PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349103831
- Schema version
- 2017v2.3
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:39:18-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607143124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311809141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATIMA N SHAH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAT | BusinessNameControlTxt |
| Phone | 3129226400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR RM/STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDELL FRANSEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3129226400 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J RYAN | PreparerPersonNm |
| PTIN | P00025318 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,713,164 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,332,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,799 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $805 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $266,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,936 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $738 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,145 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,852 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,852 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,535 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,852 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $762,519 | CashBOYAmt |
| Cash EOY | $327,229 | CashEOYAmt |
| Cash EOYFMV | $327,229 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,250,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,617,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,947,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $308,417 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,050 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $438,282 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,321,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,399,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,713,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,321,074 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,399,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,321,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,399,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,321,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,399,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,321,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,206 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,399,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,399,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (116 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES INC | P | 2017-02-13 | 2017-07-31 | $18,541 | $25,451 | -$6,910 | -$6,910 |
| CHILDRENS PL INC | P | 2017-06-02 | 2017-08-03 | $22,503 | $21,596 | $907 | $907 |
| EXELON CORP | P | 2017-06-06 | 2017-08-21 | $340 | $329 | $11 | $11 |
| NEOPHOTONICS CORP | P | 2017-01-30 | 2017-05-09 | $3,327 | $4,221 | -$894 | -$894 |
| TATA MOTORS LIMITED | P | 2017-08-22 | 2017-10-05 | $16,185 | $14,667 | $1,518 | $1,518 |
| AEGON N V NY | P | 2015-01-06 | 2017-07-31 | $8,343 | $10,778 | -$2,435 | -$2,435 |
| NUVEEN GLOBAL | P | 2015-06-02 | 2017-12-21 | $25,129 | $25,450 | -$321 | -$321 |
| BOEING CO COM | P | 2013-01-17 | 2017-06-21 | $1,585 | $599 | $986 | $986 |
| AKAMAI TECHNOLOGIES INC | P | 2017-02-13 | 2017-10-05 | $10,122 | $12,725 | -$2,603 | -$2,603 |
| CHILDRENS PL INC | P | 2017-06-02 | 2017-10-03 | $11,713 | $10,798 | $915 | $915 |
| EXELON CORP | P | 2017-06-06 | 2017-08-24 | $2 | $2 | ||
| NEOPHOTONICS CORP | P | 2017-01-30 | 2017-05-23 | $8,956 | $10,934 | -$1,978 | -$1,978 |
| TATA MOTORS LIMITED | P | 2017-08-22 | 2017-10-13 | $16,486 | $14,667 | $1,819 | $1,819 |
| APPLE INC | P | 2016-01-13 | 2017-02-03 | $12,887 | $10,005 | $2,882 | $2,882 |
| PAYPAL HOLDINGS INC | P | 2016-02-22 | 2017-04-24 | $17,642 | $14,402 | $3,240 | $3,240 |
| WALGREENS BOOTS ALLIANCE | P | 2016-08-22 | 2017-06-21 | $7,021 | $7,529 | -$508 | -$508 |
| AMGEN INC | P | 2017-08-18 | 2017-08-23 | $16,964 | $16,780 | $184 | $184 |
| CHILDRENS PL INC | P | 2017-06-02 | 2017-10-03 | $432 | $405 | $27 | $27 |
| FLUOR CORP | P | 2017-01-18 | 2017-07-25 | $9,103 | $9,103 | ||
| QORVO INC | P | 2017-07-25 | 2017-10-13 | $7,255 | $6,958 | $297 | $297 |
| TATA MOTORS LIMITED | P | 2017-11-16 | 2017-11-17 | $48,662 | $47,622 | $1,040 | $1,040 |
| APPLE INC | P | 2016-01-13 | 2017-02-03 | $231 | $180 | $51 | $51 |
| ANGEL OAK MULTI-STRATEGY | P | 2016-01-01 | 2017-06-07 | $27,641 | $29,816 | -$2,175 | -$2,175 |
| AUTOMATIC DATA PROCESSING INC | P | 2015-07-31 | 2017-07-27 | $2,422 | $1,281 | $1,141 | $1,141 |
| AMGEN INC | P | 2017-08-18 | 2017-08-23 | $25,446 | $25,170 | $276 | $276 |
| CHILDRENS PL INC | P | 2017-09-29 | 2017-10-03 | $37 | $37 | ||
| GANNETT CO INC | P | 2017-07-17 | 2017-08-08 | $17,805 | $17,804 | $1 | $1 |
| QORVO INC | P | 2017-07-25 | 2017-10-13 | $21,765 | $20,864 | $901 | $901 |
| TATA MOTORS LIMITED | P | 2017-11-27 | 2017-12-21 | $22,883 | $22,576 | $307 | $307 |
| BLACKSTONE GROUP LP | P | 2016-06-17 | 2017-09-16 | $1,764 | $1,353 | $411 | $411 |
| JOHN HANCOCK FUNDS II | P | 2015-12-24 | 2017-10-18 | $112,560 | $122,924 | -$10,364 | -$10,364 |
| SIMON PPTY GROUP INC | P | 2013-09-19 | 2017-07-31 | $6,008 | $5,635 | $373 | $373 |
| APPLE INC | P | 2016-02-11 | 2017-02-03 | $214 | $157 | $57 | $57 |
| CHILDRENS PL INC | P | 2017-09-29 | 2017-10-05 | $4 | $4 | ||
| ICICI BANK LIMITED | P | 2017-07-10 | 2017-08-21 | $34 | $33 | $1 | $1 |
| SHELL MIDSTREAM PARTNERS | P | 2017-07-17 | 2017-12-07 | $2,674 | $2,894 | -$220 | -$220 |
| TATA MOTORS LIMITED | P | 2017-11-27 | 2017-12-21 | $9,807 | $9,631 | $176 | $176 |
| BLACKSTONE GROUP LP | P | 2016-08-03 | 2017-09-19 | $1,089 | $879 | $210 | $210 |
| GENERAL ELEC CO | P | 2012-02-22 | 2017-12-06 | $25,000 | $29,335 | -$4,335 | -$4,335 |
| AMAZON.COM INC | P | 2014-10-07 | 2017-08-15 | $2,943 | $961 | $1,982 | $1,982 |
| APPLE INC | P | 2016-03-09 | 2017-02-03 | $12,447 | $9,763 | $2,684 | $2,684 |
| CLEARWATER PAPER CORP | P | 2017-03-31 | 2017-05-26 | $9,418 | $9,418 | ||
| ICICI BANK LIMITED | P | 2017-07-10 | 2017-08-24 | $1 | $1 | ||
| SHELL MIDSTREAM PARTNERS | P | 2017-07-17 | 2017-12-07 | $18,717 | $20,589 | -$1,872 | -$1,872 |
| TATA MOTORS LIMITED | P | 2017-11-27 | 2017-12-29 | $3,336 | $3,210 | $126 | $126 |
| ICICI BANK LIMITED | P | 2015-10-28 | 2017-08-21 | $4,037 | $3,460 | $577 | $577 |
| WELLS FARGO & CO | P | 2012-06-06 | 2017-12-11 | $25,000 | $28,868 | -$3,868 | -$3,868 |
| GENERAL ELEC CO | P | 2015-03-16 | 2017-10-23 | $8,905 | $9,124 | -$219 | -$219 |
| BIOGEN INC | P | 2017-02-02 | 2017-02-15 | $28,614 | $26,190 | $2,424 | $2,424 |
| CLEARWATER PAPER CORP | P | 2017-03-31 | 2017-05-26 | $18,837 | $22,522 | -$3,685 | -$3,685 |
| KINDER MORGAN INC | P | 2017-02-10 | 2017-12-14 | $256 | $321 | -$65 | -$65 |
| TATA MOTORS LIMITED | P | 2016-12-06 | 2017-05-23 | $3,725 | $3,220 | $505 | $505 |
| TATA MOTORS LIMITED | P | 2017-11-27 | 2017-12-29 | $13,360 | $12,842 | $518 | $518 |
| ICICI BANK LIMITED | P | 2016-07-14 | 2017-08-21 | $379 | $297 | $82 | $82 |
| DELL TECHNOLOGIES INC | P | 2015-03-16 | 2017-02-17 | $2,386 | $1,746 | $640 | $640 |
| AUTOMATIC DATA PROCESSING INC | P | 2008-11-04 | 2017-10-31 | $3,135 | $814 | $2,321 | $2,321 |
| BIOGEN INC | P | 2017-02-02 | 2017-02-15 | $28,614 | $26,190 | $2,424 | $2,424 |
| CLEARWATER PAPER CORP | P | 2017-03-31 | 2017-06-16 | $17,840 | $22,542 | -$4,702 | -$4,702 |
| KINDER MORGAN INC | P | 2017-05-10 | 2017-12-14 | $288 | $323 | -$35 | -$35 |
| TATA MOTORS LIMITED | P | 2016-12-06 | 2017-05-23 | $7,458 | $6,439 | $1,019 | $1,019 |
| TATA MOTORS LIMITED | P | 2017-11-29 | 2017-12-29 | $13,193 | $12,565 | $628 | $628 |
| KINDER MORGAN INC | P | 2015-12-17 | 2017-05-04 | $29,576 | $22,982 | $6,594 | $6,594 |
| BOEING CO COM | P | 2013-02-15 | 2017-03-06 | $2,708 | $1,125 | $1,583 | $1,583 |
| DOLLAR GEN CORP | P | 2013-01-09 | 2017-10-31 | $2,750 | $1,463 | $1,287 | $1,287 |
| BLACKSTONE GROUP LP | P | 2016-11-09 | 2017-09-19 | $835 | $611 | $224 | $224 |
| CLEARWATER PAPER CORP | P | 2017-04-17 | 2017-06-16 | $4,460 | $5,611 | -$1,151 | -$1,151 |
| KINDER MORGAN INC | P | 2017-08-10 | 2017-12-14 | $69 | $75 | -$6 | -$6 |
| TATA MOTORS LIMITED | P | 2016-12-06 | 2017-05-23 | $3,729 | $3,220 | $509 | $509 |
| TATA MOTORS LIMITED | P | 2017-11-29 | 2017-12-29 | $3,506 | $3,340 | $166 | $166 |
| KINDER MORGAN INC | P | 2015-12-22 | 2017-05-04 | $9,859 | $7,899 | $1,960 | $1,960 |
| COLGATE PALMOLVE CO COM | P | 2014-03-17 | 2017-03-06 | $2,933 | $2,578 | $355 | $355 |
| STRYKER CORP | P | 2016-06-29 | 2017-10-31 | $3,866 | $2,596 | $1,270 | $1,270 |
| BLACKSTONE GROUP LP | P | 2017-02-08 | 2017-09-19 | $57 | $58 | -$1 | -$1 |
| CLEARWATER PAPER CORP | P | 2017-04-17 | 2017-06-16 | $4,460 | $5,607 | -$1,147 | -$1,147 |
| KINDER MORGAN INC | P | 2017-11-13 | 2017-12-14 | $75 | $73 | $2 | $2 |
| TATA MOTORS LIMITED | P | 2016-12-06 | 2017-05-23 | $7,458 | $6,440 | $1,018 | $1,018 |
| TATA MOTORS LIMITED | P | 2017-11-29 | 2017-12-29 | $16,697 | $15,905 | $792 | $792 |
| KINDER MORGAN INC | P | 2015-12-22 | 2017-12-14 | $8,964 | $7,899 | $1,065 | $1,065 |
| AETNA INC NEW | P | 2008-10-02 | 2017-03-13 | $1,322 | $367 | $955 | $955 |
| MCKESSON CORP COM | P | 2016-07-01 | 2017-12-01 | $5,093 | $6,588 | -$1,495 | -$1,495 |
| BLACKSTONE GROUP LP | P | 2017-05-04 | 2017-09-19 | $106 | $102 | $4 | $4 |
| CLEARWATER PAPER CORP | P | 2017-04-21 | 2017-07-25 | $3,244 | $3,278 | -$34 | -$34 |
| KINDER MORGAN INC | P | 2017-11-13 | 2017-12-18 | $2 | $2 | ||
| TATA MOTORS LIMITED | P | 2016-12-06 | 2017-05-23 | $3,729 | $3,222 | $507 | $507 |
| VERIFONE SYS INC | P | 2017-01-18 | 2017-06-16 | $3,431 | $3,641 | -$210 | -$210 |
| KINDER MORGAN INC | P | 2016-02-15 | 2017-12-14 | $380 | $313 | $67 | $67 |
| UNITEDHEALTH GROUP | P | 2009-03-03 | 2017-03-13 | $1,357 | $146 | $1,211 | $1,211 |
| ANGEL OAK MULTI STRAT INCOME FUND | P | 2017-01-01 | 2017-01-01 | $10 | $10 | $10 | |
| BLACKSTONE GROUP LP | P | 2017-05-23 | 2017-09-19 | $12,394 | $12,541 | -$147 | -$147 |
| CLEARWATER PAPER CORP | P | 2017-04-21 | 2017-07-25 | $150 | $151 | -$1 | -$1 |
| L BRANDS INC | P | 2017-03-31 | 2017-08-30 | $43,663 | $56,618 | -$12,955 | -$12,955 |
| TATA MOTORS LIMITED | P | 2016-12-06 | 2017-05-23 | $11,187 | $9,667 | $1,520 | $1,520 |
| VERIFONE SYS INC | P | 2017-01-18 | 2017-06-16 | $6,868 | $7,282 | -$414 | -$414 |
| KINDER MORGAN INC | P | 2016-05-16 | 2017-12-14 | $330 | $315 | $15 | $15 |
| AMERICAN EXPRESS CO | P | 2015-04-27 | 2017-03-22 | $4,117 | $4,239 | -$122 | -$122 |
| CHILDRENS PL INC | P | 2017-06-02 | 2017-07-05 | $42,575 | $42,704 | -$129 | -$129 |
| CLEARWATER PAPER CORP | P | 2017-04-21 | 2017-07-25 | $16,557 | $16,741 | -$184 | -$184 |
| MYRIAD GENETICS INC | P | 2017-01-18 | 2017-06-27 | $31,411 | $18,911 | $12,500 | $12,500 |
| TATA MOTORS LIMITED | P | 2017-07-21 | 2017-09-26 | $25,019 | $28,543 | -$3,524 | -$3,524 |
| VERIFONE SYS INC | P | 2017-01-18 | 2017-06-16 | $15,453 | $16,390 | -$937 | -$937 |
| KINDER MORGAN INC | P | 2016-08-10 | 2017-12-14 | $275 | $317 | -$42 | -$42 |
| MACYS INC COM | P | 2015-11-11 | 2017-04-12 | $3,794 | $6,579 | -$2,785 | -$2,785 |
| CHILDRENS PL INC | P | 2017-06-02 | 2017-08-03 | $22,499 | $21,570 | $929 | $929 |
| EXELON CORP | P | 2017-01-30 | 2017-08-21 | $37,975 | $34,990 | $2,985 | $2,985 |
| NEOPHOTONICS CORP | P | 2017-01-30 | 2017-05-09 | $2,588 | $3,280 | -$692 | -$692 |
| TATA MOTORS LIMITED | P | 2017-07-21 | 2017-09-26 | $6,254 | $7,136 | -$882 | -$882 |
| WALMART STORIES INC | P | 2017-01-30 | 2017-07-06 | $56,608 | $49,479 | $7,129 | $7,129 |
| KINDER MORGAN INC | P | 2016-11-10 | 2017-12-14 | $264 | $319 | -$55 | -$55 |
| ANADARKO PETE CORP | P | 2015-07-29 | 2017-06-21 | $1,853 | $3,037 | -$1,184 | -$1,184 |
| CHILDRENS PL INC | P | 2017-06-02 | 2017-08-03 | $45,006 | $43,141 | $1,865 | $1,865 |
| EXELON CORP | P | 2017-03-07 | 2017-08-21 | $343 | $328 | $15 | $15 |
| NEOPHOTONICS CORP | P | 2017-01-30 | 2017-05-09 | $2,716 | $3,433 | -$717 | -$717 |
| TATA MOTORS LIMITED | P | 2017-07-27 | 2017-10-05 | $16,185 | $17,381 | -$1,196 | -$1,196 |
| AEGON N V NY | P | 2015-01-02 | 2017-07-31 | $1,112 | $1,488 | -$376 | -$376 |
| NUVEEN GLOBAL | P | 2015-02-09 | 2017-12-21 | $25,129 | $24,573 | $556 | $556 |
| AUTOMATIC DATA PROCESSING INC | P | 2015-07-31 | 2017-06-21 | $2,755 | $2,160 | $595 | $595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,799 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,141 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,176 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,176 | SubtotalAmt |
| Tax Based On Investment Income | $1,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $597 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $597 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $592 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
| Individual With Books | WENDELL FRANSEN | IndividualWithBooksNm |
| Phone | 3129226400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NIRANJAN SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PRATIMA N SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| SMITA SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | SECRETARY | 5.00 | $0 | $0 | $0 |
| WENDELL FRANSEN | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | TREASURER | 5.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,032,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,577,654 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,577,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,538,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,176 | TotalTaxAmt |
| Distributable Before Adj | $125,773 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,773 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,852 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $177,852 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $177,852 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,195 | UndistributedIncomePYAmt |
| Qualifying Distributions | $177,852 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,195 | AppliedToYear1Amt |
| Applied To Current Year | $91,657 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,116 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC EXTENSION | ||||||
| 150 S WACKER DR | CHICAGO | IL | 60606 | PC | SUPPORT FOR PARISH | $601 |
| MUSEUM OF SCIENCE & INDUSTRY CHICAG | ||||||
| 5700 S LAKE SHORE DRIVE | CHICAGO | IL | 60637 | PC | SUPPORT FOR SCIENCE AND INDUSTRY | $2,500 |
| YOUTH GUIDANCE | ||||||
| 1 N LASALLE STREET | CHICAGO | IL | 60602 | PC | SUPPORT FOR YOUTH PROGRAMS | $2,000 |
| EDUCATION & HEALTH USA INT INC | ||||||
| 7501 CREEK MEADOW DR | FORT WORTH | TX | 76123 | PC | SUPPORT FOR RENOVATIONS | $95,000 |
| MIT | ||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | PC | SUPPORT FOR EDUCATION | $20,000 |
| LIFT USA | ||||||
| PO BOX 47560 | CHICAGO | IL | 60647 | PC | SUPPORT FOR EDUCATION | $20,000 |
| MAPSCORPS | ||||||
| 5307 S HYDE PARK BLVD | CHICAGO | IL | 60615 | PC | SUPPORT FOR YOUTH PROGRAMS | $25,000 |
| FOOD BANK OF NORTHWEST INDIANA | ||||||
| 2248 W 35TH AVE | GARY | IN | 46408 | PC | SUPPORT FOR HUNGER | $250 |
| AFTER SCHOOL MATTERS | ||||||
| 66 E RANDOLPH ST | CHICAGO | IL | 60601 | PC | SUPPORT FOR PROGRAMS | $5,000 |
| METROPOLITAN PLANNING COUNCIL | ||||||
| 140 S DEARBORN SUITE 1400 | CHICAGO | IL | 60603 | PC | SUPPORT FOR CHICAGO IMPROVEMENTS | $5,000 |
| BAPS | ||||||
| 1851 S IL ROUTE 59 | BARTLETT | IL | 60103 | PC | SUPPORT FOR PARISH | $2,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,852 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,698 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,439 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $805 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,774 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $805 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,774 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,741 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIRANJAN SHAH EDU FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOREIGN PRIVATE | OrganizationTypeDesc |
| Relationship Description | SAME DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNS MANAGEMENT LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BENEDETTI DR | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $455,050 | EOYBookValueAmt |
| EOYFMV | $438,282 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $1,204,484 | $1,556,090 |
| VARIOUS MUTUAL FUNDS | $412,517 | $391,563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $7,145 | $7,145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MAGELLAN PTP | $702 |
| BLACKSTONE PTP | $103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| SEC OF STATE | $25 |
| FEDERAL TAXES | $713 |