MOTWANI JADEJA FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MOTWANI JADEJA FAMILY FOUNDATION (EIN 46-2186408)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-21
- IRS object ID
- 202622339349100557
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-21T13:47:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465555252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Build Advisory | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30700 Russell Ranch Rd Ste 250 | AddressLine1Txt |
| City | Westlake Village | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913626399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462186408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Motwani Jadeja Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOTW | BusinessNameControlTxt |
| Phone | 6505176933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 Delaware Ave Suite 940 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Asha Jadeja | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3022912530 | PhoneNum |
| Signature | 2026-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Hancock CRTP | PreparerPersonNm |
| PTIN | P00857085 | PTIN |
| Phone | 8056609263 | PhoneNum |
| Preparation | 2026-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,348,918 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $405,114 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,733 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,733 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $374,738 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $374,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $249,593 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $249,593 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,031,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,471 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $251,326 | 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 | $14,433 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,315 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,315 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,705 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,429 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,429 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,504,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,378,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$473,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,471 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $251,326 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,026,748 | CashBOYAmt |
| Cash EOY | $21,903 | CashEOYAmt |
| Cash EOYFMV | $21,903 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $51,996 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $51,996 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $51,996 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $772,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $255,747 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,207,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,019,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,019,101 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,069,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,348,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,348,918 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,400 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,400 | 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 | $4,069,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,347,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,069,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,347,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,069,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,348,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,069,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$473,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,595,604 | SubtotalAmt |
| Other Decreases | $248,086 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,347,518 | 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 |
|---|---|---|---|---|---|---|
| 500 sh GOOG | 2025-01-07 | 2025-01-17 | $98,572 | $5,518 | $93,054 | $93,054 |
| 165 sh GOOG | 2025-01-07 | 2025-02-03 | $33,750 | $1,821 | $31,929 | $31,929 |
| 530 sh GOOG | 2025-01-07 | 2025-02-06 | $101,121 | $5,850 | $95,271 | $95,271 |
| 355 sh GOOG | 2025-01-07 | 2025-02-21 | $64,715 | $3,918 | $60,797 | $60,797 |
| 565 sh GOOG | 2025-02-02 | 2025-02-26 | $99,923 | $6,236 | $93,687 | $93,687 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,738 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $374,738 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $267 | EsPenaltyAmt |
| Tax Due | $5,500 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | mjf.world | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6505176933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 Delaware Ave Suite 940 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Asha Jadeja | ||||||||
| 1207 Delaware Ave Suite 940 | Wilmington | DE | 19806 | President | 30.00 | $0 | $0 | $0 |
| Naitra Jadeja | ||||||||
| 1207 Delaware Ave Suite 940 | Wilmington | DE | 19806 | Vice President | 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 |
| 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 | The Rajeev Circle Fellowship mentors and empowers young entrepreneurs from the developing world and links them closely to Silicon Valley. | Description1Txt |
| Expenses1 | $99,100 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | General Catalyst - a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and solve some of the most challenging problems. | Description1Txt |
| Expenses1 | $203,041 | Expenses1Amt |
| Description2 | Climactic LP - to invest in savvy enterprise and mobility climate tech founders who are open, self-aware, hungry for impact and craving growth and raising early stage funding. | Description2Txt |
| Expenses2 | $80,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $88,507 | AllOtherProgramRltdInvstTotAmt |
| Total | $371,548 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $425,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,929,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,407,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,407,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,356,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,233 | TotalTaxAmt |
| Distributable Before Adj | $162,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,378,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $371,548 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,750,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $470,664 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $237,806 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $413,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $562,794 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,588,547 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,272,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,750,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,587,688 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,860,608 | 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 | $470,664 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,389,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $237,806 | ExcessFromYear4Amt |
| Excess From Year3 | $413,109 | ExcessFromYear3Amt |
| Excess From Year2 | $562,794 | ExcessFromYear2Amt |
| Excess From Year1 | $1,588,547 | ExcessFromYear1Amt |
| Excess From Current Year | $1,587,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Center for a New American Security | ||||||||||||||
| 1701 Pennsylvania Avenue NW Suite | 700 | Washington | DC | 20006 | PC | Charitable operations, defense policy program | $25,000 | |||||||
| Nehru Foundation for Development Centre for Environment Education | ||||||||||||||
| PC | Charitable operations, environmental policy and education | $31,000 | Sargam Marg Thaltej Tekra | Ahmedabad | Gujarat | IN | ||||||||
| Foundation of Arts for Social Change in India | ||||||||||||||
| PC | Charitable operations, arts and education | $30,000 | INNOV8 CP2 44 Backary Portion 2nd | New Delhi | Delhi | IN | Floor Regal Building Connaught Plac | 110001 | ||||||
| Pacific Forum | ||||||||||||||
| 1003 Bishop St Pauahi Tower STE | 1150 | Honolulu | HI | 96813 | PC | Charitable operations, foreign policy research | $59,700 | |||||||
| Fellowship - Paul S Kapur | ||||||||||||||
| 400 Summit Springs Rd | Woodside | CA | 94301 | I | Foreign policy research and writing | $25,000 | None | |||||||
| Rajiv Circle Fellowship - various i | ||||||||||||||
| 1207 Delaware Avenue Suite 940 | Wilmington | DE | 19806 | I | Direct charitable and educational program | $49,100 | None | |||||||
| Prostate Cancer Foundation | ||||||||||||||
| 1250 Fourth St | Santa Monica | CA | 90401 | PC | Charitable operations, cancer research | $25,000 | ||||||||
| Second Harvest of Silicon Valley | ||||||||||||||
| 4001 North First Street | Concord | CA | 95134 | PC | Charitable operations; food distribution to people in need. | $50,000 | ||||||||
| TIE Silicon Valley | ||||||||||||||
| 480 S California Ave STE 201 | Palo Alto | CA | 94306 | PC | Direct charitable and educational program, Rajiv Circle Fellowship | $50,000 | ||||||||
| Motwani Jadeja Global Foundation | ||||||||||||||
| 1207 Delaware Avenue Suite 940 | Wilmington | DE | 19806 | PF | To support and sponsor charitable activities. | $502,316 | Related 501(c)(3) Private Foundation | |||||||
| Motwani Jadeja Global Foundation | ||||||||||||||
| 1207 Delaware Avenue Suite 940 | Wilmington | DE | 19806 | PF | To support and sponsor of charitable programs. | $503,313 | Related 501(c)(3) Private Foundation | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,429 | 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 | $1,733 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $374,738 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous income | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $626,064 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $626,064 | TotalIncomeProducingActyAmt |
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 | Motwani Jadeja Survivor's Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 California St Ste 2100 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $405,114 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,550 sh ALPHABET INC-CL C | $304,901 | 2025-01-07 |
| 1 | Publicly-traded securities | $100,213 | 2025-02-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping and tax preparation | CategoryTxt |
| Amt | $14,433 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Early-stage healthcare and AI investments to encourage global entrepreneurship and environmental preservation. | Desc |
| Amt | $88,507 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Fund investments | AT COST | $205,000 | $205,000 |
| Program-related investments | AT COST | $2,603,551 | $2,603,551 |
| Artwork | AT COST | $157,104 | $157,104 |
| Miscellaneous | AT COST | $53,446 | $53,446 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in investment value | Desc |
| Amt | $248,086 | Amt |
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 |
|---|---|---|---|---|
| Advertising and marketing | $5,300 | $0 | $0 | $5,300 |
| Insurance | $6,112 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Change in investment value | $248,086 | $0 | $248,086 |
| Miscellaneous income | $1,507 | $1,507 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Motwani Jadeja Global Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | Related foundation | InsiderRelationshipTxt |
| Loan Original | $76,996 | LoanOriginalAmt |
| Balance Due | $51,996 | BalanceDueAmt |
| Note | 2025-08 | NoteDt |
| Loan Maturity | 2027-08 | LoanMaturityDt |
| Repayment Terms | Interest compounded monthly | RepaymentTermsTxt |
| Interest | 3.990000000000 | InterestRt |
| Loan Purpose | Charitable operations | LoanPurposeTxt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Communication and social media | $13,932 | $0 | $0 | $0 |
| Management consulting | $68,424 | $0 | $0 | $0 |
| Website management | $7,875 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Internal Revenue Service | CategoryTxt |
| Amt | $15,343 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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