THE VASANT AND PRABHA RATHI FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE VASANT AND PRABHA RATHI FOUNDATION (EIN 81-3878588)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349104870
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T21:50:04-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813878588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Vasant and Prabha Rathi Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | VASA | 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 | Vasant Rathi | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 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 | $34,404,363 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,036,116 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50,231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,835,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,076,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,183,407 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,799 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,799 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,159,255 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,471,148 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $203,277 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $203,277 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,073 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $55,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,479 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,216,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,216,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,505,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,269,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,653,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,262,494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,171,758 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,171,758 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,507 | AcctRcvblAmt |
| Acct Rcvbl EOY | $7,507 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,507 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $434,305 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,197,213 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,221,735 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,238,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,181,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,084,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $59,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $911,605 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $918,379 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,916,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,469,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,404,363 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $183,041 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $82,015 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $183,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $82,015 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,733,155 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,387,097 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,733,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,387,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,916,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,469,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,733,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,653,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,387,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,387,097 | 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 | $5,076,266 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,892,859 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,183,407 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,183,407 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,183,407 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,449 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,449 | SubtotalAmt |
| Tax Based On Investment Income | $31,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $9,560 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | 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 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vasant Rathi | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir, Pres, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services | |||||
| 251 SOUTH LAKE AVENUE 10TH FL | PASADENA | CA | 911013003 | Investment Mgmt | $167,145 |
| Foundation Source | |||||
| 55 Walls Drive STE 302 | Fairfield | CT | 06824 | Administrative | $52,454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,450,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,412,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,863,138 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,863,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,415,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,470,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,470,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,449 | TotalTaxAmt |
| Distributable Before Adj | $1,439,311 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,439,311 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,439,311 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,269,079 | 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 | $1,269,079 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,439,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,256,176 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $1,269,079 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,256,176 | AppliedToYear1Amt |
| Applied To Current Year | $12,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,426,408 | 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 | Vasant Rathi | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKSHAYA PATRA FOUNDATION USA | |||||||
| PO BOX 14220 | FREMONT | CA | 94539 | N/A | PC | General & Unrestricted | $25,000 |
| ALL WORLD GAYATRI PARIWAR U S A | |||||||
| 2446 W ORANGE AVE | ANAHEIM | CA | 92804 | N/A | PC | General & Unrestricted | $11,000 |
| ART OF LIVING FOUNDATION | |||||||
| 2401 15TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $25,000 |
| ASSISTANCE LEAGUE OF ORANGE CALIF INC | |||||||
| 124 S ORANGE ST | ORANGE | CA | 92866 | N/A | PC | General & Unrestricted | $1,000 |
| DIVINE ART OF YOGA CENTER | |||||||
| 851 W WHITTIER BLVD | LA HABRA | CA | 90631 | N/A | PC | General & Unrestricted | $25,000 |
| EKAL VIDYALAYA FOUNDATION OF USA INC | |||||||
| PO BOX 821369 | HOUSTON | TX | 77282 | N/A | PC | General & Unrestricted | $50,000 |
| HINDU AMERICAN FOUNDATION INC | |||||||
| 100 S BROAD ST STE 1318 | PHILADELPHIA | PA | 19110 | N/A | PC | General & Unrestricted | $50,000 |
| HINDU UNIVERSITY OF AMERICA INC | |||||||
| 5200 VINELAND RD | ORLANDO | FL | 32811 | N/A | PC | General & Unrestricted | $50,000 |
| INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS OF | |||||||
| 3764 WATSEKA AVE | LOS ANGELES | CA | 90034 | N/A | PC | General & Unrestricted | $25,000 |
| JAGADGURU KRIPALUJI YOG | |||||||
| 1096 ARCHES PARK DR | ALLEN | TX | 75013 | N/A | PC | General & Unrestricted | $5,000 |
| JAIN CENTER OF SOUTHERN CALIFORNIA | |||||||
| PO BOX 549 | BUENA PARK | CA | 90621 | N/A | PC | Charitable Event | $50,000 |
| JOY OF HELPING | |||||||
| 1960 W SNEAD ST | LA HABRA | CA | 90631 | N/A | PC | General & Unrestricted | $50,000 |
| JUPITER 360 FOUNDATION | |||||||
| 6925 ARAGON CIR STE 11 | BUENA PARK | CA | 90620 | N/A | PC | General & Unrestricted | $25,000 |
| LOVE SPORTS | |||||||
| 3264 HEATHER FIELD DR | HACIENDA HEIGHTS | CA | 91745 | N/A | PC | General & Unrestricted | $1,500 |
| MAHESHWARY MAHASABHA OF NORTH AMERICA INC | |||||||
| 1115 GRAND HAMPTONS DR | HERNDON | VA | 20170 | N/A | PC | General & Unrestricted | $1,100 |
| NIRANTARA | |||||||
| 23411 SUMMERFIELD APT 68F | ALISO VIEJO | CA | 92656 | N/A | PC | General & Unrestricted | $5,000 |
| PARAM SHAKTI PEETH OF AMERICA FOUNDATION | |||||||
| 28016 RIDGEBROOK CT | RANCHO PALOS VERDES | CA | 90275 | N/A | PC | General & Unrestricted | $236,000 |
| PRATHAM USA | |||||||
| 9730 RICHMOND AVE SUITE 102 | HOUSTON | TX | 77042 | N/A | PC | General & Unrestricted | $50,000 |
| RADHA KRISHNA MANDIR | |||||||
| 12634 PIONEER BLVD | NORWALK | CA | 90650 | N/A | PC | General & Unrestricted | $25,000 |
| SANKARA EYE FOUNDATION USA | |||||||
| 1900 MCCARTHY BLVD STE 207 | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $50,000 |
| SHARE A SMILE | |||||||
| 45 RIVER DRIVE S APT 3010 | JERSEY CITY | NJ | 07310 | N/A | PC | General & Unrestricted | $50,000 |
| SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE | |||||||
| 1022 N BRADFORD AVE | PLACENTIA | CA | 92870 | N/A | PC | General & Unrestricted | $45,000 |
| SOUTH ASIAN HELPLINE AND REFERRALAGENCY | |||||||
| 17100 PIONEER BLVD STE 320 | ARTESIA | CA | 90701 | N/A | PC | General & Unrestricted | $25,000 |
| TOVP FOUNDATION INC | |||||||
| PO BOX 609 | ALACHUA | FL | 32616 | N/A | PC | General & Unrestricted | $36,000 |
| UC SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0553 | LA JOLLA | CA | 92093 | N/A | PC | Establishing Rathi Endowed Chair | $175,000 |
| VIDYA BHARATI FOUNDATION OF AMERICA | |||||||
| 9528 PACING LN NW | CONCORD | NC | 28027 | N/A | PC | Flood victims in Panjab and other states in India | $50,000 |
| VOICE OF SPECIALLY ABLED PEOPLE INC | |||||||
| 22734 STAGG ST | WEST HILLS | CA | 91304 | N/A | PC | General & Unrestricted | $50,000 |
| YOG SADHAN ASHRAM OF CHICAGO INC | |||||||
| 28W100 SAINT CHARLES RD | WEST CHICAGO | IL | 60185 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,216,600 | 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 | $50,231 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,711 | 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 | $1,835,398 | 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 | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,799 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,123,139 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,123,139 | 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 | Rathi Family Trust Dated 11151991 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4880 Murrieta Street | AddressLine1Txt |
| City | Chino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,036,116 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | APPLE INC AAPL, 8000 sh. | NoncashPropertyDesc |
| Fair Market Value | $2,036,116 | FairMarketValueAmt |
| Received | 2025-09-30 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TINT TREASURY - 0.000% - 02/15 | $446,875 | $446,529 |
| TINT TREASURY - 0.000% - 11/15 | $216,650 | $216,648 |
| US TREAS SEC STRIPPED INT PMT | $248,080 | $255,202 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $25,734 | $24,306 |
| ABBVIE INC | $18,363 | $25,819 |
| ADOBE SYSTEMS, INC | $10,005 | $7,000 |
| ADVANCED MICRO DEVICES INC | $8,682 | $22,487 |
| ALPHABET INC CL C | $484,467 | $4,036,409 |
| AMAZON COM | $398,880 | $818,257 |
| APPLE INC | $6,690,594 | $14,504,819 |
| ARM HOLDING PLS SPON ADS | $87,941 | $131,172 |
| ASML HOLDING NV NY REG SHS | $8,735 | $12,838 |
| AVALONBAY CMNTYS INC | $36,688 | $38,256 |
| BANK OF AMERICA CORP | $246,508 | $527,285 |
| BLACKROCK INC | $11,490 | $21,407 |
| BOEING CO | $24,395 | $34,088 |
| BOOKING HOLDINGS INC | $7,142 | $21,421 |
| BROADCOM INC | $30,637 | $115,597 |
| CITIGROUP INC | $27,019 | $50,177 |
| CVS CAREMARK CORP | $8,106 | $8,730 |
| DANAHER CORP | $206,679 | $223,655 |
| DIAMOND HILL LONG SHORT FD CL | $73,174 | $91,173 |
| EATON CORP PLC | $12,032 | $30,258 |
| ELEVANCE HEALTH INC | $263,627 | $281,492 |
| ELI LILLY & CO | $297,421 | $434,171 |
| FEDEX CORPORATION | $429,220 | $491,062 |
| FIRST TRUST NASDAQ CYBERSECURI | $35,726 | $38,226 |
| GARMIN LTD | $27,484 | $30,630 |
| GENERAC HOLDING INC | $254,224 | $150,007 |
| HILTON WORLDWIDE HOLDINGS, INC | $12,765 | $14,650 |
| HOME DEPOT INC | $20,865 | $19,270 |
| HONEYWELL INTL | $11,064 | $23,801 |
| INVESCO OPTIMUM YIELD DIVERSIF | $60,522 | $65,521 |
| ISHARE SP SMALL CAP 600 INDEX | $336,858 | $440,820 |
| ISHARES TR S & P MIDCAP 400 IN | $216,166 | $427,350 |
| JOHCM INTERNATIONAL SELECT FUN | $36,299 | $46,667 |
| JP MORGAN CHASE | $144,634 | $507,497 |
| KEYSIGHT TECHNOLOGIES INC | $16,298 | $20,319 |
| LAM RESEARCH CORP | $13,981 | $51,354 |
| LOCKHEED MARTIN CORP | $338,521 | $440,623 |
| MANULIFE FIN CORP | $11,995 | $27,573 |
| MARSH AND MCLENNAN COMPANIES I | $13,843 | $12,059 |
| MASTERCARD INC | $238,184 | $404,754 |
| MCDONALD'S CORP | $24,719 | $26,284 |
| MERCK & CO INC | $168,252 | $278,413 |
| META PLATFORMS INC | $283,130 | $673,292 |
| MICROSOFT CORP | $624,206 | $1,643,341 |
| MONDELEZ INTERNATIONAL INC | $15,972 | $15,880 |
| MOTOROLA SOLUTIONS INC | $20,818 | $19,166 |
| NETFLIX INC | $110,678 | $106,886 |
| NOVO NORDISK A S | $55,823 | $94,382 |
| NVIDIA CORP | $197,357 | $1,721,395 |
| ORACLE CORP | $162,853 | $256,307 |
| PIMCO COMMODITY REAL RETURN ST | $35,000 | $38,972 |
| PRINCIPAL HIGH YIELD FUND CL R | $135,965 | $135,024 |
| PROCTER GAMBLE CO | $113,971 | $153,342 |
| RAYTHEON TECHNOLOGIES CORP | $15,896 | $32,095 |
| REGIONS FINANCIAL CORP | $11,250 | $17,073 |
| ROBECO BOSTON PARTNERS LONG SH | $65,000 | $57,180 |
| SOLSTICE ADVANCED MATERIALS IN | $2,651 | $1,457 |
| STARBUCKS CORP COM | $16,500 | $13,137 |
| SUNCOR ENERGY INC | $29,348 | $43,295 |
| SYSCO CORP | $8,254 | $8,106 |
| TE CONNECTIVITY LTD | $12,744 | $17,746 |
| THE BLACKSTONE GROUP INC CL A | $11,741 | $30,828 |
| THE MAGNUM ICE CREAM COMPANY | $2,239 | $761 |
| THERMO FISHER SCIENTIFIC INC | $439,623 | $538,889 |
| TOTALENERGIES SE | $25,166 | $33,037 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $29,560 | $30,041 |
| UBER | $20,929 | $21,653 |
| UNILEVER PLC AMER | $9,336 | $13,952 |
| UNION PACIFIC | $7,906 | $17,349 |
| UNITEDHEALTH GROUP INC | $219,829 | $242,961 |
| VANGUARD SF REIT ETF | $55,455 | $59,377 |
| VISA INC | $16,954 | $26,303 |
| WASTE MANAGEMENT INC | $17,438 | $25,267 |
| XYLEM INC | $17,498 | $18,793 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,197,213 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,221,735 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $52,454 | $52,454 | |
| Bank Charges | $3,304 | $3,304 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $1,799 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,799 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $183,041 | BOYBookValueAmt |
| EOY Book Value | $82,015 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $203,277 | Amt |
| Net Investment Income | $203,277 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $21,900 | |
| 990-PF Excise Tax for 2024 | $5,680 | |
| Foreign Tax Paid | $2,073 | $2,073 |