ANITA BHATIA FOUNDATION FOR TOMORROW INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ANITA BHATIA FOUNDATION FOR TOMORROW INC (EIN 20-5345499)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-03
IRS object ID
201300939349100600
Schema version
2012v2.1
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)
Timestamp2013-04-03T10:30:36-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1700 NORTH PEARL ST SUITE 2000AddressLine1
CityDALLASCity
StateTXState
ZIP Code75201ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205345499EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RAMESH & KALPANA BHATIA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% RAMESH BHATIAInCareOfName
Name ControlRAMENameControl
Phone2149691508Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line17101 ATCO DRIVEAddressLine1
Address Line2SuiteAddressLine2
CityFORT WORTHCity
StateTXState
ZIP Code76118ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRAMESH BHATIAName
TitleDIRECTORTitle
Phone2149691508Phone
Date Signed2013-04-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePaul Trepagnier CPAName
Phone2149697007Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY40902FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1TotalRevenueAndExpenses
Total Net Investment Income1TotalNetInvestmentIncome
Other Expenses Rev And Expnss44OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm44OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss44TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm44TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5975ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5975ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6019TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm44TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5975TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-6018ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY46920SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY40902SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV40902SavingsAndTempCashInvstEOYFMV
Total Assets BOY46920TotalAssetsBOY
Total Assets EOY40902TotalAssetsEOY
Total Assets EOYFMV40902TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY46920RetainedEarningsBOY
Retained Earnings EOY40902RetainedEarningsEOY
Total Net Assets BOY46920TotalNetAssetsBOY
Total Net Assets EOY40902TotalNetAssetsEOY
Total Liabilities Net Assets BOY46920TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY40902TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY46920TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-6018ExcessOfRevenueOverExpenses
Subtotal40902Subtotal
Total Net Assets Fund Balances EOY40902TotalNetAssetsFundBalancesEOY
FieldValueIRS element (for citing)
Capital Gains And LossesCapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year110450QualifyingDistributionsYear1
Noncharitable Assets Year127660NoncharitableAssetsYear1
Distribution Ratio Year10.377802DistributionRatioYear1
Qualifying Distributions Year23830QualifyingDistributionsYear2
Noncharitable Assets Year28043NoncharitableAssetsYear2
Distribution Ratio Year20.47619DistributionRatioYear2
Qualifying Distributions Year35270QualifyingDistributionsYear3
Noncharitable Assets Year310789NoncharitableAssetsYear3
Distribution Ratio Year30.48846DistributionRatioYear3
Qualifying Distributions Year431690QualifyingDistributionsYear4
Noncharitable Assets Year429733NoncharitableAssetsYear4
Distribution Ratio Year41.065819DistributionRatioYear4
Qualifying Distributions Year5100000QualifyingDistributionsYear5
Noncharitable Assets Year596310NoncharitableAssetsYear5
Distribution Ratio Year51.038314DistributionRatioYear5
Total Distribution Ratio3.446585TotalDistributionRatio
Average Distribution Ratio0.689317AverageDistributionRatio
Net Noncharitable Assets43253NetNoncharitableAssets
Adjusted Noncharitable Assets29815AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One29815AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5975QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Subtotal0Subtotal
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1RAMESH BHATIABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number2149691508BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1301 CHAPELWOOD DRIVEAddressLine1
CityCOLLEYVILLECity
StateTXState
ZIP Code76043ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
RAMESH BHATIA
7101 ATCO DRIVEFORT WORTHTX76118DIRECTOR0.250
KALPANA BHATIA
7101 ATCO DRIVEFORT WORTHTX76118DIRECTOR0.250
NIRAJ BHATIA
7101 ATCO DRIVEFORT WORTHTX76118DIRECTOR0.250
ANITA BHATIA SMITH
7101 ATCO DRIVEFORT WORTHTX76118DIRECTOR0.250

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE ONLY CHARITABLE ACTIVITY DURING THE TAX YEAR WAS THE DIRECT CONTRIBUTIONS TO CHARITABLE ORGANIZATIONSDescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances43912AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets43912TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets43912AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable659CashDeemedCharitable
Net Noncharitable Assets43253NetNoncharitableAssets
Minimum Investment Return2163MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return2163MinimumInvestmentReturn
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Tax0TotalTax
Distributable Amount Before Adj2163DistributableAmountBeforeAdj
Distributable Amount Before Ded2163DistributableAmountBeforeDed
Distributable Amount As Adjusted2163DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5975ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions5975QualifyingDistributions
Adj Qualifying Distributions5975AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted2163DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Excess Distri Carryover Year595184ExcessDistriCarryoverYear5
Excess Distri Carryover Year430223ExcessDistriCarryoverYear4
Excess Distri Carryover Year34731ExcessDistriCarryoverYear3
Excess Distri Carryover Year23428ExcessDistriCarryoverYear2
Excess Distri Carryover Year19067ExcessDistriCarryoverYear1
Total Excess Distri Carryover142633TotalExcessDistriCarryover
Qualifying Distributions5975QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year2163AppliedToCurrentYear
Remaining Distri From Corpus3812RemainingDistriFromCorpus
Total Corpus146445TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year595184ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year51261ExcessDistriCyovToNextYear
Excess From Year430223ExcessFromYear4
Excess From Year34731ExcessFromYear3
Excess From Year23428ExcessFromYear2
Excess From Year19067ExcessFromYear1
Excess From Current Year3812ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRAMESH KALPANA BHATIAContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient Nameramesh kalpana bhatiaRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17101 atco driveAddressLine1
Cityft worthCity
StateTXState
ZIP Code76118ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8175952894RecipientPhoneNumber
Form And Info And MaterialsN/AFormAndInfoAndMaterials
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINESSubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
EASTER SEALS
1424 HemphillFort WorthTX76104NONEPUBLIC CHARITYCHARITABLE / GENERAL SUPPORT$75
Dallas India Lions Club
7101 ATCO DRIVEFORT WORTHTX76118NONEPUBLIC CHARITYCHARITABLE - GENERAL SUPPORT$650
Ekal Vidyalaya Foundation
3908 Westhollow PkwyHoustonTX77082NONEPUBLIC CHARITYCHARITABLE / GENERAL SUPPORT$3,650
Cedar Creek Church
334 West Mason StMabankTX75147nonePUBLIC CHARITYCHARITABLE / GENERAL SUPPORT$800
Spirit Horse
7101 ATCO DRIVEFORT WORTHTX76118NONEPUBLIC CHARITYCHARITABLE / GENERAL SUPPORT$500
Meals on Wheels
7101 ATCO DRIVEFORT WORTHTX76118NONEPUBLIC CHARITYCHARITABLE / GENERAL SUPPORT$300
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5975TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1ExclusionAmount
FieldValueIRS element (for citing)
Dividends And Int From Sec Part VIIDividendsAndIntFromSecPartVII
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII
Gain Sales Assets Oth Than InvntryGainSalesAssetsOthThanInvntry
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA1TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books44RevenueAndExpensesPerBooks
Net Investment Income44NetInvestmentIncome

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