STRATEGY STUDIO / PUBLIC DATA EXPLORER

DRS KIRAN & PALLAVI PATEL FOUNDATION FOR GLOBAL: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DRS KIRAN & PALLAVI PATEL FOUNDATION FOR GLOBAL (EIN 20-0020142)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-10-04
IRS object ID
202322779349300627
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-04T11:38:36-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593592794PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD L BIRCH CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112901 SAULSTON PLAddressLine1Txt
CityHUDSONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34669ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200020142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DRS KIRAN & PALLAVI PATELBusinessNameLine1Txt
Business Name Line2FOUNDATION FOR GLOBAL UNDERSTANDINGBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDRSKBusinessNameControlTxt
Phone8134714380PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STREET STE 200AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR KIRAN PATELPersonNm
Person TitleCHAIRPERSONPersonTitleTxt
Phone8135066080PhoneNum
Signature2023-10-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDR KIRAN CPersonFirstNm
Person LastPATELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD L BIRCH CPAPreparerPersonNm
PTINP00290598PTIN
Phone8138308868PhoneNum
Preparation2023-10-04PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR KIRAN PATELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STREETAddressLine1Txt
Address Line2STE 200AddressLine2Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$43,500GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GLOBAL-UNDERSTANDING.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION FOR GLOBAL UNDERSTANDING IS DEDICATED TO BUILDING HEALTHY COMMUNITIES WHICH ENABLE AND INSPIRE INDIVIDUALS THROUGH EDUCATION, HEALTH AND CULTURAL PROGRAMMING.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$44,875PYContributionsGrantsAmt
CY Contributions Grants$43,500CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$44,875PYTotalRevenueAmt
CY Total Revenue$43,500CYTotalRevenueAmt
CY Grants And Similar Paid$12,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,340CYTotalFundraisingExpenseAmt
PY Other Expenses$42,883PYOtherExpensesAmt
CY Other Expenses$17,340CYOtherExpensesAmt
PY Total Expenses$42,883PYTotalExpensesAmt
CY Total Expenses$29,340CYTotalExpensesAmt
PY Revenues Less Expenses$1,992PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,160CYRevenuesLessExpensesAmt
Total Assets BOY$347,219TotalAssetsBOYAmt
Total Assets EOY$349,233TotalAssetsEOYAmt
Total Liabilities BOY$12,221TotalLiabilitiesBOYAmt
Total Liabilities EOY$75TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$334,998NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$349,158NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION FOR GLOBAL UNDERSTANDING IS DEDICATED TO BUILDING HEALTHY COMMUNITIES WHICH ENABLE AND INSPIRE INDIVIDUALS THROUGH EDUCATION, HEALTH AND CULTURAL PROGRAMMING.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescHEALTHCARE PROGRAMSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,000ExpenseAmt
Grant$6,000GrantAmt
DescEDUCATION PROGRAMSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$6,000ExpenseAmt
Grant$6,000GrantAmt
DescART/MUSIC PROGRAMSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescSTUDENT ACHIEVEMENTDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$12,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBHARATI SHAHPersonNm
Phone8135066083PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15600 MARINER STREET SUITE 200AddressLine1Txt
Address Line2SUITE 200AddressLine2Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR KIRAN PATEL
CHAIRPERSONYes (X)Yes (X)$0$0$0
DR PALLAVI PATEL
VICE CHAIRPEYes (X)Yes (X)$0$0$0
SHILEN PATEL
EXECUTIVE DIYes (X)$0$0$0
BHARATI SHAH
TREASURERYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$23,500FundraisingAmt
All Other Contributions$20,000AllOtherContributionsAmt
Total Contributions$43,500TotalContributionsAmt
Contri Rpt Fundraising Event$23,500ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,500TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Program Services$12,000ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,340TotalAmt
Fundraising$17,340FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,340TotalAmt
Program Services$12,000ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$17,340FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$137,219BOYAmt
EOY$45,233EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$210,000BOYAmt
EOY$210,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$94,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$347,219BOYAmt
EOY$349,233EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,221BOYAmt
EOY$75EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,221BOYAmt
EOY$75EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$334,998BOYAmt
EOY$349,158EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$334,998BOYAmt
EOY$349,158EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$347,219BOYAmt
EOY$349,233EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,160ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,875CurrentTaxYearMinus1YearAmt
Current Tax Year$43,500CurrentTaxYearAmt
Total$300,086TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,353CurrentTaxYearMinus4YearsAmt
Total$22,353TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$114,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,875CurrentTaxYearMinus1YearAmt
Current Tax Year$43,500CurrentTaxYearAmt
Total$322,439TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$322,439PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$114,706CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$73,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,675CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,875CurrentTaxYearMinus1YearAmt
Current Tax Year$43,500CurrentTaxYearAmt
Total$322,439TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$23,500GrossReceiptsEvent1Amt
Charitable Contri Event1$23,500CharitableContriEvent1Amt
Gross Receipts Total$23,500GrossReceiptsTotalAmt
Charitable Contributions Tot$23,500CharitableContributionsTotAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmt
MARINE CORPS SCHOLARSHIP FUND
909 N WASHINTON STREETSUTE 400ALEXANDRIAVA22314221905062501(C)$6,000
STAGEWORKS THEATER
1120 E KENNEDY BLVDSUITE 151TAMPAFL33602$6,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4DSTUDENT ACHIEVEMENT
FORM 990, PAGE 6, PART VI, LINE 2KIRAN C PATEL, MD PALLAVI K PATEL, MD FOUNDER V CHARIMAN RELATED PARTY/FOUNDERS
FORM 990, PAGE 6, PART VI, LINE 11BREVIEW CONDUCTED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 19AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GGOLF TOURNAMENT CHARITY GOLF EXPENSES 0 0 17,340 TOTAL 0 0 17,340