THE GORDHAN DASS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE GORDHAN DASS FOUNDATION (EIN 83-0380508)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-18
IRS object ID: 202503229349101130
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
Cash Distribution Expln Stmt
Contractor Compensation Expln
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-18T09:06:48-08:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt
Disaster Relief	LOS ANGELES COUNTY FIRE	DisasterReliefTxt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954120221	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Clumeck Stern Schenkelberg & Getzoff	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17404 Ventura Bl 2nd Floor	AddressLine1Txt
City	Encino	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91316	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	830380508	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE GORDHAN DASS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GORD	BusinessNameControlTxt
Phone	6616314312	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1400 EASTON DRIVE 106	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	VINOD KUMAR GUPTA	PersonNm
Person Title	CEO	PersonTitleTxt
Signature	2025-11-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHEN N GETZOFF	PreparerPersonNm
PTIN	P00245834	PTIN
Phone	8189062230	PhoneNum

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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$49,955,249	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	$127,604	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$127,604	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$127,604	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$467,602	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$467,602	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$467,602	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,562,570	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$10,983,568	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,562,570	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$1,249,917	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$3,225	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$2,161,001	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,157,776	TotalNetInvstIncmAmt
Total Adj Net Incm	$1,845,123	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$293,784	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$293,784	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$38,692	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$17,955	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$9,585	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,920	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$350,431	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$9,585	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$295,704	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$13,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$13,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$363,431	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$9,585	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$308,704	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,797,570	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,148,191	NetInvestmentIncomeAmt
Adjusted Net Income	$1,845,123	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$424,697	CashBOYAmt
Cash EOY	$115,757	CashEOYAmt
Cash EOYFMV	$115,757	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$3,093,897	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,667,588	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,667,588	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$3,697,105	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$18,823,826	CorporateStockBOYAmt
Corporate Stock EOY	$23,934,128	CorporateStockEOYAmt
Corporate Stock EOYFMV	$44,999,353	CorporateStockEOYFMVAmt
Other Investments BOY	$121,198	OtherInvestmentsBOYAmt
Other Investments EOY	$12,033	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$12,033	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$65,148	OtherAssetsBOYAmt
Other Assets EOY	$160,518	OtherAssetsEOYAmt
Other Assets EOYFMV	$160,518	OtherAssetsEOYFMVAmt
Total Assets BOY	$26,225,871	TotalAssetsBOYAmt
Total Assets EOY	$28,890,024	TotalAssetsEOYAmt
Total Assets EOYFMV	$49,955,249	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$242	AccountsPayableBOYAmt
Accounts Payable EOY	$242	AccountsPayableEOYAmt
Grants Payable BOY	$3,145,161	GrantsPayableBOYAmt
Grants Payable EOY	$18,092,161	GrantsPayableEOYAmt
Other Liabilities BOY	$190,228	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$198,678	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$3,335,631	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$18,291,081	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$22,890,240	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$10,598,943	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$22,890,240	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,598,943	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,225,871	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$28,890,024	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$22,890,240	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,797,570	ExcessRevenueOverExpensesAmt
Other Increases	$871,133	OtherIncreasesAmt
Subtotal	$25,558,943	SubtotalAmt
Other Decreases	$14,960,000	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$10,598,943	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY 2321 ST	P	2024-01-01	2024-06-30	$2,131,440	$1,837,238	$294,202	$294,202
FIDELITY 2321 LT	P	2000-01-01	2024-12-31	$522,640	$372,879	$149,761	$149,761
FIDELITY 1690 ST	P	2024-01-01	2024-06-30	$5,948,339	$4,992,624	$955,715	$955,715
FIDELITY 1690 LT	P	2000-01-01	2024-12-31	$352,163	$362,264	-$10,101	-$10,101
FIDELITY 4911 ST	P	2000-01-01	2024-06-30	$1,056,220	$1,050,324	$5,896	$5,896
UBS 7750 LT	P	2000-01-01	2024-12-31	$972,766	$729,569	$243,197	$243,197
URBAN INFRASTURCTURE LLC	P	2000-01-01	2024-12-31		$76,100	-$76,100	-$76,100

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,562,570	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$1,249,917	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$29,860	InvestmentIncomeExciseTaxAmt
Subtotal	$29,860	SubtotalAmt
Tax Based On Investment Income	$29,860	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$55,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$55,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$1,661	EsPenaltyAmt
Overpayment	$23,479	OverpaymentAmt
Applied To ES Tax	$23,479	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	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	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	Yes (true)	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	KENNETH HAHS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6616314312	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1400 EASTON DRIVE 106	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (true)	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	Yes (true)	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	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
VINOD KUMAR GUPTA
10914 PRINCEVILLE CT	BAKERSFIELD	CA	93311	CEO	2.00	$0
RAMESH C GUPTA
10908 PRINCEVILLE CT	BAKERSFIELD	CA	93311	Director	0.00	$0
AMOL GUPTA
101 NORTH WOLFE ST APT 461	BALTIMORE	MD	21231	Secretary	1.00	$0
VIVEK GUPTA
6001 SW 70TH ST APT 529	SOUTH MIAMI	FL	33143	Director	1.00	$0
KENNETH HAHS
2411 DODD ST	BLAINE	WA	98230	CFO	20.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
CLUMECK STERN SCHENKELBERG GETZOFF
17404 VENTURA BLVD - 2ND FLOOR	ENCINO	CA	91316	AUDIT AND TAX	$94,215
HBCC SERVICES INC
2411 DODD ST	BLAINE	WA	98230	CFO	$36,800
Seyfarth Shaw LLP
601 South Figueroa Street STE 3300	Los Angeles	CA	900175793	LEGAL SERVICES	$161,905

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$41,529,186	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,715,076	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$51,724	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$44,295,986	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$44,295,986	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$664,440	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$43,631,546	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,181,577	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,181,577	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$29,860	TaxBasedOnInvestmentIncomeAmt
Total Tax	$29,860	TotalTaxAmt
Distributable Before Adj	$2,151,717	DistributableBeforeAdjAmt
Distributable Before Ded	$2,151,717	DistributableBeforeDedAmt
Distributable As Adjusted	$2,151,717	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$308,704	ExpensesAndContributionsAmt
Set Aside Cash Distri Test	$14,960,000	SetAsideCashDistriTestAmt
Qualifying Distributions	$15,268,704	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,151,717	DistributableAsAdjustedAmt
Undistributed Income PY	$1,605,164	UndistributedIncomePYAmt
Qualifying Distributions	$15,268,704	QualifyingDistributionsAmt
Applied To Year1	$1,605,164	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,151,717	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$11,511,823	RemainingDistriFromCorpusAmt
Total Corpus	$11,511,823	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$11,511,823	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$11,511,823	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	VINOD KUMAR GUPTA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1400 EASTON DR 106	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93309	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	6616314312	RecipientPhoneNum
Form And Info And Materials	NO SPECIFIC FORM	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
HINDU TEMPLE OF KERN COUNTY
6700 VALLEY VIEW DRIVE	BAKERSFIELD	CA	93306	NONE	NC	CULTURAL DEVELOPEMENT	$1,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	NONE	PC	CHARITY	$1,000
DOCTORS WITHOUT BORDERS USA INC
333 SEVENTH AVE	NEW YORK	NY	10001	NONE	PC	INTERNATIONAL RELIEF ASSISTANCE	$750
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	NONE	PC	CHARITY	$1,000
NATIONAL KIDNEY FOUNDATION
17100 VENTURA BLVD	ENCINO	CA	91316	NONE	PC	RESEACH	$1,000
HELPS INTL
15301 Dallas Pkwy Ste 200	Addison	TX	75001	NONE	PC	CHARITY	$750
CHILDRENS MIRACLE NETWORK
205 W 700 S	SALT LAKE CITY	UT	84101	NONE	PC	CHARITY	$750
UNITED FARM WORKERS
238 18TH STREET SUITE 10	BAKERSFIELD	CA	93301	NONE	PC	GENERAL CHARITY	$500
RONALD MCDONALD HOUSE
110 N CARPENTER ST	CHICAGO	IL	60607	NONE	PC	GENERAL CHARITY	$1,000
BAKERSFIELD POLICE OFFICERS ASSOCIA
PO BOX 2501	BAKERSFIELD	CA	93303	NONE	PC	CHARITY	$1,250
BAKERSFIELD SENIOR CENTER
530 4TH STREET	BAKERSFIELD	CA	93304	NONE	PC	CHARITY	$1,000
KERN COUNTY FIREFIGHTERS MUSTER ASS
7900 DOWNING AVE STE D	BAKERSFIELD	CA	93308	NONE	PC	CHARITY	$1,000
KERN PARTNERSHIP FOR CHILDREN AND F
PO BOX 187	BAKERSFIELD	CA	93302	NONE	PC	CHARITY	$750
CHINMAYA EDUCATION FOUNDATION INC
4206 GATEWAY CENTRE STE 100	FLINT	MI	48507	NONE	PC	CHARITY	$1,250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$13,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$127,604	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$467,602	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,562,570	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,157,776	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,157,776	TotalIncomeProducingActyAmt

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

Cash Distribution Expln Stmt CashDistributionExplnStmt

Field	Value	IRS element (for citing)
Explanation	On September 30 2025 the below mentioned Set Aside was approved for $16,500,000 dollars, $1,540,000 for 2022 and $14,960,000 for 2024. The Board has significant healthcare experience as medical professionals specializing in cancer treatment. Based on the Boards collective expertise and evaluation of the medical needs of underserved communities, the Board identified an opportunity for a PRI that would further the Foundations charitable purposes by promoting health and health care in India. The Foundation will make program-related investments of up to $16,500,000 in Medverse through which the Foundation will (indirectly) invest in and make below-market rate loans to, Medimount, which will be required to use such proceeds to provide cancer treatment to, and advance cancer research in connection with, economically disadvantaged populations in India. The Foundation seeks advance approval of the Set-aside Amount of $16,500,000, which includes the Initial Set-aside Amount and an additional $14,960,000 to be set-aside . The Set-aside Amount represents an aggregate investment that the Foundation intends to indirectly, through its wholly-owned LLC, Medverse, invest in and/or loan to Medimount, subject to typical hospital funding structures in India, for purposes of constructing, owning, and operating the Hospital. Specifically, the Hospital will provide comprehensive cancer care services, including medical oncology, surgical oncology, and radiation oncology. The Hospital will be equipped with the latest diagnostic (PET/CT) and radiation equipment and will also offer chemotherapy, immunotherapy, and biologic therapy to patients. Medimount also intends to provide community prevention services, research, training, and education to cancer-focused medical and paramedical professionals. Physicians specializing in cancer care serve on the board of directors of Medimount and provide oversight of its activities.	ExplanationTxt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (3 entries)

ExplanationExplanationTxt
CLUMECK STERN SCHENKELBERG GETZOFF
PREPERATION OF AUDITS AND TAX RETURNS
HBCC SERVICES INC
CFO SERVICES
Seyfarth Shaw LLP
SERVICES FOR LEGAL OPINIONS AND COMPLIANCE.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY - 1690 STOCKS	$18,553,913	$38,417,951
UBS - 7750	$1,758,413	$2,448,589
FIDELITY - 2321	$2,988,715	$3,476,506
FIDELITY - 4911	$633,087	$656,307

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
GS CAPITAL PARTNERS VI LP	FMV	$12,033	$12,033
URBAN INFRASTRUCTURE	FMV

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDesc	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt	BOY Book ValueBOYBookValueAmt
EXCISE TAXES OVERPAID	$30,544	$30,544
INTEREST AND DIVIDENDS RECEIVABLE	$21,398	$21,398	$5,148
OTHER	$48,576	$48,576

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	SET ASIDE FOR PROGRAM RELATED INVESTMENT	Desc
Amt	$14,960,000	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES	$9,585	$9,585
OFFICE	$1,920		$1,920
Rental Expenses	$6,450

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Global Intangible Low Taxed Income	Desc
Revenue And Expenses Per Books	$3,225	RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
book/tax income adjustment	$9,814
unrealized investment adjustments	$861,319

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
ADVANCE PAYABLE	$71,163	$198,678
federal taxes payable	$119,065

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING AND LEGAL	CategoryTxt
Amt	$293,784	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$293,784	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES AND PENALTIES	CategoryTxt
Amt	$38,692	Amt