UJALA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UJALA FOUNDATION (EIN 26-3274193)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349100332
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T07:55:29-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810696340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RADNOR FINANCIAL ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 DEVON PARK DRIVE SUITE 119 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263274193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UJALA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UJAL | BusinessNameControlTxt |
| Phone | 6103595449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD NO 401 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR RAJIV L GUPTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103595449 | PhoneNum |
| Signature | 2017-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL M ROSENFELD CPA | PreparerPersonNm |
| PTIN | P01750860 | PTIN |
| Phone | 6109750280 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.211.205.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-06 | IPDt |
| IP Tm | 12:09:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 012B127750307102E300B78BC0C2B6BC7665BBBD | 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 | $18,201,764 | 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 | $4,630,168 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $422,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $412,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $726,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $360,406 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,080,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $772,934 | 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 | $9,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,045 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,642 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,642 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,083,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,083,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,109,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,083,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,970,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $747,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $335,644 | CashBOYAmt |
| Cash EOY | $364,119 | CashEOYAmt |
| Cash EOYFMV | $364,119 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,286,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,232,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,463,271 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,997,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,993,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,374,374 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,619,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,590,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,201,764 | 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 | $9,619,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,590,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,619,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,590,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,619,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,590,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,619,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,970,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,590,864 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,590,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DUPONT E I DENEMOURS & CO. | 2010-02-24 | 2016-09-21 | $61,884 | $29,807 | $32,077 | $32,077 | |
| DUPONT E I DENEMOURS & CO. | 2010-01-27 | 2016-09-21 | $200,704 | $93,417 | $107,287 | $107,287 | |
| JD COM INC | 2011-08-23 | 2016-09-07 | $15,037 | $4,103 | $10,934 | $10,934 | |
| LENDINGCLUB CORP | 2012-06-01 | 2016-09-07 | $472 | $154 | $318 | $318 | |
| LENDINGCLUB CORP | 2012-06-01 | 2016-09-07 | $10,172 | $3,316 | $6,856 | $6,856 | |
| LENDINGCLUB CORP | 2012-08-17 | 2016-09-07 | $2,915 | $950 | $1,965 | $1,965 | |
| LENDINGCLUB CORP | 2015-08-17 | 2016-09-07 | $3,044 | $992 | $2,052 | $2,052 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $8,675 | $7,695 | $980 | $980 | |
| MEDTRONIC INC. | 2015-01-23 | 2016-09-07 | $4,858 | $4,309 | $549 | $549 | |
| MAILLINCKRODT PLC | 2005-08-08 | 2016-09-07 | $2,351 | $781 | $1,570 | $1,570 | |
| MAILLINCKRODT PLC | 2005-08-08 | 2016-09-07 | $2,351 | $781 | $1,570 | $1,570 | |
| MAILLINCKRODT PLC | 2005-08-08 | 2016-09-07 | $2,351 | $781 | $1,570 | $1,570 | |
| MAILLINCKRODT PLC | 2005-08-08 | 2016-09-07 | $2,351 | $781 | $1,570 | $1,570 | |
| PENTAIR, INC. | 2013-03-08 | 2016-09-07 | $26,130 | $21,193 | $4,937 | $4,937 | |
| PENTAIR, INC. | 2013-03-08 | 2016-09-07 | $382 | $310 | $72 | $72 | |
| PENTAIR, INC. | 2012-03-10 | 2016-09-07 | $42,318 | $25,980 | $16,338 | $16,338 | |
| PENTAIR, INC. | 2011-03-11 | 2016-09-07 | $1,070 | $556 | $514 | $514 | |
| PENTAIR, INC. | 2011-03-11 | 2016-09-07 | $48,365 | $25,130 | $23,235 | $23,235 | |
| PENTAIR, INC. | 2005-08-08 | 2016-09-07 | $3,823 | $1,896 | $1,927 | $1,927 | |
| PENTAIR, INC. | 2005-08-08 | 2016-09-07 | $3,823 | $1,896 | $1,927 | $1,927 | |
| PENTAIR, INC. | 2005-08-08 | 2016-09-07 | $3,823 | $1,896 | $1,927 | $1,927 | |
| PENTAIR, INC. | 2005-08-08 | 2016-09-07 | $3,823 | $1,896 | $1,927 | $1,927 | |
| PENTAIR, INC. | 2010-10-01 | 2016-09-07 | $627 | $271 | $356 | $356 | |
| PENTAIR, INC. | 2010-10-01 | 2016-09-07 | $27,187 | $11,741 | $15,446 | $15,446 | |
| TELADOC INC. | 2014-09-09 | 2016-09-07 | $2,074 | $1,105 | $969 | $969 | |
| TELADOC INC. | 2011-12-29 | 2016-09-07 | $57 | $9 | $48 | $48 | |
| TELADOC INC. | 2011-08-25 | 2016-09-07 | $5,670 | $911 | $4,759 | $4,759 | |
| TELADOC INC. | 2011-08-25 | 2016-09-07 | $5,384 | $865 | $4,519 | $4,519 | |
| TELADOC INC. | 2011-08-25 | 2016-09-07 | $5,384 | $865 | $4,519 | $4,519 | |
| TELADOC INC. | 2011-08-25 | 2016-09-07 | $5,384 | $865 | $4,519 | $4,519 | |
| TESARO INC. | 2011-06-06 | 2016-09-07 | $3,412 | $297 | $3,115 | $3,115 | |
| TWITTER INC | 2010-12-14 | 2016-09-07 | $856 | $321 | $535 | $535 | |
| TWITTER INC | 2010-12-14 | 2016-09-07 | $1,182 | $443 | $739 | $739 | |
| TWITTER INC | 2010-12-14 | 2016-09-07 | $2,037 | $763 | $1,274 | $1,274 | |
| TWITTER INC | 2010-12-14 | 2016-09-07 | $2,587 | $970 | $1,617 | $1,617 | |
| TWITTER INC | 2010-12-14 | 2016-09-07 | $21,902 | $8,207 | $13,695 | $13,695 | |
| TWITTER INC | 2010-12-14 | 2016-09-07 | $13,080 | $4,901 | $8,179 | $8,179 | |
| TWITTER INC | 2011-01-07 | 2016-09-07 | $21,433 | $8,031 | $13,402 | $13,402 | |
| TWITTER INC | 2011-01-07 | 2016-09-07 | $5,827 | $2,183 | $3,644 | $3,644 | |
| TWITTER INC | 2011-01-07 | 2016-09-07 | $5,827 | $2,183 | $3,644 | $3,644 | |
| TWITTER INC | 2011-01-07 | 2016-09-07 | $9,657 | $3,619 | $6,038 | $6,038 | |
| TWITTER INC | 2011-01-07 | 2016-09-07 | $9,657 | $3,619 | $6,038 | $6,038 | |
| TWITTER INC | 2011-01-07 | 2016-09-07 | $23,043 | $8,634 | $14,409 | $14,409 | |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | 2011-01-18 | 2016-09-02 | $24,980 | $14,895 | $10,085 | $10,085 | |
| CAPITAL GAINS DIVIDENDS | $8,915 | $8,915 | $8,915 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $360,406 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,235,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,207,483 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,187,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,654,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $764,918 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,081,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069027 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $718,863 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,217,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070355 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,679 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,429,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047623 | DistributionYr5Rt |
| Total Distribution | 0.360921 | TotalDistributionRt |
| Average Distribution | 0.072184 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,477,972 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,045,078 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,472 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,052,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,083,500 | 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 | $7,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,528 | OverpaymentAmt |
| Applied To ES Tax | $2,528 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR RAJIV L GUPTA | IndividualWithBooksNm |
| Phone | 6103595449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 | AddressLine1Txt |
| Address Line2 | ESTANCIA | AddressLine2Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAJIV L GUPTA | ||||||||
| 43 SLEEPY HOLLOW DRIVE | NEWTOWN SQUARE | PA | 19073 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KAMLA GUPTA | ||||||||
| 43 SLEEPY HOLLOW DRIVE | NEWTOWN SQUARE | PA | 19073 | SUCCESSOR DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,350,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $347,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,698,449 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,698,449 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,477,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $723,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $723,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,472 | TotalTaxAmt |
| Distributable Before Adj | $716,427 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $716,427 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $716,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,083,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,083,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,472 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,076,028 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $716,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $213,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $217,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $518,260 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $542,258 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,491,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,083,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $716,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $367,073 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,858,775 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,858,775 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $213,816 | ExcessFromYear4Amt |
| Excess From Year3 | $217,368 | ExcessFromYear3Amt |
| Excess From Year2 | $518,260 | ExcessFromYear2Amt |
| Excess From Year1 | $542,258 | ExcessFromYear1Amt |
| Excess From Current Year | $367,073 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | PUBLIC | GENERAL PURPOSE | $50,000 | |
| ALBEMARLE HOUSING IMPROVEMENT PROJECT | |||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | PUBLIC | GENERAL PURPOSE | $30,000 | |
| AMERICAN INDIA FOUNDATION | |||||||
| 216 E 45TH STREET 7TH FLOOR | NEW YORK | NY | 10022 | PUBLIC | GENERAL PURPOSE | $17,500 | |
| ARLINGTON FOOD ASSISTANCE CENTER | |||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET STE 400 | ITHACA | NY | 14850 | PUBLIC | GENERAL PURPOSE | $110,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET STE 310 | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| IIT BOMBAY HERITAGE FOUNDATION | |||||||
| 21710 STEVENS CREEK BOULEVARD STE | CUPERTINO | CA | 95014 | PUBLIC | GENERAL PURPOSE | $1,000 | 115 |
| INDIASPORA | |||||||
| 3450 SACRAMENTO STREET SUITE 615 | SAN FRANCISCO | CA | 94118 | PUBLIC | GENERAL PURPOSE | $9,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC | GENERAL PURPOSE | $575,000 | |
| LEGAL AID SOCIETY OF DC | |||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL PURPOSE | $40,000 | |
| MAKE-A-WISH FOUNDATION | |||||||
| 742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | PUBLIC | GENERAL PURPOSE | $1,000 | |
| MULTIPLE MYELOMA NETWORKING GROUP | |||||||
| PO BOX 426 | FEASTERVILLE | PA | 19053 | PUBLIC | GENERAL PURPOSE | $500 | |
| NAYA FOUNDATION | |||||||
| 102 WATER MILL LANE | MEDIA | PA | 19063 | PUBLIC | GENERAL PURPOSE | $1,000 | |
| PHILADELPHIA MUSEUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | PUBLIC | GENERAL PURPOSE | $100,000 | |
| PHILADELPHIA ZOO | |||||||
| 3400 W GIRARD AVE | PHILADELPHIA | PA | 19104 | PUBLIC | GENERAL PURPOSE | $100,000 | |
| RONALD MCDONALD HOUSE OF SAN DIEGO | |||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | PUBLIC | GENERAL PURPOSE | $2,500 | |
| THE AKANKSHA FUND | |||||||
| PO BOX 1714 | NEW YORK | NY | 10025 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| WHEELS | |||||||
| 1614 WOODSTOCK LN | RESTON | VA | 20194 | PUBLIC | GENERAL PURPOSE | $25,000 | |
| YMCA OF GREATER BRANDYWINE | |||||||
| ONE EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | PUBLIC | GENERAL PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,083,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,659 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,487 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $431,574 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,487 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $450,061 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAJIV L GUPTA | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 ESTANCI | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,630,168 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,630,168 | FairMarketValueAmt |
| Received | 2016-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RADNOR FINANCIAL ADVISORS | CategoryTxt |
| Amt | $9,045 | Amt |
| Net Investment Income | $9,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELPHI AUTOMOTIVE PLC | $1,966,940 | $1,953,150 |
| DOW CHEMICAL COMPANY | $5,159 | $1,533,153 |
| DUPONT | $587,337 | $576,190 |
| NEW MOUNTAIN FINANCE CORP | $1,048,789 | $996,111 |
| JD.COM | $15,094 | $14,679 |
| MCDONALDS | $546,266 | $538,611 |
| MERCK | $498,773 | $493,036 |
| PNC | $567,058 | $564,332 |
| BRISTOL-MYERS SQUIBB | $857,448 | $664,755 |
| ALTRIA GROUP | $1,140,026 | $1,129,254 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD DIVIDEND GROWTH | AT COST | $678,482 | $1,193,255 |
| VANGUARD HIGH DIVIDEND YIELD INDEX | AT COST | $630,025 | $1,268,011 |
| VANGUARD TOTAL STOCK MARKET ETF | AT COST | $1,350,243 | $2,787,284 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | AT COST | $935,105 | $1,686,590 |
| VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL | AT COST | $2,400,000 | $2,439,234 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOCK BOX | Desc |
| Revenue And Expenses Per Books | $130 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID (SCHWAB) | $5,050 | $5,050 | $0 |
| EXCISE TAX | $11,592 | $11,592 | $0 |