RAJU VEGESNA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RAJU VEGESNA FOUNDATION (EIN 06-1694446)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-30
- IRS object ID
- 202322429349100412
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-30T10:32:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Disaster Relief | FEMA-3591-DR | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BUSH STREET STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941044425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061694446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAJU VEGESNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA PA | InCareOfNm |
| Business Name Control | RAJU | BusinessNameControlTxt |
| Phone | 4089223103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5808 TROWBRIDGE WAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJU VEGESNA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4153977900 | PhoneNum |
| Signature | 2023-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAJU | PersonFirstNm |
| Person Last | VEGESNA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00624713 | PTIN |
| Phone | 4153977900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $2,800,139 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $415,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $415,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$56,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,625,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $750,006 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,597 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,597 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $360,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,788 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $750,006 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $13,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,339 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,446 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $183 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $183 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,801 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $636,822 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $636,822 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $669,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $640,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$309,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $387,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $750,006 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110,451 | CashBOYAmt |
| Cash EOY | $1,176,422 | CashEOYAmt |
| Cash EOYFMV | $1,176,422 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $750,006 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,213,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,650,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,623,717 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,074,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,826,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,800,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,074,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,826,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,074,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,826,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,074,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,826,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,074,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$309,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,261 | OtherIncreasesAmt |
| Subtotal | $2,832,086 | SubtotalAmt |
| Other Decreases | $5,490 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,826,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY #5366 | 2022-01-01 | 2022-12-31 | $622,726 | $661,587 | -$38,838 | -$38,861 | |
| FIDELITY #5366 | 2021-01-01 | 2022-12-31 | $998,757 | $1,029,421 | -$23,356 | -$30,664 | |
| CLEARWATER CAPITAL PARTNERS FUND III | 2021-01-01 | 2022-12-31 | $1,381 | $1,381 | $1,381 | ||
| NB CROSSROADS 2010 FUND - A ASSET ALLOCATION LP | 2022-01-01 | 2022-12-31 | $3 | $3 | $3 | ||
| NB CROSSROADS 2010 FUND - A ASSET ALLOCATION LP | 2021-01-01 | 2022-12-31 | $3,050 | $3,050 | $3,050 | ||
| CAPITAL GAIN DIVIDENDS | $1,043 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,043 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,043 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,043 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,043 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,717 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,386 | SubtotalAmt |
| Tax Based On Investment Income | $5,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,764 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,764 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,622 | TaxDueAmt |
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 | 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 | BDO USA PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153977900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BUSH ST STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 |
| 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 | ANATAKOTI RAJU VEGESNA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5808 TROWBRIDGE WAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,763,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,020,227 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,020,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,989,924 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,386 | TotalTaxAmt |
| Distributable Before Adj | $94,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $750,006 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $844,116 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $844,116 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $640,268 | 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 | $640,268 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $844,116 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $323,858 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $341,419 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $207,898 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $192,667 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $418,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,484,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $640,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $640,268 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $203,848 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $203,848 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,280,674 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $120,010 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,160,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $341,419 | ExcessFromYear4Amt |
| Excess From Year3 | $207,898 | ExcessFromYear3Amt |
| Excess From Year2 | $192,667 | ExcessFromYear2Amt |
| Excess From Year1 | $418,680 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANATAKOTI RAJU VEGESNA | ContributingManagerNm |
| Contributing Manager | BALA VEGESNA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Harker School | ||||||
| 500 Saratoga Ave | San Jose | CA | 95129 | 501(C)(3) | CHARITABLE | $275,000 |
| SIDDHI VINAYAKA CULTURAL CENTER INC | ||||||
| 40155 Blacow Road | Fremont | CA | 94538 | 501(c)(3) | CHARITABLE | $161,822 |
| LUCILE PACKARD FDN FOR CHILD | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | 501(c)(3) | CHARITABLE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $636,822 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,197 | 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 | -$56,717 | 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 | OTHER INCOME | Desc |
| Exclusion | $376,591 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $360,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $360,071 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | TO PROVIDE FINANCIAL SUPPORT FOR CHARITABLE AND EDUCATIONAL PURPOSES | RelationshipStatementTxt |
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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $13,785 | Amt |
| Net Investment Income | $10,339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,446 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAJU VEGESNA FOUNDATION INDIA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Plot No 38 DNo 8-1-63/75 | AddressLine1Txt |
| City | Prasanthinagar Colony | CityNm |
| Province Or State | Visakhaptnam | ProvinceOrStateNm |
| Country | IN | CountryCd |
| Foreign Postal | 530 017 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant | CHARITABLE | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Results Of Verification | The Foundation did not make any grants to the Grantee in calendar year 2022 and therefore has no expenditure responsibility requirements. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLEARWATER K-1 | $63,724 | $63,724 |
| NB CROSSROADS K-1 | $65,237 | $65,237 |
| SUMMIT #656-292987 | $701,614 | $701,664 |
| SUMMIT #656-405366 | $819,599 | $793,092 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES | Desc |
| Amt | $5,490 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $15,013 | $15,013 |
| K-1: CLEARWATER - PD 2% | $542 | $542 |
| K-1: NB CROSSROAD -INV INT EXP | $25 | $25 |
| K-1: NB CROSSROAD - PD 2% | $3,221 | $3,221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1: CLEARWATER CAPITAL PTNRS III | $372 | $372 |
| K-1: NB CROSSROADS 2010 FUND | $1,183 | $1,183 |
| K-1: NB CROSSROADS 2010 FUND - 1231 GAIN | $42 | $42 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET ASSET ADJUSTMENTS | Desc |
| Amt | $67,261 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc |
|---|
| ACCOUNTING FEES PAYABLE |
| TAXES PAYABLE |
| OTHER PAYABLE |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDDHI VINAYAKA CULTURAL CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $400,006 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2013-01 | NoteDt |
| Interest | 0 | InterestRt |
| Loan Purpose | CHARITABLE | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $183 | Amt |
| Net Investment Income | $183 | NetInvestmentIncomeAmt |
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