PRASHANT H FADIA FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PRASHANT H FADIA FOUNDATION INC (EIN 22-3593932)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349100603
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T07:08:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296201 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN BILLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CLARK ROAD | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | 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 | 223593932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRASHANT H FADIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAS | BusinessNameControlTxt |
| Phone | 7813595200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 294 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALUNI FADIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7813595200 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marlys Richman CPA | PreparerPersonNm |
| PTIN | P00186849 | PTIN |
| Phone | 9789702900 | PhoneNum |
| 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 | $310,614 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$382 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,140 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,522 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,118 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,118 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $871 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $871 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,073 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,073 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,449 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,985 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $45,853 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,320 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,053 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $245,731 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $246,037 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $244,576 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $309,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $312,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $310,614 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $21,984 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $650 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,088 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $650 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,072 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $648,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $648,588 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$339,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$359,317 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $309,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $289,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $309,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $312,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $309,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $289,271 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $289,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EUROPEAN INVESTMENT *5,000 | P | 2017-07-31 | 2017-08-17 | $4,965 | $4,962 | $3 | $3 |
| US TSY NOTE *15,000 | P | 2016-07-29 | 2017-02-02 | $15,253 | $15,775 | -$522 | -$522 |
| GENERAL MTRS FINL *5,000 | P | 2014-09-26 | 2017-01-27 | $5,067 | $5,021 | $46 | $46 |
| SYNCHRONY FIN * 5,000 | P | 2015-06-03 | 2017-02-02 | $5,013 | $4,955 | $58 | $58 |
| US TSY NOTE *5,000 | P | 2015-10-30 | 2017-08-17 | $5,016 | $5,015 | $1 | $1 |
| FHLB * 15,000 | P | 2015-10-08 | 2017-01-27 | $14,978 | $14,967 | $11 | $11 |
| HEALTHCARE REIT *5,000 | P | 2012-11-28 | 2017-08-16 | $5,011 | $4,996 | $15 | $15 |
| KFW * 15,000 | P | 2015-10-20 | 2017-01-27 | $14,915 | $14,980 | -$65 | -$65 |
| NEWELL RUBBERMAID * 15,000 | P | 2012-11-29 | 2017-05-16 | $15,027 | $14,983 | $44 | $44 |
| RPPER INDUST INC * 15,000 | P | 2012-11-15 | 2017-05-16 | $15,014 | $14,987 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$382 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,184 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $306,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.003865 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $299,506 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.003873 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $299,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.007181 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,629 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $291,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $276,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061873 | DistributionYr5Rt |
| Total Distribution | 0.085816 | TotalDistributionRt |
| Average Distribution | 0.017163 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $308,759 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,299 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,323 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,984 | 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 | $24 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $24 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7812730001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 294 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SALUNI P FADIA | ||||||||
| PO BOX 294 | Burlington | MA | 01803 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| USHA L DOSHI | ||||||||
| 2922 CREEK BEND DRIVE | FARMINGTON | MI | 48331 | CLERK | 0.00 | $0 | $0 | $0 |
| MANDAKINI MODI | ||||||||
| 4914 SEVEN PINE CIRCLE | HUNTSVILLE | AL | 35816 | TREASURER | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| PO BOX 219804 | KANSAS CITY | MO | 64121 | INVESTMENT FEE | $1,118 |
| SULLIVAN BILLE PC | |||||
| 600 CLARK ROAD | TEWKSBURY | MA | 01851 | ACCOUNTING | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $294,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $313,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $313,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $308,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24 | TotalTaxAmt |
| Distributable Before Adj | $15,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,984 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,984 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,960 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,177 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $7,307 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,177 | AppliedToYear1Amt |
| Applied To Prior Years | $7,307 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $15,414 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1999-11-18 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SALUNI P FADIA | ContributingManagerNm |
| Contributing Manager | USHA L DOSHI | ContributingManagerNm |
| Contributing Manager | MANDAKINI MODI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Saluni Fadia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 294 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812730001 | RecipientPhoneNum |
| Form And Info And Materials | No Standard Format Required | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIE BOSTON | |||||||||||
| 101 MAIN STREET SUITE 1720 | CAMBRIDGE | MA | 02142 | NONE | E | GENERAL | $1,000 | ||||
| KOTHARI CHARITABLE TRUST | |||||||||||
| NONE | E | GENERAL | $2,462 | BHAGWAN MAHAVIR CHOWK | PUNE | INDIA | IN | ||||
| VICTORIA MEMORIAL SCHOOL FOR THE BLIND | |||||||||||
| NONE | E | EDUCATION | $18,522 | TARDEO ROAD | MUMBAI | INDIA | IN | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,984 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$382 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,140 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS MAKING AN ELECTION PURSUANT TO REG. 53.4942(a)-3(d)(2) AS REQUIRED UNDER SECTION 6033 TO APPLY THE EXCESSQUALIFING DISTRIBUTIONS FROM 2017 TO BE MADE OUT OF THE UNDISTRIBUTED INCOME OF 2015. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP * 10,000 | $10,074 | $10,000 |
| HEALTHCARE REIT INC * 15,000 | $9,992 | $10,004 |
| GENERAL MOTORS * 15,000 | $10,113 | $10,038 |
| METLIFE INC * 5000 | $5,640 | $5,147 |
| CITIGROUP INC * | $10,072 | $10,029 |
| KFW * 15,000 | $15,047 | $14,869 |
| AIRLEASE GROUP * 5,000 | $5,002 | $5,048 |
| AIRLEASE GROUP * 3,000 | $3,002 | $3,029 |
| EBAY INC * 8,000 | $7,922 | $7,980 |
| EBAY INC * 2,000 | $1,980 | $1,995 |
| ENTERPRISE PRODUCTS * 10,000 | $9,918 | $10,032 |
| VERIZON COMMUNICATION * 10,000 | $10,065 | $10,085 |
| RYDER SYSTEM INC * 10,000 | $9,882 | $10,035 |
| THE BOEING COMPANY * 5,000 | $4,939 | $4,933 |
| THE BOEING COMPANY * 3,000 | $2,958 | $2,960 |
| THE BOEING COMPANY * 1,000 | $986 | $987 |
| THE BOEING COMPANY * 1,000 | $986 | $987 |
| ANHEUSER BUSCH * 10,000 | $10,327 | $10,050 |
| REGIONS FINANCIAL CORP * 10,000 | $9,990 | $10,175 |
| AMERICAN INTL GROUP * 10,000 | $10,488 | $10,194 |
| WELLS FARGO & COMPANY * 10,000 | $9,998 | $9,995 |
| O'REILLY AUTOMOTIVE * 10,000 | $10,861 | $10,625 |
| ECOLAB INC * 5,000 | $5,589 | $5,322 |
| AT&T INC * 15,000 | $15,000 | $15,358 |
| MICROSOFT CORP * 10,000 | $9,990 | $9,866 |
| BP CAPITAL MARKETS PLC | $10,081 | $10,024 |
| ONTARIO PROV | $14,963 | $14,952 |
| MANITOBA PROVINCE | $14,982 | $14,756 |
| WESTERN GAS PARTNERS | $5,190 | $5,101 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $39,320 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $39,075 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $10,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $9,978 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY - MANAGEMENT FEES | CategoryTxt |
| Amt | $1,118 | Amt |
| Net Investment Income | $1,118 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA DEPARTMENT OF REVENUE | $35 | $35 | $0 |
| U S TREASURY | $2,334 | $2,334 | $0 |
| ANNUAL REPORT | $15 | $15 | $0 |