THE VASANT AND PRABHA RATHI FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE VASANT AND PRABHA RATHI FOUNDATION (EIN 81-3878588)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202411169349101201
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T09:45:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813878588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Vasant and Prabha Rathi Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VASA | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VASANT RATHI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VASANT | PersonFirstNm |
| Person Last | RATHI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,048,558 | 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 | $946,275 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,176 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,176 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $453,799 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,413,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $616,472 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $943 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $943 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,660,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $877,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $164,801 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,801 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,054 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50,587 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,443 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $231,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $873,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $873,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,104,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $923,793 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $556,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $710,230 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $686,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $644,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $644,934 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $182,527 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $669,275 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $689,133 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,467,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,682,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,458,081 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $389,293 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $259,944 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $256,410 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,725,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,257,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,048,558 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $168,090 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $143,348 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $168,090 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $143,348 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,557,486 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,113,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,557,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,113,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,725,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,257,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,557,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $556,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,113,654 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,113,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,413,969 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,797,497 | CostOrOtherBasisAmt |
| Gain Or Loss | $616,472 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $616,472 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $616,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,872 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,872 | SubtotalAmt |
| Tax Based On Investment Income | $9,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $722 | OverpaymentAmt |
| Applied To ES Tax | $722 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vasant Rathi | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services | |||||
| 251 South Lake Avenue 10th Floor | PASADENA | CA | 91101 | Investment MGMT | $130,214 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $50,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,702,583 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $806,016 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,508,599 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,508,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,200,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,010,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,010,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,872 | TotalTaxAmt |
| Distributable Before Adj | $1,000,177 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,000,177 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,000,177 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $923,793 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $923,793 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,000,177 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $916,846 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $923,793 | QualifyingDistributionsAmt |
| Applied To Year1 | $916,846 | AppliedToYear1Amt |
| Applied To Current Year | $6,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $993,230 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Vasant Rathi | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION USA | |||||||
| 6800 OWENSMOUTH AVE STE 230 | CANOGA PARK | CA | 91303 | N/A | PC | General & Unrestricted | $25,000 |
| ALL WORLD GAYATRI PARIWAR U S A | |||||||
| 2446 W ORANGE AVE | ANAHEIM | CA | 92804 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN HINDU FEDERATION | |||||||
| 29 PLUMERIA | IRVINE | CA | 92620 | N/A | PC | General & Unrestricted | $1,000 |
| ART OF LIVING FOUNDATION | |||||||
| 2401 15TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | Charitable Event | $100,000 |
| DESI INDIAN YOUTH ASSOCIATION INC | |||||||
| 20011 GLEN PL | YORBA LINDA | CA | 92886 | N/A | PC | Scholarship fund and Social Purpose | $6,000 |
| DIVINE ART OF YOGA CENTER | |||||||
| PO BOX 4610 | DIAMOND BAR | CA | 91765 | N/A | PC | Construction of Yoga Center | $50,000 |
| EKAL VIDYALAYA FOUNDATION OF USA INC | |||||||
| PO BOX 821369 | HOUSTON | TX | 77282 | N/A | PC | General & Unrestricted | $50,000 |
| HINDU AMERICAN FOUNDATION | |||||||
| 910 17TH ST NW STE 315 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $25,000 |
| HINDU UNIVERSITY OF AMERICA INC | |||||||
| 5200 VINELAND RD STE 125 | ORLANDO | FL | 32811 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS OF | |||||||
| 3764 WATSEKA AVE | LOS ANGELES | CA | 90034 | N/A | PC | General & Unrestricted | $10,000 |
| JAGADGURU KRIPALUJI YOG | |||||||
| 7405 STONEY POINT DR | PLANO | TX | 75025 | N/A | PC | support for excellent work by various volunteers | $5,000 |
| JUPITER 360 FOUNDATION | |||||||
| 6925 ARAGON CIR STE 11 | BUENA PARK | CA | 90620 | N/A | PC | General & Unrestricted | $50,000 |
| KRISHNA BHAKTI SEVA SANGH | |||||||
| 2940 LINDEN DR | NEW BRIGHTON | MN | 55112 | N/A | PC | General & Unrestricted | $5,000 |
| MAGIC BUS USA | |||||||
| 1080 ELDRIDGE PKWY 1150 | HOUSTON | TX | 77077 | N/A | PC | General & Unrestricted | $25,000 |
| MAHESHWARY MAHASABHA OF NORTH AMERICA INC | |||||||
| 1115 GRAND HAMPTONS DR | HERNDON | VA | 20170 | N/A | PC | General & Unrestricted | $1,850 |
| NIRANTARA | |||||||
| 23411 SUMMERFIELD APT 68F | ALISO VIEJO | CA | 92656 | N/A | PC | General & Unrestricted | $5,000 |
| PARAM SHAKTI PEETH OF AMERICA FOUNDATION | |||||||
| 8260 NW 49TH MNR | CORAL SPRINGS | FL | 33067 | N/A | PC | General & Unrestricted | $50,000 |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVE STE 102 | HOUSTON | TX | 77042 | N/A | PC | General & Unrestricted | $25,000 |
| PULMONARY FIBROSIS NOW INC | |||||||
| 4880 MURRIETA ST | CHINO | CA | 91710 | N/A | PC | General & Unrestricted | $180,000 |
| RADHA KRISHNA MANDIR | |||||||
| PO BOX 743 | ARTESIA | CA | 90702 | N/A | PC | General & Unrestricted | $5,000 |
| RAM RAJYA FOUNDATION OF CALIFORNIA | |||||||
| 25373 GENTIAN AVE | MORENO VALLEY | CA | 92551 | N/A | PC | General & Unrestricted | $5,000 |
| SANKARA EYE FOUNDATION USA | |||||||
| 1900 MCCARTHY BLVD STE 302 | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $25,000 |
| SEWA INTERNATIONAL INC | |||||||
| 100 W OAKS MALL | HOUSTON | TX | 77082 | N/A | PC | General & Unrestricted | $25,000 |
| SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE | |||||||
| 1022 N BRADFORD AVE | PLACENTIA | CA | 92870 | N/A | PC | General & Unrestricted | $3,500 |
| SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE | |||||||
| 1022 N BRADFORD AVE | PLACENTIA | CA | 92870 | N/A | PC | Solar Panel fund | $25,000 |
| TOVP FOUNDATION INC | |||||||
| PO BOX 609 | ALACHUA | FL | 32616 | N/A | PC | General & Unrestricted | $36,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0553 | LA JOLLA | CA | 92093 | N/A | PC | General & Unrestricted | $50,000 |
| VOICE OF SPECIALLY ABLED PEOPLE INC | |||||||
| 22734 STAGG ST | WEST HILLS | CA | 91304 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $873,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,176 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $453,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $714,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $714,556 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Rathi Family Trust Dated 11151991 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4880 Murrieta Street | AddressLine1Txt |
| City | Chino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $946,275 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPLE INC AAPL, 5000 sh. | NoncashPropertyDesc |
| Fair Market Value | $946,275 | FairMarketValueAmt |
| Received | 2023-11-30 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEUTSCHE BK AG FR - 3.700% - 0 | $25,080 | $24,727 |
| JOHN DEERE CAPITAL CORP - 2.65 | $99,938 | $98,708 |
| PETROLEOS MEXICANOS NTS - 4.25 | $24,652 | $24,420 |
| QUALCOMM NOTE - 2.900% - 05/20 | $25,153 | $24,761 |
| STATOIL - 2.650% - 01/15/2024 | $25,029 | $24,972 |
| WELLS FARGO - 3.000% - 02/19/2 | $35,005 | $34,228 |
| XEROX CORP CALL - 3.800% - 05/ | $25,087 | $24,594 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $76,484 | $102,590 |
| ADOBE SYSTEMS, INC | $196,789 | $238,640 |
| ADVANCED MICRO DEVICES INC | $8,682 | $15,478 |
| ALIBABA GROUP HOLDING LTD | $241,555 | $116,265 |
| ALPHABET INC CL C | $521,533 | $1,987,112 |
| AMAZON COM | $308,391 | $790,087 |
| AMGEN INC | $211,893 | $310,486 |
| APPLE INC | $2,956,523 | $7,672,127 |
| ARM HOLDINGS PLC | $112,113 | $150,290 |
| AVALONBAY CMNTYS INC | $36,688 | $39,503 |
| BAIDU.COM - ADR | $197,543 | $142,908 |
| BANK OF AMERICA CORP | $558,046 | $798,618 |
| BLACKROCK INC | $11,490 | $16,236 |
| BOEING CO | $237,795 | $314,095 |
| BOOKING HOLDINGS INC | $8,927 | $17,736 |
| BROADCOM INC | $5,590 | $22,325 |
| CELANESE CORPORATION | $18,375 | $25,636 |
| CISCO SYSTEMS INC | $15,863 | $25,765 |
| CITIGROUP INC | $211,525 | $177,211 |
| CVS CAREMARK CORP | $8,106 | $8,686 |
| DANAHER CORP | $289,334 | $325,495 |
| DIAGEO PLC ADS | $18,147 | $19,664 |
| DIAMOND HILL LONG SHORT FD CL | $73,174 | $77,140 |
| EATON CORP PLC | $12,032 | $22,878 |
| ELECTRONIC ARTS | $6,287 | $6,841 |
| ELEVANCE HEALTH INC | $122,875 | $194,754 |
| ELI LILLY & CO | $12,161 | $26,231 |
| FEDEX CORPORATION | $262,334 | $255,247 |
| GENERAC HOLDING INC | $207,285 | $90,468 |
| GOLDMAN SACHS GROUP | $247,202 | $263,867 |
| HONEYWELL INTL | $22,555 | $41,942 |
| INTERPUBLIC GROUP OF COS | $13,079 | $16,810 |
| INVESCO OPTIMUM YIELD DIVERSIF | $60,522 | $65,769 |
| ISHARE SP SMALL CAP 600 INDEX | $174,849 | $243,346 |
| ISHARES DOW JONES US HEALTHCAR | $105,359 | $147,700 |
| ISHARES TR S & P MIDCAP 400 IN | $216,166 | $358,909 |
| JOHCM INTERNATIONAL SELECT FUN | $36,299 | $38,912 |
| JP MORGAN CHASE | $331,760 | $649,782 |
| LAM RESEARCH CORP | $4,160 | $15,665 |
| LAS VEGAS SANDS CORP | $5,556 | $7,382 |
| LOCKHEED MARTIN CORP | $357,857 | $455,959 |
| MANULIFE FIN CORP | $11,995 | $16,796 |
| MASTERCARD INC | $236,816 | $301,116 |
| MERCK & CO INC | $164,009 | $289,775 |
| META PLATFORMS INC | $345,222 | $511,472 |
| MICRON TECHNOLOGY | $164,519 | $155,319 |
| MICROSOFT CORP | $613,283 | $1,303,354 |
| MONDELEZ INTERNATIONAL INC | $15,972 | $21,367 |
| NIKE INC-CL B | $11,924 | $23,343 |
| NOVO NORDISK A S | $55,544 | $207,521 |
| NVIDIA CORP | $109,724 | $544,742 |
| ORGANON & CO | $146,786 | $64,904 |
| PRINCIPAL HIGH YIELD FUND CL R | $10,965 | $11,428 |
| PROCTER GAMBLE CO | $105,964 | $149,471 |
| RAYTHEON TECHNOLOGIES CORP | $15,896 | $14,725 |
| REGIONS FINANCIAL CORP | $6,014 | $7,268 |
| ROBECO BOSTON PARTNERS LONG SH | $65,000 | $53,882 |
| SALESFORCE.COM | $84,627 | $157,884 |
| SUNCOR ENERGY INC | $20,870 | $23,710 |
| SYSCO CORP | $8,254 | $8,044 |
| TARGET CORPORATION | $9,635 | $17,803 |
| THE BLACKSTONE GROUP INC CL A | $11,741 | $26,184 |
| THERMO FISHER SCIENTIFIC INC | $439,623 | $493,635 |
| TORONTO DOMINION | $9,183 | $12,278 |
| TOTALENERGIES SE | $25,166 | $34,027 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $29,560 | $29,167 |
| UNILEVER PLC AMER | $11,575 | $11,635 |
| UNION PACIFIC | $7,906 | $18,422 |
| UNITED PARCEL SERVICE | $11,228 | $10,220 |
| UNITEDHEALTH GROUP INC | $172,590 | $374,320 |
| VANGUARD SF REIT ETF | $55,455 | $59,290 |
| VERALTO CORPORATION | $37,214 | $35,783 |
| VISA INC | $128,247 | $152,044 |
| WASTE MANAGEMENT INC | $17,438 | $20,597 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $669,275 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $689,133 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $50,418 | $50,418 | |
| Bank Charges | $144 | $144 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $943 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $943 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $168,090 | BOYBookValueAmt |
| EOY Book Value | $143,348 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $164,801 | Amt |
| Net Investment Income | $164,801 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $10,600 | |
| 990-PF Excise Tax for 2022 | $3,271 | |
| Foreign Tax Paid | $2,054 | $2,054 |