HERSHA H AND HASU P SHAH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HERSHA H AND HASU P SHAH FAMILY FOUNDATION (EIN 20-2011302)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201731359349103803
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:37:17-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boles Metzger Brosius & Walborn PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 N Front Street | AddressLine1Txt |
| City | Harrisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202011302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERSHA H AND HASU P SHAH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASU P SHAH | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William B Boles CPA | PreparerPersonNm |
| PTIN | P00168811 | PTIN |
| Phone | 7172380446 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $3,703,782 | 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 | $104,652 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,860 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,860 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $289,021 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $289,021 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $289,021 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $4,504 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $9,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,630 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $470,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $365,511 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $355,884 | TotalAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $25,010 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $25,010 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $274,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $274,025 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $299,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $299,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $299,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $355,884 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,261 | CashBOYAmt |
| Cash EOY | $97,263 | CashEOYAmt |
| Cash EOYFMV | $97,263 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,093 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,725 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,292,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,283,195 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,750,794 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,488,118 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $105,609 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,407,519 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,382,509 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,805,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $30,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,834,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,813,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,703,782 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $1,506,509 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,476,996 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,506,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,476,996 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,327,952 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,336,696 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,327,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,834,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,813,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,327,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,143 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,341,095 | SubtotalAmt |
| Other Decreases | $4,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,336,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 35 VANGUARD 500 INDEX ADMIRAL | P | 2010-01-01 | 2015-07-17 | $7,000 | $4,687 | $2,313 | $2,313 |
| 1 BB&T IN LIEU OF | P | 2015-01-01 | 2015-08-06 | $38 | $35 | $3 | $3 |
| 1 SUSQUEHANNA BANCSHARES | P | 2010-01-01 | 2015-08-06 | $7,314 | $7,314 | $7,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,630 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $184,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,072,526 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08882 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,076 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,823,795 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05487 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,502,596 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06234 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,797 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,230,803 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10627 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,699 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,218,961 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04569 | DistributionYr5Rt |
| Total Distribution | 0.357996 | TotalDistributionRt |
| Average Distribution | 0.071599 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,235,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,985 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,330 | SubtotalAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $776 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASU P SHAH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172364400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HERSHA DRIVE | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17102 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HASU P SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| HARSHA H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| JAY H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| NEIL H SHAH | ||||||
| 44 HERSHA DRIVE | HARRISBURG | PA | 17102 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,832,726 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,805,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,746,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $1,476,996 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,269,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,235,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,330 | TotalTaxAmt |
| Distributable Before Adj | $110,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,985 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $157,985 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $157,985 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,463 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $53,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $162,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,985 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,522 | RemainingDistriFromCorpusAmt |
| Total Corpus | $210,324 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $210,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,206 | ExcessFromYear4Amt |
| Excess From Year3 | $19,205 | ExcessFromYear3Amt |
| Excess From Year2 | $8,886 | ExcessFromYear2Amt |
| Excess From Year1 | $81,505 | ExcessFromYear1Amt |
| Excess From Current Year | $47,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HASU P SHAH | ContributingManagerNm |
| Contributing Manager | HARSHA H SHAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONAK CHARITY TRUST | ||||||||||||
| 27 BAUTAMNAGAR SOCIETY RACE COURSE | VADODARA | GUJARAT | IN | 39007 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $74,252 | ||||
| RNC Free Eye Hospital | ||||||||||||
| Kapadia Chal | Valsad | Gujarat | IN | 396001 | N/A | NONE | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $78,733 | ||||
| The Dalubhai Goplbhai Patel Fund In | ||||||||||||
| N/A | PC | TO AID IN THE ACCOMPLISHMENT OF THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,000 | 223 Oak Hill Road | Horseheads | NY | 14845 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,985 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,860 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,630 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,994 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MR HASU P SHAH | ||||||
| 1 | 1748 CONWAY HEATH | CAMP HILL | PA | 17011 | $8,257 | Yes (X) |
| DR SANDEEP and NEETA PATEL | ||||||
| 2 | 100 CENTRAL AVENUE SUITE 200 | ST PETERSBURG | FL | 33701 | $47,000 | Yes (X) |
| JASHBHAI BHANUMATI PATEL | ||||||
| 3 | 1722 PATRICIA LANE | FLOSSMOOR | IL | 60422 | $10,000 | Yes (X) |
| BP FOUNDATION | ||||||
| 4 | 104 MORGAN LANE | PLAINSBORO | NJ | 08536 | $5,000 | Yes (X) |
| Mr Mrs Dilipkumar M Patel | ||||||
| 5 | 238 E JOHNSON AVENUE | BERGENFIELD | NJ | 07621 | $5,000 | Yes (X) |
| Refund Advisors LLC | ||||||
| 6 | 81 Pondfield Road | Bronxville | NY | 10708 | $6,526 | Yes (X) |
| Costco Wholesale | ||||||
| 7 | 5125 jonestown road | harrisburg | PA | 17112 | $15,367 | Yes (X) |
| MR SHAUN BANTHIYA | ||||||
| 8 | 15027 STONEYVIEW DRIVE | HOUSTON | TX | 77083 | $5,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| 1800 N 2ND STREET BLDG | 2008-12-03 | $328,000 | $53,983 | SL | 40.0000 | $8,200 | $8,200 |
| 1721 N. Front St BLDG | 2013-12-06 | $672,417 | $26,616 | SL | 40.0000 | $16,810 | $16,810 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFSCX | $190,740 | $233,543 |
| DISVX | $80,306 | $84,110 |
| DFIVX | $105,825 | $93,954 |
| VFIAX | $410,021 | $712,800 |
| VIMSX | $92,113 | $172,173 |
| HT | $287,254 | $348,797 |
| BBT | $17,156 | $16,238 |
| DFECEX | $99,780 | $89,179 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $1,000,417 | $105,609 | $894,808 | $1,317,299 |
| Land | $487,701 | $487,701 | $487,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HERSHA MBIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $30,000 | BookValueAmt |
| EOYFMV | $30,000 | EOYFMVAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $1,019,727 | MortgageAmt |
Note Payable NotePayableGrp (3 entries)
| Balance DueBalanceDueAmt | Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|
| SUSQUEHANNA BANK | ||||||
| $352,240 | ||||||
| SUSQUEHANNA BANK | ||||||
| $667,487 | ||||||
| HERSHA CAPITAL | ||||||
| $479,667 | NONE | $175,000 | 2008-12 | UPON DEMAND | UNSECURED | INVESTMENT BUILDING |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $4,399 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOUNDATION FEES | $3,300 | $3,300 |
| GENERAL EXPENSES | $10,645 | $10,645 |
| INVESTMENT & BANK FEES | $573 | $573 |
| Rental Expenses | $259,507 | $259,507 |