STRATEGY STUDIO / PUBLIC DATA EXPLORER

DBM FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DBM FAMILY FOUNDATION (EIN 20-1119103)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-25
IRS object ID
201502379349100100
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-25T06:01:40-00:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GTX INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1264 BIRCH DRIVEAddressLine1Txt
CityROSLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11576ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201119103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DBM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDBMFBusinessNameControlTxt
Phone5712480694PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRENDRA M PARIKHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2015-08-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKetki GandhiPreparerPersonNm
Phone5166268880PhoneNum
Preparation2015-08-25PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$230,918FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,346ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,784InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,784InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,404DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,404DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$257NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,393GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$257CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,791TotalRevAndExpnssAmt
Total Net Invst Incm$4,445TotalNetInvstIncmAmt
Taxes Rev And Expnss$26TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$26TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,490ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,490ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,490TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,275ExcessRevenueOverExpensesAmt
Net Investment Income$4,419NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$190,111SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$179,499SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$179,499SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$42,815CorporateStockBOYAmt
Corporate Stock EOY$43,254CorporateStockEOYAmt
Corporate Stock EOYFMV$27,781CorporateStockEOYFMVAmt
Corporate Bonds EOY$21,448CorporateBondsEOYAmt
Corporate Bonds EOYFMV$23,638CorporateBondsEOYFMVAmt
Total Assets BOY$232,926TotalAssetsBOYAmt
Total Assets EOY$244,201TotalAssetsEOYAmt
Total Assets EOYFMV$230,918TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$232,926RetainedEarningBOYAmt
Retained Earning EOY$244,201RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$232,926TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$244,201TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$232,926TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$244,201TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$232,926TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,275ExcessRevenueOverExpensesAmt
Subtotal$244,201SubtotalAmt
Tot Net Ast Or Fund Balances EOY$244,201TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 BGC PARTNERS CLASS AP2013-11-132014-02-12$1,379$1,145$234$234
100 EV TAX MAN GLB DIV EQUITYP2013-11-132014-08-22$1,014$991$23$23
FieldValueIRS element (for citing)
Capital Gain Net Income$257CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$257NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,317AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$219,060NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.060792DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,602AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$223,162NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.074394DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,705AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$354,192NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.055634DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,855AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$372,051NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.056054DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,154AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$315,454NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.051209DistributionYr5Rt
Total Distribution000.298083TotalDistributionRt
Average Distribution000.059617AverageDistributionRt
Net Vl Noncharitable Assets$228,744NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,637AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$44NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,681AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,490QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$88InvestmentIncomeExciseTaxAmt
Subtotal$88SubtotalAmt
Tax Based On Investment Income$88TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,743EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,743TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,743OriginalReturnTaxPaidAmt
Overpayment$1,655OverpaymentAmt
Applied To ES Tax$1,655AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIRNDRA M PARIKH PRESIDENTIndividualWithBooksNm
Phone5712480694PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BIRDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VIRENDRA M PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169PRESIDENT004.00$0
ROHINI V PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169DIRECTOR000.00$0
VIPUL V PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169DIRECTOR000.00$0
VIRAJ A PARIKH
1922 STONE BRIDGE LANEVILLANOVAPA19085DIRECTOR000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATTACHED STATEMENTDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,356AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$175,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$232,227TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$232,227AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,483CashDeemedCharitableAmt
Net Vl Noncharitable Assets$228,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$88TaxBasedOnInvestmentIncomeAmt
Total Tax$88TotalTaxAmt
Distributable Before Adj$11,349DistributableBeforeAdjAmt
Distributable Before Ded$11,349DistributableBeforeDedAmt
Distributable As Adjusted$11,349DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,490ExpensesAndContributionsAmt
Qualifying Distributions$3,490QualifyingDistributionsAmt
Adjusted Qualifying Distri$3,490AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,349DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,371ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,347ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,995ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,678ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,738ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,129TotalExcessDistributionCyovAmt
Qualifying Distributions$3,490QualifyingDistributionsAmt
Applied To Current Year$3,490AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,859ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,859ExcessDistributionCyovAppCYAmt
Total Corpus$10,270TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,270ExcessDistriCyovToNextYrAmt
Excess From Year3$1,854ExcessFromYear3Amt
Excess From Year2$5,678ExcessFromYear2Amt
Excess From Year1$2,738ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVIRENDRA M PARIKHContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
HIDUISM TODAY
107 KAHULALELE RDKAPAAHI96746NONEPCCHARITABLE$155
HINDU MANDIR
PLEASANT VALLEY RDCENTERVILLEVA20151NONEPCCHARITABLE$31
LSU MEDICAL ALUMNI ASSOC
2020 GRAVIER STNEW ORLEANSLA70112NONEPCCHARITABLE$200
ALUMNI ASSOC OF U OF MICH MEDICAL S
500 S STATE STANN ARBORMI48109NONEPCCHARITABLE$200
VRAJ MANDIR
15 MANOR ROADSCHUYLKILL HAVENPA17072NONEPCCHARITABLE$101
UNI OF TX MD ANDERSON CENTER
1515 HOLOCOMBE BLVDHOUSTONTX77030NONEPCCHARITABLE$100
AMERICAN HEART ASSOC
4217 PARK PLACE CTGLEN ALLENVA23060NONEPCCHARITABLE$100
MUNI SEVA ASHRAM
NONEPCCHARITABLE$1,000P O GOREJGORAJ GUJARATIN391760
INDIA HERITAGE RESEARCH FDN
NONEPCCHARITABLE$101PARMARTH NIKETANHARIDWAR UPIN
IRAIVAN TEMPLE FD
107 KAHULALELE RDKAPPAHI96746NONEPCCHARITABLE$1,001
IDRF
5821 MOSSROCK DRNORTH BETHESDAMD20852NONEPCCHARITABLE$501
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,490TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,784ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,404ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$257ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,445ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,445TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1NOT APPLICABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonVIRENDRA AND ROHINI PARIKHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15918 WATERLOO BRIDGE CIRCLEAddressLine1Txt
CityHAYMARKETCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20169ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,830TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
200 BGC PARTNERS CLASS A2013-11P2014-02$1,379$1,145$234
100 EV TAX MAN GLB DIV EQUITY2013-11P2014-08$1,014$991$23

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm
EOY Book Value$21,448EOYBookValueAmt
EOYFMV$23,638EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$43,254EOYBookValueAmt
EOYFMV$27,781EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
NIRMAL P SHAH
1336 SNOWBERRY LANEWEST CHICAGOIL60185
VIRENDRA AND ROHINI PARIKH
5918 WATERLOO BRIDGE CIRCLEHAYMARKETVA20169

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$26Amt
Net Investment Income$26NetInvestmentIncomeAmt