DESHPANDE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DESHPANDE FAMILY FOUNDATION INC (EIN 20-1947794)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-11
- IRS object ID
- 201702849349100010
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-11T12:57:34-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jain & Jain PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 Sugar Creek Center Blvd Suite 41 | AddressLine1Txt |
| City | Sugar Land | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201947794 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESHPANDE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESH | BusinessNameControlTxt |
| Phone | 4074818191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 S KIRKMAN ROAD SUITE 640 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANIL DESHPANDE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074818191 | PhoneNum |
| Signature | 2017-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | UMESH JAIN CPA | PreparerPersonNm |
| Phone | 2812422420 | PhoneNum |
| Preparation | 2017-10-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.11.195.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-11 | IPDt |
| IP Tm | 12:56:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FAD1B27AFEA7633CADABA11B72E4ADB423B999DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCA15F5C7FC640F473AEFFB32F2A67C25E559022 | 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 | $1,766,269 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $56,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,609 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $20,787 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,703 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36,703 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $93,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,099 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,000 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $380 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $6,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,853 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,233 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,233 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,034 | CashBOYAmt |
| Cash EOY | $4,600 | CashEOYAmt |
| Cash EOYFMV | $4,600 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $620 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $620 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,196,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,235,527 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,261,049 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $535,350 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,736,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,740,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,766,269 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,736,073 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,740,747 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,736,073 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,740,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,736,073 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,740,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,736,073 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,096 | OtherIncreasesAmt |
| Subtotal | $1,740,747 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,740,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STMT A - MORGAN STANLEY #508 119672 117 (LONG TERM) | P | 2015-01-01 | 2016-12-31 | $122,979 | $0 | $100,463 | $22,516 | $0 | $0 | $0 | $22,516 |
| STMT B - RBC CAPITAL #898 14270 (LONG TERM) | P | 2015-01-01 | 2016-12-31 | $258,750 | $0 | $260,479 | -$1,729 | $0 | $0 | $0 | -$1,729 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,787 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,350 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,287 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,652 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,735 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,112,030 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029616 | DistributionYr5Rt |
| Total Distribution | 0.029616 | TotalDistributionRt |
| Average Distribution | 0.005923 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,737,545 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,291 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,330 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,501 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,039 | SubtotalAmt |
| Tax Based On Investment Income | $1,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $620 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,620 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,620 | OriginalReturnOverpaymentAmt |
| Overpayment | $581 | OverpaymentAmt |
| Applied To ES Tax | $581 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANIL DESHPANDE | IndividualWithBooksNm |
| Phone | 4074818191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5401 S KIRKMAN ROAD SUITE 640 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ANIL D DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DRIVE | ORLANDO | FL | 32836 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| CHITRA A DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DRIVE | ORLANDO | FL | 32836 | VICE-PRESIDENT | 20.00 | $0 | $0 | $0 |
| ANJALI A DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DRIVE | ORLANDO | FL | 32836 | SECRETARY | 20.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THERE WERE NO DIRECT CHARITABLE ACTIVITIES PARTICIPATEDIN DURING 2016. THE FOUNDATION DID, HOWEVER, MAKE DIRECTCHARITABLE CONTRIBUTIONS TO VARIOUS RECOGNIZED CHARITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $767,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $991,732 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,764,005 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,764,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,737,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,039 | TotalTaxAmt |
| Distributable Before Adj | $85,838 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,838 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,838 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,501 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,501 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,039 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,462 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,838 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $15,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $173,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,501 | QualifyingDistributionsAmt |
| Applied To Current Year | $85,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,726 | RemainingDistriFromCorpusAmt |
| Total Corpus | $193,003 | TotalCorpusAmt |
| Undistributed Income CY | $63 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $193,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,769 | ExcessFromYear3Amt |
| Excess From Year2 | $59,729 | ExcessFromYear2Amt |
| Excess From Year1 | $97,779 | ExcessFromYear1Amt |
| Excess From Current Year | $19,726 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANIL DESHPANDE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DRIVE | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GENERATION OM INC | ||||||
| PO BOX 85 | GOLDENROD | FL | 32733 | PC | CHARITABLE/EDUCATIONAL | $3,000 |
| ASIAN CULTURAL ASSOCIATION | ||||||
| 2759 MARSH WREN CIRCLE | LONGWOOD | FL | 32779 | PC | CHARITABLE/EDUCATIONAL | $8,000 |
| JIJNYASA RESEARCH & EDUCATION FOUNDATION INC | ||||||
| 3700 34TH STREET | ORLANDO | FL | 32805 | PC | CHARITABLE/EDUCATIONAL | $40,000 |
| HINDU SOCIETY OF CENTRAL FLORIDA | ||||||
| 1994 LAKE DRIVE | CASSELBERRY | FL | 32707 | PC | CHARITABLE/EDUCATIONAL | $9,000 |
| GLOBAL CONNECTIONS FOUNDATION | ||||||
| 215 E LIVINGSTON ST | ORLANDO | FL | 32801 | PC | CHARITABLE/EDUCATIONAL | $2,500 |
| HINDU AMERICAN FOUNDATION | ||||||
| 910 17TH STREET NW | WASHINGTON | DC | 20006 | PC | CHARITABLE/EDUCATIONAL | $10,001 |
| MANAV MANDIR | ||||||
| 7400 WAELTI DRIVE | MELBOURNE | FL | 32940 | PC | CHARITABLE/EDUCATIONAL | $500 |
| MARATHI MANDAL | ||||||
| 709 PICKFAIR TER | LAKE MARY | FL | 32746 | PC | CHARITABLE/EDUCATIONAL | $1,000 |
| UCF FOUNDATION INC | ||||||
| 12424 RESEARCH PARKWAY SUITE 250 | ORLANDO | FL | 32826 | PC | CHARITABLE/EDUCATIONAL | $28,500 |
| INDIAN AMERICAN CHAMBER OF COMMERCE | ||||||
| 670 N ORLANDO AVE | MAITLAND | FL | 32751 | PC | CHARITABLE/EDUCATIONAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,501 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,609 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,312 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT-AEGIS-3990070918 | $595,063 | $588,748 |
| INVESTMENT-MS 119672 117 | $148,733 | $180,570 |
| K-1: 1792 LEE AH INVESTORS LLC | $127,285 | $127,285 |
| K-1: ALOMA MIDDLE INVESTORS LLC | $102,266 | $102,266 |
| K-1: ALOMA SC INVESTORS LLC | $197,594 | $197,594 |
| K-1: TAMPA BA INVESTORS 5 LLC | $59,331 | $59,331 |
| K-1: VISTAR ALABAMA | $5,255 | $5,255 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM SUPREME EMPIRE CORP | $500,000 | $500,000 | $500,000 |
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | $35,350 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM SUPREME EMPIRE CORP | $500,000 | $500,000 | $500,000 |
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | $35,350 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM SUPREME EMPIRE CORP | $500,000 | $500,000 | $500,000 |
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | $35,350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ASSET MANAGEMENT FEES | $2,166 | $2,166 | $2,166 |
| FOREIGN TAXES ON DIVIDEND | $36 | $36 | $36 |
| MARGIN INTEREST | $4,651 | $4,651 | $4,651 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT-1792 LEE AH INVESTORS LLC | $11,436 | $11,436 |
| INVESTMENT-ALOMA MIDDLE INVESTORS | $4,283 | $4,283 |
| INVESTMENT-ALOMA SC INVESTORS LLC | $20,664 | $20,664 |
| INVESTMENT-VISTAR ALABAMA, LLC | $989 | $989 |
| INVESTMENT-TAMPA BA INVESTORS 5 LLC | -$669 | -$669 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CAPITAL GAIN | Desc |
| Amt | $27,096 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAX | CategoryTxt |
| Amt | $380 | Amt |
| Net Investment Income | $380 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $380 | AdjustedNetIncomeAmt |