UMAKANT S AND SHREEDEVI U DOCTOR FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- UMAKANT S AND SHREEDEVI U DOCTOR FAMILY CHARITABLE FOUNDATION (EIN 36-7225642)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202601319349101725
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T10:55:43-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200503877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEBER TANS PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 W CROSSTOWN PARKWAY STE 304 | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367225642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UMAKANT S & SHREEDEVI U | BusinessNameLine1Txt |
| Business Name Line2 | DOCTOR FAMILY CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UMAK | BusinessNameControlTxt |
| Phone | 2693813521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6635 WYNDHAM DRIVE | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SACHI DOCTOR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2693813521 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J HORWATH | PreparerPersonNm |
| PTIN | P00548822 | PTIN |
| Phone | 2693438180 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| 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 | $2,547,784 | 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 | $32,923 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,374 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $264,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,709 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $79,205 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,205 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $308 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $83,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,018 | CashBOYAmt |
| Cash EOY | $142,318 | CashEOYAmt |
| Cash EOYFMV | $142,318 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,896 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $637,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $649,539 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,311,570 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $819,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $885,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,547,784 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $890 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $898 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $898 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $818,464 | CapitalStockBOYAmt |
| Capital Stock EOY | $884,855 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $818,464 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $884,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $819,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $885,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $818,464 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,391 | ExcessRevenueOverExpensesAmt |
| Subtotal | $884,855 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $884,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CARMAX INC | P | 2004-06-04 | 2025-08-14 | $69,442 | $13,169 | $56,273 | $56,273 |
| O REILLY AUTOMOTIVE INC | P | 2002-08-07 | 2025-08-14 | $101,824 | $1,093 | $100,731 | $100,731 |
| ACCENTURE PLC CLASS A | P | 2009-06-26 | 2025-08-14 | $49,049 | $6,679 | $42,370 | $42,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,063 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,063 | SubtotalAmt |
| Tax Based On Investment Income | $3,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,204 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,204 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,141 | OverpaymentAmt |
| Applied To ES Tax | $1,141 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANICE HAMILTON PNC BANK | IndividualWithBooksNm |
| Phone | 2693372543 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 NORTH ROSE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49007 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| UMAKANT S DOCTOR | ||||||||
| 6635 WYNDHAM DRIVE | KALAMAZOO | MI | 49009 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SHREEDEVI U DOCTOR | ||||||||
| 6635 WYNDHAM DRIVE | KALAMAZOO | MI | 49009 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SACHI DOCTOR | ||||||||
| 6635 WYNDHAM DRIVE | KALAMAZOO | MI | 49009 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,195,953 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,395,014 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,395,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,925 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,359,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,063 | TotalTaxAmt |
| Distributable Before Adj | $114,891 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,891 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $116,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,891 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $25,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,823 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,153 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $114,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,112 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $50,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,451 | ExcessFromYear3Amt |
| Excess From Year2 | $16,879 | ExcessFromYear2Amt |
| Excess From Year1 | $5,823 | ExcessFromYear1Amt |
| Excess From Current Year | $1,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | ||||||
| 1 WHITEHALL ST 2ND | NEW YORK | NY | 10004 | PC | GENERAL OPERATIONS | $5,000 |
| CHILDREN'S EMERGENCY FUND | ||||||
| 501 KINGS HIGHWAY EAST | FAURFUEKD | CT | 06825 | PC | GENERAL OPERATIONS | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $5,000 |
| FEEDING AMERICA | ||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $10,000 |
| HABITAT FOR HUMANITY | ||||||
| 1126 GULL ROAD | KALAMAZOO | MI | 490481726 | PC | GENERAL OPERATIONS | $5,000 |
| HEALTHY HEARTS INSTITUTE | ||||||
| EL POUBLA AVE | PITTSBURG | CA | 94565 | PC | GENERAL OPERATIONS | $5,000 |
| INDO AMERICAN CULTURAL CENTER TEMPL | ||||||
| 2002 RAMONA AVE | PORTAGE | MI | 49002 | PC | GENERAL OPERATIONS | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | GENERAL OPERATIONS | $5,000 |
| JACOBS-KUSHMAN SAN DIEGO FOOD BANK | ||||||
| 9850 DISTRIBUTION AVE | SAN DIAGO | CA | 92121 | PC | GENERAL OPERATIONS | $5,000 |
| LOAVES & FISHES | ||||||
| 901 PORTAGE STREET | KALAMAZOO | MI | 49001 | PC | GENERAL OPERATIONS | $10,000 |
| LOS ANGELES FOOD BANK | ||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL OPERATIONS | $5,000 |
| MALIHEH FREE CLINIC | ||||||
| 941 EAST 3300 SOUTH | SALT LAKE CITY | UT | 84106 | PC | GENERAL OPERATIONS | $2,000 |
| NATIONAL CENTER FOR FAMILY PHILANTH | ||||||
| 1667 K ST NW SUITE 350 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATIONS | $1,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $2,000 |
| NO KID HUNGRY | ||||||
| 1030 15TH STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $5,000 |
| NPR | ||||||
| 1111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATIONS | $1,000 |
| PALESTINIAN CHILDREN'S RELIEF FUND | ||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | PC | GENERAL OPERATIONS | $5,000 |
| PLANNED PARENTHOOD FEDERATION | ||||||
| 123 WILLIAM STREET 10TH | NEW YORK | NY | 10038 | PC | GENERAL OPERATIONS | $3,000 |
| PRISON YOGA PROJECT | ||||||
| PO BOX 415 | BOLINAS | CA | 94924 | PC | GENERAL OPERATIONS | $5,000 |
| REFUGEE INTERNATIONAL | ||||||
| 1101 14TH ST NW SUITE 1 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATIONS | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 606731263 | PC | GENERAL OPERATIONS | $5,000 |
| SALT LAKE CLIMBERS ASSOCIATION | ||||||
| PO BOX 9157 | SALT LAKE CITY | UT | 84109 | PC | GENERAL OPERATIONS | $5,000 |
| THE INN BETWEEN | ||||||
| 1216 EAST 1300 SOUTH | SALT LAKE CITY | UT | 84105 | PC | GENERAL OPERATIONS | $2,000 |
| UTAH AVALANCHE CENTER | ||||||
| PO BOX 521353 | SALT LAKE CITY | UT | 84152 | PC | GENERAL OPERATIONS | $1,000 |
| UTAH FOOD BANK | ||||||
| 3150 SOUTH 900 WEST | SALT LAKE CITY | UT | 84119 | PC | GENERAL OPERATIONS | $5,000 |
| WIKIPEDIA | ||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | PC | GENERAL OPERATIONS | $1,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL OPERATIONS | $5,000 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200907180 | PC | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $199,374 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $199,374 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,709 | 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 | UMAKANT S DOCTOR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6635 WYNDHAM DR | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,923 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLIC SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $115,680 | FairMarketValueAmt |
| Received | 2025-12-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $649,539 | EOYBookValueAmt |
| EOYFMV | $2,311,570 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM 1099 INCOME IN TRANSIT | Desc |
| BOY Book Value | $890 | BOYBookValueAmt |
| EOY Book Value | $898 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,205 | $9,205 |
| ADMINISTRATION FEES | $70,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $308 | $308 |
| MISC FEES | $28 | |
| EXCISE TAX PAID |