Civic Intelligence

Joshi Family Charitable Foundation

990PF • Fiscal year 2022 • EIN 16-1578607

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

19538 Vineyard LaneSaratoga, CA 95070

(408) 946-1825

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-30%

Higher net margin than 18% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-18%

Faster asset growth than 23% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-57%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$9,218

Down $1,977 (-18%) from 2021

Net Assets

Down

$9,218

Down $1,977 (-18%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$6,623

Down $8,827 (-57%) from 2021

Expenses

Up

$8,600

Up $2,900 (+51%) from 2021

Net Income

Down

-$1,977

Down $11,727 (-120%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15K$10K$5.0K$0Assets 2011: $12,697Liabilities 2011: $0Net Assets 2011: $12,6972011Assets 2012: $3,528Liabilities 2012: $0Net Assets 2012: $3,5282012Assets 2013: $1,666Liabilities 2013: $0Net Assets 2013: $1,6662013Assets 2014: $1,025Liabilities 2014: $0Net Assets 2014: $1,0252014Assets 2015: $274Liabilities 2015: $0Net Assets 2015: $2742015Assets 2016: $3,674Liabilities 2016: $0Net Assets 2016: $3,6742016Assets 2017: $11,226Liabilities 2017: $0Net Assets 2017: $11,2262017Assets 2018: $4,072Liabilities 2018: $0Net Assets 2018: $4,0722018Assets 2019: $2,895Liabilities 2019: $0Net Assets 2019: $2,8952019Assets 2020: $1,445Liabilities 2020: $0Net Assets 2020: $1,4452020Assets 2021: $11,195Liabilities 2021: $0Net Assets 2021: $11,1952021Assets 2022: $9,218Liabilities 2022: $0Net Assets 2022: $9,2182022Assets 2023: $7,674Liabilities 2023: $0Net Assets 2023: $7,6742023Assets 2024: $6,981Liabilities 2024: $0Net Assets 2024: $6,9812024

Highlighted filing

2022

Assets$9,218
Liabilities$0
Net Assets$9,218

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10KExpenses 2011: $4,8002011Expenses 2012: $9,4752012Revenue 2013: $5,301Expenses 2013: $7,163Net Income 2013: -$1,8622013Revenue 2014: $9,001Expenses 2014: $9,642Net Income 2014: -$6412014Revenue 2015: $10,000Expenses 2015: $10,751Net Income 2015: -$7512015Revenue 2016: $10,000Expenses 2016: $6,600Net Income 2016: $3,4002016Revenue 2017: $10,000Expenses 2017: $2,448Net Income 2017: $7,5522017Revenue 2018: $10,341Expenses 2018: $17,495Net Income 2018: -$7,1542018Revenue 2019: $3,323Expenses 2019: $4,500Net Income 2019: -$1,1772019Revenue 2020: $10,151Expenses 2020: $11,601Net Income 2020: -$1,4502020Revenue 2021: $15,450Expenses 2021: $5,700Net Income 2021: $9,7502021Revenue 2022: $6,623Expenses 2022: $8,600Net Income 2022: -$1,9772022Revenue 2023: $8,131Expenses 2023: $9,675Net Income 2023: -$1,5442023Revenue 2024: $7,107Expenses 2024: $7,800Net Income 2024: -$6932024

Highlighted filing

2022

Revenue$6,623
Expenses$8,600
Net Income-$1,977
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAILASH C JOSHITrustee-$0--
H MONTY JOSHITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joshi Family Charitable Foundation
EIN
16-1578607
Phone
4089461825
Address
19538 Vineyard Lane, Saratoga, CA 95070

Signing Officer

Name
Kailash C Joshi
Title
Trustee
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Lauder & Savidge LLP
Address
2 Court Street 2nd Floor, Binghamton, NY 13901
Preparer
Kaylin M Zenzel
Phone
6077238216
Raw XML Appendix220 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prep
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0123
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0123
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1977
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0600
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1977
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09218
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011195
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09218
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0610
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0610
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0610
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt09095
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt011195
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt09218
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09218
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09095
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011195
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011195
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09218
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011195
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09218
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012392
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0186
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0610
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012206
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAILASH C JOSHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1H MONTY JOSHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019538 Vineyard Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1724 central ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Saratoga
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1menlo park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194025
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt08500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt08500
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019538 Vineyard Lane
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Saratoga
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KAILASH JOSHI
IRS990PF/StatementsRegardingActyGrp/PhoneNum04089461825
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KAILASH C JOSHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HINDU COMMUNITY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Boys and Girls Club of the Penninsu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0691 S MILPITAS BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1401 Pierce Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MILPITAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Menlo Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194025
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0610
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016011
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044407
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011310
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07890
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046131
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt038241
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Merrill Lynch Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAILASH C JOSHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSHI FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0161578607
ReturnHeader/Filer/PhoneNum04089461825
ReturnHeader/Filer/USAddress/AddressLine1Txt019538 Vineyard Lane
ReturnHeader/Filer/USAddress/CityNm0Saratoga
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160919630
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Johnson Lauder & Savidge LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 Court Street 2nd Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Binghamton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013901
ReturnHeader/PreparerPersonGrp/PhoneNum06077238216
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kaylin M Zenzel
ReturnHeader/ReturnTs02023-11-15T10:01:42-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAILASH C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOSHI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$7.11$7.80$0.69
2023Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$8.13$9.68$1.54
2022Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$6.62$8.60$1.98
2021Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$15.5$5.70$9.75
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$10.2$11.6$1.45
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$3.32$4.50$1.18
2018Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$10.3$17.5$7.15
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$10.0$2.45$7.55
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$10.0$6.60$3.40
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$10.0$10.8$0.75
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$9.00$9.64$0.64
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$5.30$7.16$1.86
2012Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$9.48
2011Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$4.80