STRATEGY STUDIO / PUBLIC DATA EXPLORER

AUM CAPITAL GROUP CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AUM CAPITAL GROUP CHARITABLE FOUNDATION (EIN 46-4308239)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-12
IRS object ID
201542249349100529
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)
Return2015-08-12T11:19:16-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN631033572PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MELVIN BIBB PINSON & SEGARS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 WILLIAMS AVENUE SUITE 129AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464308239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AUM CAPITAL GROUP CHARITABLE FOUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAUMCBusinessNameControlTxt
Phone2567591263PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2159AddressLine1Txt
CityMADISONCityNm
State AbbreviationALStateAbbreviationCd
ZIP35758ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAJ KHANIJOWPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2567591263PhoneNum
Signature2015-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL K SEGARS CPAPreparerPersonNm
PTINP00575981PTIN
Phone2565337040PhoneNum
Preparation2015-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$976,183FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,617InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,617InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,617InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$6,617TotalRevAndExpnssAmt
Total Net Invst Incm$6,617TotalNetInvstIncmAmt
Total Adj Net Incm$6,617TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,589LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,180AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,907OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,676TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,185ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,185ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,861TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,244ExcessRevenueOverExpensesAmt
Net Investment Income$6,617NetInvestmentIncomeAmt
Adjusted Net Income$6,617AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,000,197SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$827,068SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$827,068SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$148,885CorporateStockEOYAmt
Corporate Stock EOYFMV$149,115CorporateStockEOYFMVAmt
Total Assets BOY$1,000,197TotalAssetsBOYAmt
Total Assets EOY$975,953TotalAssetsEOYAmt
Total Assets EOYFMV$976,183TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,000,197UnrestrictedBOYAmt
Unrestricted EOY$975,953UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,000,197TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$975,953TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,000,197TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$975,953TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,000,197TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,244ExcessRevenueOverExpensesAmt
Subtotal$975,953SubtotalAmt
Tot Net Ast Or Fund Balances EOY$975,953TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$20,524NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$973,254NetVlNoncharitableAssetsAmt
Net Investment Income Pct$66NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$66AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,185QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$66InvestmentIncomeExciseTaxAmt
Subtotal$66SubtotalAmt
Tax Based On Investment Income$66TaxBasedOnInvestmentIncomeAmt
Tax Due$66TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MELVIN BIBB PINSON & SEGARS PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2565337040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1303 WILLIAMS AVENUE SUITE 129AddressLine1Txt
CityHUNTSVILLECityNm
State AbbreviationALStateAbbreviationCd
ZIP35801ZIPCd
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
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJ KHANIJOW
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR1.00$0$0$0
ALKA BHARGAV
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR5.00$0$0$0
AJESH NEVIN KHANIJOW
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR1.00$0$0$0
KEYA TERESA KURUVILLE
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR1.00$0$0$0
ANISHA NADINE KHANIJOW
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR1.00$0$0$0
RIA ANN KURUVILLA
116 CHEEKWOOD DRIVEMADISONAL35758DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$74,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$913,632AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$988,075TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$988,075AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,821CashDeemedCharitableAmt
Net Vl Noncharitable Assets$973,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,663MinimumInvestmentReturnAmt
Tax Based On Investment Income$66TaxBasedOnInvestmentIncomeAmt
Total Tax$66TotalTaxAmt
Distributable Before Adj$48,597DistributableBeforeAdjAmt
Distributable Before Ded$48,597DistributableBeforeDedAmt
Distributable As Adjusted$48,597DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,185ExpensesAndContributionsAmt
Qualifying Distributions$24,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$66PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,119AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,597DistributableAsAdjustedAmt
Undistributed Income PY$1,022UndistributedIncomePYAmt
Qualifying Distributions$24,185QualifyingDistributionsAmt
Applied To Year1$1,022AppliedToYear1Amt
Applied To Current Year$23,163AppliedToCurrentYearAmt
Undistributed Income CY$25,434UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALKA BHARGAVRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2159AddressLine1Txt
CityMADISONCityNm
State AbbreviationALStateAbbreviationCd
ZIP35758ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2567591263RecipientPhoneNum
Recipient Email AddressAHBARGAV_87@HOTMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUESTS ONLY. ADDITIONAL INFORMATION WILL BE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesJULY 1ST EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsBASED ON APPLICATION'S NEED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
6275 UNIVERSITY BLVDHUNTSVILLEAL35806CHARITABLE$1,585
UNITE FOR SIGHT
711 FRANKLIN STREETHUNTSVILLEAL35801CHARITABLE$500
HINDU PRIEST SERVICES
1292 SLAUGHTER ROADMADISONAL35758RELIGIOUS$18,000
ASHA KIRAN
PO BOX 1021HUNTSVILLEAL35807CHARITABLE$1,000
GOES
303 WILLIAMS AVENUEHUNTSVILLEAL35801CHARITABLE$1,000
LCHS TIP OFF CLUB
201 CEDAR STREETROGERSVILLEAL35652CHARITABLE$100
RUFF PROGRAM
1304 HUGHES ROADMADISONAL35758EDUCATIONAL$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,185TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,617RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,617RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,617TotalIncomeProducingActyAmt

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
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,180Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockREGIONS BANK - EQUITIESStockNm
EOY Book Value$148,885EOYBookValueAmt
EOYFMV$149,115EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$2,589LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEES$850
INVESTMENT MANAGEMENT FEES$861
OFFICE SUPPLIES$196

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonRAJ KHANIJOWPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1116 CHEEKWOOD DRIVEAddressLine1Txt
CityMADISONCityNm
State AbbreviationALStateAbbreviationCd
ZIP35758ZIPCd