DESHPANDE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DESHPANDE FAMILY FOUNDATION INC (EIN 20-1947794)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201343109349100404
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-06T09:12:43-08:00 | 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 | JAIN & JAIN PC CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUGAR CREEK CENTER BLVD SUITE 41 | AddressLine1 |
| City | SUGAR LAND | City |
| State | TX | State |
| ZIP Code | 77478 | 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 | 201947794 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESHPANDE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DESH | NameControl |
| Phone | 4074818191 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DRIVE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32836 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANIL DESHPANDE | Name |
| Title | PRESIDENT | Title |
| Phone | 4074818191 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | UMESH JAIN CPA | Name |
| Phone | 2812422420 | Phone |
| Date Prepared | 2013-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2110743 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 23400 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 60862 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50571 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 95398 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1587 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | -39178 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -39178 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 45084 | TotalRevenueAndExpenses |
| Total Net Investment Income | 106791 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 1587 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 510 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 510 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 17704 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17704 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 18214 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18214 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 84621 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 84621 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 102835 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18214 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 84621 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -57751 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 88577 | NetInvestmentIncome |
| Adjusted Net Income | 1587 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 704926 | CashBOY |
| Cash EOY | 71265 | CashEOY |
| Cash EOYFMV | 71266 | CashEOYFMV |
| Receivables From Officers BOY | 5500 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 5500 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 5500 | ReceivablesFromOfficersEOYFMV |
| Prepaid Expenses BOY | 640 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 726 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 726 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 174787 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 356347 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 356347 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1154953 | InvestmentsOtherBOY |
| Investments Other EOY | 1099066 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1176904 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 500000 | OtherAssetsEOY |
| Other Assets EOYFMV | 500000 | OtherAssetsEOYFMV |
| Total Assets BOY | 2040806 | TotalAssetsBOY |
| Total Assets EOY | 2032904 | TotalAssetsEOY |
| Total Assets EOYFMV | 2110743 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 123387 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 77838 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 123387 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 77838 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1930023 | CapitalStockBOY |
| Capital Stock EOY | 1917419 | CapitalStockEOY |
| Retained Earnings BOY | -12604 | RetainedEarningsBOY |
| Retained Earnings EOY | 37647 | RetainedEarningsEOY |
| Total Net Assets BOY | 1917419 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1955066 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2040806 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2032904 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1917419 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -57751 | ExcessOfRevenueOverExpenses |
| Other Increases | 95398 | OtherIncreases |
| Subtotal | 1955066 | Subtotal |
| Total Net Assets Fund Balances EOY | 1955066 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,250 SH BLACKROCK MUNHOLDINGS CALIF | P | 2010-11-03 | 2012-01-06 | 33747 | 0 | 32512 | 1235 | 0 | 0 | 0 | 1235 |
| 50,000 SH GENWORTH FINL INC | P | 2011-08-29 | 2012-01-09 | 47850 | 0 | 45900 | 1950 | 0 | 0 | 0 | 1950 |
| 25,000 SH SEARS HLDGS CORP SR | P | 2011-11-15 | 2012-01-19 | 20475 | 0 | 20838 | -363 | 0 | 0 | 0 | -363 |
| 996 SH BLACKROCK MUNIYIELD MICHIGAN | P | 2010-10-19 | 2012-03-01 | 14968 | 0 | 13389 | 1579 | 0 | 0 | 0 | 1579 |
| 1,004 SH BLACKROCK MUNIYIELD MICHIGAN | P | 2010-10-19 | 2012-03-01 | 15088 | 0 | 13493 | 1595 | 0 | 0 | 0 | 1595 |
| 2,750 SH BLACKROCK MUNHOLDINGS CALIF | P | 2010-11-03 | 2012-04-12 | 41826 | 0 | 39737 | 2089 | 0 | 0 | 0 | 2089 |
| 3,000 SH BLACKROCK MUNIYIELD MICHIGAN | P | 2010-10-19 | 2012-04-12 | 42113 | 0 | 40320 | 1793 | 0 | 0 | 0 | 1793 |
| 2,755 SH BLACKROCK MUNIYIELD MICHIGAN | P | 2010-10-19 | 2012-05-09 | 39356 | 0 | 37027 | 2329 | 0 | 0 | 0 | 2329 |
| 51 SH WESTERN ASSET GLOBAL CORP | P | 2010-07-20 | 2012-11-20 | 1007 | 0 | 941 | 66 | 0 | 0 | 0 | 66 |
| 1,949 SH WESTERN ASSET GLOBAL CORP | P | 2010-11-01 | 2012-11-20 | 38482 | 0 | 38010 | 472 | 0 | 0 | 0 | 472 |
| AEGIS CAPITAL CORP-ATTACHED STMT "A" | P | 2011-01-01 | 2012-12-31 | 591540 | 0 | 584484 | 7056 | 0 | 0 | 0 | 7056 |
| MORGAN STANLEY #434-71801-11-ATTACHED STMT "B" | P | 2011-01-01 | 2012-12-31 | 4855 | 0 | 4390 | 465 | 0 | 0 | 0 | 465 |
| MORGAN STANLEY #434-71801-11-ATTACHED STMT "C" | P | 2011-01-01 | 2012-12-31 | 4100 | 0 | 4634 | -534 | 0 | 0 | 0 | -534 |
| MORGAN STANLEY #508-119672-117-ATTACHED STMT "D" | P | 2011-01-01 | 2012-12-31 | 23006 | 0 | 23021 | -15 | 0 | 0 | 0 | -15 |
| MORGAN STANLEY #508-119672-117-ATTACHED STMT "E" | P | 2011-01-01 | 2012-12-31 | 47102 | 0 | 50051 | -2949 | 0 | 0 | 0 | -2949 |
| MORGAN STANLEY #508-119672-117-ATTACHED STMT "F" | P | 2011-01-01 | 2012-12-31 | 379141 | 0 | 300511 | 78630 | 0 | 0 | 0 | 78630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 95398 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1587 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 62550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2112030 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029616 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 28226 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2053336 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.013746 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 1904568 | NoncharitableAssetsYear3 |
| Qualifying Distributions Year4 | 68475 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1901050 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036020 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 250684 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3118258 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.080392 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.159774 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039944 | AverageDistributionRatio |
| One Percent Net Investment Income | 886 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 886 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 84621 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 886 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 886 | Subtotal |
| Tax Based On Investment Income | 886 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 726 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1726 | TotalCreditsAndPayments |
| Original Return Overpayment | -1726 | OriginalReturnOverpayment |
| Overpayment | 840 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 840 | AmountToBeRefunded |
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 | FL | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANIL DESHPANDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4074818191 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DRIVE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32836 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ANIL D DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DRIVE | ORLANDO | FL | 32836 | PRESIDENT | 20.00 | 0 | 0 | 0 |
| CHITRA A DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DRIVE | ORLANDO | FL | 32836 | VICE-PRESIDENT | 20.00 | 0 | 0 | 0 |
| ANJALI A DESHPANDE | ||||||||
| 8839 SOUTHERN BREEZE DRIVE | ORLANDO | FL | 32836 | SECRETARY | 20.00 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 886 | TaxBasedOnInvestmentIncome |
| Total Tax | 886 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 84621 | ExpensesAndContributions |
| Qualifying Distributions | 84621 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 886 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 83735 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 105092 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 251301 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 68475 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 48452 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 28226 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 62550 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 459004 | TotalExcessDistriCarryover |
| Qualifying Distributions | 84621 | QualifyingDistributions |
| Remaining Distri From Corpus | 84621 | RemainingDistriFromCorpus |
| Total Corpus | 543625 | TotalCorpus |
| Taxable Amount2 | 105092 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 251301 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 292324 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 68475 | ExcessFromYear4 |
| Excess From Year3 | 48452 | ExcessFromYear3 |
| Excess From Year2 | 28226 | ExcessFromYear2 |
| Excess From Year1 | 62550 | ExcessFromYear1 |
| Excess From Current Year | 84621 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ANIL DESHPANDE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8839 SOUTHERN BREEZE DRIVE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32836 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| INDIA CENTER | ||||||
| 12424 RESEARCH PARKWAY SUITE 140 | ORLANDO | FL | 32826 | NONENONE | CHARITABLE/EDUCATIONAL | $55,000 |
| WMFE-90 | ||||||
| 11510 E COLONIAL DR | ORLANDO | FL | 32817 | NONENONE | CHARITABLE/EDUCATIONAL | $120 |
| HINDU SOCIETY OF CENTRAL FLORIDA | ||||||
| 1994 LAKE DRIVE | CASSELBERRY | FL | 32707 | NONENONE | CHARITABLE/EDUCATIONAL | $1,000 |
| GENERATION OM | ||||||
| PO BOX 85 | GOLDENROD | FL | 32733 | NONENONE | CHARITABLE/EDUCATIONAL | $3,000 |
| HINDU SOCIETY OF CENTRAL FLORIDA | ||||||
| 1994 LAKE DRIVE | CASSELBERRY | FL | 32707 | NONENONE | CHARITABLE/EDUCATIONAL | $501 |
| CHINMAYA MISSION | ||||||
| 1221 FLORIDA RD | CASSELBERRY | FL | 32707 | NONENONE | CHARITABLE/EDUCATIONAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 84621 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 522100 | BusinessCode |
| Unrelated Business Income | $60,862 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $60,862 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 60862 | 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 | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT-VISTAR ALABAMA | 5739 | 5739 |
| INVESTMENT-CCP PARKSIDE, LLC | ||
| INVESTMENT-ALOMA SC INVESTORS LLC | 200608 | 200608 |
| INVESTMENT-1792 LEE AH INVESTORS LLC | 150000 | 150000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT-AEGIS-3990070918 | 505772 | 512591 |
| INVESTMENT-SB-43471801 | 593294 | 664313 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM SUPREME EMPIRE CORP | Description |
| EOY Book Value | 500000 | EOYBookValue |
| EOYFMV | 500000 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM SUPREME EMPIRE CORP | Description |
| EOY Book Value | 500000 | EOYBookValue |
| EOYFMV | 500000 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM SUPREME EMPIRE CORP | Description |
| EOY Book Value | 500000 | EOYBookValue |
| EOYFMV | 500000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ASSET MANAGEMENT FEES | 6699 | 6699 |
| INTEREST | 1694 | 1694 |
| PROFESSIONAL FEES | 8000 | 8000 |
| FOREIGN TAXES ON DIVIDEND | 44 | 44 |
| DUES AND SUBSCRIPTIONS | 1250 | 1250 |
| MISC EXPENSE | 17 | 17 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MISC INCOME | 1277 | 1277 |
| INVESTMENT-VISTAR ALABAMA, LLC | -116964 | -116964 |
| INVESTMENT-CCP PARKSIDE | 75901 | 75901 |
| INVESTMENT-ALOMA SC INVESTORS LLC | 608 | 608 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL GAINS NET PART IV, LINE 2) | Description |
| Amount | $95,398 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DUE TO DESHPANDE, INC | 20000 | |
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | 103387 | 77838 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| DUE TO DESHPANDE, INC | 20000 | |
| UNREALIZED GAINS/LOSSES ON INVESTMENTS | 103387 | 77838 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $510 | Amount |
| Net Investment Income | 510 | NetInvestmentIncome |