RUPA AND BHARAT B BHATT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUPA AND BHARAT B BHATT FOUNDATION (EIN 20-1684464)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202531969349100513
- Schema version
- 2023v6.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-15T09:56:53-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201684464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUPA AND BHARAT B BHATT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUPA | BusinessNameControlTxt |
| Phone | 7038355847 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13160 MARSH LANDING | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187531 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BHARAT B BHATT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7038355847 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | NICHOLAS JENNINGS | PreparerPersonNm |
| PTIN | P01383672 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,320,571 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $32,752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,080 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,820 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,879 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,742 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,026 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,963 | CashBOYAmt |
| Cash EOY | $127,574 | CashEOYAmt |
| Cash EOYFMV | $127,890 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,840 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,834 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $96,238 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,811,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,867,658 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,165,847 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,091,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,022,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,320,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,091,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,022,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,091,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,022,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,091,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,022,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,091,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,022,188 | SubtotalAmt |
| Other Decreases | $116 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,022,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| RESMED INC. (RMD) | P | 2021-12-06 | 2023-09-14 | $3,531 | $6,224 | -$2,693 | -$2,693 |
| ADR PERNOD RICARD S.A. (PRNDY) | P | 2021-12-06 | 2023-09-29 | $2,951 | $4,181 | -$1,230 | -$1,230 |
| ADR PERNOD RICARD S.A. (PRNDY) | P | 2021-12-06 | 2023-10-02 | $2,315 | $3,326 | -$1,011 | -$1,011 |
| ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. (ASMIY) | P | 2022-04-21 | 2023-10-20 | $381 | $349 | $32 | $32 |
| ADR ASML HLDG NV NY REG 2012 (ASML) | P | 2021-12-06 | 2023-10-20 | $1,166 | $1,520 | -$354 | -$354 |
| ADR SCHNEIDER ELECTRIC SE (SBGSY) | P | 2022-04-01 | 2023-11-07 | $4,280 | $4,576 | -$296 | -$296 |
| ADR LONZA GROUP AG (LZAGY) | P | 2021-12-06 | 2023-11-09 | $2,847 | $5,811 | -$2,964 | -$2,964 |
| ADR SIKA AG (SXYAY) | P | 2021-12-06 | 2023-11-10 | $2,708 | $4,333 | -$1,625 | -$1,625 |
| METTLER-TOLEDO INTL INC. (MTD) | P | 2021-12-06 | 2023-11-21 | $2,173 | $3,097 | -$924 | -$924 |
| METTLER-TOLEDO INTL INC. (MTD) | P | 2021-12-06 | 2023-11-22 | $2,187 | $3,097 | -$910 | -$910 |
| ADR DSV A/S (DSDVY) | P | 2021-12-06 | 2023-12-12 | $4,760 | $6,354 | -$1,594 | -$1,594 |
| ADR DSV A/S (DSDVY) | P | 2023-03-24 | 2023-12-12 | $2,226 | $2,675 | -$449 | -$449 |
| ADR SIKA AG (SXYAY) | P | 2021-12-06 | 2023-12-12 | $4,054 | $5,685 | -$1,631 | -$1,631 |
| CANADIAN PAC KANS CITY LTD (CP) | P | 2021-12-06 | 2023-12-26 | $318 | $287 | $31 | $31 |
| ATLASSIAN CORP (TEAM) | P | 2021-12-06 | 2023-12-26 | $489 | $705 | -$216 | -$216 |
| MERCADOLIBRE INC. (MELI) | P | 2023-11-30 | 2024-02-09 | $3,496 | $3,217 | $279 | $279 |
| NESTLE S.A. ADR (NSRGY) | P | 2021-12-06 | 2024-02-14 | $7,320 | $8,815 | -$1,495 | -$1,495 |
| ARCH CAPITAL GROUP LTD (ACGL) | P | 2023-07-21 | 2024-03-01 | $262 | $247 | $15 | $15 |
| ACCENTURE PLC (ACN) | P | 2021-12-06 | 2024-03-01 | $381 | $365 | $16 | $16 |
| FERGUSON ENTERPRISES INC. (FERG) | P | 2022-03-14 | 2024-03-01 | $214 | $152 | $62 | $62 |
| ADR ICICI BANK LTD (IBN) | P | 2022-12-06 | 2024-03-01 | $1,058 | $903 | $155 | $155 |
| ADR NOVO-NORDISK AS (NVO) | P | 2022-04-12 | 2024-03-01 | $744 | $352 | $392 | $392 |
| FERRARI NV (RACE) | P | 2021-12-06 | 2024-03-01 | $426 | $261 | $165 | $165 |
| ADR ADYEN NV (ADYEY) | P | 2021-12-06 | 2024-03-20 | $3,205 | $5,279 | -$2,074 | -$2,074 |
| ACCENTURE PLC (ACN) | P | 2021-12-06 | 2024-04-05 | $2,318 | $2,552 | -$234 | -$234 |
| ADR ASML HLDG NV NY REG 2012 (ASML) | P | 2021-12-06 | 2024-04-05 | $3,905 | $3,040 | $865 | $865 |
| ADR ATLAS COPCO CLASS A (ATLKAY) | P | 2021-12-06 | 2024-04-18 | $6,587 | $6,365 | $222 | $222 |
| ADR ADVANTEST CORP. (ATEYY) | P | 2023-07-20 | 2024-04-22 | $6,675 | $7,365 | -$690 | -$690 |
| ACCENTURE PLC (ACN) | P | 2023-09-26 | 2024-05-03 | $2,118 | $2,178 | -$60 | -$60 |
| ACCENTURE PLC (ACN) | P | 2021-12-06 | 2024-05-03 | $3,934 | $4,739 | -$805 | -$805 |
| UBS GROUP AG (UBS) | P | 2021-12-06 | 2024-05-06 | $78 | $78 | $78 | |
| EXPERIAN PLC (EXPGY) | P | 2021-12-06 | 2024-05-10 | $432 | $471 | -$39 | -$39 |
| AON PLC (AON) | P | 2022-03-21 | 2024-05-30 | $1,944 | $2,245 | -$301 | -$301 |
| CANADIAN PAC KANS CITY LTD (CP) | P | 2021-12-06 | 2024-05-30 | $2,628 | $2,439 | $189 | $189 |
| MERCADOLIBRE INC. (MELI) | P | 2023-09-14 | 2024-06-07 | $1,610 | $1,378 | $232 | $232 |
| FERRARI NV (RACE) | P | 2021-12-06 | 2024-06-07 | $1,661 | $1,044 | $617 | $617 |
| ADR EVOLUTION (EVVTY) | P | 2022-01-14 | 2024-06-27 | $2,729 | $3,684 | -$955 | -$955 |
| ADR EVOLUTION (EVVTY) | P | 2021-12-06 | 2024-06-27 | $4,618 | $4,519 | $99 | $99 |
| ADR EVOLUTION (EVVTY) | P | 2022-01-13 | 2024-06-27 | $420 | $552 | -$132 | -$132 |
| THOMSON REUTERS CORP. (TRI) | P | 2022-12-28 | 2024-07-17 | $983 | $680 | $303 | $303 |
| THOMSON REUTERS CORP. (TRI) | P | 2022-12-27 | 2024-07-17 | $2,948 | $2,044 | $904 | $904 |
| THOMSON REUTERS CORP. (TRI) | P | 2022-12-28 | 2024-07-18 | $815 | $566 | $249 | $249 |
| THOMSON REUTERS CORP. (TRI) | P | 2022-12-23 | 2024-07-18 | $1,466 | $1,018 | $448 | $448 |
| THOMSON REUTERS CORP. (TRI) | P | 2022-12-23 | 2024-07-19 | $1,466 | $1,018 | $448 | $448 |
| ADR BAE SYS PLC (BAESY) | P | 2023-05-01 | 2024-07-29 | $66 | $52 | $14 | $14 |
| ADR BAE SYS PLC (BAESY) | P | 2023-04-28 | 2024-07-29 | $2,560 | $2,018 | $542 | $542 |
| ADR ASML HLDG NV NY REG 2012 (ASML) | P | 2021-12-06 | 2024-07-30 | $888 | $760 | $128 | $128 |
| ADR LVMH MOET HENNESSY LOUIS VUITTON SA (LVMUY) | P | 2021-12-06 | 2024-08-01 | $7,053 | $8,006 | -$953 | -$953 |
| ATLASSIAN CORP (TEAM) | P | 2021-12-06 | 2024-08-13 | $2,293 | $5,642 | -$3,349 | -$3,349 |
| ATLASSIAN CORP (TEAM) | P | 2022-08-12 | 2024-08-14 | $718 | $1,392 | -$674 | -$674 |
| ATLASSIAN CORP (TEAM) | P | 2021-12-06 | 2024-08-14 | $287 | $705 | -$418 | -$418 |
| BRITISH POUND STERLING (GBP) | P | 2023-08-31 | 2023-09-08 | $25,307 | $25,692 | -$385 | -$385 |
| BRITISH POUND STERLING (GBP) | P | 2023-11-30 | 2023-12-06 | $25,546 | $25,667 | -$121 | -$121 |
| BRITISH POUND STERLING (GBP) | P | 2024-02-28 | 2024-03-05 | $25,597 | $25,647 | -$50 | -$50 |
| BRITISH POUND STERLING (GBP) | P | 2024-05-31 | 2024-06-05 | $25,802 | $25,813 | -$11 | -$11 |
| CAPITAL GAINS DIVIDENDS | P | $78 | $78 | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,080 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,240 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,570 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,570 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,012 | OverpaymentAmt |
| Applied To ES Tax | $20,012 | 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 | NY | 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 | BHARAT BHATT | IndividualWithBooksNm |
| Phone | 7038355847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13160 MARSH LANDING | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334187531 | 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 |
|---|---|---|---|---|---|---|---|---|
| RUPA B BHATT | ||||||||
| 13160 MARSH LANDING | PALM BEACH GARDENS | FL | 33418 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BHARAT B BHATT | ||||||||
| 13160 MARSH LANDING | PALM BEACH GARDENS | FL | 33418 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| AMI B BHATT | ||||||||
| 20 JUNIPER LANE | NEWTON | MA | 02459 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| SWAPNIL MANIAR | ||||||||
| 20 JUNIPER LANE | NEWTON | MA | 02459 | TREASURER | 0.00 | $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 | $3,806,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,547 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,095,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,095,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,033,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,558 | TotalTaxAmt |
| Distributable Before Adj | $199,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,138 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,742 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,647 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,742 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,647 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,095 | 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 | $175,043 | 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) |
|---|---|---|
| Contributing Manager | BHARAT B BHATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| THE WINSOR SCHOOL | ||||||
| 103 PILGRIM RD | BOSTON | MA | 02115 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,500 |
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||
| 6355 NW 36TH STREET 2201 | MIAMI | FL | 33166 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| CELIAC DISEASE FOUNDATION | ||||||
| 5850 CANOGA AVENUE 4TH FLOOR | WOODLAND HILLS | CA | 913642469 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| CONNECTIONS EDUCATION CENTER | ||||||
| 1310 OLD CONGRESS AVE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,000 |
| NATIONAL CELIAC ASSOCIATION | ||||||
| 20 PICKERING STREET | NEEDHAM | MA | 02492 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| FEEDING SOUTH FLORIDA | ||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| THE SECOND STEP | ||||||
| PO BOX 600213 | NEWTONVILLE | MA | 02460 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| CRADLES TO CRAYONS | ||||||
| 281 NEWTONVILLE AVENUE | NEWTONVILLE | MA | 02460 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF FLORIDA INC | ||||||
| 4343 W FLAGLER ST SUITE 400 | MIAMI | FL | 33134 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| UTEC | ||||||
| 15 WARREN STREET NO3 | LOWELL | MA | 01852 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| HARVARD UNIVERSITY | ||||||
| 1033 MASSACHUSETTS AVENUE 3RD FL | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| PBS FOUNDATION | ||||||
| 1225 S CLARK ST | ARLINGTON | VA | 22202 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $2,000 |
| SPRUCE PEAK ARTS CENTER FOUNDATION INC | ||||||
| 122 HOURGLASS DR | STOWE | CT | 05672 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| NPR | ||||||
| 1111 NORTH CAPITOL STREET | WASHINGTON | DC | 20002 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| STOWE LAND TRUST | ||||||
| 6 SUNSET ST | STOWE | VT | 05672 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $1,000 |
| THE NEW YORK TIMES COMMUNITIES FUND | ||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 717 5TH AVE | NEW YORK | NY | 10022 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| NORTON MUSEUM OF ART | ||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $2,000 |
| EVERYTOWN FOR GUN SAFTEY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| SANDY HOOK PROMISE FOUNDATION | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | ||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| BAPS CHARITIES INC | ||||||
| 81 SUTTONS LANE | PISCATAWAY | NJ | 088545723 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $11,000 |
| MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION INC | ||||||
| 69 CANAL ST 3RD FLOOR | BOSTON | MA | 02114 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $5,000 |
| AMERICAN INDIA FOUNDATION | ||||||
| 211 E 43RD ST SUITE 1900 | NEW YORK | NY | 10017 | PC | TO SUPPORT CHARITABLE RELATED ACTIVITIES. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,500 | 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 | $32,752 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $171,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,740 | 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 | PWC TAX COMPLIANCE FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EJF INVESTMENTS LTD | $1,343,450 | $991,162 |
| NORTHERN TRUST A/C #8226 - EQUITY SECURITIES | $1,749,267 | $2,355,946 |
| NORTHERN TRUST A/C #8226 - FIXED INCOME SECURITIES | $351,206 | $316,491 |
| NORTHERN TRUST A/C #8226 - COMMODITIES | $150,693 | $158,243 |
| NORTHERN TRUST A/C #2478 - EQUITY SECURITIES | $273,042 | $344,005 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $116 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NORTHERN TRUST BROKERAGE A/C - ADVISORY FEES | $6,063 | $3,032 | $0 | $3,031 |
| NORTHERN TRUST BROKERAGE A/C - INVESTMENT MANAGEMENT FEES | $1,840 | $1,840 | $0 | $0 |
| NORTHERN TRUST BROKERAGE A/C - ADR FEES | $7 | $7 | $0 | $0 |
| CT CORPORATION | $711 | $0 | $0 | $711 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES PAID | $15,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $415 | $415 | $0 | $0 |
Comments