VARSHNEY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VARSHNEY CHARITABLE FOUNDATION INC (EIN 83-1578581)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-18
- IRS object ID
- 202610779349100816
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-18T03:36:42-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831578581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARSHNEY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VARS | BusinessNameControlTxt |
| Phone | 8303221380 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 S 5TH ST | AddressLine1Txt |
| City | CARRIZO SPRINGS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEVANDRA K VARSHNEY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8303221380 | PhoneNum |
| Signature | 2026-03-16 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,468,839 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $37,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,095 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,480 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $861 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,658 | CashBOYAmt |
| Cash EOY | $738 | CashEOYAmt |
| Cash EOYFMV | $738 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $411,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,034 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,034 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $721 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $870 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $870 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $114,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $429,363 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,403,107 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $49,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,090 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $529,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,468,839 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $252,946 | CapitalStockBOYAmt |
| Capital Stock EOY | $252,946 | CapitalStockEOYAmt |
| Retained Earning BOY | $276,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $246,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $529,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $499,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $529,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $499,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $529,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $499,365 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $499,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $51,534 | GrossSalesPriceAmt |
| Cost Or Other Basis | $41,439 | CostOrOtherBasisAmt |
| Gain Or Loss | $10,095 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $10,095 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $654 | SubtotalAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $870 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $870 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $870 | OriginalReturnTaxPaidAmt |
| Overpayment | $216 | OverpaymentAmt |
| Applied To ES Tax | $216 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | TX | 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 |
| Individual With Books | DR DEVENDRA K VARSHNEY | IndividualWithBooksNm |
| Phone | 8303221380 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SOUTH 5TH ST | AddressLine1Txt |
| City | CARRIZO SPRINGS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 788343802 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2024 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DR DEVENDRA K VARSHNEY | ||||||
| 300 S 5TH ST | CARRIZO SPRINGS | TX | 78834 | PRESIDENT | 002.00 | $0 |
| DR MAYA VARSHNEY | ||||||
| 300 S 5TH ST | CARRIZO SPRINGS | TX | 78834 | V ICE PRESIDENT | 001.00 | $0 |
| DR POOJA VARSHNEY | ||||||
| 300 S 5TH ST | CARRIZO SPRINGS | TX | 78834 | SECRETARY | 001.00 | $0 |
| DR DEEPA VARSHNEY | ||||||
| 300 S 5TH ST | CARRIZO SPRINGS | TX | 78834 | TREASURER | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,297,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,404,674 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,404,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,383,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $654 | TotalTaxAmt |
| Distributable Before Adj | $68,526 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,526 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,526 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,455 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,455 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,526 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,757 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,455 | AppliedToYear1Amt |
| Taxable2 | $26,302 | Taxable2Amt |
| Undistributed Income CY | $68,526 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR DEVENDRA K VARSHNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ERIC SANCHEZ | |||||||
| 501 E LASALLE | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $2,000 |
| CALEB FLORES TELLEZ | |||||||
| 314 W MAVERICK ST | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $1,000 |
| KAMILA MORALES | |||||||
| 2021 GUADALUPE ST | AUSTIN | TX | 78705 | NONE | I | SCHOLARSHIP | $1,000 |
| EMILY VILLANUEVA | |||||||
| 201 E 21ST | AUSTIN | TX | 78705 | NONE | I | SCHOLARSHIP | $1,000 |
| XAVIER DELGADO | |||||||
| 520 E JACKSON ST | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $1,000 |
| REANNA HERNANDEZ | |||||||
| 408 LAS PALMAS AVE | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $1,000 |
| SOFIA GUERRERO | |||||||
| 1512 N AVENUE A | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $1,500 |
| SCOTT RODRIGUEZ | |||||||
| 606 EAST DIMMIT | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $1,000 |
| BOBBY RAMIREZ | |||||||
| 1316 N AVENUE A | CRYSTAL CITY | TX | 78839 | NONE | I | SCHOLARSHIP | $1,000 |
| TRISTAN NAVARRO | |||||||
| 151 HILLTOP VIEW DR | CARRIZO SPRINGS | TX | 78834 | NONE | I | SCHOLARSHIP | $1,500 |
| MATTHEW TITSWORTH | |||||||
| 581 FM 2368 | CARRIZO SPRINGS | TX | 78834 | NONE | I | SCHOLARSHIP | $1,500 |
| MELODY GAMON | |||||||
| 1386 FM 1556 | CARRIZO SPRINGS | TX | 78834 | NONE | I | SCHOLARSHIP | $1,500 |
| JOE LUNA III | |||||||
| 609 CYPRESS BAYOU | CIBOLO | TX | 78108 | NONE | I | MEDICAL EXPENSES | $1,000 |
| MARGARET GONZALES | |||||||
| 602 S 12 ST | CARRIZO SPRINGS | TX | 78834 | NONE | I | MEDICAL EXPENSES | $1,500 |
| LAURA VASQUEZ | |||||||
| 210 S 18TH ST | CARRIZO SPRINGS | TX | 78834 | NONE | I | MEDICAL EXPENSES | $1,000 |
| LIZZETTE CUELLAR | |||||||
| 506 N 13TH ST | CARRIZO SPRINGS | TX | 78834 | NONE | I | MEDICAL EXPENSES | $500 |
| MARISOL GALLEGOS | |||||||
| 610 N AVE A | CRYSTAL CITY | TX | 78839 | NONE | I | MEDICAL EXPENSES | $1,000 |
| LELIA PEREZ | |||||||
| BOX 861 | CARRIZO SPRINGS | TX | 78834 | NONE | I | MEDICAL EXPENSES | $500 |
| NORMA GUERRA | |||||||
| 2222 HWY 83 S | CARRIZO SPRINGS | TX | 78834 | NONE | I | MEDICAL EXPENSES | $1,500 |
| MARTHA CASTANEDA | |||||||
| 500 S 8TH ST | CARRIZO SPRINGS | TX | 78834 | NONE | I | MEDICAL EXPENSES | $1,000 |
| BRANDON SANCHEZ | |||||||
| 900 S 5TH ST | CARRIZO SPRINGS | TX | 78834 | NONE | I | SCHOLARSHIP | $500 |
| LAS SENDAS RURAL HEALTH CENTER | |||||||
| 3 FM 3292 | CRYSTAL CITY | TX | 78839 | NONE | PC | BREAST CANCER DRIVE | $1,000 |
| DIMMITT COUNTY CHAMBER OF COMMERCE | |||||||
| P O BOX 699 | CARRIZO SPRINGS | TX | 78834 | NONE | NC | 2025 CANCER WALK | $500 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 1201 15TH ST NW STE 410 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $1,000 |
| RICE UNIVERSITY | |||||||
| 6100 MAIN STREET | HOUSTON | TX | 77005 | NONE | PC | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,480 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,480 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOY REINER, CPA | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 shares of ARES CAP CORP EQUITY | $23,000 | $20,230 |
| 1000 shares of COMPASS DIVE 7.875 PFD | $22,350 | $18,150 |
| 2180 shares of GOLDMAN SACHS BDC INC | $26,075 | $20,233 |
| 3152 shares of VANGUARD TAX MANAGED CAPITAL APPR | $124,093 | $1,113,214 |
| 2000 shares of NUVEEN CREDIT STRATEGIES | $10,400 | $10,040 |
| 2000 shares of PIMCO CORPORATE OPPORTUNITIES | $28,560 | $25,800 |
| 500 shares of TORTOISE ENERGY INFRASTR | $21,315 | $20,450 |
| 250 shares of UITED PARCEL SVC INC | $27,692 | $24,797 |
| 500 shares of VERIZON COMMUNICATIONS | $20,500 | $20,365 |
| 544 shares of JP MORGAN NASDAQ EQT | $28,514 | $31,624 |
| 520 shares of JANUS HENDERSON AAA CLO | $26,046 | $26,316 |
| 2000 shares of VANECK BDC INCOME ETF | $29,820 | $28,360 |
| 100 shares of VANGUARD DIVIDEND | $18,998 | $21,978 |
| 1000 shares of VIRTUS INFRCP US | $22,000 | $21,550 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLIC STORAGE REIT 100 SHS | AT COST | $29,500 | $25,950 |
| PLAINS GP HOLDS LP | AT COST | $19,860 | $19,140 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR DEVENDRA K VARSHNEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 SOUTH 5TH ST | AddressLine1Txt |
| City | CARRIZO SPRINGS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 788343802 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $861 | Amt |