DRS KIRAN & PALLAVI PATEL 2017 FOUNDATION FOR GLOBAL UNDERSTANDIN: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DRS KIRAN & PALLAVI PATEL 2017 FOUNDATION FOR GLOBAL UNDERSTANDIN (EIN 82-3755232)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-09-13
- IRS object ID
- 202312569349100016
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-13T12:44:17-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382157642 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANER COSTERISAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 E GRAND RIVER SUITE 1 | AddressLine1Txt |
| City | LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 489123291 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823755232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRS KIRAN & PALLAVI PATEL 2017 | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION FOR GLOBAL UNDERSTANDING INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRSK | BusinessNameControlTxt |
| Phone | 3144447757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 MARINER STREET | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHILEN PATEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3144447757 | PhoneNum |
| Signature | 2023-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHILEN | PersonFirstNm |
| Person Last | PATEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRANDY L MIKULA CPA | PreparerPersonNm |
| PTIN | P00645694 | PTIN |
| Phone | 5173237500 | PhoneNum |
| Preparation | 2023-09-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $285,942,410 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,105,519 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,535,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,535,138 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,535,138 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,745,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,404,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,338,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,338,066 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,233,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,535,138 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,873,204 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,746 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,873 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $7,873 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,623 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,311 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $41,312 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $456,201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $343,373 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $112,828 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,219,157 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $8,219,157 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,230 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,354,860 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $45,236 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $4,309,624 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $533,756 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $202,589 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $93,308 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $237,859 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,669,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $647,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,564,945 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,457,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,390,129 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,390,129 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,059,702 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $647,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,564,945 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,847,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,826,002 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,887,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,308,259 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,019,630 | CashBOYAmt |
| Cash EOY | $28,790,662 | CashEOYAmt |
| Cash EOYFMV | $28,790,662 | CashEOYFMVAmt |
| Acct Rcvbl | $416,200 | AcctRcvblAmt |
| Acct Rcvbl EOY | $416,200 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $416,200 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,828,230 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $4,602 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $7,090,146 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,823,628 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,828,230 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,254,269 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,391,454 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,391,454 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $118,688,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,746,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,746,426 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $163,643,733 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,874,295 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $156,124,297 | LandBOYAmt |
| Land EOY | $151,769,438 | LandEOYAmt |
| Land EOYFMV | $151,769,438 | LandEOYFMVAmt |
| Total Assets BOY | $318,177,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $285,937,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $285,942,410 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,728,517 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,652,620 | AccountsPayableEOYAmt |
| Grants Payable BOY | $45,231,990 | GrantsPayableBOYAmt |
| Grants Payable EOY | $33,925,830 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $209,535,720 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $217,249,936 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $10,215,048 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,810,497 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $270,711,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $265,638,883 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $47,465,822 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,298,925 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,465,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,298,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $318,177,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $285,937,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,465,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,826,002 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,354,235 | OtherIncreasesAmt |
| Subtotal | $35,994,055 | SubtotalAmt |
| Other Decreases | $15,695,130 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,298,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF INVESTMENTS - LONG TERM | P | 2022-10-31 | $121,131,236 | $116,915,876 | $4,215,360 | $4,215,360 |
| SALE OF INVESTMENTS - SHORT TERM | P | 2022-10-31 | $11,233,408 | -$11,233,408 | -$11,233,408 | |
| SHORT TERM - EXPIRED OPTIONS | P | 2022-10-31 | $273,025 | $273,025 | $273,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,745,023 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,960,383 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $231 | EsPenaltyAmt |
| Overpayment | $61,012 | OverpaymentAmt |
| Applied To ES Tax | $61,012 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANA ENDRES | IndividualWithBooksNm |
| Phone | 6164502477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7125 HEADLEY STREET SUITE 213 | AddressLine1Txt |
| City | ADA | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOVA SOUTHEASTERN UNIVERSITY, INC. - CHOSEN AS A GRANT RECIPIENT DUE TO THE ORGANIZATION'S FOCUS ON EDUCATION AND HEALTH IN THE COMMUNITY AND TO ENSURE A COMMITMENT TO EXCELLENCE IN SERVING THE COMMUNITY. | Description1Txt |
| Expenses1 | $4,000,250 | Expenses1Amt |
| Description2 | FLORIDA HOSPITAL TAMPA - CHOSEN AS A GRANT RECIPIENT DUE TO THE ORGANIZATION'S FOCUS ON EDUCATION AND HEALTH IN THE COMMUNITY AND TO ENSURE A COMMITMENT TO EXCELLENCE IN SERVING THE COMMUNITY. | Description2Txt |
| Expenses2 | $1,500,000 | Expenses2Amt |
| Description3 | NORTHEAST OHIO MEDICAL UNIVERSITY - CHOSEN AS A GRANT RECIPIENT DUE TO THE ORGANIZATION'S FOCUS ON EDUCATION AND HEALTH IN THE COMMUNITY AND TO ENSURE A COMMITMENT TO EXCELLENCE IN SERVING THE COMMUNITY. | Description3Txt |
| Expenses3 | $1,078,905 | Expenses3Amt |
| Description4 | MORTON PLAN MEASE FOUNDATION - CHOSEN AS A GRANT RECIPIENT DUE TO THE ORGANIZATION'S FOCUS ON EDUCATION AND HEALTH IN THE COMMUNITY AND TO ENSURE A COMMITMENT TO EXCELLENCE IN SERVING THE COMMUNITY. | Description4Txt |
| Expenses4 | $600,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,325,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,911,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,823,628 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,060,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,060,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,130,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $139,929,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,996,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,847,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,847,145 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-10-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,308,259 | CurrentYearAmt |
| Year1 | $5,504,978 | Year1Amt |
| Year2 | $6,327,583 | Year2Amt |
| Year3 | $6,586,304 | Year3Amt |
| Total | $24,727,124 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,362,020 | CurrentYearAmt |
| Year1 | $4,679,231 | Year1Amt |
| Year2 | $5,378,446 | Year2Amt |
| Year3 | $5,598,358 | Year3Amt |
| Total | $21,018,055 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,847,145 | CurrentYearAmt |
| Year1 | $22,890,849 | Year1Amt |
| Year2 | $11,895,644 | Year2Amt |
| Year3 | $72,100,849 | Year3Amt |
| Total | $124,734,487 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,390,129 | CurrentYearAmt |
| Year1 | $15,350,000 | Year1Amt |
| Year2 | $3,725,000 | Year2Amt |
| Year3 | $66,499,667 | Year3Amt |
| Total | $94,964,796 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,457,016 | CurrentYearAmt |
| Year1 | $7,540,849 | Year1Amt |
| Year2 | $8,170,644 | Year2Amt |
| Year3 | $5,601,182 | Year3Amt |
| Total | $29,769,691 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,664,307 | CurrentYearAmt |
| Year1 | $3,669,985 | Year1Amt |
| Year2 | $4,218,389 | Year2Amt |
| Year3 | $4,817,657 | Year3Amt |
| Total | $17,370,338 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR KIRAN PATEL | ContributingManagerNm |
| Contributing Manager | DR PALLAVI PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NAADAM | ||||||||||||
| 1379 MINNOW RD | COPPELL | TX | 75019 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |||||
| NOVA SOUTHEASTERN UNIVERSITY INC | ||||||||||||
| 3301 COLLEGE AVENUE | FORT LAUDERDALE | FL | 33314 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000,250 | |||||
| SHAKTI KRUPA CHARITABLE TRUST | ||||||||||||
| NONE | PUBLIC CHARITY | VARIOUS PERMANENT PROJECTS, I.E., HEALTH, EDUCATION, RURAL DEVELOPMENT AND SOCIAL SERVICE MAINLY FOR THE UPLIFTMENT OF THE RURAL COMMUNITY | $500,000 | AT PO TALUKA SINOR DIST | MOTA FOFALIA | GUJARAT | IN | |||||
| AFRICA COLLEGE FUND | ||||||||||||
| 2004 RADIANCE CIRCLE | FAIRFEILD | IA | 52556 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| FLORIDA HOSPITAL TAMPA | ||||||||||||
| 3100 EAST FLETCHER AVENUE | TAMPA | FL | 33613 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500,000 | |||||
| HILLSBOROUGH COMMUNITY COLLEGE FOUNDATION | ||||||||||||
| 39 COLUMBIA DRIVE NO 179 | TAMPA | FL | 33606 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400,000 | |||||
| HUMAN SERVICE TRUST | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | 42A CHACHACHA ROAD | TOWEN CENTER LUSAKA | ZA | ||||||
| MORTON PLAN MEASE FOUNDATION | ||||||||||||
| 1200 DRUID RD S | BELLEAIR | FL | 33756 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600,000 | |||||
| NORTHEAST OHIO MEDICAL UNIVERSITY | ||||||||||||
| 4209 ST RT 44 | ROOOTSTOWN | OH | 44272 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,078,905 | |||||
| PATEL INSTITUTE FOR INNOVATION | ||||||||||||
| 70721 RAULERSON RANCH ROAD | TAMPA | FL | 33637 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $143,245 | |||||
| ST JOSEPH'S HOSPITAL OF TAMPA FOUNDATION | ||||||||||||
| 2700 W DR MARTIN LUTHER KING JR | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | BLVD UNIT 310 | ||||
| USF FOUNDATION INC | ||||||||||||
| 4202 EAST FOWLER AVENUE | TAMPA | FL | 33620 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $97,729 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,390,129 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE INCOME | Desc |
| Related Or Exempt Function Incm | $8,338,066 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,535,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,745,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,209,885 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,338,066 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,128,181 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | 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). | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | DRS KIRAN AND PALLAVI PATEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5600 MARINER STREET SUITE A | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,105,519 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $82,623 | Amt |
| Net Investment Income | $41,311 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,312 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | FMV | $33,621,511 | $33,621,511 |
| EQUITIES | FMV | $43,694,882 | $43,694,882 |
| IIFL OPPORTUNITIES FUND | FMV | $10,513,522 | $10,513,522 |
| AXIOM ACQUISITION VENTURES, LLC | FMV | $5,500,000 | $5,500,000 |
| NIRVANAHEALTH INC | FMV | $416,511 | $416,511 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $151,858,733 | $11,874,295 | $139,984,438 | $139,984,438 |
| LAND | $11,785,000 | $0 | $11,785,000 | $11,785,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,746 | LegalFeesAmt |
| Net Investment Income | $7,873 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,873 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $69,032,084 | MortgageAmt |
Note Payable NotePayableGrp (5 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | InterestInterestRt | Loan MaturityLoanMaturityDt |
|---|---|---|---|---|
| FIFTH THIRD BANK | ||||
| $30,000,000 | $69,032,084 | 2018-04 | 3.675000000000 | |
| CLEARWATER OSTEOPATHIC MEDICAL COLLEGE | ||||
| $38,000,000 | $17,400,000 | 2018-10 | 1.500000000000 | 2028-10 |
| PINELLAS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY INDUSTRIAL DEVELOPMENT | ||||
| $95,145,549 | $97,734,662 | 2019-08 | 5.000000000000 | 2039-07 |
| SYNOVUS BANK | ||||
| $10,000,000 | $8,500,000 | 2021-04 | ||
| PATEL FAMILY FOUNDATION | ||||
| $23,483,190 | $24,583,190 | 2021-10 | 0.000000000000 | 2030-10 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $15,695,130 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE EXPENSE | $267,460 | $133,730 | $133,730 | $0 |
| UTILITIES | $68,859 | $68,859 | $0 | $0 |
| OPERATING | $237,859 | $0 | $0 | $237,859 |
| FEDERAL REFUND | -$40,422 | $0 | -$40,422 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE INCOME | Desc |
| Revenue And Expenses Per Books | $8,338,066 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,338,066 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISCOUNT ON GRANT COMMITMENTS | Desc |
| Amt | $5,354,235 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CITI - SERIES 2019 BOND | Desc |
| BOY Book Value | $10,215,048 | BOYBookValueAmt |
| EOY Book Value | $9,810,497 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (10 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|
| KPATEL LLC | |||||
| $305,000 | $0 | 2018-08 | 2021-08 | 8.000000000000 | $0 |
| SANAM CONYERS LODGING LLC | |||||
| $1,609,500 | $1,482,928 | 2016-02 | 2045-10 | 5.500000000000 | $0 |
| JANAM MADISON LODGING LLC | |||||
| $988,456 | $947,085 | 2016-03 | 2026-03 | 5.500000000000 | $0 |
| S&E GLOBAL LLC | |||||
| $100,000 | $0 | 2018-07 | 2019-07 | 12.000000000000 | $0 |
| S4GLOBAL INV | |||||
| $200,000 | $0 | 2018-09 | 2019-03 | 12.000000000000 | $0 |
| LAXMI OF PORT CHARLOTTE | |||||
| $650,000 | $1,634 | 2020-03 | 2022-03 | 6.000000000000 | $0 |
| LAXMI OF NAPLES | |||||
| $294,567 | $0 | 2020-03 | 2022-03 | 6.000000000000 | $0 |
| HALO EDUCATION | |||||
| $50,000 | $0 | 2019-11 | 2029-11 | 8.000000000000 | $0 |
| BODY 20 - THE HEIGHTS HOUSTON LLC | |||||
| $288,936 | $288,936 | 2022-05 | 2024-05 | 8.000000000000 | $0 |
| RHEA & ESHA MGMT & INV LLC | |||||
| $100,000 | $100,000 | 2022-06 | 2023-05 | 12.000000000000 | $0 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARUBA VENTURES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $3,007,647 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $343,373 | $343,373 | $0 | $0 |
| PROFESSIONAL FEES - OTHER | $112,828 | $0 | $112,828 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | CategoryTxt |
| Amt | $7,230 | Amt |
| Net Investment Income | $7,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |