MOTWANI JADEJA FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MOTWANI JADEJA FAMILY FOUNDATION (EIN 46-2186408)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-23
IRS object ID
202531439349100728
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-23T18:22:41-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN465555252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Build AdvisoryBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130700 Russell Ranch Rd Ste 250AddressLine1Txt
CityWestlake VillageCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91362ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462186408EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Motwani Jadeja Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Asha JadejaInCareOfNm
Business Name ControlMOTWBusinessNameControlTxt
Phone3022912530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116192 Coastal HighwayAddressLine1Txt
CityLewesCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHA JADEJAPersonNm
Person TitlePresidentPersonTitleTxt
Phone3022912530PhoneNum
Signature2025-05-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK HANCOCK CRTPPreparerPersonNm
PTINP00857085PTIN
Phone8056609263PhoneNum
Preparation2025-05-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,069,294FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$753,127ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$63DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,073,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,752,561GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,073,321CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,826,511TotalRevAndExpnssAmt
Total Net Invst Incm$1,073,384TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$11,065AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$406,932OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$331,417OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$16,643OccupancyRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$32,549TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$26,600TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,678OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$483,867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$358,017TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$622,048ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$622,048ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,105,915TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$980,065TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$720,596ExcessRevenueOverExpensesAmt
Net Investment Income$1,073,384NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$156,368CashBOYAmt
Cash EOY$1,026,748CashEOYAmt
Cash EOYFMV$1,026,748CashEOYFMVAmt
Sav And Temp Cash Invst BOY$78,266SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,794SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,794SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3AcctRcvblAmt
Acct Rcvbl BOY$5AcctRcvblBOYAmt
Acct Rcvbl EOY$3AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3AcctRcvblEOYFMVAmt
Corporate Stock BOY$1,035,505CorporateStockBOYAmt
Corporate Stock EOY$772,082CorporateStockEOYAmt
Corporate Stock EOYFMV$772,082CorporateStockEOYFMVAmt
Other Assets BOY$1,452,845OtherAssetsBOYAmt
Other Assets EOY$2,207,667OtherAssetsEOYAmt
Other Assets EOYFMV$2,207,667OtherAssetsEOYFMVAmt
Total Assets BOY$2,722,989TotalAssetsBOYAmt
Total Assets EOY$4,069,294TotalAssetsEOYAmt
Total Assets EOYFMV$4,069,294TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,722,989RetainedEarningBOYAmt
Retained Earning EOY$4,069,294RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,722,989TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,069,294TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,722,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,069,294TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,722,989TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$720,596ExcessRevenueOverExpensesAmt
Other Increases$679,240OtherIncreasesAmt
Subtotal$4,122,825SubtotalAmt
Other Decreases$53,531OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,069,294TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVarious - see attachedPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$1,752,561GrossSalesPriceAmt
Cost Or Other Basis$679,240CostOrOtherBasisAmt
Gain Or Loss$1,073,321GainOrLossAmt
Gains Minus Excess Or Losses$1,073,321GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,073,321CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,920InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,920SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,920TaxBasedOnInvestmentIncomeAmt
Tax Due$14,920TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressmotwanijadejafoundation.comWebsiteAddressTxt
Individual With BooksAsha JadejaIndividualWithBooksNm
Phone3022912530PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116192 Coastal HighwayAddressLine1Txt
CityLewesCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Asha Jadeja
16192 Coastal HighwayLewesDE19958President30.00$0$0$0
Naitra Jadeja
16192 Coastal HighwayLewesDE19958Vice President1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdService TypeServiceTypeTxtCompensationCompensationAmt
India Today
FC-8 SECTOR - 16AFilm CityNoidaIN201301Media$62,500
TV Today Network Ltd
F-26 1st Floor Connaught CircusNew DelhiDelhiIN110001Media$54,018

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Global India Dialogues - a dynamic platform that catalyzes collaborations among a diverse range of stakeholders in Indias growth journeyDescription1Txt
Expenses1$157,249Expenses1Amt
Description2India Today Conclave - held in New Delhi March 15-16 2024 is India most prominent global thought event seeking to promote an honest exchange of ideasDescription2Txt
Expenses2$62,500Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Climactic LP early-stage VC for global decarbonization and climate techDescription1Txt
Expenses1$283,587Expenses1Amt
Description2General Catalyst Group early-stage VC to transform global healthcare government and AIDescription2Txt
Expenses2$275,235Expenses2Amt
All Other Program Rltd Invst Tot$160,000AllOtherProgramRltdInvstTotAmt
Total$718,822TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$252,770AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,784AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,137,788FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,543,342TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,543,342AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,150CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,505,192NetVlNoncharitableAssetsAmt
Minimum Investment Return$125,260MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$125,260MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,920TaxBasedOnInvestmentIncomeAmt
Total Tax$14,920TotalTaxAmt
Distributable Before Adj$110,340DistributableBeforeAdjAmt
Distributable Before Ded$110,340DistributableBeforeDedAmt
Distributable As Adjusted$110,340DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$980,065ExpensesAndContributionsAmt
Program Related Invst Total$718,822ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,698,887QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$110,340DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,318,709ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$470,664ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$237,806ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$413,109ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$562,794ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,003,082TotalExcessDistributionCyovAmt
Qualifying Distributions$1,698,887QualifyingDistributionsAmt
Applied To Current Year$110,340AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,588,547RemainingDistriFromCorpusAmt
Total Corpus$5,591,629TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,318,709ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,272,920ExcessDistriCyovToNextYrAmt
Excess From Year4$470,664ExcessFromYear4Amt
Excess From Year3$237,806ExcessFromYear3Amt
Excess From Year2$413,109ExcessFromYear2Amt
Excess From Year1$562,794ExcessFromYear1Amt
Excess From Current Year$1,588,547ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAsha JadejaContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
TIE Silicon Valley
3975 Freedom DrSanta ClaraCA95054naPCCharitable operations$105,000
Hudson Institute
1201 Pennsylvania Avenue NW 400WashingtonDC20004naPCCharitable operations$75,000
Asia Society of Northern CA
155 Sansome St suite 580San FranciscoCA94104naPCCharitable operations$20,000
We Are All Human Fdtn
naPCCharitable operations$9,000240 CENTRE STREET 5HNew YorkIN629002
Munich Security Conference Fdtn
naPCEducational sponsorship$100,000Karolinenplatz 3MunchenGM80333Munchen
Aspen Institute
2300 N St NW Suite 700WashingtonDC20037naPCEducational sponsorship$21,933
Yash Bansal
naIRajeev Circle Scholarships 2024$150177 Ram Bagh ColonySuraj Kund RoadIN250001Meerut
Indologue Events and Ideas
naNCEducational sponsorship$5,000No48 145 Francois Martin StreetKurusukuppamIN605012Puducherry
Rajeshbhae Banushali
naIRajeev Circle Scholarships 2024$150201A Pancham Icon Vasna RoadVadodaraIN390007Gujarat
Indiaspora
3450 Sacramento STSan FranciscoCA94118naPCCharitable operations$10,000
World Woman Foundation
20046 Dampa LaneWinnetkaCA91306naPCCharitable operations$81,050
Atlantic Council of the US
1030 15th St NW 12th FLWashingtonDC20005naPCCharitable operations$115,000
Shivani Aggarawal
naIArt prize recipient$4004C Pocket ANew DelhiIN110025Sukhdev Vihar DD
Shilpa Bawane
naIArt prize recipient$400Vishal NigarPuneIN411027Maharashtra
Center for a New American Security
1152 15th Street NW 950WashingtonDC20005naPCCharitable operations$24,000
Hindu American Foundation
910 Seventeenth St NW Suite 315WashingtonDC20006naPCCharitable Operations$25,000
Indialogue Foundation
naPCLiterary festival$10,000SD-154 Sector 45NoidaIN201303Uttar Pradesh
Living Media India
naNCConference sponsorship$62,500F-26 First Floor Connaught PlaceNew DelhiIN110001Delhi
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$664,583TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,073,321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,073,384ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,073,384TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Motwani Jadeja GlobalBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypePrivate FoundationOrganizationTypeDesc
Relationship DescriptionCommon FounderPresidentRelationshipDescriptionTxt

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Motwani Jadeja Survivors Trust
11001 California St Ste 2100San FranciscoCA94111$10,000Yes (X)
Motwani Jadeja Survivors Trust
21001 California ST STE 2100San FranciscoCA94111$618,127Yes (X)Yes (X)
Motwani Jadeja Marital Trust
31001 California St Ste 2100San FranciscoCA94111$80,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPublicly traded securities - contributed throughout 2024NoncashPropertyDesc
Fair Market Value$618,127FairMarketValueAmt
Received2024-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and return prepCategoryTxt
Amt$11,065Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescAerobotics, FAO Rocketship Fund, Array VenturesDesc
Amt$160,000Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMarketable securitiesStockNm
EOY Book Value$772,082EOYBookValueAmt
EOYFMV$772,082EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Artwork$121,104$157,104$157,104
Fund investments$325,000$205,000$205,000
Program-related investments$1,006,741$1,845,563$1,845,563

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPrior period adjustmentDesc
Amt$53,531Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Advertising and marketing$49$0$0$0
Bank charges and fees$777$0$0$0
Insurance$5,994$0$0$0
Postage and shipping$0$0$0$0
Software subscriptions$9,286$0$0$0
Taxes and licenses$572$0$0$0
Miscellaneous$0$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNotaxable retun of stock basisDesc
Amt$679,240Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Management consulting$404,828$0$0$331,417
Website management$2,104$0$0$0

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