2025-10-28T14:17:34-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 401 EAST JACKSON ST SUITE 1200 TAMPA FL 33602 990PF 2024-01-01 453772669 HASMUKH AND GITA RAMA FOUNDATION HASM 8642329944 60 POINTE CIRCLE GREENVILLE SC 29615 HASMUKH P RAMA TRUSTEE 8642329944 2025-10-22 1 1 MELANIE MCPEAK P01346034 8132511010 2024 2025-03-06 01:10:19Z X 36876490 X 2859700 326296 326296 490654 2606541 490654 53583 53583 3730233 870533 0 0 0 22715 0 22715 2022 0 2022 168377 155098 13279 2924 1076 1848 52159 0 52159 13903 73 13830 262100 156247 105853 811767 811767 1073867 156247 917620 2656366 714286 2178988 161862 161862 1073427 2352347 2352347 8967500 10236062 28427281 5706104 3751213 5706104 5935000 15971128 18456375 36876490 9636 3289 1856490 2486976 1866126 2490265 X 0 0 0 0 14105002 15966110 14105002 15966110 15971128 18456375 14105002 2656366 129 16761497 795387 15966110 PUBLICLY TRADED SECURITIES 2604931 2115887 489044 489044 CAPITAL GAINS DIVIDENDS P 1610 1610 1610 490654 9929 0 9929 0 9929 964 0 11000 0 11964 0 2035 2035 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 1 0 0 0 0 1 N/A HASMUKH P RAMA 8642329944 306 HUNTINGTON ROAD GREENVILLE SC 29615 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 UBS FINANCIAL SERVICES 6100 FAIRVIEW RD 9TH FL CHARLOTTE NC 282103277 INVESTMENT MANAGEMENT 155098 0 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. 50400 0 24316808 2421420 0 26738228 0 0 26738228 401073 26337155 1316858 1316858 9929 9929 1306929 0 1306929 0 1306929 917620 0 1871146 2788766 1306929 791017 0 0 2788766 791017 0 0 1306929 690820 0 0 690820 0 0 0 0 0 0 0 690820 690820 HASMUKH P RAMA X SRI AUROBINDO INTEGRAL LIFE CENTER 2714 KNIGHT CHAPEL ROAD FOUNTAIN INN SC 29644 NONE PC GENERAL OPERATING SUPPORT 811767 811767 0 14 326296 18 1083 18 490654 PROGRAM RENTAL INCOME 52500 0 818033 52500 870533 11A PROGRAM RENTAL INCOME AT BELOW FAIR MARKET VALUE TO A PUBLIC CHARITY 0 0 0 0 0 0 0 0 0 0 X X 1 HASMUKH P RAMA 60 POINTE CIRCLE GREENVILLE SC 29615 2856275 X X 1 MARKETABLE SECURITIES AND PROPERTY SUPPLIES 1854471 2024-11-06 ACCENTURE PLC IRELAND 85919 105537 ADVANCED MICRO DEVICES INC 249665 362370 ALPHABET INC 374876 1691107 APPLE INC 549069 3914065 ARM HOLDINGS PLC 39831 87586 ASTRAZENECA PLC 126482 285012 BERKSHIRE HATHAWAY INC 157476 453280 BOEING COMPANY 66909 88500 BROADCOM INC 113677 515844 CHEVRON CORP 121758 144840 CONSTELLATION ENERGY 425023 447420 CROWDSTRIKE HLDGS 74605 171080 DR HORTON INC 226988 293622 EXXON MOBIL CORP 216871 430280 GE AEROSPACE 43237 208488 GE VERNOVA LLC 10970 102626 HDFC BANK LTD ADR 91150 171145 ICICI BANK LTD SPON ADR 70636 179160 INFOSYS LTD SPON ADR 83849 131520 INTUITIVE SURGICAL INC 150181 417568 JP MORGAN CHASE 115234 315938 LARSEN & TOUBRO LTD SHS 38735 134190 LENNAR CORP 172061 136370 LILLY ELI & CO 175596 231600 LOCKHEED MARTIN CORP 227873 388752 MADRIGAL PHARMACEUTICALS 128362 154285 MARRIOTT INTL INC 85325 278940 MARVELL TECHNOLOGY 155840 276125 MERCK & CO INC 156004 282523 META PLATFORMS INC 341690 878265 MICRON TECHNOLOGY INC 113838 168320 MICROSOFT CORP 489604 2333003 MICROSTRATEGY INC 147376 289620 NORTHROP GRUMMAN CORP 151976 136094 NVIDIA CORP 403853 4979473 ON HLDG AG CL 15100 27385 PALO ALTO NETWORKS 261936 363920 PHILLIPS 66 195787 284825 PNC FINANCIAL SERVICES GROUP 123130 192850 QUANTA SERVICES INC 285570 316050 RTX CORP 135039 231440 SIMON PPTY GROUP INC 178030 430525 TAIWAN SEMICONDUCTOR MFG 51669 59247 TARGET CORP 110588 135180 TESLA INC 291246 484608 THERMO FISHER SCIENTIFIC 110423 104046 TOLL BROTHERS INC 136917 125950 TRUIST FINL CORP 155981 173520 VERTIVE HLDG CO 39687 56805 VISA INC 137028 316040 VISTRA CORP 74594 137870 WALMART INC 136957 271050 WELLS FARGO & CO 25375 70240 ZOETIS INC 92361 285942 ZSCALER INC 95348 90205 AMAZON.COM 679787 2303595 AMGEN INC 182590 260640 AMNEAL PHARMACEUTICALS 136380 118800 TOUCHMARK 402000 402000 BASIS ADJUSTMENT OF STOCK CONTRIBUTED 795387 OFFICE EXPENSE 5189 73 5116 EQUIPMENT RENTAL 8714 0 8714 LITIGATION SETTLEMENT PROCEEDS 1083 1083 1083 PROGRAM RENTAL INCOME 52500 52500 52500 IN-KIND CONTRIBUTIONS 129 INVESTMENT FEES 155098 155098 0 OTHER PROFESSIONAL FEES 13279 0 13279 FOREIGN TAX 1076 1076 0 PROPERTY TAX 1848 0 1848