SARAS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SARAS FOUNDATION (EIN 83-2686548)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-18
IRS object ID
202330779349100003
Schema version
2022v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-18T10:11:39-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411360831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12675 LONG LAKE ROADAddressLine1Txt
CityROSEVILLECityNm
State AbbreviationMNStateAbbreviationCd
ZIP551131117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832686548EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSURESH KRISHNAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2039523304PhoneNum
Signature2023-02-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSURESHPersonFirstNm
Person LastKRISHNAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$946,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$254,344ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,020DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$22,254NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$256,248GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$252,110TotalRevAndExpnssAmt
Total Net Invst Incm$20,020TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,150AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,636OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,636OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$144TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$5,746TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,746TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,683TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,636TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,903TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,636TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,403TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$184,927ExcessRevenueOverExpensesAmt
Net Investment Income$16,384NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$233,452CashBOYAmt
Cash EOY$84,501CashEOYAmt
Cash EOYFMV$84,501CashEOYFMVAmt
Corporate Stock BOY$942,604CorporateStockBOYAmt
Corporate Stock EOY$568,572CorporateStockEOYAmt
Corporate Stock EOYFMV$568,572CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$90,576CorporateBondsEOYAmt
Corporate Bonds EOYFMV$90,576CorporateBondsEOYFMVAmt
Other Investments BOY$43,937OtherInvestmentsBOYAmt
Other Investments EOY$202,819OtherInvestmentsEOYAmt
Other Investments EOYFMV$202,819OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,219,993TotalAssetsBOYAmt
Total Assets EOY$946,468TotalAssetsEOYAmt
Total Assets EOYFMV$946,468TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,219,993RetainedEarningBOYAmt
Retained Earning EOY$946,468RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,219,993TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$946,468TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,219,993TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$946,468TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,219,993TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$184,927ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,404,920SubtotalAmt
Other Decreases$458,452OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$946,468TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM CAPITAL GAINS$72,247$112,705-$40,458-$40,458
LONG TERM CAPITAL GAINS$184,001$165,797$18,204$18,204
FieldValueIRS element (for citing)
Capital Gain Net Income-$22,254CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$228InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$228SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$228TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SURESH KRISHNA
105 MOUND AVEEXCELSIORMN55331PRESIDENT1.00$0$0$0
BHUVANA NANDAKUMAR
105 MOUND AVEEXCELSIORMN55331SECRETARY AND TREASURER1.00$0$0$0
PARTHIV KRISHNA
160 COMSTOCK CIRCLESTANFORDCA94305DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$791,842AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$104,618AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$202,819FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,099,279TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,099,279AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,489CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,082,790NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,140MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,140MinimumInvestmentReturnAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Total Tax$228TotalTaxAmt
Distributable Before Adj$53,912DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,912DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,912DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,403ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,403QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,912DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$447ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$447TotalExcessDistributionCyovAmt
Qualifying Distributions$63,403QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,912AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,491RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,938TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,938ExcessDistriCyovToNextYrAmt
Excess From Year3$447ExcessFromYear3Amt
Excess From Current Year$9,491ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NORTHWESTERN UNIVERSITY KELLOGG SCHOOL OF MANAGEMENT
2211 CAMPUS DREVANSTONIL60208NONEPCDONATION - TOWARDS SCHOLARSHIP TO INTERNATIONAL STUDENTS AT KELLOGG SCHOOL OF MANAGEMENT$50,000
CREATING HEALTHIER COMMUNITIES
1199 NORTH FAIRFAX STREET 600ALEXANDRIAVA22314NONEPCDONATION - GRANT TOWARDS HELPING ORGANIZATIONS ADDRESS BARRIERS TO GOOD HEALTH$3,500
SPECIAL OLYMPICS
900 2ND AVE S STE 300MINNEAPOLISMN55402NONEPCGENERAL SUPPORT$500
MINNETONKA CURTAIN CALL CLUB
PO BOX 1172MINNETONKAMN55345NONEPCGENERAL SUPPORT$1,000
COMMUNITY FOR THE COMMONS
PO BOX 333EXCELSIORMN55331NONEPCDONATION TOWARDS BUILDING THE NEW PLAZA AT THE EXCELSIOR COMMONS$1,000
MATAGIRI SRI AUROBINDO CENTER
1218 WITTENBERG ROADMT TREMPERNY12457NONEPCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,020ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$22,254ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$2,234ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$2,234TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
SURESH KRISHNA
1105 MOUND AVEEXCELSIORMN55331$220,536Yes (X)Yes (X)
GUIDEPOINT GLOBAL LLC
2675 AVENUE OF THE AMERICAS 2ND FLOONEW YORKNY10011$6,767Yes (X)
MARTHA AND ROBERT ORTON
36990 FALLS REACH DR APT 202FALLS CHURCHVA220432348$25,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2900 SHRS OKE & 1800 SHRS MPLXNoncashPropertyDesc
Fair Market Value$218,980FairMarketValueAmt
Received2022-10-05ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,150DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond100,000 SHARES THE RMR GROUPBondNm
EOY Book Value$90,576EOYBookValueAmt
EOYFMV$90,576EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2000 SHARES AXA EQUITABLE 5.25% PFD$37,620$37,620
2000 SHARES TRITON INTL LTD$137,560$137,560
1500 SHARES ADVANCED MICRO DEVIC$97,155$97,155
820 SHARES AMAZON.COM INC.$68,880$68,880
252 SHARES NVIDIA CORP$36,827$36,827
2900 SHARES ONEOK INC$190,530$190,530

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
275 SHARES SIMON PPTY GROUPFMV$32,307$32,307
10000 SHARES MEDICAL PROPERTIESFMV$111,400$111,400
1800 SHARES MPLX, LPFMV$59,112$59,112

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO FAIR MARKET VALUEDesc
Amt$458,452Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$7RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER INVESTMENT FEESCategoryTxt
Amt$3,636Amt
Net Investment Income$3,636NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSURESH KRISHNAPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$25$0$0
FEDERAL TAXES$119$0$0

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