SARAS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SARAS FOUNDATION (EIN 83-2686548)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202421299349102117
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-08T11:07:43-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411360831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OLSEN THIELEN & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12675 LONG LAKE ROADAddressLine1Txt
CityROSEVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP551131117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832686548EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSARABusinessNameControlTxt
Phone2039523304PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 MOUND AVEAddressLine1Txt
CityEXCELSIORCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSURESH KRISHNAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2039523304PhoneNum
Signature2024-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSURESHPersonFirstNm
Person LastKRISHNAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN VETTRUS CPAPreparerPersonNm
PTINP01243596PTIN
Phone6514834521PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,245,375FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$99,850ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,122DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,122DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$148,564NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$342,052GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$148,564CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,061OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,061OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$286,597TotalRevAndExpnssAmt
Total Net Invst Incm$186,747TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,097OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,097OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$253TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,610TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,097TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,260TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,710TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,097TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,360TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$172,887ExcessRevenueOverExpensesAmt
Net Investment Income$182,650NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$84,501CashBOYAmt
Cash EOY$73,841CashEOYAmt
Cash EOYFMV$73,841CashEOYFMVAmt
Corporate Stock BOY$568,572CorporateStockBOYAmt
Corporate Stock EOY$902,415CorporateStockEOYAmt
Corporate Stock EOYFMV$902,415CorporateStockEOYFMVAmt
Corporate Bonds BOY$90,576CorporateBondsBOYAmt
Corporate Bonds EOY$8,635CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,635CorporateBondsEOYFMVAmt
Other Investments BOY$202,819OtherInvestmentsBOYAmt
Other Investments EOY$260,484OtherInvestmentsEOYAmt
Other Investments EOYFMV$260,484OtherInvestmentsEOYFMVAmt
Total Assets BOY$946,468TotalAssetsBOYAmt
Total Assets EOY$1,245,375TotalAssetsEOYAmt
Total Assets EOYFMV$1,245,375TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$946,468RetainedEarningBOYAmt
Retained Earning EOY$1,245,375RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$946,468TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,245,375TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$946,468TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,245,375TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$946,468TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$172,887ExcessRevenueOverExpensesAmt
Other Increases$126,020OtherIncreasesAmt
Subtotal$1,245,375SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,245,375TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MAGELLAN MIDSTREAM$97,135$51,971$45,164$45,164
TRITON$166,948$63,547$103,401$103,401
ONEOK INC$52$53-$1-$1
OFFICE PROPERTIES$77,917$77,917$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$148,564CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,539InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,539SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,539TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$2,552TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SARASFOUND.ORGWebsiteAddressTxt
Individual With BooksBHUVANA NANDAKUMARIndividualWithBooksNm
Phone2039523304PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1105 MOUND AVEAddressLine1Txt
CityEXCELSIORCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55331ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SURESH KRISHNA
105 MOUND AVEEXCELSIORMN55331PRESIDENT1.00$0$0$0
BHUVANA NANDAKUMAR
105 MOUND AVEEXCELSIORMN55331SECRETARY AND TREASURER1.00$0$0$0
PARTHIV KRISHNA
105 MOUND AVEEXCELSIORMN55331DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$892,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$190,204AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,082,683TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,082,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,240CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,066,443NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,322MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,322MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,539TaxBasedOnInvestmentIncomeAmt
Total Tax$2,539TotalTaxAmt
Distributable Before Adj$50,783DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,783DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,783DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,360ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,360QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,783DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$447ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$9,491ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,938TotalExcessDistributionCyovAmt
Qualifying Distributions$109,360QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,783AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,577RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$68,515TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$68,515ExcessDistriCyovToNextYrAmt
Excess From Year4$447ExcessFromYear4Amt
Excess From Year1$9,491ExcessFromYear1Amt
Excess From Current Year$58,577ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSURESH KRISHNAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
MATAGIRI SRI AUROBINDO CENTER
1218 WITTENBERG ROADMT TREMPERNY12457NONEPCGENERAL SUPPORT$1,250
MINNETONKA CURTAIN CALL CLUB
PO BOX 1172MINNETONKAMN55345NONEPCGENERAL SUPPORT$1,000
NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT
2211 CAMPUS DREVANSTONIL60208NONEPCDONATION - TOWARDS SCHOLARSHIP TO INTERNATIONAL STUDENTS AT KELLOGG SCHOOL OF MANAGEMENT$100,500
LAYYASAARAM INSTITUTE OF INDIAN ARTS
7581 BEACON CTEXCELSIORMN55331NONEPCGENERAL SUPPORT$1,000
INDIA ASSOCIATION OF MINNESOTA
PO BOX 130158SAINT PAULMN55113NONEPCGENERAL SUPPORT$500
HAMMER RESIDENCES
1909 WAYZATA BLVDWAYZATAMN55391NONEPCGENERAL SUPPORT$2,500
SRI AUROBINDO EDUCATION SOCIETY
NONEPCGENERAL SUPPORT$1,350110016SRI AUROBINDO MARGNEW DELHIIN
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,122ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,061ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$148,564ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$186,747ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$186,747TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SURESH KRISHNA
1105 MOUND AVEEXCELSIORMN55331$92,288Yes (X)Yes (X)
GUIDEPOINT GLOBAL LLC
2675 AVENUE OF THE AMERICAS 2ND FLOONEW YORKNY10011$5,833Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1400 SHRS MMPNoncashPropertyDesc
Fair Market Value$92,288FairMarketValueAmt
Received2023-08-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond11,000 SHARES THE RMR GROUPBondNm
EOY Book Value$8,635EOYBookValueAmt
EOYFMV$8,635EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SHARES AXA EQUITABLE 5.25% PFD$42,640$42,640
1500 SHARES ADVANCED MICRO DEVIC$221,115$221,115
820 SHARES AMAZON.COM INC.$124,591$124,591
252 SHARES NVIDIA CORP$124,795$124,795
2900 SHARES ONEOK INC$269,153$269,153
2100 SHARES GASLOG PARTNERS$51,114$51,114
2372 SHARES KEYCORP$50,856$50,856
100.6730 SHARES BOSTON TRUST WALDEN EQUI - ORTON$3,432$3,432
148.9070 SHARES BROWN ADVISORY BEUTELGOO - ORTON$2,109$2,109
43.727 SHARES EVENTIDE GILEAD I - ORTON$2,283$2,283
97.509 IMPAX GLOBAL ENVIRONMENT - ORTON$2,191$2,191
64.484 PARNASSUS VALUE EQUITY I - ORTON$3,259$3,259
31.46 SHELTON SUSTAINABLE EQUI - ORTON$4,877$4,877

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
275 SHARES SIMON PPTY GROUPFMV$39,226$39,226
10224.7923 SHARES MEDICAL PROPERTIESFMV$50,204$50,204
1800 SHARES MPLX, LPFMV$66,096$66,096
5425 SHARES WEBSTER FINL 5.25% PFDFMV$101,068$101,068
56 SHARES NUVEEN ESG LARGE CAP - ORTONFMV$3,890$3,890

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP DISTRIBUTIONSDesc
Revenue And Expenses Per Books$6,061RevenueAndExpensesPerBooksAmt
Net Investment Income$6,061NetInvestmentIncomeAmt
Adjusted Net Income$6,061AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO FAIR MARKET VALUEDesc
Amt$126,020Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER INVESTMENT FEESCategoryTxt
Amt$4,097Amt
Net Investment Income$4,097NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSURESH KRISHNAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 MOUND AVEAddressLine1Txt
CityEXCELSIORCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55331ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$25$0$0
FEDERAL TAXES$228$0$0

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