ANITA BHATIA FOUNDATION FOR TOMORROW INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANITA BHATIA FOUNDATION FOR TOMORROW INC (EIN 20-5345499)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349108557
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T19:03:18-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 205345499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ramesh and Kalpana Bhatia Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RAME | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anita Bhatia | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-15 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,353,059 | 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 | $2,932,979 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,428 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $208,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $427,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,718,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $855,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,597,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,092,681 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $149,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $161,117 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $161,117 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $86,768 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $86,768 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $95,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,089 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $52,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $436 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $18,443 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,443 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,953 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $576,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $523,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,827,689 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,827,689 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,404,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,350,970 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,806,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,048,956 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $345,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $395,905 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $395,905 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,698 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $8,439,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,779,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,322,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,042,170 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,795,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,634,330 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,831,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,970,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,353,059 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,885 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $67,885 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,137 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $13,763,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,964,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,763,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,964,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,831,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,970,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,763,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,806,924 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,956,435 | SubtotalAmt |
| Other Decreases | $53,419 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,903,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,718,557 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,862,606 | CostOrOtherBasisAmt |
| Gain Or Loss | $855,951 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $855,951 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $855,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,580 | SubtotalAmt |
| Tax Based On Investment Income | $14,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,848 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,648 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,068 | OverpaymentAmt |
| Applied To ES Tax | $4,068 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Anita Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 15.0 | $77,500 | $11,337 | $0 |
| Niraj Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 15.0 | $72,000 | $11,337 | $0 |
| Ramesh Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,607,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $570,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,178,342 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,178,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,010,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $550,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $550,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,580 | TotalTaxAmt |
| Distributable Before Adj | $535,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $535,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $535,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,350,970 | 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 | $7,350,970 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,953 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $135,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,735,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,791,355 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,309,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,971,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,350,970 | QualifyingDistributionsAmt |
| Applied To Current Year | $535,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,815,017 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,786,723 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,786,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,580 | ExcessFromYear4Amt |
| Excess From Year3 | $4,735,496 | ExcessFromYear3Amt |
| Excess From Year2 | $4,791,355 | ExcessFromYear2Amt |
| Excess From Year1 | $3,309,275 | ExcessFromYear1Amt |
| Excess From Current Year | $6,815,017 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Niraj Bhatia | ContributingManagerNm |
| Contributing Manager | Ramesh Bhatia | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY CONNECTION TEXAS | |||||||
| 7880 BENT BRANCH DR STE 150 | IRVING | TX | 75063 | N/A | PC | Expansion of Meaningful Day Services | $250,000 |
| AUSTENS AUTISTIC ADVENTURES | |||||||
| 101 E SW PKWY STE 115 | LEWISVILLE | TX | 75067 | N/A | PC | Artists on the Block | $1,000 |
| BLACK DOWN SYNDROME ASSOCIATION | |||||||
| 204 ALVERSTONE ST | DESOTO | TX | 75115 | N/A | PC | General & Unrestricted | $2,000 |
| CENTER FOR PARTNERSHIP STUDIES | |||||||
| 25700 SHAFTER WAY | CARMEL | CA | 93923 | N/A | PC | Love the Skin You're In led by Brie Mathers and Girls Resiliency Education Fund | $25,000 |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY I | |||||||
| 5601 BRIDGE ST SUITE 501 | FORT WORTH | TX | 76112 | N/A | PC | General & Unrestricted | $154 |
| CORNERSTONE HOUSING FOR ADULTS WITH DISABILITIES | |||||||
| 13034 SATICOY ST | NORTH HOLLYWOOD | CA | 91605 | N/A | PC | Landmark Naming Gift | $2,000,000 |
| DALLAS INDIAN LIONS CLUB CHARITIES INC | |||||||
| 6220 CHASE OAKS BLVD | PLANO | TX | 75023 | N/A | PC | Charitable Event | $5,000 |
| DESI RAINBOW PARENTS & ALLIES | |||||||
| 3 RONEY RD | EDISON | NJ | 08820 | N/A | PC | Charitable Event | $2,500 |
| GX3 FOUNDATION | |||||||
| 8992 PRESTON RD 110-113 | FRISCO | TX | 75034 | N/A | PC | 2023 Thanksgiving Program - Baskets for Good | $5,000 |
| HOLLYROD FOUNDATION | |||||||
| 1999 AVE OF THE STARS STE 2500 | LOS ANGELES | CA | 90067 | N/A | PC | General & Unrestricted | $1,015 |
| JAGADGURU KRIPALUJI YOG | |||||||
| 7405 STONEY POINT DR | PLANO | TX | 75025 | N/A | PC | Charitable Event | $10,000 |
| JORDAN ELIZABETH HARRIS FOUNDATION | |||||||
| 2830 HULEN ST STE 139 | FORT WORTH | TX | 76109 | N/A | PC | 2nd Annual Hope Squad Conference | $10,000 |
| MYCHALS LEARNING PLACE | |||||||
| 4901 W ROSECRANS AVE | HAWTHORNE | CA | 90250 | N/A | PC | "Purple Abstract" Painting for Display at Mychal's Learning Place | $400 |
| NATIONAL TUBEROUS SCLEROSIS ASSOCIATION INC | |||||||
| 801 ROEDER RD STE 750 | SILVER SPRING | MD | 20910 | N/A | PC | Anya's Accelerator Transforming TAND Translational Research | $2,300,000 |
| NATIONAL TUBEROUS SCLEROSIS ASSOCIATION INC | |||||||
| 801 ROEDER RD STE 750 | SILVER SPRING | MD | 20910 | N/A | PC | Charitable Event | $28,000 |
| NONSPEAKING COMMUNITY CONSORTIUM | |||||||
| 722 GRANT ST | HERNDON | VA | 20170 | N/A | PC | General & Unrestricted | $2,500 |
| OCEANOGRAPHIC TEACHING STATIONS INC | |||||||
| PO BOX 1 | MANHATTAN BCH | CA | 90267 | N/A | PC | General & Unrestricted | $10,000 |
| SAKHI FOR SOUTH ASIAN SURVIVORS INC | |||||||
| PO BOX 1333 | NEW YORK | NY | 10008 | N/A | PC | The Ramesh and Kalpana Bhatia Family Foundation's South Asian Safe Families Initiative | $300,000 |
| SEVA DANCE COMPANY | |||||||
| 20909 W 96TH TER | LENEXA | KS | 66220 | N/A | PC | 2023 Bollywood Dance Show | $2,500 |
| SKECHERS FOUNDATION | |||||||
| 228 MANHATTAN BEACH BLVD | MANHATTAN BEACH | CA | 90266 | N/A | PC | General & Unrestricted | $120 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | South Asian SOAR | $250,000 |
| THE FRIENDSHIP FOUNDATION | |||||||
| 2108 VAIL AVE | REDONDO BEACH | CA | 90278 | N/A | PC | Sponsor 6 weeks of Summer Camp | $5,000 |
| THE FRIENDSHIP FOUNDATION | |||||||
| 2108 VAIL AVE | REDONDO BEACH | CA | 90278 | N/A | PC | Bhatia College for Professional Development | $1,500,000 |
| TO BE LIKE ME | |||||||
| PO BOX 600101 | DALLAS | TX | 75360 | N/A | PC | 2023 North Texas Giving Day | $2,500 |
| TO BE LIKE ME | |||||||
| PO BOX 600101 | DALLAS | TX | 75360 | N/A | PC | Website and Virtual Programming | $10,000 |
| TOGETHER WE RISE CORPORATION | |||||||
| 560 W LAMBERT RD | BREA | CA | 92821 | N/A | PC | General & Unrestricted | $5,000 |
| WOMEN MAKE MOVIES INC | |||||||
| 231 W 29TH ST STE 1006 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,827,689 | 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 | $28,428 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,252 | 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 | $427,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $664,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $664,592 | 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 | Bhatia Ramesh | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 Creekway Drive | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,932,979 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (51 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AMGEN INC AMGN, 231 sh. | $55,805 | 2023-02-08 |
| 1 | MERCK & CO INC MRK, 296 sh. | $31,500 | 2023-02-08 |
| 1 | MERCK & CO INC MRK, 867 sh. | $92,266 | 2023-02-08 |
| 1 | CARDINAL HEALTH INC CAH, 231 sh. | $18,338 | 2023-02-08 |
| 1 | CARDINAL HEALTH INC CAH, 421 sh. | $33,421 | 2023-02-08 |
| 1 | CONOCOPHILLIPS COP, 1120 sh. | $124,790 | 2023-02-08 |
| 1 | CAVCO INDS INC DEL CVCO, 59 sh. | $16,857 | 2023-02-08 |
| 1 | PIPER JAFFRAY COS COM PIPR, 104 sh. | $15,915 | 2023-02-08 |
| 1 | GENUINE PARTS COMPANY GPC, 417 sh. | $70,406 | 2023-02-08 |
| 1 | PAYLOCITY CORP PCTY, 77 sh. | $17,455 | 2023-02-08 |
| 1 | PARKER HANNIFIN CP PH, 143 sh. | $49,984 | 2023-02-08 |
| 1 | FEDERAL SIGNAL CORP FSS, 330 sh. | $17,701 | 2023-02-08 |
| 1 | RBC BEARINGS INCORPORATED RBC, 72 sh. | $17,045 | 2023-02-08 |
| 1 | HEXCEL CP DELAWARE HXL, 221 sh. | $15,525 | 2023-02-08 |
| 1 | NEUROCRINE BIOSCIENCES, INC NBIX, 142 sh. | $14,716 | 2023-02-08 |
| 1 | NORDSON CP NDSN, 82 sh. | $20,048 | 2023-02-08 |
| 1 | COMFORT SYSTEMS USA INC FIX, 61 sh. | $7,359 | 2023-02-08 |
| 1 | COMFORT SYSTEMS USA INC FIX, 70 sh. | $8,445 | 2023-02-08 |
| 1 | GRAND CANYON EDUCATION, INC LOPE, 84 sh. | $9,498 | 2023-02-08 |
| 1 | CHUBB LIMITED CB, 389 sh. | $83,841 | 2023-02-08 |
| 1 | KINSALE CAPITAL GROUP INC KNSL, 67 sh. | $20,237 | 2023-02-08 |
| 1 | VICI PROPERTIES INC VICI, 1530 sh. | $52,877 | 2023-02-08 |
| 1 | VICI PROPERTIES INC VICI, 741 sh. | $25,609 | 2023-02-08 |
| 1 | NUTRIEN LTD NTR, 889 sh. | $70,800 | 2023-02-08 |
| 1 | PHILLIPS 66 PSX, 1046 sh. | $107,157 | 2023-02-08 |
| 1 | ABBVIE INC ABBV, 297 sh. | $43,187 | 2023-02-08 |
| 1 | GLOBUS MEDICAL INC GMED, 216 sh. | $16,798 | 2023-02-08 |
| 1 | KRAFT HEINZ CO KHC, 2520 sh. | $99,212 | 2023-04-25 |
| 1 | KONTOOR BRANDS INC KTB, 1086 sh. | $49,348 | 2023-04-25 |
| 1 | RAYTHEON TECHNOLOGIES CORP RTX, 1466 sh. | $148,535 | 2023-04-25 |
| 1 | INGERSOLL-RAND INC IR, 217 sh. | $11,936 | 2023-04-25 |
| 1 | BOOZ ALLEN HAMILTON HOLDING CORPORATION BAH, 122 sh. | $11,748 | 2023-04-25 |
| 1 | JAZZ PHARMACEUTICALS INC JAZZ, 94 sh. | $13,468 | 2023-04-25 |
| 1 | PERFORMANCE FOOD GROUP COMPANY PFGC, 174 sh. | $10,598 | 2023-04-25 |
| 1 | HOLOGIC, INC HOLX, 131 sh. | $11,150 | 2023-04-25 |
| 1 | TEXAS ROADHOUSE, INC TXRH, 208 sh. | $35,920 | 2023-04-25 |
| 1 | PORTLAND GEN ELEC POR, 217 sh. | $10,999 | 2023-04-25 |
| 1 | INGREDION INC INGR, 875 sh. | $91,293 | 2023-04-25 |
| 1 | MOLSON COOR BREW CO CL B TAP, 1096 sh. | $64,028 | 2023-04-25 |
| 1 | PACKAGING CORP AMER PKG, 336 sh. | $45,691 | 2023-04-25 |
| 1 | EAGLE MATERIALS INC EXP, 112 sh. | $16,341 | 2023-04-25 |
| 1 | MANHATTAN ASSOCIATES INC MANH, 126 sh. | $19,352 | 2023-04-25 |
| 1 | OGE ENERGY CORP OGE, 195 sh. | $7,392 | 2023-04-25 |
| 1 | IDACORP INC HLDG CO IDA, 129 sh. | $14,474 | 2023-04-25 |
| 1 | ASTRAZENECA AZN, 81 sh. | $6,165 | 2023-04-25 |
| 1 | LANCASTER COLONY CORPORATION LANC, 86 sh. | $17,682 | 2023-04-25 |
| 1 | GENUINE PARTS COMPANY GPC, 114 sh. | $18,929 | 2023-04-25 |
| 1 | DARDEN RESTAURANTS INC DRI, 96 sh. | $14,181 | 2023-04-25 |
| 1 | KINDER MORGAN INC KMI, 2982 sh. | $52,185 | 2023-04-25 |
| 1 | INTERNATIONAL BUSINESS MACHINES IBM, 496 sh. | $62,236 | 2023-04-25 |
| 1 | PEPSICO INC PEP, 226 sh. | $42,535 | 2023-04-25 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (60 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE CALL MAKE WHOL | $33,356 | $31,006 |
| AIRCASTLE LTD - 4.250% - 06/15 | $171,797 | $161,975 |
| AMERICAN TOWER CORP - 3.550% - | $48,171 | $47,978 |
| ANHEUSER BUSCH - 4.000% - 04/1 | $998 | $988 |
| ANTHEM INC NOTE - 4.101% - 03/ | $36,835 | $36,403 |
| AT&T INC - 1.650% - 02/01/2028 | $84,586 | $85,560 |
| BAKER HUGHES LLC - 3.337% - 12 | $106,157 | $101,380 |
| BANK AMER CORP - 3.559% - 04/2 | $136,103 | $132,865 |
| BAT CAPITAL CORP MTN CALL MAKE | $81,609 | $85,082 |
| BOEING CO - 4.875% - 05/01/202 | $27,234 | $25,872 |
| BOEING CO - 5.040% - 05/01/202 | $110,909 | $102,956 |
| BP CAP MARKETS - 3.119% - 05/0 | $61,269 | $57,090 |
| BP CAP MKTS - 3.017% - 01/16/2 | $972 | $959 |
| CAPITAL ONE FINL CORP NOTE - 4 | $34,105 | $34,738 |
| CIGNA CORP NEW SER C NOTE - 3. | $164,431 | $153,299 |
| CITIGROUP INC - 3.200% - 10/21 | $131,882 | $120,241 |
| CROWN CASTLE INTL CORP - 4.450 | $49,816 | $46,307 |
| DEUTSCHE BK AG NY NOTE - 2.552 | $130,598 | $137,793 |
| DISCOVER FINL SVCS NOTE - 4.50 | $138,802 | $134,286 |
| DISNEY WALT CO NOTE - 2.200% - | $100,571 | $97,216 |
| DOMINION GAS HLDGS LLC - 3.600 | $26,283 | $25,557 |
| EBAY INC - 1.900% - 03/11/2025 | $134,700 | $127,834 |
| EDISON CO - 5.850% - 11/01/202 | $1,018 | $1,044 |
| ENTERGY LA LLC - 3.250% - 04/0 | $1,828 | $1,882 |
| EQUITABLE HLDGS INC SER B NOTE | $99,265 | $96,639 |
| ESSEX PORTFOLIO L P - 3.625% - | $97,957 | $87,870 |
| FIFTH THIRD BANCORP NOTE CALL | $6,043 | $6,229 |
| GENERAL MTRS FINL COINC NOTE - | $63,524 | $62,756 |
| GLOBAL PAYMENTS INC NOTE - 2.6 | $129,348 | $131,783 |
| GOLDMAN SACHS - 3.691% - 06/05 | $24,931 | $24,859 |
| GOLDMAN SACHS GROUP INC - 1.09 | $1,890 | $1,842 |
| GOLDMAN SACHS GROUP INC - 3.85 | $4,058 | $3,891 |
| GOLDMAN SACHS GROUP INC NOTE - | $69,415 | $64,503 |
| HOST HOTELS &RESORTSLP - 3.875 | $51,468 | $52,717 |
| MICRON TECHNOLOGY INC - 4.185% | $29,749 | $29,444 |
| MIDAMERICAN ENERGY CO - 3.100% | $71,933 | $65,034 |
| MORGAN STANLEY - 3.625% - 01/2 | $146,517 | $132,906 |
| MORGAN STANLEY MTN - 0.985% - | $970 | $920 |
| MPLX LP - 1.750% - 03/01/2026 | $38,282 | $37,434 |
| NETAPP INC NOTE - 1.875% - 06/ | $17,580 | $17,117 |
| NETAPP INC NOTE CALL MAKE WHOL | $5,725 | $5,576 |
| NXP B V / NXP FDG LLC SER B NO | $109,511 | $109,787 |
| ORACLE CORP - 2.950% - 05/15/2 | $66,766 | $63,097 |
| ORACLE CORP NOTE - 3.250% - 11 | $5,583 | $5,702 |
| PAYPAL HOLDINGS INC - 2.650% - | $110,377 | $100,728 |
| PHILIP MORRIS INTL INC NOTE - | $13,323 | $13,235 |
| SABINE PAS - 5.000% - 03/15/20 | $40,114 | $40,189 |
| SABINE PASS LIQUEFACTION - 5.6 | $33,890 | $34,069 |
| SANTANDER HLDGS - 4.500% - 07/ | $41,918 | $40,558 |
| SANTANDER HOLDINGS USA INC SER | $134,471 | $124,351 |
| SOUTHWEST AIRLS CO - 5.125% - | $12,327 | $12,060 |
| SOUTHWEST AIRLS CO - 5.250% - | $95,053 | $89,983 |
| STRYKER CORP - 3.650% - 03/07/ | $1,993 | $1,936 |
| VIRGINIA ELEC - 3.500% - 03/15 | $146,958 | $133,464 |
| VMWARE INC - 3.900% - 08/21/20 | $174,012 | $164,635 |
| WELLS FARGO & CO - 3.000% - 04 | $1,042 | $958 |
| WELLS FARGO &CO - 3.196% - 06/ | $6,851 | $6,692 |
| WELLS FARGO - 2.393% - 06/02/2 | $1,791 | $1,833 |
| WILLIAMS PARTNERS LP - 4.300% | $1,981 | $1,995 |
| WRKCO INC SER B NOTE - 4.650% | $124,547 | $117,227 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP | $53,730 | $53,012 |
| AMER INTERNATIONAL GROUP INC | $43,960 | $51,693 |
| AMGEN INC | $17,140 | $21,602 |
| AT&T, INC | $83,721 | $74,117 |
| BROOKFIELD ASSET MANAGEMENT LT | $32,003 | $37,840 |
| CARDINAL HEALTH INC | $34,315 | $42,638 |
| CHARLES SCHWAB CORP | $41,445 | $54,902 |
| CHEVRON CORP | $37,846 | $35,649 |
| CISCO SYSTEMS INC | $33,348 | $39,961 |
| CITIGROUP INC | $73,932 | $67,952 |
| CME GROUP, INC | $62,974 | $71,183 |
| COMCAST CORP | $43,357 | $52,094 |
| CONOCOPHILLIPS | $59,410 | $81,481 |
| COREBRIDGE FINANCIAL INC | $75,213 | $88,741 |
| DARDEN RESTAURANTS INC | $63,362 | $68,677 |
| DIMENSIONAL WORLD EX U S CORE | $479,961 | $525,836 |
| EQUINOR ASA | $28,279 | $25,502 |
| FEDEX CORPORATION | $50,928 | $61,219 |
| GENUINE PARTS COMPANY | $35,454 | $32,271 |
| HARDING LOEVNER INTL EQUITY | $486,080 | $495,887 |
| HASBRO INC | $20,744 | $21,854 |
| INGREDION INC | $58,433 | $64,575 |
| INTERNATIONAL BUSINESS MACHINE | $60,458 | $76,541 |
| ISHARES TRUST RUSSELL 1000 GRO | $1,527,813 | $1,810,227 |
| KENVUE INC | $36,615 | $38,668 |
| KINDER MORGAN INC | $56,523 | $57,806 |
| KONINKLIJKE PHILIPS ELECTRONIC | $55,443 | $88,771 |
| KONTOOR BRANDS INC | $55,225 | $74,842 |
| KRAFT HEINZ CO | $37,416 | $36,166 |
| L3HARRIS TECHNOLOGIES | $20,942 | $23,589 |
| LEAR CORP | $64,746 | $67,075 |
| LOWES COMPANIES INC | $22,523 | $21,810 |
| MEDTRONIC PLC | $55,756 | $45,474 |
| MERCK & CO INC | $80,634 | $82,092 |
| METLIFE INC | $58,308 | $59,782 |
| MOLSON COOR BREW CO CL B | $42,345 | $44,745 |
| NETAPP, INC | $45,601 | $52,191 |
| NXP SEMICONDUCTORS | $58,453 | $76,943 |
| ORION OFFICE REIT ORD SHS | $2,105 | $583 |
| PACKAGING CORP AMER | $31,024 | $36,655 |
| PARKER HANNIFIN CP | $37,314 | $58,048 |
| PEPSICO INC | $27,479 | $24,797 |
| PFIZER INC | $42,070 | $40,623 |
| PHILLIPS 66 | $35,261 | $46,200 |
| PINNACLE WEST CAPITAL CORP | $60,721 | $56,897 |
| RADIAN GROUP INC | $41,784 | $52,703 |
| RAYTHEON TECHNOLOGIES CORP | $92,825 | $77,661 |
| REALTY INCOME CORP | $159,899 | $146,197 |
| RIO TINTO PLC SPONSORED ADR | $34,844 | $43,708 |
| TARGET CORPORATION | $23,311 | $24,781 |
| TEXAS INSTRUMENTS INC | $33,776 | $38,524 |
| UNION PACIFIC | $32,678 | $37,334 |
| VANGUARD SM-CAP ETF | $767,764 | $754,548 |
| VERIZON COMMUNICATIONS | $17,705 | $12,102 |
| VICI PROPERTIES INC | $51,086 | $48,553 |
| WELLS FARGO & CO | $54,780 | $56,160 |
| WEYERHAEUSER CO | $38,941 | $41,342 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $6,827,689. This amount represents 25% or more of the Foundation's net assets of $13,168,298 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $45,299 | $45,299 | |
| Bank Charges | $200 | $200 | |
| GIFT EXPENSE | $3,490 | $3,490 | |
| Payroll Processing Fees | $2,241 | $2,241 | |
| Postage/Delivery Service | $173 | $173 | |
| SUPPLY PURCHASE | $3,750 | $3,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $43,089 | $43,089 | |
| DEVELOPMENT CONSULTING | $45,000 | $45,000 | |
| DIGITAL SUBSCRIPTIONS | $7,500 | $7,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $9,800 | |
| Foreign Tax Paid | $436 | $436 |
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