MOHAPATRA FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: MOHAPATRA FAMILY FOUNDATION INC (EIN 46-4347632)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-03-25
IRS object ID: 202430859349100213
Schema version: 2023v5.0
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
Schedule B
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-03-25T08:48:27-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	One Manhattan West	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10001	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	464347632	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mohapatra Family Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% AYCO COMPANY LP - NTG	InCareOfNm
Business Name Control	MOHA	BusinessNameControlTxt
Phone	5186405000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O Ayco Co LP - NTG PO Box 15201	AddressLine1Txt
City	Albany	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	122125201	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Surya Mohapatra	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	5186405000	PhoneNum
Signature	2024-03-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Surya	PersonFirstNm
Person Last	Mohapatra	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Christine DiIonna	PreparerPersonNm
PTIN	P00999533	PTIN
Phone	2127733000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,781,990	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$500,053	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$9,125	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$9,125	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$129,451	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$129,451	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$850,057	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,276,367	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$850,057	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,488,686	TotalRevAndExpnssAmt
Total Net Invst Incm	$988,633	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$13,223	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$13,223	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$778	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$778	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$14,001	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$14,001	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$690,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$690,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$704,701	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$14,001	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$690,700	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$783,985	ExcessRevenueOverExpensesAmt
Net Investment Income	$974,632	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$146,695	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$675,778	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$675,778	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$283,506	CorporateStockBOYAmt
Corporate Stock EOY	$321,018	CorporateStockEOYAmt
Corporate Stock EOYFMV	$416,185	CorporateStockEOYFMVAmt
Other Investments BOY	$4,558,879	OtherInvestmentsBOYAmt
Other Investments EOY	$4,328,484	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$5,690,027	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,989,080	TotalAssetsBOYAmt
Total Assets EOY	$5,325,280	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,781,990	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$4,989,080	CapitalStockBOYAmt
Capital Stock EOY	$5,325,280	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,989,080	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,325,280	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,989,080	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,325,280	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,989,080	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$783,985	ExcessRevenueOverExpensesAmt
Subtotal	$5,773,065	SubtotalAmt
Other Decreases	$447,785	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,325,280	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - GS 0647	D	$509,450	$52,268	$457,182	$457,182
PUBLICLY TRADED SECURITIES - GS 5119		$650,490	$279,585	$370,905	$370,905
PUBLICLY TRADED SECURITIES - GS 5127		$116,427	$94,457	$21,970	$21,970

Field	Value	IRS element (for citing)
Capital Gain Net Income	$850,057	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$13,547	InvestmentIncomeExciseTaxAmt
Subtotal	$13,547	SubtotalAmt
Tax Based On Investment Income	$13,547	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,705	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$25,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$26,705	TotalPaymentsAndCreditsAmt
Es Penalty	$43	EsPenaltyAmt
Overpayment	$13,115	OverpaymentAmt
Applied To ES Tax	$13,115	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	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	false	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	AYCO COMPANY LP - NTG	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5186405000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 COLISEUM DRIVE	AddressLine1Txt
City	Cohoes	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12047	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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SURYA N MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201	Albany	NY	122125201	TRUSTEE	1.0	$0	$0	$0
MOHRANNIE MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201	Albany	NY	122125201	TRUSTEE	1.0	$0	$0	$0
RAHUL MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201	Albany	NY	122125201	TRUSTEE	1.0	$0	$0	$0
NAYAN MOHAPATRA
C/O Ayco Co LP - NTG PO Box 15201	Albany	NY	122125201	TRUSTEE	1.0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,846,608	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$212,073	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,058,681	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,058,681	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$90,880	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,967,801	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$298,390	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$298,390	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,547	TaxBasedOnInvestmentIncomeAmt
Total Tax	$13,547	TotalTaxAmt
Distributable Before Adj	$284,843	DistributableBeforeAdjAmt
Distributable Before Ded	$284,843	DistributableBeforeDedAmt
Distributable As Adjusted	$284,843	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$690,700	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$690,700	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$284,843	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$225,412	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$326,345	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$85,550	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$41,297	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$678,604	TotalExcessDistributionCyovAmt
Qualifying Distributions	$690,700	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$284,843	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$405,857	RemainingDistriFromCorpusAmt
Total Corpus	$1,084,461	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,084,461	ExcessDistriCyovToNextYrAmt
Excess From Year4	$225,412	ExcessFromYear4Amt
Excess From Year3	$326,345	ExcessFromYear3Amt
Excess From Year2	$85,550	ExcessFromYear2Amt
Excess From Year1	$41,297	ExcessFromYear1Amt
Excess From Current Year	$405,857	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SURYA N MOHAPATRA AND MOHRANNIE MO	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
University of Central Florida Foundation Inc
12424 Research Pkwy Ste 250	Orlando	FL	328263208	None	PC	General	$110,700
The Rockefeller University
1230 York Avenue	New York	NY	100656399	None	PC	General	$120,000
Columbia University
622 West 113th Street	New York	NY	10025	NONE	PC	General	$450,000
The Valley Hospital Auxiliary
223 N Van Dien Avenue	Ridgewood	NJ	07450	None	PC	General	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$690,700	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,125	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$129,451	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$850,057	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$988,633	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$988,633	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
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	SURYA N MOHAPATRA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	AYCO COMPANY LP PO BOX 15201	AddressLine1Txt
City	ALBANY	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	122125201	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$500,053	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	See Attached List	NoncashPropertyDesc
Fair Market Value	$500,053	FairMarketValueAmt
Received	2023-12-15	ReceivedDt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	NEW JERSEY DOES NOT HAVE A FILING REQUIREMENT. NEW JERSEY REGISTRATION IS NOT REQUIRED WHEN THE FOUNDATION DOES NOT RECEIVE MORE THAN $10,000 IN GROSS CONTRIBUTIONS FROM OUTSIDE SOURCES.	ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SEE ATTACHED LIST	StockNm
EOY Book Value	$321,018	EOYBookValueAmt
EOYFMV	$416,185	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	SEE ATTACHED LIST	CategoryOrItemTxt
Book Value	$4,328,484	BookValueAmt
EOYFMV	$5,690,027	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
APPRECIATION OVER DONOR'S COST BASIS FOR	$0
STOCK DONATED TO THE FOUNDATION	$447,785

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$13,223	Amt
Net Investment Income	$13,223	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$778	Amt
Net Investment Income	$778	NetInvestmentIncomeAmt

MOHAPATRA FAMILY FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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