UJALA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UJALA FOUNDATION (EIN 26-3274193)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349105548
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:49:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873974110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORIENT TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 BRICKELL PLAZA 48TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 | 263274193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UJALA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UJAL | BusinessNameControlTxt |
| Phone | 6103595449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD 401 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR RAJIV L GUPTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6103595449 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC J MOSELEY | PreparerPersonNm |
| PTIN | P01845834 | PTIN |
| Phone | 3055479463 | 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 | $42,425,057 | 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 | $2,031,902 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,464,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,464,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,147,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,737,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,129,179 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,022,195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,666,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,594,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $147,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,591 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,453,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,453,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,632,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,453,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,033,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,445,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,275,191 | CashBOYAmt |
| Cash EOY | $2,390,305 | CashEOYAmt |
| Cash EOYFMV | $2,390,305 | CashEOYFMVAmt |
| US Government Obligations BOY | $941,939 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $944,874 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $956,875 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,214,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,841,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,235,808 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $14,336,520 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,466,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,842,069 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $36,768,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,642,699 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,425,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$603,814 | CapitalStockBOYAmt |
| Capital Stock EOY | -$603,814 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,372,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,246,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,768,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,642,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,768,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,642,699 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,768,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,033,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,801,953 | SubtotalAmt |
| Other Decreases | $3,159,254 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,642,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $3,533,745 | $1,589,350 | $1,944,395 | $1,944,395 | |
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $23,618 | $19,146 | $4,472 | $4,472 | |
| CAPITAL GAINS DIVIDENDS | $180,312 | $180,312 | $180,312 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,129,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $47,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $47,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,623 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,623 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $699 | EsPenaltyAmt |
| Overpayment | $37,025 | OverpaymentAmt |
| Applied To ES Tax | $37,025 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | 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 |
| Individual With Books | MR RAJIV L GUPTA | IndividualWithBooksNm |
| Phone | 6103595449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 | AddressLine1Txt |
| Address Line2 | ESTANCIA | AddressLine2Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RAJIV L GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAMLA GUPTA | |||||||||
| 4801 BONITA BAY BLVD PH 401 | ESTANCIA | BONITA SPRINGS | FL | 34134 | SUCCESSOR DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 |
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 | $47,090,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,050,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,141,444 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,141,444 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $737,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,404,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,420,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,420,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,899 | TotalTaxAmt |
| Distributable Before Adj | $2,372,317 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,372,317 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,372,317 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,453,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,453,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,372,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,819 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,453,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,819 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,372,317 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,764 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $62,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBEMARLE HOUSING IMPROVEMENT PROJECT | |||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $30,000 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $2,000 |
| ARLINGTON FOOD ASSISTANCE CENTER | |||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $5,000 |
| BOYS & GIRLS CLUBS OF PHILADELPHIA | |||||||
| 1518 WALNUT ST SUITE 712 | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $1,000 |
| BRIAN GRANT FOUNDATION | |||||||
| 650 NE HOLLADAY ST 1600 | PORTLAND | OR | 97232 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $900 |
| DREXEL UNIVERSITY'S LEBOW COLLEGE OF BUSINESS | |||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $250,000 |
| DREXEL UNIVERSITY'S LEBOW COLLEGE OF BUSINESS | |||||||
| 3220 MARKET ST | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $15,000 |
| HOWARD C LIEBENGOOD FOUNDATION | |||||||
| PO BOX 40550 | WASHINGTON | DC | 20016 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $25,000 |
| IIT BOMBAY HERITAGE FUND | |||||||
| 21710 STEVENS CREEK BLVD | CUPERTINO | CA | 95014 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $10,000 |
| INDIAN PHILANTHROPY ALLIANCE | |||||||
| 115 W WASHINGTON STREET | INDIANIPOLIS | IN | 46204 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $12,500 |
| INDIASPORA | |||||||
| 3450 SACRAMENTO STREET STE 615 | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $75,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $1,925,000 |
| LEGAL AID SOCIETY OF DC | |||||||
| 1331 H STREET NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $40,000 |
| SAMARITAN HEALTHCARE & HOSPICE | |||||||
| PO BOX 71425 | PHILADELPHIA | PA | 191761425 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $2,000 |
| THE FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $10,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PC | GENERAL PURPOSE CONTRIBUTION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,453,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,464,903 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,022,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,147,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,634,127 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,634,127 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | NOT APPLICABLE |
| 8 | NOT APPLICABLE |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAJIV L GUPTA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 BONITA BAY BLVD PH 401 ESTANCI | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,031,902 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 377 SHS LZ | $4,939 | 2024-03-19 |
| 1 | 14,600 SHS VITSZ | $2,012,756 | 2024-09-26 |
| 1 | 377 SHS LZ | $4,172 | 2024-01-22 |
| 1 | 377 SHS LZ | $4,537 | 2024-05-07 |
| 1 | 808 SHS QS | $5,498 | 2024-01-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - AVTR | $10,303,800 | $7,163,800 |
| CORPORATE STOCK - APTV | $1,475,230 | $1,753,920 |
| CORPORATE STOCK - DD | $157,043 | $938,028 |
| CORPORATE STOCK - DOW | $928 | $196,316 |
| NEW MOUNTAIN FINANCE IV | $2,904,485 | $1,183,744 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $944,874 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $956,875 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF - VIG | AT COST | $2,451,799 | $3,804,436 |
| ETF - VTI | AT COST | $1,465,526 | $4,793,570 |
| ETF - VYM | AT COST | $630,025 | $2,135,219 |
| MUTUAL FUND - VDIGX | AT COST | $695,628 | $1,821,774 |
| MUTUAL FUND - VTIAX | AT COST | $2,400,000 | $3,138,422 |
| MUTUAL FUND - VTSAX | AT COST | $6,679,116 | $7,004,708 |
| SIX DEG, INC. | AT COST | $100,000 | $100,000 |
| NEW MOUNTAIN PRIVATE CREDIT FUND | AT COST | $3,293,940 | $3,293,940 |
| NEW MOUNTAIN NET LEASE | AT COST | $1,750,000 | $1,750,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TAX DIFFERENCE ON CAPITAL GAIN | Desc |
| Amt | $3,159,254 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,022,195 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,022,195 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES - NEW MOUNTAIN | $113,860 | $113,860 | $0 |
| INVESTMENT ADVISORY FEES - BROKERAGE | $33,731 | $33,731 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID | $30,000 | $0 | $0 |
| CORPORATE FILING FEES | $334 | $0 | $0 |