PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201521359349102667
- 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
- 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 | 2015-05-15T10:21:58-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 200 | AddressLine2Txt |
| 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 | 2015-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J RYAN | PreparerPersonNm |
| PTIN | P00025318 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,868,171 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,400 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,400 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $544,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,244 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $3,253 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,253 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $305,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,158 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,253 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,363 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,636 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,253 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $339,052 | CashBOYAmt |
| Cash EOY | $160,951 | CashEOYAmt |
| Cash EOYFMV | $160,951 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,580 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $517,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,037,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,284,001 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $468,627 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $333,872 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $327,639 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,435,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,627,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,868,171 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,435,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,627,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,435,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,627,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,435,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,627,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,435,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,461 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,627,281 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,627,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INTL BUSINESS MACH | P | 2014-11-11 | 2014-12-31 | $24,168 | $24,535 | -$367 | -$367 |
| UNITEDHEALTH GROUP INC COM | P | 2009-08-10 | 2014-06-03 | $2,712 | $835 | $1,877 | $1,877 |
| VISA INC COM CL A | P | 2010-12-20 | 2014-07-14 | $2,206 | $682 | $1,524 | $1,524 |
| COMCAST CORP CL A | P | 2011-08-22 | 2014-07-14 | $1,646 | $610 | $1,036 | $1,036 |
| UNION PAC CORP COM | P | 2012-03-22 | 2014-06-03 | $2,777 | $1,659 | $1,118 | $1,118 |
| AETNA INC NEW COM | P | 2012-11-19 | 2014-07-14 | $2,050 | $1,007 | $1,043 | $1,043 |
| DISNEY WALT CO COM | P | 2013-08-08 | 2014-07-14 | $2,594 | $1,978 | $616 | $616 |
| LASALLE BANK CD | P | 2006-09-08 | 2014-05-21 | $16,000 | $15,515 | $485 | $485 |
| ALPHA NAT RES INC | P | 2014-12-18 | 2014-12-31 | $32,224 | $31,009 | $1,215 | $1,215 |
| UNITEDHEALTH GROUP INC COM | P | 2009-08-10 | 2014-07-14 | $1,684 | $477 | $1,207 | $1,207 |
| PG&E CORP COM | P | 2011-01-06 | 2014-04-14 | $6,239 | $5,924 | $315 | $315 |
| TARGET CORP COM | P | 2011-11-03 | 2014-06-08 | $4,585 | $4,147 | $438 | $438 |
| MCDONALDS CORP COM | P | 2012-04-06 | 2014-05-23 | $8,669 | $6,678 | $1,991 | $1,991 |
| KINDER MORGAN INC DEL COM | P | 2012-12-10 | 2014-02-26 | $7,391 | $7,757 | -$366 | -$366 |
| DISNEY WALT CO COM | P | 2013-08-08 | 2014-08-26 | $3,154 | $2,307 | $847 | $847 |
| UNITED TECHNOLOGIES CORP COM | P | 2005-04-19 | 2014-06-03 | $2,343 | $984 | $1,359 | $1,359 |
| VF CORP COM | P | 2009-12-06 | 2014-07-14 | $2,816 | $865 | $1,951 | $1,951 |
| COVIDIEN PLC SHS | P | 2011-02-08 | 2014-07-14 | $5,008 | $2,492 | $2,516 | $2,516 |
| REPUBLIC SVCS INC COM | P | 2011-11-23 | 2014-03-17 | $7,299 | $5,949 | $1,350 | $1,350 |
| NETAPP INC COM | P | 2012-04-25 | 2014-07-14 | $1,446 | $1,564 | -$118 | -$118 |
| ANADARKO PETE CORP COM | P | 2012-12-10 | 2014-06-03 | $3,019 | $2,436 | $583 | $583 |
| TERADATA CORP DEL COM | P | 2013-09-05 | 2014-07-14 | $1,463 | $1,916 | -$453 | -$453 |
| UNITED TECHNOLOGIES CORP COM | P | 2005-04-19 | 2014-07-14 | $1,716 | $737 | $979 | $979 |
| VERIZON | P | 2009-12-11 | 2014-03-19 | $29,252 | $27,144 | $2,108 | $2,108 |
| MICROSOFT CORP COM | P | 2011-03-15 | 2014-06-03 | $2,664 | $1,777 | $887 | $887 |
| GOOGLE INC CL A | P | 2012-01-02 | 2014-03-01 | $3,318 | $1,748 | $1,570 | $1,570 |
| NETAPP INC COM | P | 2012-04-25 | 2014-07-10 | $3,028 | $2,775 | $253 | $253 |
| PRAXAIR INC COM | P | 2012-12-10 | 2014-06-03 | $3,263 | $2,624 | $639 | $639 |
| WASHINGTON PRIME GROUP INC COM | P | 2013-09-19 | 2014-11-06 | $356 | $502 | -$146 | -$146 |
| FISERV INC COM | P | 2007-08-21 | 2014-02-28 | $2,899 | $1,207 | $1,692 | $1,692 |
| US TREASURY | P | 2009-12-11 | 2014-04-15 | $27,680 | $28,616 | -$936 | -$936 |
| MICROSOFT CORP COM | P | 2011-03-15 | 2014-07-14 | $2,103 | $1,270 | $833 | $833 |
| UNITED TECHNOLOGIES CORP COM | P | 2012-01-02 | 2014-06-02 | $2,705 | $2,013 | $692 | $692 |
| AETNA INC NEW COM | P | 2012-05-18 | 2014-07-23 | $1,685 | $799 | $886 | $886 |
| WILLIAMS COS INC COM | P | 2012-12-13 | 2014-07-14 | $2,037 | $1,105 | $932 | $932 |
| KELLOGG CO COM | P | 2013-09-19 | 2014-07-14 | $1,646 | $1,527 | $119 | $119 |
| FISERV INC COM | P | 2007-08-21 | 2014-05-27 | $2,997 | $1,207 | $1,790 | $1,790 |
| PRAXAIR INC COM | P | 2010-01-27 | 2014-07-14 | $1,978 | $1,142 | $836 | $836 |
| WELLS FARGO & CO NEW COM | P | 2011-04-19 | 2014-06-03 | $2,599 | $1,577 | $1,022 | $1,022 |
| GOOGLE INC CL A | P | 2012-01-02 | 2014-07-14 | $2,956 | $1,428 | $1,528 | $1,528 |
| DU PONT E I DE | P | 2012-05-21 | 2014-08-09 | $27,810 | $29,630 | -$1,820 | -$1,820 |
| SIMON PPTY GROUP INC NEW COM | P | 2013-02-07 | 2014-05-27 | $2,640 | $2,254 | $386 | $386 |
| KELLOGG CO COM | P | 2013-09-19 | 2014-07-10 | $3,946 | $3,971 | -$25 | -$25 |
| JPMORGAN CHASE & CO COM | P | 2007-08-27 | 2014-06-03 | $3,236 | $2,488 | $748 | $748 |
| FIDELITY NATL INFORMATION SVCS INCCO | P | 2010-05-10 | 2014-07-14 | $2,792 | $1,254 | $1,538 | $1,538 |
| APPLE INC COM | P | 2011-05-24 | 2014-05-09 | $2,471 | $1,194 | $1,277 | $1,277 |
| GOOGLE INC CL C | P | 2012-01-02 | 2014-07-14 | $2,906 | $1,424 | $1,482 | $1,482 |
| JPMORGAN CHASE & CO | P | 2012-06-06 | 2014-01-06 | $25,000 | $26,366 | -$1,366 | -$1,366 |
| FREEPORT-MCMORAN INC CL B | P | 2013-02-27 | 2014-06-20 | $8,288 | $8,063 | $225 | $225 |
| UNION PAC CORP COM | P | 2013-09-19 | 2014-10-31 | $2,908 | $2,014 | $894 | $894 |
| GOLDMAN SACHS | P | 2008-01-25 | 2014-08-09 | $25,360 | $25,293 | $67 | $67 |
| EQT CORP COM | P | 2010-05-21 | 2014-07-14 | $2,058 | $765 | $1,293 | $1,293 |
| TARGET CORP COM | P | 2011-06-01 | 2014-07-14 | $2,995 | $2,646 | $349 | $349 |
| CROWN HLDGS INC COM | P | 2012-01-03 | 2014-06-03 | $2,897 | $2,409 | $488 | $488 |
| STRYKER CORP COM | P | 2012-06-06 | 2014-06-03 | $2,424 | $1,544 | $880 | $880 |
| DOLLAR GEN CORP NEW COM | P | 2013-04-06 | 2014-07-14 | $3,113 | $2,701 | $412 | $412 |
| FEDERAL NATL MTG | P | 2013-09-30 | 2014-08-09 | $25,056 | $25,095 | -$39 | -$39 |
| GENERAL ELEC CO COM | P | 2008-02-20 | 2014-06-03 | $3,143 | $4,488 | -$1,345 | -$1,345 |
| APACHE CORP COM | P | 2010-07-23 | 2014-07-14 | $2,953 | $2,704 | $249 | $249 |
| CITIGROUP INC COM NEW | P | 2011-06-04 | 2014-05-27 | $1,658 | $1,631 | $27 | $27 |
| CROWN HLDGS INC COM | P | 2012-01-17 | 2014-05-09 | $2,740 | $1,890 | $850 | $850 |
| DANAHER CORP COM | P | 2012-06-06 | 2014-07-14 | $3,941 | $2,368 | $1,573 | $1,573 |
| CAPITAL ONE FINL CORP COM | P | 2013-05-04 | 2014-05-27 | $2,717 | $1,916 | $801 | $801 |
| HOME DEPOT INC COM | P | 2013-11-25 | 2014-05-27 | $1,588 | $1,602 | -$14 | -$14 |
| GENERAL ELEC CO COM | P | 2008-02-20 | 2014-07-14 | $2,799 | $3,278 | -$479 | -$479 |
| ALLIANCE DATA SYSTEMS CORP COM | P | 2010-08-07 | 2014-07-14 | $2,777 | $560 | $2,217 | $2,217 |
| BANK OF AMERICA CORP COM | P | 2011-06-04 | 2014-07-14 | $2,869 | $2,458 | $411 | $411 |
| WALGREEN CO COM | P | 2012-01-20 | 2014-07-14 | $3,204 | $1,507 | $1,697 | $1,697 |
| CROWN HLDGS INC COM | P | 2012-06-06 | 2014-10-23 | $4,020 | $2,881 | $1,139 | $1,139 |
| PEPSICO INC SR | P | 2013-05-30 | 2014-08-09 | $27,838 | $28,491 | -$653 | -$653 |
| HOME DEPOT INC COM | P | 2013-11-25 | 2014-07-14 | $3,169 | $3,121 | $48 | $48 |
| CDK GLOBAL INC COM | P | 2008-04-11 | 2014-10-21 | $1,113 | $518 | $595 | $595 |
| BLACKROCK INC COM | P | 2010-08-11 | 2014-07-14 | $3,229 | $1,715 | $1,514 | $1,514 |
| COMCAST CORP CL A | P | 2011-08-22 | 2014-06-03 | $2,854 | $1,121 | $1,733 | $1,733 |
| WALGREEN CO COM | P | 2012-01-20 | 2014-06-08 | $4,533 | $2,253 | $2,280 | $2,280 |
| APPLE INC COM | P | 2012-07-11 | 2014-05-27 | $3,118 | $2,803 | $315 | $315 |
| CITRIX SYS INC COM | P | 2013-06-06 | 2014-07-14 | $2,849 | $2,816 | $33 | $33 |
| AVALONBAY CMNTYS INC COM | P | 2013-12-07 | 2014-07-14 | $2,894 | $2,808 | $86 | $86 |
| WELLS FARGO & CO NEW COM | P | 2008-07-11 | 2014-07-14 | $1,783 | $959 | $824 | $824 |
| PEPSICO INC COM | P | 2010-08-11 | 2014-07-14 | $2,723 | $1,984 | $739 | $739 |
| ORACLE CORP COM | P | 2011-08-22 | 2014-01-04 | $4,356 | $2,354 | $2,002 | $2,002 |
| EXPRESS SCRIPTS HLDG CO COM | P | 2012-02-04 | 2014-05-27 | $2,459 | $1,994 | $465 | $465 |
| CVS HEALTH CORP COM | P | 2012-07-20 | 2014-05-27 | $3,080 | $1,805 | $1,275 | $1,275 |
| US BANCORP DEL COM NEW | P | 2013-07-01 | 2014-07-14 | $3,435 | $2,692 | $743 | $743 |
| ORACLE CORP COM | P | 2013-12-07 | 2014-07-14 | $4,652 | $3,076 | $1,576 | $1,576 |
| JPMORGAN CHASE & CO COM | P | 2008-10-15 | 2014-07-14 | $2,252 | $1,615 | $637 | $637 |
| MERCK & CO INC NEW COM | P | 2010-08-23 | 2014-06-03 | $2,574 | $1,591 | $983 | $983 |
| APPLE INC COM | P | 2011-08-22 | 2014-02-07 | $2,792 | $1,538 | $1,254 | $1,254 |
| EXPRESS SCRIPTS HLDG CO COM | P | 2012-02-04 | 2014-07-14 | $4,068 | $2,993 | $1,075 | $1,075 |
| CHECK POINT SOFTWARE TECH COM | P | 2012-08-27 | 2014-07-14 | $1,613 | $1,227 | $386 | $386 |
| DIRECTV COM | P | 2013-07-03 | 2014-01-05 | $2,856 | $1,728 | $1,128 | $1,128 |
| MARATHON OIL CORP COM | P | 2013-12-12 | 2014-07-14 | $3,558 | $3,269 | $289 | $289 |
| AUTOMATIC DATA PROCESSING INC COM | P | 2009-04-24 | 2014-07-14 | $2,402 | $1,067 | $1,335 | $1,335 |
| STRYKER CORP COM | P | 2010-08-23 | 2014-07-14 | $2,077 | $1,165 | $912 | $912 |
| ANADARKO PETE CORP COM | P | 2011-08-22 | 2014-07-14 | $1,577 | $995 | $582 | $582 |
| JOHNSON & JOHNSON COM | P | 2012-02-08 | 2014-06-03 | $2,781 | $2,051 | $730 | $730 |
| AETNA INC NEW COM | P | 2012-11-19 | 2014-06-03 | $2,940 | $1,664 | $1,276 | $1,276 |
| DIRECTV COM | P | 2013-07-03 | 2014-07-14 | $2,147 | $1,234 | $913 | $913 |
| AMAZON.COM INC COM | P | 2014-04-30 | 2014-07-14 | $1,767 | $1,521 | $246 | $246 |
| AUTOMATIC DATA PROCESSING INC COM | P | 2009-06-18 | 2014-06-03 | $3,118 | $1,427 | $1,691 | $1,691 |
| MERCK & CO INC NEW COM | P | 2010-11-05 | 2014-07-14 | $1,738 | $1,012 | $726 | $726 |
| APPLE INC COM | P | 2011-08-22 | 2014-07-14 | $4,825 | $2,421 | $2,404 | $2,404 |
| WILLIAMS COS INC COM | P | 2012-03-20 | 2014-06-03 | $2,766 | $2,065 | $701 | $701 |
| E M C CORP MASS COM | P | 2012-11-19 | 2014-05-27 | $2,914 | $2,700 | $214 | $214 |
| DISNEY WALT CO COM | P | 2013-08-08 | 2014-05-27 | $1,249 | $989 | $260 | $260 |
| AVALONBAY CMNTYS INC COM | P | 2014-01-01 | 2014-10-22 | $1,808 | $1,647 | $161 | $161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,244 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,846 | 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 | $2,330 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,330 | SubtotalAmt |
| Tax Based On Investment Income | $2,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $645 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $645 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,685 | 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 |
| 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2012 | UndistributedIncomePY1Yr |
| 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 | $1,517,205 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,757,562 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,757,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,731,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,330 | TotalTaxAmt |
| Distributable Before Adj | $84,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,253 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,483 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,351 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,351 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $95,351 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,016 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Total For Prior Years | $16,923 | TotalForPriorYearsAmt |
| Qualifying Distributions | $95,351 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,016 | AppliedToYear1Amt |
| Applied To Prior Years | $16,335 | AppliedToPriorYearsAmt |
| Prior Year Undistributed Incm | $588 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $588 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $87,483 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FIRST CHURCH OF RELIGIOUS | |||||||
| 800 N CLARK ST | CHICAGO | IL | 60610 | PC | ONGOING SUPPORT OF PARISHIONERS | $2,051 | |
| INDIANA CULTURAL CENTER | |||||||
| UNIVERSITY OF INDIANA | BLOOMINGTON | IN | 47405 | PC | SUPPORT FOR GRANTS & SCHOLARSHIPS | $1,000 | |
| ABRAHAM LINCOLN PRESIDENTIAL LIBRAR | |||||||
| 500 E MADISON ST | SPRINGFIELD | IL | 62701 | PC | SUPPORT FOR HISTORICAL EDUCATION | $2,000 | SUITE 200 |
| METROPOLITAN PLANNING COUNCIL | |||||||
| 140 S DEARBORN | CHICAGO | IL | 60603 | PC | SUPPORT FOR AREA DEVELOPMENT | $25,000 | SUITE 1400 |
| OUTREACH COMMUNITY MINISTRIES | |||||||
| 122 WEST LIBERTY DRIVE | WHEATON | IL | 60187 | PC | SUPPORT SERVICES FOR CHILDREN | $300 | |
| CATHOLIC EXTENSION | |||||||
| 150 S WACKER DR | CHICAGO | IL | 60606 | PC | SUPPORT FOR POOR MISSION DIOCESES | $15,000 | SUITE 2000 |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| 1032 W SHERIDAN ROAD | CHICAGO | IL | 60660 | PC | SUPPORT FOR EDUCATION | $10,000 | |
| MIT | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PC | SUPPORT FOR RESEARCH | $20,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 208 S LASALLE | CHICAGO | IL | 60604 | PC | SUPPORT FOR HEALTH EDUCATION | $20,000 | SUITE 1500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,351 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,400 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,244 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CONTRIBUTIONS | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $3,253 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,167 | ExclusionAmt |
| Related Or Exempt Function Incm | $81,244 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,411 | 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 | $175,000 | 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 | $2,600 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $333,872 | EOYBookValueAmt |
| EOYFMV | $327,639 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $687,084 | $944,857 |
| VARIOUS MUTUAL FUNDS | $350,374 | $339,144 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $10,636 | $10,636 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CONTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $3,253 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| SEC OF STATE | $25 |
| FEDERAL TAXES | $5,338 |