SODHANI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SODHANI FOUNDATION (EIN 47-5268267)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349105123
- Schema version
- 2021v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:08:54-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY SHULMAN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1938 WASHINGTON STREET UNIT 414 | AddressLine1Txt |
| City | Auburndale | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475268267 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SODHANI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SODH | BusinessNameControlTxt |
| Phone | 4156081565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 21ST AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARVIND SODHANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156081565 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARVIND | PersonFirstNm |
| Person Last | SODHANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY SHULMAN CPA | PreparerPersonNm |
| PTIN | P01459823 | PTIN |
| Phone | 6172447495 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,117,998 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,668 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $237,702 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $72,679 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,381 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $318 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $318 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $797 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $797 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,650 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,988 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,650 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,645 | CashBOYAmt |
| Cash EOY | $267,233 | CashEOYAmt |
| Cash EOYFMV | $267,233 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,309,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,034,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,034,697 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,326,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,512,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,816,068 | CorporateStockEOYFMVAmt |
| 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 | $4,807,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,814,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,117,998 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,880 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$2,880 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,807,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,814,832 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,807,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,814,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,807,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,814,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,807,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $242,302 | OtherIncreasesAmt |
| Subtotal | $4,819,393 | SubtotalAmt |
| Other Decreases | $4,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,814,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 500 SHARES NETFLIX | P | 2016-07-19 | 2021-08-27 | $280,000 | $0 | $42,308 | $237,692 | $0 | $0 | $0 | $237,692 |
| 390,000 SCHWAB ULTRA SHARES | P | 2018-07-09 | 2021-05-06 | $390,127 | $0 | $390,117 | $10 | $0 | $0 | $0 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,109 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,109 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,109 | OriginalReturnTaxPaidAmt |
| Tax Due | $141 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARVIND SODHANI | IndividualWithBooksNm |
| Phone | 4156081565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 21ST AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94121 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARVIND SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | PRESIDENT/TREASURER | 5.00 | $0 | $0 | $0 |
| ARJUN SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| PRABHA SODHANI | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MONA KHAITAN | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | SECRETARY | 0.00 | $0 | $0 | $0 |
| VISHWANATH KHAITAN | ||||||||
| 85 21ST AVENUE | SAN FRANCISCO | CA | 94121 | DIRECTOR | 0.00 | $0 | $0 | $7 |
| 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 | $4,801,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,278,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,079,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,079,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,958,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,250 | TotalTaxAmt |
| Distributable Before Adj | $393,678 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $393,678 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $393,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $297,988 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,678 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $226,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $272,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $274,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $773,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,988 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $297,988 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,070,988 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $393,678 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,070,988 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $226,288 | ExcessFromYear3Amt |
| Excess From Year2 | $272,511 | ExcessFromYear2Amt |
| Excess From Year1 | $274,201 | ExcessFromYear1Amt |
| Excess From Current Year | $297,988 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARVIND SODHANI | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SEWA INTERNATIONAL | ||||||
| 1000 W OAKS MALL 100 | HOUSTON | TX | 77082 | 501(C)(3) | SPONSOR A CHILD | $114,608 |
| SEWA INTERNATIONAL | ||||||
| 1000 W OAKS MALL 100 | HOUSTON | TX | 77082 | 501(C)(3) | YGEN CONCENTRATOR TO INDIA FOR COVID | $100,000 |
| CURE DUCHENNE | ||||||
| 1400 QUAIL ST SUITE 110 | NEWPORT BEACH | CA | 92660 | 501(C)3 | MEDICAL RESEARCH IN DUCHENNE | $5,000 |
| SEWA USA SPONSOR A CHILD | ||||||
| 1000 W OAKS MALLS 100 | HOUSTON | TX | 77082 | 501(C)3 | FOOD FOR COVID RELATED | $2,880 |
| (no name) | ||||||
| $0 | ||||||
| BOYS AND GIRLS CLUBS OF NAPA | ||||||
| 1515 PUEBLO AVENUE | NAPA | CA | 94558 | 501(C)3 | OPPORTUNITIES FOR YOUTH IN NAPA | $0 |
| SEWA INTERNATIONAL | ||||||
| 1000 W OAKS MALLS 100 | HOUSTON | TX | 77082 | 501(C)3 | SPON | $0 |
| SEWA INTERNATIONAL | ||||||
| 1000 NW OAKS MALLS 100 | HOUSTON | TX | 77082 | 501()3' | SPONSOR A CHILD | $0 |
| NAPA COUNTY FARM BUREAU FOUNDATION | ||||||
| 811 JEFFERSON ST | NAPA | CA | 94559 | 501(C)3 | SUPPORT FOR FARMWORKERS IN NAPA | $0 |
| 0 | ||||||
| 1480 MAIN ST | ST HELENA | CA | 94574 | 501(C)3 | FIRE FIGHTING EQUIPMENT PURCHASE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $222,488 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt |
|---|---|---|---|---|---|---|
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| SEWA INTERNATIONAL | ||||||
| $75,500 | 1000 W OAKS MALLS 100 | HOUSTON | TX | 77082 | 501(C)3 | SPONSOR A CHILD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,668 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $237,702 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $310,381 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,381 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Interest on Bank savings deposits |
| 4 | Dividends on investments |
| 8 | Capital gains on investments |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BHATIA & CO ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHARES ALTRIA GROUP INC | $323,750 | $473,900 |
| 4,000 SHARES EXXON MOBIL CORP | $231,000 | $244,760 |
| 1,000 SHARES COSTCO WHOLESALE | $167,005 | $567,700 |
| 5,950 SHARES META PLATFORMS INC | $166,285 | $2,001,283 |
| 5,000 SHARES WELLS FARGO | $294,254 | $239,900 |
| 7,500 SHARES LUMEN TECHNOLOGIES | $161,360 | $94,125 |
| 8,000 STARWOOD PPTY TRUST | $169,248 | $194,400 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES | Desc |
| Amt | $4,561 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $75 | $75 |
| DUES & SUB | $95 | $95 |
| OFFICE EXPENSES | $608 | $608 |
| OFFICE SUPPLIES | $19 | $19 |
| GIFTS |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PURCHASE OF INVESTMENTS | $231,000 |
| ADDJUSTMENT OF CONTRIBUTIONS | $11,302 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $35 | Amt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |