2020-09-16T01:54:58-05:00 2019-10-31 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990PF 2018-11-01 823755232 DRS KIRAN & PALLAVI PATEL 2017 FOUNDATION FOR GLOBAL UNDERSTANDING INC DRSK 3144447757 5600 MARINER STREET TAMPA FL 33609 SHILEN PATEL PRESIDENT 3144447757 2020-09-16 1 BRANDY L TERWILLIGER CPA P00645694 5173237500 2020-09-14 69.47.12.75 2020-09-16 01:54:49 ED P C5952EEA30BF7FC86DAE0A62ED153E0E3BB5796F 65BB7716B73E6F83F0A797AD7116E15789692848 2018 2021-09-10 13:11:23Z X 307335315 X 24000 6335407 4820168 4820168 -4116441 98252632 0 349863 2351511 0 2351511 4594477 4820168 7521542 0 0 0 0 520476 260238 260238 0 96770 48385 48385 0 539593 269797 269796 0 4836719 0 0 3903783 295991 147995 147996 0 1653164 0 0 1653164 461882 208824 208823 44235 8404595 935239 935238 5601182 66499667 66499667 74904262 935239 935238 72100849 -70309785 3884929 6586304 6445190 54013802 54013802 18657338 0 38761425 18657338 18657338 1181178 1181178 122325463 127796263 127796263 106722542 1035808 41925226 105686734 105686734 209457304 307335315 307335315 11331593 1818490 43106081 74412318 202028435 0 10581805 85743911 257534811 X 123713393 49800504 123713393 49800504 209457304 307335315 123713393 -70309785 9868398 63272006 13471502 49800504 SALE OF INVESTMENTS - LONG TERM 2019-12-31 97902769 102369073 -4466304 -4466304 SHORT TERM - EXPIRED OPTIONS 2019-12-31 349863 349863 349863 -4116441 349863 0 18105804 134402284 0.134714 0.134714 0.134714 144529699 19470174 38849 19509023 72100849 X 38849 0 38849 0 38849 59000 54000 0 113000 0 74151 74151 0 0 0 0 0 0 0 0 0 1 1 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 NOVA SOUTHEASTERN UNIVERSITY INC. 61941667 THE PAGIDIPATI FAMILY FUND 2350000 SHAKTI KRUPA CHARITABLE TRUST 1500000 IIT GANDHINAGAR FOUNDATION 400000 0 122310201 13296918 11123540 146730659 0 0 146730659 2200960 144529699 7226485 X 72100849 0 72100849 38849 72062000 2018-10-10 X 6586304 1216493 0 0 7802797 5598358 1034019 0 0 6632377 72100849 18105804 0 0 90206653 66499667 10803845 0 0 77303512 5601182 7301959 0 0 12903141 0 0 4817657 4480076 0 0 9297733 0 0 0 0 DR KIRAN PATEL DR PALLAVI PATEL X NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 333147796 NONE PUBLIC CHARITY DR. KIRAN C. PATEL COLLEGE OF OSTEOPATHIC MEDICINE - PATEL START-UP OPERATIONS FUND 4198343 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 333147796 NONE PUBLIC CHARITY DR. KIRAN C. PATEL COLLEGE OF OSTEOPATHIC MEDICINE - PATEL CAPITAL GIFT FUND 8637243 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 333147796 NONE PUBLIC CHARITY DR. KIRAN C. PATEL COLLEGE OF ALLOPATHIC MEDICINE - PATEL ENDOWED CAM (MD) FUND 4000000 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 333147796 NONE PUBLIC CHARITY CAPITAL/OTHER SUPPORT 2000000 IIT GANDHINAGAR FOUNDATION 450 MELVILLE AVENUE PALO ALTO CA 94301 NONE PUBLIC CHARITY GENERAL SUPPORT 400000 HCC FOUNDATION 39 COLUMBIA DRIVE TAMPA FL 33606 NONE PUBLIC CHARITY PATEL FAMILY ENDOWED SCHOLARSHIP FUND 200000 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 1500000 THE PAGIDIPATI FAMILY FUND 1010 N FLORIDA AVENUE TAMPA FL 33602 NONE PUBLIC CHARITY XPRIZE FOUNDATION PLEDGE 2350000 HILLS COUNTY OSTEOPATHIC MEDICINE 39 COLUMBIA DRIVE TAMPA FL 33606 NONE PUBLIC CHARITY GENERAL SUPPORT 3000 RICHARD C CONDORELLI MEMORIAL FOUNDATION 8 MYOPIA LANE NASHUA NH 03063 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 RUTH ECKERD HALL 1111 MCMULLEN BOOTH RD CLEARWATER FL 33759 NONE PUBLIC CHARITY GENERAL SUPPORT 75000 NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVENUE FORT LAUDERDALE FL 333147796 NONE PUBLIC CHARITY GENERAL SUPPORT (ACCRUED) 43106081 66499667 0 LEASE INCOME 2351511 900000 1515239 14 4820168 18 -4116441 1515239 703727 2351511 4570477 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). THE FOUNDATION ENTERED INTO A LEASE WITH NOVA SOUTHEASTERN UNIVERSITY DURING THE TAX YEAR. 0 0 0 0 0 0 0 0 0 0 X X 1 DRS KIRAN AND PALLAVI PATEL 5600 MARINER ST TAMPA FL 33609 24000 X ACCOUNTING FEES 96770 48385 48385 0 FIXED INCOME FMV 6614359 6614359 EQUITIES FMV 104835259 104835259 REAL ASSETS FMV 1833967 1833967 OANDA CORP FMV 1375866 1375866 AXIOM ACQUISITION VENTURES IV FMV 2203840 2203840 IIFL OPPORTUNITIES FUND FMV 9116798 9116798 AXIOM ACQUISITION VENTURES IV-A FMV 1720945 1720945 OANDA CORP-2 FMV 95229 95229 BUILDING 88255669 754322 87501347 87501347 PARKING GARAGE 12666873 281486 12385387 12385387 LAND 5800000 0 5800000 5800000 LEGAL FEES 520476 260238 260238 0 104393627 FIFTH THIRD BANK 30000000 29908085 2018-04 3.680000000000 CLEARWATER OSTEOPATHIC MEDICAL COLLEGE 38000000 16500000 2018-10 2028-10 1.500000000000 PINELLAS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY INDUSTRIAL DEVELOPMENT 95145549 81134808 2019-08 2039-07 5.000000000000 SUNTRUST 79000000 66735542 2019-10 2020-10 2.670000000000 FIFTH THIRD BANK 7750000 7750000 2019-10 2020-02 2.570000000000 UNREALIZED LOSS ON NOTE RECEIVABLE 10557787 CHANGE IN PARTNERSHIP VALUE 2913715 INSURANCE EXPENSE 60917 8341 8341 44235 BANK SERVICE CHARGES 88 44 44 0 OTHER INVESTMENT EXPENSES 200877 100439 100438 0 BAD DEBT EXPENSE 200000 100000 100000 0 LEASE INCOME 2351511 2351511 UNREALIZED GAIN ON INVESTMENTS 9868398 CITI - SERIES 2019 BOND 0 10581805 DURGA PROPERTY HOLDINGS INC 2750000 0 2018-05 2018-11 12.000000000000 0 LAXMI OF NAPLES LLC 1200000 0 2018-03 2018-10 12.000000000000 0 TWINS HOSPITALITY LLC 114675 0 2018-04 2019-07 12.000000000000 0 KPATEL LLC 305000 290957 2018-08 2021-08 8.000000000000 0 ASTA HOLDINGS LLC 6683000 0 2018-09 2019-09 10.000000000000 0 LAXMI OF PORT CHARLOTTE LLC 5150000 5150000 2018-10 2019-04 6.000000000000 0 DAVID AND MELISSA HUNT 9165000 0 2018-06 2018-12 12.000000000000 0 S&E GLOBAL LLC 100000 100000 2018-07 2019-07 12.000000000000 0 S4GLOBAL INV 200000 200000 2018-09 2019-03 12.000000000000 0 SANAM CONYERS LODGING LLC 1505805 JANAM MADISON LODGING LLC 869131 NORTH DAKOTA - GALA PROPERTIES LLC 0 ARUBA VENTURES LLC 3007646 DRS KIRAN & PALLAVI PATEL FAMILY FOUNDATION 7533799 INVESTMENT MANAGEMENT FEES 515804 257902 257902 0 OTHER PROFESSIONAL FEES 23789 11895 11894 0 FEDERAL TAXES 267511 133755 133756 0 FOREIGN TAXES - SUNTRUST 28480 14240 14240 0