PSQUARED CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PSQUARED CHARITABLE FOUNDATION (EIN 83-1042303)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-19
- IRS object ID
- 202543239349100109
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-11-19T11:14:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 831042303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | P-Squared Philanthropies Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PSQU | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Monika Parekh | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-18 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $117,236,440 | 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 | $14,956,370 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,734 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,734 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,064,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,064,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $527,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,080,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,039,706 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $506,576 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $569,926 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,058,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,677,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $9,585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,585 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,040,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $863,998 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $176,195 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $26,246 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $26,246 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $158,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,442 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,442 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $850,913 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $704,387 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $130,234 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,093,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,594,631 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $324,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,820,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,820,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,914,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,594,631 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,144,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,143,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,082,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,563,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,060 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,009 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,585 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,009 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,009 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,839,158 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,414,270 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,461,384 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $43,954,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,004,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,739,630 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $49,345,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,573,802 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $62,246,964 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $85,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $198,393 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $198,393 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,792,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,781,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,236,440 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $700 | LoansFromOfficersBOYAmt |
| Other Liabilities BOY | $7,147,654 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $7,148,354 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $96,644,149 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,781,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,644,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,781,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,792,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,781,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,644,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,143,876 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,788,025 | SubtotalAmt |
| Other Decreases | $6,835 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,781,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $25,080,513 | $11,451,364 | $13,629,149 | $13,629,149 |
| Passthrough K1 Capital Gain/(Loss) | $410,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,039,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $195,750 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $195,750 | SubtotalAmt |
| Tax Based On Investment Income | $195,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $194,686 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $196,186 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $411 | OverpaymentAmt |
| Applied To ES Tax | $411 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 | false | BusinessHoldingsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Deven Parekh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Monika Parekh | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| Summit Trail Advisors | |||||||||
| 140 EAST 45TH STREET 28TH FLOOR | NEW YORK | NY | 10017 | Investment Mgmt | $861,058 | ||||
| SRT Advising & Consulting LLC | |||||||||
| 49 Longview Road | Staten Island | NY | 10304 | Philanthropic | $102,195 | ||||
| Foundation Source | |||||||||
| 55 Walls Drive Suite 302 | Fairfield | CT | 06824 | Administrative | $77,700 | ||||
| PGW LIMITED | |||||||||
| Philanthropic | $74,000 | 11 WOOD END LITTLE HORWOOD | MILTON KEYNES | UK | MK17 0PE | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNTITLED PROJECT LLC - FUND DOCUMENTARY PROJECT M TO RAISE AWARENESS ABOUT THE RISKS IRANIAN WOMEN'S RIGHTS ACTIVISTS FACE ABROAD | Description1Txt |
| Expenses1 | $60,000 | Expenses1Amt |
| Description2 | SUYB PRODUCTIONS - FUND FILM TO EDUCATE ABOUT THE COMPLEX MALE EXPERIENCE AS INDIA STRUGGLES TO BALANCE TRADITION WITH MODERNIZATION | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $3,393 | AllOtherProgramRltdInvstTotAmt |
| Total | $113,393 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,285,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $795,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,436,018 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,517,371 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,517,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,582,761 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,934,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,196,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,196,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $195,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $195,750 | TotalTaxAmt |
| Distributable Before Adj | $5,000,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,000,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,000,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,144,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $113,393 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,258,349 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,000,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,215,970 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,258,349 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,215,970 | AppliedToYear1Amt |
| Applied To Current Year | $42,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,958,602 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Deven Parekh | ContributingManagerNm |
| Contributing Manager | Monika Parekh | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 19TH NEWS | |||||||
| 3571 FAR W BLVD 3497 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $50,000 |
| ADVOCATES FOR YOUTH | |||||||
| 1325 G ST NW STE 980 | WASHINGTON | DC | 20005 | N/A | PC | AMAZE program and unrestricted | $100,000 |
| ANTARA INTERNATIONAL INC | |||||||
| 151 JORALEMON ST APT 18 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $5,000 |
| BREAKFAST REVOLUTION | |||||||
| 234 S HUNTINGTON AVE UNIT 234 | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $20,000 |
| BRIGID ALLIANCE INC | |||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $5,000 |
| CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE | |||||||
| 1779 MASSACHUSETTS AV NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $100,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY INC | |||||||
| PO BOX 95216 | NEWTON | MA | 02495 | N/A | PC | Funds for documentary "Cutting through Rocks" | $25,000 |
| CHICKEN & EGG PICTURES INC | |||||||
| 55 WASHINGTON ST STE 307 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $10,000 |
| COMMONSENSE CHILDBIRTH INC | |||||||
| 213 S DILLARD ST STE 340 | WINTER GARDEN | FL | 34787 | N/A | PC | Funds for Ancient Song Doula Services | $10,000 |
| COUNCIL ON FOREIGN RELATIONS INC | |||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $100,000 |
| EDUCATE GIRLS | |||||||
| 815 BRAZOS ST STE 500 | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $25,000 |
| EQUALITY NOW INC | |||||||
| PO BOX 411860 | BOSTON | MA | 02241 | N/A | PC | Charitable Event | $10,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | The Hypothesis Fund | $500,000 |
| GIRLS WHO CODE INC | |||||||
| PO BOX 23244 | NEW YORK | NY | 10087 | N/A | PC | In support of Moms First | $10,000 |
| GO PHILANTHROPIC CHARITABLE FUND | |||||||
| 350 W00LSTON RD | PITTSFORD | NY | 14534 | N/A | PC | Equal Community Foundation in support of implementing Antarang and the Online project raise training | $4,500 |
| HEALTHY MOTHERS HEALTHY BABIES COALITION OF GEORGI | |||||||
| 2200 CENTURY PKWY NE STE 460 | ATLANTA | GA | 30345 | N/A | PC | General & Unrestricted | $50,000 |
| IBIS REPRODUCTIVE HEALTH INC | |||||||
| 2067 MASSACHUSETTS AVE 320 | CAMBRIDGE | MA | 02140 | N/A | PC | Project Free the Pill | $25,000 |
| IF WHEN HOW | |||||||
| 1714 FRANKLIN ST STE 100 PMB 393 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $100,000 |
| INDIASPORA | |||||||
| 1909 K ST NW FL 12 | WASHINGTON | DC | 20006 | N/A | PC | Founders Circle Fund | $25,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX ST | NEW YORK | NY | 10002 | N/A | PC | ICP toward the Collections Committee Dues; ICP Infinity Awards - Storyteller Sponsor | $22,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | research project focused on understanding the complex genetics and pathophysiology of epilepsy | $250,000 |
| MEETING HOUSE FAMILY CENTER INC | |||||||
| 133 E 58TH ST STE 705 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $2,500 |
| NEW YORK ABORTION ACCESS FUND | |||||||
| PO BOX 7569 | NEW YORK | NY | 10150 | N/A | PC | New York Abortion Access Funds (NYAAF) | $25,000 |
| NEW YORK ABORTION ACCESS FUND | |||||||
| PO BOX 7569 | NEW YORK | NY | 10150 | N/A | PC | General & Unrestricted | $25,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | FACES (Finding a Cure for Epilepsy & seizures) | $25,000 |
| NEW YORK UNIVERSITY | |||||||
| ONE PARK AVE 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | THE PAREKH FAMILY CENTER FOR NEUROINFLAMMATION, OR SUCH OTHER NAME AS MAY BE MUTUALLY DETERMINED BY THE PARTIES WITHIN 60 DAYS OF EXECUTION OF THIS AGREEMENT (THE "CENTER") AND TO SUPPORT ITS ACTIVITIES (SUCH ESTABLISHMENT AND SUPPORT, THE "PROGRAM") | $1,000,000 |
| NEW YORK WOMEN IN FILM & TELEVISION INC | |||||||
| 7910 34TH AVE APT 6W | JACKSON HTS | NY | 11372 | N/A | PC | Old Chester Films, Creede documentary | $10,000 |
| ORCHID FOUNDATION | |||||||
| 527 HUDSON ST 20087 | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $10,000 |
| PUBLIC HEALTH INSTITUTE | |||||||
| 555 12TH ST 10TH FL | OAKLAND | CA | 94607 | N/A | PC | Project Access Bridge - Advancing reproductive health equity in emergency departments | $125,000 |
| PUBLICOLOR INC | |||||||
| 20 WEST 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $50,000 |
| PUBLICOLOR INC | |||||||
| 20 WEST 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $50,000 |
| RESIST INC | |||||||
| 42 SEAVERNS AVE | JAMAICA PLAIN | MA | 02130 | N/A | PC | For Birth Center Equity | $40,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 120 BROADWAY STE 3475 | NEW YORK | NY | 10271 | N/A | PC | Collaborative for Gender and Reproductive Equity | $500,000 |
| SAKHI FOR SOUTH ASIAN SURVIVORS INC | |||||||
| PO BOX 1333 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $10,000 |
| SOZE FOUNDATION | |||||||
| 55 WASHINGTON ST STE 300 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $5,000 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | N/A | PC | General & Unrestricted | $35,000 |
| TEXAS TRIBUNE INC | |||||||
| 919 CONGRESS AVE 6TH FL | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $5,000 |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIO | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Parekh Metabolic Psychiatry Research Fund | $300,000 |
| THE FIELD | |||||||
| 228 PARK AVE S STE 97217 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $1,000 |
| THE FILM COLLABORATIVE INC | |||||||
| 3405 CAZADOR ST | LOS ANGELES | CA | 90065 | N/A | PC | In Support of Documentary "Zurawski v Texas" | $20,000 |
| TISCH MULTIPLE SCLEROSIS RESEARCH CENTER OF NEW YO | |||||||
| 521 W 57TH ST 4TH FL | NEW YORK | NY | 10019 | N/A | PC | Charitable Event | $25,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3535 MARKET ST SUITE 750 | PHILADELPHIA | PA | 19104 | N/A | PC | Designation: Council for Discovery Science | $50,000 |
| VASSAR COLLEGE | |||||||
| 124 RAYMOND AVE BOX 725 | POUGHKEEPSIE | NY | 12604 | N/A | PC | Parekh Scholarship Fund 2024 | $10,000 |
| WOMEN MOVING MILLIONS INC | |||||||
| 19 FULTON ST STE 301 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,820,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,734 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,064,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $80,797 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $446,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$64,750 | 14 | $569,793 |
| Federal Tax Refund | 01 | $1,400 | ||
| FOREIGN TAX REFUND | 01 | $133 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,047 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,085,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,101,985 | 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 |
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 | Parekh Deven | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Riverside Blvd 18N | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,956,370 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | NCINO NCNO, 3490 sh. | $110,683 | 2024-04-15 |
| 1 | NCINO NCNO, 12282 sh. | $389,524 | 2024-04-15 |
| 1 | NCINO NCNO, 29019 sh. | $920,338 | 2024-04-15 |
| 1 | NCINO NCNO, 1396 sh. | $44,274 | 2024-04-15 |
| 1 | NCINO NCNO, 10565 sh. | $335,069 | 2024-04-15 |
| 1 | NCINO NCNO, 1923 sh. | $60,988 | 2024-04-15 |
| 1 | NCINO NCNO, 3777 sh. | $119,788 | 2024-04-15 |
| 1 | NCINO NCNO, 28559 sh. | $905,749 | 2024-04-15 |
| 1 | JFROG FROG, 100950 sh. | $3,187,496 | 2024-11-26 |
| 1 | JFROG FROG, 36784 sh. | $1,161,455 | 2024-11-26 |
| 1 | NCINO NCNO, 7504 sh. | $270,388 | 2024-12-13 |
| 1 | NCINO NCNO, 20221 sh. | $683,874 | 2024-12-13 |
| 1 | SENTINELONE INC S, 115071 sh. | $2,636,277 | 2024-12-18 |
| 1 | SENTINELONE INC S, 180291 sh. | $4,130,467 | 2024-12-18 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE MEMORY PROJECT LLC - FUND DOCUMENTARY FILM TO RAISE AWARENESS ABOUT THE IMMIGRANT EXPERIENCE & SHOW CULTURAL REPRESENTATION IN FOOD | Desc |
| Amt | $3,393 | Amt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD CHESTER FILMS LLC | |||||||||||||
| 120 WALNUT STREET 2L | MONTCLAIR | NJ | 07042 | 2023-12-27 | $85,000 | PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION | NO | SEE GENERAL EXPLANATION ATTACHMENT | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| The Memory Project LLC | |||||||||||||
| 551 5TH AVENUE ROOM 400 | NEW YORK | NY | 10176 | 2024-12-17 | $3,393 | PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION | NO | SEE GENERAL EXPLANATION ATTACHMENT | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| Untitled Project LLC | |||||||||||||
| 797 Herkimer Street | brooklyn | NY | 11233 | 2024-12-19 | $60,000 | PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION | NO | SEE GENERAL EXPLANATION FOR REPORT DATES | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ||||
| SUYB PRODUCTIONS INC | |||||||||||||
| 2024-09-13 | $50,000 | PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION | NO | SEE GENERAL EXPLANATION ATTACHMENT | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | 41 Ossington Avenue Suite 404 | Toronto | CA | M6G 2Y9 | ||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (8 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | PRI RECIPIENT: OLD CHESTER FILMS LLC DATE OF PRI: 12/27/2023 AMOUNT OF PRI: $85,000 PURPOSE OF PRI: TO SUPPORT THE PRODUCTION OF AN AUDIOVISUAL PROJECT FOR EDUCATIONAL AND SCIENTIFIC PURPOSES CALLED AMERICAN CREEDE. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 04/02/2024 FOR FYE 12/31/2023 DATE OF REPORT: 05/08/2024 FOR FYE 12/31/2024 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. |
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | PRI RECIPIENT: THE MEMORY PROJECT LLC DATE OF PRI: 12/17/2024 AMOUNT OF PRI: $3,393 PURPOSE OF PRI: TO SUPPORT THE PRODUCTION OF AN AUDIOVISUAL PROJECT TO RAISE AWARENESS ABOUT THE IMMIGRANT EXPERIENCE AND CULTURAL REPRESENTATION OF FOOD CALLED SALT, VINEGAR, MADHUR. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 03/13/2024 FOR FYE 12/31/2024 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. |
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | PRI RECIPIENT: UNTITLED PROJECT LLC DATE OF PRI: 12/19/2024 AMOUNT OF PRI: $60,000 PURPOSE OF PRI: TO SUPPORT THE PRODUCTION OF AN AUDIOVISUAL PROJECT TO RAISE AWARENESS about the risks Iranian Women's rights activists face abroad CALLED PROJECT M. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 07/04/2025 FOR FYE 12/31/2024 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. |
| FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | FORM 990-PF, PART VI-B, LINE 5D - EXPENDITURE RESPONSIBILITY | PRI RECIPIENT: SUYB Productions Inc. DATE OF PRI: 9/13/2024 AMOUNT OF PRI: $50,000 PURPOSE OF PRI: To support the production of an audiovisual project to raise awareness of the complexity of being a man in India today; struggling between the old and the new, tradition and modernity in India CALLED SEND US YOUR BROTHERS. REPORTS OF AMOUNTS EXPENDED: RECIPIENT HAS SUBMITTED A FULL AND COMPLETE FINANCIAL REPORT OF THE TYPE ORDINARILY REQUIRED BY COMMERCIAL INVESTORS UNDER SIMILAR CIRCUMSTANCES AND A STATEMENT THAT IT HAS COMPLIED WITH THE TERMS OF THE INVESTMENT FOR ITS FISCAL YEARS INDICATED BELOW: DATE OF REPORT: 05/15/2025 FOR FYE 12/31/2024 THIS INVESTMENT REMAINED ON THE FOUNDATION'S BOOKS AS OF 12/31/2024. DIVERSIONS: TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE INVESTMENT WAS ORIGINALLY MADE. |
| Form 926 | Form 926 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| FORM 8865 | Form 8865 | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| Part XII (990-PF) Undistributed Income | Part XII (990-PF)- Undistributed Income | In 2025, P-Squared Philanthropies, Inc. (the "Foundation") discovered that on its Form 990-PF for taxable year ending December 31, 2023, Parts IX and X were not recorded properly. The Foundation would not have been subject to an underdistribution penalty under 4942 for the year 2023 if the average value of the assets had been properly recorded in Part IX. Therefore, the Foundation has chosen not to amend Form 990-PF for taxable year ending December 31, 2023. Instead, the Foundation has adjusted the amount reported in Part XII of Form 990-PF for year ending December 31, 2024 to reflect the correct balance. |
| PART I LINE 6A (990-PF) | PART I LINE 6A (990-PF) | PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $446,893 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $80,797 TOTAL PART I, LINE 6A: $527,690 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $25,080,513 BOOK BASIS: $25,044,177 NET GAIN/(LOSS): $36,336 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $410,557 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HELLOFRESH | $10,017,660 | $1,079,041 |
| ISHARES BARCLAYS US AGGREGATE | $779,445 | $777,536 |
| JD.COM, INC | $3,766,790 | $3,803,542 |
| KAYNE ANDERSON BDC, INC | $1,989,227 | $2,637,582 |
| NCINO | $954,262 | $931,006 |
| SENTINELONE INC | $6,782,462 | $6,574,441 |
| UDEMY, INC. | $600 | $494 |
| VANGUARD 500 INDEX FUND ADM | $16,205,509 | $23,651,761 |
| VANGUARD DEVELOPED MARKETS IDX | $1,353,355 | $1,248,852 |
| VANGUARD GOVT BOND ETF INTERME | $6,554,441 | $6,435,219 |
| WISDOMTREE FLOATING RATE TREAS | $1,600,905 | $1,600,156 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,414,270 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,461,384 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (46 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARCADIA IREO CO-INVEST I, LLC | $83,453 | $35,000 |
| ARCADIA IREO II INVESTORS, LLC | $136,110 | $82,000 |
| ARCADIA OVATION INVESTORS II, | $50,528 | $16,254 |
| ARCADIA OVATION INVESTORS, LLC | $71,930 | $36,831 |
| ARCADIA TURKEY INVESTORS I, LL | $149,363 | $217,317 |
| ASCENT PRIVATE INV FUND II LP | $676,718 | $873,054 |
| AUDAX SENIOR FUND LOAN OFFSHOR | $3,000,000 | $3,912,029 |
| BLOCKCHANGE VENTURES III LP S2 | $184,178 | $160,108 |
| BLOCKCHANGE VENTURES III LP S3 | $177,005 | $227,015 |
| BLOCKCHANGE VENTURES III LP S4 | $201,267 | $209,693 |
| BLOCKCHANGE VENTURES III LP S7 | $81,671 | $85,920 |
| BLOCKCHANGE VENTURES V LP S5 | $138,235 | $175,360 |
| BLOCKCHANGE VENTURES V LP S6 | $72,813 | $147,140 |
| CAELUM BBC (BARRY'S BOOT CAMP) | $1,500,000 | $1,500,000 |
| CASDIN PARTNERS OFFSHORE, LTD | $2,000,000 | $1,060,034 |
| CONTRARY CAPITAL III, L.P | $1,469,834 | $2,144,716 |
| GROUNDFORCE GROWTH I LP (FKA P | $879,969 | $1,145,620 |
| INSIGHT PARTNERS FUND X (FOLLO | $4,248,231 | $4,086,572 |
| INSIGHT PARTNERS FUND XI FOLLO | $231,599 | $262,425 |
| INSIGHT PARTNERS OPP FD I (CL | $2,113,724 | $3,324,786 |
| INSIGHT PARTNERS OPPORTUNITIES | $332,399 | $420,495 |
| INSIGHT PARTNERS PUBLIC EQUITI | $5,000,000 | $6,680,724 |
| INSIGHT PARTNERS XI (CLASS A), | $4,453,525 | $7,972,097 |
| INSIGHT PARTNERS XII (CLASS A) | $6,207,590 | $7,029,747 |
| INSIGHT PARTNERS XII BUYOUT AN | $1,405,756 | $2,188,351 |
| INSIGHT PARTNERS XIII (CLASS A | $110,997 | $501,383 |
| INSIGHT PTNRS XIII GROWTH BUYO | $74,598 | $91,222 |
| KA CREDIT ADVISORS HOLDCO, LLC | $340 | $202,500 |
| KAYNE ANDERSON REAL ESTATE DEB | $1,286,320 | $1,256,598 |
| LEGACY PHARMA INVEST LP | $1,499,970 | $1,398,479 |
| LOWERCARBON 411.2 LP | $719,737 | $886,005 |
| LOWERCARBON 419.1 LP | $887,745 | $1,011,671 |
| LOWERCARBON 421.0, LP | $335,597 | $335,141 |
| LOWERCARBON 7.81, LP | $1,002,916 | $1,046,725 |
| LOWERCARBON CH4 1893.4 OPPORTU | $403,986 | $437,469 |
| LOWERCARBON N20 333.9 OPPORTUN | $304,269 | $302,462 |
| LOWERCARBON Q>1 LP | $1,443,641 | $1,651,398 |
| LOWERCARBON SF6 10.99 | $275,479 | $284,380 |
| NORTHERN TRACE FD II LLC | $1,313,597 | $1,451,689 |
| OVERTURE CLIMATE FUND I | $308,583 | $346,330 |
| RA CAPITAL HEALTHCARE INTERNAT | $3,000,000 | $3,100,186 |
| REDMILE BIOPHARMA INVESTMENTS | $767,681 | $704,340 |
| SUMMATION CAPITAL FUND (DD) OF | $797,163 | $1,070,124 |
| VIDA VENTURES III | $457,529 | $335,832 |
| VOYAGER PARTNERS FUND I, LP | $1,499,358 | $1,519,383 |
| VOYAGER PARTNERS SELECT I, LP | $218,398 | $320,359 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Document Review/Drafting | $9,214 | $9,214 |
| General Consultations | $371 | $371 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRI - IMPACT PARTNERS FILM SER | $60,000 | $60,000 |
| PRI - IMPACT PARTNERS FILM SER | $3,393 | $3,393 |
| PRI - OLD CHESTER FILMS LLC | $85,000 | $85,000 |
| PRI - SUYB PRODUCTIONS INC | $50,000 | $50,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST BOOK VALUES TO ACTUAL | Desc |
| Amt | $6,835 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (45 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $77,700 | $77,700 | |
| Bank Charges | $4,569 | $4,569 | |
| Digital Subscriptions | $522 | $522 | |
| Foundation Dues & Memberships | $45,815 | $45,815 | |
| Indemnification Insurance | $2,250 | $2,250 | |
| K-1 Exp ARCADIA TURKEY INVESTO | $1,745 | $1,745 | |
| K-1 Exp ASCENT PRIVATE INV FUN | $25,742 | $25,068 | |
| K-1 Exp BLOCKCHANGE VENTURES I | $3,275 | $3,275 | |
| K-1 Exp BLOCKCHANGE VENTURES I | $3,207 | $3,207 | |
| K-1 Exp BLOCKCHANGE VENTURES I | $3,418 | $3,418 | |
| K-1 Exp BLOCKCHANGE VENTURES I | $1,226 | $1,226 | |
| K-1 Exp BLOCKCHANGE VENTURES V | $2,285 | $2,285 | |
| K-1 Exp BLOCKCHANGE VENTURES V | $1,133 | $1,133 | |
| K-1 Exp CONTRARY CAPITAL III, | $69,217 | $69,217 | |
| K-1 Exp GROUNDFORCE GROWTH I L | $50,606 | $50,606 | |
| K-1 Exp INSIGHT PARTNERS FUND | $11,242 | $11,030 | |
| K-1 Exp INSIGHT PARTNERS FUND | $1,305 | $1,305 | |
| K-1 Exp INSIGHT PARTNERS OPP F | $4,840 | $4,840 | |
| K-1 Exp INSIGHT PARTNERS OPPOR | $26,073 | $26,073 | |
| K-1 Exp INSIGHT PARTNERS XI (C | $19,462 | $6,044 | |
| K-1 Exp INSIGHT PARTNERS XII ( | $29,420 | $28,961 | |
| K-1 Exp INSIGHT PARTNERS XII B | $11,440 | $10,818 | |
| K-1 Exp INSIGHT PARTNERS XIII | $10,199 | $10,199 | |
| K-1 Exp INSIGHT PTNRS XIII GRO | $8,265 | $8,265 | |
| K-1 Exp KA CREDIT ADVISORS HOL | $235 | ||
| K-1 Exp KAYNE ANDERSON REAL ES | $8,388 | $8,388 | |
| K-1 Exp LOWERCARBON 411.2 LP | $10,903 | $10,903 | |
| K-1 Exp LOWERCARBON 419.1 LP | $1,835 | $1,835 | |
| K-1 Exp LOWERCARBON 421.0, LP | $894 | $894 | |
| K-1 Exp LOWERCARBON 7.81, LP | $2,226 | $2,226 | |
| K-1 Exp LOWERCARBON CH4 1893.4 | $6,411 | $6,411 | |
| K-1 Exp LOWERCARBON N20 333.9 | $5,277 | $5,277 | |
| K-1 Exp LOWERCARBON Q>1 LP | $38,741 | $38,741 | |
| K-1 Exp LOWERCARBON SF6 10.99 | $499 | $499 | |
| K-1 Exp NORTHERN TRACE FD II L | $18,189 | $18,189 | |
| K-1 Exp OVERTURE CLIMATE FUND | $29,985 | $29,985 | |
| K-1 Exp REDMILE BIOPHARMA INVE | $24,503 | $24,503 | |
| K-1 Exp SUMMATION CAPITAL FUND | $200,058 | $199,752 | |
| K-1 Exp VIDA VENTURES III | $21,646 | $21,523 | |
| K-1 Exp VOYAGER PARTNERS FUND | $55,605 | $55,415 | |
| K-1 Exp VOYAGER PARTNERS SELEC | $6,615 | $6,562 | |
| Postage/Delivery Service | $317 | $317 | |
| State or Local Filing Fees | $115 | $115 | |
| Training & Professional Develo | $3,000 | $3,000 | |
| Website Hosting/Support | $515 | $515 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (41 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ARCADIA OVATION INVESTORS II, LLC | $88 | $88 |
| K-1 Inc/Loss ARCADIA OVATION INVESTORS, LLC | $162 | $162 |
| K-1 Inc/Loss ARCADIA TURKEY INVESTORS I, LLC | $664 | $664 |
| K-1 Inc/Loss ASCENT PRIVATE INV FUND II LP | $55,435 | $32,943 |
| K-1 Inc/Loss BLOCKCHANGE VENTURES III LP (SERIES | $433 | $433 |
| K-1 Inc/Loss BLOCKCHANGE VENTURES III LP (SERIES | $173 | $173 |
| K-1 Inc/Loss BLOCKCHANGE VENTURES III LP (SERIES | $1,840 | $1,840 |
| K-1 Inc/Loss BLOCKCHANGE VENTURES III LP (SERIES | $1,112 | $1,112 |
| K-1 Inc/Loss BLOCKCHANGE VENTURES V LP (SERIES 5) | $1,013 | $1,013 |
| K-1 Inc/Loss BLOCKCHANGE VENTURES V LP (SERIES 6) | $1,612 | $1,612 |
| K-1 Inc/Loss CONTRARY CAPITAL III, L.P | $4,011 | $4,011 |
| K-1 Inc/Loss GROUNDFORCE GROWTH I LP (FKA POWERPL | $3,144 | $3,144 |
| K-1 Inc/Loss INSIGHT PARTNERS FUND X (FOLLOW-ON F | $4,704 | $11,739 |
| K-1 Inc/Loss INSIGHT PARTNERS FUND XI FOLLOW-ON F | $240 | $240 |
| K-1 Inc/Loss INSIGHT PARTNERS OPP FD I (CL A), L. | -$26,512 | $700 |
| K-1 Inc/Loss INSIGHT PARTNERS OPPORTUNITIES FUND | $1,448 | $1,397 |
| K-1 Inc/Loss INSIGHT PARTNERS XI (CLASS A), LP | $15,020 | $22,906 |
| K-1 Inc/Loss INSIGHT PARTNERS XII (CLASS A), LP | -$24,223 | $2,175 |
| K-1 Inc/Loss INSIGHT PARTNERS XII BUYOUT ANNEX FU | -$22,383 | $503 |
| K-1 Inc/Loss INSIGHT PARTNERS XIII (CLASS A), L.P | $328 | $328 |
| K-1 Inc/Loss INSIGHT PTNRS XIII GROWTH BUYOUT FD | $81 | $81 |
| K-1 Inc/Loss KA CREDIT ADVISORS HOLDCO, LLC | $3,749 | |
| K-1 Inc/Loss KAYNE ANDERSON REAL ESTATE DEBT IV, | $144,805 | $144,805 |
| K-1 Inc/Loss LEGACY PHARMA INVEST LP | $302,541 | $302,541 |
| K-1 Inc/Loss LOWERCARBON 411.2 LP | $346 | $346 |
| K-1 Inc/Loss LOWERCARBON 419.1 LP | $3,286 | $3,286 |
| K-1 Inc/Loss LOWERCARBON 421.0, LP | $2,232 | $2,232 |
| K-1 Inc/Loss LOWERCARBON 7.81, LP | $9,394 | $9,394 |
| K-1 Inc/Loss LOWERCARBON CH4 1893.4 OPPORTUNITY F | $1,752 | $1,752 |
| K-1 Inc/Loss LOWERCARBON N20 333.9 OPPORTUNITY, L | $340 | $340 |
| K-1 Inc/Loss LOWERCARBON Q>1 LP | $14,787 | $14,787 |
| K-1 Inc/Loss LOWERCARBON SF6 10.99 | $5,664 | $5,664 |
| K-1 Inc/Loss NORTHERN TRACE FD II LLC | $6,349 | $6,349 |
| K-1 Inc/Loss OVERTURE CLIMATE FUND I | $657 | $657 |
| K-1 Inc/Loss REDMILE BIOPHARMA INVESTMENTS III, L | $1,492 | $1,492 |
| K-1 Inc/Loss SUMMATION CAPITAL FUND (DD) OFFSHORE | -$10,774 | -$11,149 |
| K-1 Inc/Loss VIDA VENTURES III | $2 | $2 |
| K-1 Inc/Loss VOYAGER PARTNERS FUND I, LP | $24 | $24 |
| K-1 Inc/Loss VOYAGER PARTNERS SELECT I, LP | $7 | $7 |
| Federal Tax Refund | $1,400 | |
| FOREIGN TAX REFUND | $133 | $133 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $863,998 | $863,998 | |
| Philanthropic Consulting Srvcs | $176,195 | $176,195 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $157,600 |
| 990-T Extension for 2023 | $1,000 |