UJALA FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UJALA FOUNDATION (EIN 26-3274193)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201641329349101304
- 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 Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T09:17:14-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-08 | 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 |
| 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 | $14,103,328 | 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 | $980,196 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $400,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $400,595 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $361,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,017,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $483,790 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,741,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $884,385 | 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 | $12,781 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,781 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,388 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,244,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,244,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,274,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,244,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $467,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $859,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $237,702 | CashBOYAmt |
| Cash EOY | $335,644 | CashEOYAmt |
| Cash EOYFMV | $335,644 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,585,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,286,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,046,744 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,328,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,997,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,720,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,152,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,619,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,103,328 | 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 | $9,152,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,619,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,152,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,619,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,152,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,619,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,152,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $467,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,619,952 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,619,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| Vanguard Dividend Growth | 2014-03-21 | 2015-10-19 | $1,052 | $988 | $64 | $64 | |
| Vanguard Dividend Growth | 2014-03-21 | 2015-10-19 | $789 | $741 | $48 | $48 | |
| Vanguard Dividend Growth | 2013-12-17 | 2015-10-19 | $7,107 | $6,390 | $717 | $717 | |
| Vanguard Dividend Growth | 2010-01-25 | 2015-10-19 | $274,774 | $157,062 | $117,712 | $117,712 | |
| Vanguard High Dividend Yield | 2010-01-25 | 2015-10-19 | $299,993 | $170,413 | $129,580 | $129,580 | |
| Vanguard Dividend Growth | 2014-12-22 | 2015-10-19 | $14,887 | $15,273 | -$386 | -$386 | |
| Vanguard Dividend Growth | 2014-12-22 | 2015-10-19 | $4,400 | $4,514 | -$114 | -$114 | |
| Vanguard Dividend Growth | 2015-03-26 | 2015-10-19 | $18,841 | $18,867 | -$26 | -$26 | |
| Vanguard Dividend Growth | 2015-03-26 | 2015-10-19 | $3,130 | $3,134 | -$4 | -$4 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,116 | $2,641 | $3,475 | $3,475 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,116 | $2,641 | $3,475 | $3,475 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $12,232 | $5,282 | $6,950 | $6,950 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $12,232 | $5,282 | $6,950 | $6,950 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,116 | $2,641 | $3,475 | $3,475 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,116 | $2,641 | $3,475 | $3,475 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,116 | $2,641 | $3,475 | $3,475 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $12,232 | $5,282 | $6,950 | $6,950 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,116 | $2,641 | $3,475 | $3,475 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $19,876 | $8,583 | $11,293 | $11,293 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $306 | $132 | $174 | $174 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,120 | $2,641 | $3,479 | $3,479 | |
| Brisol Myers Squibb | 2010-12-31 | 2015-02-23 | $6,544 | $2,826 | $3,718 | $3,718 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $54,614 | $22,611 | $32,003 | $32,003 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $6,116 | $2,532 | $3,584 | $3,584 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $61,158 | $25,320 | $35,838 | $35,838 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $15,718 | $6,507 | $9,211 | $9,211 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $12,232 | $5,064 | $7,168 | $7,168 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $18,347 | $7,596 | $10,751 | $10,751 | |
| Brisol Myers Squibb | 2011-02-01 | 2015-02-23 | $73,390 | $34,690 | $38,700 | $38,700 | |
| Chemours | 2010-01-27 | 2015-10-21 | $1,159 | $1,593 | -$434 | -$434 | |
| Chemours | 2010-01-27 | 2015-10-21 | $582 | $774 | -$192 | -$192 | |
| Chemours | 2010-01-27 | 2015-10-21 | $2,549 | $3,386 | -$837 | -$837 | |
| Chemours | 2010-01-27 | 2015-10-21 | $626 | $832 | -$206 | -$206 | |
| Capital Gains Dividends | $40,249 | $40,249 | $40,249 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $483,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,187,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,654,159 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086958 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $764,918 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,081,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069027 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $718,863 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,217,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070355 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $496,679 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,429,373 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $512,163 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,972,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051356 | DistributionYr5Rt |
| Total Distribution | 0.325319 | TotalDistributionRt |
| Average Distribution | 0.065064 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,207,483 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $924,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,592 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $932,988 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,244,040 | 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 | $8,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,592 | TaxDueAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | $14,034,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,423,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,423,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,207,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $710,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $710,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,592 | TotalTaxAmt |
| Distributable Before Adj | $701,782 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $701,782 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $701,782 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,244,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,244,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,592 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,235,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $701,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,042 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $213,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $217,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $518,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $980,486 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,244,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $701,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $542,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,522,744 | 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 | $31,042 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,491,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $213,816 | ExcessFromYear3Amt |
| Excess From Year2 | $217,368 | ExcessFromYear2Amt |
| Excess From Year1 | $518,260 | ExcessFromYear1Amt |
| Excess From Current Year | $542,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE HOUSING IMPROVEMENT PROJECT | ||||||
| 2127 Berkmar Drive | Charlottesville | VA | 22901 | public | general Purpose | $25,000 |
| BOYS & GIRLS CLUB OF PHILADELPHIA | ||||||
| 1518 WALNUT STREET STE 712 | Philadelphia | PA | 19102 | Public | GENERAL PURPOSE | $1,800 |
| Conservancy of SW Florida | ||||||
| 1495 Smith Preserve Way | Naples | FL | 34102 | PUblic | General Purpose | $5,000 |
| CORNELL UNIVERSITY | ||||||
| 130 E SENECA STREET STE 400 | ITHACA | NY | 14850 | Public | General Purpose | $215,000 |
| DREXEL UNIVERSITY | ||||||
| 3141 CHESTNUT STREET STE 310 | PHiladelphia | PA | 19104 | Public | General Purpose | $5,000 |
| Johns Hopkins University | ||||||
| 3400 N Charles Street | Baltimore | MD | 21218 | public | General Purpose | $840,854 |
| Legal Aid Society of DC | ||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | Public | General Purpose | $51,386 |
| Philadelphia Zoo | ||||||
| 3400 W Girard Ave | Philadelphia | PA | 19104 | Public | General Purpose | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,244,040 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $400,595 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $361,108 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $761,703 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $761,703 | 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 Person | RAJIV L GUPTA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 Sleepy Hollow Drive | AddressLine1Txt |
| City | Newtown Square | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $980,196 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 11,000 Shares Delphi Automotive; 785 Shares Chemours | NoncashPropertyDesc |
| Fair Market Value | $980,196 | FairMarketValueAmt |
| Received | 2015-06-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Radnor Financial Advisors | CategoryTxt |
| Amt | $12,781 | Amt |
| Net Investment Income | $12,781 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRISTOL MYERS SQUIBB | $0 | $0 |
| DELPHI AUTOMOTIVE PLC | $1,966,940 | $2,486,170 |
| DOW CHEMICAL COMPANY | $5,159 | $1,379,355 |
| DUPONT | $265,821 | $261,405 |
| NEW MOUNTAIN FINANCE CORP | $1,048,789 | $919,814 |
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 | $667,331 | $1,131,612 |
| VANGUARD HIGH DIVIDEND YIELD INDEX | AT COST | $630,025 | $1,117,061 |
| VANGUARD TOTAL STOCK MARKET ETF | AT COST | $1,350,243 | $2,520,931 |
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | AT COST | $950,000 | $1,550,725 |
| VANGUARD TOTAL INT'L STOCK INDEX ADMIRAL | AT COST | $2,400,000 | $2,400,611 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid (Schwab) | $4,398 | $4,398 | $0 |
| EXCISE TAX | $7,990 | $7,990 | $0 |