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DR BHORADE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DR BHORADE FAMILY FOUNDATION (EIN 27-3761233)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202421289349104032
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-07T14:27:05-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341082617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APPLE GROWTH PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1931 N PLUM GROVE RDAddressLine1Txt
CitySCHAUMBURGCityNm
State AbbreviationILStateAbbreviationCd
ZIP60173ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273761233EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DR BHORADE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDRBHBusinessNameControlTxt
Phone6302796127PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 MAY STREETAddressLine1Txt
CityELMHURSTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARUTI S BHORADEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6302796127PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARUTIPersonFirstNm
Person LastBHORADEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER L BIRKETTPreparerPersonNm
PTINP01058933PTIN
Phone8475174300PhoneNum
Preparation2024-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$448,930FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$65InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,292DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,292DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,522NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,190,987GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,522CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,879TotalRevAndExpnssAmt
Total Net Invst Incm$28,879TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$250LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$250LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$205TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$166TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,955TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,916TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$271,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$271,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$273,055TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,016TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$244,176ExcessRevenueOverExpensesAmt
Net Investment Income$28,840NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$82,621SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,132SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,132SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$519,099CorporateStockBOYAmt
Corporate Stock EOY$395,798CorporateStockEOYAmt
Corporate Stock EOYFMV$395,798CorporateStockEOYFMVAmt
Total Assets BOY$601,720TotalAssetsBOYAmt
Total Assets EOY$448,930TotalAssetsEOYAmt
Total Assets EOYFMV$448,930TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$601,720NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$448,930NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$601,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$448,930TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$601,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$448,930TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$601,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$244,176ExcessRevenueOverExpensesAmt
Other Increases$91,386OtherIncreasesAmt
Subtotal$448,930SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$448,930TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDt
175 SHS. SELECT SECTOR HEALTH2023-01-12$23,668$23,514$154$154
350 SHS. AUTO DATA PROCESSING2023-02-06$79,914$85,181-$5,267-$5,267P
25 SHS. TECHNOLOGY SELECT SECTOR2023-02-14$3,495$3,551-$56-$56P2023-02-06
150 SHS. PIONEER NATURAL RES2023-02-27$30,341$33,251-$2,910-$2,910P
200 SHS. WELLS FARGO & CO2023-03-06$9,100$8,309$791$791P
100 SHS. VANGUARD SMALL CAP VALUE2023-03-14$15,847$16,138-$291-$291P2022-11-03
200 SHS. WELLS FARGO & CO2023-03-21$7,575$9,237-$1,662-$1,662P
103.2555 SHS. PIONEER NATURAL RES2023-04-03$20,821$23,516-$2,695-$2,695P
200 SHS. IBM CORP2023-04-21$25,227$26,090-$863-$863P
304.6285 WELLS FARGO & CO2023-04-28$12,169$14,279-$2,110-$2,110P
205.6517 SHS. IBM CORP2023-05-02$25,900$28,365-$2,465-$2,465P
312.3491 SHS. DEVON ENERGY CORP2023-05-16$14,675$21,296-$6,621-$6,621P
200 SHS. ZOETIS INC2023-05-25$34,461$35,109-$648-$648P
100 SHS. PEPSICO2023-05-30$18,375$17,529$846$846P2023-03-17
150 SHS. THE COCA-COLA CO2023-05-30$9,075$9,588-$513-$513P2023-05-16
100 SHS. VANECK SEMICONDUCTOR2023-05-30$14,021$9,553$4,468$4,468P2022-11-03
150 SHS. GE HEALTHCARE TECHNOLOGY2023-06-12$11,650$11,741-$91-$91P2023-05-30
400 SHS. KENVUE INC2023-06-12$9,997$10,411-$414-$414P2023-05-16
500 SHS. BARRICK GOLD CORP2023-06-15$8,412$8,578-$166-$166P2023-05-30
300 SHS. CAMPBELL SOUP CO2023-06-15$13,780$13,982-$202-$202P2023-06-12
300 SHS. VANECK GOLD MINERS ETF2023-06-30$8,779$9,107-$328-$328P2023-05-30
100 SHS. BEST BUY CO INC2023-07-24$8,313$7,136$1,177$1,177P2023-05-30
200 SHS. PULTEGROUP INC2023-07-24$15,543$14,313$1,230$1,230P2023-06-13
1000 SHS. ENERGY TRANSFER LP2023-07-27$13,243$12,835$408$408P2023-05-24
200 SHS. VANECK SEMICONDUCTOR2023-07-27$31,352$19,129$12,223$12,223P
200 SHS. VANECK SEMICONDUCTOR2023-07-31$32,147$19,124$13,023$13,023P
200 SHS. CHEVRON CORP2023-07-31$32,440$34,083-$1,643-$1,643P2023-02-14
200 SHS. CHEVRON CORP2023-08-01$31,713$31,937-$224-$224P
300 SHS. RADNET INC2023-08-15$9,529$9,875-$346-$346P2023-06-28
300 SHS. VANECK SEMICONDUCTOR2023-08-22$43,635$32,430$11,205$11,205P
100 SHS. WALT DISNEY CO2023-08-24$8,555$8,842-$287-$287P2023-08-02
100 SHS. BEST BUY CO INC2023-08-28$7,411$7,135$276$276P2023-05-30
100 SHS. BEST BUY CO INC2023-08-29$7,293$7,647-$354-$354P2023-06-15
300 SHS. CONAGRA BRANDS INC2023-09-14$8,563$9,053-$490-$490P2023-08-18
25 SHS. PHILLIPS 662023-09-26$2,982$3,051-$69-$69P2023-09-20
225.4461 SHS. BEST BUY CO INC2023-09-29$15,328$17,727-$2,399-$2,399P
200 SHS. DEVON ENERGY CORP2023-09-27$9,486$10,103-$617-$617P2023-09-18
200 SHS. GENERAL MILLS INC2023-05-22$17,666$17,630$36$36P
200 SHS. SHELL PLC2023-05-22$8,970$9,112-$142-$142P2023-05-12
400 SHS. ENI SPA ROMA2023-10-05$12,368$12,938-$570-$570P
100 SHS. COTERRA ENERGY INC2023-10-06$2,563$2,710-$147-$147P2023-09-29
250 SHS. PHILLIPS 662023-10-10$27,258$30,183-$2,925-$2,925P
200 SHS. JOHNSON CONTROLS INTER2023-10-26$9,862$9,969-$107-$107P2023-10-23
100 SHS. CARRIER GLOBAL CORP2023-10-27$4,704$5,412-$708-$708P2023-09-29
200 SHS. CVS HEALTH CORP2023-10-27$13,751$13,491$260$260P2023-08-29
300 SHS. OSHKOSH TRUCK CORP2023-10-27$26,148$27,521-$1,373-$1,373P
300 SHS. PFIZER2023-05-08$11,473$12,294-$821-$821P2023-04-18
200 SHS. SHELL PLC2023-11-02$12,997$13,384-$387-$387P2023-10-27
525.0204 EXXON MOBIL CORP2023-11-08$56,183$57,291-$1,108-$1,108P
300 SHS. PIONEER NATURAL RES2023-11-08$72,671$71,019$1,652$1,652P
499 SHS. VANECK SEMICONDUCTOR2023-11-08$74,397$60,570$13,827$13,827P
500 SHS. COTERRA ENERGY INC2023-11-13$13,357$13,589-$232-$232P
500 SHS. GSK PLC ADR2023-11-27$17,607$17,146$461$461P
100 SHS. DIAMONDBACK ENERGY2023-12-04$15,350$15,382-$32-$32P2023-11-27
100 SHS. CHENIERE ENERGY INC2023-12-07$16,996$17,760-$764-$764P2023-11-27
200 SHS. DELL TECHNOLOGIES INC2023-12-08$13,634$14,787-$1,153-$1,153P
500 SHS. GSK PLC ADR2023-12-22$18,169$17,063$1,106$1,106P
3 CALL CHEVRON CORP-EXP2023-07-21$826$826$826P2023-05-17
3 CALL CHEVRON CORP-EXP2023-02-27$1,063$1,082-$19-$19P2023-04-04
3 CALL CHEVRON CORP2023-04-04$1,048$23$1,025$1,025P2023-05-18
3 PUT CHEVRON CORP2023-04-13$9,028$11,012-$1,984-$1,984P2023-03-10
5 CALL DAVITA INC2023-03-30$1,797$3,853-$2,056-$2,056P2023-04-28
5 CALL DAVITA INC2023-02-27$1,172$1,853-$681-$681P2023-05-02
5 CALL DAVITA INC2023-05-18$1,822$88$1,734$1,734P2023-09-13
3 PUT DEVON ENERGY CORP2023-01-10$5,368$5,672-$304-$304P2022-12-29
3 PUT DEVON ENERGY CORP2023-05-15$15,973$10,967$5,006$5,006P2023-01-25
2 CALL EXXON MOBIL CORP-EXP2023-06-15$393$393$393P2023-07-31
2 CALL EXXON MOBIL CORP2023-03-15$501$1,021-$520-$520P2023-04-04
2 CALL EXXON MOBIL CORP2023-08-01$339$609-$270-$270P2023-09-12
2 CALL EXXON MOBIL CORP2023-09-15$609$35$574$574P2023-10-10
2 PUT EXXON MOBIL CORP2023-01-10$2,339$2,531-$192-$192P2022-12-29
2 PUT EXXON MOBIL CORP2023-06-14$6,609$5,151$1,458$1,458P2023-02-10
2 PUT EXXON MOBIL CORP2023-07-26$6,949$7,411-$462-$462P2023-06-21
2 CALL IBM CORP2023-03-28$609$1,081-$472-$472P2023-03-20
2 CALL IBM CORP2023-03-29$569$193$376$376P2023-04-20
2 CALL IBM CORP2023-01-30$559$41$518$518P2023-03-16
2 CALL IBM CORP2022-12-29$419$4$415$415P2023-02-02
4 PUT IBM CORP2023-04-11$7,834$8,470-$636-$636P2023-02-24
1 CALL PIONEER NATURAL RES2023-03-02$274$99$175$175P2023-03-31
2 CALL PIONEER NATURAL RES2023-02-10$939$1,641-$702-$702P2023-02-13
1 PUT PIONEER NATURAL RES2023-01-10$3,009$4,491-$1,482-$1,482P2022-12-12
2 PUT CHENIERE ENERGY INC2023-01-01$4,141-$4,141-$4,141P2022-12-12
FieldValueIRS element (for citing)
Capital Gain Net Income$17,522CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$401InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$401SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$401TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$401TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR MARUTI S BHORADEIndividualWithBooksNm
Phone6302796127PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1450 MAY STREETAddressLine1Txt
CityELMHURSTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARUTI S BHORADE MARUTI S BHORADE B
450 MAY STREETELMHURSTIL60126PRESIDENT0.00$0$0$0
SUMAN M BHORADE
450 MAY STREETELMHURSTIL60126VICE PRESIDENT0.00$0$0$0
SANGEETA M BHORADE
440 N MCCLURG COURTCHICAGOIL60611DIRECTOR0.00$0$0$0
RAJEEV M BHORADE
324 OAK BROOK ROADOAK BROOKIL60523DIRECTOR0.00$0$0$0
ANJALI M BHORADE
7300 FORSYTH BLVDST LOUISMO63105DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$361,628AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,632AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$189,352FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$650,612TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$650,612AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$640,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,043MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,043MinimumInvestmentReturnAmt
Tax Based On Investment Income$401TaxBasedOnInvestmentIncomeAmt
Total Tax$401TotalTaxAmt
Distributable Before Adj$31,642DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,642DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,642DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,016ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$273,016QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,642DistributableAsAdjustedAmt
Undistributed Income PY$20,536UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$273,016QualifyingDistributionsAmt
Applied To Year1$20,536AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,642AppliedToCurrentYearAmt
Remaining Distri From Corpus$220,838RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$220,838TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$220,838ExcessDistriCyovToNextYrAmt
Excess From Current Year$220,838ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR MARUTI S BHORADERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1450 MAY STREETAddressLine1Txt
CityELMHURSTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60126ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6302796127RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE MADE TO THE FOUNDATION IN A LETTER WHICH INDICATES THE AMOUNT OF THE GRANT REQUESTED, THE NAME AND ADDRESS OF THE ORGANIZATION OR INDIVIDUAL REQUESTING THE GRANT AND, IF THE FOUNDATION ACCEPTS THE APPLICATION, HOW THE FUNDS WILL BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesDECEMBER 31ST OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsGRANTS GIVEN BY THE FOUNDATION WILL ONLY BE GIVEN TO ORGANIZATIONS EXEMPT UNDER 501(C)(3) THAT PROVIDE FUNDS AND SERVICES FOR THE FOLLOWING CAUSES: 1) HEALTHCARE IMPROVEMENT THROUGH CLINICAL RESEARCH, 2) EDUCATION SCHOLARSHIPS FOR GRADE SCHOOL STUDENTS UP TO POST-GRADUATE STUDIES AND 3) SOCIAL PUBLIC IMPROVEMENT.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AARP FOUNDATION
601 E STREET NWWASHINGTONDC20049N/ACHARITABLESENIOR SOCIAL PROGRAMS$500
ADVOCATE CHARITABLE FOUNDATION
2026 WINDSOR DRIVEOAK BROOKIL60523N/ACHARITABLEONCOLOGY RESEARCH & SERVICES$250,000
ALZHEIMER'S RESEARCH
620 SEA ISLAND ROAD STE 324ST SIMONS ISLANDGA31522N/ACHARITABLEMEDICAL RESEARCH$300
AMERICAN COLLEGE OF PHYSICIANS
190 N INDEPENDENCE MALL WPHILADELPHIAPA19106N/ACHARITABLEMEDICAL EDUCATIONAL PURPOSES$1,000
AMERICAN RED CROSS
8550 ARLINGTON BLVDFAIRFAXVA22031N/ACHARITABLESOCIAL PROGRAMS$100
BOYS TOWN
14100 CRAWFORD STBOYS TOWNNE68010N/ACHARITABLESOCIAL PROGRAMS$350
BURROUGHS SCHOOL
755 SOUTH PRICE ROADST LOUISMO63124N/ACHARITABLELEARNING PROGRAMS$5,000
DISABLED AMERICAN VETERANS
860 DOLWICK DRIVEERLANGERKY41018N/ACHARITABLESOCIAL PROGRAMS FOR VETERANS$100
DISABLED VETERANS NATIONAL FOUND
4601 FORBES BLVDLANHAMMD20706N/ACHARITABLESOCIAL PROGRAMS FOR VETERANS$150
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120N/ACHARITABLEENVIRONMENTAL CONSERVATION$50
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NWWASHINGTONDC20009N/ACHARITABLECONSERVATION PROGRAMS$200
KIDS WISH NETWORK
4060 LOUIS AVEHOLIDAYFL34691N/ACHARITABLESOCIAL PROGRAMS$100
LAW ENFORCEMENT OFFICER REL FUND
5632 BEE RIDGE ROAD 200SARASOTAFL34233N/ACHARITABLESOCIAL PROGRAMS$50
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVCLARKSBURGMD20871N/ACHARITABLEMEDICAL RESEARCH$400
MERCY HOME FOR BOYS & GIRLS
1140 W JACKSON BLVDCHICAGOIL60607N/ACHARITABLESOCIAL PROGRAMS FOR CHILDREN$200
NATIONAL PARK FOUNDATION
1500 K ST NW STE 700WASHINGTONDC20005N/ACHARITABLECONSERVATION PROGRAMS$50
NATIONAL POLICE ASSOCIATION
PO BOX 1427STAFFORDTX77497N/ACHARITABLEEDUCATIONAL PROGRAMS$50
SALVATION ARMY
5040 N PULASKI ROADCHICAGOIL60630N/ACHARITABLESOCIAL PROGRAMS$600
SOUTHWEST RESERVATION AID
16415 ADDISON RDADDISONTX75001N/ACHARITABLESOCIAL PROGRAMS$100
ST JOSEPH'S INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD57326N/ACHARITABLEEDUCATIONAL GRANT$350
ST LABRE INDIAN SCHOOL
112 ST LABRE CAMPUS DRIVASHLANDMT59003N/ACHARITABLEEDUCATIONAL PROGRAMS$100
SUSAN G KOMEN
13770 NOEL ROADDALLASTX75380N/ACHARITABLECANCER RESEARCH$2,700
THOMAS JEFFERSON SCHOOL
4100 S LINDBERGH BLVDST LOUISMO63127N/ACHARITABLEEDUCATIONAL PROGRAMS$3,000
VFW
5031 W MONTROSE AVECHICAGOIL60641N/ACHARITABLESOCIAL PROGRAMS FOR VETERANS$150
WASHINGTON UNIVERSITY IN ST LOUIS SCHOOL OF MEDICINE
CAMPUS BOX 1192ST LOUISMO63130N/ACHARITABLEGLAUCOMA RESEARCH$5,000
WAYS
27W031 NORTH AVEWEST CHICAGOIL60185N/ACHARITABLECOMMUNITY SOCIAL PROGRAMS$250
WTTW
5400 N SAINT LOUIS AVENUECHICAGOIL60625N/ACHARITABLESOCIAL PROGRAMMING$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$271,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$65RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,292RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,522RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$28,879RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,879TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME PROVIDES INCOME TO FUND CHARITABLE CONTRIBUTIONS
4INVESTMENT INCOME PROVIDES INCOME TO FUND CHARITABLE CONTRIBUTIONS
8INVESTMENT INCOME PROVIDES INCOME TO FUND CHARITABLE CONTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SHARES OF DAVITA INC$209,520$209,520
INVESCO QQQ TRUST$41,529$41,529
VANGUARD S&P 500 ETF$21,680$21,680
SPDR DOW JONES$19,431$19,431
VANECK SEMICONDUCTOR$175$175
SHARES OF APPLIED MATERIALS$32,414$32,414
SHARES OF CARRIER GLOBAL CORP$17,235$17,235
SHARES OF VALERO ENERGY CORP$13,000$13,000
ENERGY SELECT SECTOR$25,309$25,309
VANECK GOLD MINERS ETF$15,505$15,505

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$250LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN UNREALIZED GAINSDesc
Amt$91,386Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$10$0$10
FEDERAL TAXES$156$0$156
FOREIGN TAXES$39$39$0