ASG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ASG FOUNDATION (EIN 20-1238601)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-02
- IRS object ID
- 201813069349100511
- 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 Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-02T11:01:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830868777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 SILVERADO RANCH BLVD 120 174 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89183 | 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 | 201238601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASGF | BusinessNameControlTxt |
| Phone | 6303254604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHUTOSH GUPTA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6303254604 | PhoneNum |
| Signature | 2018-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERI E NEWMAN CPA | PreparerPersonNm |
| PTIN | P00082957 | PTIN |
| Phone | 7252023634 | PhoneNum |
| Preparation | 2018-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.193.114.222 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-31 | IPDt |
| IP Tm | 12:06:40 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75EDC1158C24475261EE4E4FC414E8DF72AFA49F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,745,707 | 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 | $345,391 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $423,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,135 | 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 | $2,722 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $404 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $404 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,588 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,588 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $353,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$3,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$3,821 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,139,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,516,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,749,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,159,124 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,512,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,745,707 | 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 | $1,159,124 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,512,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,159,124 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,159,124 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,512,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,159,124 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $353,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,512,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50.06 SHS. GATEWAY FUND | P | 2017-12-15 | $1,668 | $1,250 | $418 | $418 |
| 230 SHS. APPLE INC. | D | $35,474 | $4,309 | $31,165 | $31,165 | |
| BMO HARRIS - DETAIL AVAILABLE UPON REQUEST | D | $71,015 | $30,214 | $40,801 | $40,801 | |
| BMO HARRIS - DETAIL AVAILABLE UPON REQUEST | D | $36,125 | $20,034 | $16,091 | $16,091 | |
| BMO HARRIS - DETAIL AVAILABLE UPON REQUEST | P | $92,776 | $89,350 | $3,426 | $3,426 | |
| BMO HARRIS - DETAIL AVAILABLE UPON REQUEST | P | $334,929 | $307,406 | $27,523 | $27,523 | |
| CAPITAL GAINS DIVIDENDS | P | $1,299 | $1,299 | $1,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,723 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,626 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,060,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085479 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,473 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,034,740 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094200 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,253 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,008,395 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $522,680 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.243334 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $74,056 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.675165 | DistributionYr5Rt |
| Total Distribution | 1.170821 | TotalDistributionRt |
| Average Distribution | 0.234164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,349,508 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $316,006 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,416 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $317,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,588 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,832 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,832 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $982 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $982 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,850 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR ASHUTOSH GUPTA | IndividualWithBooksNm |
| Phone | 6303254604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 |
|---|---|---|---|---|---|---|---|---|
| ASHUTOSH GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUDHA GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SHAILLY BARNES | ||||||||
| 501 W 123RD STREET APT 15F | NEW YORK | NY | 10027 | DIRECTOR | 2.00 | $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 | $1,361,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,370,059 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,370,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,349,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,832 | TotalTaxAmt |
| Distributable Before Adj | $64,643 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,643 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,643 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $103,776 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $260,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,055 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,055 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $255,299 | 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 | $41,335 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $213,964 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $103,776 | ExcessFromYear4Amt |
| Excess From Year3 | $24,241 | ExcessFromYear3Amt |
| Excess From Year2 | $47,524 | ExcessFromYear2Amt |
| Excess From Year1 | $38,423 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ASHUTOSH GUPTA | ContributingManagerNm |
| Contributing Manager | SUDHA GUPTA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUGUSTINE LITERACY PROJECT | ||||||||||||
| 200 HAYES ROAD | CHAPEL HILL | NC | 27517 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| AIMS INDIA FOUNDATION | ||||||||||||
| 13327 MISTY DAWN DRIVE | HERNDON | VA | 20171 | NONE | EXEMPT | CHARITABLE | $5,100 | |||||
| APNA GHAR | ||||||||||||
| 4753 N BROADWAY STREET 632 | CHICAGO | IL | 60640 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| CHINMAYA MISSION CHICAGO | ||||||||||||
| PO BOX 5375 | OAKBROOK | IL | 60522 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| EKAL VIDYALAYA FOUNDATION OF USA | ||||||||||||
| 1712 HIGHWAY 6 SOUTH SUITE A | HOUSTON | TX | 77077 | NONE | EXEMPT | CHARITABLE | $1,095 | |||||
| FRIENDS OF JAN SWASTHYA SAHYOG | ||||||||||||
| 1 LONGFELLOW PL SUITE 2921 | BOSTON | MA | 02114 | NONE | EXEMPT | CHARITABLE | $10,000 | |||||
| HAND IN HAND USA | ||||||||||||
| 710 SAINT JOSEPH SOUTH DRIVE | OAKBROOK | IL | 60523 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| HTGC | ||||||||||||
| 10915 LEMONT ROAD | LEMONT | IL | 60439 | NONE | EXEMPT | CHARITABLE | $6,000 | |||||
| IAMA CHARITABLE FOUNDATION | ||||||||||||
| 2645 W PETERSON ROAD | CHICAGO | IL | 60659 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| EMERALD EXPOSITIONS LLC | ||||||||||||
| 31910 DEL OBISPO STREET SUITE 200 | SAN JUAN CAPISTRANO | CA | 92675 | NONE | EXEMPT | CHARITABLE | $1,362 | |||||
| INDO-AMERICAN HERITAGE MUSEUM | ||||||||||||
| 6328 N CALIFORNIA AVENUE | CHICAGO | IL | 60659 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| POVERTY INITIATIVE | ||||||||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | NONE | EXEMPT | CHARITABLE | $2,500 | |||||
| NZIKANI BENEVOLENT FOUNDATION | ||||||||||||
| 326 WEST 64TH STREET SUITE 314 | CHICAGO | IL | 60621 | NONE | EXEMPT | CHARITABLE | $130 | |||||
| PEOPLE'S RESOURCE CENTER FOOD PANTRY | ||||||||||||
| 104 CHESTNUT | WESTMONT | IL | 60559 | NONE | EXEMPT | CHARITABLE | $200 | |||||
| SOCIETY FOR CHILD DEVELOPMENT | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $5,000 | M63 LAJPAT NAGAR II | NEW DELHI | INDIA | IN | 110 024 | ||||
| VIVEKANANADA VEDANTA SOCIETY | ||||||||||||
| 14630 S LEMONT ROAD | HOMER GLEN | IL | 60491 | NONE | EXEMPT | CHARITABLE | $12,201 | |||||
| YOUTHBUILD LAKE COUNTY | ||||||||||||
| 1812 MORROW AVENUE | NORTH CHICAGO | IL | 60064 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| INDIA DEVELOPMENT SERVICE | ||||||||||||
| 525 JACKSON BLVD | OAK PARK | IL | 60304 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,588 | 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 | $28,409 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,916 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ASHUTOSH GUPTA | |||||||
| 1 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $2,000 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 2 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $49,796 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 3 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $21,508 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 4 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $51,807 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 5 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $47,045 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 6 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $26,775 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 7 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $14,482 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 8 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $18,731 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 9 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $17,258 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 10 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $50,382 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 11 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $24,689 | Yes (X) | |
| ASHUTOSH GUPTA | |||||||
| 12 | 403 ST MARKS COURT | OAK BROOK | IL | 60523 | $20,918 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 49 SHS. ALPHABET INC. | $49,796 | 2017-10-30 |
| 3 | 150 SHS. APPLE INC. | $21,508 | 2017-04-10 |
| 4 | 300 SHS. APPLE INC. | $51,807 | 2017-11-03 |
| 5 | 255 SHS. ALIBABA GROUP HOLDING LTD. | $47,045 | 2017-11-03 |
| 6 | 760 SHS. COMCAST CORPORATION | $26,775 | 2017-11-03 |
| 7 | 215 SHS. DISCOVER FINANCIAL SERVICES | $14,482 | 2017-11-03 |
| 8 | 80 SHS. HUNTINGTON INGALLS INDUSTRIES INC. | $18,731 | 2017-11-03 |
| 9 | 320 SHS. SOUTHWEST AIRLINES CO. | $17,258 | 2017-11-03 |
| 10 | 600 SHS. MICROSOFT CORPORATION | $50,382 | 2017-11-03 |
| 11 | 170 SHS. UNITED RENTALS INC. | $24,689 | 2017-11-03 |
| 12 | 100 SHS. ISHARES S&P MID CAP 400 GROWTH ETF | $20,918 | 2017-11-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,722 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | AT COST | $49,796 | $51,617 |
| BMO HARRIS BANK NA | AT COST | $1,340,999 | $1,572,307 |
| RIJUVEN CORPORATION | AT COST | $125,000 | $125,000 |
| DIVDENDS RECEIVABLE | AT COST | $604 | $604 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,626 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,626 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHUTOSH GUPTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $25 | $0 | $0 |
| FOREIGN TAXES | $488 | $488 | $0 |