PRANAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PRANAN FOUNDATION INC (EIN 82-3201792)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349102100
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T12:46:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3445 PEACHTREE ROAD NE SUITE 1150 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823201792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Pranan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRAN | BusinessNameControlTxt |
| Phone | 6786400143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Wilderbluff Court | AddressLine1Txt |
| City | Sandy Springs | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vikas Verma | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6786400143 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD J GREEN | PreparerPersonNm |
| PTIN | P00153816 | PTIN |
| Phone | 4042622181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $5,175,405 | 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 | $404,398 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $106,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $546,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,869 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,869 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $154 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $252,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,222,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,440,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,440,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,542,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,960,704 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,481,118 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,641,470 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,259,871 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,252,774 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,478 | OtherAssetsBOYAmt |
| Other Assets EOY | $725 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $725 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,409,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,662,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,175,405 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,264 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,264 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,264 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,403,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,655,824 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,403,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,655,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,409,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,662,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,403,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $252,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,655,824 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,655,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 550 SHS. ABBOTT LABORATORIES | P | 2023-07-31 | 2024-03-25 | $60,736 | $61,324 | -$588 | -$588 |
| 212 SHS. BOEING CO | P | 2023-01-27 | 2024-01-25 | $42,660 | $44,926 | -$2,266 | -$2,266 |
| 212 SHS MICRON TECHNOLOGY INC, | P | 2024-03-26 | 2024-08-13 | $20,664 | $25,242 | -$4,578 | -$4,578 |
| 213 SHS. MICRON TECHNOLOGY INC, | P | 2024-03-26 | 2024-08-13 | $20,761 | $25,347 | -$4,586 | -$4,586 |
| 650 SHS SHELL PLC SPON ADS EA REP 2 | P | 2023-08-14 | 2024-02-26 | $41,034 | $40,046 | $988 | $988 |
| 400,000FV UNITED STATES TREAS | P | 2023-12-15 | 2024-09-03 | $400,000 | $400,000 | $0 | $0 |
| 400,000FV UNITED STATES TREAS | P | 2023-12-15 | 2024-10-31 | $400,000 | $400,000 | $0 | $0 |
| 108 SHS JPMORGAN CHASE & CO | P | 2022-06-17 | 2024-02-26 | $19,841 | $12,131 | $7,710 | $7,710 |
| 100000 FV PARKER-HANNIFIN CORP | P | 2022-06-01 | 2024-11-21 | $100,000 | $99,995 | $5 | $5 |
| 700 SHS. TIDEWATER INC | P | 2023-07-19 | 2024-11-19 | $35,450 | $41,441 | -$5,991 | -$5,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,306 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,891 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,891 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,827 | 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 | $2,827 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $936 | OverpaymentAmt |
| Applied To ES Tax | $936 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Vikas Verma | IndividualWithBooksNm |
| Phone | 6786400143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 Wilderbluff Court | AddressLine1Txt |
| City | Sandy Springs | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VIKAS VERMA | ||||||||
| 115 Wilderbluff Court | Sandy Springs | GA | 30328 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ACHALA VERMA | ||||||||
| 115 Wilderbluff Court | Sandy Springs | GA | 30328 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| RITU V GORDON | ||||||||
| 115 Wilderbluff Court | Sandy Springs | GA | 30328 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PRIYANKA VERMA | ||||||||
| 115 Wilderbluff Court | Sandy Springs | GA | 30328 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,631,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,310,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,942,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,942,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,142 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,868,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,434 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,434 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,891 | TotalTaxAmt |
| Distributable Before Adj | $241,543 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,543 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,543 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,018 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $274,018 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,543 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,812 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,812 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $239,206 | 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 | $2,337 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A B C OF GEORGIA CHARITABLE FOUNDATION | |||||||
| 8975 ROSWELL RD | ATLANTA | GA | 30350 | N/A | Public | GENERAL FUNDING | $5,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 3400 N DESERT DR | EAST POINT | GA | 30344 | N/A | public | GENERAL FUNDING | $10,000 |
| ATLANTA MISSION | |||||||
| PO BOX 1807 | ATLANTA | GA | 30301 | N/A | public | GENERAL FUNDING | $10,000 |
| ATLANTA MUSIC PROJECT | |||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | N/A | public | SUPPORT FOR CURRENT PROJECTS | $10,000 |
| ATLANTA INTERNATIONAL SCHOOL | |||||||
| 2890 N FULTON DR NE | ATLANTA | GA | 30305 | N/A | public | GENERAL FUNDING | $7,500 |
| ATLANTA RONALD MCDONALD HOUSE | |||||||
| 795 GATEWOOD RD NE | ATLANTA | GA | 30329 | N/A | public | GENERAL FUNDING | $7,500 |
| BONNIE YOUTH CLUB | |||||||
| 1221 CHURCH AVE | BROOKLY | NY | 11218 | N/A | public | GENERAL FUNDING TO SUPPORT YOUTH PROJECTS | $10,000 |
| BOYS AND GIRLS CLUB OF METRO ATLANTA | |||||||
| 2880 DRESDEN DR | CHAMBLEE | GA | 30341 | N/A | public | GENERAL FUNDING | $5,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | N/A | public | RESEARCH SUPPORT | $5,000 |
| CAMP HORIZON INC | |||||||
| 5825 GLENRIDGE DR 101 | ATLANTA | GA | 30328 | N/A | public | SUPPORT FOR FOSTER CARE | $10,000 |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | public | GENERAL FUNDING | $3,000 |
| EXCEPTIONAL FOUNDATION OF ATLANTA | |||||||
| 3125 PRESIDENTIAL PKWY | ATLANTA | GA | 30340 | N/A | public | GENERAL FUNDING | $5,000 |
| GIACC | |||||||
| 7742 SPALDING DR SUITE 209 | NORCROSS | GA | 30092 | N/A | public | GENERAL FUNDING | $5,000 |
| GEORGIA CUP INC | |||||||
| 1 GOLF CLUB DR | ALPHARETTA | GA | 30005 | N/A | public | GENERAL FUNDING | $6,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | N/A | public | SUPPORT GLOBAL IMPACT | $10,000 |
| HELPING MAMAS | |||||||
| 4487 PARK DRIVE SUITE 1A | NORCROSS | GA | 30093 | N/A | public | GENERAL FUNDING | $5,000 |
| INTOWN COLLABORATIVE MINISTRIES | |||||||
| 1026 PONCE DE LEON AVE | ATLANTA | GA | 30306 | N/A | public | GENERAL FUNDING | $10,000 |
| JEUNESS TRACK CLUB | |||||||
| 207 SOUTH LONG BEACH | FREEPORT | NY | 11520 | N/A | public | GENERAL FUNDINGGENERAL FUNDING | $5,000 |
| MAXIMUS JANTON FOUNDATION | |||||||
| 5375 AZALEA CREST LANE | SUGAR HILL | GA | 30518 | N/A | public | GENERAL FUNDING | $5,000 |
| MEDSHARE | |||||||
| 3240 CLIFTON SPRINGS RD | DECATUR | GA | 30034 | N/A | public | GENERAL FUNDING | $7,500 |
| NMDP | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | public | GENERAL FUNDING | $5,000 |
| OPEN HAND | |||||||
| 181 ARMOUR DR NE | ATLANTA | GA | 30324 | N/A | public | SUPPORT THE MISSION OF THE ORGANIZATION | $10,000 |
| OVARIAN CANCER RESEARCH ALLIANCE | |||||||
| 14 PENNSYLVANIA PLAZA | NEW YORK | NY | 10122 | N/A | public | FUNDING FOR RESEARCH | $5,000 |
| PROMISE OF JUSTICE | |||||||
| 636 BARONNE ST | NEW ORLEANS | LA | 70113 | N/A | public | GENERAL FUNDING | $5,000 |
| PS321 | |||||||
| 180 SEVENTH AVE | BROOKLYN | NY | 11215 | N/A | public | GENERAL FUNDING | $5,000 |
| RAKSHA | |||||||
| PO BOX 12337 | ATLANTA | GA | 30355 | N/A | public | STRONGER AND HEALTHER SOUTH ASIAN COMMUNITIES | $10,000 |
| RYAN SEACREST FOUNDATION | |||||||
| 1222 16TH Ave S Ste 13 | NASHVILLE | TN | 37212 | N/A | public | GENERAL FUNDING | $7,500 |
| SENIOR CITIZEN PROGRAM | |||||||
| 4059 KESWICK DR | ATLANTA | GA | 30339 | N/A | public | GENERAL FUNDING | $10,000 |
| SEWA INTERNATIONAL INC | |||||||
| 5846 RUE VILLA LANE | TUCKER | GA | 30084 | N/A | public | GENERAL FUNDING | $10,000 |
| ST JUDE | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | public | GENERAL FUNDING | $10,000 |
| THE 410 BRIDGE | |||||||
| 3955 MARCONI DR | ALPHARETTA | GA | 30005 | N/A | public | GENERAL FUNDING | $10,000 |
| THE LUSTGARTEN FOUNDATION | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | N/A | public | PANCREATIC CANCER RESEARCH | $5,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | public | GENERAL FUNDING | $10,000 |
| USGA FOUNDATION | |||||||
| 77 LIBERTY CORNER ROAD | LIBERTY CORNER | NJ | 07938 | N/A | public | U.S. NATIONAL DEVELOPMENT PROGRAM | $10,000 |
| UNIVERSITY OF GEORGIA FOUNDATION | |||||||
| 1 PRESS PLACE SUITE 101 | ATHENS | GA | 30601 | N/A | public | GENERAL FUNDING | $5,000 |
| UNIVERSITY OF WISCONSIN | |||||||
| 1848 UNIVERSTIY AVE | MADISON | WI | 53726 | N/A | public | CENTER FOR BRAND AND PRODUCT MANAGEMENT FUND | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | N/A | public | GENERAL FUNDING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,000 | 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 | $44,439 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,306 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VERMA FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 HAMMOND DR | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $404,398 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,259,871 | EOYBookValueAmt |
| EOYFMV | $1,252,774 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES - FIDELITIY 2256 | StockNm |
| EOY Book Value | $1,960,704 | EOYBookValueAmt |
| EOYFMV | $2,481,118 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED PURCHASE INTEREST | Desc |
| BOY Book Value | $3,478 | BOYBookValueAmt |
| EOY Book Value | $725 | EOYBookValueAmt |
| EOYFMV | $725 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO VRP/VERMA | Desc |
| BOY Book Value | $6,264 | BOYBookValueAmt |
| EOY Book Value | $6,264 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $14,869 | Amt |
| Net Investment Income | $14,869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,000 | $0 | $0 |
| FOREIGN TAX PAID | $154 | $154 | $0 |
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