THE@ARHANT SOCIAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE@ARHANT SOCIAL FOUNDATION INC (EIN 54-1973018)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-27
- IRS object ID
- 202503009349100705
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T07:43:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541973018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARHANT SOCIAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARHA | BusinessNameControlTxt |
| Phone | 6177952239 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5746 UNION MILL ROAD SUITE 575 | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEENAKSHI JAIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6177952239 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $237,786,679 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $204,185,982 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,670,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,670,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,094,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,930,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,094,589 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,921 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $220,976,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,787,253 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $2,640 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,320 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,320 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,728 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,727 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $143,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,187 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,638 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $54,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $88,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,127 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $294,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,812 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,301,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,301,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,595,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,435,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $217,380,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,680,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $780,522 | CashBOYAmt |
| Cash EOY | $1,495,027 | CashEOYAmt |
| Cash EOYFMV | $1,495,027 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,687,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,758 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $498,365 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,819,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $227,670,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $236,207,894 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $34,785,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,248,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,786,679 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,785,598 | RetainedEarningBOYAmt |
| Retained Earning EOY | $229,248,847 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,785,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $229,248,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,785,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,248,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,785,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $217,380,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $252,166,026 | SubtotalAmt |
| Other Decreases | $22,917,179 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $229,248,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $51,930,305 | GrossSalesPriceAmt |
| Cost Or Other Basis | $37,835,716 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,094,589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,094,589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,094,589 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,094,589 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231,865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $231,865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $231,865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $117,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $237,650 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $354,730 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $122,865 | OverpaymentAmt |
| Applied To ES Tax | $122,865 | 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 | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEENAKSHI JAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177952239 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5746 UNION MILL ROAD SUITE 575 | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20124 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PRABHAT JAIN | ||||||||
| 5746 UNION MILL ROAD SUITE 575 | CLIFTON | VA | 20124 | PRESIDENT AND CHAIRMAN | 0.50 | $0 | $0 | $0 |
| SANTOSH JAIN | ||||||||
| 5746 UNION MILL ROAD SUITE 575 | CLIFTON | VA | 20124 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MEENAKSHI JAIN | ||||||||
| 5746 UNION MILL ROAD SUITE 575 | CLIFTON | VA | 20124 | SECRETARY AND DIRECTOR | 2.00 | $0 | $0 | $0 |
| BHARATI JAIN | ||||||||
| 5746 UNION MILL ROAD SUITE 575 | CLIFTON | VA | 20124 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| NEERJA JAIN | ||||||||
| 5746 UNION MILL ROAD SUITE 575 | CLIFTON | VA | 20124 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1747 PENNSYLVANIA AVE NW STE 900 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $102,298 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DONATES TO VARIOUS ORGANIZATIONS TO PROMOTE EDUCATION, WELL-BEING, AND VOCATIONAL TRAINING TO TRY AND IMPROVE THE LIVES OF THOSE IN NEED DOMESTICALLY AND INTERNATIONALLY. | Description1Txt |
| Expenses1 | $3,301,233 | Expenses1Amt |
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 | $73,888,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,116,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,004,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,004,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,290,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,714,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,235,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,235,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231,865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231,865 | TotalTaxAmt |
| Distributable Before Adj | $4,003,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,003,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,003,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,435,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,435,045 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,003,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $721,453 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,435,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $721,453 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,713,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,290,278 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVIT FOUNDATION | |||||||||||
| B-205 TOWER B PIONEER URBAN SQUARE | HARYANA | IN | NC | GRANT FOR RAIN WATER STORAGE AND VILLAGE DEVELOPMENT TO IMPROVE WATER ACCESS IN RAJASTHAN INDIA | $172,811 | ||||||
| AMERICAN FRIENDS OF HELPAGE INDIA INC | |||||||||||
| NC | TO SUPPORT DISADVANTED ELDERLY IN RURAL VILLAGES OF INDIA | $50,000 | 2550 M STREET NW | WASHINGTON | DC | 20037 | |||||
| BOYS AND GIRLS CLUB OF APPALACHIA | |||||||||||
| NC | TO IMPLEMENT PROGRAM IN HARLAN COUNTY SCHOOLS TO INCREASE HEALTHY CHOICES RELATED TO SMOKING, DRUG USE, RELATIONSHIPS | $130,000 | 1 POSITIVE PLACE | HARLAN | KY | 40831 | |||||
| BOYS AND GIRLS CLUBS OF HOPKINSVILLE CHRISTIAN COUNTY INC | |||||||||||
| NC | SUMMER FIELD TRIP FOR 100 YOUTH | $3,200 | PO BOX 1071 1600 WALNUT STREET | HOPKINSVILLE | KY | 42241 | |||||
| DEEPALAYA | |||||||||||
| 46 INSTITUTIONAL AREA D BLOCK | JANAKPURI | IN | NC | GRANTS | $45,301 | NEW DELHI | 110058 | ||||
| EDU GIRLS INC | |||||||||||
| PC | DONATION FOR GIRL EDUCATION SUPPORT IN INDIA | $15,000 | 25 KENTBURY WAY | BETHESDA | MD | 20814 | |||||
| EDUCATION SUPPORT ORGANIZATION | |||||||||||
| 4TH FLOOR SUGAM HOUSE | AHMEDABAD | IN | NC | GRANT TO PROVIDE ELEMENATRY EDUCATION FOR CHILDREN IN SLUM COMMUNITIES OF LUKNOW AND AHMEDABAD INDIA | $222,978 | ||||||
| EKAL VIDYALAYA FOUNDATION OF USA | |||||||||||
| NC | DONATION FOR RURAL EDUCATION/EMPOWERMENT IN RURAL VILLAGES OF INDIA | $50,000 | PO BOX 821369 | HOUSTON | TX | 77282 | |||||
| HELPAGE INDIA | |||||||||||
| QUTAB INSTITUTIONAL AREA | NEW DELHI | IN | NC | GRANT FOR A MOBILE HEALTH UNIT IN RURAL PUNJAB TO PROVIDE BASIC MEDICAL SERVICES TO ELDERLY POPULATION OF 2000 PEOPLE/YEAR | $77,000 | 10016 | |||||
| MERCY SHIPS | |||||||||||
| NC | HOSPITAL SHIPS TO BRING FREE SURGERIES AND MEDICAL TRAINING TO DEVELOPING COUNTRIES | $12,000 | PO BOX 1930 | GARDEN VALLEY | TX | 75771 | |||||
| RISE AGAINST HUNGER | |||||||||||
| NC | HUNGER RELIEF | $12,000 | 4801 GLENWOOD AVENUE SUITE 200 | RALEIGH | NC | 27612 | |||||
| ROANOKE AREA MINISTRIES | |||||||||||
| NC | GRANT FOR PURCHASE AND RENOVATION OF BUILDING FOR HOMELESS SHELTER | $760,943 | 824 CAMPBELL AVE | ROANOKE | VA | 24016 | |||||
| SUCCESS FOR ALL FOUNDATION INC | |||||||||||
| PC | GRANT TO CREATE READING CURRICULUM TO SUPPORT LITERACY IMPROVEMENT IN SCHOOLS AND FOR OPERATING SUPPORT | $1,550,000 | 300 E JOPPA ROAD NO 500 | BALTIMORE | MD | 21286 | |||||
| UNICEF USA | |||||||||||
| NC | GRANT FOR MATERNAL NEONATAL TETANUS ELIMINATION - 2ND INSTALLMENT | $200,000 | 125 MAIDEN LANE | NEW YORK | NY | 10038 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,301,233 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,166 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,670,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,094,589 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION SETTLEMENT | 01 | $113 |
| PRIOR YEAR IRS REFUND | 01 | $1,439 |
| IRS REFUND | 01 | $1,369 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,790,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,790,061 | TotalIncomeProducingActyAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CARAVELS LLC | |||||||
| 1 | 2789 GEORGIA HWY 21 SOUTH | RINCON | GA | 31326 | $50,000 | Yes (X) | |
| VIRGINIA TRANSFORMER CORPORATION (VTC) | |||||||
| 2 | 220 GLADE VIEW DRIVE | ROANOKE | VA | 24012 | $154,185,982 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLIC SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $68,135,657 | FairMarketValueAmt |
| Received | 2024-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,455 | Amt |
| Net Investment Income | $2,728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,727 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVIT FOUNDATION | ||||||||||
| B-205 TOWER B PIONEER URBAN SQUARE | GURUGRAM | HARYANA | IN | 122008 | 2024-05-08 | $172,811 | GRANT FOR RAIN WATER STORAGE AND VILLAGE DEVELOPMENT TO IMPROVE WATER ACCESS IN RAJASTHAN INDIA | $172,811 | REPORTS ARE PROVIDED THROUGHOUT THE YEAR. | ALL GRANT FUNDS WERE EXPENDED FOR CHARITABLE PURPOSES. |
| DEEPALAYA | ||||||||||
| 46 INSTITUTIONAL AREA D BLOCK | JANAKPURI | NEW DELHI | IN | 110058 | 2024-10-16 | $45,301 | GRANTS | $45,301 | REPORTS ARE PROVIDED THROUGHOUT THE YEAR. | ALL GRANT FUNDS WERE EXPENDED FOR CHARITABLE PURPOSES. |
| EDUCATION SUPPORT ORGANIZATION | ||||||||||
| 4TH FLOOR SUGAM HOUSE | AMBAVADI | AHMEDABAD | IN | 380006 | 2024-05-17 | $222,978 | GRANT TO PROVIDE ELEMENATRY EDUCATION FOR CHILDREN IN SLUM COMMUNITIES OF LUKNOW AND AHMEDABAD INDIA | $222,978 | REPORTS ARE PROVIDED THROUGHOUT THE YEAR. | ALL GRANT FUNDS WERE EXPENDED FOR CHARITABLE PURPOSES. |
| HELP AGE INDIA | ||||||||||
| QUTAB INSTITUTIONAL AREA | NEW DELHI | IN | 10016 | 2024-10-16 | $77,000 | GRANT FOR A MOBILE HEALTH UNIT IN RURAL PUNJAB TO PROVIDE BASIC MEDICAL SERVICES TO ELDERLY POPULATION OF 2000 PEOPLE/YEAR | $77,000 | REPORTS ARE PROVIDED THROUGHOUT THE YEAR. | ALL GRANT FUNDS WERE EXPENDED FOR CHARITABLE PURPOSES. | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS | $5,510,860 | $9,019,868 |
| EXCHANGE-TRADED & CLOSED-END FUNDS | $222,159,202 | $226,949,283 |
| MUTUAL FUNDS | $0 | $238,743 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGUIRE WOODS | CategoryTxt |
| Legal Fees | $2,640 | LegalFeesAmt |
| Net Investment Income | $1,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,320 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE ON DONATED SECURITIES | Desc |
| Amt | $22,917,179 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRAVEL | $867 | $0 | $0 | $867 |
| FRAUD LOSS | $87,260 | $0 | $0 | $87,260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION SETTLEMENT | $113 | $113 | $0 |
| PRIOR YEAR IRS REFUND | $1,439 | $0 | |
| IRS REFUND | $1,369 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $102,187 | $102,187 | $0 | $0 |
| CONSULTING FEES | $41,638 | $0 | $0 | $41,638 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $54,233 | $0 | $0 | $0 |
| FOREIGN TAXES | $102 | $102 | $0 | $0 |