SHRAMAN SOUTH ASIAN MUSEUM AND LEARNING CENTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHRAMAN SOUTH ASIAN MUSEUM AND LEARNING CENTER FOUNDATION (EIN 46-0715559)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201442249349100124
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T13:29:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | 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 | 460715559 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shraman South Asian Museum and Learning | BusinessNameLine1 |
| Business Name Line2 | Center Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL BALL | InCareOfNm |
| Business Name Control | SHRA | BusinessNameControlTxt |
| Phone | 2142078003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Lincoln Center | AddressLine1 |
| Address Line2 | 5420 LBJ Freeway Suite 410 | AddressLine2 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75240 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vinay Jain | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2142078003 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Paige Gerich | PreparerPersonNm |
| Phone | 7134994600 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,743,266 | 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 | $21,122,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,977 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,977 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,977 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,780 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,780 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $201,294 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $201,294 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $201,294 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $51,559 | NetRentalIncomeOrLossAmt |
| Total Rev And Expnss | $21,378,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,051 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $256,051 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,840 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $68,840 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,296 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,296 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Dsbrs Chrtbl | $10,400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,103 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $316,126 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $316,126 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $149,735 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $149,600 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $149,600 | TaxesAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,569 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,524 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,053 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,053 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $1,053 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $18,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,259 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $573,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $154,912 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $439,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,127 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $154,912 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,793,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101,139 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $155,821 | CashEOYAmt |
| Cash EOYFMV | $155,821 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,594,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,167,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,167,311 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $86,654 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,570 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $86,654 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $86,654 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $10,622 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,622 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,790,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,134,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,134,732 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,061,082 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $19,061,082 | LandEOYAmt |
| Land EOYFMV | $19,061,082 | LandEOYFMVAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $127,044 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $127,044 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,398,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,743,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,743,266 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,848 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $45 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $20,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $7,052,803 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $324,974 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,743,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,377,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,743,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,398,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,743,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,377,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,793,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $572,095 | OtherIncreasesAmt |
| Subtotal | $28,743,221 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,743,221 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,341 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,205,717 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008315 | DistributionYr1Rt |
| Total Distribution | 0.008315 | TotalDistributionRt |
| Average Distribution | 0.004158 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,609,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,483 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,011 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,626,924 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,011 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,011 | SubtotalAmt |
| Tax Based On Investment Income | $1,011 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $8,986 | OverpaymentAmt |
| Applied To ES Tax | $8,986 | 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 | MICHAEL BALL | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75240 | 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 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $450,883 | 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 | $2,475,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,234,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,710,253 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,710,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,609,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,480 | 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 | $450,883 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $10,176,041 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,626,924 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,011 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,625,913 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,626,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $10,626,924 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,626,924 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,626,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $10,626,924 | 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 | $101,004 | CurrentYearAmt |
| Year1 | $6,755 | Year1Amt |
| Total | $107,759 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $85,853 | CurrentYearAmt |
| Year1 | $5,742 | Year1Amt |
| Total | $91,595 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,626,924 | CurrentYearAmt |
| Year1 | $18,341 | Year1Amt |
| Total | $10,645,265 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,500 | CurrentYearAmt |
| Total | $11,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,615,424 | CurrentYearAmt |
| Year1 | $18,341 | Year1Amt |
| Total | $10,633,765 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| 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 | $220,320 | CurrentYearAmt |
| Year1 | $25,513 | Year1Amt |
| Total | $245,833 | 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 (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOAS University of London | |||||||||||
| thornaugh street russell square | london | England | UK | WC1H 0XG | NC | Audio Visual Costs for Workshop | $1,500 | ||||
| mahavir vision inc | |||||||||||
| PC | ISJS Scholarships | $10,000 | 4502 st michaels court | sugarland | TX | 77479 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | 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 | $3,977 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,780 | 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 | $51,559 | 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 | |
| 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 | $106,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,316 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| VINAY K JAIN AND KANIKA V JAIN | |||||||
| 1 | 10710 INWOOD ROAD | DALLAS | TX | 75229 | $2,350,000 | Yes (X) | |
| VINAY K JAIN AND KANIKA V JAIN | |||||||
| 2 | 10710 INWOOD ROAD | DALLAS | TX | 75229 | $2,772,425 | Yes (X) | Yes (X) |
| JIV DAYA FOUNDATION | |||||||
| 3 | 5420 LBJ Freeway Suite 410 | DALLAS | TX | 75240 | $6,000,000 | Yes (X) | |
| Communities Foundation of Texas | |||||||
| 4 | 5500 Caruth Haven Lane | Dallas | TX | 75225 | $10,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,772,425 | FairMarketValueAmt |
| Received | 2013-07-10 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA (BAC) | $464,111 | $464,111 |
| GENERAL ELECTRIC CO (GE) | $560,600 | $560,600 |
| KIMBERLY CLARK CORP (KMB) | $52,230 | $52,230 |
| KRAFT FOODS GROUP INC (KRFT) | $17,952 | $17,952 |
| PHILLIPS 66 (PSX) | $19,283 | $19,283 |
| SPDR DOW JONES INDL AVG (DIA) | $1,654,700 | $1,654,700 |
| SEMPRA ENERGY (SRE) | $98,736 | $98,736 |
| WELLS FARGO & CO (WFC) | $45,400 | $45,400 |
| QIAGEN NV COM EURO (QGEN) | $34,144 | $34,144 |
| AFFYMETRIX INC (AFFX) | $66,640 | $66,640 |
| AMGEN INC (AMGN) | $135,185 | $135,185 |
| BERKSHIRE HATHAWAY INC(BRKA) | $355,800 | $355,800 |
| BOEING CO (BA) | $88,582 | $88,582 |
| CHARLES RIV LABORATORIES (CRL) | $35,112 | $35,112 |
| CITIGROUP INC (C) | $424,228 | $424,228 |
| DISCOVER FINL SVCS (DFS) | $87,002 | $87,002 |
| DOMINION RESOURCES INC (D) | $126,146 | $126,146 |
| FIFTH THIRD BANCORP (FITB) | $72,827 | $72,827 |
| GENERAL MILLS (GIS) | $42,424 | $42,424 |
| ILLUMINA INC (ILMN) | $117,225 | $117,225 |
| JPMORGAN CHASE (JPM) | $112,691 | $112,691 |
| LIFE TECHNOLOGIES CORP (LIFE) | $77,922 | $77,922 |
| MONDELEZ INTL INC (MDLZ) | $35,300 | $35,300 |
| NEXTERA ENERGY INC (NEE) | $139,561 | $139,561 |
| PAYCHEX INC (PAYX) | $50,082 | $50,082 |
| STATE STREET CORP (STT) | $80,068 | $80,068 |
| THERMO FISHER (TMO) | $91,641 | $91,641 |
| VERIZON COMMUNICATION (VZ) | $49,140 | $49,140 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TEXTUAL COLLECTION | $10,000 | $14,519 | $14,519 |
| ART & ANTIQUITIES COLLECTION | $0 | $112,525 | $112,525 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $531 | $531 | $531 | |
| MEMBERSHIPS & SUBSCRIPTIONS | $515 | $515 | $515 | |
| INFORMATION TECHNOLOGY | $806 | $806 | $806 | |
| OFFICE SUPPLIES | $2,407 | $2,407 | $2,407 | |
| INSURANCE | $3,147 | $3,147 | ||
| DEVELOPMENT EXPENSE | $8,672 | $8,672 | ||
| ACQUISITION EXPENSE | $2,827 | $13,275 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $572,095 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTING FEES | $311,613 | $311,613 |
| RECRUITMENT FEES | $2,830 | $2,830 |
| OTHER PROFESSIONAL FEES | $1,683 | $1,683 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Communities Foundation of Texas | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Caruth Haven Lane | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROPERTY TAX | $149,600 | $149,600 | $149,600 |
| EXCISE TAX | $135 |