RUPA AND BHARAT B BHATT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RUPA AND BHARAT B BHATT FOUNDATION (EIN 20-1684464)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-15
- IRS object ID
- 202441979349100119
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-15T11:22:28-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAMPUS DR | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079321041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201684464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUPA AND BHARAT B BHATT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUPA | BusinessNameControlTxt |
| Phone | 7038355847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13160 MARSH LANDING | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187531 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BHARAT B BHATT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7038355847 | PhoneNum |
| Signature | 2024-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BHARAT | PersonFirstNm |
| Person Last | BHATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN SCHEID | PreparerPersonNm |
| PTIN | P01379350 | PTIN |
| Phone | 9732364000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $3,939,003 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25,142 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,142 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$166,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,305,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,949 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,394 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $394 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,417 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,471 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $190,071 | CashBOYAmt |
| Cash EOY | $157,963 | CashEOYAmt |
| Cash EOYFMV | $158,475 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $381,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,813 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $96,238 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,672 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,732,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,811,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,656,043 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,303,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,091,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,939,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,303,666 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,091,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,303,666 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,091,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,303,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,091,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,303,666 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,092,046 | SubtotalAmt |
| Other Decreases | $62 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,091,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | P | 2021-12-06 | 2022-09-14 | $1,971 | $4,484 | -$2,513 | -$2,513 |
| NVIDIA CORP | P | 2022-01-25 | 2022-09-16 | $3,355 | $6,972 | -$3,617 | -$3,617 |
| COSTAR GROUP INC. | P | 2021-12-06 | 2022-09-30 | $5,025 | $5,471 | -$446 | -$446 |
| COSTAR GROUP INC. | P | 2021-12-06 | 2022-10-05 | $1,309 | $1,387 | -$78 | -$78 |
| META PLATFORMS | P | 2021-12-06 | 2022-10-05 | $3,935 | $9,190 | -$5,255 | -$5,255 |
| META PLATFORMS | P | 2021-12-06 | 2022-10-07 | $6,309 | $14,893 | -$8,584 | -$8,584 |
| HEICO CORP NEW CL A | P | 2021-12-06 | 2022-10-14 | $3,105 | $3,600 | -$495 | -$495 |
| SPLUNK COMSTK COM USD | P | 2021-12-06 | 2022-10-14 | $2,315 | $3,793 | -$1,478 | -$1,478 |
| SPLUNK COMSTK COM USD | P | 2021-12-06 | 2022-10-17 | $3,603 | $5,518 | -$1,915 | -$1,915 |
| SPLUNK COMSTK COM USD | P | 2021-12-06 | 2022-10-19 | $3,352 | $4,943 | -$1,591 | -$1,591 |
| SPLUNK COMSTK COM USD | P | 2021-12-06 | 2022-10-21 | $3,106 | $4,552 | -$1,446 | -$1,446 |
| APPLIED MATERIALS INC | P | 2021-12-06 | 2022-10-25 | $697 | $1,182 | -$485 | -$485 |
| LAM RESEARCH CORP. | P | 2021-12-06 | 2022-10-25 | $758 | $1,327 | -$569 | -$569 |
| ADR ASML HOLDINGS NV NY REG | P | 2021-12-06 | 2022-11-09 | $2,986 | $4,561 | -$1,575 | -$1,575 |
| ADR AIA GROUP LTD | P | 2021-12-06 | 2022-11-14 | $115 | $126 | -$11 | -$11 |
| ADR AIA GROUP LTD | P | 2021-12-06 | 2022-11-15 | $3,634 | $3,957 | -$323 | -$323 |
| LAM RESEARCH CORP. | P | 2021-12-06 | 2022-11-17 | $3,198 | $4,645 | -$1,447 | -$1,447 |
| APPLIED MATERIALS INC | P | 2021-12-06 | 2022-11-22 | $2,211 | $3,102 | -$891 | -$891 |
| ADR SHENZHOU INTL GROUP HOLDINGS LTD | P | 2021-12-06 | 2022-11-23 | $581 | $1,414 | -$833 | -$833 |
| ADR SHENZHOU INTL GROUP HOLDINGS LTD | P | 2021-12-06 | 2022-11-25 | $2,001 | $4,851 | -$2,850 | -$2,850 |
| ABOTT LABORATORIES | P | 2022-10-07 | 2022-12-07 | $6,300 | $6,128 | $172 | $172 |
| ALPHABET INC CAP STK | P | 2022-11-22 | 2022-12-07 | $1,058 | $1,092 | -$34 | -$34 |
| AMAZON COM INC | P | 2021-12-06 | 2022-12-07 | $2,392 | $2,503 | -$111 | -$111 |
| ELEVANCE HEALTH INC | P | 2022-09-16 | 2022-12-07 | $11,137 | $10,228 | $909 | $909 |
| ARES MANAGEMENT LP COM SHS | P | 2022-08-25 | 2022-12-07 | $10,843 | $11,700 | -$857 | -$857 |
| BALL CORPORATION | P | 2022-11-01 | 2022-12-07 | $8,678 | $8,227 | $451 | $451 |
| CBRE GROUP INC CL A | P | 2022-06-30 | 2022-12-07 | $10,392 | $9,797 | $595 | $595 |
| CARLYLE GROUP INC | P | 2022-11-21 | 2022-12-07 | $1,644 | $1,620 | $24 | $24 |
| COSTAR GROUP INC. | P | 2021-12-06 | 2022-12-07 | $240 | $244 | -$4 | -$4 |
| GENERAL ELECTRIC CO | P | 2022-06-09 | 2022-12-07 | $19,859 | $16,655 | $3,204 | $3,204 |
| JONES LANG LASELLE INC | P | 2022-06-22 | 2022-12-07 | $14,998 | $16,051 | -$1,053 | -$1,053 |
| MICROSOFT CORP | P | 2022-08-24 | 2022-12-07 | $5,157 | $5,811 | -$654 | -$654 |
| ADR NICE SPONSORED ADR | P | 2022-11-03 | 2022-12-07 | $9,706 | $9,486 | $220 | $220 |
| SALESFORCE INC. | P | 2022-09-14 | 2022-12-07 | $1,838 | $2,254 | -$416 | -$416 |
| APPLIED MATERIALS INC | P | 2021-12-06 | 2022-12-07 | $15,585 | $21,563 | -$5,978 | -$5,978 |
| AMAZON COM INC | P | 2021-12-06 | 2022-12-07 | $15,418 | $30,100 | -$14,682 | -$14,682 |
| CARLYLE GROUP INC | P | 2021-12-06 | 2022-12-07 | $15,121 | $27,940 | -$12,819 | -$12,819 |
| SALESFORCE INC. | P | 2021-12-06 | 2022-12-07 | $10,763 | $21,059 | -$10,296 | -$10,296 |
| COSTAR GROUP INC. | P | 2021-12-06 | 2022-12-07 | $14,176 | $13,639 | $537 | $537 |
| ALPHABET INC CAP STK | P | 2021-12-06 | 2022-12-07 | $15,395 | $23,096 | -$7,701 | -$7,701 |
| HEICO CORP NEW CL A | P | 2021-12-06 | 2022-12-07 | $10,246 | $10,414 | -$168 | -$168 |
| KKR & CO INC | P | 2021-12-06 | 2022-12-07 | $15,353 | $23,986 | -$8,633 | -$8,633 |
| LAM RESEARCH CORP. | P | 2021-12-06 | 2022-12-07 | $10,309 | $15,261 | -$4,952 | -$4,952 |
| MASTERCARD INC. | P | 2021-12-06 | 2022-12-07 | $14,864 | $14,423 | $441 | $441 |
| MICROSOFT CORP | P | 2021-12-06 | 2022-12-07 | $15,962 | $21,142 | -$5,180 | -$5,180 |
| QORVO INC | P | 2021-12-06 | 2022-12-07 | $14,822 | $23,705 | -$8,883 | -$8,883 |
| SKYWORKS SOLUTIONS INC | P | 2021-12-06 | 2022-12-07 | $14,457 | $24,013 | -$9,556 | -$9,556 |
| TANSDIGM GROUP INC | P | 2021-12-06 | 2022-12-07 | $23,302 | $23,107 | $195 | $195 |
| VISA INC | P | 2021-12-06 | 2022-12-07 | $14,319 | $14,064 | $255 | $255 |
| MFC ETF I SHARES MSCI EAFE | P | 2015-05-20 | 2022-12-08 | $216,253 | $230,569 | -$14,316 | -$14,316 |
| ADR AMADEUS IT GROUP | P | 2021-12-06 | 2022-12-23 | $1,921 | $2,443 | -$522 | -$522 |
| ADR AMADEUS IT GROUP | P | 2021-12-06 | 2022-12-27 | $4,004 | $5,085 | -$1,081 | -$1,081 |
| LULELEMON ATHLETICA INC | P | 2021-12-06 | 2022-12-28 | $3,093 | $4,225 | -$1,132 | -$1,132 |
| ADR LASERTEC CORP | P | 2021-12-06 | 2022-12-29 | $68 | $102 | -$34 | -$34 |
| ADR LVMH MOET HENNESSY | P | 2021-12-06 | 2022-12-29 | $148 | $157 | -$9 | -$9 |
| ADR LASERTEC CORP | P | 2021-12-06 | 2022-12-30 | $2,658 | $4,092 | -$1,434 | -$1,434 |
| ADR LVMH MOET HENNESSY | P | 2021-12-06 | 2022-12-30 | $2,771 | $2,983 | -$212 | -$212 |
| MFC ISHARES TR RUSSELL 1000 GROWTH ETF | P | 2022-12-07 | 2023-07-02 | $50,036 | $39,403 | $10,633 | $10,633 |
| RESMED INC | P | 2021-12-06 | 2023-01-05 | $2,482 | $3,112 | -$630 | -$630 |
| RESMED INC | P | 2021-12-06 | 2023-01-06 | $206 | $259 | -$53 | -$53 |
| ACCENTURE PLC CLS | P | 2021-12-06 | 2023-03-17 | $3,003 | $4,374 | -$1,371 | -$1,371 |
| EPAM SYS INC | P | 2021-12-06 | 2023-03-17 | $1,390 | $2,894 | -$1,504 | -$1,504 |
| LULELEMON ATHLETICA INC | P | 2021-12-06 | 2023-03-17 | $4,975 | $7,182 | -$2,207 | -$2,207 |
| EXPERIAN PLC | P | 2021-12-06 | 2023-03-20 | $1,560 | $2,261 | -$701 | -$701 |
| EXPERIAN PLC | P | 2021-12-06 | 2023-03-21 | $1,553 | $2,261 | -$708 | -$708 |
| ALCON AG | P | 2021-12-06 | 2023-04-04 | $1,679 | $1,927 | -$248 | -$248 |
| ALCON AG | P | 2021-12-06 | 2023-04-05 | $2,637 | $3,051 | -$414 | -$414 |
| ALCON AG | P | 2021-12-06 | 2023-04-06 | $2,898 | $3,291 | -$393 | -$393 |
| ALCON AG | P | 2021-12-06 | 2023-04-10 | $1,441 | $1,686 | -$245 | -$245 |
| MFB NORTHERN FUNDS EMERGING MARKETS EQUITY | P | 2021-12-01 | 2023-04-19 | $13,414 | $16,783 | -$3,369 | -$3,369 |
| ADR LASERTEC CORP | P | 2021-12-06 | 2023-05-08 | $4,032 | $7,775 | -$3,743 | -$3,743 |
| ADR LI NING CO LTD ADR | P | 2021-12-06 | 2023-06-06 | $3,273 | $6,051 | -$2,778 | -$2,778 |
| AON PLC | P | 2022-03-21 | 2023-07-20 | $676 | $641 | $35 | $35 |
| CANADIAN PAC KANS CITY LTD | P | 2021-12-06 | 2023-07-20 | $1,053 | $932 | $121 | $121 |
| GDR NESTLE S A SPONSORED ADR | P | 2021-12-06 | 2023-07-20 | $721 | $789 | -$68 | -$68 |
| FERRARI N V | P | 2021-12-06 | 2023-07-20 | $956 | $783 | $173 | $173 |
| CANADIAN PAC KANS CITY LTD | P | 2022-04-12 | 2023-07-20 | $1,153 | $821 | $332 | $332 |
| STERIS PLC | P | 2021-12-06 | 2023-07-20 | $910 | $903 | $7 | $7 |
| ATLASSIAN CORP CL A | P | 2021-12-06 | 2023-07-20 | $181 | $353 | -$172 | -$172 |
| ADR ADYEN N V ADR | P | 2021-12-06 | 2023-07-21 | $479 | $739 | -$260 | -$260 |
| ADR ASTRAZENECA PLC SPONSORED ADR | P | 2022-07-08 | 2023-07-21 | $415 | $402 | $13 | $13 |
| ICON PLC COM | P | 2021-12-06 | 2023-07-21 | $490 | $537 | -$47 | -$47 |
| SIKA AG ADR | P | 2021-12-06 | 2023-07-21 | $623 | $835 | -$212 | -$212 |
| ADR CSL LTD SPONSORED ADR | P | 2021-12-06 | 2023-08-07 | $7,039 | $8,632 | -$1,593 | -$1,593 |
| ADR AIA GROUP LTD SPONSORED ADR | P | 2021-12-06 | 2023-08-10 | $7,359 | $8,208 | -$849 | -$849 |
| EJFI INVESTMENTS LTD | P | 2021-01-01 | 2023-08-31 | $60,476 | $74,681 | -$14,205 | -$14,205 |
| BRITISH POUND STERLING | P | 2021-01-01 | 2023-02-09 | $402,296 | $408,147 | -$5,851 | -$5,851 |
| BRITISH POUND STERLING | P | 2021-01-01 | 2023-08-03 | $117,259 | $113,399 | $3,860 | $3,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$166,563 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$25,314 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,828 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,570 | OverpaymentAmt |
| Applied To ES Tax | $22,570 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BHARAT BHATT | IndividualWithBooksNm |
| Phone | 7038355847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13160 MARSH LANDING | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| RUPA B BHATT | ||||||||
| 13160 MARSH LANDING | PALM BEACH GARDENS | FL | 33418 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BHARAT B BHATT | ||||||||
| 13160 MARSH LANDING | PALM BEACH GARDENS | FL | 33418 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| AMI B BHATT | ||||||||
| 20 JUNIPER LANE | NEWTON | MA | 02459 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SWAPNIL MANIAR | ||||||||
| 20 JUNIPER LANE | NEWTON | MA | 02459 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,801,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,978,370 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,978,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,918,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,258 | TotalTaxAmt |
| Distributable Before Adj | $193,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,528 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,498 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $191,498 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $192,647 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BHARAT B BHATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $2,000 |
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||
| 6355 NW 36TH STREET 2201 | MIAMI | FL | 33166 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| CELIAC DISEASE FOUNDATION | ||||||
| 5850 CANOGA AVENUE 4TH FLOOR | WOODLAND HILLS | CA | 913642469 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| CONNECTIONS EDUCATION CENTER | ||||||
| 1310 OLD CONGRESS AVE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $500 |
| NATIONAL CELIAC ASSOCIATION | ||||||
| 20 PICKERING STREET | NEEDHAM | MA | 02492 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| FEEDING SOUTH FLORIDA | ||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| THE SECOND STEP INC | ||||||
| 33 AUSTIN STREET | NEWTONVILLE | MA | 02460 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| CRADLES TO CRAYONS INC | ||||||
| 281 NEWTONVILLE AVENUE | NEWTONVILLE | MA | 02460 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| YALE SCHOOL OF MEDICINE | ||||||
| 367 CEDAR ST | NEW HAVEN | CT | 06510 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| UTEC | ||||||
| 15 WARREN STREET NO3 | LOWELL | MA | 01852 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $2,000 |
| HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| THE WINSOR SCHOOL INC | ||||||
| 103 PILGRIM RD | BOSTON | MA | 02115 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,000 |
| AUDUBON SOCIETY OF THE EVERGLADES | ||||||
| PO BOX 16914 | WEST PALM BEACH | FL | 33416 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $500 |
| SPRUCE PEAK ARTS CENTER FOUNDATION | ||||||
| 122 HOURGLASS DR | STOWE | CT | 05672 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,000 |
| NPR | ||||||
| 1111 NORTH CAPITOL STREET | WASHINGTON | DC | 20002 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| THIRTEEN | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,000 |
| THE NEW YORK TIMES NEEDIEST CASES FUND | ||||||
| 10 S DEARBORN ST | CHICAGO | IL | 60603 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| CENTRAL PARK CONSERVANCY INC | ||||||
| 717 5TH AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $2,000 |
| NORTON MUSEUM OF ART | ||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,500 |
| EVERYTOWN FOR GUN SAFTEY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| BAPS CHARITIES INC | ||||||
| 81 SUTTONS LANE | PISCATAWAY | NJ | 088545723 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $62,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,111 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,142 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$166,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,386 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,386 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EJF INVESTMENTS LTD | $1,343,450 | $1,027,674 |
| NORTHERN TRUST A/C #8226 - EQUITY SECURITIES | $1,676,841 | $1,892,049 |
| NORTHERN TRUST A/C #8226 - FIXED INCOME SECURITIES | $351,206 | $302,755 |
| NORTHERN TRUST A/C #8226 - COMMODITIES | $150,693 | $159,371 |
| NORTHERN TRUST A/C #2478 - EQUITY SECURITIES | $289,767 | $274,194 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $96,238 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,672 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $62 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ALM/NEW YORK LAW JOURNAL | $170 | $0 | $0 | $170 |
| NORTHERN TRUST BROKERAGE A/C - ADVISORY FEES | $5,077 | $2,539 | $0 | $2,538 |
| NORTHERN TRUST BROKERAGE A/C - INVESTMENT MANAGEMENT FEES | $3,493 | $3,493 | $0 | $0 |
| NORTHERN TRUST BROKERAGE A/C - ADR FEES | $2 | $2 | $0 | $0 |
| CT CORPORATION | $709 | $0 | $0 | $709 |
| NTSI WIRE TRANSFER FEES | $50 | $50 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES PAID | $15,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $394 | $394 | $0 | $0 |
Comments