2025-11-06T10:22:03-08:00 2024-12-31 474258431 David A Caplan CPA PO Box 301 Lafayette Hill PA 19444 990PF 2024-01-01 266699099 Dr Kharag Singh and Bhopinder Sachdeva Charitable Foundation DRKH 5168835537 3 Hilldale Lane Port Washington NY 11050 Jang Bahadur Chadha Trustee 2025-11-06 true true David A Caplan CPA P00449328 6108345754 X 2024 2025-03-06 01:10:19Z X 429302 X X 197 197 197 11208 11208 11208 9569 138427 9569 929 20974 20974 12334 750 496 4359 5605 0 0 18500 18500 24105 0 18500 -3131 20974 12334 3497 932 932 11142 4817 4817 384758 390517 423553 399397 396266 429302 0 X 399397 396266 399397 396266 399397 396266 399397 -3131 396266 396266 1 iShares Exp Tech Software P 2024-11-08 2024-11-27 104 101 3 3 5 iShares US Broker Dealer P 2024-04-09 2024-11-27 710 575 135 135 11 iShares Treas Flt Bd P 2023-06-01 2024-02-09 556 555 1 1 18 Sel Sector Finl P 2024-02-09 2024-11-27 923 702 221 221 103 Sel Sector RE P 2024-08-08 2024-11-08 4524 4260 264 264 15 Sel Sector Utilities P 2024-02-09 2024-11-08 1188 899 289 289 12 Vanguard ST Corp P 2024-02-09 2024-11-27 942 926 16 16 22 Vanguard LT Corp P 2023-06-01 2024-02-09 1701 1701 109 iShares 20+ Treas P 2022-06-06 2024-11-27 9835 12046 -2211 -2211 133 iShares 7-10 Treas P 2023-06-01 2024-11-27 12546 12805 -259 -259 18 iShares 3-7 Yr P 2022-06-30 2024-11-27 2112 2151 -39 -39 7 iShares MSCI Europe P 2021-11-09 2024-11-27 397 419 -22 -22 336 iShares Treas Flt Bd P 2022-09-09 2024-02-09 16985 16939 46 46 119 Sel Sector HC P 2020-09-02 2024-11-27 17125 12956 4169 4169 164 Sel Sector Cons Staples P 2022-09-09 2024-11-27 12033 12120 -87 -87 8 Sel Sector Cons Disc P 2020-09-02 2024-11-27 1731 1231 500 500 30 Sel Sector Tech P 2020-09-02 2024-11-27 6217 3809 2408 2408 121 Sel Sector Comm P 2020-09-02 2024-11-27 10176 8253 1923 1923 123 Sel Sector Utilities P 2022-08-16 2024-11-08 9540 8447 1093 1093 245 Vanguard FTSE All World P 2020-09-02 2024-11-27 14706 12805 1901 1901 31 Vanguard FTSE Pacific P 2020-09-02 2024-11-27 2324 2129 195 195 136 Vanguard LT Corp P 2022-06-06 2024-02-09 10514 11223 -709 -709 19 Vanguard Inter Corp Bd P 2021-07-13 2024-11-27 1538 1806 -268 -268 9569 929 292 292 292 292 0 false false false false false false false true true NY true false false false false true N/A Jang Bahadur Chadha 5168835537 3 Hilldale Lane Port Washington NY 11050 false false false false false false false false false false false false false false false false false false false false false false Jang Bahadur Chadha 3 Hilldale Lane Sands Point NY 11050 Trustee 20.00 0 Manjeet Chadha 3 Hilldale Lane Sands Point NY 11050 Trustee 20.00 0 NONE NONE 432836 3092 0 435928 0 435928 6539 429389 21469 21469 292 292 21177 21177 21177 18500 18500 21177 114 18500 114 0 18386 2791 X Icahn School of Medicine PO Box 1049 New York NY 10029 None PC Study of Medicine 11500 Sikh Coalition 50 Broad St Ste 1537 New York NY 10004 None PC Music Therapy 4000 Community Volunteers in Medicine 300B Lawrence Dr West Chester PA 19380 None PC Medical Volunteers 3000 18500 197 11208 9569 20974 20974 false false false false false false false false false false Tax Preparation 750 0 0 0 Stock Mutual Funds AT COST 232457 273884 Bond Mutual Funds AT COST 158060 149669 Bank Charges 35 Broker fees 4324 Federal 280 Foreign Taxes 216