GANATRA FAMILY FOUNDATION INC: Form 990PF, tax year 2025
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- Organization
- GANATRA FAMILY FOUNDATION INC (EIN 56-2195283)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349102900
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:35:04-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561529205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGGINS & COMPANY CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6148 BROOKSHIRE BLVD STE D | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282162426 | 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 | 562195283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GANATRA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GANA | BusinessNameControlTxt |
| Phone | 7045765757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SHARON TOWNSHIP LN APT 557 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT W KERR | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7045765757 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERMIT K BOLICK CPA | PreparerPersonNm |
| PTIN | P00897158 | PTIN |
| Phone | 7043942364 | PhoneNum |
| Preparation | 2026-05-14 | 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 | $9,585,904 | 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 | $925,135 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,018 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,082 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,018 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $66,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,697 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,697 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,677,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,677,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,677,620 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$34,676 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$34,676 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,636,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,745,399 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,039 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,633 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $79,820 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $83,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,423,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,742,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,039 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,140 | CashBOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,330,235 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,330,235 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,746 | AcctRcvblAmt |
| Acct Rcvbl EOY | $4,746 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,746 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $185 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $185 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock EOY | $1,845,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,958,923 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,470 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,293,782 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,291,814 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $50,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,474,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,585,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $50,610 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,474,202 | CapitalStockEOYAmt |
| Retained Earning EOY | -$1 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,474,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,474,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,423,591 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,474,201 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,474,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,677,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $79,824 | SubtotalAmt |
| Tax Based On Investment Income | $79,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,004 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $80,004 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $180 | OverpaymentAmt |
| Applied To ES Tax | $180 | 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 | Yes (true) | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | SCOTT W KERR | IndividualWithBooksNm |
| Phone | 7045765757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SHARON TOWNSHIP LANE 557 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SARLABEN T GANATRA | |||||||||
| 6523 ASHDALE PLACE | CHARLOTTE | NC | 28215 | VICE PRESIDE | 1.00 | $0 | $0 | $0 | |
| RAJESH T GANATRA | |||||||||
| 6523 ASHDALE PLACE | CHARLOTTE | NC | 28215 | PRESIDENT | 1.00 | $0 | $0 | $0 | |
| SCOTT W KERR | |||||||||
| 345 SHARON TOWNSHIP | CHARLOTTE | NC | 28211 | SECRETARY/TR | 2.00 | $0 | $0 | $0 | LANE 557 |
| 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 | $4,197,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,197,757 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,197,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,134,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,824 | TotalTaxAmt |
| Distributable Before Adj | $126,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $126,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $126,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,916 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $22 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $126,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,834 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,296 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,296 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22 | ExcessFromYear3Amt |
| Excess From Year2 | $202 | ExcessFromYear2Amt |
| Excess From Year1 | $238 | ExcessFromYear1Amt |
| Excess From Current Year | $3,834 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAJESH T GANATRA | ContributingManagerNm |
| Contributing Manager | SARLA T GANATRA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANSKRUTI FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6808 HORNWOOD DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL ACTIVITIES | GrantOrContributionPurposeTxt |
| Amt | $130,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $936 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,082 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,677,620 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KARE PARTNERS LLC | Desc |
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$34,676 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$33,740 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,745,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,711,659 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RAJESH T GANATRA | ||||||
| 1 | 6523 ASHDALE PLACE | CHARLOTTE | NC | 28215 | $810,172 | Yes (X) |
| SARLA T GANATRA | ||||||
| 2 | 6523 ASHDALE PLACE | CHARLOTTE | NC | 28215 | $114,963 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SHARES OF KPBO | $2,582,186 | 2025-06-09 |
| 1 | SHARES OF KPGO | $726,431 | 2025-06-09 |
| 1 | SHARES OF KARE PARTNERS | $726,431 | 2025-06-09 |
| 2 | SHARES OF KPBO | $65,392 | 2025-06-09 |
| 2 | SHARES OF KPGO | $18,396 | 2025-06-09 |
| 2 | SHARES OF KARE PARTNERS | $18,396 | 2025-06-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME INVESTMENT | BondNm |
| EOY Book Value | $1,293,782 | EOYBookValueAmt |
| EOYFMV | $1,291,814 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INVESTMENTS - UBS | $1,504,396 | $1,486,179 |
| KPBO STOCK | $42,725 | $1,591,744 |
| KPGO STOCK | $165,936 | $940,500 |
| KPLLC | $132,196 | $940,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KARE PARTNERS LLC | Desc |
| Revenue And Expenses Per Books | -$34,676 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$34,676 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT CUSTODY FEES | $313 | $313 |
| INVESTMENT MANAGEMENT FEES | $2,320 | $2,320 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $79,820 | Amt |