DESAI SETHI FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DESAI SETHI FOUNDATION INC (EIN 90-0820145)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349106281
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T20:48:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | 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 | 900820145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DESAI SETHI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESA | BusinessNameControlTxt |
| Phone | 6469745930 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 310850 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 332310850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BHARAT DESAI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6469745930 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BHARAT | PersonFirstNm |
| Person Last | DESAI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN A SAMARA EA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,238,798 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $749,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $749,000 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $749,000 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,271,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,271,606 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,271,606 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $293,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,816 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,314,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,314,422 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,020,606 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,181,658 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,181,658 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $163,870 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $163,870 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,133 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,133 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $518,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $214,554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $214,554 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $304,283 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,716 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,716 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $42,716 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $274,488 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $196,696 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $196,696 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,326 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,326 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $32,314 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $32,314 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $312,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $312,032 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,765,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $257,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $257,270 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,233,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,850,386 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,850,386 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,616,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $257,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $257,270 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,084,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $698,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,057,152 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,763,336 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $425,279 | CashBOYAmt |
| Cash EOY | $707,570 | CashEOYAmt |
| Cash EOYFMV | $707,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,831,080 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,116,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,116,862 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,590,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,339,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,339,010 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $23,009,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,058,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,058,567 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,568,358 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $761,569 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,540,206 | LandBOYAmt |
| Land EOY | $12,806,789 | LandEOYAmt |
| Land EOYFMV | $12,806,789 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,210,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,210,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $167,397,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,238,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,238,798 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,388 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $20,758 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,388 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,758 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $167,395,664 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $156,218,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $167,395,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $156,218,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $167,397,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,238,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $167,395,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $698,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $168,093,955 | SubtotalAmt |
| Other Decreases | $11,875,915 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $156,218,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $293,816 | GrossSalesPriceAmt |
| Gain Or Loss | $293,816 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $293,816 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,816 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70,294 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,294 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,294 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,023 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80,023 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $9,723 | OverpaymentAmt |
| Applied To ES Tax | $9,723 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DS ADVISORS LLC - PUJA PATKAR | IndividualWithBooksNm |
| Phone | 9172930556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BRICKELL AVENUE 10TH FL STE 39 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331313112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BHARAT DESAI | ||||||||
| PO BOX 310850 | MIAMI | FL | 332310850 | DIRECTOR, CHAIRMAN, PRESIDENT | 4.00 | $0 | $0 | $0 |
| NEERJA SETHI | ||||||||
| PO BOX 310850 | MIAMI | FL | 332310850 | DIRECTOR, VP, SECRETARY, TREASURER | 12.00 | $0 | $0 | $0 |
| SAAHILL DESAI | ||||||||
| PO BOX 310850 | MIAMI | FL | 332310850 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| PIA DESAI | ||||||||
| PO BOX 310850 | MIAMI | FL | 332310850 | DIRECTOR | 36.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA CLANCY | ||||||||
| PO BOX 310850 | MIAMI | FL | 33231 | CHIEF OPERATING OFFI | 40.00 | $225,000 | $5,513 | $0 |
| BICKY DAVID | ||||||||
| PO BOX 310850 | MIAMI | FL | 33232 | DIRECTOR OF PROGRAMS | 24.00 | $160,067 | $900 | $0 |
| ALISSA GINSBERG | ||||||||
| PO BOX 310850 | MIAMI | FL | 33233 | SAMVID YOUNG LEADERS | 40.00 | $99,444 | $2,321 | $0 |
| KORTNEY ONDAYKO | ||||||||
| PO BOX 310850 | MIAMI | FL | 33234 | SENIOR ASSOCIATE | 40.00 | $81,000 | $5,263 | $0 |
| ADAM VIEIRA | ||||||||
| PO BOX 310850 | MIAMI | FL | 33234 | SENIOR ASSOCIATE | 40.00 | $79,360 | $4,796 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE ASPEN INSTITUTE | |||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 200371122 | PROGRAMMATIC CONSULTANTS - SAMVID SCHOLARS | $217,500 |
| DS ADVISORS LLC | |||||
| 1111 BRICKELL AVENUE 10TH FL STE 39 | MIAMI | FL | 331313112 | INVESTMENT MANAGEMENT AND ADVISORY | $214,554 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SAMVID SCHOLARS: SAMVID SCHOLARS WAS ESTABLISHED TO INVEST IN THE GRADUATE EDUCATION OF FUTURE LEADERS WHO ARE COMMITTED TO EFFECTING POSITIVE CHANGE IN SOCIETY. THIS CROSS-DISCIPLINARY PROGRAM IS INTENDED TO REACH SOME OF THE MOST TALENTED YOUNG PEOPLE IN OUR COUNTRY AND PROVIDE THEM WITH ENHANCED LEADERSHIP TRAINING, A COMMUNITY OF LIKE-MINDED PROBLEM-SOLVERS FOCUSED ON IMPACT, AND FURTHER INSTILL IN THEM AN ORIENTATION TOWARD SERVICE. THIS PROGRAM INCLUDES A FINANCIAL COMPONENT TO COVER TUITION AND FEES FOR UP TO TWO YEARS OF GRADUATE SCHOOL, AS WELL AS SIGNIFICANT PROGRAMMING IN THE AREAS OF THOUGHT LEADERSHIP, SELF-KNOWELDGE, APPLIED SELF KNOWLEDGE AND SERVICE. | Description1Txt |
| Expenses1 | $2,435,145 | Expenses1Amt |
| Description2 | SAMVID YOUNG LEADERS (FORMERLY DSF SCHOLARS): SAMVID YOUNG LEADERS IS A PROGRAM THAT WORKS WITH UNDERSERVED, HIGH-ACHIEVING, COLLEGE-BOUND FEMALE STUDENTS IN DETROIT IN ORDER TO HELP THEM REALIZE IMPROVED ACADEMIC AND ECONOMIC OUTCOMES. IT IS A FOUR-YEAR PROGRAM THAT CONSISTS OF FINANCIAL LITERACY TRAINING, FUNDING, AND ACADEMIC/PERSONAL SUPPORT SERVICES THAT ARE DELIVERED THROUGHOUT THE FOUR YEARS. | Description2Txt |
| Expenses2 | $447,860 | Expenses2Amt |
| Description3 | DSF SOCIAL IMPACT FELLOWSHIP: DSF SOCIAL IMPACT FELLOWSHIP WAS ESTABLISHED TO PROVIDE FUNDING AND HIRE FELLOWS WHO WOULD THEN PROVIDE SUPPORT TO IN-NEED NONPROFITS, SMALL BUSINESSES, AND/OR GOVERNMENT ENTITIES BASED IN DETROIT, HAMTRAMCK OR HIGHLAND PARK, MI THAT MEET ELIGIBILITY CRITERIA. | Description3Txt |
| Expenses3 | $333,075 | Expenses3Amt |
| Description4 | SHAALA (DS): THIS PROGRAM WAS LAUNCHED IN 2021 WITH THE OBJECTIVE OF REALIZING BETTER ACADEMIC AND OTHER EDUCATIONAL OUTCOMES (AND TO STEM FURTHER COVID-RELATED LEARNING LOSS) BY PROVIDING TECHNOLOGY DIRECTLY TO STUDENTS IN THE FORM OF TABLETS. THE SCOPE OF THIS WORK IS 80 SCHOOLS IN RURAL INDIA. SCHOOLS WERE CAREFULLY SELECTED, IN CONJUNCTION WITH OUR PARTNER ON THE GROUND AMERICAN INDIA FOUNDATION, TO ENSURE COMMITMENT TO THE PROGRAM, AND HEADMASTERS AND TEACHERS WILL BE TRAINED IN HOW TO USE TABLETS TO TEACH STUDENTS MORE EFFECTIVELY FLIPPED CLASSROOMS AND ONLINE QUIZZES.) STUDENT CURRICULAR RESOURCES WILL BE CURATED TO ENSURE THAT ALL STUDENTS, BUT PARTICULARLY THOSE WHO FELL BEHIND THE MOST DURING COVID-RELATED SCHOOL CLOSURES, CAN MEET OR EXCEED GRADE LEVEL EXPECTATIONS. | Description4Txt |
| Expenses4 | $283,541 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECHSTARS LMI ECONOMIC MOBILITY ACCELERATOR POWERED BY SAMVID VENTURES (HEREINAFTER, THE "ECONOMIC MOBILITY ACCELERATOR PROGRAM") - THE PURPOSE OF THE ECONOMIC MOBILITY ACCELERATOR PROGRAM IS TO ACCELERATE TECHNICAL AND BUSINESS EXPERTISE IN THE AREA OF PRODUCTS AND SERVICES THAT ARE INTENDED TO IMPROVE THE ECONOMIC MOBILITY OF LOW-TO-MODERATE INCOME AMERICANS. | Description1Txt |
| Expenses1 | $1,210,000 | Expenses1Amt |
| Total | $1,210,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $75,528,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,707,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,235,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,235,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,208,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,027,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,251,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,084,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,210,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $28,151 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $5,322,524 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2013-03-27 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,763,336 | CurrentYearAmt |
| Year1 | $1,317,632 | Year1Amt |
| Year2 | $1,023,105 | Year2Amt |
| Year3 | $3,121,919 | Year3Amt |
| Total | $10,225,992 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,048,836 | CurrentYearAmt |
| Year1 | $1,119,987 | Year1Amt |
| Year2 | $869,639 | Year2Amt |
| Year3 | $2,653,631 | Year3Amt |
| Total | $8,692,093 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,322,524 | CurrentYearAmt |
| Year1 | $6,366,568 | Year1Amt |
| Year2 | $5,798,902 | Year2Amt |
| Year3 | $1,275,500 | Year3Amt |
| Total | $18,763,494 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,322,524 | CurrentYearAmt |
| Year1 | $6,366,568 | Year1Amt |
| Year2 | $5,798,902 | Year2Amt |
| Year3 | $1,275,500 | Year3Amt |
| Total | $18,763,494 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,834,244 | CurrentYearAmt |
| Year1 | $5,169,036 | Year1Amt |
| Year2 | $5,432,481 | Year2Amt |
| Year3 | $5,304,863 | Year3Amt |
| Total | $20,740,624 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BHARAT DESAI | ContributingManagerNm |
| Contributing Manager | NEERJA SETHI | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| GEMMA LENOWITZ | ||||||||
| 866 UNITED NATIONS PLAZA UNIT 555 | NEW YORK | NY | 100171855 | 6464809321 | GEMMA@SAMVID.VENTURES | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SOCIAL-ENTERPRISE/ REGARDING THE APPLICATION PROCESS. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SOCIAL-ENTERPRISE/ REGARDING SUBMISSION DEADLINES. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SOCIAL-ENTERPRISE/ REGARDING RESTICTIONS AND LIMITATIONS ON AWARDS. |
| DANIELLE HAYMAN | ||||||||
| 866 UNITED NATIONS PLAZA UNIT 555 | NEW YORK | NY | 100171855 | 6464809321 | DANIELLE@SAMVID.VENTURES | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SAMVID-SCHOLARS/ REGARDING THE APPLICATION PROCESS. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SAMVID-SCHOLARS/ REGARDING SUBMISSION DEADLINES. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SAMVID-SCHOLARS/ REGARDING RESTICTIONS AND LIMITATIONS ON AWARDS. |
| LAURA CLANCY | ||||||||
| 866 UNITED NATIONS PLAZA UNIT 555 | NEW YORK | NY | 100171855 | 6464809321 | LAURA@SAMVID.VENTURES | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/DEEP-SHAALA/ REGARDING THE APPLICATION PROCESS. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/DEEP-SHAALA/ REGARDING SUBMISSION DEADLINES,. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/DEEP-SHAALA/ REGARDING RESTICTIONS AND LIMITATIONS ON AWARDS. |
| ELIZABETH BRODIE DAVID | ||||||||
| 866 UNITED NATIONS PLAZA UNIT 555 | NEW YORK | NY | 100171855 | 6464809321 | SAMVIDYOUNGLEADERS@SAMVID.VENTURES | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SAMVID-YOUNG-LEADERS/ REGARDING THE APPLICATION PROCESS. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SAMVID-YOUNG-LEADERS/ REGARDING SUBMISSION DEADLINES. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SAMVID-YOUNG-LEADERS/ REGARDING RESTICTIONS AND LIMITATIONS ON AWARDS. |
| LAURA CLANCY | ||||||||
| 866 UNITED NATIONS PLAZA UNIT 555 | NEW YORK | NY | 100171855 | 6464809321 | LAURA@SAMVID.VENTURES | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SOCIAL-IMPACT-FELLOWSHIP/ REGARDING THE APPLICATION PROCESS. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SOCIAL-IMPACT-FELLOWSHIP/ REGARDING SUBMISSION DEADLINES. | PLEASE VISIT HTTPS://WWW.SAMVID.VENTURES/SOCIAL-IMPACT-FELLOWSHIP/ REGARDING RESTICTIONS AND LIMITATIONS ON AWARDS. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAYLOR COLLEGE OF MEDICINE MANOHAR | ||||||||
| 1 BAYLOR PLAZA | HUSTON | TX | 77030 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $33,197 | |
| BERKELEY LAW ITF DESILVA JUSTINE | ||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | LAW BUILDING |
| COLUMBIA LAW SCHOOL ITF LUNN BENNET | ||||||||
| 435 W 116TH STREET | NEW YORK | NY | 10027 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| HARVARD BUSINESS SCHOOL ITF BERVELL | ||||||||
| 114 WESTERN AVENUE | BOSTON | MA | 02134 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| HARVARD LAW SCHOOL ITF KOENIG THOMA | ||||||||
| 1585 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF BAKER NA | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF BAKSHI C | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF CHENG DE | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $13,984 | |
| HARVARD MEDICAL SCHOOL ITF DESAI IS | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $37,537 | |
| HARVARD MEDICAL SCHOOL ITF GIMMEN M | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $5,127 | |
| HARVARD MEDICAL SCHOOL ITF GONZALEZ | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $8,248 | |
| HARVARD MEDICAL SCHOOL ITF LOGENDRA | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF RAJAGOPA | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF RAMESH T | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF SANDHU S | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF SINGH IS | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF STRAND E | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| HARVARD MEDICAL SCHOOL ITF TRIPATHI | ||||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINES | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINES | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINES | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINES | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| STANFORD GRADUATE SCHOOL OF BUSINES | ||||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| STANFORD UNIVERSITY SCHOOL OF MEDIC | ||||||||
| 291 CAMPUS DRIVE LI KA SHING | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | BUILDING |
| STANFORD UNIVERSITY ITF ZEHR BENJAM | ||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $49,731 | |
| THE UNIVERSITY OF CHICAGO ITF SIU E | ||||||||
| 5801 S ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $42,444 | |
| UNIVERSITY OF CALIFORNIA SCHOOL OF | ||||||||
| 533 PARNASSUS AVENUE | SAN FRANCISCO | CA | 94143 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $19,086 | |
| UNIVERSITY OF CALIFORNIA IFT WINKLE | ||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $24,282 | |
| YALE LAW SCHOOL ITF DE LOS SANTOS O | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| YALE LAW SCHOOL ITF FOX ASHLEE | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $25,000 | |
| YALE LAW SCHOOL ITF GEISMAR NATALIE | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| YALE LAW SCHOOL ITF GONZALEZ JACOB | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $75,000 | |
| YALE LAW SCHOOL ITF RABINOVICH DEBO | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $50,000 | |
| YALE LAW SCHOOL ITF YANG BRIANNA | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $75,000 | |
| YALE LAW SCHOOL ITF YANG KEVIN | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $50,000 | |
| YALE SCHOOL OF MEDICINE ITF RICHMON | ||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 2 | $25,000 | |
| YALE SCHOOL OF MEDICINE ITF SHAH NI | ||||||||
| 333 CEDAR STREET | NEW HAVEN | CT | 06510 | NONE | I | SCHOLARSHIP - SAMVID SCHOLARS PROGRAM - COHORT 1 | $100,000 | |
| ADDROW VIVICA | ||||||||
| 14658 RUTLAND STREET | DETROIT | MI | 48227 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $5,500 | |
| AKHTER SHANJIDA | ||||||||
| 3059 CANIFF STREET | HAMTRAMCK | MI | 48212 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $5,500 | |
| AKTER MUSAMMAT | ||||||||
| 5030 GARVIN STREET | DETROIT | MI | 48212 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $5,500 | |
| BERNARDINO MICHELLE | ||||||||
| 3132 LIVERNOIS AVENUE | DETROIT | MI | 48210 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| CHOWDHURY AYSHA | ||||||||
| 12927 RAY DRIVE | WARREN | MI | 48088 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $6,250 | |
| DEL ROSARIO SANCHEZ MARIA | ||||||||
| 7024 LEXINGTON STREET | DETROIT | MI | 48209 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| EVA SANJIDA | ||||||||
| 212 E WILLIAM STREET | ANN ARBOR | MI | 48104 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| FOSTER KENDALL | ||||||||
| 8822 MARSEILLES STREET | DETROIT | MI | 48224 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| GETER-ADAMS JOURDAN | ||||||||
| 6034 WARWICK STREET | DETROIT | MI | 48228 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $5,500 | |
| GONZALEZ ANADELIA | ||||||||
| 701 E UNIVERSITY | ANN ARBOR | MI | 48109 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| KILLAWI RAZAAN | ||||||||
| 4051 DOROTHY STREET | DETROIT | MI | 48211 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| KILLAWI REEM | ||||||||
| 4051 DOROTHY STREET | DETROIT | MI | 48211 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| KNOTT DANIELLE | ||||||||
| 15910 ROBSON STREET | DETROIT | MI | 48227 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $5,500 | |
| LUGO-RIVERA SOLELY | ||||||||
| 1278 WHEELOCK STREET | DETROIT | MI | 48209 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $5,500 | |
| LUNA OLGA | ||||||||
| 536 SOUTH FOREST AVENUE | ANN ARBOR | MI | 48104 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| MILES ANAYA | ||||||||
| 18460 MENDOTA STREET | DETROIT | MI | 48221 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| MORALES LIZBETH | ||||||||
| 2364 SPRINGWELLS STREET | DETROIT | MI | 48209 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| PARRIS ROCHELLE | ||||||||
| 1300 E ANN STREET | ANN ARBOR | MI | 48235 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| PATTERSON PRIYA | ||||||||
| 200 W SAGINAW STREET | EAST LANSING | MI | 48823 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| RIVERS KARIS | ||||||||
| 19429 WOODSTON ROAD | DETROIT | MI | 48203 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| SHINES ADRIA | ||||||||
| 18736 FAUST AVENUE | DETROIT | MI | 48219 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| VILLAREAL JAMILET | ||||||||
| 4642 CHRISTIANCY STREET | DETROIT | MI | 48209 | NONE | I | AWARD FOR FINANCIAL SUPPORT - SAMVID YOUNG LEADERS PROGRAM | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,850,386 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $749,000 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,271,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $293,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,314,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,314,422 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $24,133 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,133 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES CAPITAL CORP (ARCC) 1,010,550.000 SHARES | $18,664,859 | $18,664,859 |
| GOLUB CAPITAL BDC INC (GBDC) 475,700.000 SHARES | $6,260,212 | $6,260,212 |
| HERCULES CAPITAL INC (HTGC) 402,450.000 SHARES | $5,320,389 | $5,320,389 |
| OWL ROCK CAP CORP (ORCC) 441,000.000 SHARES | $5,093,550 | $5,093,550 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLUB CAPITAL BDC 3, INC. 45,332.438 SHARES | FMV | $10,716,373 | $10,716,373 |
| SPDR S&P 500 ETF TR (SPY) 21,200.000 SHARES | FMV | $8,107,516 | $8,107,516 |
| VANGUARD EXTD MKT ETF (VXF) 33,350.000 SHARES | FMV | $4,430,881 | $4,430,881 |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF (VXUS) 433,400.000 SHARES | FMV | $22,415,448 | $22,415,448 |
| VANGUARD TOTAL STOCK MKT ETF (VTI) 117,100.000 SHARES | FMV | $22,388,349 | $22,388,349 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS AND BUILDING IMPROVEMENTS | $13,293,759 | $639,392 | $12,654,367 | $12,654,367 |
| LAND IMPROVEMENTS | $10,800 | $1,800 | $9,000 | $9,000 |
| COMPUTERS AND EQUIPMENT | $67,654 | $40,473 | $27,181 | $27,181 |
| FURNITURE AND FIXTURES | $196,145 | $79,904 | $116,241 | $116,241 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $9,675 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,210,000 | EOYBookValueAmt |
| EOYFMV | $1,210,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED DEPRECIATION ON INVESTMENTS | $11,388,834 |
| PRIOR YEARS UNRECORDED DEPRECIATION ON FIXED ASSETS | $487,081 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $1,164 | $0 | $0 | $1,164 |
| DUES AND SUBSCRIPTIONS | $12,957 | $0 | $0 | $12,957 |
| FILING FEES AND LICENSES | $1,521 | $0 | $0 | $1,521 |
| INSURANCE EXPENSE | $19,558 | $0 | $0 | $19,558 |
| MISCELLANEOUS EXPENSES | $8,931 | $0 | $0 | $8,931 |
| OFFICE EQUIPMENT | $16,213 | $0 | $0 | $16,213 |
| OFFICE SUPPLIES AND EXPENSES | $45,002 | $0 | $0 | $45,002 |
| OTHER PAYROLL EXPENSES | $17,029 | $0 | $0 | $17,029 |
| OTHER PROGRAMMATIC EXPENSES - SAMVID SCHOLARS | $186,530 | $0 | $0 | $186,530 |
| OTHER PROGRAMMATIC EXPENSES - SAMVID YOUNG LEADERS | $2,087 | $0 | $0 | $2,087 |
| OTHER PROGRAMMATIC EXPENSES - DEEP SHAALA | $89 | $0 | $0 | $89 |
| OTHER PROGRAMMATIC EXPENSES - MISCELLANEOUS | $951 | $0 | $0 | $951 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT AND ADVISORY | $214,554 | $214,554 | $214,554 | $0 |
| PROGRAMMATIC CONSULTANTS - DEEP SHAALA | $8,928 | $0 | $0 | $8,928 |
| PROGRAMMATIC CONSULTANTS - COMMUNITY RESILIENCE | $400 | $0 | $0 | $400 |
| PROGRAMMATIC CONSULTANTS - SAMVID SCHOLARS | $231,955 | $0 | $0 | $231,955 |
| SELECTION COMMITTEE HONORARIUM - SAMVID SCHOLARS | $45,000 | $0 | $0 | $45,000 |
| EXTERNAL READERS HONORARIUM - SAMVID SCHOLARS | $13,500 | $0 | $0 | $13,500 |
| SELECTION COMMITTEE HONORARIUM - SAMVID YOUNG LEADERS | $4,500 | $0 | $0 | $4,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $42,716 | Amt |
| Net Investment Income | $42,716 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,716 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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