ASG FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ASG FOUNDATION (EIN 20-1238601)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349102748
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T20:53:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 201238601 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASG FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASGF | NameControl |
| Phone | 6303254604 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ASHUTOSH GUPTA | Name |
| Title | DIRECTOR | Title |
| Phone | 6303254604 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERI NEWMAN | Name |
| PTIN | P00082957 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2013-05-11 | 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 | 972127 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 972879 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 617 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 544 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 653 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17082 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4316 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 974149 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4860 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1510 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1110 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 225 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 225 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2845 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 225 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52845 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 225 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 921304 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4635 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 49784 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14399 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14399 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4333 | InvestmentsOtherBOY |
| Investments Other EOY | 961022 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 957728 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 54117 | TotalAssetsBOY |
| Total Assets EOY | 975421 | TotalAssetsEOY |
| Total Assets EOYFMV | 972127 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 54117 | RetainedEarningsBOY |
| Retained Earnings EOY | 975421 | RetainedEarningsEOY |
| Total Net Assets BOY | 54117 | TotalNetAssetsBOY |
| Total Net Assets EOY | 975421 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 54117 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 975421 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 54117 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 921304 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 975421 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 975421 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| 13.982 SHS. GATEWAY FUND | D | 2008-09-26 | 2012-12-24 | 379 | 342 | 37 | 37 |
| 34.162 SHS. GATEWAY FUND | P | 2008-12-31 | 2012-12-24 | 925 | 835 | 90 | 90 |
| 37.853 SHS. GATEWAY FUND | P | 2009-03-27 | 2012-12-24 | 1025 | 926 | 99 | 99 |
| 26.721 SHS. GATEWAY FUND | P | 2009-06-26 | 2012-12-24 | 724 | 653 | 71 | 71 |
| 19.847 SHS. GATEWAY FUND | P | 2009-09-25 | 2012-12-24 | 537 | 485 | 52 | 52 |
| 11.662 SHS. GATEWAY FUND | D | 2009-12-22 | 2012-12-24 | 316 | 285 | 31 | 31 |
| 3.459 SHS. GATEWAY FUND | D | 2010-08-25 | 2012-12-24 | 94 | 85 | 9 | 9 |
| 60 SHS. COMMUNITY HEALTH SYSTEMS INC. | D | 2012-09-20 | 2012-12-28 | 1807 | 1741 | 66 | 66 |
| 20 SHS. EASTMAN CHEMICAL COMPANY | D | 2012-08-16 | 2012-12-28 | 1320 | 1088 | 232 | 232 |
| 55 SHS. LENNOX INTERNATIONAL INC. | D | 2012-09-20 | 2012-12-28 | 2823 | 2691 | 132 | 132 |
| 40 SHS. CBS CORPORATION | D | 2011-09-15 | 2012-12-28 | 1487 | 956 | 531 | 531 |
| 50 SHS. GILEAD SCIENCES INC. | D | 2011-11-17 | 2012-12-28 | 3612 | 1984 | 1628 | 1628 |
| 60 SHS. WELLS FARGO & COMPANY | D | 2009-03-12 | 2012-12-28 | 2033 | 695 | 1338 | 1338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4316 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82465 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 48229 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.709863 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43132 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 63530 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.678923 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 105618 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.447367 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 46100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 114445 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.402814 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 113145 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.198860 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.437827 | TotalDistributionRatio |
| Average Distribution Ratio | 0.687565 | AverageDistributionRatio |
| Net Noncharitable Assets | 74056 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50918 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 46 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 50964 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 93 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 93 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 93 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 560 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 560 | TotalCreditsAndPayments |
| Overpayment | 467 | Overpayment |
| Amount Credited To Next Year | 467 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DR ASHUTOSH GUPTA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6303254604 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ASHUTOSH GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| SUDHA GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| AMBIKA GUPTA | ||||||||
| 403 ST MARKS COURT | OAK BROOK | IL | 60523 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 43003 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 32181 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 75184 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 75184 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1128 | CashDeemedCharitable |
| Net Noncharitable Assets | 74056 | NetNoncharitableAssets |
| Minimum Investment Return | 3703 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3703 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 93 | TaxBasedOnInvestmentIncome |
| Total Tax | 93 | TotalTax |
| Distributable Amount Before Adj | 3610 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3610 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3610 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 50000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3610 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 16913 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 40494 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 42070 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 39999 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 81124 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 220600 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3610 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 46390 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 266990 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 16913 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 250077 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 40494 | ExcessFromYear4 |
| Excess From Year3 | 42070 | ExcessFromYear3 |
| Excess From Year2 | 39999 | ExcessFromYear2 |
| Excess From Year1 | 81124 | ExcessFromYear1 |
| Excess From Current Year | 46390 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ASHUTOSH GUPTA | ContributingManager |
| Contributing Manager | SUDHA GUPTA | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| APNA GHAR | ||||||||||||
| 4753 N BROADWAY STREET 632 | CHICAGO | IL | 60640 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| FRIENDS OF JSS | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $10,000 | I-4 PARIJAT COLONY NEHRU NAGAR | CHHATTISGARH | INDIA | IN | 495 001 | ||||
| FRIENDS OF NAVDANYA | ||||||||||||
| 32 HIGHLAND MEADOWS LANE | WESTON | MA | 02493 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| HAND IN HAND USA | ||||||||||||
| 710 SAINT JOSEPH SOUTH DRIVE | OAKBROOK | IL | 60523 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| HTGC | ||||||||||||
| 10915 LEMONT ROAD | LEMONT | IL | 60439 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| IAMA CHARITABLE FOUNDATION | ||||||||||||
| 2645 W PETERSON ROAD | CHICAGO | IL | 60659 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| INDIA DEVELOPMENT SVCS | ||||||||||||
| PO BOX 980 | CHICAGO | IL | 60690 | NONE | EXEMPT | CHARITABLE | $2,000 | |||||
| ST BERNARD HOSPITAL | ||||||||||||
| 326 WEST 65TH STREET | CHICAGO | IL | 60621 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| VIVEKANANADA VEDANTA SOCIETY | ||||||||||||
| 14630 S LEMONT ROAD | HOMER GLEN | IL | 60491 | NONE | EXEMPT | CHARITABLE | $5,000 | |||||
| ONE WORLD CHILDREN'S FUND | ||||||||||||
| 1016 LINCOLN BLVD | SAN FRANCISCO | CA | 94129 | NONE | EXEMPT | CHARITABLE | $1,000 | |||||
| SOCIETY FOR CHILD DEVELOPMENT | ||||||||||||
| NONE | EXEMPT | CHARITABLE | $10,000 | M63 LAJPAT NAGAR II | NEW DELHI | INDIA | IN | 110 024 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $617 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $653 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,270 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1270 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,510 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | AT COST | 1075 | 1268 |
| BMO HARRIS BANK NA | AT COST | 959797 | 956310 |
| DIVIDENDS RECEIVABLE | AT COST | 150 | 150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 225 | RevenueAndExpensesPerBooks |
| Net Investment Income | 225 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ASHUTOSH GUPTA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 403 ST MARKS COURT | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE TAXES | $15 | 0 | 0 |
| FEDERAL TAXES | $1,095 | 0 | 0 |