2025-09-15T16:29:32-05:00 2024-10-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990PF 2023-11-01 823755232 DRS KIRAN & PALLAVI PATEL 2017 FOUNDATION FOR GLOBAL UNDERSTANDING INC DRSK 3144447757 5600 MARINER STREET TAMPA FL 33609 SHILEN PATEL PRESIDENT 3144447757 2025-09-12 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2025-09-13 2023 2025-03-06 01:10:19Z X 281248681 X 2680435 4024823 4024823 4024823 8098737 64903770 8098737 247419 183244 8520002 0 8520002 23323997 12123560 12975488 0 0 0 0 65024 32512 32512 0 64162 32081 32081 0 484720 474794 9926 0 10032724 323536 0 4520817 121466 0 121466 0 4445094 0 4445094 7650 0 0 7650 894982 0 834104 60878 16115822 862923 5475183 4589345 643000 643000 16758822 862923 5475183 5232345 6565175 11260637 7500305 32758050 28323604 28323604 140996 140996 140996 2729761 0 2761849 2729761 2729761 4653639 3945857 3945857 90062570 102039769 102039769 164813831 20751813 147859816 144062018 144062018 6676 6676 6676 278102600 281248681 281248681 3783012 3330935 28686277 20973173 216306975 209246064 9389626 8951773 258165890 242501945 X 19936710 38746736 19936710 38746736 278102600 281248681 19936710 6565175 12244851 38746736 0 38746736 SALE OF INVESTMENTS - LONG TERM P 2024-10-31 64656351 56805033 7851318 7851318 SALE OF INVESTMENTS - SHORT TERM P 2024-10-31 247419 247419 247419 8098737 247419 156523 0 156523 0 156523 21433 0 203000 0 224433 X 5352 62558 62558 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 1 0 0 0 1 N/A ANA ENDRES 6164502477 7125 HEADLEY STREET SUITE 213 ADA MI 49301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 GRANTS WERE GIVEN TO VARIOUS ORGANIZATIONS BASED ON THE RECIPIENT ORGANIZATION'S FOCUS ON EDUCATION AND HEALTH IN THE COMMUNITY, AS WELL AS THEIR COMMITMENT TO EXCELLENCE IN SERVING THE COMMUNITY. 643000 ADVANCING HEALTH CARE IN FLORIDA, AND INTERNATIONALLY, BY EDUCATING THOSE WHO CAN MAKE A DIFFERENCE, PARTICULARLY IN MULTICULTURAL AND UNDERSERVED COMMUNITIES. THIS COMMITMENT INCLUDES GIFTING NOVA SOUTHWESTERN UNIVERSITY THE REAL ESTATE AND BUILDING INVESTMENT THAT IS NOW THE NSU TAMPA BAY REGIONAL CAMPUS. THE GIFT CONTAINS AN ENDOWMENT TO SUSTAIN THE OPERATION OF THE COLLEGE'S TAMPA BAY LOCATION IN PERPETUITY 5024213 0 99206440 33014565 2877433 135098438 0 0 135098438 2026477 133071961 6653598 X 5232345 0 550000 5782345 2018-10-10 X 6653598 6233060 6308259 5504978 24699895 5655558 5298101 5362020 4679231 20994911 5782345 10785044 17847145 22890849 57305383 459756 833590 9390129 15350000 26033475 5322589 9951454 8457016 7540849 31271908 0 0 4435732 4155373 4664307 3669985 16925397 0 0 0 0 DR KIRAN PATEL DR PALLAVI PATEL X SHAKTI KRUPA CHARITABLE TRUST AT PO TALUKA SINOR DIST MOTA FOFALIA GUJARAT IN NONE PUBLIC CHARITY VARIOUS PERMANENT PROJECTS, I.E., HEALTH, EDUCATION, RURAL DEVELOPMENT AND SOCIAL SERVICE MAINLY FOR THE UPLIFTMENT OF THE RURAL COMMUNITY 625000 MAHARISH INTERNATIONAL UNIVERSITY 1000 N 4TH ST FAIRFIELD IA 52557 NONE PUBLIC CHARITY GENERAL SUPPORT 18000 643000 0 LEASE INCOME 8520002 14 4024823 18 8098737 0 12123560 8520002 20643562 1 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). 0 0 0 0 0 0 0 0 0 0 X X 1 DRS KIRAN AND PALLAVI PATEL 9911 SURYA KIRAN PLACE TAMPA FL 33618 2680435 X ACCOUNTING FEES 64162 32081 32081 0 FIXED INCOME FMV 12585999 12585999 EQUITIES FMV 77429035 77429035 IIFL OPPORTUNITIES FUND FMV 2900958 2900958 AXIOM ACQUISITION VENTURES, LLC FMV 5500000 5500000 NIRVANAHEALTH INC FMV 409321 409321 REAL ASSETS FMV 3214456 3214456 BUILDING 153028831 20751813 132277018 132277018 LAND 11785000 0 11785000 11785000 LEGAL FEES 65024 32512 32512 0 66499050 FIFTH THIRD BANK 30000000 66499050 2018-04 3.675000000000 CLEARWATER OSTEOPATHIC MEDICAL COLLEGE 38000000 17400000 2018-10 2028-10 1.500000000000 PINELLAS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY INDUSTRIAL DEVELOPMENT 95145549 91543142 2019-08 2039-07 5.000000000000 SYNOVUS BANK 10000000 6500000 2021-04 PATEL FAMILY FOUNDATION 23483190 23483190 2021-10 2030-10 0.000000000000 CLIMATE FIRST BANK 3791754 3820682 2023-09 OTHER RECEIVABLE 6676 6676 6676 INSURANCE EXPENSE 776739 0 776739 0 UTILITIES 17365 0 17365 0 OPERATING 60878 0 0 60878 CHARTER SCHOOL SOFT COST EXPENSE 40000 0 40000 0 LEASE INCOME 8520002 8520002 UNREALIZED GAIN ON INVESTMENTS 9948503 INCOME ADJUSTMENT - GRANTS RETURNED 183244 DISCOUNT ON GRANT COMMITMENTS 2113104 CITI - SERIES 2019 BOND 9389626 8951773 SANAM CONYERS LODGING LLC 1609500 1419001 2016-02 2045-10 5.500000000000 0 JANAM MADISON LODGING LLC 988456 860238 2016-03 2026-03 5.500000000000 0 BODY 20 - THE HEIGHTS HOUSTON LLC 288936 350522 2022-05 2024-05 8.000000000000 0 RHEA & ESHA MGMT & INV LLC 100000 100000 2022-06 2023-05 12.000000000000 0 INVESTMENT MANAGEMENT FEES 368054 368054 0 0 PROFESSIONAL FEES - OTHER 9926 0 9926 0 OTHER INVESTMENT FEES 106740 106740 0 0 PROPERTY TAXES 103299 0 103299 0 FEDERAL TAXES 18167 0 18167 0