MEREO FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MEREO FOUNDATION (EIN 87-2797640)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202611219349100611
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T08:49:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 332566127 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARP ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12403 BRIARCLIFFE DRIVE | AddressLine1Txt |
| City | LEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60439 | 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 | 872797640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEREO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERE | BusinessNameControlTxt |
| Phone | 6302584037 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 KALLIEN AVENUE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIVAPATHAM NATARAJAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6302584037 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN SHARP | PreparerPersonNm |
| PTIN | P01351510 | PTIN |
| Phone | 6304652926 | 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 | $445,959 | 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 | $6,573 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,941 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,281 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,708 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $113,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $94,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $374,502 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $868 | OtherAssetsBOYAmt |
| Other Assets EOY | $347 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $347 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $172,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $445,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $172,734 | RetainedEarningBOYAmt |
| Retained Earning EOY | $165,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $172,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $165,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $172,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $165,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $172,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $165,757 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $165,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250 SHS CIVITAS RESOURCES INC | 2024-12-02 | 2025-02-27 | $9,750 | $12,625 | -$2,875 | -$2,875 | |
| 700 SHS FS KKR CAP | 2024-11-01 | 2025-08-14 | $12,390 | $14,140 | -$1,750 | -$1,750 | |
| 15 SHS META PLATFORMS INC | 2025-04-03 | 2025-11-18 | $9,000 | $8,176 | $824 | $824 | |
| 10 SHS META PLATFORMS INC | 2025-04-04 | 2025-11-18 | $6,000 | $5,000 | $1,000 | $1,000 | |
| 75 SHS ADVANCED MICRO DEVICES INC | 2022-05-09 | 2025-10-08 | $17,550 | $6,525 | $11,025 | $11,025 | |
| 50 SHS ADVANCED MICRO DEVICES INC | 2022-06-17 | 2025-10-24 | $12,500 | $4,000 | $8,500 | $8,500 | |
| CAPITAL GAINS DIVIDENDS | $43 | $43 | $43 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $347 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $347 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16 | OverpaymentAmt |
| Applied To ES Tax | $16 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SIVAPATHAM NATARAJAN | IndividualWithBooksNm |
| Phone | 6302584037 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 KALLIEN AVE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIVAPATHAM NATARAJAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 KALLIEN AVE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $309,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $352,972 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $331 | TotalTaxAmt |
| Distributable Before Adj | $17,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,318 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,517 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,283 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,138 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,789 | ExcessFromYear3Amt |
| Excess From Year2 | $3,283 | ExcessFromYear2Amt |
| Excess From Year1 | $13,867 | ExcessFromYear1Amt |
| Excess From Current Year | $19,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SIVAPATHAM NATARAJAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKSHAYA PATRA USA | ||||||
| PO BOX 14220 | FREMONT | CA | 94539 | PC | NOT-FOR-PROFIT FOUNDATION THE STRIVES TO ELIMINATE CLASSROOM HUNGER. | $1,500 |
| ALL HANDS & HEARTS | ||||||
| 82 COUNTY ROAD | MATTAPOISETT | MA | 02739 | PC | HELPS COMMUNITIES RECOVER AFTER DISASTERS AND GETS CHILDREN BACK IN SCHOOL | $1,500 |
| BARN SANCTUARY | ||||||
| 20179 MCKERNAN DR | CHELSEA | MI | 48118 | PC | NOT-FOR-PROFIT THAT RESCUES AND REHABILITATE ABUSED AND NEGLECTED FARMED ANIMALS | $1,000 |
| CATSKILL ANIMAL SANCTUARY | ||||||
| 316 OLD STAGE RD | SAUGERTIES | NY | 12477 | PC | NOT-FOR-PROFIT THAT RUNS A 150-ACRE REFUGE FOR 10 SPECIES OF FARMED ANIMALS RESCUED FROM CRUELTY, NEGLECT AND ABANDONMENT. | $1,000 |
| DONORS CHOOSE (EDUCATION) | ||||||
| 134 W 37TH ST | NEW YORK | NY | 10018 | PC | TO SUPPORT AN ORGANIZATION THAT IS COMMITTED TO COMBATING RACIAL AND SOCIO-ECONOMIC INEQUITY IN SCHOOL FUNDING. | $7,513 |
| FEED MY STARVING CHILDREN | ||||||
| 555 EXCHANGE CT | AURORA | IL | 60506 | PC | NONPROFIT ORGANIZATION EMPOWERING VOLUNTEERS TO PACK MEALS FOR THE MALNOURISHED IN NEARLY 70 COUNTRIES. | $2,000 |
| FEEDING AMERICA | ||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | PC | GRANT TO 501(C)(3) ORGANIZATION TO SUPPORT ONGOING NOT-FOR-PROFIT EFFORTS | $2,000 |
| HESED HOUSE | ||||||
| 659 S RIVER ST | AURORA | IL | 60506 | PC | TO FEED THE HUNGRY, CLOTHE THE NAKED, SHELTER THE HOMELESS AND GIVE PEOPLE THE CHANCE TO HOPE AGAIN. | $2,000 |
| HINDU AMERICAN FOUNDATION | ||||||
| 910 SEVENTEENTH STREET NW STE 315 | WASHINGTON | DC | 20006 | PC | HAF FOCUSES ON EDUCATING THE PUBLIC ABOUT HINDUS AND HINDUISM AND ADVOCATING FOR POLICIES AND PRACTICES THAT ENSURE THE WELL-BEING OF ALL PEOPLE. | $7,001 |
| HINDU HERITAGE ENDOWMENT | ||||||
| 107 KAHOLALELE RD | KAPAA | HI | 96746 | PC | WORKS TO HELP PEOPLE AND STRENGTHEN HINDU COMMUNITIES AROUND THE GLOBE. | $1,001 |
| HTGC (LEMONT TEMPLE) | ||||||
| 10915 LEMONT ROAD | LEMONT | IL | 60439 | PC | HINDU TEMPLE OF GREATER CHICAGO, WHICH IS AN ENDURING SYMBOL OF HINDU SPIRITUALITY AND CULTURAL HERITAGE IN THE HEART OF THE MIDWEST USA | $2,000 |
| LOAVES & FISHES | ||||||
| 1871 HIGH GROVE LANE | NAPERVILLE | IL | 60540 | PC | AN ANTI-POVERTY, HUNGER RELIEF AGENCY SERVING FOOD AND LEADERSHIP SERVICES TO NAPERVILLE AND DUPAGE COUNTY. | $2,000 |
| SAI SAMSTHAN | ||||||
| 1101 FORAN LN | AURORA | IL | 60506 | PC | CENTRAL ILLINOIS HINDU RELIGIOUS SOCIETY ENGAGED IN SPREADING AND PROMOTING THE PHILOSOPHY OF SHRI SHIRDI SAI BABA. | $1,001 |
| SELF REALIZATION FELLOWSHIP | ||||||
| 946 N HARLEM AVE | RIVER FOREST | IL | 60305 | PC | TO DISSEMINATE AMONG THE NATIONS A KNOWLEDGE OF DEFINITE SCIENTIFIC TECHNIQUES FOR ATTAINING DIRECT PERSONAL EXPERIENCE OF GOD. | $2,000 |
| SEWA INTERNATIONAL | ||||||
| PO BOX 820867 | HOUSTON | TX | 77282 | PC | HINDU FAITH-BASED, HUMANITARIAN, NONPROFIT SERVICE ORGANIZATION WHICH SPECIALIZES IN DISASTER RELIEF AND REHABILITION. | $1,500 |
| SRI AYYAPPA SWAMI TEMPLE | ||||||
| 13250 ILLINOIS RT 59 SUITE 102 | PLAINFIELD | IL | 60585 | PC | TO ESTABLISH AND MAINTAIN A SRI DHARMASASTHA HINDU TEMPLE IN THE CHICAGOLAND AREA | $1,001 |
| VITILIGO SUPPORT INTERNATIONAL | ||||||
| PO BOX 3565 | LYNCHBURG | VA | 24503 | PC | NONPROFIT ORGANIZATION OFFERING A COMPREHENSIVE RESOURCE OF VITILIGO EDUCATION, RESEARCH, AND AWARENESS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,517 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,941 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,724 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,724 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,708 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE INCOME FROM THE SALE OF SECURITIES PROVIDES FUNDS FOR DISTRIBUTION TO QUALIFIED CHARITABLE ORGANIZATIONS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | SIVAPATHAM NATARAJAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1431 KALLIEN AVE | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $102,718 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHARE ARES | $19,036 | 2025-08-14 |
| 1 | 200 SHARES IREN | $14,011 | 2025-11-03 |
| 1 | 100 SHARES AVGO | $40,008 | 2025-11-28 |
| 1 | 150 SHARE FTAI | $29,663 | 2025-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHARES - ADVANCED MICRO DEVICES INC | $9,800 | $64,248 |
| 350 SHARES - AMAZON.COM INC | $35,925 | $80,787 |
| 50 SHARES - ELI LILLY & CO. | $1,815 | $53,734 |
| 500 SHARES - ANNALY CAPITAL MANAGEMENT INC | $13,875 | $16,770 |
| 200 SHARES - APOLLO GLOBAL MANAGEMENT | $2,343 | $28,952 |
| 100 SHARES - TARGA RESOURCES CORP | $1,739 | $18,450 |
| 1,500 SHARES - GLOBAL NET LEASE INC | $10,230 | $12,900 |
| 150 SHARES - FTAI AVIATION LTD | $2,358 | $29,528 |
| 200 SHARES - IREN LIMITED COM | $570 | $7,554 |
| 100 SHARES - ARES MANAGEMENT CORPORATION | $1,645 | $16,163 |
| 100 SHARES - BROADCOM INC | $2,000 | $34,610 |
| 600 SHARES - STARWOOD PPTY TR INC | $12,000 | $10,806 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL ESTIMATED TAX PAYMENTS | Desc |
| BOY Book Value | $868 | BOYBookValueAmt |
| EOY Book Value | $347 | EOYBookValueAmt |
| EOYFMV | $347 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL CHARITY BUREAU | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRC 4940 TAX | CategoryTxt |
| Amt | $851 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |