2024-09-12T14:38:09-05:00 2023-10-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990PF 2022-11-01 823755232 DRS KIRAN & PALLAVI PATEL 2017 FOUNDATION FOR GLOBAL UNDERSTANDING INC DRSK 3144447757 5600 MARINER STREET TAMPA FL 33609 SHILEN PATEL PRESIDENT 3144447757 2024-09-12 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2024-09-13 2022 2024-08-08 14:25:15Z X 278102600 X 2195799 3576184 3576184 3576184 89318 40933335 89318 0 8417440 0 8417440 14278741 3665502 11993624 0 0 0 0 21259 10630 10629 0 68047 34023 34024 0 436020 424845 11175 0 9600519 0 0 9600519 93551 0 93551 0 4432424 45236 4387188 317850 0 0 317850 691147 303337 354725 33085 15660817 818071 4891292 9951454 833590 833590 16494407 818071 4891292 10785044 -2215666 2847431 7102332 28790662 32758050 32758050 416200 2761849 0 5823628 2761849 2761849 5391454 4653639 4653639 93746426 90062570 90062570 164166535 16306719 151769438 147859816 147859816 0 6676 6676 285937808 278102600 278102600 4652620 3783012 33925830 28686277 217249936 216306975 9810497 9389626 265638883 258165890 X 20298925 19936710 20298925 19936710 285937808 278102600 20298925 -2215666 2688698 20771957 835247 19936710 SALE OF INVESTMENTS - LONG TERM P 2023-10-31 40933335 40350658 582677 582677 SALE OF INVESTMENTS - SHORT TERM P 2023-10-31 493359 -493359 -493359 89318 -493359 39579 0 39579 0 39579 61012 0 0 0 61012 0 21433 21433 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 1 0 0 0 1 N/A ANA ENDRES 6164502477 7125 HEADLEY STREET SUITE 213 ADA MI 49301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHILEN PATEL 5600 MARINER ST TAMPA FL 33609 PRESIDENT/DIRECTOR 1.00 0 0 0 DR SHEETAL PATEL 5600 MARINER ST TAMPA FL 33609 VP/TREASURER/DIRECTOR 1.00 0 0 0 DR SONALI K JUDD 5600 MARINER ST TAMPA FL 33609 SECRETARY/DIRECTOR 1.00 0 0 0 DR KIRAN PATEL 5600 MARINER ST TAMPA FL 33609 DIRECTOR 1.00 0 0 0 DR PALLAVI PATEL 5600 MARINER ST TAMPA FL 33609 DIRECTOR 1.00 0 0 0 ANA ENDRES 5600 MARINER ST TAMPA FL 33609 DIRECTOR 1.00 0 0 0 HITESH JOHN ADHIA 5600 MARINER ST TAMPA FL 33609 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 GRANTS WERE GIVEN TO VARIOUS ORGANIZATIONS BASED ON THE RECIPIENT ORGANIZATION'S FOCUS ON EDUCATION AND HEALTH IN THE COMMUNITY, AS WELL AS THEIR COMMITMENT TO EXCELLENCE IN SERVING THE COMMUNITY. 833590 ADVANCING HEALTH CARE IN FLORIDA, AND INTERNATIONALLY, BY EDUCATING THOSE WHO CAN MAKE A DIFFERENCE, PARTICULARLY IN MULTICULTURAL AND UNDERSERVED COMMUNITIES. THIS COMMITMENT INCLUDES GIFTING NOVA SOUTHWESTERN UNIVERSITY THE REAL ESTATE AND BUILDING INVESTMENT THAT IS NOW THE NSU TAMPA BAY REGIONAL CAMPUS. THE GIFT CONTAINS AN ENDOWMENT TO SUSTAIN THE OPERATION OF THE COLLEGE'S TAMPA BAY LOCATION IN PERPETUITY 4891292 0 89646476 34144602 2768525 126559603 0 0 126559603 1898394 124661209 6233060 X 10785044 0 10785044 2018-10-10 X 6233060 6308259 5504978 6327583 24373880 5298101 5362020 4679231 5378446 20717798 10785044 17847145 22890849 11895644 63418682 833590 9390129 15350000 3725000 29298719 9951454 8457016 7540849 8170644 34119963 0 0 4155373 4664307 3669985 4218389 16708054 0 0 0 0 DR KIRAN PATEL DR PALLAVI PATEL X AFRICA COLLEGE FUND 2004 RADIANCE CIRCLE FAIRFEILD IA 52556 NONE PUBLIC CHARITY GENERAL SUPPORT 112784 SHAKTI KRUPA CHARITABLE TRUST AT PO TALUKA SINOR DIST MOTA FOFALIA GUJARAT IN NONE PUBLIC CHARITY VARIOUS PERMANENT PROJECTS, I.E., HEALTH, EDUCATION, RURAL DEVELOPMENT AND SOCIAL SERVICE MAINLY FOR THE UPLIFTMENT OF THE RURAL COMMUNITY 300000 TIE FOUNDATION 3964 RIVERMARK PLAZA STE 113 SANTA CLARA CA 95054 NONE PUBLIC CHARITY GENERAL SUPPORT 102000 DR KIRAN C PATEL ELEMENTARY SCHOOL 10721 RAULERSON RAND ROAD TAMPA FL 33637 NONE PUBLIC CHARITY SCHOOL FURNITURE GRANT 318806 833590 0 LEASE INCOME 8417440 14 3576184 18 89318 0 3665502 8417440 12082942 1 THE PRIMARY PURPOSE OF THE FOUNDATION IS TO ACQUIRE AND DEVELOP EDUCATIONAL FACILITIES, AND THEREAFTER LEASE SUCH FACILITIES TO NON-PROFIT EDUCATIONAL INSTITUTIONS AT "BELOW MARKET LEASES", THEREBY FACILITATE THE CARRYING OUT OF SUCH INSTITUTIONS EXEMPT ACTIVITY(S) (EDUCATION). 0 0 0 0 0 0 0 0 0 0 X X 1 DRS KIRAN AND PALLAVI PATEL 5600 MARINER STREET SUITE A TAMPA FL 33609 2195353 X ACCOUNTING FEES 68047 34023 34024 0 FIXED INCOME FMV 26385500 26385500 EQUITIES FMV 48017199 48017199 IIFL OPPORTUNITIES FUND FMV 9750550 9750550 AXIOM ACQUISITION VENTURES, LLC FMV 5500000 5500000 NIRVANAHEALTH INC FMV 409321 409321 BUILDING 152381535 16306719 136074816 136074816 LAND 11785000 0 11785000 11785000 LEGAL FEES 21259 10630 10629 0 69299050 FIFTH THIRD BANK 30000000 69299050 2018-04 3.675000000000 CLEARWATER OSTEOPATHIC MEDICAL COLLEGE 38000000 17400000 2018-10 2028-10 1.500000000000 PINELLAS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY INDUSTRIAL DEVELOPMENT 95145549 94716402 2019-08 2039-07 5.000000000000 SYNOVUS BANK 10000000 7583333 2021-04 PATEL FAMILY FOUNDATION 23483190 23483190 2021-10 2030-10 0.000000000000 CLIMATE FIRST BANK 3791754 3825000 2023-09 OTHER RECEIVABLE 6676 6676 DISCOUNT ON GRANT COMMITMENTS 835247 INSURANCE EXPENSE 565168 282584 282584 0 UTILITIES 20753 20753 0 0 OPERATING 33085 0 0 33085 FEDERAL REFUND 52141 0 52141 0 CHARTER SCHOOL SOFT COST EXPENSE 20000 0 20000 0 LEASE INCOME 8417440 8417440 UNREALIZED GAIN ON INVESTMENTS 1307490 PRIOR PERIOD ADJUSTMENT 1381208 CITI - SERIES 2019 BOND 9810497 9389626 SANAM CONYERS LODGING LLC 1609500 1451301 2016-02 2045-10 5.500000000000 0 JANAM MADISON LODGING LLC 988456 910055 2016-03 2026-03 5.500000000000 0 LAXMI OF PORT CHARLOTTE 650000 0 2020-03 2022-03 6.000000000000 0 BODY 20 - THE HEIGHTS HOUSTON LLC 288936 300493 2022-05 2024-05 8.000000000000 0 RHEA & ESHA MGMT & INV LLC 100000 100000 2022-06 2023-05 12.000000000000 0 ARUBA VENTURES LLC 0 INVESTMENT MANAGEMENT FEES 325031 325031 0 0 PROFESSIONAL FEES - OTHER 11175 0 11175 0 OTHER INVESTMENT FEES 99814 99814 0 0 PROPERTY TAXES 93551 0 93551 0