HASMUKH AND GITA RAMA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HASMUKH AND GITA RAMA FOUNDATION (EIN 45-3772669)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202543019349100424
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T14:17:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST JACKSON ST SUITE 1200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 453772669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASMUKH AND GITA RAMA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASM | BusinessNameControlTxt |
| Phone | 8642329944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 POINTE CIRCLE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HASMUKH P RAMA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8642329944 | PhoneNum |
| Signature | 2025-10-22 | 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 | MELANIE MCPEAK | PreparerPersonNm |
| PTIN | P01346034 | PTIN |
| Phone | 8132511010 | 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 | $36,876,490 | 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 | $2,859,700 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $326,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $326,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $490,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,606,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $490,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,583 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $53,583 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,730,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $870,533 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $22,715 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,715 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,022 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,022 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $168,377 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $155,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,279 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,924 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,076 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,848 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $52,159 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,159 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,830 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $262,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,247 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,853 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $811,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $811,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,073,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,247 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $917,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,656,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $714,286 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,178,988 | CashBOYAmt |
| Cash EOY | $161,862 | CashEOYAmt |
| Cash EOYFMV | $161,862 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,073,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,352,347 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,352,347 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,967,500 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,236,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,427,281 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,706,104 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,751,213 | LandBOYAmt |
| Land EOY | $5,706,104 | LandEOYAmt |
| Land EOYFMV | $5,935,000 | LandEOYFMVAmt |
| Total Assets BOY | $15,971,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,456,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,876,490 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,636 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,289 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,856,490 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $2,486,976 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,866,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,490,265 | 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 | $14,105,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,966,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,105,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,966,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,971,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,456,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,105,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,656,366 | ExcessRevenueOverExpensesAmt |
| Other Increases | $129 | OtherIncreasesAmt |
| Subtotal | $16,761,497 | SubtotalAmt |
| Other Decreases | $795,387 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,966,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,604,931 | $2,115,887 | $489,044 | $489,044 | |
| CAPITAL GAINS DIVIDENDS | $1,610 | $1,610 | $1,610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $490,654 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,929 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,929 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $964 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,964 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,035 | OverpaymentAmt |
| Applied To ES Tax | $2,035 | 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 | SC | 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 | HASMUKH P RAMA | IndividualWithBooksNm |
| Phone | 8642329944 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 HUNTINGTON ROAD | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HASMUKH P RAMA | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| GITA H RAMA | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DHARMENDRA J RAMA | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RITA N PATEL | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MADHU N VIVEK | ||||||||
| 60 POINTE CIRCLE | GREENVILLE | SC | 29615 | DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6100 FAIRVIEW RD 9TH FL | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282103277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $155,098 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION OWNS AND MAINTAINS A PROPERTY THAT INCLUDES A RETREAT AND NATURAL AREA. THIS PROPERTY IS LEASED TO A PUBLIC CHARITY AT BELOW-MARKET RATES AND IS USED EXCLUSIVELY BY THE CHARITY FOR GATHERINGS, SEMINARS, CLASSES, AND ITS ANNUAL RETREAT. BY PROVIDING ACCESS TO THE PROPERTY AT LESS THAN FAIR MARKET VALUE, THE FOUNDATION ACTIVELY SUPPORTS THE CHARITY'S MISSION AND PROGRAMMING. | Description1Txt |
| Expenses1 | $50,400 | Expenses1Amt |
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 | $24,316,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,421,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,738,228 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,738,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $401,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,337,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,316,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,316,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,929 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,929 | TotalTaxAmt |
| Distributable Before Adj | $1,306,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,306,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,306,929 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $917,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,871,146 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,788,766 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,306,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $791,017 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,788,766 | QualifyingDistributionsAmt |
| Applied To Year1 | $791,017 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,306,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $690,820 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $690,820 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $690,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $690,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HASMUKH P RAMA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRI AUROBINDO INTEGRAL LIFE CENTER | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2714 KNIGHT CHAPEL ROAD | AddressLine1Txt |
| City | FOUNTAIN INN | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29644 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $811,767 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $811,767 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,296 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,083 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $490,654 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RENTAL INCOME | Desc |
| Related Or Exempt Function Incm | $52,500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $818,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $870,533 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PROGRAM RENTAL INCOME AT BELOW FAIR MARKET VALUE TO A PUBLIC CHARITY | RelationshipStatementTxt |
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 Person | HASMUKH P RAMA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 POINTE CIRCLE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,856,275 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES AND PROPERTY SUPPLIES | NoncashPropertyDesc |
| Fair Market Value | $1,854,471 | FairMarketValueAmt |
| Received | 2024-11-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND | $85,919 | $105,537 |
| ADVANCED MICRO DEVICES INC | $249,665 | $362,370 |
| ALPHABET INC | $374,876 | $1,691,107 |
| APPLE INC | $549,069 | $3,914,065 |
| ARM HOLDINGS PLC | $39,831 | $87,586 |
| ASTRAZENECA PLC | $126,482 | $285,012 |
| BERKSHIRE HATHAWAY INC | $157,476 | $453,280 |
| BOEING COMPANY | $66,909 | $88,500 |
| BROADCOM INC | $113,677 | $515,844 |
| CHEVRON CORP | $121,758 | $144,840 |
| CONSTELLATION ENERGY | $425,023 | $447,420 |
| CROWDSTRIKE HLDGS | $74,605 | $171,080 |
| DR HORTON INC | $226,988 | $293,622 |
| EXXON MOBIL CORP | $216,871 | $430,280 |
| GE AEROSPACE | $43,237 | $208,488 |
| GE VERNOVA LLC | $10,970 | $102,626 |
| HDFC BANK LTD ADR | $91,150 | $171,145 |
| ICICI BANK LTD SPON ADR | $70,636 | $179,160 |
| INFOSYS LTD SPON ADR | $83,849 | $131,520 |
| INTUITIVE SURGICAL INC | $150,181 | $417,568 |
| JP MORGAN CHASE | $115,234 | $315,938 |
| LARSEN & TOUBRO LTD SHS | $38,735 | $134,190 |
| LENNAR CORP | $172,061 | $136,370 |
| LILLY ELI & CO | $175,596 | $231,600 |
| LOCKHEED MARTIN CORP | $227,873 | $388,752 |
| MADRIGAL PHARMACEUTICALS | $128,362 | $154,285 |
| MARRIOTT INTL INC | $85,325 | $278,940 |
| MARVELL TECHNOLOGY | $155,840 | $276,125 |
| MERCK & CO INC | $156,004 | $282,523 |
| META PLATFORMS INC | $341,690 | $878,265 |
| MICRON TECHNOLOGY INC | $113,838 | $168,320 |
| MICROSOFT CORP | $489,604 | $2,333,003 |
| MICROSTRATEGY INC | $147,376 | $289,620 |
| NORTHROP GRUMMAN CORP | $151,976 | $136,094 |
| NVIDIA CORP | $403,853 | $4,979,473 |
| ON HLDG AG CL | $15,100 | $27,385 |
| PALO ALTO NETWORKS | $261,936 | $363,920 |
| PHILLIPS 66 | $195,787 | $284,825 |
| PNC FINANCIAL SERVICES GROUP | $123,130 | $192,850 |
| QUANTA SERVICES INC | $285,570 | $316,050 |
| RTX CORP | $135,039 | $231,440 |
| SIMON PPTY GROUP INC | $178,030 | $430,525 |
| TAIWAN SEMICONDUCTOR MFG | $51,669 | $59,247 |
| TARGET CORP | $110,588 | $135,180 |
| TESLA INC | $291,246 | $484,608 |
| THERMO FISHER SCIENTIFIC | $110,423 | $104,046 |
| TOLL BROTHERS INC | $136,917 | $125,950 |
| TRUIST FINL CORP | $155,981 | $173,520 |
| VERTIVE HLDG CO | $39,687 | $56,805 |
| VISA INC | $137,028 | $316,040 |
| VISTRA CORP | $74,594 | $137,870 |
| WALMART INC | $136,957 | $271,050 |
| WELLS FARGO & CO | $25,375 | $70,240 |
| ZOETIS INC | $92,361 | $285,942 |
| ZSCALER INC | $95,348 | $90,205 |
| AMAZON.COM | $679,787 | $2,303,595 |
| AMGEN INC | $182,590 | $260,640 |
| AMNEAL PHARMACEUTICALS | $136,380 | $118,800 |
| TOUCHMARK | $402,000 | $402,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT OF STOCK CONTRIBUTED | Desc |
| Amt | $795,387 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $5,189 | $73 | $5,116 |
| EQUIPMENT RENTAL | $8,714 | $0 | $8,714 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LITIGATION SETTLEMENT PROCEEDS | $1,083 | $1,083 | $1,083 |
| PROGRAM RENTAL INCOME | $52,500 | $52,500 | $52,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND CONTRIBUTIONS | Desc |
| Amt | $129 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $155,098 | $155,098 | $0 |
| OTHER PROFESSIONAL FEES | $13,279 | $0 | $13,279 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,076 | $1,076 | $0 |
| PROPERTY TAX | $1,848 | $0 | $1,848 |