2024-11-13T10:26:09-06:00 2023-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990PF 2023-01-01 832757715 ASK KOTHARI FOUNDATION INC ASKK 2128403500 529 5TH AVENUE FL 18 NEW YORK NY 10017 ATUL KOTHARI PRESIDENT 2128403500 2024-11-12 1 0 DONOVAN TOMLINSON P01450208 2126857000 2024-11-11 2023 2024-10-15 13:58:12Z X 1747054 X 0 X 768 768 54841 54841 3101 378100 3101 58710 58710 0 0 0 347 0 0 7609 0 0 7956 0 0 145501 145501 153457 0 145501 -94747 58710 20731 20731 1713634 1597070 1726323 1713634 1617801 1747054 0 0 X 1713634 1617801 1713634 1617801 1713634 1617801 1713634 -94747 0 1618887 1086 1617801 FIDELITY 628-138433 P 2023-01-01 2023-12-31 201889 210819 -8930 -8930 FIDELITY 628-138433 P 2022-01-01 2023-12-31 175700 164180 11520 11520 CAPITAL GAINS DIVIDENDS P 511 511 511 3101 816 0 816 0 816 760 0 0 0 760 0 56 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A CO JEWELEX 2128403500 529 5TH AVENUE FL 18 NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ATUL KOTHARI 100 UN PLAZA APT 36 A/B NEW YORK NY 10017 PRESIDENT 2.00 0 0 0 PRITI KOTHARI 100 UN PLAZA APT 36 A/B NEW YORK NY 10017 SECRETARY 2.00 0 0 0 SAHIL KOTHARI 100 UN PLAZA APT 36 A/B NEW YORK NY 10017 VICE PRESIDENT 2.00 0 0 0 NANDINI DOSHI 300 EAST 56TH STREET APT 23L NEW YORK NY 10022 ASSISTANT TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1621537 113861 1726325 3461723 0 0 3461723 51926 3409797 170490 170490 816 816 169674 0 169674 0 169674 145501 0 145501 169674 0 0 209265 38083 247348 145501 0 0 0 145501 0 24173 24173 223175 0 0 0 0 0 0 0 223175 185092 38083 ATUL KOTHARI SAHIL KOTHARI X AKSHAYA PATRA USA 6800 OWENSMOUTH AVE SUITE 230 CANOGA PARK CA 91303 PC FOR GENERAL CHARITABLE PURPOSES 10000 JAIN CENTRE OF AMERICA 43-11 ITHACA STREET ELMHURST NY 11373 PC FOR GENERAL CHARITABLE PURPOSES 5000 SHARE & CARE FOUNDATION 350 WEST PASSAIC STREET ROCHELLE PARK NY 07662 PC FOR GENERAL CHARITABLE PURPOSES 4000 BAPS SWAMINARAYAN 43-38 BOWNE STREET FLUSHING NY 11355 PC FOR GENERAL CHARITABLE PURPOSES 101000 TARA SASTHAN 100FT RD OM BANNA RD UDIAPUR IN 313001 PC FOR GENERAL CHARITABLE PURPOSES 501 SADILKA FOUNDATION 4 ROCKY HOLLOW DR LARCHMONT NY 10538 PC FOR GENERAL CHARITABLE PURPOSES 25000 145501 0 14 768 14 54841 14 3101 0 58710 0 58710 0 0 0 0 0 0 0 0 0 0 FIDELITY GOVT MMK AT COST 51 51 INVESCO QQQ TR UNIT SER 1 AT COST 66363 90160 ISHARES TRUST CURRENCY HEDGED MSCI AT COST 53810 56520 SPDR S&P500 ETF TRUST TRUST UNIT AT COST 156725 203168 FIRST TRUST NASDAQ ABA AT COST 46429 47718 LEGG MASON ETF AT COST 55407 56519 HEALTCARE SELECT SECTOR SPDR AT COST 36330 35964 PROSHARES SHORT HIGH YILED AT COST 53401 49983 FIRST TR MORINGSTAR DIVID LEA SHS AT COST 91615 96157 FIRST TR EXCHANGE TRADED FD II - CONSUMER STAPLES ALPHADEX FD AT COST 36454 34741 FIRST TR EXCHANGE TRADED FD II ENERGY - ALPHADEX FD AT COST 54417 60922 FIRST TR EXCHANGE TRADED FD II - UTILS ALPHADEX ANNUAL AT COST 37294 34227 FIRST TR EXCHANGE TRADED FD - VI RISING DIVD AT COST 97573 104418 INVESCO EXCHANGE TRADED FD TR S&P500 AT COST 154953 194870 ISHARES TRUST MSCI EMG MKTS ETF USD DIS AT COST 18635 18540 SPDR SER TR S&P METALS MNG AT COST 19661 21658 FIRST TR EXCHANGE TRADED FD - IV FIRST TR TAX HIYL AT COST 72154 75755 FIRST TR EXCHANGE TRADED FD IV LIMITED AT COST 71789 72226 FIRST TR EXCH TRADED FD III INSTL PFD AT COST 76759 77531 FIRST TR EXCHANGE TRADED FD IV FIRST AT COST 94291 94578 FIRST TR EXCHANGE TRADED FD VIII TCW AT COST 70826 72125 ISHARES TR 7-10 YR TRSY BD AT COST 34955 33891 FIRST TR EXCHANGE -TRADED FD VII FIRST GLOBAL TACTICAL COMM AT COST 57685 53238 SPDR GOLD TR GOLD SHS AT COST 69441 69777 FIRST TR EXCHANGE TRADED FD IV - LOW DURATION OPP ETF AT COST 70052 71586 DECREASE IN INVESTMENTS 1086 INVESTMENT FEES 7609 0 0 FEDERAL TAX 347 0 0