PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-14
IRS object ID: 201331349349100228
Schema version: 2012v2.1
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 Assets Schedule
Other Expenses Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-14T13:51:01-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CALLERO & CALLEROLLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311809141	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PRATIMA N SHAH FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PRAT	NameControl
Phone	3129226400	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	NIRANJAN SHAH	Name
Title	PRESIDENT	Title
Phone	3129226400	Phone
Date Signed	2013-05-03	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHAEL J RYAN	Name
Phone	8479662040	Phone
Date Prepared	2013-05-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1565073	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	150000	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	25117	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	22776	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	11143	DividendsRevAndExpnss
Dividends Net Invst Incm	11143	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	32226	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	570665	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	32226	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	218486	TotalRevenueAndExpenses
Total Net Investment Income	66145	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1700	AccountingFeesRevAndExpnss
Interest Rev And Expnss	978	InterestRevAndExpnss
Interest Net Invst Incm	966	InterestNetInvstIncm
Taxes Rev And Expnss	10604	TaxesRevAndExpnss
Other Expenses Rev And Expnss	7421	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	7328	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	20703	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	8294	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	176656	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	176656	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	197359	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	8294	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	176656	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	21127	ExcessOfRevenueOverExpenses
Net Investment Income	57851	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	87803	CashBOY
Cash EOY	383049	CashEOY
Cash EOYFMV	383049	CashEOYFMV
Savings And Temp Cash Invst BOY	110515	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	110515	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	112980	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	867535	InvestmentsCorpStockBOY
Investments Corp Stock EOY	527292	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	592887	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	395850	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	462624	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	476157	InvestmentsCorpBondsEOYFMV
Other Assets BOY	650	OtherAssetsBOY
Total Assets BOY	1462353	TotalAssetsBOY
Total Assets EOY	1483480	TotalAssetsEOY
Total Assets EOYFMV	1565073	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1462353	RetainedEarningsBOY
Retained Earnings EOY	1483480	RetainedEarningsEOY
Total Net Assets BOY	1462353	TotalNetAssetsBOY
Total Net Assets EOY	1483480	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1462353	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1483480	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1462353	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	21127	ExcessOfRevenueOverExpenses
Subtotal	1483480	Subtotal
Total Net Assets Fund Balances EOY	1483480	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (67 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
HENDERSON EURO	P	2011-12-29	2012-02-29	1304	1026	278	278
AMER FUNDS WASHINGTON	P	2005-04-06	2012-02-29	38378	38239	139	139
WPX ENERGY INC	P	2007-06-20	2012-01-09	7	7
FIDELITY NATL INFORMATION	P	2010-10-05	2012-05-18	2066	1754	312	312
WESTERN UN CO	P	2009-02-17	2012-10-31	1888	1820	68	68
DREYFUS CORE EQUITY	P	2011-12-07	2012-02-29	538	496	42	42
DREYFUS CORE EQUITY	P	2009-11-10	2012-02-29	633		633	633
EXXON MOBIL	P	2010-10-01	2012-01-12	6401	4965	1436	1436
PEPSICO INC COM	P	2008-06-03	2012-05-18	2705	2693	12	12
CME GROUP	P	2011-05-02	2012-11-01	1687	1793	-106	-106
DWS RREEF REAL EST	P	2011-06-01	2012-02-29	196	178	18	18
CITIGROUP INC COM NEW	P	2011-11-22	2012-04-16	20487	14773	5714	5714
COMCAST	P	2007-11-30	2012-01-20	2066	1645	421	421
PROCTER & GAMBLE CO	P	2003-04-03	2012-05-18	2560	1794	766	766
ALLIANCE DATA SYSTEMS	P	2010-07-08	2012-11-19	2086	856	1230	1230
COHEN & STER INTL	P	2011-06-30	2012-02-29	271	265	6	6
SUNTRUST BANKS INC	P	2011-11-15	2012-01-06	11854	10999	855	855
VALSPAR CORP	P	2011-07-20	2012-01-24	2720	2251	469	469
ABBOTT LABORATORIES	P	2009-09-02	2012-06-06	6650	5701	949	949
STRYKER CORP COM	P	2011-08-03	2012-11-19	1838	1822	16	16
ALLIANZ NFJ	P	2011-03-17	2012-02-29	1206	1088	118	118
BANK OF AMERICA CORP	P	2011-04-20	2012-12-05	46676	55083	-8407	-8407
WPX ENERGY INC	P	2010-07-27	2012-01-25	1560	1372	188	188
ACCENTURE PLC CLASS	P	2010-12-29	2012-06-07	4112	2846	1266	1266
WESTERN UN CO	P	2012-06-30	2012-11-19		767	-767	-767
AMERICAN GROWTH	P	2011-12-21	2012-02-29	412	366	46	46
CITIGROUP INC COM NEW	P	2009-08-18	2012-04-16	22195	26914	-4719	-4719
TIME WARNER CABLE	P	2011-12-20	2012-01-27	2207	1877	330	330
BLACKROCK INC	P	2010-05-06	2012-06-25	4190	4493	-303	-303
WESTERN UN CO	P	2011-06-30	2012-11-19	3481	3373	108	108
AMERICAN CAPITAL	P	2011-03-21	2012-02-29	646	618	28	28
LLOYDS BANKING	P	2009-09-21	2012-09-06	6812	13396	-6584	-6584
CORRECTIONS CORP	P	2011-10-17	2012-02-06	988	945	43	43
PROCTER & GAMBLE CO	P	2003-04-03	2012-07-13	4214	2916	1298	1298
HEINZ H J CO COM	P	2008-12-05	2012-11-20	2288	1462	826	826
AMER FUNDS	P	2011-03-21	2012-02-29	1082	979	103	103
GENERAL ELEC CAP CORP	P	2008-11-07	2012-02-15	25000	24845	155	155
CORRECTIONS CORP	P	2011-10-17	2012-02-07	1018	968	50	50
VISA INC	P	2011-01-20	2012-07-16	2575	1437	1138	1138
HENDERSON EURO	P	2007-07-05	2012-02-29	21043	24096	-3053	-3053
FEDERAL NATL MTG	P	2007-10-15	2012-05-18	25000	25060	-60	-60
COMCAST	P	2007-11-30	2012-02-15	2155	1542	613	613
TJX COS INC NEW COM	P	2011-04-11	2012-08-01	1981	1044	937	937
DREYFUS CORE EQUITY	P	2005-04-06	2012-02-29	39344	31344	8000	8000
HARBOR INTERNATIONAL FUND	P	2011-06-30	2012-06-04	28		28	28
CME GROUP	P	2010-08-09	2012-03-01	2871	2706	165	165
TARGET CORP	P	2007-11-09	2012-08-20	2536	2271	265	265
DWS RREEF REAL EST	P	2005-04-06	2012-02-29	11864	9253	2611	2611
HARBOR INTERNATIONAL FUND	P	2011-06-01	2012-06-04	46156	38067	8089	8089
ACCENTURE PLC CLASS	P	2010-12-29	2012-03-12	2129	1721	408	408
TJX COS INC NEW COM	P	2010-12-20	2012-08-27	2740	1312	1428	1428
COHEN & STER INTL	P	2007-07-05	2012-02-29	9774	15507	-5733	-5733
ISHARES TR RUSSELL	P	2008-10-24	2012-06-04	21933	14249	7684	7684
MEDCO HEALTH	P	2011-08-22	2012-04-03	2609	1873	736	736
NORFOLK SOUTHN CORP	P	2007-06-19	2012-09-20	3629	3091	538	538
ALLIANZ NFJ	P	2005-04-06	2012-02-29	38191	39185	-994	-994
ABBOTT LABS NT4	P	2010-08-23	2012-11-09	13252	11914	1338	1338
EXPRESS SCRIPTS	P	2009-08-10	2012-04-04	20		20	20
GOOGLE INC	P	2010-12-17	2012-09-25	3031	2368	663	663
AMERICAN GROWTH	P	2005-04-06	2012-02-29	36853	32353	4500	4500
ABBOTT LABS NT4	P	2010-08-23	2012-11-19	1205	1083	122	122
VISA INC	P	2011-04-19	2012-04-25	3026	1903	1123	1123
VISA INC	P	2011-01-20	2012-10-12	2088	1059	1029	1029
AMERICAN CAPITAL	P	2005-04-06	2012-02-29	20031	20205	-174	-174
ABBOTT LABS NT4	P	2010-08-23	2012-11-30	15662	14080	1582	1582
TJX COS INC NEW COM	P	2011-04-11	2012-05-08	2252	1417	835	835
ALLIANCE DATA SYSTEMS	P	2010-02-19	2012-10-25	2265	914	1351	1351

Field	Value	IRS element (for citing)
Capital Gain Net Income	32226	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	8097	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	true	LiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1157	InvestmentIncomeExciseTax
Subtotal	1157	Subtotal
Tax Based On Investment Income	1157	TaxBasedOnInvestmentIncome
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	19	PenaltyForUnderpayment
Tax Due	1176	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	IL	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	PRATIMA N SHAH	BooksInCareOfPersonName
Books In Care Of Phone Number	3129226400	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1280905	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	235426	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	325	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1516656	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1516656	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	22750	CashDeemedCharitable
Net Noncharitable Assets	1493906	NetNoncharitableAssets
Minimum Investment Return	74695	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	74695	MinimumInvestmentReturn
Tax Based On Investment Income	1157	TaxBasedOnInvestmentIncome
Total Tax	1157	TotalTax
Distributable Amount Before Adj	73538	DistributableAmountBeforeAdj
Distributable Amount Before Ded	73538	DistributableAmountBeforeDed
Distributable Amount As Adjusted	73538	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	176656	ExpensesAndContributions
Qualifying Distributions	176656	QualifyingDistributions
Adj Qualifying Distributions	176656	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	73538	DistributableAmountAsAdjusted
Undistributed Income Prior Year	73149	UndistributedIncomePriorYear
Prior Year1	2007	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2010	PriorYear3
Total For Prior Years	99942	TotalForPriorYears
Qualifying Distributions	176656	QualifyingDistributions
Applied To Year1	73149	AppliedToYear1
Applied To Prior Years	99942	AppliedToPriorYears
Applied To Current Year	3565	AppliedToCurrentYear
Undistributed Income CY	69973	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
AFTER SCHOOL MATTERS
78 E WASHINGTON ST	CHICAGO	IL	60602	501C3	PROVIDES ACTIVITIES FOR TEENS	$15,000
AFRICAN AMERICAN HALL OF FAME MUSEU
309 SOUTH DUSABLE STREET	PEORIA	IL	61602	501C3	PRESERVE & PROMOTE AFR. AMER. ACHIEV	$200
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD	CHICAGO	IL	60606	501C3	GOVERNMENT WATCH & ADVOCATING	$2,000	SUITE 900
CHICAGO CHILDRENS ADVOCACY CENTER
1240 S DAMEN AVE	CHICAGO	IL	60608	501C3	WELL-BEING OF ABUSED CHILDREN	$3,000
CHARLOTTE IN 2012
400 SOUTH TRYON STREET	CHARLOTTE	NC	28202	501C3	ASSIST CHAR. W/ DEM. NAT. CONVENTION	$100,000	BOX 500
FIRST CHURCH OF RELIGIOUS
800 N CLARK ST	CHICAGO	IL	60610	501C3	ONGOING SUPPORT OF PARISHIONERS	$10,806
FOUR CORNERS COMMUNITY CHURCH
8251 S LEMONT ROAD	DARIEN	IL	60561	501C3	ON GOING SUPPORT OF PARISHIONERS	$1,000	UNIT 100
GUJARAT ASSOCIATION
7639 CHURCH ST	MORTON GROVE	IL	60053	501C3	PROVIDE REC, & SOCIAL ACTIVITIES	$5,000
JESSE WHITE TUMBLING TEAM
1360 N SEDGWICK	CHICAGO	IL	60610	501C3	YOUTH ATHLETIC & EDUCATIONAL PROGRAM	$5,000
JUDSON UNIVERSITY
1151 NORTH STATE STREET	ELGIN	IL	60123	501C3	FUND STUDENT SCHOLARSHIPS & PROGRAMS	$5,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN ST	CHICAGO	IL	60603	501C3	PROMOTING REGIONAL GROWTH	$5,000
METROPOLITAN TENANTS ORGANIZATION
2150 S CANALPORT AVE	CHICAGO	IL	60608	501C3	TENANT ADVOCACY	$250
MUSEUM OF SCIENCE & INDUSTRY
57TH STREET	CHICAGO	IL	60637	501C3	PUBLIC EDUCATION OF SCIENCES	$7,500
PAWS ASSISTING WOUNDED WARRIORS
12332 S HARLEM AVE	PALOS HEIGHTS	IL	60463	501C3	PROVIDING SERVICE DOGS TO VETERANS	$400
STEPPENWOLF THEATER COMPANY
1650 N HALSTED ST	CHICAGO	IL	60610	501C3	SUPPORT ARTISTIC & COMMUNITY PROGRAM	$7,500
JOHN HOWARD ASSOCIATION OF IL
375 E CHICAGO AVE	CHICAGO	IL	60611	501C3	PROMOTING PRISON REFORM	$3,000	SUITE 529
WILLIAM J CLINTON FOUNDATION
111 S WACKER DR	CHICAGO	IL	60606	501C3	VARIOUS PHILANTHROPIC ACTIVITIES	$5,000	SUITE 4000
YOUTH GUIDANCE
1 N LASALLE ST	CHICAGO	IL	60602	501C3	AT-RISK YOUTH SCHOOL BASED PROGRAMS	$1,000	SUITE 900

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	176656	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$25,117	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$11,143	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	32226	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$36,260	ExclusionAmount
Related Or Exempt Function Income	32226	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	68486	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	true	RelationshipsNoncharitableEOs

Relationship Schedule RelationshipSchedule

Name Of Organization NameOfOrganization

Field	Value	IRS element (for citing)
Business Name Line1	NIRANJAN SHAH EDU FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Type Of Organization	FOREIGN PRIVATE	TypeOfOrganization
Description Of Relationship	SAME DIRECTORS	DescriptionOfRelationship

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	Category
Amount	$1,700	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

NIRANJAN SHAH
PRATIMA N SHAH
SMITA SHAH

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	VARIOUS BONDS	NameOfBond
EOY Book Value	462624	EOYBookValue
EOYFMV	476157	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
VARIOUS STOCKS	470850	527903
VARIOUS MUTUAL FUNDS	56442	64984

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	TAX DEPOSITS	Description
BOY Book Value	650	BOYBookValue

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EXPENSES
INVESTMENT FEES	7421	7328

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GLOBETROTTERS GOVERNMENT SECTOR LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	300 S WACKER DRIVE	AddressLine1
Address Line2	SUITE 200	AddressLine2
City	CHICAGO	City
State	IL	State
ZIP Code	60606	ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount
SEC OF STATE	$125
FEDERAL TAXES	$10,479