ANITA BHATIA FOUNDATION FOR TOMORROW INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANITA BHATIA FOUNDATION FOR TOMORROW INC (EIN 20-5345499)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202133209349100243
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-16T15:03:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Disaster Relief | New York-Hurricane Ida | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205345499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ramesh and Kalpana Bhatia Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RAME | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anita Bhatia | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anita | PersonFirstNm |
| Person Last | Bhatia | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,387,666 | 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 | $7,812,454 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,050 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $274,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $996,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,532,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,641,723 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,533 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,087,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,917,761 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,891 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,891 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,111 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,010 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,258,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,258,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,427,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,317,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,660,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,863,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $395,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,192,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,192,718 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $6,535,160 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,588,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $4,413,202 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,606,789 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,407,589 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $10,803,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,141,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,387,666 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,803,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,141,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,803,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,141,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,803,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,141,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,803,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,660,532 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,464,020 | SubtotalAmt |
| Other Decreases | $1,322,940 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,141,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $11,532,961 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,891,238 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,641,723 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,641,723 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,641,723 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,799 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $39,799 | SubtotalAmt |
| Tax Based On Investment Income | $39,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,286 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $15,286 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $24,513 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Anita Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 10.0 | $0 | $0 | $0 |
| Niraj Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 10.0 | $0 | $0 | $0 |
| Ramesh Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 10.0 | $0 | $0 | $0 |
| Kalpana Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 10.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Comerica Bank | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 Main Street | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgt | ServiceTypeTxt |
| Compensation | $52,111 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,870,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $705,701 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,576,345 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,576,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,387,700 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,799 | TotalTaxAmt |
| Distributable Before Adj | $579,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $582,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $582,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,317,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $365 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,317,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,317,582 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $582,086 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $135,580 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,580 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,317,582 | QualifyingDistributionsAmt |
| Applied To Current Year | $582,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,735,496 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,871,076 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,871,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $135,580 | ExcessFromYear1Amt |
| Excess From Current Year | $4,735,496 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KALPANA BHATIA | ContributingManagerNm |
| Contributing Manager | Ramesh Bhatia | ContributingManagerNm |
| Contributing Manager | NIRAJ BHATIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY CONNECTION TEXAS | |||||||
| 8802 HARRY HINES BLVD | DALLAS | TX | 75235 | N/A | PC | Bilding Hope Campaign Anya's House | $250,000 |
| BIHAR-JHARKHAND ASSOCIATION OF NORTH AMERICA | |||||||
| 1460 LAFITE CT | TOMS RIVER | NJ | 08753 | N/A | PC | General & Unrestricted | $1,500 |
| BLACK GIRLS CODE INC | |||||||
| PO BOX 640926 | SAN FRANCISCO | CA | 94164 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LN | DALLAS | TX | 75225 | N/A | PC | General & Unrestricted | $20,000 |
| COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY I | |||||||
| 5601 BRIDGE ST SUITE 501 | FORT WORTH | TX | 76112 | N/A | PC | General & Unrestricted | $200,000 |
| FACE AFRICA | |||||||
| 929 MASSACHUSETTS AVE SUITE 01 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $25,000 |
| LAWRENCEVILLE UNITED | |||||||
| 118 52ND ST | PITTSBURGH | PA | 15201 | N/A | PC | General & Unrestricted | $1,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | VERNON | CA | 90058 | N/A | PC | General & Unrestricted | $5,000 |
| MEALS-ON-WHEELS INC OF TARRANT | |||||||
| 5740 AIRPORT FWY | HALTOM CITY | TX | 76117 | N/A | PC | General & Unrestricted | $2,250 |
| METROPORT MEALS ON WHEELS INC | |||||||
| PO BOX 204 | ROANOKE | TX | 76262 | N/A | PC | General & Unrestricted | $5,000 |
| MISSING MURDERED INDIGENOUS WOMEN COALITION OF NOR | |||||||
| 5123 N NC HWY 119 | MEBANE | NC | 27302 | N/A | PC | General & Unrestricted | $10,300 |
| RIVERSIDE MISSION | |||||||
| 4280 BOYDS CREEK HWY | SEVIERVILLE | TN | 37876 | N/A | PC | General & Unrestricted | $5,000 |
| SAKHI FOR SOUTH ASIAN WOMEN | |||||||
| PO BOX 1333 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $105,000 |
| SOUTH ASIAN COUNCIL FOR SOCIAL SERV ICES INC | |||||||
| 14306 45TH AVE | FLUSHING | NY | 11355 | N/A | PC | General & Unrestricted | $50,000 |
| THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTE | |||||||
| PO BOX 910888 | DALLAS | TX | 75391 | N/A | GOV | Capital, Endowed Chair | $4,500,000 |
| THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTE | |||||||
| PO BOX 910888 | DALLAS | TX | 75391 | N/A | GOV | General & Unrestricted (see attached General Explanation) | $365 |
| TRYON LIFE COMMUNITY FARM | |||||||
| 11640 SW BOONES FERRY RD | PORTLAND | OR | 97219 | N/A | PC | Recovery Effort for Aubrey Damron | $8,080 |
| UNITED WAY INC | |||||||
| 1150 SOUTH OLIVE ST SUITE T500 | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $5,000 |
| WATER UNDERGROUND | |||||||
| 3080 ARLOTTE AVE | LONG BEACH | CA | 90808 | N/A | PC | General & Unrestricted | $50,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN L | |||||||
| 2900 WHITTIER BLVD | LOS ANGELES | CA | 90023 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,258,495 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,050 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $996,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $33 |
| MISCELLANEOUS CREDIT CARD REFUNDS | 01 | $2,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,275,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,275,439 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | Bhatia Ramesh | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 Creekway Drive | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,812,454 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (49 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STRYKER CORPORATION SYK, 1202 sh. | $230,219 | 2020-05-11 |
| 1 | UNION PACIFIC UNP, 714 sh. | $112,009 | 2020-05-11 |
| 1 | ACCENTURE PLC ACN, 1518 sh. | $284,488 | 2020-05-11 |
| 1 | MCDONALD'S CORP MCD, 1158 sh. | $209,251 | 2020-05-11 |
| 1 | MICROSOFT CORP MSFT, 2558 sh. | $473,690 | 2020-05-11 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 1793 sh. | $158,474 | 2020-05-11 |
| 1 | PEPSICO INC PEP, 130 sh. | $17,509 | 2020-05-11 |
| 1 | PROCTER GAMBLE CO PG, 1248 sh. | $144,100 | 2020-05-11 |
| 1 | STARBUCKS CORP COM SBUX, 3305 sh. | $252,799 | 2020-05-11 |
| 1 | COSTCO WHOLESALE CORPORATION COST, 367 sh. | $113,188 | 2020-05-11 |
| 1 | GALLAGHER ARTHUR J & CO AJG, 1977 sh. | $170,892 | 2020-05-11 |
| 1 | HOME DEPOT INC HD, 1430 sh. | $336,064 | 2020-05-11 |
| 1 | JP MORGAN CHASE JPM, 1204 sh. | $108,625 | 2020-05-11 |
| 1 | ESTEE LAUDER COMPANIES INC EL, 577 sh. | $98,849 | 2020-05-11 |
| 1 | LOWES COMPANIES INC LOW, 1139 sh. | $129,459 | 2020-05-11 |
| 1 | ABBOTT LABS ABT, 2863 sh. | $271,455 | 2020-05-11 |
| 1 | ANALOG DEVICES INC ADI, 1978 sh. | $214,306 | 2020-05-11 |
| 1 | APPLE INC AAPL, 395 sh. | $123,297 | 2020-05-11 |
| 1 | CHEVRON CORP CVX, 34 sh. | $3,192 | 2020-05-11 |
| 1 | WEYERHAEUSER CO WY, 323 sh. | $9,663 | 2020-10-08 |
| 1 | WAL-MART STORES INC WMT, 1324 sh. | $187,485 | 2020-10-08 |
| 1 | VERIZON COMMUNICATIONS VZ, 2503 sh. | $148,553 | 2020-10-08 |
| 1 | TARGET CORPORATION TGT, 1128 sh. | $183,136 | 2020-10-08 |
| 1 | PEPSICO INC PEP, 697 sh. | $95,799 | 2020-10-08 |
| 1 | EATON CORP PLC ETN, 473 sh. | $50,646 | 2020-10-08 |
| 1 | LEAR CORP LEA, 990 sh. | $128,185 | 2020-10-08 |
| 1 | MONDELEZ INTERNATIONAL INC MDLZ, 1271 sh. | $71,799 | 2020-10-08 |
| 1 | KIMBERLY CLARK CORP KMB, 363 sh. | $54,626 | 2020-10-08 |
| 1 | INTEL CORP INTC, 1912 sh. | $101,575 | 2020-10-08 |
| 1 | GILEAD SCIENCES INC GILD, 1652 sh. | $104,960 | 2020-10-08 |
| 1 | UNION PACIFIC UNP, 114 sh. | $23,202 | 2020-10-08 |
| 1 | KONINKLIJKE PHILIPS ELECTRONICS PHG, 2007 sh. | $94,630 | 2020-10-08 |
| 1 | TE CONNECTIVITY LTD TEL, 1044 sh. | $110,111 | 2020-10-08 |
| 1 | ASTRAZENECA AZN, 2228 sh. | $120,167 | 2020-10-08 |
| 1 | AMGEN INC AMGN, 668 sh. | $163,346 | 2020-10-08 |
| 1 | AMERIPRISE FINANCIAL INC AMP, 705 sh. | $118,052 | 2020-10-08 |
| 1 | CUMMINS INC CMI, 1258 sh. | $277,439 | 2020-10-08 |
| 1 | COMCAST CORP CMCSA, 683 sh. | $30,810 | 2020-10-08 |
| 1 | CARDINAL HEALTH INC CAH, 1321 sh. | $63,098 | 2020-10-08 |
| 1 | MORGAN STANLEY MS, 1409 sh. | $68,160 | 2020-10-08 |
| 1 | ABBVIE INC ABBV, 1768 sh. | $155,142 | 2020-10-08 |
| 1 | ATLAS CORP ATCO, 4105 sh. | $42,179 | 2020-12-18 |
| 1 | MEDTRONIC PLC MDT, 982 sh. | $114,064 | 2020-12-18 |
| 1 | NETAPP, INC NTAP, 2044 sh. | $131,572 | 2020-12-18 |
| 1 | CVS CAREMARK CORP CVS, 354 sh. | $24,534 | 2020-12-18 |
| 1 | CVS CAREMARK CORP CVS, 581 sh. | $40,266 | 2020-12-18 |
| 1 | CVS CAREMARK CORP CVS, 394 sh. | $27,306 | 2020-12-18 |
| 1 | ABBVIE INC ABBV, 213 sh. | $22,180 | 2020-12-18 |
| 1 | ABBVIE INC ABBV, 316 sh. | $32,905 | 2020-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $8,891 | Amt |
| Disbursements Charitable Prps | $8,891 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF, PARTS I AND XV | FORM 990-PF, PARTS I AND XV | TOTAL Part I, Line 25, Column (a) and Part XV, Line 3a: $5,258,495 Less amount counted as a qualifying distribution on Part XII, Line 2a: $365 TOTAL Part I, Line 25, Column (d): $5,258,130 |
| IN-KIND GRANTS | PART I LINE 25 AND PART XV LINE 3A | METHOD FOR DETERMINING VALUE OF MEALS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $365 TOTAL BOOK VALUE OF PROPERTY: $365 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $365 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: Meals UNITS: 50 DATE OF DISTRIBUTION: 7/23/2020 GRANT RECIPIENT: THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER AT DALLAS FMV OF PROPERTY: $365 BOOK VALUE OF PROPERTY: $365 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $365 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (63 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC NOTE CALL MAKE WHOL | $35,197 | $35,452 |
| AMERICAN INTL GROUP - 4.125% - | $95,312 | $106,294 |
| AMERICAN INTL GROUP INC - 3.90 | $96,056 | $100,346 |
| AMERICAN TOWER CORP - 4.700% - | $31,441 | $31,481 |
| AMERICAN TOWER CORP - 5.000% - | $104,949 | $113,066 |
| AMERICAN WATER WORKS - 3.400% | $45,662 | $45,355 |
| AMGEN INC NOTE - 2.650% - 05/1 | $138,217 | $138,024 |
| ANTHEM - 2.950% - 12/01/2022 | $110,246 | $109,999 |
| AT&T INC BOND - 4.450% - 01/01 | $57,343 | $62,540 |
| BAKER HUGHES - 2.773% - 12/15/ | $68,735 | $74,152 |
| BHP BILLITON FINANCE - 3.250% | $80,320 | $79,030 |
| BP CAP MARKETS - 3.119% - 05/0 | $2,207 | $2,214 |
| BP CAP MKTS - 3.245% - 05/06/2 | $41,893 | $41,592 |
| BROADCOM CORP/ BROADCOM CAYMAN | $35,133 | $36,017 |
| BROADCOM CORP/BROADCOM CAYMAN | $58,401 | $65,986 |
| BROWN FORMAN CORP - 3.500% - 0 | $95,745 | $94,126 |
| CAPITAL ONE FINL CORP - 3.750% | $57,245 | $63,512 |
| CC HLDGS GS V / CROWN CASTL - | $53,875 | $57,957 |
| CENOVUS ENERGY INC - 3.800% - | $103,036 | $109,067 |
| CITIGROUP - 2.700% - 03/30/202 | $2,022 | $2,012 |
| COMCAST CORP - 3.150% - 03/01/ | $129,484 | $131,742 |
| COMCAST CORP - 3.375% - 08/15/ | $4,459 | $4,463 |
| COMWLTH EDISON CO - 3.400% - 0 | $4,120 | $4,050 |
| CONSTELLATION BRANDS INC - 4.2 | $91,267 | $97,014 |
| CROWN CASTLE INTL CORP - 4.450 | $28,748 | $28,928 |
| CVS CAREMARK CORP - 3.500% - 0 | $56,839 | $59,489 |
| D R HORTON INC SR NT - 4.750% | $30,979 | $32,281 |
| DEUTSCHE BK AG NOTE - 4.250% - | $56,954 | $58,450 |
| DISCOVER FINL SVCS NOTE - 4.50 | $142,370 | $157,124 |
| DISNEY WALT CO - 2.450% - 03/0 | $105,074 | $104,642 |
| DOMINION GAS HLDGS LLC - 3.600 | $27,506 | $28,749 |
| EBAY INC - 1.900% - 03/11/2025 | $72,247 | $72,538 |
| EBAY INC NOTE - 3.800% - 03/09 | $130,917 | $134,864 |
| ENTERPRISE PRODUCTS - 4.050% - | $85,572 | $87,397 |
| EXELON GENERATION COLLC NOTE - | $25,917 | $25,811 |
| GENERAL MTRS CO NOTE - 4.875% | $95,030 | $104,282 |
| GENERAL MTRS FINL - 3.150% - 0 | $18,576 | $19,671 |
| GM FINANCIAL - 3.450% - 04/10/ | $57,251 | $59,643 |
| GOLDMAN SACHS - 3.850% - 07/08 | $127,434 | $133,786 |
| GOLDMAN SACHS GROUP INC NOTE - | $73,728 | $74,973 |
| HEALTH CARE REIT - 4.500% - 01 | $114,563 | $123,421 |
| HOST HOTELS &RESORTSLP - 3.875 | $100,747 | $108,866 |
| MIDAMERICAN ENERGY COMPANY - 3 | $2,203 | $2,203 |
| MORGAN STANLEY - 2.500% - 04/2 | $124,838 | $124,769 |
| MORGAN STANLEY - 3.875% - 01/2 | $82,611 | $82,422 |
| ORACLE CORP - 2.950% - 05/15/2 | $70,944 | $71,387 |
| RABOBANK NEDERLAND - 4.500% - | $2,057 | $2,001 |
| SANTANDER HLDGS - 4.500% - 07/ | $128,322 | $138,415 |
| SANTANDER UK PLC - 4.000% - 03 | $67,045 | $71,893 |
| SHELL INTERNATIONAL - 3.250% - | $130,401 | $132,876 |
| SIMON PROPERTY GROUP - 3.300% | $36,631 | $39,540 |
| SOUTHERN CO NOTE - 2.350% - 07 | $51,550 | $51,401 |
| SUMITOMO MITSUI FINANCIAL GROU | $77,503 | $81,902 |
| VMWARE INC - 2.950% - 08/21/20 | $61,580 | $66,390 |
| WASTE MGMT - 2.900% - 09/15/20 | $96,364 | $102,660 |
| WASTE MGMT - 3.125% - 03/01/20 | $103,881 | $104,008 |
| WELLS FARGO & CO - 3.000% - 04 | $1,095 | $1,100 |
| WELLS FARGO &COMPANYMTN CALL M | $4,358 | $4,367 |
| WELLS FARGO - 3.550% - 09/29/2 | $140,599 | $147,878 |
| WILLIAMS PARTNERS LP - 4.300% | $93,252 | $101,375 |
| WILLIAMS PARTNERS LP - 4.500% | $78,155 | $84,894 |
| WRKCO - 4.650% - 03/15/2026 | $109,723 | $115,254 |
| ZIMMER BIOMET HOLDINGS INC - 3 | $57,273 | $59,648 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $21,267 | $26,219 |
| ABBVIE INC | $134,344 | $156,439 |
| AMER INTERNATIONAL GROUP INC | $73,686 | $86,169 |
| AMERIPRISE FINANCIAL INC | $51,290 | $75,983 |
| AMGEN INC | $82,676 | $79,552 |
| ASTRAZENECA | $30,514 | $27,944 |
| ATLAS CORP | $88,865 | $104,346 |
| CARDINAL HEALTH INC | $55,794 | $59,719 |
| CHEVRON CORP | $36,176 | $36,229 |
| CHUBB LIMITED | $57,803 | $62,953 |
| CISCO SYSTEMS INC | $51,958 | $69,049 |
| CITIGROUP INC | $40,650 | $59,502 |
| CME GROUP, INC | $21,594 | $23,849 |
| COMCAST CORP | $67,758 | $94,425 |
| CONOCOPHILLIPS | $82,285 | $77,541 |
| CORTEVA INC | $44,338 | $67,837 |
| CUMMINS INC | $66,824 | $68,811 |
| CVS CAREMARK CORP | $92,106 | $90,771 |
| EQUINOR ASA | $44,548 | $51,920 |
| FIRST AMERICAN CORP | $39,752 | $38,877 |
| GENUINE PARTS COMPANY | $31,885 | $43,486 |
| HARDING LOEVNER INTL EQUITY | $326,507 | $424,996 |
| INGREDION INC | $25,776 | $25,096 |
| ISHARES MSCI EMERGING MARKETS | $290,340 | $428,138 |
| ISHARES TRUST MSCI EAFE INDEX | $369,507 | $424,700 |
| ISHARES TRUST RUSSELL 1000 GRO | $1,828,238 | $2,707,519 |
| KINDER MORGAN INC | $40,015 | $39,807 |
| KONINKLIJKE PHILIPS ELECTRONIC | $28,515 | $42,198 |
| KONTOOR BRANDS INC | $32,140 | $67,167 |
| LEAR CORP | $45,141 | $56,456 |
| MEDTRONIC PLC | $168,272 | $178,053 |
| MERCK & CO INC | $58,387 | $60,368 |
| METLIFE INC | $47,430 | $56,575 |
| MOLSON COOR BREW CO CL B | $43,701 | $45,597 |
| MONDELEZ INTERNATIONAL INC | $28,867 | $31,223 |
| MORGAN STANLEY | $25,300 | $35,841 |
| NETAPP, INC | $195,167 | $228,727 |
| NORTHERN TRUST CORPORATION | $22,876 | $26,545 |
| NUTRIEN LTD | $57,707 | $72,722 |
| OBERWEIS INTERNATIONAL OPPORTU | $303,568 | $433,627 |
| OGE ENERGY CORP | $24,681 | $24,341 |
| PARKER HANNIFIN CP | $16,147 | $29,693 |
| PEPSICO INC | $42,883 | $46,270 |
| PHILLIPS 66 | $55,159 | $54,204 |
| PROSPERITY BANC SHARES, INC | $55,423 | $67,695 |
| RADIAN GROUP INC | $22,226 | $31,570 |
| RAYTHEON TECHNOLOGIES CORP | $36,374 | $44,193 |
| RIO TINTO PLC SPONSORED ADR | $50,810 | $61,605 |
| TARGET CORPORATION | $73,222 | $79,615 |
| TE CONNECTIVITY LTD | $28,941 | $48,428 |
| TEXAS INSTRUMENTS INC | $23,762 | $33,975 |
| UNION PACIFIC | $49,317 | $59,967 |
| UNITED PARCEL SERVICE | $24,999 | $35,196 |
| VANGUARD SM-CAP ETF | $632,666 | $894,749 |
| VEREIT INC COM | $37,830 | $45,809 |
| VERIZON COMMUNICATIONS | $85,405 | $84,541 |
| VICI PROPERTIES INC | $36,622 | $45,365 |
| WAL-MART STORES INC | $37,244 | $41,227 |
| WESTROCK COMPANY | $30,462 | $42,529 |
| WEYERHAEUSER CO | $17,420 | $30,211 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2020, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $5,258,495. This amount represents 25% or more of the Foundation's net assets of $10,803,488 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2020. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO REFLECT ASSETS AT BOOK VALUE | Desc |
| Amt | $1,322,940 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $6,696 | $6,696 | |
| Administrative Set-Up Fee | $6,500 | $6,500 | |
| Bank Charges | $370 | $370 | |
| OFFICE SUPPLIES | $1,000 | $1,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Class Action Lawsuit Proceeds | $33 | $33 |
| Miscellaneous credit card Refunds | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $52,111 | $52,111 | |
| PHILANTHROPIC CONSULTING SVCS | $36,000 | $36,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bhatia Niraj | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 667 Creekway Drive | AddressLine1Txt |
| City | Irving | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76053 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 4720 TAX | $55,288 | |
| Foreign Tax Paid | $2,010 | $2,010 |
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