STRATEGY STUDIO / PUBLIC DATA EXPLORER

DBM FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DBM FAMILY FOUNDATION (EIN 20-1119103)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-24
IRS object ID
201802979349100000
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-10-24T04:18:12-00:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GTX INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1264 BIRCH DRIVEAddressLine1Txt
CityROSLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11576ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201119103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DBM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDBMFBusinessNameControlTxt
Phone5712480694PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRENDRA M PARIKHPersonNm
Person TitleORESIDENTPersonTitleTxt
Signature2018-10-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKETKI GANDHIPreparerPersonNm
Phone5166268880PhoneNum
Preparation2018-10-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.56.105.167IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-10-24IPDt
IP Tm07:27:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF84914766F15E0AD60509E3DA27932B8CC770BC3AtSubmissionCreationDeviceId
At Submission Filing Device IdF84914766F15E0AD60509E3DA27932B8CC770BC3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$256,940FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,106ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,946DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,946DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,135NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$402,356GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,135CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$179OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$29,366TotalRevAndExpnssAmt
Total Net Invst Incm$18,081TotalNetInvstIncmAmt
Taxes Rev And Expnss$93TaxesRevAndExpnssAmt
Taxes Net Invst Incm$93TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,063OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,063OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,156TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,256TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,156TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,110ExcessRevenueOverExpensesAmt
Net Investment Income$16,925NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$109,067SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,169SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,169SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$134,112CorporateStockBOYAmt
Corporate Stock EOY$231,120CorporateStockEOYAmt
Corporate Stock EOYFMV$230,771CorporateStockEOYFMVAmt
Total Assets BOY$243,179TotalAssetsBOYAmt
Total Assets EOY$257,289TotalAssetsEOYAmt
Total Assets EOYFMV$256,940TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$243,179RetainedEarningBOYAmt
Retained Earning EOY$257,289RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$243,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$257,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$243,179TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$257,289TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$243,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,110ExcessRevenueOverExpensesAmt
Subtotal$257,289SubtotalAmt
Tot Net Ast Or Fund Balances EOY$257,289TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICALY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-01-01AcquiredDt
Sold2017-12-31SoldDt
Gross Sales Price$398,420GrossSalesPriceAmt
Cost Or Other Basis$391,221CostOrOtherBasisAmt
Gain Or Loss$7,199GainOrLossAmt
Gains Minus Excess Or Losses$7,199GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,135CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,199NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$227,295NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.043116DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,051AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$239,164NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.042026DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,490AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$228,744NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.015257DistributionYr3Rt
Adjusted Qlfy Distri Yr4$13,317AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$219,060NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.060792DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,602AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$223,162NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.074394DistributionYr5Rt
Total Distribution000.235585TotalDistributionRt
Average Distribution000.047117AverageDistributionRt
Net Vl Noncharitable Assets$243,937NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,494AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$169NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,663AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$169InvestmentIncomeExciseTaxAmt
Subtotal$169SubtotalAmt
Tax Based On Investment Income$169TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,466EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,466TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,466OriginalReturnTaxPaidAmt
Overpayment$1,297OverpaymentAmt
Applied To ES Tax$1,297AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIRNDRA M PARIKH PRESIDENTIndividualWithBooksNm
Phone5712480694PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BIRDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VIRENDRA M PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169PRESIDENT004.00$0
VIPUL V PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169DIRECTOR000.00$0
VIRAJ A PARIKH
1922 STONE BRIDGE LANEVILLANOVAPA19085DIRECTOR000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION IS DEDICATED TO CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES AND PROVIDES RELIEF TO PERSONS IN THE UNITED STATES AND INDIA THROUGH CONTRIBUTIONS AND GRANTS TO OTHER CHARITIES AND NON-PROFIT ORGANIZATIONS.Description1Txt
Expenses1$14,106Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$180,034FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$247,652TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$247,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,715CashDeemedCharitableAmt
Net Vl Noncharitable Assets$243,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,197MinimumInvestmentReturnAmt
Tax Based On Investment Income$169TaxBasedOnInvestmentIncomeAmt
Total Tax$169TotalTaxAmt
Distributable Before Adj$12,028DistributableBeforeAdjAmt
Distributable Before Ded$12,028DistributableBeforeDedAmt
Distributable As Adjusted$12,028DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,100ExpensesAndContributionsAmt
Qualifying Distributions$14,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$169PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,931AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,028DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,249ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,738ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$6,987TotalExcessDistributionCyovAmt
Qualifying Distributions$14,100QualifyingDistributionsAmt
Applied To Current Year$12,028AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,072RemainingDistriFromCorpusAmt
Total Corpus$9,059TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,249ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,810ExcessDistriCyovToNextYrAmt
Excess From Year4$2,738ExcessFromYear4Amt
Excess From Current Year$2,072ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVIRENDRA M PARIKHContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109NONEPCPROMOTE HIGHER EDUCATION$300
EKAL VIDYALAYA FOUNDATION OF USA
1712 HIGHWAY 6 SOUTH STE AHOUSTONTX77077NONEPCPROMOTE LITERACY EDUCATION IN RURAL AREA$3,650
HINDU AMERICA FOUNDATION
4900 WOODWAYHOUSTONTX77056NONEPCPROMTE HINDU RELIGION$5,000
VHP OF AMERICA - SUPPORT A CHILD
PO Box 441505HOUSTONTX77244NONEPCPROMOTE LITERACY EDUCATION IN RURAL AREA$1,250
LSU MEDICAL ALUMNI ASSOC - LOST CHE
2020 GRAVIER STNEW ORLEANSLA70112NONEPCPROMOTE HIGHER EDUCATION-$500
HOUSTON AREA PARKINSON SOCIETY
2700 SOUTHWEST FREEWAY SUITE 296HOUSTONTX77098NONEPCPROMOTE RESEARCH IN PARKINSON$100
HOUSTON PUBLIC MEDIA
4343 ELGINHOUSTONTX77204NONEPCPUBLIC RADIO$100
WAMU FM 885 PUBLIC RADIO
4400 MASSACHUSETTS AVENUE NWWASHINGTONDC20016NONEPCPUBLIC RADIO$200
YASH GANDHI FOUNDATION
105 SPUR LANEWEST CHESTERPA19382NONEPFRESEACH RROJECT$2,000
ARSHA VIDHYA PITHAM
651 ROUTE 115SAYLONSBURGPA18353NONEPCPROMOTE HINDU RELIGION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion20ExclusionCd
Exclusion$6,946ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,135ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
DONATIONS RECEIVED03$11,106
RETURN OF CAPITAL03$179

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$29,366ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,366TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1NOT APPLICABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
VIREN PARIKH
25918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$10,000Yes (X)
MISC
35918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169$1,106Yes (X)

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$231,120EOYBookValueAmt
EOYFMV$230,771EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$1,063RevenueAndExpensesPerBooksAmt
Net Investment Income$1,063NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITALDesc
Revenue And Expenses Per Books$179RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVIRENDRA AND ROHINI PARIKHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$93Amt
Net Investment Income$93NetInvestmentIncomeAmt