Civic Intelligence

Raj Fam Private Foundation Tr

990PF • Fiscal year 2016 • EIN 37-6548800

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 27, 2017

Organization Profile
190 Brooks BendPrinceton, NJ 08540

(609) 468-2522

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

41st percentile

-18%

Higher net margin than 41% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

86th percentile

$22,050

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

97th percentile

297%

Faster asset growth than 97% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

24069%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,421,656

Up $1,811,978 (+297%) from 2015

Net Assets

$2,421,656

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $46,303 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin41st percentile

Revenue

Up

$462,347

Up $460,434 (+24069%) from 2015

Expenses

Up

$546,772

Up $506,572 (+1260%) from 2015

Net Income

Down

-$84,425

Down $46,138 (-121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2014: $106,032Liabilities 2014: $02014Assets 2015: $609,678Liabilities 2015: $46,3032015Assets 2016: $2,421,656Liabilities 2016: $0Net Assets 2016: $2,421,6562016Assets 2017: $3,664,716Liabilities 2017: $0Net Assets 2017: $3,664,7162017Assets 2018: $3,816,107Liabilities 2018: $0Net Assets 2018: $3,816,1072018Assets 2019: $3,526,562Liabilities 2019: $1Net Assets 2019: $3,526,5622019Assets 2020: $9,164,048Liabilities 2020: $1Net Assets 2020: $9,164,0482020Assets 2021: $8,935,433Liabilities 2021: $12021Assets 2022: $8,219,561Liabilities 2022: $1Net Assets 2022: $8,219,5612022Assets 2023: $8,470,043Liabilities 2023: $12023Assets 2024: $7,932,404Liabilities 2024: $0Net Assets 2024: $7,932,4042024

Highlighted filing

2016

Assets$2,421,656
Liabilities$0
Net Assets$2,421,656
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $0Expenses 2014: $15,500Net Income 2014: -$15,5002014Revenue 2015: $1,913Expenses 2015: $40,200Net Income 2015: -$38,2872015Revenue 2016: $462,347Expenses 2016: $546,772Net Income 2016: -$84,4252016Revenue 2017: $1,562,449Expenses 2017: $295,634Net Income 2017: $1,266,8152017Revenue 2018: $588,012Expenses 2018: $263,490Net Income 2018: $324,5222018Revenue 2019: $250,310Expenses 2019: $486,712Net Income 2019: -$236,4022019Revenue 2020: $6,180,715Expenses 2020: $464,614Net Income 2020: $5,716,1012020Revenue 2021: $553,085Expenses 2021: $735,797Net Income 2021: -$182,7122021Revenue 2022: $414,247Expenses 2022: $1,011,684Net Income 2022: -$597,4372022Revenue 2023: $1,143,057Expenses 2023: $801,111Net Income 2023: $341,9462023Revenue 2024: $554,577Expenses 2024: $921,650Net Income 2024: -$367,0732024

Highlighted filing

2016

Revenue$462,347
Expenses$546,772
Net Income-$84,425
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
POOJA RAJDirectorPT$22,050-$22,050
NEERA RAJPresidentPT$0--
DEEPAK RAJVice PresidentPT$0--
VIKAS RAJDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPRATHAM USAPratham uses outcome-driven programs that reconfigure teaching methodologies and challenge ineffective learning mechanisms.-NEW YORK, NY, US$217,700
Paid GrantCOLUMBIA UNIVERSITYCenter will provide research and expertise necessary to inform policy decisions, deliver increased prosperity, and define Indias future role in the global economy.-New York, NY, US$200,000
Paid GrantIndian American ImpactProject aims to understand and foster the conditions under which sustained, self-determined social and economic development is achieved among American Indian nations through applied research and service.-NEW YORK, NY, US$30,000
Paid GrantAIFAIF plays an ever important role in bringing together Americans and Indians to become active contributors to Indias development-NEW YORK, NY, US$12,500
Paid GrantFOUNDATION FOR EXCELLENCETo build an American education system that equips every child to achieve his or her God-given potential.-SUNNYVALE, CA, US$10,000
Paid GrantASIA SOCAsia Society is the leading educational organization dedicated to promoting mutual understanding and strengthening partnerships among peoples, leaders and institutions of Asia and the United States in a global context.-NEW YORK, NY, US$10,000
Paid GrantTHE AMERICAN HIMALAYAN FDNThe American Himalayan Foundation dedicated to helping the people and the ecology of the Himalaya.-SAN FRANCISCO, CA, US$5,000
Paid GrantBREAKTHROUGHBREAKTHROUGH NEW YORK IS A NON-PROFIT ORGANIZATION THAT TRANSFORMS THE LIVES OF MOTIVATED, LOW-INCOME STUDENTS BY PREPARING THEM FOR COLLEGE GRADUATION SO THEY CAN SUCCEED IN THE WORLD.-NEW YORK, NY, US$5,000
Paid GrantVISIONS GLOBAL EMPOWERMENTaims to change patterns of inequality by supporting educational initiatives for youth affected by conflict, poverty, and disability.-LOS ANGELES, CA, US$4,000
Paid GrantThe Economic Club of New YorkThe Economic Club of New York is a nonprofit, nonpartisan, nonpolitical organization dedicated to the promotion of the study and discussion of social, economic, and political questions-NEW YORK, NY, US$3,250
Paid GrantRural Development InstituteLandesa has partnered with governments, communities and other stakeholders in more than 50 countries to advance pro-poor, gender-sensitive land rights reforms using law and policy tool-Seattle, WA, US$2,500
Paid GrantSVBF IncTo follow and propagate the authentic practice of our Vedic culture as prescribed in the scriptures and guided by the unbroken tradition of the Sringeri Sankaracharya Mutt.-Stroudsburg, PA, US$2,500
Paid GrantHIND U SAMAJTo promote spiritual, social and cultural development of all people who believe in the diverse manifestations of the Hindu religion.-MAHWAH, NJ, US$2,000
Paid GrantJFK FDNmission of providing world-class health care for the residents of our community-EDISON, NJ, US$2,000
Paid GrantSAPCThe Substance Abuse Prevention and Control SAPC program leads and facilitates the delivery of a full spectrum of prevention, treatment, and recovery support services-ALHAMBRA, CA, US$1,500
Paid GrantSohn Conference FDNThe Sohn Conference Foundation is dedicated to the treatment and cure of pediatric cancer and other childhood diseases.-New York, NY, US$1,500
Paid GrantVedanta Cultural FDN USAIt enables a life of mental peace combined with dynamic action in the world. Equips one with clarity of intellect to deal with the challenges of life. Above all, it leads one to the ultimate goal of Self- Realization.-SOMERSET, NJ, US$1,000
Paid GrantHOUSING & FAMILY SERV OF GREATThe stabilization of multiple-dwellings and the preservation of the scarce housing stock of Brooklyn-BROOKLYN, NY, US$1,000
Paid GrantSARAI A BATHENA FOUNDATIONto contribute in any way possible to a better tomorrow for those individuals and families affected by cancer as well as those who continue to make a positive difference everyday in the lives of others.-San Francisco, CA, US$1,000
Paid GrantJEWISH CHILDREN MUSEUMIt aims for children of all faiths and backgrounds to gain a positive perspective and awareness of the Jewish heritage, fostering tolerance and understanding.-BROOKLYN, NY, US$1,000
Paid GrantCGFNS INTLCGFNS International, Inc. CGFNS serves the global healthcare community by providing a comprehensive suite of credential assessment products to meet specific needs-PHILADELPHIA, PA, US$1,000
Paid GrantMERCER CO FOP LODGE 96We are committed to improving the working conditions of law enforcement officers and the safety of those we serve through education, legislation, information, community involvement, and employee representation-TITUSVILLE, NJ, US$140
Paid GrantArthritis FDNThe Arthritis Foundation is the leading nonprofit organization dedicated to the prevention, control and cure of arthritis in the United States.-ISELIN, NJ, US$100
Paid GrantPBA LODGENJ State policemen benevalent association-Trenton, NJ, US$75
Paid GrantAmnesty InternationalWe work both across the United States and abroad to tackle the most pressing human rights violations.-NEW YORK, NY, US$25
Paid GrantNFCRThe National Foundation for Cancer Research is dedicated to providing scientists in the lab the funding they need to make game-changing discoveries.-BETHESDA, MD, US$25
Paid GrantNFERNFER is a charity with a world reputation for providing independent and rigorous research in education and childrens services-OMAHA, NE, US$25
Paid GrantSUSAN G KOMEN FOUNDATIONReduce the breast cance deaths by 50 by 2026-DALLAS, TX, US$15
Filing and Contact Details

Filer

Filer Name
Raj Family Private Foundation
EIN
37-6548800
Phone
6094682522
Address
190 BROOKS BEND, PRINCETON, NJ 08540

Signing Officer

Name
Deepak Raj
Title
Manager
Signed
2017-11-27
Discuss with paid preparer
Yes

Preparer

Firm
Meeri Peeri Tax & Accounting Services PA
Address
10 Scalia Ct, Hamilton, NJ 08690
Preparer
Paramjit Singh
Phone
6097169007
Raw XML AppendixShowing 400 of 774 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191500 shares of MICROSOFT CORP MSFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20800 shares of PHILIP MORRIS INTL INC COM PM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21700 shares of PIONEER DIVERSIFIED HIGH INCOME c
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221000 shares of PROCTER AND GAMBLE CO COM PG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23800 shares of UNITED TECHNOLOGIES CORP COM t
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241500 shares of VERIZON COMMUNICATIONS VZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25897 shares of NEXTERA ENERGY INC COM NEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26900 shares of BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm272400 shares of MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0211334
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt146726
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2170071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt387471
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OAKMARK SELECT I OAKLX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Exchange Traded Products
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3COLONY CAP CLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0253762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2226333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt395175
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt060622
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0219225
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0279847
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0279847
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0219225
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011025
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0514855
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0514855
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0182500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt060622
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt060622
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-84425
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0445090
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0219225
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0259805
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07937
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0526730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0546772
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0279847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0462347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011875
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020042
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031917
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01080
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112006-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122009-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132003-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt516207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt66434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt920720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1029522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1135111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1252725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt136258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt86615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt918984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1046918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1130151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1262853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1318753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt611693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt918984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1046918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1130151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1262853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1318753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt410631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt523807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt939704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1076440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1165262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12115578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1325011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BERKSHIRE HATHWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ADIENT PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BERKSHIRE HATHWAY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DUPONT E
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GOLDMAN SACHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CDK GLOBAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8JOHNSON AND JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ABBOTT LABS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ABBVIE INC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DUKE ENERGY CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12JOHNSON AND JOHNSON COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NEXTERA ENERGY INC SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0219225
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt015708
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-84425
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0480392
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02423098
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02902048
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0563375
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02421656
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0127363
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0127363
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0127363
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0132559
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05196
IRS990PF/DistributableAmountGrp/TotalTaxAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05196
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05196
IRS990PF/FMVAssetsEOYAmt03480509
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09951
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0382389
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0382389
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0104097
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01178327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02131349
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0349071
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0345338
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0330910
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0146559
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0515602
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0635861
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt046303
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0563375
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02421656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0609678
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02421656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03480509
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt046303
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0609678
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02421656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0563375
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02421656
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02691554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0150706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01559651
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt040373
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0981197
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0132559
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02651181
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02691554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt222050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NEERA RAJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEEPAK RAJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2POOJA RAJ

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,421,656
Liabilities
$0
Net assets
$2,421,656
Revenue
$462,347
Expenses
$546,772
Net income
-$84,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.55$0.92$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.00$1.14$0.80$0.34
2022Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.41$1.01$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.94$0.00$0.55$0.74$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.16$0.00$9.16$6.18$0.46$5.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.25$0.49$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.59$0.26$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$1.56$0.30$1.27
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.46$0.55$0.08
2015Summary only. Only limited summary data is available for this year.$0.61$0.05$0.00$0.04$0.04
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.00$0.02$0.02