PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349102743
- Schema version
- 2015v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T16:06:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607143124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311809141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATIMA N SHAH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAT | BusinessNameControlTxt |
| Phone | 3129226400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR RM/STE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIRANJAN SHAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3129226400 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J RYAN | PreparerPersonNm |
| PTIN | P00025318 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,733,350 | 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 | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,536 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,042,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,185 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,295 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $182,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,618 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,307 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,905 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,766 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,554 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,951 | CashBOYAmt |
| Cash EOY | $50,181 | CashEOYAmt |
| Cash EOYFMV | $50,181 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,000 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,037,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,276,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,362,774 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $333,872 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $334,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $320,395 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,627,281 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,661,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,733,350 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,627,281 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,661,428 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,627,281 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,661,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,627,281 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,661,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,627,281 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,147 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,661,428 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,661,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AEGON N V NY | P | 2015-01-02 | 2015-10-14 | $11,051 | $13,388 | -$2,337 | -$2,337 |
| THE ADT CORP | P | 2015-01-16 | 2015-02-03 | $55,609 | $54,729 | $880 | $880 |
| MEDTRONIC PLC SHS | P | 2015-01-27 | 2015-01-28 | $21 | $21 | $21 | |
| EXPRESS SCRIPTS HLDG CO COM | P | 2013-10-25 | 2015-07-31 | $2,706 | $1,751 | $955 | $955 |
| APPLE INC COM | P | 2015-07-30 | 2015-10-09 | $11,172 | $12,207 | -$1,035 | -$1,035 |
| TRINITY INDS | P | 2015-02-23 | 2015-03-16 | $41,855 | $41,525 | $330 | $330 |
| AVALONBAY CMNTYS INC COM | P | 2014-01-06 | 2015-02-09 | $4,053 | $2,919 | $1,134 | $1,134 |
| DISNEY WALT CO COM | P | 2013-08-28 | 2015-08-12 | $2,673 | $1,551 | $1,122 | $1,122 |
| BANK OF NOVA SCOTIA | P | 2015-01-13 | 2015-06-22 | $21,240 | $20,904 | $336 | $336 |
| TYSON FOODS | P | 2015-02-18 | 2015-08-20 | $85,511 | $80,761 | $4,750 | $4,750 |
| CHECK POINT SOFTWARE TECH COM | P | 2012-08-27 | 2015-02-24 | $5,387 | $3,034 | $2,353 | $2,353 |
| TJX COS INC | P | 2014-06-03 | 2015-08-24 | $5,583 | $4,072 | $1,511 | $1,511 |
| CECO ENVIRONMENTAL | P | 2015-05-01 | 2015-08-06 | $13,740 | $17,722 | -$3,982 | -$3,982 |
| LLOYDS BANKING | P | 2011-08-30 | 2015-05-01 | $45,817 | $25,717 | $20,100 | $20,100 |
| EXPRESS SCRIPTS HLDG CO COM | P | 2013-10-25 | 2015-02-26 | $1,682 | $1,232 | $450 | $450 |
| UNITEDHEALTH GROUP INC | P | 2009-10-08 | 2015-08-24 | $1,098 | $211 | $887 | $887 |
| DATALINK CORP | P | 2015-03-30 | 2015-08-27 | $14,423 | $25,796 | -$11,373 | -$11,373 |
| GOLDMAN SACHS | P | 2008-01-25 | 2015-01-15 | $25,000 | $25,292 | -$292 | -$292 |
| HOME DEPOT INC COM | P | 2013-11-13 | 2015-02-26 | $1,723 | $1,151 | $572 | $572 |
| FISERV INC | P | 2007-08-21 | 2015-08-27 | $2,588 | $724 | $1,864 | $1,864 |
| EVERI HLDGS | P | 2015-05-22 | 2015-10-21 | $6,937 | $11,918 | -$4,981 | -$4,981 |
| MAINSTAY | P | 2014-01-01 | 2015-06-30 | $58,261 | $62,105 | -$3,844 | -$3,844 |
| VISA | P | 2010-12-20 | 2015-03-06 | $4,036 | $1,023 | $3,013 | $3,013 |
| DISNEY WALT CO COM | P | 2013-08-28 | 2015-10-29 | $2,865 | $1,527 | $1,338 | $1,338 |
| FINISH LINE INC | P | 2014-12-24 | 2015-01-07 | $48,134 | $45,315 | $2,819 | $2,819 |
| MAINSTAY | P | 2015-01-01 | 2015-06-30 | $1,895 | -$1,895 | -$1,895 | |
| DIRECTV COM | P | 2013-03-07 | 2015-03-12 | $3,442 | $1,975 | $1,467 | $1,467 |
| OMNICOM GROUP INC | P | 2014-07-16 | 2015-11-04 | $3,299 | $3,202 | $97 | $97 |
| GILEAD SCIENCES | P | 2014-12-24 | 2015-02-02 | $113,999 | $102,909 | $11,090 | $11,090 |
| BARCLAYS | P | 2014-01-01 | 2015-12-02 | $33,962 | $48,165 | -$14,203 | -$14,203 |
| TJX COS INC | P | 2013-03-13 | 2015-03-30 | $2,460 | $1,579 | $881 | $881 |
| GENERAL ELEC CO | P | 2003-05-29 | 2015-11-11 | $2,724 | $2,556 | $168 | $168 |
| GREEN DOT CORP | P | 2015-03-16 | 2015-06-23 | $24,520 | $19,806 | $4,714 | $4,714 |
| BARCLAYS | P | 2014-01-01 | 2015-12-02 | $16,682 | $26,976 | -$10,294 | -$10,294 |
| COMCAST CORP CL A | P | 2011-08-22 | 2015-04-27 | $2,352 | $666 | $1,686 | $1,686 |
| BANK OF AMERICA | P | 2014-07-23 | 2015-12-04 | $5,783 | $4,158 | $1,625 | $1,625 |
| HAWAIIAN ELEC INDS | P | 2014-07-22 | 2015-02-11 | $50,277 | $36,744 | $13,533 | $13,533 |
| HARBOR INTERNATIONAL | P | 2015-01-01 | 2015-12-02 | $48 | -$48 | -$48 | |
| GOOGLE INC | P | 2011-03-15 | 2015-05-05 | $25 | $25 | $25 | |
| INVENSENSE | P | 2014-12-31 | 2015-02-12 | $16,302 | $16,332 | -$30 | -$30 |
| HARBOR INTERNATIONAL | P | 2014-01-01 | 2015-12-02 | $67,307 | $76,511 | -$9,204 | -$9,204 |
| AETNA INC NEW COM | P | 2012-05-18 | 2015-06-04 | $2,308 | $766 | $1,542 | $1,542 |
| MICRON TECHNOLOGY | P | 2015-02-09 | 2015-03-20 | $20,044 | $20,105 | -$61 | -$61 |
| APACHE CORP | P | 2013-02-27 | 2015-01-26 | $4,082 | $5,172 | -$1,090 | -$1,090 |
| TERADATA CORP DEL COM | P | 2013-05-09 | 2015-06-12 | $2,496 | $3,327 | -$831 | -$831 |
| NEXTERA ENERGY | P | 2015-06-01 | 2015-08-06 | $63,429 | $61,039 | $2,390 | $2,390 |
| COVIDIEN PLC SHS | P | 2015-01-01 | 2015-01-27 | $712 | $712 | $712 | |
| WILLIAMS COS INC COM | P | 2012-12-13 | 2015-06-22 | $2,392 | $1,262 | $1,130 | $1,130 |
| NXP SEMICONDUCTORS | P | 2015-10-06 | 2015-10-07 | $37,962 | $37,127 | $835 | $835 |
| COVIDIEN PLC SHS | P | 2014-01-01 | 2015-01-27 | $13,426 | $7,367 | $6,059 | $6,059 |
| BANK OF AMERICA | P | 2014-02-28 | 2015-07-14 | $3,155 | $3,053 | $102 | $102 |
| SANFILIPPO JOHN | P | 2015-03-03 | 2015-05-01 | $51,801 | $36,068 | $15,733 | $15,733 |
| MEDTRONIC INC | P | 2014-06-20 | 2015-01-27 | $4,617 | $3,880 | $737 | $737 |
| MARATHON OIL CORP COM | P | 2013-10-28 | 2015-07-29 | $3,304 | $5,597 | -$2,293 | -$2,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,185 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,138 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,954 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,954 | SubtotalAmt |
| Tax Based On Investment Income | $1,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $446 | OverpaymentAmt |
| Applied To ES Tax | $446 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
| Individual With Books | PRATIMA N SHAH | IndividualWithBooksNm |
| Phone | 3129226400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SOUTH WACKER DR SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|
| NIRANJAN SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| PRATIMA N SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | TREASURER | 5.00 | $0 | $0 | $0 |
| SMITA SHAH | ||||||||
| 300 S WACKER | CHICAGO | IL | 60606 | SECRETARY | 5.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,695,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,791,117 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,791,117 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,764,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,954 | TotalTaxAmt |
| Distributable Before Adj | $86,259 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,259 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,259 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,554 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $132,554 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $132,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,259 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,483 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $588 | TotalForPriorYearsAmt |
| Qualifying Distributions | $132,554 | QualifyingDistributionsAmt |
| Applied To Year1 | $87,483 | AppliedToYear1Amt |
| Applied To Prior Years | $588 | AppliedToPriorYearsAmt |
| Applied To Current Year | $44,483 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $41,776 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIRST CHURCH OF RELIGIOUS | ||||||
| 800 N CLARK ST | CHICAGO | IL | 60610 | PC | ONGOING SUPPORT OF PARISHIONERS | $3,053 |
| LOYOLA UNIVERSITY CHICAGO | ||||||
| 1032 W SHERIDAN ROAD | CHICAGO | IL | 60660 | PC | SUPPORT FOR EDUCATION | $10,000 |
| BAPS | ||||||
| 1851 S IL RT 59 | BARTLETT | IL | 60103 | PC | ONGOING SUPPORT OF PARISHIONERS | $16,500 |
| EDUCATION & HEALTH USA | ||||||
| 7501 CREEK MEADOW DR | FORT WORTH | TX | 76123 | PC | SUPPORT FOR EDUCATION | $100,000 |
| HANUMAN TEMPLE | ||||||
| 2390 DORINA DRIVE | NORTHFIELD | IL | 60093 | PC | ONGOING SUPPORT OF PARISHIONERS | $2,001 |
| AKARAMA FOUNDATION | ||||||
| 6220 S INGLESIDE AVE | CHICAGO | IL | 60637 | PC | SUPPORT FOR COMMUNITY PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,554 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,536 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,897 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,295 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,168 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,450 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,168 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,913 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIRANJAN SHAH EDU FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOREIGN PRIVATE | OrganizationTypeDesc |
| Relationship Description | SAME DIRECTORS | RelationshipDescriptionTxt |
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 Person | PRATIMA SHAH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S WACKER DR | AddressLine1Txt |
| Address Line2 | SUITE 200 | AddressLine2Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $334,255 | EOYBookValueAmt |
| EOYFMV | $320,395 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $747,966 | $895,672 |
| VARIOUS MUTUAL FUNDS | $529,026 | $467,102 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $8,905 | $8,905 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MAGELLAN PTP | $1,255 |
| BLACKSTONE PTP | $40 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| SEC OF STATE | $25 |
| FEDERAL TAXES | $4,282 |