BR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BR FOUNDATION (EIN 35-2014496)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349103320
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T11:56:39-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464405607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLEGATE & COMPANY PC CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1421 S WOODLAND AVE | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352014496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRFO | BusinessNameControlTxt |
| Phone | 2198749609 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BINA GUPTA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2198749609 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | PAUL E APPLEGATE CPA | PreparerPersonNm |
| PTIN | P00212518 | PTIN |
| Phone | 2198717880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,182,926 | 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 | $69,695 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,776 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,824 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $86,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,600 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,140 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $293 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $595 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $575,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,883 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,883 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $163,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $490,675 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $462,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $868,977 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $675,368 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,200,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,203,983 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,182,926 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $1,200,784 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,203,983 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,200,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,203,983 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,200,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,203,983 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,200,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,199 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,203,983 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,203,983 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | E*TRADE SECURITIES (LONG TERM) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $10 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $4,693 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,683 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$4,683 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $170 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $170 | OriginalReturnTaxPaidAmt |
| Tax Due | $115 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BINA GUPTA | IndividualWithBooksNm |
| Phone | 2198749609 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET MICHIGAN | AddressLine1Txt |
| City | CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | 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 | BINA GUPTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $842,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,004,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,004,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $989,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $285 | TotalTaxAmt |
| Distributable Before Adj | $49,199 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,199 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,199 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,318 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,318 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,199 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $75,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,584 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $220,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,318 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $82,318 | RemainingDistriFromCorpusAmt |
| Total Corpus | $302,794 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $49,199 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,915 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $226,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,816 | ExcessFromYear4Amt |
| Excess From Year3 | $35,613 | ExcessFromYear3Amt |
| Excess From Year2 | $45,548 | ExcessFromYear2Amt |
| Excess From Year1 | $34,584 | ExcessFromYear1Amt |
| Excess From Current Year | $82,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BINA GUPTA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2930 FRANKLIN STREET | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2198749609 | RecipientPhoneNum |
| Form And Info And Materials | UNSPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CORPORATIONS ORGANIZED & OPERATED FOR PUBLIC SAFETY ARE NOT QUALIFIED TO RECEIVE AWARDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIAN AMERICAN CULTURAL CTR | ||||||
| MERRILLVILLE | MERRILLVILLE | IN | 46410 | PC | GENERAL PURPOSE | $10,453 |
| HINDU TEMPLE OF GREATER CHICAGO | ||||||
| LEMONT | LEMONT | IL | 60439 | PC | RELIGIOUS | $1,507 |
| SALAVATION ARMY | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $8,315 |
| CENTER FOR CREATIVE SOLUTIONS | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | LEGAL ASSISTANCE | $2,500 |
| FRANCISCAN HEALTH FOUNDATION | ||||||
| MICHIGAN CITY | MICHIGAN CITY | IN | 46360 | PC | NURSING SCHOLARSHIP | $4,095 |
| PROCURE | ||||||
| 10305 AREGONNE DR SUITE 200 | WOODRIDGE | IL | 60517 | PC | GENERAL PURPOSE | $9,550 |
| HABITAT FOR HUMANITY | ||||||
| VALPARAISO | VALPARAISO | IN | 46385 | PC | GENERAL PURPOSE | $8,000 |
| FRIENDSHIP BOTANICAL GARDENS | ||||||
| US HWY 12 | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $3,550 |
| ASHLEY HOUSE | ||||||
| 33811 9TH AVE S | FEDERAL WAY | WA | 98003 | PC | GENERAL PURPOSE | $4,050 |
| CITIZENS CONCERNED FOR HOMELESS | ||||||
| 1005 W 8TH ST | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $500 |
| LUBEZNIK CENTER FOR THE ARTS | ||||||
| 101 W 2ND ST | MICHIGAN CITY | IN | 46360 | PC | GENERAL PURPOSE | $5,300 |
| UNIVERSITY OF ILLINOIS | ||||||
| CHAMPAIGN | CHAMPAIGN | IL | 61820 | pc | GENERAL PURPOSE | $1,000 |
| AP FOUNDATION | ||||||
| PO BOX 14220 | FREMONT | CA | 94539 | PC | GENERAL PURPOSE | $600 |
| VETERAN CAR DONATIONS | ||||||
| SOUTH BEND | SOUTH BEND | IN | 46601 | PC | GENERAL PURPOSE | $21,000 |
| R VIDHYA AASHRAM | ||||||
| LEMONT RD | HOMER GLEN | IL | 60491 | PC | GENERAL PURPOSE | $465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,885 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,776 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,917 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RAKESH GUPTA | ||||||
| 1 | 2930 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | $35,450 | Yes (X) |
| NEIL GUPTA | ||||||
| 2 | 2930 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | $34,245 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1995 BAYLINER 2655CIERA SUN BOAT METAL FILE CABINETS, VINTAGE LIGHT FIXTURES ACORN STAIR LIFT | $35,450 | 2024-06-25 |
| 2 | JEWELRY, HOUSEHOLD ITEMS, MEDICAL EQUIPMENT HANDMADE INDIAN RUGS | $34,245 | 2024-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | APPLEGATE & COMPANY, CPAS TAX | CategoryTxt |
| Amt | $1,140 | Amt |
| Disbursements Charitable Prps | $1,140 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALES OF MARKETABLE SECURITIES | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2024-12 | SoldDt |
| Gross Sales Price | $10 | GrossSalesPriceAmt |
| Basis | $4,693 | BasisAmt |
| Total Net | -$4,683 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS HELD THROUGH E*TRADE BROKERAGE ACCOUNT | BondNm |
| EOY Book Value | $868,977 | EOYBookValueAmt |
| EOYFMV | $675,368 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK HELD THROUGH E*TRADE BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $318,123 | EOYBookValueAmt |
| EOYFMV | $490,675 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $595 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $595 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $500 | $500 | |
| EXCISE | $293 | $293 |