THE VASANT AND PRABHA RATHI FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE VASANT AND PRABHA RATHI FOUNDATION (EIN 81-3878588)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202341299349103089
- Schema version
- 2022v5.0
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T13:09:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-04 | 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 |
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 | 2022 | 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 | $17,456,265 | 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 | $713,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $248,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $698,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,440,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,060,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,662,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,310,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $166,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,439 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,968 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $51,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,131 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $235,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,131 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,018,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,018,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,253,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,069,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $408,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,141,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $287,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $686,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $686,258 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $328,959 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $182,527 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $181,156 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,111,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,467,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,213,642 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $626,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $389,293 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $375,209 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,353,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,725,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,456,265 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $205,098 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $168,090 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $205,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $168,090 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,148,582 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,557,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,148,582 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,557,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,353,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,725,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,148,582 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $408,904 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,557,486 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,557,486 | 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 | $3,440,350 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,380,181 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,060,169 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,060,169 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,060,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,871 | SubtotalAmt |
| Tax Based On Investment Income | $15,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,271 | TaxDueAmt |
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 | $132,344 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $51,131 |
| 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 | $18,861,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $383,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,244,599 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,244,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,955,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $947,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $947,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,871 | TotalTaxAmt |
| Distributable Before Adj | $931,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $931,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $931,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,069,231 | 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 | $1,069,231 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $931,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,054,151 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $1,069,231 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,054,151 | AppliedToYear1Amt |
| Applied To Current Year | $15,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $916,846 | 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 | |||||||
| PO BOX 14220 | FREMONT | CA | 94539 | 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 | $5,000 |
| ART OF LIVING FOUNDATION | |||||||
| 2401 15TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $11,000 |
| DIVINE ART OF YOGA CENTER | |||||||
| PO BOX 4610 | DIAMOND BAR | CA | 91765 | N/A | PC | General & Unrestricted | $200,000 |
| EKAL VIDYALAYA FOUNDATION OF USA INC | |||||||
| PO BOX 821369 | HOUSTON | TX | 77282 | N/A | PC | General & Unrestricted | $50,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 2200 SOUTH RITCHEY ST | SANTA ANA | CA | 92705 | N/A | PC | General & Unrestricted | $25,000 |
| 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 | $5,000 |
| JOY OF HELPING | |||||||
| 1960 W SNEAD ST | LA HABRA | CA | 90631 | N/A | PC | General & Unrestricted | $25,000 |
| 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 | |||||||
| 1500 CITYWEST BLVD STE 700 | HOUSTON | TX | 77042 | N/A | PC | General & Unrestricted | $50,000 |
| MAHESHWARY MAHASABHA OF NORTH AMERICA INC | |||||||
| 1115 GRAND HAMPTONS DR | HERNDON | VA | 20170 | N/A | PC | Charitable Event | $25,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $25,000 |
| 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 | Charitable Event | $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 | $175,000 |
| RADHA KRISHNA MANDIR | |||||||
| PO BOX 743 | ARTESIA | CA | 90702 | N/A | PC | For construction of New Temple | $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 | $50,000 |
| SEWA INTERNATIONAL INC | |||||||
| 100 W OAKS MALL | HOUSTON | TX | 77082 | N/A | PC | General & Unrestricted | $10,000 |
| SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE | |||||||
| 1022 N BRADFORD AVE | PLACENTIA | CA | 92870 | N/A | PC | General & Unrestricted | $37,100 |
| SOMEONE CARES SOUP KITCHEN | |||||||
| 720 W 19TH ST | COSTA MESA | CA | 92627 | N/A | PC | General & Unrestricted | $5,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0553 | LA JOLLA | CA | 92093 | N/A | PC | the School of Biological Sciences Corporate Affiliate Program (BioCAP) | $50,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0553 | LA JOLLA | CA | 92093 | N/A | PC | Eureka Fund, BS/MS Fund, BUMMP Fund | $25,000 |
| VOICE OF SPECIALLY ABLED PEOPLE INC | |||||||
| 22734 STAGG ST | WEST HILLS | CA | 91304 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,018,100 | 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 | $1,859 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,443 | 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 | $698,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $948,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $948,676 | 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 Vasant | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4880 Murrieta St | AddressLine1Txt |
| City | Chino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $713,900 | 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 | $713,900 | FairMarketValueAmt |
| Received | 2022-12-12 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 3.400% - 11/30/2 | $54,618 | $49,468 |
| DEUTSCHE BK AG FR - 3.700% - 0 | $25,080 | $24,574 |
| EXPRESS SCRIPTS HLDG CO - 0.00 | $24,771 | $24,691 |
| GENERAL MTRS - 3.700% - 05/09/ | $25,209 | $24,876 |
| JOHN DEERE CAPITAL CORP - 2.65 | $99,937 | $96,953 |
| JP MORGAN CHASE - 2.700% - 05/ | $24,752 | $24,789 |
| PETROLEOS MEXICANOS NTS - 4.25 | $24,652 | $23,515 |
| QUALCOMM NOTE - 2.900% - 05/20 | $25,153 | $24,396 |
| STATOIL - 2.650% - 01/15/2024 | $25,029 | $24,399 |
| WELLS FARGO - 3.000% - 02/19/2 | $35,005 | $33,548 |
| XEROX CORP CALL - 3.800% - 05/ | $25,087 | $24,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $128,607 | $184,397 |
| ADOBE SYSTEMS, INC | $346,875 | $235,571 |
| ADVANCED MICRO DEVICES INC | $70,774 | $64,770 |
| ALIBABA GROUP HOLDING LTD | $204,645 | $88,090 |
| ALPHABET INC CL C | $521,534 | $1,251,092 |
| AMAZON COM | $308,391 | $436,800 |
| AMGEN INC | $203,404 | $273,934 |
| APPLE INC | $2,023,827 | $4,590,556 |
| AVALONBAY CMNTYS INC | $36,688 | $34,081 |
| BAIDU.COM - ADR | $197,543 | $137,256 |
| BANK OF AMERICA CORP | $536,663 | $761,627 |
| BLACKROCK INC | $8,277 | $10,629 |
| BOEING CO | $211,602 | $210,491 |
| BOOKING HOLDINGS INC | $8,927 | $10,076 |
| BROADCOM INC | $5,590 | $11,183 |
| CATERPILLAR INC | $166,946 | $194,523 |
| CELANESE CORPORATION | $7,872 | $8,690 |
| CISCO SYSTEMS INC | $15,863 | $24,296 |
| CITIGROUP INC | $204,444 | $148,083 |
| CME GROUP, INC | $6,116 | $8,408 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $5,869 | $5,719 |
| CVS CAREMARK CORP | $15,596 | $20,036 |
| DANAHER CORP | $326,549 | $372,384 |
| DIAGEO PLC ADS | $18,147 | $24,056 |
| DIAMOND HILL LONG SHORT FUND C | $73,174 | $71,513 |
| EATON CORP PLC | $12,032 | $14,910 |
| ELEVANCE HEALTH INC | $205,559 | $363,696 |
| ELI LILLY & CO | $3,279 | $10,975 |
| FEDEX CORPORATION | $328,088 | $211,997 |
| GENERAC HOLDING INC | $207,285 | $70,462 |
| GOLDMAN SACHS GROUP | $240,808 | $228,348 |
| HASBRO INC | $6,030 | $6,101 |
| HONEYWELL INTL | $22,555 | $42,860 |
| INTERPUBLIC GROUP OF COS | $15,492 | $20,486 |
| INVESCO OPTIMUM YIELD DIVERSIF | $60,522 | $73,087 |
| ISHARE SP SMALL CAP 600 INDEX | $174,849 | $212,751 |
| ISHARES DOW JONES US HEALTHCAR | $132,498 | $201,434 |
| ISHARES TR S & P MIDCAP 400 IN | $216,166 | $313,248 |
| JOHCM INTERNATIONAL SELECT FUN | $36,299 | $33,590 |
| JP MORGAN CHASE | $319,541 | $500,864 |
| LAM RESEARCH CORP | $4,160 | $8,406 |
| LAS VEGAS SANDS CORP | $5,556 | $7,211 |
| LOCKHEED MARTIN CORP | $325,203 | $453,895 |
| MANULIFE FIN CORP | $9,270 | $11,061 |
| MASTERCARD INC | $235,272 | $244,106 |
| MERCK & CO INC | $167,982 | $309,551 |
| META PLATFORMS INC | $318,846 | $162,459 |
| MICRON TECHNOLOGY | $163,775 | $90,364 |
| MICROSOFT CORP | $612,257 | $850,641 |
| MONDELEZ INTERNATIONAL INC | $15,972 | $19,662 |
| NIKE INC-CL B | $11,924 | $25,157 |
| NOVO NORDISK A S | $96,036 | $301,673 |
| NUVEEN QUALITY PREFERRED INC F | $158,836 | $112,853 |
| NVIDIA CORP | $120,706 | $292,280 |
| ORGANON & CO | $141,992 | $118,172 |
| PAYPAL HOLDINGS, INC | $192,598 | $106,830 |
| PRINCIPAL HIGH YIELD FUND CL R | $21,897 | $21,555 |
| PROCTER GAMBLE CO | $134,007 | $203,697 |
| RAYTHEON TECHNOLOGIES CORP | $15,896 | $17,661 |
| REGIONS FINANCIAL CORP | $6,268 | $6,468 |
| ROBECO BOSTON PARTNERS LONG SH | $65,000 | $57,303 |
| SALESFORCE.COM | $98,055 | $106,072 |
| SUNCOR ENERGY INC | $18,853 | $23,163 |
| SYSCO CORP | $16,639 | $18,730 |
| TARGET CORPORATION | $9,635 | $18,630 |
| THE BLACKSTONE GROUP INC CL A | $11,741 | $14,838 |
| THERMO FISHER SCIENTIFIC INC | $286,266 | $346,935 |
| TORONTO DOMINION | $9,183 | $12,304 |
| TOTALENERGIES SE | $25,166 | $31,350 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $29,560 | $27,152 |
| UNILEVER PLC AMER | $11,575 | $12,084 |
| UNION PACIFIC | $7,906 | $15,530 |
| UNITED PARCEL SERVICE | $15,994 | $16,515 |
| UNITEDHEALTH GROUP INC | $170,606 | $374,837 |
| VANGUARD SF REIT ETF | $55,455 | $55,344 |
| VISA INC | $199,787 | $193,425 |
| WALT DISNEY HOLDINGS CO | $18,237 | $15,204 |
| WASTE MANAGEMENT INC | $24,461 | $27,454 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $182,527 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $181,156 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $51,131 | $51,131 | |
| Bank Charges | $289 | $289 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $205,098 | BOYBookValueAmt |
| EOY Book Value | $168,090 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $166,439 | Amt |
| Net Investment Income | $166,439 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $12,600 | |
| 990-PF Excise Tax for 2021 | $3,145 | |
| Foreign Tax Paid | $1,968 | $1,968 |