EESHA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EESHA FOUNDATION INC (EIN 16-1571508)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2025-10-15
- IRS object ID
- 202542889349101504
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T16:19:16-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200500257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arnold J Hodes & Co CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5701 Enterprise Pkwy | AddressLine1Txt |
| City | East Syracuse | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161571508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EESHA FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SALIL GUPTA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EESH | BusinessNameControlTxt |
| Phone | 3154692062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6807 MOREHOUSE FLATS RD | AddressLine1Txt |
| City | JAMESVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALIL GUPTA MD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3154692062 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert C Hall | PreparerPersonNm |
| PTIN | P00332502 | PTIN |
| Phone | 3154726683 | PhoneNum |
| Preparation | 2025-10-13 | PreparationDt |
| 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 | $1,100,506 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $129 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $129 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $129 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,177 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,177 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $203,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,462 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $105 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $105 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $105 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $54,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,768 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,411 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,300 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,562 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $8,562 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,045 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,907 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,907 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,907 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,907 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,413 | CashBOYAmt |
| Cash EOY | $151,675 | CashEOYAmt |
| Cash EOYFMV | $151,675 | CashEOYFMVAmt |
| Corporate Stock BOY | $55,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $54,260 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $697,622 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $557,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $894,571 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $776,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $764,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,100,506 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $776,242 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $764,708 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $776,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $764,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $776,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $764,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $776,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $764,708 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $764,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BAHL & GAYNOR INCOME GROWTH FUND CL I | 2018-09-25 | 2024-12-10 | $55,000 | $36,784 | $18,216 | $18,216 | |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | 2024-02-22 | 2025-05-28 | $92,920 | $97,982 | -$5,062 | -$5,062 | |
| EATON VANCE SHORT DURATION GOV'T INC FD CL I | $16,592 | $16,493 | $99 | $99 | |||
| EATON VANCE SHORT DURATION GOV'T INC FD CL I | $15,303 | $17,079 | -$1,776 | -$1,776 | |||
| Capital Gains Dividends | $23,985 | $23,985 | $23,985 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,462 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $99 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $540 | 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 | $540 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $69 | OverpaymentAmt |
| Applied To ES Tax | $69 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SALIL GUPTA MD | IndividualWithBooksNm |
| Phone | 3154692062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6807 MOREHOUSE FLATS RD | AddressLine1Txt |
| City | JAMESVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13078 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALIL GUPTA MD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6807 MOREHOUSE FLATS RD | AddressLine1Txt |
| City | JAMESVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO QUALIFIED ORGANIZATIONS- see attached listing | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | PRIOR YEARS EXCISE TAXES PAID | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $682,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $770,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $770,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $758,968 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $471 | TotalTaxAmt |
| Distributable Before Adj | $37,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,488 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Total For Prior Years | $24,869 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12 | 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 | $24,869 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $24,869 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $37,465 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SALIL GUPTA MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6807 MOREHOUSE FLATS RD | AddressLine1Txt |
| City | JAMESVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3154301765 | RecipientPhoneNum |
| Recipient Email Address | SGUPTA@NHACNY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EKAL VIDYALAYA | |||||||
| PO BOX 821369 | HOUSTON | TX | 77282 | None | PC | Charitable causes supported by foundation. | $5,000 |
| MEALS ON WHEELS EASTERN ONODAGA COUNTY | |||||||
| 7248 HIGHBRIDGE RD | FAYETTEVILLE | NY | 13066 | None | PC | Charitable causes supported by foundation. | $1,000 |
| ARSHA VIDYA GURUKULAM | |||||||
| 651 STATE ROUTE 115 | SAYLORSBURG | PA | 18353 | None | PC | Charitable causes supported by foundation. | $3,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | None | PC | Charitable causes supported by foundation. | $500 |
| WEAR RADIO | |||||||
| 795 OSTROM AVE | SYRACUSE | NY | 13244 | None | PC | Charitable causes supported by foundation. | $500 |
| WRVO RADIO | |||||||
| 7060 STATE ROUTE 104 | OSWEGO | NY | 13126 | None | PC | Charitable causes supported by foundation. | $500 |
| AMERICAN RED CROSS | |||||||
| 7359 OSWEGO ROAD | LIVERPOOL | NY | 13090 | NONE | PC | Charitable causes supported by foundation. | $2,000 |
| CLEAR PATH FOR VETERANS | |||||||
| 1223 SALT SPRINGS ROAD | CHITTENANGO | NY | 13037 | NONE | PC | Charitable causes supported by foundation. | $7,500 |
| COMMUNITY LIBRARY OF DEWITT | |||||||
| 5110 JAMESVILLE RD | JAMESVILLE | NY | 13078 | NONE | PC | Charitable causes supported by foundation. | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PC | Charitable causes supported by foundation. | $1,000 |
| FOOD BANK OF CNY | |||||||
| 7066 INTERSTATE ISLAND ROAD | SYRACUSE | NY | 13209 | NONE | PC | Charitable causes supported by foundation. | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 514 W GENESEE ST | SYRACUSE | NY | 13204 | NONE | PC | Charitable causes supported by foundation. | $5,000 |
| HELPING HOUNDS DOG RESCUE | |||||||
| 7268 CASWELL AVE | NORTH SYRACUSE | NY | 13212 | NONE | PC | Charitable causes supported by foundation. | $1,000 |
| LA REGIONAL FOOD BANK | |||||||
| 1734 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | Charitable causes supported by foundation. | $2,000 |
| JOHNS HOPKINS | |||||||
| 550 NORTH BROADWAY SUITE 722 | BALTIMORE | MD | 212037029 | NONE | PC | Charitable causes supported by foundation. | $1,000 |
| LOS ANGELES FIRE DEPT FOUNDATION | |||||||
| 1700 STADIUM WAY SUITE 100 | LOS ANGELES | CA | 90012 | NONE | PC | Charitable causes supported by foundation. | $1,000 |
| REACH CNY | |||||||
| 1010 JAMES ST | SYRACUSE | NY | 13203 | NONE | PC | Charitable causes supported by foundation. | $2,000 |
| SALVATION ARMY | |||||||
| 2433 ERIE BLVD E | SYRACUSE | NY | 13224 | NONE | PC | Charitable causes supported by foundation. | $1,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | Charitable causes supported by foundation. | $2,000 |
| VERA HOUSE | |||||||
| 723 JAMES ST | SYRACUSE | NY | 13203 | NONE | PC | Charitable causes supported by foundation. | $5,000 |
| WCNY | |||||||
| 415 FAYETTE ST | SYRACUSE | NY | 13204 | NONE | PC | Charitable causes supported by foundation. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $129 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,177 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,462 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $105 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $54,873 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,873 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME GENERATED ON ASSETS TO FUND CHARITABLE PURPOSES |
| 4 | INCOME GENERATED ON ASSETS TO FUND CHARITABLE PURPOSES |
| 8 | INCOME GENERATED ON ASSETS TO FUND CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES - EQUITY | StockNm |
| EOY Book Value | $55,207 | EOYBookValueAmt |
| EOYFMV | $54,260 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $557,826 | BookValueAmt |
| EOYFMV | $894,571 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,945 | $9,945 | $9,945 | $0 |
| BANK FEES & MISCELLANEOUS | $100 | $100 | $100 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2024 990 | $561 | $561 | $561 | $0 |
| 2024 4720 | $7,461 | $7,461 | $7,461 | $0 |
| 2025 ESTIMATES | $540 | $540 | $540 | $0 |
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