PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201401359349102420
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T15:02:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1 |
| City | NILES | City |
| State | IL | State |
| ZIP Code | 607143124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 200 | AddressLine2 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIRANJAN SHAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3129226400 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J RYAN | PreparerPersonNm |
| PTIN | P00025318 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,666,241 | 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 | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,232 | GrossSalesPriceAmt |
| Total Rev And Expnss | $17,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,669 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,401 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,913 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,913 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $383,049 | CashBOYAmt |
| Cash EOY | $339,052 | CashEOYAmt |
| Cash EOYFMV | $339,052 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,416 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $527,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $517,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $750,852 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $462,624 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $468,627 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $464,921 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,483,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,435,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,666,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,483,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,435,820 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,483,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,483,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,435,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,483,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,435,820 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ROYAL DUTCH SHELL | P | 2013-08-01 | 2013-10-17 | $39,768 | $38,975 | $793 | $793 |
| HEINZ H J CO COM | P | 2012-01-24 | 2013-04-24 | $2,889 | $2,065 | $824 | $824 |
| APACHE CORP | P | 2011-08-23 | 2013-10-28 | $2,698 | $2,853 | -$155 | -$155 |
| ALPHA NAT RES INC | P | 2011-11-15 | 2013-10-23 | $15,760 | $64,887 | -$49,127 | -$49,127 |
| NIKE | P | 2007-08-09 | 2013-04-30 | $2,537 | $1,087 | $1,450 | $1,450 |
| SPECTRA ENERGY | P | 2010-05-26 | 2013-10-28 | $4,279 | $2,345 | $1,934 | $1,934 |
| BANK OF AMERICA CORP | P | 2012-02-01 | 2013-02-11 | $23,661 | $14,684 | $8,977 | $8,977 |
| PEPSICO INC COM | P | 2008-06-03 | 2013-04-30 | $2,465 | $2,015 | $450 | $450 |
| QEP RES INC | P | 2012-01-01 | 2013-11-13 | $7,417 | $6,207 | $1,210 | $1,210 |
| FEDERAL NATL MTG | P | 2008-10-08 | 2013-03-15 | $25,000 | $26,003 | -$1,003 | -$1,003 |
| MCDONALDS | P | 2011-04-11 | 2013-05-09 | $2,009 | $1,531 | $478 | $478 |
| QEP RES INC | P | 2013-01-01 | 2013-11-13 | $2,330 | $1,950 | $380 | $380 |
| FEDERAL HOME LOAN | P | 2009-11-12 | 2013-05-29 | $25,000 | $26,517 | -$1,517 | -$1,517 |
| HEINZ H J CO COM | P | 2009-04-28 | 2013-06-03 | $10,859 | $5,331 | $5,528 | $5,528 |
| MICROSOFT CORP | P | 2012-11-19 | 2013-11-25 | $3,198 | $2,263 | $935 | $935 |
| INTERNATIONAL BUSINESS | P | 2006-10-12 | 2013-06-15 | $25,000 | $27,884 | -$2,884 | -$2,884 |
| AETNA INC | P | 2012-05-18 | 2013-07-02 | $2,793 | $1,804 | $989 | $989 |
| US TREASURY | P | 2008-10-08 | 2013-09-30 | $25,000 | $25,842 | -$842 | -$842 |
| MALLINCKRODT | P | 2011-08-02 | 2013-07-10 | $5 | $5 | $5 | |
| FORD | P | 2011-05-11 | 2013-01-07 | $3,017 | $3,433 | -$416 | -$416 |
| CISCO | P | 2010-11-12 | 2013-07-12 | $4,247 | $3,728 | $519 | $519 |
| WALGREENS | P | 2010-06-22 | 2013-01-09 | $4,791 | $3,865 | $926 | $926 |
| WELLS FARGO | P | 2011-04-19 | 2013-07-12 | $3,200 | $2,265 | $935 | $935 |
| REPUBLIC | P | 2010-11-10 | 2013-01-28 | $2,012 | $1,843 | $169 | $169 |
| VF CORP | P | 2012-05-18 | 2013-07-17 | $2,973 | $2,053 | $920 | $920 |
| WILLIAMS | P | 2008-09-23 | 2013-02-27 | $5,123 | $3,482 | $1,641 | $1,641 |
| MALLINCKRODT | P | 2011-12-09 | 2013-07-29 | $826 | $592 | $234 | $234 |
| CME GROUP | P | 2011-11-28 | 2013-03-01 | $4,448 | $3,918 | $530 | $530 |
| FORD | P | 2011-06-14 | 2013-08-08 | $2,957 | $2,428 | $529 | $529 |
| GOOGLE INC | P | 2010-12-17 | 2013-03-05 | $1,665 | $1,184 | $481 | $481 |
| SPECTRA ENERGY | P | 2012-04-25 | 2013-08-08 | $2,633 | $2,212 | $421 | $421 |
| TARGET CORP | P | 2011-01-06 | 2013-03-13 | $2,684 | $2,225 | $459 | $459 |
| UNITED HEALTH | P | 2010-04-15 | 2013-08-28 | $2,862 | $1,202 | $1,660 | $1,660 |
| NIKE | P | 2007-08-09 | 2013-04-05 | $2,344 | $1,088 | $1,256 | $1,256 |
| BMC SOTWARE | P | 2011-08-02 | 2013-09-11 | $5,782 | $5,836 | -$54 | -$54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,365 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,173 | 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 | $555 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $555 | SubtotalAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $645 | OverpaymentAmt |
| Applied To ES Tax | $645 | 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 | 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 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,254,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,615,657 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,615,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,591,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $555 | TotalTaxAmt |
| Distributable Before Adj | $79,016 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,016 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $53,050 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $53,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,973 | UndistributedIncomePYAmt |
| Qualifying Distributions | $53,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,050 | AppliedToYear1Amt |
| Taxable2 | $16,923 | Taxable2Amt |
| Undistributed Income CY | $79,016 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| FIRST CHURCH OF RELIGIOUS | |||||||
| 800 N CLARK ST | CHICAGO | IL | 60610 | PC | ONGOING SUPPORT OF PARISHIONERS | $8,550 | |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE ROAD | CHICAGO | IL | 60660 | PC | SUPPORT FOR CARE OF DISABLED PERSONS | $4,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | PC | SUPPORT FOR FOOD BANK | $1,000 | |
| STEVENSON HIGH SCHOOL COMMUNITY | |||||||
| 2 STEVENSON DR | LINCOLNSHIRE | IL | 60069 | PC | SUPPORT NEEDS OF HS STUDENTS & STAFF | $500 | |
| LIFT USA | |||||||
| 711 W MONROE | CHICAGO | IL | 60661 | PC | SUPPORT YOUTH PROGRAMS IN INDIA | $22,500 | |
| GOOD WORKS CHICAGO | |||||||
| 1300 W ALTGELD | CHICAGO | IL | 60614 | PC | SUPPORT OF COMMUNITY PROGRAMS | $1,000 | STE 107 |
| CATHOLIC EXTENSION | |||||||
| 150 S WACKER DR | CHICAGO | IL | 60606 | PC | SUPPORT FOR POOR MISSION DIOCESES | $15,000 | SUITE 2000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $53,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,842 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$21,365 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,669 | ExclusionAmt |
| Related Or Exempt Function Incm | -$21,365 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,304 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | FOREIGN PRIVATE | OrganizationTypeDesc |
| Relationship Description | SAME DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| NIRANJAN SHAH |
| PRATIMA N SHAH |
| SMITA SHAH |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS BONDS | BondNm |
| EOY Book Value | $468,627 | EOYBookValueAmt |
| EOYFMV | $464,921 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS STOCKS | $439,930 | $674,850 |
| VARIOUS MUTUAL FUNDS | $77,696 | $76,002 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $7,913 | $7,913 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| SEC OF STATE | $25 |
| FEDERAL TAXES | $2,376 |