PRATIMA N SHAH FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: PRATIMA N SHAH FAMILY FOUNDATION (EIN 31-1809141)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-15
IRS object ID: 201201369349101795
Schema version: 2011v1.2
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T14:08:00-05:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-05-15	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MICHAEL J RYAN	Name
Phone	8479662040	Phone
Date Prepared	2012-05-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	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	1462007	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	554	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	21786	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	21786	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	18110	DividendsRevAndExpnss
Dividends Net Invst Incm	18110	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	9147	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	517851	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	9147	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	49597	TotalRevenueAndExpenses
Total Net Investment Income	49043	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	1500	AccountingFeesRevAndExpnss
Taxes Rev And Expnss	871	TaxesRevAndExpnss
Taxes Net Invst Incm	142	TaxesNetInvstIncm
Other Expenses Rev And Expnss	6946	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	6946	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	9317	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	7088	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	44874	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	42874	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	54191	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	7088	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	42874	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-4594	ExcessOfRevenueOverExpenses
Net Investment Income	41955	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	108739	CashBOY
Cash EOY	87803	CashEOY
Cash EOYFMV	81570	CashEOYFMV
Savings And Temp Cash Invst BOY	110515	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	110515	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	121535	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	879705	InvestmentsCorpStockBOY
Investments Corp Stock EOY	867535	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	847931	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	367288	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	395850	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	410321	InvestmentsCorpBondsEOYFMV
Other Assets BOY	700	OtherAssetsBOY
Other Assets EOY	650	OtherAssetsEOY
Other Assets EOYFMV	650	OtherAssetsEOYFMV
Total Assets BOY	1466947	TotalAssetsBOY
Total Assets EOY	1462353	TotalAssetsEOY
Total Assets EOYFMV	1462007	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1466947	RetainedEarningsBOY
Retained Earnings EOY	1462353	RetainedEarningsEOY
Total Net Assets BOY	1466947	TotalNetAssetsBOY
Total Net Assets EOY	1462353	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1466947	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1462353	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1466947	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-4594	ExcessOfRevenueOverExpenses
Subtotal	1462353	Subtotal
Total Net Assets Fund Balances EOY	1462353	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (49 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
HARY FLOTING RATE CL A	P	2011-04-29	2011-05-13	3	3
EXXON MOBIL CORP	P	2008-07-24	2011-01-07	2622	2412	210	210
CVS CAREMARK CORP	P	2006-02-09	2011-05-24	2090	1562	528	528
VF CORP COM	P	2007-10-17	2011-10-10	1317	791	526	526
HARY FLOTING RATE CL A	P	2011-05-31	2011-06-21	8	8
LABORATORY CORP	P	2007-10-05	2011-01-07	4463	3874	589	589
WESTERN UN CO COM	P	2010-02-04	2011-06-14	4275	3292	983	983
LIBERTY GLOBAL INC COM	P	2009-10-16	2011-11-04	2092	1144	948	948
AES CORP	P	2011-09-06	2011-09-07	10733	10188	545	545
WALGREENS CO COM	P	2008-09-17	2011-01-20	2489	1964	525	525
UNITED HEALTH GROUP INC	P	2010-04-15	2011-06-22	2090	1238	852	852
PEPSICO INC COM	P	2008-05-12	2011-11-30	3191	3373	-182	-182
ADVANCED MICRO DEVICES INC	P	2011-01-01	2011-01-18	25438	24457	981	981
NEXTERA ENERGY INC	P	2010-01-15	2011-01-21	3502	3440	62	62
NIKE INC CL B	P	2007-08-09	2011-07-06	2301	1359	942	942
MCDONALDS CORP	P	2011-04-11	2011-12-09	2441	1913	528	528
DU PONT	P	2011-01-01	2011-12-31	75818	75826	-8	-8
STRYKER CORP COM	P	2009-03-03	2011-03-11	2188	1182	1006	1006
CHECK POINT SOFTWARE TECH	P	2010-01-29	2011-07-07	3186	1769	1417	1417
JPMORGAN CHASE	P	2011-11-22	2011-12-02	22647	20754	1893	1893
HEWLETT PACKARD CO	P	2011-01-01	2011-03-15	7517	5900	1617	1617
ALLIANCE DATA SYSTEMS CORP COM	P	2010-02-19	2011-08-02	2920	1714	1206	1206
LILLY ELI	P	2011-01-05	2011-12-31	20987	20945	42	42
BANK NEW YORK MELLON	P	2009-10-22	2011-04-06	6725	8179	-1454	-1454
INTERNATIONAL BUSINESS MACHS CORP	P	2010-01-22	2011-08-22	7576	4785	2791	2791
LOCKHEED MARTIN	P	2011-01-01	2011-12-31	64742	63170	1572	1572
BLACKROCK INC COM	P	2010-05-03	2011-04-06	1377	1305	72	72
LIBERTY GLOBAL INC COM	P	2009-10-16	2011-08-22	2206	1482	724	724
METLIFE	P	2011-08-12	2011-08-31	13549	13603	-54	-54
GENERAL DYNAMICS CORP COM	P	2006-08-29	2011-04-11	4797	4425	372	372
VF CORP COM	P	2007-10-17	2011-08-22	2648	2137	511	511
REDIFF.COM	P	2011-09-08	2011-09-14	8448	8145	303	303
MEDTRONIC INC COM	P	2011-01-01	2011-04-11	5825	5797	28	28
EQT CORP COM	P	2010-05-21	2011-08-23	3407	3141	266	266
VISA INC	P	2011-01-01	2011-02-07	7163	6861	302	302
TIME WARNER CABLE	P	2010-03-24	2011-04-19	2876	2012	864	864
WALGREENS CO COM	P	2008-09-17	2011-09-20	2225	1944	281	281
PEPSICO INC	P	2010-01-01	2011-08-26	25199	22011	3188	3188
INTERNATIONAL BUSINESS MACHS CORP	P	2010-01-22	2011-05-02	2926	2155	771	771
TJX COS INC NEW COM	P	2010-08-09	2011-09-29	1708	1293	415	415
PFIZER INC	P	2010-01-01	2011-12-31	70344	83585	-13241	-13241
NORTHEAST UTILITIES	P	2009-11-04	2011-05-11	4806	3095	1711	1711
WHITING PETE CORP NEW COM	P	2011-06-14	2011-09-29	3592	6439	-2847	-2847
PROVIDENT ENERGY	P	2010-01-01	2011-10-11	17120	13772	3348	3348
BEST BUY INC	P	2011-01-01	2011-05-17	3829	4260	-431	-431
NALCO HLDG CO COM	P	2007-05-09	2011-10-04	6053	4321	1732	1732
HARBOR FD INTL FD	P	2009-12-18	2011-09-30	39965	41131	-1166	-1166
ACCENTURE PLC CLASS A ORDINARY SHARE	P	2007-08-13	2011-05-24	2247	1600	647	647
BANK OF AMERICA	P	2009-12-03	2011-10-06	2180	8948	-6768	-6768

Field	Value	IRS element (for citing)
Capital Gain Net Income	9147	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	4543	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	839	InvestmentIncomeExciseTax
Subtotal	839	Subtotal
Tax Based On Investment Income	839	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	650	EstTaxPaymentsAndOverpayment
Total Credits And Payments	650	TotalCreditsAndPayments
Tax Due	189	TaxDue
Amount Credited To Next Year	0	AmountCreditedToNextYear

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	false	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

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	true	UndistributedIncomePriorYears
Undistributed Income Prior Year1	2007	UndistributedIncomePriorYear1
Undistributed Income Prior Year2	2008	UndistributedIncomePriorYear2
Undistributed Income Prior Year3	2010	UndistributedIncomePriorYear3
Undistr Income4942a2 Not Applied	true	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

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	1404340	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	97271	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	675	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1502286	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1502286	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	22534	CashDeemedCharitable
Net Noncharitable Assets	1479752	NetNoncharitableAssets
Minimum Investment Return	73988	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	73988	MinimumInvestmentReturn
Tax Based On Investment Income	839	TaxBasedOnInvestmentIncome
Total Tax	839	TotalTax
Distributable Amount Before Adj	73149	DistributableAmountBeforeAdj
Distributable Amount Before Ded	73149	DistributableAmountBeforeDed
Distributable Amount As Adjusted	73149	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	42874	ExpensesAndContributions
Qualifying Distributions	42874	QualifyingDistributions
Adj Qualifying Distributions	42874	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	73149	DistributableAmountAsAdjusted
Undistributed Income Prior Year	73123	UndistributedIncomePriorYear
Prior Year1	2007	PriorYear1
Prior Year2	2008	PriorYear2
Total For Prior Years	69693	TotalForPriorYears
Qualifying Distributions	42874	QualifyingDistributions
Applied To Year1	42874	AppliedToYear1
Prior Year Undistributed Income	69693	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	69693	PriorYearDeficiencyOrTax
Taxable Amount2	30249	TaxableAmount2
Undistributed Income CY	73149	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	501C3	CANCER PREVENTION, RESEARCH, EDU	$200
AMERICAN DIABETES ASSOC
1701 NORTH BEAUREGARD ST	ALEXANDRIA	VA	22311	501C3	DIABETES PREVENTION, RESEARCH, EDU	$1,000
AMERICAN INDIA FOUNDATION
216 E 46TH STREET	NEW YORK	NY	10017	501C3	CATALYZING SOCIAL & ECON CHANGE	$1,000	7TH FLOOR
BRAHMA SAMAJ OF GREATER CHICAGO
285 KNOX PARK RD	LAKE ZURICH	IL	60047	501C3	PROMOTE INDIAN & BRAHMIN HERITAGE	$500
FIRST CHURCH OF RELIGIOUS
800 N CLARK ST	CHICAGO	IL	60610	501C3	ONGOING SUPPORT OF PARISHIONERS	$6,523
FOOD FOR THE POOR
PO BOX 979005	COCONUT CREEK	FL	33097	501C3	EMERGENCY HUNGER RELIEF	$2,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACE	CHICAGO	IL	60632	501C3	FOOD BANK FOR THE HUNGRY	$2,500
MUSEUM OF SCIENCE & INDUSTRY
57TH STREET	CHICAGO	IL	60637	501C3	PUBLIC EDUCATION OF SCIENCES	$20,000
PENEDO CHARITABLE ORGANIZATION
737 N MICHIGAN AVENUE	CHICAGO	IL	60611	501C3	GIRLS EDUCATION	$2,500	SUITE 1925
VIVEKANANDA VEDANT SOCIETY
14630 S LEMONT ROAD	HOMER GLEN	IL	60491	501C3	PROMOTE SOCIO-SPIRITUAL ADVANCEMENT	$5,151
BOCHASANWASI SHRI AKSHAR PURUSHOTTA
81 SUTTONS LANE	PISCATAWAY	NJ	08854	PC	PROMOTE SOCIO-SPIRITUAL ADVANCEMENT	$1,000
EASTER SEALS
233 SOUTH WACKER DR	CHICAGO	IL	60606	PC	ASSIST THOSE WITH DISABILITIES	$500	SUITE 2400

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	42874	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	$21,786	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$18,110	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	9147	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$39,896	ExclusionAmount
Related Or Exempt Function Income	9147	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	49043	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	$1,500	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	395850	EOYBookValue
EOYFMV	410321	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
VARIOUS STOCKS	545188	519035
VARIOUS MUTUAL FUNDS	322347	328896

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	TAX DEPOSITS	Description
BOY Book Value	700	BOYBookValue
EOY Book Value	650	EOYBookValue
EOYFMV	650	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
EXPENSES
INVESTMENT FEES	6946	6946

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
SEC OF STATE	$125
FEDERAL TAXES	$604
FOREIGN TAXES PAID DIVIDENDS	$142	142