DBM FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DBM FAMILY FOUNDATION (EIN 20-1119103)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-09
- IRS object ID
- 202601309349100205
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-09T04:13:25-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332665882 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GTX CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22127 HEADWATER TERRACE UNIT 400 | AddressLine1Txt |
| City | ASHBURN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201119103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DBMF | BusinessNameControlTxt |
| Phone | 7037534909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5918 WATERLOO BRIDGE CIRCLE | AddressLine1Txt |
| City | HAYMARKET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIPUL PARIKH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7037534909 | PhoneNum |
| Signature | 2026-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KETKI GANDHI | PreparerPersonNm |
| PTIN | P00136632 | PTIN |
| Phone | 5166627089 | PhoneNum |
| Preparation | 2026-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $269,182 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $81,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,896 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $673 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,914 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $350 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,633 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $95 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,453 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,453 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,019 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,019 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $233,136 | CorporateStockBOYAmt |
| Corporate Stock EOY | $209,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $262,163 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $239,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $269,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $239,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $216,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $239,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $239,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $216,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $239,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,944 | ExcessRevenueOverExpensesAmt |
| Subtotal | $216,874 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $216,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1309.466 ALL SPRING HIGH YIELD | P | 2023-06-15 | 2025-05-12 | $12,021 | $14,025 | -$2,004 | -$2,004 |
| 1737.447 ARTISAN HIGN INC | P | 2022-08-12 | 2025-05-12 | $15,834 | $16,504 | -$670 | -$670 |
| 0.149 TORTOISE FD | P | 2020-08-14 | 2025-06-13 | $1 | $1 | ||
| 253.421 DFA INTL | P | 2022-07-06 | 2025-10-20 | $4,988 | $3,929 | $1,059 | $1,059 |
| 216 ISHARES 7-10 YRS | P | 2025-01-16 | 2025-10-30 | $20,911 | $19,950 | $961 | $961 |
| 540.635 COHEM STEERES | P | 2023-08-12 | 2025-12-15 | $6,812 | $7,218 | -$406 | -$406 |
| 212.375 T. ROWE PRICE ALL CAP | P | 2021-05-12 | 2025-12-15 | $16,693 | $12,074 | $4,619 | $4,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,896 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $961 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $206 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $206 | SubtotalAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $454 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $454 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $454 | OriginalReturnTaxPaidAmt |
| Overpayment | $248 | OverpaymentAmt |
| Applied To ES Tax | $248 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIPUL V PARIKH PRESIDENT | IndividualWithBooksNm |
| Phone | 7037534909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5918 WATERLOO BIRDGE CIRCLE | AddressLine1Txt |
| City | HAYMARKET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VIPUL V PARIKH | ||||||
| 5918 WATERLOO BRIDGE CIRCLE | HAYMARKET | VA | 20169 | PRESIDENT/DIRECTOR | 001.00 | $0 |
| VIRAJ A PARIKH | ||||||
| 1922 STONE RIDGE LANE | VILLANOVA | PA | 19085 | SECRETARY/TREASURER/DIRECTOR | 004.00 | $0 |
| VIRENDRA M PARIKH | ||||||
| 5918 WATERLOO BRIDGE CIRCLE | HAYMARKET | VA | 20169 | DIRECTOR | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION IS DEDICATED TO CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES AND PROVIDES RELIEF TO PERSONS IN THE UNITED STATES AND INDIA THROUGH CONTRIBUTIONS AND GRANTS TO OTHER CHARITIES AND NON-PROFIT ORGANIZATIONS. | Description1Txt |
| Expenses1 | $38,453 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $280,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $286,041 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $286,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $281,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $206 | TotalTaxAmt |
| Distributable Before Adj | $13,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,453 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,453 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,882 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,804 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,640 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $488 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,770 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,453 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $27,683 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,112 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,770 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,770 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,683 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $3,112 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $24,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $24,571 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRENDRA M PARIKH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Akshaya Patra USA | |||||||
| P O BOX 14220 | FREEMONTE | CA | 94539 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $2,000 |
| ARSHA VIDHYA PITHAM | |||||||
| P O BOX 1059 | SAYLONSBURG | PA | 18353 | NONE | PC | PROMOTE HIGHER EDUCATION | $1,001 |
| EKAL VIDYALAYA FOUNDATION OF USA | |||||||
| P O BOX 821369 | HOUSTON | TX | 77282 | NONE | PC | PROMOTE HIGHER EDUCATION | $3,650 |
| SUPPORT -A- CHILD | |||||||
| P O BOX 1229 | MASON | OH | 45040 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $1,250 |
| SEWA INT'L INC | |||||||
| PO BOX 820867 | HOUSTON | TX | 77282 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $1,500 |
| MUNI SEVA CHARITABLE FOUNDATION | |||||||
| 451 TIMBERWIND LANE | VANDALIA | OH | 45377 | NONE | PC | MUNI SEVA CHARITABLE FOUNDATION | $1,001 |
| AMERICAN CANCER SOCIETY | |||||||
| P O BOX 6704 | HAGERTOWN | MD | 21741 | NONE | PC | GENERAL DONATION | $150 |
| AMERICAN HEART ASSOCIATION | |||||||
| P O BOX 840692 | DALLAS | TX | 75284 | NONE | PC | GENERAL DONATION | $150 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| P O BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL DONATION | $250 |
| HINDU AMERICAN FDN | |||||||
| 100 BROAD ST | PHILADELPHIA | PA | 19110 | NONE | PC | SERVE HUMANITY PROMOTE RURAL AREA | $2,501 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE ST STE 9000 | ANN ARBOR | MI | 48109 | NONE | PC | PROMOTE HIGHER EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,453 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 20 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 20 | ExclusionCd |
| Exclusion | $9,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,896 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| RETURN OF CAPITAL | 03 | $468 |
| TAX EXEMPT DIVIDEND | 03 | $205 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,587 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,587 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOT APPLICABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $350 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Treatment of Qualifying Distributions Election Pursuant to IRC Section 4942h2and Reg. 53.4942a-3d2, | FormAndLineReferenceDesc |
| Medium Explanation | Treatment of Qualifying Distributions Election Pursuant to IRC Section 4942h)2)and Reg. 53.4942a)3d)2) the Foundation elects to treat qualifying distributions not treated as made out of the undistributed income of the immediately preceding tax year as made out of Corpus. Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $209,855 | EOYBookValueAmt |
| EOYFMV | $262,163 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| TAX EXEMPT DIVIDEND | $205 |
| RETURN OF CAPITAL | $468 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,633 | Amt |
| Net Investment Income | $1,633 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRENDRA AND ROHINI PARIKH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5918 WATERLOO BRIDGE CIRCLE | AddressLine1Txt |
| City | HAYMARKET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20169 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |