SSS FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SSS FOUNDATION INC (EIN 32-0314794)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349104536
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T17:54:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592921780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELLS HOUSER & SCHATZEL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVE NAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337022406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320314794EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SSS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSSSFBusinessNameControlTxt
Phone7275781040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVENUE NORTHAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER C SCHATZELPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7275781040PhoneNum
Signature2025-11-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER C SCHATZELPreparerPersonNm
PTINP00430290PTIN
Phone7275781040PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,285,286FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,469,842ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$195,170InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$195,170InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,283NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$387,542GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,283CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,691,215TotalRevAndExpnssAmt
Total Net Invst Incm$221,373TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,929AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$176TaxesRevAndExpnssAmt
Taxes Net Invst Incm$176TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,686OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,036OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$13,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,133,305ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,133,305ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,147,096TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,212TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,133,305TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$544,119ExcessRevenueOverExpensesAmt
Net Investment Income$212,161NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,530,839CashBOYAmt
Cash EOY$871,062CashEOYAmt
Cash EOYFMV$871,062CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,106,240SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$451,037SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$451,037SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$200AcctRcvblAmt
Acct Rcvbl BOY$200AcctRcvblBOYAmt
Acct Rcvbl EOY$200AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$200AcctRcvblEOYFMVAmt
US Government Obligations EOY$43,616USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$41,771USGovtObligationsEOYFMVAmt
Corporate Stock BOY$49,852CorporateStockBOYAmt
Corporate Stock EOY$4,756,958CorporateStockEOYAmt
Corporate Stock EOYFMV$4,813,598CorporateStockEOYFMVAmt
Corporate Bonds EOY$99,720CorporateBondsEOYAmt
Corporate Bonds EOYFMV$98,961CorporateBondsEOYFMVAmt
Other Assets EOY$8,657OtherAssetsEOYAmt
Other Assets EOYFMV$8,657OtherAssetsEOYFMVAmt
Total Assets BOY$5,687,131TotalAssetsBOYAmt
Total Assets EOY$6,231,250TotalAssetsEOYAmt
Total Assets EOYFMV$6,285,286TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,687,131NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,231,250NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,687,131TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,231,250TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,687,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,231,250TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,687,131TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$544,119ExcessRevenueOverExpensesAmt
Subtotal$6,231,250SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,231,250TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ASML HOLDING NVP2024-06-062024-12-09$70,974$104,010-$33,036-$33,036
ELI LILLY & CO.P2024-07-062024-12-09$81,474$80,500$974$974
PFIZER, INC PFEP2024-06-062024-12-09$129,115$146,897-$17,782-$17,782
JOHNSON & JOHNSOND2019-07-012024-12-09$105,979$49,852$56,127$56,127
FieldValueIRS element (for citing)
Capital Gain Net Income$6,283CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,949InvestmentIncomeExciseTaxAmt
Subtotal$2,949SubtotalAmt
Tax Based On Investment Income$2,949TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$3,011TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER C SCHATZELIndividualWithBooksNm
Phone7275781040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVENUE NORTHAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337022406ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAYAPRAKASH K KAMATH
500 94TH AVENUE NORTHST PETERSBURGFL337022406PRESIDENT0.50$0$0$0
GEETHA J KAMATH
500 94TH AVENUE NORTHST PETERSBURGFL337022406SECRETARY0.75$0$0$0
PETER C SCHATZEL
500 94TH AVENUE NST PETERSBURGFL337022406TREASURER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,979,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,381,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,857FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,369,080TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,369,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$80,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,288,544NetVlNoncharitableAssetsAmt
Minimum Investment Return$264,427MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$264,427MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,949TaxBasedOnInvestmentIncomeAmt
Total Tax$2,949TotalTaxAmt
Distributable Before Adj$261,478DistributableBeforeAdjAmt
Distributable Before Ded$261,478DistributableBeforeDedAmt
Distributable As Adjusted$261,478DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,133,305ExpensesAndContributionsAmt
Qualifying Distributions$1,133,305QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$261,478DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$877,633ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$436,536ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,161,436ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$875,667ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$898,657ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,249,929TotalExcessDistributionCyovAmt
Qualifying Distributions$1,133,305QualifyingDistributionsAmt
Applied To Current Year$261,478AppliedToCurrentYearAmt
Remaining Distri From Corpus$871,827RemainingDistriFromCorpusAmt
Total Corpus$5,121,756TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$877,633ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,244,123ExcessDistriCyovToNextYrAmt
Excess From Year4$436,536ExcessFromYear4Amt
Excess From Year3$1,161,436ExcessFromYear3Amt
Excess From Year2$875,667ExcessFromYear2Amt
Excess From Year1$898,657ExcessFromYear1Amt
Excess From Current Year$871,827ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAYAPRAKASH K AND GEETHA J KAMATHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER SCHATZELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVENUE NORTHAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33072ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7275781040RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION USES A STANDARD GRANT APPLICATION FORM. THE APPLICATION FORM INCLUDES ALL INFORMATION ABOUT THE CHARITABLE ORGANIZATION NECESSARY FOR THE FOUNDATION'S CONSIDERATION. HOWEVER, THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATION REQUESTS.FormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
SOLUTIONS FOR CHANGE
722 W CALIFORNIA AVENUEVISTACA92083NONE509(A)(1)HELP HOMELESS CHILDREN AND FAMILIES$1,000
DHAMMA WHEEL MEDITATION
1518 SOUTH HAVEN DRIVECLEARWATERFL33764NONE509(A)(1)OPERATING PURPOSES$5,000SOCIETY
ST VINCENT DE PAUL CARES
381 15TH STREET NST PETERSBURGFL33705NONE509(A)(1)MEALS AND REST ROOMS FOR HOMELESS$3,700
HINDU TEMPLE OF FLORIDA
5509 LYNN ROADTAMPAFL33624NONE509(A)1RELIGIOUS WORSHIP AND PROMOTE PEACE$1,000
SRI SATHYA SAI GLOBAL FOUNDATION
5716 STONE SCHOOL LANEFREDERICKMD21704NONE509(A)(1)HUMANITARIAN PROJECTS$5,000
MYSORE MEDICAL COLLEGE GRAD ASSN
17395 TRAMONTO DRIVEPACIFIC PALISADESCA90272NONE509(A)(1)ENCOURAGE MENTORSHIP AND RESEARCH$5,500
HOMELESS EMPOWERMENT PROGRAM
1120 N BETTY LANECLEARWATERFL33755NONE509(A)(1)PROVIDE SERVICES TO UPLIFT HOMELESS$3,000
SRI SATHYA SAI CENTRAL TRUST
PRASANTHI NILAYAMINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$300,000ANANTAPUR DT AP
SRI SATHYA SAI CENTRAL TRUST
PRASANTHI NILAYAMINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$350,000ANANTAPUR DT AP
SRI SATHYA SAI CENTRAL TRUST
PRASANTHI NILAYAMINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$300,300ANANTAPUR DT AP
ISHWARAMBA TRUST
4 CROSS ROAD GANDHINAGARINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$5,050MANGALORE KARNATAKA
ISHWARAMBA TRUST
4 CROSS ROAD GANDHINAGARINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$10,050MANGALORE KARNATAKA
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODA POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,050BANGALORE KARNATAKA
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODA POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$5,050BANGALORE KARNATAKA
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODA POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$50,050BANGALORE KARNATAKA
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODA POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$25,030BANGALORE KARNATAKA
CANARA HIGH SCHOOL
AMMEMBAL SUBBA RAO PAI RDINDIAFL33702NONERPROC 92-94SEE ATTACHED REV PRO92-94 STATEMENT$2,500MANGALORE KARNATAKA
JSS MEDICAL COLLEGE
NAGARE BANNIMANTAPINDIAFL33702NONE92-94SEE ATTACHED REV PROC92-94 STATEMENT$41,025MYSURU KARNATAKA
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,133,305TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$195,170ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,920ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$6,283ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$221,373ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$221,373TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAYAPRAKASH K AND GEETHA J KAMATHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12487 FOGGY CREEK CIRCLEAddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33764ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,469,842TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED COMMON STOCKSNoncashPropertyDesc
Fair Market Value$1,005,354FairMarketValueAmt
Received2024-12-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEES INCOME TAX PREP.CategoryTxt
Amt$3,929Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDS AND FIXED INCOME OB.BondNm
EOY Book Value$99,720EOYBookValueAmt
EOYFMV$98,961EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JOHNSON & JOHNSON
FIDELITY INVESTMENTS ACCT. 702311$4,756,958$4,813,598

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$38,848USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$37,025USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$4,768StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,746StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$8,657EOYBookValueAmt
EOYFMV$8,657EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$554
FINANCIAL ADVISOR$9,036$9,036
CHECK PRINTING EXPENSE$96

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2022 EXCISE TAX PAID ON INVEST.$127$127
FOREIGN TAX WITHHELD ON DIVIDEND$49$49

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.