SARATHY FOUNDATION TR UD 09182001: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SARATHY FOUNDATION TR UD 09182001 (EIN 25-6789323)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-09-24
IRS object ID: 202432689349100013
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-09-24T11:12:49-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	463695487	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SILICON CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	35 MILLER AVE 272	AddressLine1Txt
City	MILL VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94941	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	256789323	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SARATHY FOUNDATION TRUST	BusinessNameLine1Txt
Business Name Line2	CO Ray Rose CPA	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SARA	BusinessNameControlTxt
Phone	4158474774	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	35 MILLER AVE 272	AddressLine1Txt
City	MILL VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94941	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MAYA BOSE	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2024-09-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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	Raymond Rose	PreparerPersonNm
PTIN	P01264440	PTIN
Phone	4153891363	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,235,334	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	$97	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$97	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$97	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$70,410	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$70,410	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$70,410	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$72,291	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$229,043	GrossSalesPriceAmt
Other Income Rev And Expnss	$1	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	-$1,783	TotalRevAndExpnssAmt
Total Net Invst Incm	$70,507	TotalNetInvstIncmAmt
Total Adj Net Incm	$70,507	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$1,674	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$7,750	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$25,763	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$35,187	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$168,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$168,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$203,187	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$168,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$204,970	ExcessRevenueOverExpensesAmt
Net Investment Income	$70,507	NetInvestmentIncomeAmt
Adjusted Net Income	$70,507	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$503,201	CashBOYAmt
Cash EOY	$288,284	CashEOYAmt
Cash EOYFMV	$288,284	CashEOYFMVAmt
Other Investments BOY	$2,007,784	OtherInvestmentsBOYAmt
Other Investments EOY	$2,022,536	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,947,050	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,510,985	TotalAssetsBOYAmt
Total Assets EOY	$2,310,820	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,235,334	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$2,510,985	CapitalStockBOYAmt
Capital Stock EOY	$2,310,820	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,510,985	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,310,820	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,510,985	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,310,820	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,510,985	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$204,970	ExcessRevenueOverExpensesAmt
Other Increases	$4,805	OtherIncreasesAmt
Subtotal	$2,310,820	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,310,820	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
465 CROWN CASTLE INC	P	2023-02-15	2023-09-07	$46,523	$64,524	-$18,001	-$18,001
228 QUALCOMM INC	P	2022-12-30	2023-09-07	$24,304	$24,821	-$517	-$517
5136 FORD MOTOR CO NEW	P	2021-01-01	2023-11-01	$50,792	$78,916	-$28,124	-$28,124
371 PNC FINL SVCS GP	P	2021-01-01	2023-06-07	$47,349	$52,609	-$5,260	-$5,260
563 QUALCOMM INC	P	2021-01-01	2023-09-07	$60,014	$80,464	-$20,450	-$20,450
Capital Gain Dividends						$61

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$72,291	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$18,518	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$980	InvestmentIncomeExciseTaxAmt
Subtotal	$980	SubtotalAmt
Tax Based On Investment Income	$980	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,620	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,620	TotalPaymentsAndCreditsAmt
Overpayment	$2,640	OverpaymentAmt
Applied To ES Tax	$2,640	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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	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	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	RAY ROSE CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4158474774	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	35 MILLER AVE 272	AddressLine1Txt
City	MILL VALLEY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94941	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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

Field	Value	IRS element (for citing)
Person	maya bose	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 corral run	AddressLine1Txt
City	carmel	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93923	ZIPCd

Field	Value	IRS element (for citing)
Title	Trustee	TitleTxt
Average Hrs Per Wk Devoted To Pos	16.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$980	TaxBasedOnInvestmentIncomeAmt
Total Tax	$980	TotalTaxAmt
Distributable Before Adj	$980	DistributableBeforeAdjAmt
Distributable Before Ded	$980	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$168,000	ExpensesAndContributionsAmt
Qualifying Distributions	$168,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$49,483	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$49,483	TotalExcessDistributionCyovAmt
Qualifying Distributions	$168,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$168,000	RemainingDistriFromCorpusAmt
Total Corpus	$217,483	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$217,483	ExcessDistriCyovToNextYrAmt
Excess From Year1	$49,483	ExcessFromYear1Amt
Excess From Current Year	$168,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Field	Value	IRS element (for citing)
Recipient Person	Donor Advised Fund	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2000 westchester ave	AddressLine1Txt
City	purchase	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10577	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	General	RecipientRelationshipTxt
Grant Or Contribution Purpose	Charity	GrantOrContributionPurposeTxt
Amt	$168,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$168,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$97	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$70,410	RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$61	UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm	-$72,352	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$61	UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm	-$1,844	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$1,783	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting	CategoryTxt
Amt	$7,750	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (33 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AMGEN INC	AT COST	$130,694	$170,220
JP MORGAN CHASE & CO	AT COST	$109,194	$162,446
LOWES COMPANIES INC	AT COST	$29,513	$43,842
MICROSOFT CORP	AT COST	$44,012	$85,737
PROCTER & GAMBLE CO	AT COST	$112,288	$129,248
UNITEDHEALTH GROUP	AT COST	$46,939	$85,288
ALPHABET INC CL A	AT COST	$69,296	$126,839
AMAZON COM INC	AT COST	$59,201	$75,210
APPLE INC	AT COST	$53,639	$115,325
BERKSHIRE HATHAWAY CL-B NEW	AT COST	$69,285	$125,901
BLACKSTONE INC	AT COST	$26,060	$72,137
DEERE & CO	AT COST	$45,477	$111,564
HOME DEPOT INC	AT COST	$34,701	$40,893
HONEYWELL INTL INC	AT COST	$55,059	$75,076
LOCKHEED MARTIN CORP	AT COST	$104,883	$132,346
PALO ALTO NETWORKS INC	AT COST	$59,923	$173,389
THERMO FISHER SCIENTIFIC	AT COST	$70,854	$70,595
BLACKROCK INC	AT COST	$58,080	$90,110
BRISTOL MYERS SQUIBB	AT COST	$124,466	$111,497
VISA INC CL A	AT COST	$75,585	$104,140
ARCHER DANIELS MIDLAND	AT COST	$49,426	$56,404
CATERPILLAR INC	AT COST	$69,092	$141,330
CHEVRON CORP	AT COST	$74,092	$94,866
INTEL CORP	AT COST	$16,564	$31,808
TOTALENERGIES SE SPONSORED ADS	AT COST	$29,938	$40,428
ZOETIS INC CLASS A	AT COST	$64,201	$78,948
ADVANCED MICRO DEVICES	AT COST	$84,757	$116,896
ALEXANDRIA REAL ESTATE EQ INC	AT COST	$71,901	$85,443
NEXTERA ENERGY INC	AT COST	$25,689	$27,940
PRUDENTIAL FINANCIAL INC	AT COST	$47,483	$57,144
Breit CL S	AT COST	$55,215	$61,803
STONE RIDGE TR II	AT COST	$14,875	$15,820
STONE RIDGE TR V	AT COST	$40,154	$36,417

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Legal	CategoryTxt
Legal Fees	$1,674	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
int	$173
MS -6300 Fees	$25,575
MS -7138 Fees	$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$1	RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	1099 Timing Differences	Desc
Amt	$4,805	Amt

SARATHY FOUNDATION TR UD 09182001: 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

Preparer Person PreparerPersonGrp

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 (6 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

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (33 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

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