PRANAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PRANAN FOUNDATION INC (EIN 82-3201792)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349101963
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:07:02-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871526788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMAN & RUSENKO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 PEACHTREE ROAD NE SUITE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | 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 | 823201792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PRANAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAN | BusinessNameControlTxt |
| Phone | 6786400143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 WILDERBLUFF COURT | AddressLine1Txt |
| City | SANDY SPRINGS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIKAS VERMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6786400143 | 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 | VIKAS | PersonFirstNm |
| Person Last | VERMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J GREEN | PreparerPersonNm |
| PTIN | P00153816 | PTIN |
| Phone | 4042622181 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $4,138,656 | 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 | $443,333 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,195 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$327,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,130,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,940 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,940 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $579 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,358,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,277,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,277,041 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,642,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,061,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,135,752 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $686,239 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $665,919 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $75,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,733 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,211 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,211 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,077,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,101,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,138,656 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,264 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,264 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,264 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,070,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,095,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,070,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,095,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,077,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,101,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,070,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,095,231 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,095,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 964 SHS DARLING INGREDIENTS INC, | P | 2022-03-24 | 2022-12-05 | $59,055 | $75,024 | -$15,969 | -$15,969 |
| 100000 FV DUPONT DE NEMOURS INC NOTE 4.20500% | P | 2022-05-24 | 2022-11-18 | $100,000 | $101,248 | -$1,248 | -$1,248 |
| 98 SHS. META PLATFORMS INC | P | 2021-04-05 | 2022-02-07 | $22,409 | $30,236 | -$7,827 | -$7,827 |
| 98 SHS. META PLATFORMS INC | P | 2021-04-22 | 2022-02-07 | $22,410 | $29,375 | -$6,965 | -$6,965 |
| 45 SHS. META PLATFORMS INC | P | 2021-06-18 | 2022-02-07 | $10,290 | $14,891 | -$4,601 | -$4,601 |
| 121 SHS PAYPAL HLDGS INC COM, | P | 2021-04-05 | 2022-02-04 | $15,308 | $29,971 | -$14,663 | -$14,663 |
| 121 SHS PAYPAL HLDGS INC COM, | P | 2021-04-22 | 2022-02-04 | $15,308 | $32,007 | -$16,699 | -$16,699 |
| 55 SHS PAYPAL HLDGS INC COM, | P | 2021-06-18 | 2022-02-04 | $6,958 | $15,140 | -$8,182 | -$8,182 |
| 380 SHS. PULTE GROUP INC COM | P | 2021-06-18 | 2022-06-17 | $13,714 | $20,631 | -$6,917 | -$6,917 |
| 992 SHS SCHWAB CHARLES CORP | P | 2021-10-15 | 2022-06-17 | $60,124 | $80,089 | -$19,965 | -$19,965 |
| 155 SHS SKYWORKS SOLUTIONS INC, | P | 2021-06-18 | 2022-06-14 | $13,965 | $26,036 | -$12,071 | -$12,071 |
| 110 SHS. WORKDAY INC | P | 2021-06-18 | 2022-06-17 | $15,369 | $25,786 | -$10,417 | -$10,417 |
| 374 SHS ADVANCED MICRO DEVICES INC, | P | 2021-04-05 | 2022-11-11 | $26,522 | $30,144 | -$3,622 | -$3,622 |
| 374 SHS ADVANCED MICRO DEVICES INC, | P | 2021-04-22 | 2022-11-11 | $26,522 | $30,014 | -$3,492 | -$3,492 |
| 200 SHS ADVANCED MICRO DEVICES INC, | P | 2021-06-18 | 2022-11-11 | $14,183 | $16,884 | -$2,701 | -$2,701 |
| 213 SHS APPLIED MATERIALS INC | P | 2021-04-05 | 2022-11-07 | $19,747 | $30,499 | -$10,752 | -$10,752 |
| 213 SHS APPLIED MATERIALS INC | P | 2021-04-22 | 2022-11-07 | $19,747 | $28,309 | -$8,562 | -$8,562 |
| 180 SHS APPLIED MATERIALS INC | P | 2021-06-18 | 2022-11-07 | $16,687 | $23,559 | -$6,872 | -$6,872 |
| 116 SHS BOEING CO | P | 2021-04-05 | 2022-07-18 | $17,745 | $30,055 | -$12,310 | -$12,310 |
| 116 SHS BOEING CO | P | 2021-04-22 | 2022-07-18 | $17,745 | $27,634 | -$9,889 | -$9,889 |
| 111 SHS BOEING CO | P | 2021-06-18 | 2022-07-18 | $16,980 | $26,294 | -$9,314 | -$9,314 |
| 244 SHS CARMAX INC, | P | 2021-04-05 | 2022-11-07 | $15,170 | $30,373 | -$15,203 | -$15,203 |
| 244 SHS CARMAX INC, | P | 2021-04-22 | 2022-11-07 | $15,170 | $31,668 | -$16,498 | -$16,498 |
| 215 SHS CARMAX INC, | P | 2021-06-18 | 2022-11-07 | $13,367 | $24,595 | -$11,228 | -$11,228 |
| 355 SHS CONSTELLATION BRANDS INC | P | 2022-07-26 | $85,766 | $82,605 | $3,161 | $3,161 | |
| 332 SHS. IQVIA HLDGS INC | P | 2022-07-18 | $72,310 | $71,545 | $765 | $765 | |
| 241 SHS. MARTIN MARIETTA MATERIALS INC | P | 2022-07-19 | $77,728 | $82,405 | -$4,677 | -$4,677 | |
| 455 SHS. NASDAQ INC | P | 2022-07-19 | $71,954 | $72,199 | -$245 | -$245 | |
| 1132 SHS. PULTE GROUP INC | P | 2022-06-17 | $40,855 | $60,251 | -$19,396 | -$19,396 | |
| 320 SHS SKYWORKS SOLUTIONS INC, | P | 2022-06-17 | $28,830 | $60,232 | -$31,402 | -$31,402 | |
| 1443 SHS VERIZON COMMUNICATIONS INC, | P | 2022-08-10 | $64,645 | $82,854 | -$18,209 | -$18,209 | |
| 1822 SHS. WELLS FARGO CO | P | 2022-08-10 | $81,213 | $75,631 | $5,582 | $5,582 | |
| 236 SHS. WORKDAY INC | P | 2022-06-17 | $32,973 | $60,096 | -$27,123 | -$27,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$327,511 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $908 | OverpaymentAmt |
| Applied To ES Tax | $908 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | VIKAS VERMA | IndividualWithBooksNm |
| Phone | 6786400143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 WILDERBLUFF COURT | AddressLine1Txt |
| City | SANDY SPRINGS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| VIKAS VERMA | ||||||||
| 115 WILDERBLUFF COURT | SANDY SPRINGS | GA | 30328 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ACHALA VERMA | ||||||||
| 115 WILDERBLUFF COURT | SANDY SPRINGS | GA | 30328 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RITU V GORDON | ||||||||
| 115 WILDERBLUFF COURT | SANDY SPRINGS | GA | 30328 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PRIYANKA VERMA | ||||||||
| 115 WILDERBLUFF COURT | SANDY SPRINGS | GA | 30328 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,796,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,167,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,963,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,963,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,904,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $589 | TotalTaxAmt |
| Distributable Before Adj | $194,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,181 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,891 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,891 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $118,324 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA CHILDREN'S SHELTER | |||||||
| 607 PEACHTREE ST NE | ATLANTA | GA | 30308 | N/A | PUBLIC | SUPPORT FOR POSTIVE IMPACT IN ATLANTA | $9,000 |
| ATLANTA MUSIC PROJECT | |||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | N/A | PUBLIC | SUPPORT FOR CURRENT PROJECTS | $9,000 |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC | GENERAL FUNDING | $5,000 |
| BONNIE YOUTH CLUB | |||||||
| 1221 CHURCH AVE | BROOKLY | NY | 11218 | N/A | PUBLIC | GENERAL FUNDING TO SUPPORT YOUTH PROJECTS | $9,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | N/A | PUBLIC | SUPPORT FOR RESEARCH | $5,000 |
| COLLEGE GOLF FELLOWSHIP | |||||||
| 5098 FOOTHILLS BLVD | ROSEVILLE | CA | 95747 | N/A | PUBLIC | GENERAL FUNDING | $1,000 |
| EXCELLENCE FOUNDATION OF ATLANTA | |||||||
| 270 PEACHTREE ST NW | ATLANTA | GA | 30303 | N/A | PUBLIC | GENERAL FUNDING | $5,000 |
| GIACC | |||||||
| 7742 SPALDING DR SUITE 209 | NORCROSS | GA | 30092 | N/A | PUBLIC | GENERAL FUNDING | $2,500 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | N/A | PUBLIC | SUPPORT GLOBAL IMPACT | $2,000 |
| IACA SCHOLARSHIP FUND | |||||||
| 1281 COOPER LAKE RD SE | SMYRNA | GA | 30082 | N/A | PUBLIC | GENERAL FUNDING | $10,000 |
| INTOWN COLLABORATIVE MINISTRIES | |||||||
| 1026 PONCE DE LEON AVE | ATLANTA | GA | 30306 | N/A | PUBLIC | GENERAL FUNDING | $9,000 |
| MAXIMUS JANTON FOUNDATION | |||||||
| 5375 AZALEA CREST LANE | SUGAR HILL | GA | 30518 | N/A | PUBLIC | FRIENDS FORE MAX JANTON GOLF CLASSIC | $650 |
| MOREHOUSE COLLEGE | |||||||
| 830 WESTVIEW DR SW | ATLANTA | GA | 30314 | N/A | PUBLIC | SUPPORT THE MISSION OF THE ORGANIZATION | $1,000 |
| NAMC | |||||||
| 6161 RED MAPLE RD | ATLANTA | GA | 30349 | N/A | PUBLIC | GENERAL FUNDING TO FURTHER MISSION | $10,000 |
| NOVA UKRAINE | |||||||
| 3277 S WHITE RD | SAN JOSE | CA | 95148 | N/A | PUBLIC | GENERAL FUNDING TO BRING AWARENESS | $5,000 |
| OPEN HAND | |||||||
| 181 ARMOUR DR NE | ATLANTA | GA | 30324 | N/A | PUBLIC | SUPPORT THE MISSION OF THE ORGANIZATION | $9,000 |
| OVARIAN CANCER RESEARCH ALLIANCE | |||||||
| 14 PENNSYLVANIA PLAZA | NEW YORK | NY | 10122 | N/A | PUBLIC | FUNDING FOR RESEARCH | $5,000 |
| PROMISE OF JUSTICE | |||||||
| 636 BARONNE ST | NEW ORLEANS | LA | 70113 | N/A | PUBLIC | GENERAL FUNDING | $2,500 |
| RAKSHA | |||||||
| PO BOX 12337 | ATLANTA | GA | 30355 | N/A | PUBLIC | STRONGER AND HEALTHER SOUTH ASIAN COMMUNITIES | $5,000 |
| RONALD MCDONALD HOUSE - ATLANTA | |||||||
| 795 GATEWOOD RD NE | ATLANTA | GA | 30329 | N/A | PUBLIC | GENERAL SUPPORT FOR ATLANTA | $4,000 |
| SENIOR CITIZEN PROGRAM | |||||||
| 4059 KESWICK DR | ATLANTA | GA | 30339 | N/A | PUBLIC | SUPPORT FOR EVENT FOR PMCARES FOR COVID VICTIMS | $5,000 |
| ST JUDE | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC | ANN TAYLOR/CANCER RESEARCH | $4,000 |
| THE 410 BRIDGE | |||||||
| 3955 MARCONI DR | ALPHARETTA | GA | 30005 | N/A | PUBLIC | GENERAL FUNDING GENERAL FUNDS TO FURTHER THE ORGANIZATION'S MISSION | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PUBLIC | GENERAL FUNDING | $5,000 |
| USGA FOUNDATION | |||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | N/A | PUBLIC | GENERAL FUNDING | $2,500 |
| WOUNDED WARRIOR | |||||||
| 1349 W PEACHTREE ST NE SUITE 1800 | ATLANTA | GA | 30309 | N/A | PUBLIC | GENERAL FUNDING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,150 | 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 | $3,128 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$327,511 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$272,188 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$272,188 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VERMA FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 HAMMOND DR | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $443,333 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $686,239 | EOYBookValueAmt |
| EOYFMV | $665,919 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES - FIDELITIY 5566 | StockNm |
| EOY Book Value | $2,061,028 | EOYBookValueAmt |
| EOYFMV | $2,135,752 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED PRODUCTS - VANGUARD SMALL CAP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $75,976 | BookValueAmt |
| EOYFMV | $58,733 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PURCHASE INTEREST | Desc |
| EOY Book Value | $1,211 | EOYBookValueAmt |
| EOYFMV | $1,211 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $31 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO VRP/VERMA | Desc |
| BOY Book Value | $6,264 | BOYBookValueAmt |
| EOY Book Value | $6,264 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $12,940 | Amt |
| Net Investment Income | $12,940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $579 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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