2024-11-11T12:45:11-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 421747195 The Asha and Sajjan Agarwal Foundation ASHA 9198612919 PO Box 33787 Raleigh NC 27636 Linwood A Jackson Sec/Treas/Dir 9198612919 2024-11-11 1 0 Kurt Coburn P01638285 7134395739 2024-11-11 2023 2024-10-15 13:58:12Z X 86550901 X 13174300 7066 7066 1166092 1166092 860625 17405425 842295 -60820 7848 15147263 2023301 0 0 0 76544 0 76544 8152 0 8152 12290 5145 6145 5472 4754 718 42834 17834 0 707528 656995 10690 852820 684728 102249 3364000 3364000 4216820 684728 3466249 10930443 1338573 25365 2672 2672 8420280 12022728 12022728 31001939 37438186 37438186 0 43680 43680 30553263 37043635 37043635 70000847 86550901 86550901 2296 2296 2296 2296 X 0 0 0 0 69998551 86548605 69998551 86548605 70000847 86550901 69998551 10930443 5619611 86548605 0 86548605 Publicly traded securities 17405425 17404955 470 470 Capital gain distributions P 212647 212647 Passthrough K-1 capital gain P 629178 629178 842295 18606 0 18606 0 18606 85000 0 0 0 85000 0 66394 30000 36394 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 1 1 N/A Linwood A Jackson 9198612919 PO Box 33787 Raleigh NC 27636 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 Asha Rani Agarwal PO Box 33787 Raleigh NC 27636 President/Director 3.00 0 0 0 Ankit Agarwal PO Box 33787 Raleigh NC 27636 VP/Director 0.50 0 0 0 Rohit Agarwal PO Box 33787 Raleigh NC 27636 VP/Director 0.50 0 0 0 Richa Deedwania PO Box 33787 Raleigh NC 27636 VP/Director 0.50 0 0 0 Linwood A Jackson PO Box 33787 Raleigh NC 27636 Secretary/Treasurer/Director 1.00 0 0 0 Delon Fletcher PO Box 33787 Raleigh NC 27636 Scholars Program Adm 40.00 76544 2296 0 0 NONE 0 During 2021, the Foundation started a new Direct Charitable Activity referred to as the Agarwal Scholars Program (the "Program"). The Program provides support to "At Risk Students" (grades 6-12), to ensure all students are provided the opportunity to a quality education, preparing them for post-secondary education and careers. For each student in the Program, an Educational Professional will assess the student's needs, direct resources, and become the advocate of the student with recurring interaction, support and mentoring throughout the entire grant period. The Foundation hired an Educational Professional with specific expertise in serving the target group, developed a student care model, established monitoring controls, developed an independent selection process, and obtained preapproval from the IRS. During 2023, the Foundation served 28 students. 96104 0 45543445 137374 35781635 81462454 0 0 81462454 1221937 80240517 4012026 4012026 18606 18606 3993420 0 3993420 0 3993420 3466249 0 3466249 3993420 3271578 0 0 3466249 3271578 0 0 194671 0 0 0 0 0 0 0 0 3798749 0 0 0 Asha Rani Agarwal X Art of Living Foundation PO Box 2010 Cupertino CA 95015 N/A PC Educational, charitable and humanitarian projects 50000 Duke University Health System Inc 300 W Morgan St Ste 1100 Durham NC 27701 N/A PC Patient care, education, and research 14000 Global Hindu Federation 20-22 Wenlock Road London UK N1 7GU N/A NC Project to research anti-Indic sentiment 125000 Global Network Foundation 715 Peachtree Street NE Suite 200 Atlanta GA 30308 N/A PC Education SEALA Scholarship Fund 25000 Hindu American Foundation 910 17th Street NW Suite 316A Washington DC 20006 N/A PC General support 100000 Hindu Society of NC 309 Aviation Parkway Morrisville NC 27560 N/A PC Meet religious, cultural, linguistic and spiritual needs, promote India's rich heritage 100000 HinduAction 6070 Eaglet Dr West Chester OH 45069 N/A PC Education, Advocacy and Leadership 50000 Raleigh Rescue Mission PO Box 58634 Raleigh NC 27658 N/A PC Serving the homeless in the Raleigh community 100000 Rishihood Foundation D-11 Second Floor Prashant Vihar Rohini Delhi North West IN 110085 N/A NC Development & up-fitting of a Student Resident Facility supporting Rishihood University 625000 Schwab Charitable Fund 211 Main St San Francisco CA 94105 N/A PC General support 2000000 UNC Gillings School of Global Public Health 135 Dauer Dr Chapel Hill NC 27599 N/A PC General support 25000 Vaishnbav Samaj of RTP Inc 1155 Kildaire Farm Rd Suite 206 Cary NC 27511 N/A PC Support religious and humantarian activities 50000 YMCA of the Triangle 801 Corporate Center Dr Ste 200 Raleigh NC 27607 N/A PC To supplement learning for students who struggle to reach school-system benchmarks 100000 3364000 0 14 7066 14 1166092 525990 18330 18 842295 Passthrough K-1 income 525990 -68668 14 7848 -50338 2023301 0 1972963 0 0 0 0 0 0 0 0 0 0 X X 1 Agarwal Family Holdings LLC 1330 Sunday Drive Suite 105 Raleigh NC 27607 10000000 X 2 Sajjan & Asha Agarwal 2516 Chelmsford Court Cary NC 27518 2000000 X 3 Agarwal Charitable Lead Annuity Trust 1330 Sunday Drive Suite 105 Raleigh NC 27607 1174300 X Accounting and tax compliance 12290 5145 6145 Global Hindu Federation 20-22 Wenlock Road London England UK N1 7GU 2023-03-31 125000 To provide a non-profit organization resources to perform research for the advancement of Hindu Culture, education and religious spiritual knowledge and to inform, highlight and educate the public about anti-Hindu discrimination. 125000 No 6/17/24 The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification was made. Rishihood Foundation D-11 Second Floor Prashant Vihar Rohini Rohini Delhi North West Delhi IN 110085 2023-08-31 625000 To provide support for the development, construction and up-fitting of a student housing facility at a non-profit university located near New Delhi, India. This facility will exclusively house approximately 782 students. 625000 No 6/4/24 The Foundation has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification was made. Passthrough ST capital gain UBI OrbiMed Royalty & Credit Opp III LP Purchased Cost 0 122 Passthrough LT capital gain UBI OrbiMed Royalty & Credit Opp III LP Purchased Cost 0 1659 Passthrough ST capital loss UBI Harbourvest Partners Co-Invest Purchased Cost 0 -71 Passthrough LT capital gain UBI Harbourvest Partners Co-Invest Purchased Cost 0 16620 Briq Tech - Ser B Jr Loan 13336 13336 Cogito Ser C Bridge Loan 30344 30344 11,100 shs Alibaba Group 860361 860361 321 shs Albany Intl Co 31529 31529 751 shs API Group Corp 25985 25985 0.54 shs Apollo Coml Real Est 6 6 129 shs Applied Indl Tech 22277 22277 0.10 shs Aptargroup Inc 13 13 754 shs Azek Co Inc 28841 28841 0.11 shs Bank of Hawaii Corp 8 8 5,400 shs Berkshire Hathaway 1925964 1925964 307 shs Bill Holdings Inc 25048 25048 18,498 shs BNY Mellon Global Emer Mkts 370883 370883 206 shs Bright Horizon Fam 19413 19413 54 shs CACI Inc 17488 17488 500 shs Camden Property Trust 49645 49645 46,108 shs Carlyle Secd Lending 689781 689781 424 shs Casella Waste Systems 36235 36235 66 shs Caseys Gen Stores 18133 18133 1,288 shs CCC Intelligent Solution 14670 14670 165 shs Chart Industries Inc 22494 22494 502 shs Ciena Corp 22595 22595 1,041 shs Clearwater Analytics Hld 20851 20851 19,778 shs Conestoga Small Cap Institutional 1443024 1443024 784 shs Confluent Inc 18346 18346 715 shs Core & Main Inc 28893 28893 235 shs Crocs Ing 21951 21951 47,079 shs Delaware Emerging Mkts 917107 917107 5,049 shs Dodge & Cox Intl Stock Fund 248220 248220 3,141 shs Energy Select Sector 263360 263360 0.97 shs Evercore Inc 167 167 398 shs First Amer Finl 25647 25647 380 shs Freshpet Inc 32969 32969 570 shs GE Healthcare Technologies 44048 44048 153 shs Generac Holdings Inc 19774 19774 1,713 shs General Electric Co 218585 218585 0.44 shs Gentex Corp 14 14 19,933 shs Global X MSCI China 350819 350819 341 shs Globus Medical Inc 18172 18172 34,888 shs Goldman Sachs Emer Mkts Eq 747651 747651 405 shs GXO Logistics 24770 24770 682 shs Halozyme Therapeutic 25207 25207 27,145 shs Harding Loevner Intl Eq 704422 704422 15,618 shs Harding Loevner Intl Small Coms 282367 282367 629 shs Helmerich & Payne 22776 22776 0.57 shs Herc Holdings Inc 84 84 0.11 shs Hexcel Corp 8 8 235 shs Houlihan Lokey Inc 28179 28179 0.66 shs Idacorp Inc 65 65 1,537 shs Integral Ad Science Hold 22117 22117 7,976 shs Intel Corp 400819 400819 160 shs Inter Parfums Inc 23042 23042 10,418 shs Invesco Developing Mkts R6 401824 401824 4,743 shs Invsc QQQ Trust SRS 1 1942452 1942452 475 shs Ionis Pharmaceuticals 24030 24030 4,205 shs iShares Core S&P 500 2008259 2008259 4,449 shs iShares Core S&P Mid-Cap 1233046 1233046 8,791 shs iShares MSCI Emer Mkts 353499 353499 7,079 shs iShares Russell 1000 2146135 2146135 8,923 shs iShares S&P 500 Value 1551550 1551550 20,040 shs Johcm International Select Inst 464538 464538 41,091 shs JHancock Disciplined Value Mid-Cap 1124673 1124673 11,174 shs Kraneshares CSI China 301692 301692 0.24 shs Lennox Interntnl 105 105 0.95 shs Littelfuse Inc 253 253 0.18 shs Louisiana Pac Corp 13 13 1,716 shs LYFT Inc 25723 25723 0.14 shs Marriot Vacations 12 12 20,899 shs MFS Value I 994815 994815 279 shs MKS Instruments Inc 28701 28701 123 shs MYR Group Inc 17789 17789 444 shs Natera Inc 27812 27812 1,331 shs Neogen Corp 26766 26766 16,271 shs New Germany CF 142209 142209 643 shs New York Times 31482 31482 524 shs Noble Corp PLC 25236 25236 44,146 shs Nuance Mid Cap Value Institutional 555357 555357 4,712 shs Oakmark Intl Inst 126145 126145 1,120 shs Paycor HCM Inc 24181 24181 43,939 shs Pear Tree Polaris FGN VAL Small Cap 688957 688957 334 shs Planet Fitness Inc 24382 24382 0.90 shs Primerica Inc 186 186 471 shs Procore Technologies Inc 32603 32603 129 shs Repligen Corp 23194 23194 53 shs Saia Inc 23226 23226 1,049 shs Seacoast BK Corp Fla 29855 29855 8,477 shs Select Sector Health 1156084 1156084 65 shs Shockwave Medical Inc 12386 12386 197 shs Siteone Landscape Supply Inc 32013 32013 1,641 shs Sportradar Group AG 18133 18133 252 shs SPX Technologies Inc 25455 25455 0.45 shs Stepan Co 42 42 6,350 shs T Rowe Price Blue Chip Growth Fund 953387 953387 10,901 shs T Rowe Price Intl Discovery Fund 688492 688492 5,316 shs T Rowe Price Mid Cap Growth Fund 532953 532953 6,305 shs T Rowe Price Small-Cap Value I 327034 327034 50,756 shs T Rowe Price Value Fund 2128695 2128695 294 shs Timken Co 23589 23589 370 shs Tootsie Roll Inds 12299 12299 90,124 shs Touchstone Sands Capital Select Growth 1300492 1300492 0.39 shs TTEC Holdings Inc 8 8 44,126 shs Tweedy Browne Intl Value Fund II 750576 750576 207 shs UFP Inds Inc 25989 25989 0.07 shs Unifirst Corp 13 13 75 shs United Therapeutics 16492 16492 28,869 shs Vaneck Morningstar Wide 2450073 2450073 5,144 shs Vanguard Financials ETF 474623 474623 168 shs Visteon Corp 20983 20983 372 shs Wayfair Inc 22952 22952 9,479 shs Wells Fargo & Co 466568 466568 AvantStay, Inc. 749998 749998 Briq Technologies Inc-Series B 213334 213334 DailyPay, Inc. 500000 500000 Harbourvest Ptrs Co-Inv FD IV LP FMV 761521 761521 Harbourvest Ptrs Co-Inv FD IV AIV LP FMV 1 1 Harbourvest Access Co-Inv VI LLC FMV 1084755 1084755 Orbimed Royalty & Credit Opp III LP FMV 236861 236861 Strategic Ptnrs Offshore VIII LP FMV 339514 339514 West Street Capital Partners VII LP FMV 472307 472307 PE Co-Investment Ptnrs II FMV 847616 847616 New Mountain Ptnrs VI FMV 423995 423995 Vintage VII Offshore FMV 333457 333457 PE Managers (2017) Offshore FMV 977186 977186 Afore Capital II, LP FMV 613493 613493 Afore Capital III, LP FMV 467299 467299 Ares Energy Infrastructure Fund V FMV 290293 290293 Argosy Credit Partners, L.P. FMV 79722 79722 Argosy Real Estate Part III, LLC FMV 2381359 2381359 Avatar Growth Capital Fund I Ltd FMV 2779022 2779022 Banneker Partners Fund II, LP FMV 1400979 1400979 Base10 Wonolo Coinvest I, LLC FMV 500000 500000 BREP Asia II FMV 436518 436518 DX Jun 2023, a Series of CGF2021 LLC FMV 637500 637500 Edison Partners IX, LP FMV 1716831 1716831 Eniac Special Kappa LLC (XWing) FMV 250923 250923 Eniac Ventures V, L.P. FMV 356333 356333 Kinderhook Capital Fund VII FMV 1686452 1686452 New 2nd Capital, LLC FMV 1113671 1113671 OpenGate Capital Partners III, LP FMV 419233 419233 OrbiMed Asia Partners III FMV 1051209 1051209 Percheron Capital Fund I-A LP FMV 2243462 2243462 Rel Space -Series D (Tribe IV, Series 6) FMV 1488038 1488038 REMUS Cap Ser Co-Inv LP (Cogito) FMV 106000 106000 Rescale - Republic Master Fund FMV 1500000 1500000 Saturn Aggregator Holdings LLC (ScioTeq) FMV 1527823 1527823 SKCP Catalyst Fund II-B, LP FMV 365833 365833 SM Fund I,ser Eq Ven (SmartHop) FMV 500000 500000 ST Fund I (Strata), a Ser of Abbasi Vent FMV 500000 500000 Team8 Capital I, LP FMV 1442546 1442546 Team 8 Capital II, LP FMV 514071 514071 TH Fund I (ThreeFlow), Equal Ventures FMV 750000 750000 Tribe Capital Fund II, LP FMV 1201990 1201990 Veritas Capital Fund VIII, LP FMV 2649349 2649349 Work-Bench Ventures Select Fund, LP FMV 596473 596473 Passthrough K-1 expenses 695456 655613 0 Program expenses 9851 0 9851 Bank fees 1382 1382 0 Telephone expenses 439 0 439 Computer expenses 400 0 400 Passthrough K-1 income -60820 7848 -60820 Unrealized appreciation in value of investments 5619611 Investment management fees 4754 4754 0 Payroll processing fees 718 0 718 Foreign taxes 17834 17834 0 Federal excise tax 25000 0 0