SHRAMAN SOUTH ASIAN MUSEUM AND LEARNING CENTER FOUNDATION: Form 990PF, tax year 2014
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- Organization
- SHRAMAN SOUTH ASIAN MUSEUM AND LEARNING CENTER FOUNDATION (EIN 46-0715559)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-16
- IRS object ID
- 201532599349100603
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-16T13:16:36-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 460715559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shraman South Asian Museum and Learning | BusinessNameLine1Txt |
| Business Name Line2 | Center Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VINAY JAIN | InCareOfNm |
| Business Name Control | SHRA | BusinessNameControlTxt |
| Phone | 2142078003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Lincoln Center | AddressLine1Txt |
| Address Line2 | 5420 LBJ Freeway Suite 410 | AddressLine2Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vinay Jain | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2142078003 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Paige Gerich | PreparerPersonNm |
| PTIN | P00226776 | PTIN |
| Phone | 7134994600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,048,791 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,625,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $751 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $751 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $751 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $194,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,550 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $194,550 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $691,503 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $691,503 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $691,503 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $229,611 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,046,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,546,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,046,341 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,558,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,933,145 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $886,813 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $83,765 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,238 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,093 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,093 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $10,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,808 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $462,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $461,892 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $461,892 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $417 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $954 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $954 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $954 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,346 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,391 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,586 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,586 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $1,586 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $16,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,158 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,934 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $639,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $467,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $467,590 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $167,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $656,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $467,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $467,590 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,901,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,465,555 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $419,223 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,821 | CashBOYAmt |
| Cash EOY | $223,298 | CashEOYAmt |
| Cash EOYFMV | $223,298 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,167,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,205,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,205,498 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $79,504 | AcctRcvblAmt |
| Acct Rcvbl BOY | $86,654 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $79,504 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $79,504 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,622 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,986 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,986 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,134,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,035,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,035,554 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,100,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,268,695 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $19,061,082 | LandBOYAmt |
| Land EOY | $27,268,695 | LandEOYAmt |
| Land EOYFMV | $27,268,695 | LandEOYFMVAmt |
| Other Assets BOY | $127,044 | OtherAssetsBOYAmt |
| Other Assets EOY | $127,256 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127,256 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,743,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,048,791 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,048,791 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $45 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,578 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $45 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,578 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $28,743,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,045,213 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,743,221 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,045,213 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,743,266 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,048,791 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,743,221 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,901,578 | ExcessRevenueOverExpensesAmt |
| Subtotal | $44,644,799 | SubtotalAmt |
| Other Decreases | $599,586 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,045,213 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY - SEE ATTACHMENT D-1 | P | 2014-11-06 | 2014-11-06 | $20 | $11 | $9 | $9 |
| FIDELITY - SEE ATTACHMENT D-2 | P | $2,546,092 | $1,499,760 | $1,046,332 | $1,046,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,046,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,625,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,609,599 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.607649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,341 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,205,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.008315 | DistributionYr2Rt |
| Total Distribution | 1.615964 | TotalDistributionRt |
| Average Distribution | 0.807982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,407,968 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,409,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,424,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $393,031 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,311 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,311 | SubtotalAmt |
| Tax Based On Investment Income | $29,311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,986 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $51,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $59,986 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30,675 | OverpaymentAmt |
| Applied To ES Tax | $30,675 | 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 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.shraman.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINAY JAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142078003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ FREEWAY SUITE 410 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| VINAY K JAIN | ||||||||
| Two Lincoln Center | Dallas | TX | 75240 | PRESIDENT/DIRECTOR | 15.0 | $0 | $0 | $0 |
| KANIKA V JAIN | ||||||||
| Two Lincoln Center | Dallas | TX | 75240 | VICE PRES/SECRETARY/DIRECTOR | 5.0 | $0 | $0 | $0 |
| YASH PAUL VIRMANI | ||||||||
| Two Lincoln Center | Dallas | TX | 75240 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MICHAEL BALL | ||||||||
| Two Lincoln Center | Dallas | TX | 75240 | TREASURER | 5.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ESTABLISHING A MUSEUM AND LEARNING CENTER IN DALLAS, WHICH WILL PRESERVE AND INTERPRET THE CULTURAL HERITAGE OF SOUTH ASIA, INCLUDING JAIN RELIGION AND ART. | Description1Txt |
| Expenses1 | $184,789 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,614,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,479,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $471,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,566,465 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,566,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,407,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $208,242 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $393,031 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $393,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,626,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,626,924 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $393,031 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,019,955 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,019,955 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $10,626,924 | ExcessFromYear1Amt |
| Excess From Current Year | $393,031 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-11-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $419,223 | CurrentYearAmt |
| Year1 | $101,004 | Year1Amt |
| Year2 | $6,755 | Year2Amt |
| Total | $526,982 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $356,340 | CurrentYearAmt |
| Year1 | $85,853 | Year1Amt |
| Year2 | $5,742 | Year2Amt |
| Total | $447,935 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $393,031 | CurrentYearAmt |
| Year1 | $10,626,924 | Year1Amt |
| Year2 | $18,341 | Year2Amt |
| Total | $11,038,296 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,325 | CurrentYearAmt |
| Year1 | $11,500 | Year1Amt |
| Total | $28,825 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $375,706 | CurrentYearAmt |
| Year1 | $10,615,424 | Year1Amt |
| Year2 | $18,341 | Year2Amt |
| Total | $11,009,471 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $346,932 | CurrentYearAmt |
| Year1 | $220,320 | Year1Amt |
| Year2 | $25,513 | Year2Amt |
| Total | $592,765 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINAY K JAIN | ContributingManagerNm |
| Contributing Manager | KANIKA V JAIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SOAS University of London | |||||||||||||
| Thornaugh Street Russell Square | London | England | UK | WC1H 0XG | UNRELATED ORGANIZATION | NC | Audio Visual Costs for Workshop | $2,000 | |||||
| THE Dallas Arts District | |||||||||||||
| UNRELATED ORGANIZATION | PC | SILVER SPONSORSHIP | $2,500 | 750 S St Paul Street | Suite 1150 | Dallas | TX | 75201 | |||||
| Mahatma Gandhi Memorial of North Texas | |||||||||||||
| UNRELATED ORGANIZATION | PC | Build Mahatma Gandhi Memorial Plaza | $2,500 | 300 E Royal Lane Ste 106 | Irving | TX | 75039 | ||||||
| DFW Indian Cultural Society | |||||||||||||
| UNRELATED ORGANIZATION | PC | Support Indian Cultural Society | $5,325 | 3626 N Hall St Ste 910 | Dallas | TX | 75219 | ||||||
| India Association of North Texas | |||||||||||||
| UNRELATED ORGANIZATION | PC | Support India Association | $5,000 | 701 N Central Expwy | Room Bld 5 | Richardson | TX | 75080 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $751 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $229,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,046,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,471,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,471,253 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| VINAY K JAIN AND KANIKA V JAIN | |||||||
| 1 | 10710 INWOOD ROAD | DALLAS | TX | 75229 | $6,600,000 | Yes (X) | Yes (X) |
| JIV DAYA FOUNDATION | |||||||
| 2 | 5420 LBJ Freeway Suite 410 | DALLAS | TX | 75240 | $8,000,000 | Yes (X) | |
| Newt Walker Co | |||||||
| 3 | 2519 Thomas Ave | Dallas | TX | 75201 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Real Estate | NoncashPropertyDesc |
| Fair Market Value | $4,100,000 | FairMarketValueAmt |
| Received | 2014-11-19 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELECTRIC CO (GE) | $505,400 | $505,400 |
| KIMBERLY CLARK CORP (KMB) | $57,770 | $57,770 |
| SPDR DOW JONES INDL AVG (DIA) | $1,778,800 | $1,778,800 |
| BERKSHIRE HATHAWAY INC(BRKA) | $452,000 | $452,000 |
| HALYARD HEALTH INC. (HYH) | $2,819 | $2,819 |
| VANGUARD STAR FD (VXOS) | $928,563 | $928,563 |
| VANGUARD INTL EQUITY (VWO) | $512,536 | $512,536 |
| VANGUARD REIT ETF (VNQ) | $1,156,680 | $1,156,680 |
| VANGUARD TOTAL STK (VTI) | $1,640,986 | $1,640,986 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND HELD FOR INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,100,000 | BookValueAmt |
| EOYFMV | $4,100,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEXTUAL COLLECTION | $14,519 | $14,731 | $14,731 |
| ART & ANTIQUITIES COLLECTION | $112,525 | $112,525 | $112,525 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $599,586 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $480 | $480 | $480 | |
| MEMBERSHIPS & SUBSCRIPTIONS | $1,236 | $1,236 | $1,236 | |
| INFORMATION TECHNOLOGY | $1,034 | $1,034 | $1,034 | |
| OFFICE SUPPLIES | $408 | $408 | $408 | |
| INSURANCE | $7,799 | $7,799 | ||
| DEVELOPMENT EXPENSE | $4,500 | $4,500 | ||
| ACQUISITION EXPENSE | $622 | $622 | ||
| MISCELLANEOUS EXPENSE | $288 | $13 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTING FEES | $46,537 | $46,537 |
| RECRUITMENT FEES | $1,621 | $1,621 |
| OTHER PROFESSIONAL FEES | $650 | $650 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Newt Walker Co | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2519 Thomas Ave | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROPERTY TAX | $461,892 | $461,892 | $461,892 |
| EXCISE TAX | $1,014 |