SIDHU FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SIDHU FAMILY FOUNDATION INC (EIN 59-3449183)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2018-03-06
- IRS object ID
- 201840659349100709
- Schema version
- 2016v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-06T15:38:03-06:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593449183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDHU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDH | BusinessNameControlTxt |
| Phone | 4074380734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10229 TAVISTOCK ROAD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUPINDER S SIDHU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074380734 | PhoneNum |
| Signature | 2017-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele Rosenberg | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2017-11-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.170.79.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-28 | IPDt |
| IP Tm | 15:14:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7348921E07C7DE0C2DAAA358FADB138D5326E54E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,751,137 | 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 | $680,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $102,564 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,564 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $270,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,305 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,942 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,121,718 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $650 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $650 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $650 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $256,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $256,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $266,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $825,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $411,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $749,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $596,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $596,128 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,320,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,559,192 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,521,041 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $659,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $633,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $633,968 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,729,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,789,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,751,137 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,500 | 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 | $5,697,881 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,789,288 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,697,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,789,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,729,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,789,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,697,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $825,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,522,977 | SubtotalAmt |
| Other Decreases | $733,689 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,789,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 287 SHS MADISON COVERED CALL & EQUITY | P | 2016-09-30 | 2016-10-31 | $2,196 | $2,161 | $35 | $35 |
| 2895 SHS MADISON COVERED CALL & EQUITY | P | 2015-09-30 | 2016-10-31 | $22,156 | $29,248 | -$7,092 | -$7,092 |
| 8000 SHS APPLIED MATERIALS INC | P | 2015-07-06 | 2016-09-07 | $239,990 | $153,117 | $86,873 | $86,873 |
| 8000 SHS VALE | P | 2014-10-23 | 2016-12-12 | $74,033 | $85,669 | -$11,636 | -$11,636 |
| 8000 SHS VALE | P | 2012-09-07 | 2016-11-28 | $65,913 | $127,845 | -$61,932 | -$61,932 |
| Capital Gains Dividends | P | $11,309 | $11,309 | $11,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $345,598 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,514,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,197 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,958,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045152 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $285,031 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,643,992 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,663 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,832,955 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041602 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,673 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,251,108 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035740 | DistributionYr5Rt |
| Total Distribution | 0.228062 | TotalDistributionRt |
| Average Distribution | 0.045612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,049,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $275,939 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $280,052 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $266,599 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,252 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,252 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,025 | OverpaymentAmt |
| Applied To ES Tax | $9,025 | 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 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RUPINDER S SIDHU | IndividualWithBooksNm |
| Phone | 4074380734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10229 TAVISTOCK ROAD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RUPINDER S SIDHU | ||||||||
| 10229 TAVISTOCK ROAD | ORLANDO | FL | 32827 | PRESIDENT | 2.00 | $650 | $0 | $0 |
| MICHELE ROSENBERG | ||||||||
| C/O CORNICK GARBER 825 THIRD AVE | NEW YORK | NY | 10022 | DIRECTOR | 0.25 | $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 | $4,751,395 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $756,458 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $633,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,141,821 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,141,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,127 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,049,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,227 | TotalTaxAmt |
| Distributable Before Adj | $294,258 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,258 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,258 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $266,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $266,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $266,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,258 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $250,187 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $266,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $250,187 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,412 | 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 | $277,846 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BACH FESTIVAL SOCIETY | ||||||||||||
| 100 HOLT AVENUE | WINTER PARK | FL | 32789 | NONE | PUBLIC CHARITY | To present Sebestian Bach's orchestral and choral music to the public for its enlightenment, education, pleasure, and enjoyment | $1,000 | |||||
| WALKING MOUNTAINs SCIENCE CENTER | ||||||||||||
| 318 Walking Mountains Lane | AVON | CO | 81620 | NONE | PUBLIC CHARITY | To awaken a sense of wonder and inspire environmental stewardship and sustainability through natural science education | $1,000 | |||||
| BRAVO VAIL VALLEY MUSEUM | ||||||||||||
| 601 VAIL VALLEY DRIVE | VAIL | CO | 81657 | NONE | PUBLIC CHARITY | SUPPORT OF CULTURAL ACTIVITIES | $1,250 | |||||
| BOYS & GIRLS CLUB | ||||||||||||
| 11500 SE LARES AVENUE | HOBE SOUND | FL | 33475 | NONE | PUBLIC CHARITY | ENRICHMENT FOR CHILDREN | $1,500 | |||||
| GLOBAL PREMIER SOCCER FLORIDA | ||||||||||||
| 933 LEE ROAD 401 | ORLANDO | FL | 32810 | NONE | PUBLIC CHARITY | To suppoert soccer clubs dedicated to helping soccer players get into college | $1,000 | |||||
| CENTRAL FLORIDA YMCA | ||||||||||||
| 433 NORTH MILLS AVENUE | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | To help today's youth develop into strong, healthy, well-educated adults | $1,500 | |||||
| DUKE UNIVERSITY | ||||||||||||
| 324 BLACKWELL STREET | DURHAM | NC | 27701 | NONE | PUBLIC CHARITY | TO SUPPORT AN ACEDEMIC AND RESEARCH UNIVERSITY | $35,750 | |||||
| GUARDIAN SCHOLARS FOUNDATION | ||||||||||||
| 3775 EP TRUE PKWY SUITE 254 | WEST DES MOINES | IA | 50265 | NONE | PUBLIC CHARITY | PROVIDE SCHOLARSHIPS TO FOSTER CARE YOUNG ADULTS | $10,000 | |||||
| INSTITUTE OF CONTEMPORARY ART | ||||||||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | To present outstanding contemporary art in all media that is deserving of public attention | $100 | |||||
| PRATHAM USA | ||||||||||||
| 55 EXCHANGE PLACE SUITE 402 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | To provide education to children in Mumbai slums | $5,000 | |||||
| GURDWARA NANAKSAR FLORIDA | ||||||||||||
| 2480 NORTH HOAGLAND BLVD | KISSIMMEE | FL | 34741 | NONE | PUBLIC CHARITY | PROVIDE SOCIAL SERVICES | $10,000 | |||||
| KATE AND JUSTIN ROSE FOUNDATION | ||||||||||||
| 10524 MOSS PARK ROAD SUITE 204-712 | oRLANDO | FL | 32832 | NONE | PUBLIC CHARITY | FEEDING HUNGRY TUMMIES AND CURIOUS MINDS | $7,500 | |||||
| PAN MASS CHALLENGE NEEDHAM | ||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | TO SUPPORT THE FIGHT AGAINST CANCER | $3,000 | |||||
| LAKE HIGHLAND PREPARATORY SCHOOL | ||||||||||||
| 901 N HIGHLAND AVE | ORLANDO | FL | 32803 | NONE | PUBLIC CHARITY | EDUCATION FOR CHILDREN | $10,000 | |||||
| READ ALLIANCE | ||||||||||||
| 80 MAIDEN LANE | NEW YOK | NY | 10038 | NONE | PUBLIC CHARITY | To improve the educational trajectory of at-risk, early elementary students through one-to-one tutoring in foundational reading skills | $2,500 | |||||
| MCKENZIE NOELLE WILSON FOUNDATION | ||||||||||||
| 13936 ASCOT DRIVE | JACKSONVILLE | FL | 32250 | NONE | PUBLIC CHARITY | To help young people recognize their full potential by providing programs that encourage caring for others, giving to those in need, and growing in their own spirituality | $6,000 | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | To encourage and develop the study of the fine arts | $600 | |||||
| MIDDLESEX SCHOOL CONCORD | ||||||||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | To help students bring their talents to fruition as knowledgeable, capable, responsible and moral citizens of the world | $35,000 | |||||
| MILTON ACADEMY | ||||||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | To cultivate in its students a passion for learning and a respect for others and create a community in which individuals develop competence, confidence and character | $65,250 | |||||
| MUSEUM OF MODERN ART | ||||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | The encouragement of an ever-deeper understanding and enjoyment of modern and contemporary art | $175 | |||||
| ANGEL HOUSE ORPHANAGE FOUNDATION | ||||||||||||
| NONE | PUBLIC CHARITY | PROVIDE A HOME FOR ORPHANED CHILDREN | $1,000 | BATO-BATO | SAN ISIDRO | DAVAO ORIENTAL | RP | 8209 | ||||
| THE BONE MARROW FOUNDATION | ||||||||||||
| 515 MADISON AVE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | To support patients, their families and caregivers every step of the way during a bone marrow, stem cell or cord blood transplant | $225 | |||||
| THE CHAPIN SCHOOL | ||||||||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | To prepare young women to thrive and lead in a global society through dedication to academic excellence, personal integrity and community responsibility | $1,500 | |||||
| WHITNEY MUSEUM | ||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | TO PROMOTE AMERICAN ART OF THE 20TH AND 21ST CENTURIES | $500 | |||||
| UNIVERSITY OF MASSACHUSETTS | ||||||||||||
| 37 MATHER DRIVE | AMHERST | MA | 01002 | NONE | PUBLIC CHARITY | SUPPORT OF PUBLIC UNIVERSITY EDUCATION | $40,000 | |||||
| VAIL VALLEY FOUNDATION | ||||||||||||
| 90 WEST BENCHMARK ROAD 300 | AVON | CO | 81620 | NONE | PUBLIC CHARITY | To enhance and sustain the quality of life in the Vail Valley by providing leadership in the arts, athletics, and education | $15,000 | |||||
| BOSTON MUSEUM OF FINE ARTS | ||||||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | SUPPORT CULTURAL ACTIVITIES | $300 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $256,650 | 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 | $102,564 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,305 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,368 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUPINDER SIDHU | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10229 TAVISTOCK ROAD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $680,350 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 35,000 SHS. - EVERBANK FINANCIAL CORP | NoncashPropertyDesc |
| Fair Market Value | $680,350 | FairMarketValueAmt |
| Received | 2016-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORNICK, GARBER & SANDLER, LLP | CategoryTxt |
| Amt | $12,250 | Amt |
| Net Investment Income | $12,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL 53456 | $987,063 | $607,116 |
| UBS FINANCIAL 53770 | $3,434,873 | $4,133,672 |
| UBS FINANCIAL 53775 | $137,256 | $780,253 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FREESTONE ADVANTAGE PARTNERS | AT COST | $357,023 | $357,023 |
| EVERBANK FINANCIAL | AT COST | $209,820 | $209,820 |
| LEGG MASON REAL ESTATE INV. FD | AT COST | $67,125 | $67,125 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK / TAX DIFFERENCE FROM FREESTONE ADVANTAGE PARTNERS II, LP | $76,684 |
| EXCESS OF FMV OVER COST OF CONTRIBUTED SECURITIES | $657,005 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $18,499 | $9,250 | $9,249 |
| INVESTMENT ADVISORY FEES | $1,743 | $1,743 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FREESTONE ADVANTAGE PARTNERS | $50,939 | $50,939 | $50,939 |
| CASH IN LIEU - KEY | $3 | $3 | $3 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS VISA CARD | Desc |
| BOY Book Value | $31,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $6,080 | $6,080 | $0 |
| PAYROLL TAXES | $100 | $50 | $50 |