ANITA BHATIA FOUNDATION FOR TOMORROW INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANITA BHATIA FOUNDATION FOR TOMORROW INC (EIN 20-5345499)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349102737
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:27:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 NORTH PEARL ST SUITE 1700 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205345499 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMESH & KALPANA BHATIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RAMESH BHATIA | InCareOfNm |
| Business Name Control | RAME | BusinessNameControlTxt |
| Phone | 8175952894 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 Northridge Drive Suite 107B | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANITA BHATIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145952894 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brandy L Arbuthnot CPA | PreparerPersonNm |
| PTIN | P00535650 | PTIN |
| Phone | 2149697007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.20.227.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75236020203175000034 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB09DBACF47309FEBE71943CABD7EF9A8ECF2500 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D24FBC13D3570E55E0FD2FC69E28889631BDA46C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,803,488 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $261,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $261,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,372,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $892 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $892 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $249,748 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,901 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $88,625 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,625 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $99,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,269,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,269,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,368,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,274,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,118,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,549 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $470,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $395,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $395,899 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,907,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,407,589 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,407,589 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,377,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,803,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,803,488 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,377,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,803,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,377,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,803,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,377,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,803,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,377,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,118,478 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,544,296 | OtherIncreasesAmt |
| Subtotal | $10,803,488 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,803,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST- COMERICA- SEE ATTACHED | D | $2,865,834 | $3,020,456 | -$154,622 | -$154,622 |
| LT-COMERICA- SEE ATTACHED | D | $2,497,414 | $2,361,346 | $136,068 | $136,068 |
| LT-COMERICA- SEE ATTACHED | D | $7,544 | $3,290 | $4,254 | $4,254 |
| CAPITAL GAIN DIVIDENDS | P | $2,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,166 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,758,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01409 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,150,955 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,318,157 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005033 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,287,023 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $675,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160094 | DistributionYr5Rt |
| Total Distribution | 0.216251 | TotalDistributionRt |
| Average Distribution | 0.04325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,431,720 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,685 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $452,857 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,274,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,685 | SubtotalAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,971 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,971 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,286 | OverpaymentAmt |
| Applied To ES Tax | $15,286 | AppliedToESTaxAmt |
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 | false | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAMESH BHATIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2149691508 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 NORTHRIDGE DRIVE SUITE 107B | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76021 | 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 | false | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2017 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RAMESH BHATIA | ||||||||
| 2719 Northridge Drive Suite 107B | Bedford | TX | 76021 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| KALPANA BHATIA | ||||||||
| 2719 Northridge Drive Suite 107B | Bedford | TX | 76021 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| NIRAJ BHATIA | ||||||||
| 2719 Northridge Drive Suite 107B | Bedford | TX | 76021 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| ANITA BHATIA | ||||||||
| 2719 Northridge Drive Suite 107B | Bedford | TX | 76021 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ONLY CHARITABLE ACTIVITY DURING THE TAX YEAR WAS THE DIRECT CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,506,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,590,579 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,590,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,431,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $521,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $521,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,685 | TotalTaxAmt |
| Distributable Before Adj | $519,901 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $519,901 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $519,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,274,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,274,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,685 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,273,015 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $478,195 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $141,024 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,274,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $478,195 | AppliedToYear1Amt |
| Applied To Current Year | $519,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $276,604 | RemainingDistriFromCorpusAmt |
| Total Corpus | $276,604 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $141,024 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $141,024 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $276,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $276,604 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAMESH KALPANA BHATIA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ramesh kalpana bhatia | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2719 Northridge Drive Suite 107B | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8175952894 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| South Asian Council for Social Services | ||||||||
| 143-06 45th Avenue | Flushing | NY | 11355 | NONE | PC | CHARITABLE / GENERAL SUPPORT | $10,000 | |
| WATER UNDERGROUND | ||||||||
| 3080 ARLOTTE AVE | LONG BEACH | CA | 908084408 | none | PC | CHARITABLE / GENERAL SUPPORT | $50,000 | |
| MIKE STEELE FOUNDATION | ||||||||
| 5601 Bridge St | Fort WOrth | TX | 76112 | NONE | PC | CHARITABLE / GENERAL SUPPORT | $1,000,000 | |
| MMIW USA | ||||||||
| 4600 Montgomery Blvd NE | Albuquerque | NM | 87109 | NONE | PC | CHARITABLE / GENERAL SUPPORT | $10,000 | Ste B202 |
| RAAS ALL-STARS | ||||||||
| 1000 West Oaks Mall 100 | Houston | TX | 77082 | none | PC | CHARITABLE / GENERAL SUPPORT | $1,000 | |
| AKSHAYA PATRA USA | ||||||||
| 6800 Owensmouth Ave | Cangoa Park | CA | 91303 | NONE | PC | CHARITABLE / GENERAL SUPPORT | $3,000 | Suite 230 |
| DFW Indian Cultural Society | ||||||||
| 3626 N Hall St 910 | Dallas | TX | 75219 | NONE | PC | CHARITABLE / GENERAL SUPPORT | $10,000 | |
| CENTER FOR PARTNERSHIP STUDIES | ||||||||
| PO BOX 223384 | CARMEL | CA | 93922 | NONE | PC | CHARITABLE / GENERAL SUPPORT | $50,000 | |
| Sakhi for South Asian Women | ||||||||
| PO Box 13333 | Church Street Station | NY | 10008 | none | PC | CHARITABLE / GENERAL SUPPORT | $135,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,269,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,183 | 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 | -$12,327 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 19 | ExclusionCd |
| Exclusion | $892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,748 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,748 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $5,700 | Amt |
| Disbursements Charitable Prps | $5,700 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $71,274 | $71,274 |
| MISCELLANEOUS EXPENSES | $17,351 | $17,351 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $892 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $892 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MARKET VALUE | $1,532,250 |
| TAX-EXEMPT INCOME | $12,046 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $4,901 | Amt |
| Net Investment Income | $4,901 | NetInvestmentIncomeAmt |
Comments