UJALA FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UJALA FOUNDATION (EIN 26-3274193)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-23
- IRS object ID
- 201841439349100514
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-23T13:17:25-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810696340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RADNOR FINANCIAL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 DEVON PARK DRIVE SUITE 119 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 | 263274193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UJALA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UJAL | BusinessNameControlTxt |
| Phone | 6103595449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD NO 401 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR RAJIV L GUPTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103595449 | PhoneNum |
| Signature | 2018-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL M ROSENFELD CPA | PreparerPersonNm |
| PTIN | P01750860 | PTIN |
| Phone | 6109750280 | 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 | $26,522,950 | 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 | $5,353,642 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $551,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $530,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,196 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $867,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $452,697 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,079,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $983,454 | 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 | $15,853 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,853 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,383 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,247 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,334,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,334,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,365,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,247 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,334,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,713,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $952,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $364,119 | CashBOYAmt |
| Cash EOY | $372,715 | CashEOYAmt |
| Cash EOYFMV | $372,715 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,232,890 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,642,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,712,924 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,993,855 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,289,004 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,437,311 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,590,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,304,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,522,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $13,590,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,304,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,590,864 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,304,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,590,864 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,304,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,590,864 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,713,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,304,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,304,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOWDUPONT INC - 0.69 SH | P | 2016-12-14 | 2017-09-05 | $45 | $41 | $4 | $4 |
| JD.COM INC - 577 SH | P | 2016-10-12 | 2017-06-27 | $24,250 | $4,190 | $20,060 | $20,060 |
| DELPHI TECHNOLOGIES - .66 SH | P | 2015-04-15 | 2017-12-05 | $36 | $26 | $10 | $10 |
| MCDONALDS CORP - 125 SH | P | 2010-02-24 | 2017-12-20 | $21,578 | $8,138 | $13,440 | $13,440 |
| MCDONALDS CORP - 525 SH | P | 2010-03-29 | 2017-12-20 | $90,629 | $35,074 | $55,555 | $55,555 |
| MCDONALDS CORP - 800 SH | P | 2010-03-29 | 2017-12-20 | $138,101 | $53,446 | $84,655 | $84,655 |
| MERCK & CO INC - 2600 SH | P | 2010-01-27 | 2017-06-27 | $171,705 | $99,550 | $72,155 | $72,155 |
| MERCK & CO INC - 2700 SH | P | 2010-02-23 | 2017-06-27 | $178,310 | $99,186 | $79,124 | $79,124 |
| MERCK & CO INC - 2650 SH | P | 2010-03-30 | 2017-06-27 | $175,008 | $99,718 | $75,290 | $75,290 |
| MERCK & CO INC - 425 SH | P | 2010-04-30 | 2017-06-27 | $28,067 | $15,047 | $13,020 | $13,020 |
| CAPITAL GAINS DIVIDENDS | P | $39,384 | $39,384 | $39,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $452,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,076,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,477,972 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,235,448 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,207,483 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,187,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,654,159 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086958 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $764,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,081,408 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $718,863 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,217,587 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070355 | DistributionYr5Rt |
| Total Distribution | 0.387620 | TotalDistributionRt |
| Average Distribution | 0.077524 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,832,346 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,537,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,522 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,547,005 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,334,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,528 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,528 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,484 | OverpaymentAmt |
| Applied To ES Tax | $11,484 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RAJIV L GUPTA | IndividualWithBooksNm |
| Phone | 6103595449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 | AddressLine1Txt |
| Address Line2 | ESTANCIA | AddressLine2Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RAJIV L GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAMLA GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | SUCCESSOR DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $19,602,408 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $531,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,134,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,134,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $302,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,832,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $991,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $991,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,044 | TotalTaxAmt |
| Distributable Before Adj | $972,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $972,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $972,573 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,334,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,334,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,334,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $972,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $213,816 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $217,368 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $518,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $542,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $367,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,858,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,334,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $972,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $361,927 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,220,702 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $213,816 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,006,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $217,368 | ExcessFromYear4Amt |
| Excess From Year3 | $518,260 | ExcessFromYear3Amt |
| Excess From Year2 | $542,258 | ExcessFromYear2Amt |
| Excess From Year1 | $367,073 | ExcessFromYear1Amt |
| Excess From Current Year | $361,927 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABINGTON HEALTH FOUNDATION | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| ALBEMARLE HOUSING IMPROVEMENT PROJECT | |||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | PUBLIC | GENERAL PURPOSE | $30,000 | |
| AMERICAN INSTITUTE OF CHEMICAL ENGINEERS | |||||||
| 120 WALL STREET FL 23 | NEW YORK | NY | 10005 | PUBLIC | GENERAL PURPOSE | $50,000 | |
| ARLINGTON FOOD ASSISTANCE CENTER | |||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| ASCEND-PINNACLE | |||||||
| 247 WEST 30TH STREET 12TH FLOOR | NEW YORK | NY | 10001 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| ASIAN AMERICAN LEGAL DEFENSE & EDUCATION FUND | |||||||
| 99 HUDSON ST | NEW YORK | NY | 10013 | PUBLIC | GENERAL PURPOSE | $1,000 | |
| BOYS AND GIRLS CLUB OF PHILADELPHIA | |||||||
| 1518 WALNUT STREET SUITE 712 | PHILADELPHIA | PA | 19102 | PUBLIC | GENERAL PURPOSE | $1,500 | |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET STE 400 | ITHACA | NY | 14850 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET STE 310 | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| IIT BOMBAY HERITAGE FOUNDATION | |||||||
| 21710 STEVENS CREEK BOULEVARD STE | CUPERTINO | CA | 95014 | PUBLIC | GENERAL PURPOSE | $1,000 | 115 |
| INDIASPORA | |||||||
| 3450 SACRAMENTO STREET SUITE 615 | SAN FRANCISCO | CA | 94118 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL PURPOSE | $825,000 | |
| LEGAL AID SOCIETY OF DC | |||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL PURPOSE | $40,000 | |
| NO MORE KIDS WITH CANCER | |||||||
| 5044 WEST CHESTER PIKE - UNIT 1427 | EDGEMONT | PA | 19028 | PUBLIC | GENERAL PURPOSE | $1,000 | |
| PHILADELPHIA ZOO | |||||||
| 3400 W GIRARD AVE | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL PURPOSE | $95,000 | |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVE 102 | HOUSTON | TX | 77042 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| THE LEADERSHIP CONFERENCE EDUCATION FUND | |||||||
| 1620 L ST NW 1100 | WASHINGTON | DC | 20036 | PUBLIC | GENERAL PURPOSE | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,334,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $551,193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $134,812 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $590,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $134,812 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $725,389 | 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 |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RAJIV L GUPTA | ||||||
| 1 | 4801 BONITA BAY BLVD PH 401 ESTANCI | BONITA SPRINGS | FL | 34134 | $5,102,456 | Yes (X) |
| AMITA GUPTA | ||||||
| 2 | 959 FELL STREET | BALTIMORE | MD | 21231 | $251,186 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | VARIOUS SHARES OF COMMON STOCK | $5,462,959 |
| 2 | 3915 SH. VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL FUND | $251,186 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RADNOR FINANCIAL ADVISORS | CategoryTxt |
| Amt | $15,853 | Amt |
| Net Investment Income | $15,853 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $2,006,175 | $2,049,895 |
| APTIV PLC | $1,475,230 | $2,460,070 |
| BRISTOL-MYERS SQUIBB | $857,448 | $697,060 |
| DOWDUPONT, INC. | $595,429 | $2,628,517 |
| HP | $1,698,400 | $1,680,800 |
| MCDONALDS | $1,133,076 | $1,280,917 |
| NEW MOUNTAIN FINANCE CORP | $1,048,789 | $957,256 |
| PNC | $1,283,046 | $1,403,220 |
| VERIZON COMMUNICATIONS | $1,053,162 | $1,048,014 |
| DELPHI TECHNOLOGIES PLC | $491,674 | $507,175 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD DIVIDEND GROWTH | AT COST | $722,446 | $1,396,615 |
| VANGUARD HIGH DIVIDEND YIELD INDEX | AT COST | $630,025 | $1,433,018 |
| VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL | AT COST | $2,400,000 | $3,022,551 |
| VANGUARD TOTAL STOCK MARKET ETF | AT COST | $1,350,243 | $3,317,333 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | AT COST | $1,186,290 | $2,267,794 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID (SCHWAB) | $5,383 | $5,383 | $0 |
| EXCISE TAX | $10,000 | $10,000 | $0 |