Civic Intelligence

Dr Kalpesh and Dipti Patel Foundation

EIN 85-6690075 • Lutz, FL

17922 Howsmoor PlLutz, FL 33559
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

95%

Higher net margin than 97% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

41%

Faster revenue growth than 81% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $494,245 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $494,245 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$56,303

Up $16,462 (+41%) from 2023

Expenses

Down

$2,750

Down $39,750 (-94%) from 2023

Net Income

Up

$53,553

Up $56,212 (+2114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $100,000Liabilities 2020: $0Net Assets 2020: $100,0002020Assets 2021: $275,176Liabilities 2021: $0Net Assets 2021: $275,1762021Assets 2022: $496,904Liabilities 2022: $0Net Assets 2022: $496,9042022Assets 2023: $494,245Liabilities 2023: $0Net Assets 2023: $494,2452023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $100,000Expenses 2020: $0Net Income 2020: $100,0002020Revenue 2021: $207,886Expenses 2021: $32,710Net Income 2021: $175,1762021Revenue 2022: $249,311Expenses 2022: $22,850Net Income 2022: $226,4612022Revenue 2023: $39,841Expenses 2023: $42,500Net Income 2023: -$2,6592023Revenue 2024: $56,303Expenses 2024: $2,750Net Income 2024: $53,5532024

Highlighted filing

2024

Revenue$56,303
Expenses$2,750
Net Income$53,553
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$56,303
Expenses
$2,750
Net income
$53,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.56$0.03$0.54
2023Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.40$0.43$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.97$0.00$4.97$2.49$0.23$2.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$2.08$0.33$1.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$1.00$0.00$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 27, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR KALPESH PATELTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLEUKEMIA & LYMPHOMA SOCIETYGIFTPUBLIC CHARITYPORT CHESTER, NY, US$2,750
Filing and Contact Details

Filer

Filer Name
Dr Kalpesh and Dipti Patel Foundation
EIN
85-6690075
Phone
9177713441
Address
17922 HOWSMOOR PL, LUTZ, FL 33559

Signing Officer

Name
Dr Kalpesh Patel
Title
Trustee
Phone
9177713441
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
GARCIA & ORTIZ PA CPA'S
Address
888 EXECUTIVE CENTER DRIVE WEST 101, ST PETERSBURG, FL 33702
Preparer
Marianne Touger CPA
Phone
7275761245
Raw XML Appendix248 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
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0KDA PATEL FAMILY TRUST
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0312190
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt157908
DissolutionStmt/DissolutionInformationGrp/PersonNm0KALPESH PATEL
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CASH IN THE AMOUNT OF $312,190 WAS DISTRIBUTED TO THE TRUSTEE, KALPESH PATEL, ON MARCH 5, 2025. THIS AMOUNT CONSTITUTES THE FAIR MARKET VALUE REMAINING IN THE FOUNDATION'S BANK ACCOUNT ON THAT DATE. PLEASE NOTE THE TRUSTEE PAID THE TERMINATION TAX OF $177,700 ON DECEMBER 27,2024. THE INTENTION WAS TO HAVE THE 2024 FOUNDATION RETURN BE MARKED AS A FINAL RETURN. THE TAX SOFTWARE WILL NOT PERMIT AN E-FILED "FINAL" RETURN WITH A BALANCE IN THE BANK ACCOUNT, AND ALL PRIVATE FOUNDATION RETURNS ARE REQUIRED TO BE E-FILED. THEREFORE, THE RETURN REFLECTS THAT THE REMAINING ASSETS WERE DISTRIBUTED OUT, BUT WE ARE MAKING IT CLEAR IN THIS STATEMENT THAT THE FINAL DISTRIBUTION OF ASSETS OCCURRED IN 2025 ON THE DATES STATED HEREIN.
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1CASH IN THE AMOUNT OF $57,908 WAS DISTRIBUTED TO THE KDA PATEL FAMILY TRUST ON MARCH 5, 2025. THIS AMOUNT CONSTITUTES THE FAIR MARKET VALUE REMAINING IN THE FOUNDATION'S BANK ACCOUNT ON THAT DATE. PLEASE NOTE THE TRUSTEE PAID THE TERMINATION TAX OF $177,700 ON DECEMBER 27,2024. THE INTENTION WAS TO HAVE THE 2024 FOUNDATION RETURN BE MARKED AS A FINAL RETURN. THE TAX SOFTWARE WILL NOT PERMIT AN E-FILED "FINAL" RETURN WITH A BALANCE IN THE BANK ACCOUNT, AND ALL PRIVATE FOUNDATION RETURNS ARE REQUIRED TO BE E-FILED. THEREFORE, THE RETURN REFLECTS THAT THE REMAINING ASSETS WERE DISTRIBUTED OUT, BUT WE ARE MAKING IT CLEAR IN THIS STATEMENT THAT THE FINAL DISTRIBUTION OF ASSETS OCCURRED IN 2025 ON THE DATES STATED HEREIN.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt017922 HOWSMOOR PL
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt117922 HOWSMOOR PL
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0LUTZ
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm1LUTZ
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd0FL
DissolutionStmt/DissolutionInformationGrp/USAddress/StateAbbreviationCd1FL
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd033559
DissolutionStmt/DissolutionInformationGrp/USAddress/ZIPCd133559
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt056303
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt056303
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056303
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt053553
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt056303
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt056303
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056303
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt056303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt053553
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0547798
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0547798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0494245
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025326
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025326
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025326
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026109
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0783
IRS990PF/DistributableAmountGrp/TotalTaxAmt0783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt029
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0783
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0812
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt059245
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0435000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0494245
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0494245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0494245
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0494245
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0535987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027445
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08040
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0508542
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026109
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0527947
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0535987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR KALPESH PATEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017922 HOWSMOOR PL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LUTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02750
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02750
IRS990PF/PFStatusTermSect507b1AInd0X
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KALPESH PATEL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017922 HOWSMOOR PL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LUTZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033559
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09177713441
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR KALPESH PATEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03 INTERNATIONAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORT CHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010573
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02750
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025326
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020465
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020465
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02111
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED IN CONNECTION WITH THE FINAL FORM 990-PF FOR DR. KALPESH AND DIPTI PATEL FOUNDATION, EIN 85-6690075, FOR THE TAX YEAR ENDING 12/27/24. BACKGROUND AND REASON FOR TERMINATION: THE TRUSTEES OF DR. KALPESH AND DIPTI PATEL FOUNDATION HAVE DETERMINED TO DISSOLVE THE FOUNDATION AND TERMINATE ITS PRIVATE FOUNDATION STATUS. THIS DECISION WAS MADE IN ACCORDANCE WITH THE FOUNDATION'S GOVERNING DOCUMENTS AND APPLICABLE STATE LAW. THE FOUNDATION HAS NO OUTSTANDING LIABILITIES AND HAS COMPLETED ALL REQUIRED FILINGS AND NOTIFICATIONS. ON DECEMBER 27, 2024, THE FOUNDATION PROVIDED NOTICE TO THE DISTRICT DIRECTOR THAT THE FOUNDATION IS TERMINATING UNDER SECTION 507(A) AND TREAS. REG. SECTION 1.507-1 IN A TAXABLE TERMINATION BY PAYING THE TERMINATION TAX. ALONG WITH THIS NOTIFICATION, THE FOUNDATION PROVIDED A COMPUTATION OF THE TERMINATION TAX AND A CHECK IN FULL PAYMENT OF THE TERMINATION TAX. PLEASE SEE ATTACHED DECEMBER 2024 LETTER NOTIFYING THE IRS OF THE TAXABLE TERMINATION. IN CONNECTION WITH THE TAXABLE TERMINATION, THE FOUNDATION PREPARED A RESOLUTION AND CONSENT FOR TAXABLE TERMINATION, AND AN AMENDMENT TO THE FOUNDATION'S TRUST AGREEMENT. CERTIFIED COPIES OF THESE DOCUMENTS ARE ATTACHED. IN CONNECTION WITH THE TERMINATION AND WINDING UP OF ITS ACTIVITIES, THE FOUNDATION AGREED TO NOTIFY THE SERVICE AND PAY THE TERMINATION TAX, DISTRIBUTE ITS REMAINING ASSETS BACK TO ITS DONORS, AND TO FILE A FINAL RETURN WITH THE SERVICE. THE RECIPIENTS OF THE FOUNDATION'S ASSETS ARE 1) KDP PATEL FAMILY TRUST (EIN 85-6684823), 17922 HOWSMOOR PLACE, LUTZ, FL 33559. AND 2) DR. KALPESH PATEL, 17922 HOWSMOOR PLACE, LUTZ, FL 33559. THE KDP PATEL FAMILY TRUST IS A GRANTOR TRUST, AND DR. PATEL IS BOTH THE GRANTOR AND TRUSTEE OF THE TRUST. THE TRUST AND DR. PATEL WERE THE DONORS OF MONEY PREVIOUSLY RECEIVED BY THE FOUNDATION. THE LAST TRUSTEES OF THE FOUNDATION ARE KALPESH AND DIPTIBEN PATEL, AND THEY CAN BE REACHED THROUGH THEIR REPRESENTATIVE, BRIAN R. HARRIS, ESQ. WHO PREVIOUSLY SUBMITTED A FORM 2848, AT 813-682-1720. THE NATURE AND FAIR MARKET VALUE OF THE ASSETS DISTRIBUTED IS DESCRIBED BELOW. THE ASSETS ARE GENERALLY CASH. BECAUSE THE FOUNDATION ONLY NOTIFIED THE SERVICE OF THE TERMINATION ON DECEMBER 27, 2024, A FINAL DISTRIBUTION OF THE ASSETS WAS NOT MADE IN 2024 BUT WOULD BE MADE OR HAS ALREADY BEEN MADE IN 2025. PLAN OF LIQUIDATION AND DISTRIBUTION: PURSUANT TO A PLAN OF LIQUIDATION ADOPTED ON DECEMBER 23, 2024, THE FOUNDATION HAS DISTRIBUTED ALL OF ITS NET ASSETS AS FOLLOWS: 1.RETURN OF ORIGINAL CONTRIBUTIONS: IN ACCORDANCE WITH THE FOUNDATION'S GOVERNING INSTRUMENT AND APPLICABLE STATE LAW, AND AFTER SATISFACTION OF ALL CHARITABLE DISTRIBUTION REQUIREMENTS, THE ORIGINAL CONTRIBUTIONS MADE BY THE FOUNDATION'S OWNER, KALPESH PATEL, AND HIS TRUST WHICH IS NAMED THE KDA PATEL FAMILY TRUST WERE RETURNED IN THE AMOUNT OF $370,098. THIS RETURN WAS MADE ONLY TO THE EXTENT THAT SUCH AMOUNTS DID NOT CONSTITUTE INCOME OR APPRECIATION AND REPRESENTED THE ORIGINAL PRINCIPAL CONTRIBUTED BY THE OWNER. THE RETURN OF CONTRIBUTIONS WAS MADE IN COMPLIANCE WITH ALL APPLICABLE FEDERAL AND STATE LAWS AND AFTER ALL CHARITABLE OBLIGATIONS WERE SATISFIED.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0177700
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1370098
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TERMINATION TAX
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TRANSFERS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR KALPESH PATEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09177713441
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DR KALPESH AND DIPTI PATEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRKA
ReturnHeader/Filer/EIN0856690075
ReturnHeader/Filer/PhoneNum09177713441
ReturnHeader/Filer/USAddress/AddressLine1Txt017922 HOWSMOOR PL
ReturnHeader/Filer/USAddress/CityNm0LUTZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033559
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593410694
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARCIA & ORTIZ PA CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 EXECUTIVE CENTER DRIVE WEST 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033702
ReturnHeader/PreparerPersonGrp/PhoneNum07275761245
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARIANNE TOUGER CPA
ReturnHeader/ReturnTs02025-11-17T15:09:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-27
ReturnHeader/TaxYr02024

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