UBEROI FOUNDATION FOR RELIGIOUS STUDIES: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UBEROI FOUNDATION FOR RELIGIOUS STUDIES (EIN 26-6101307)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-04
- IRS object ID
- 202503389349100410
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-04T15:15:26-06:00 | 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 | 266101307 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Uberoi Foundation for Religious Studies | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | UBER | 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 | James Polsfut | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-12-02 | 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 | $7,937,022 | 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 | $900 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,973 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,973 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $175,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $722,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,985,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $722,873 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,486 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,188 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $910,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $910,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,070 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,070 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $112,970 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,232 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $47,572 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47,572 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,698 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,446 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $278,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,387 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $455,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $454,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $856,943 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $324,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,514 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $379,607 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $298,200 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $278,030 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,078,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,921,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,482,235 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $344,516 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $309,299 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,587 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $433,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,424 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $818,656 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,559,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,014,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,937,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,559,539 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,014,405 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,559,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,014,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,559,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,014,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,559,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $454,866 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,014,405 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,014,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,985,897 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,263,024 | CostOrOtherBasisAmt |
| Gain Or Loss | $722,873 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $722,873 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $722,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,912 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,912 | SubtotalAmt |
| Tax Based On Investment Income | $11,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,382 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,882 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,030 | TaxDueAmt |
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 | CO | 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 | false | 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 | false | 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 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Anu Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 5.0 | $11,000 | $0 | $0 |
| Jyothi Bhatia | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 5.0 | $11,070 | $0 | $0 |
| Sneha Harjai | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 5.0 | $11,000 | $0 | $0 |
| Jeffery Long | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Vice Chairman, Trustee | 5.0 | $10,000 | $0 | $0 |
| Yashwant Pathak | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chairman, Trustee | 5.0 | $10,000 | $0 | $0 |
| James Polsfut | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 10.0 | $30,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive Suite 302 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $53,560 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TEACHER TRAINING PROGRAM - A WEEK-LONG INTERNAL PROGRAM IN COLORADO OF HIGH SCHOOL TEACHER TRAINING IN THE INDIC TRADITIONS. | Description1Txt |
| Expenses1 | $38,613 | Expenses1Amt |
| Description2 | ON-SITE DHARMA ACADEMIC EXCHANGE: 10-DAY EXPERIENTIAL LEARNING PROGRAM HELD IN INDIA, FOCUSING ON THE 4 RELIGIONS THAT ORIGINATED THERE - HINDUISM, BUDDHISM, SIKHISM, JAINISM | Description2Txt |
| Expenses2 | $34,889 | Expenses2Amt |
| Description3 | EXPERTS MEETING: PROMOTE COLLEGIALITY & UNDERSTANDING AMONG US ACADEMICIANS $ OTHER EXPERTS IN ONE OR MORE OF THE FOUR DHARMIC TRADITIONS THROUGH AN ON-GOING CONFERENCE. | Description3Txt |
| Expenses3 | $15,393 | Expenses3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,983,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $818,656 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,941,485 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,941,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,122 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,822,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $391,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $391,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,912 | TotalTaxAmt |
| Distributable Before Adj | $379,206 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $379,206 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $379,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $399,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $336,810 | UndistributedIncomePYAmt |
| Qualifying Distributions | $399,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $336,810 | AppliedToYear1Amt |
| Applied To Current Year | $62,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $316,291 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIHANTA INSTITUTE | |||||||
| 2636 GAYLEY PL | SAN JOSE | CA | 95135 | N/A | PC | Compassion in Jainism, Buddhism, Hinduism, and Sikhism | $20,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMER | |||||||
| PO BOX 2260 | TEMPE | AZ | 85281 | N/A | PC | Collecting Devotion: Temples to Jina-a Virtual Experience | $6,500 |
| CHRISTOPHER NEWPORT UNIVERSITY EDUCATIONAL FOUNDAT | |||||||
| 1 UNIVERSITY PL | NEWPORT NEWS | VA | 23606 | N/A | PC | Christopher Newport University - Routledge Bhagava | $20,000 |
| COMMUNITY PARTNERS | |||||||
| PO BOX 741265 | LOS ANGELES | CA | 90074 | N/A | PC | Revolutionary Love Bus Tour: Love as Justice | $20,000 |
| DENVER SIKH GURUDWARA | |||||||
| 7275 S LIMA ST | ENGLEWOOD | CO | 80112 | N/A | PC | General & Unrestricted | $100 |
| DRIKUNG MEDITATION CENTER INC | |||||||
| 29 MOHAWK ST | DANVERS | MA | 01923 | N/A | PC | General & Unrestricted | $103 |
| GRADUATE THEOLOGICAL UNION | |||||||
| 2400 RIDGE RD | BERKELEY | CA | 94709 | N/A | PC | 2024 Annual Uberoi Meeting (AUM) | $35,000 |
| HINDU TEMPLE AND CULTURAL CENTER OF THE ROCKIES | |||||||
| 7201 S POTOMAC ST | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $100 |
| I S K CON OF NEW ENGLAND INC | |||||||
| 72 COMMONWEALTH AVE | BOSTON | MA | 02116 | N/A | PC | General & Unrestricted | $100 |
| JAIN CENTER OF GREATER BOSTON | |||||||
| 556 NICHOLS ST | NORWOOD | MA | 02062 | N/A | PC | General & Unrestricted | $100 |
| LONG BEACH STATE FOUNDATION | |||||||
| 1250 BELLFLOWER BLVD BH-370 | LONG BEACH | CA | 90840 | N/A | PC | Charitable Event | $25,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | N/A | PC | Research to be conducted on the Dharma traditions | $10,000 |
| NEW ENGLAND SIKH STUDY CIRCLE INC | |||||||
| 168 FLANDERS RD | WESTBOROUGH | MA | 01581 | N/A | PC | General & Unrestricted | $100 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| WOLVERINE TOWER 3003 S STATE ST STE | ANN ARBOR | MI | 48109 | N/A | PC | Sikh Formations: Blog-Podcast-Webinar & Journal | $20,000 |
| SAKYADHITA | |||||||
| 7331 PRINCESS VIEW DR | SAN DIEGO | CA | 92120 | N/A | PC | Awakening the Daughters of the Buddha | $10,981 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PC | Heritage Buddhist Students - Research Fellowship & Language Study | $9,000 |
| Drepung Comang Institute | |||||||
| 411 North Hubbards Lane | Louisville | KY | 40207 | N/A | PC | General & Unrestricted | $101 |
| Hindu Temple of Kentucky Inc | |||||||
| 4213 Accomack Dr | Louisville | KY | 40241 | N/A | PC | General & Unrestricted | $101 |
| Sikh Society of Kentucky Trust Inc | |||||||
| 198 Thompson Ave | Louisville | KY | 40206 | N/A | PC | General & Unrestricted | $101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,387 | 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 | $7,973 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,459 | 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) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $722,873 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$702 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,188 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$702 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $910,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $909,791 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Polsfut | PersonNm |
| Short Explanation | *JAMES POLSFUT, TREASURER, WAS PAID $30,000 BY THE FOUNDATION IN HIS CAPACITY AS EXECUTIVE DIRECTOR DURING 2024. THIS COMPENSATION IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990-PF | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ONE OR MORE PARTNERSHIPS HAVE PROVIDED A SCHEDULE K-3 FOR THE TAX YEAR IN WHICH THEY HAVE CHECKED ONE OR MORE OF THE BOXES IN PART I BUT NOT PROVIDED SUFFICIENT BACK-UP INFORMATION TO ALLOW THE FOUNDATION TO VERIFY WHY SUCH BOXES WERE CHECKED OR THE EXTENT TO WHICH THE CHECKING OF SUCH BOXES AFFECTS ANY ITEM ON THIS RETURN. THE FOUNDATION HAS PREPARED THIS RETURN TO THE BEST OF ITS ABILITY AND WITHOUT ANY FOREIGN FILINGS FOR SUCH PARTNERSHIPS BASED ON THE INFORMATION PROVIDED TO IT BY THESE PARTNERSHIPS 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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABS CORP HM EQ LN TRSER 2001-H | $22,840 | $24,780 |
| AMERICAN AIRLN SER 2019-1 CL A | $16,176 | $14,355 |
| AMERICAN TOWER CORP - 4.400% - | $11,570 | $10,943 |
| AT&T - 4.250% - 03/01/2027 | $11,052 | $10,900 |
| AUTODESK INC - 4.375% - 06/15/ | $11,611 | $10,980 |
| BANK OF AMERICA - 4.250% - 10/ | $10,970 | $10,914 |
| BEAR STEARNS ALT-A SER 2003-6 | $4,414 | $3,996 |
| BOSTON SCIENTIFIC CORP - 3.750 | $10,982 | $10,868 |
| CELGENE CORP - 3.900% - 02/20/ | $14,964 | $14,678 |
| CROWN CASTLE INTL CORP - 4.000 | $12,354 | $11,790 |
| CSFB MTG SER 2003-113 - 5.500% | $1,212 | $1,152 |
| DOLLAR TREE INC - 4.000% - 05/ | $11,995 | $11,956 |
| EBAY INC - 3.600% - 06/05/2027 | $10,010 | $9,753 |
| HARBORVIEW MTG - 2.055% - 06/1 | $6,040 | $5,570 |
| HCA INC - 5.250% - 06/15/2026 | $10,578 | $10,025 |
| JP MORGAN ACCEPT SER 2004-A3 C | $2,055 | $2,030 |
| LAS VEGAS SANDS CORP - 3.500% | $10,979 | $10,707 |
| LEGG MASON INC - 4.750% - 03/1 | $10,657 | $9,998 |
| LONG BEACH MTG LN TRSER - 1.33 | $17,314 | $18,159 |
| MARTIN MARIETTA MATERIALS - 3. | $9,993 | $9,652 |
| MASRT ADJ MTG 2004-6SER - 0.02 | $491 | $484 |
| MORGAN STANLEY - 4.000% - 07/2 | $11,233 | $10,955 |
| ONEOK INC - 5.000% - 03/01/202 | $11,018 | $11,018 |
| PACKAGING CORPORATION - 3.400% | $11,991 | $11,559 |
| PAYPAL HLDGS INC - 2.850% - 10 | $12,995 | $11,884 |
| SEQUOIA MTG TR SER 2013-6 CL A | $4,922 | $4,416 |
| SEQUOIA MTG TRUST SER 2003-8 C | $4,477 | $4,339 |
| SIMON PROPERTY GROUP - 3.300% | $6,251 | $5,923 |
| STRUCTURED ASSET SER 1999-SP1 | $1,132 | $1,150 |
| UNITED AIRLINES - 4.300% - 02/ | $4,350 | $4,005 |
| UNITED CONTINENTAL HOLDINGS IN | $6,659 | $6,522 |
| VIACOM INC SR DEB - 7.875% - 0 | $7,336 | $6,494 |
| WASHINGTON MUTUAL - 3.842% - 0 | $2,747 | $2,736 |
| WASHINGTON MUTUAL MORTGAGE - 3 | $5,931 | $5,896 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS PORTFOLIO | $365,409 | $353,491 |
| DODGE & COX INCOME FUND | $803,039 | $783,923 |
| INVESCO S&P 500 EQUAL WEIGHT E | $757,549 | $730,534 |
| ISHARES RUSSELL 2000 | $402,833 | $429,325 |
| ISHARES TRUST RUSSELL MIDCAP I | $483,108 | $573,274 |
| METROPOLITAN WEST RETURN BOND | $802,465 | $784,456 |
| NUVEEN REAL ESTATE SECURITIES | $213,222 | $211,805 |
| VANGAURD HIGH-YIELD CORPORATE | $564,106 | $569,310 |
| VANGUARD FTSE DEVELOPED MARKET | $344,053 | $352,099 |
| VANGUARD S&P 500 ETF | $1,186,184 | $1,694,018 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $273,623 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $255,599 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $24,577 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $22,431 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AETOS CAPITAL DISTRESSED INV S | $9,782 | $69,900 |
| AETOS CAPITAL LONG/SHORT STRAT | $218,671 | $448,691 |
| AETOS CAPITAL MULTI-STRATEGY A | $118,581 | $218,394 |
| BRIGHTWOOD CAPITAL SBIC II LP | $80,390 | $81,671 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Digital Subscriptions | $314 | $314 | |
| ADMINISTRATIVE FEES | $53,560 | $53,560 | |
| K-1 Exp BRIGHTWOOD CAPITAL SBI | $4,148 | $3,698 | |
| Office & Supplies | $175 | $175 | |
| SOCIAL MEDIA/ADVERTISING EXP | $900 | $900 | |
| Storage Fee | $2,790 | $2,790 | |
| Website Hosting/Support | $707 | $707 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss BRIGHTWOOD CAPITAL SBIC II LP | Desc |
| Revenue And Expenses Per Books | $3,486 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,188 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $49,720 | $49,720 | |
| WORKSHOP SERVICES | $13,250 | $13,250 | |
| EXECUTIVE DIRECTOR | $30,000 | $30,000 | |
| TRAINING & PROFESSIONAL DVLPMT | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $2,100 | |
| Foreign Tax Paid | $132 | $132 |