2025-11-14T15:15:58-06:00 2024-12-31 630813240 PEARCE BEVILL LEESBURG MOORE PC 110 OFFICE PARK DR BIRMINGHAM AL 35223 990PF 2024-01-01 464384744 UDAY & PEGGY BHATE FOUNDATION UDAY 2055917062 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 UDAY BHATE DIRECTOR 2055917062 2025-11-12 1 1 CARLOS MCDONALD P00236930 2053235440 2025-11-12 2024 2025-03-06 01:10:19Z X 2627348 X 713728 54 54 54 61020 61020 61020 299835 502623 299835 1074637 360909 61074 0 0 0 0 3500 0 0 0 2880 2880 0 0 5080 0 0 0 112 0 0 0 11572 2880 0 0 38500 38500 50072 2880 0 38500 1024565 358029 61074 169412 615077 615077 1190388 1769288 2012271 1359800 2384365 2627348 0 0 X 1359800 2384365 1359800 2384365 1359800 2384365 1359800 1024565 0 2384365 0 2384365 CHARLES SCHWAB ACCOUNT 8950-1108S P 2023-01-01 2024-12-31 502623 202788 299835 299835 299835 0 4977 0 4977 0 4977 2520 0 2495 0 5015 66 28 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A UDAY BHATE 2055917062 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UDAY BHATE 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 DIRECTOR 0.00 0 0 0 PEGGY BHATE 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 DIRECTOR 0.00 0 0 0 JAYESH BHATE 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2100604 46577 0 2147181 0 0 2147181 32208 2114973 105749 105749 4977 4977 100772 0 100772 0 100772 38500 0 38500 100772 31169 0 0 38500 31169 0 0 7331 0 0 0 0 0 0 0 0 93441 0 0 0 X BIRMINGHAM BOTANICAL GARDENS 2612 LANE PARK ROAD BIRMINGHAM AL 35223 CHARITABLE DONATION 1000 BIRMINGHAM ZOO 2630 CAHABA ROAD BIRMINGHAM AL 35223 CHARITABLE DONATION 2500 CHILDREN'S HOSPITAL OF ALABAMA FOUNDATION 1600 7TH AVE S BIRMINGHAM AL 35233 CHARITABLE DONATION 7500 COMMUNITY FOOD BANK OF ALABAMA 107 WALTER DAVIS DR BIRMINGHAM AL 35209 CHARITABLE DONATION 1000 GEORGIA TECH ALUMNI ASSOCIATION 190 NORTH AVE NW ATLANTA GA 30313 CHARITABLE DONATION 2500 JEFFERSON COUNTY EDUCATION FOUNDATION 2100 18TH ST S BIRMINGHAM AL 35209 CHARITABLE DONATION 1500 MD ANDERSON CANCER CENTER 1515 HOLCOMBE BLVD HOUSTON TX 77030 CHARITABLE DONATION 1500 O'NEAL COMPREHENSIVE CANCER CENTER AT UAB 1824 6TH AVE S BIRMINGHAM AL 35223 CHARITABLE DONATION 5000 RONALD MCDONALD HOUSE 1700 4TH AVE S BIRMINGHAM AL 35203 CHARITABLE DONATION 2500 SAMFORD UNIVERSITY 800 LAKESHORE DRIVE BIRMINGHAM AL 35209 CHARITABLE DONATION 5000 THE GREATER BIRMINGHAM HUMANE SOCIETY 300 SNOW DRIVE BIRMINGHAM AL 35209 CHARITABLE DONATION 2500 LEUKEMIA AND LYMPHOMA SOCIETY PO BOX 22324 NEW YORK NY 10087 CHARITABLE DONATION 1000 GUJARTI CULTURAL SOCIETY 2226 HIGHLAND AVENUE BIRMINGHAM AL 35205 CHARITABLE DONATION 1000 HABITAT FOR HUMANITY GREATER BIRMINGHAM 4408 LLOYD NOLAND PARKWAY FAIRFIELD AL 35064 CHARITABLE DONATION 500 BIRMINGHAM MUSEUM OF ART 2000 REVERAND ABRAHAM WOODS JR BLVD BIRMINGHAM AL 35203 CHARITABLE DONATION 2500 ST ROSE ACADEMY 1401 22ND ST S BIRMINGHAM AL 35205 CHARITABLE DONATION 1000 38500 0 54 61020 299835 0 0 360909 360909 4 THE INCOME REPORTED IS INVESTMENT INCOME AND ALLOWS THE FOUNDATION TO 4 MAKE DONATIONS TO CHARITABLE ENTITIES. 8 THE INCOME REPORTED IS INVESTMENT INCOME AND ALLOWS THE FOUNDATION TO 8 MAKE DONATIONS TO CHARITABLE ENTITIES. 0 0 0 0 0 0 0 0 0 0 X X 1 UDAY AND PEGGY BHATE 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 500000 X 2 UDAY AND PEGGY BHATE 3811 RIVER VIEW CIRCLE BIRMINGHAM AL 35243 213727 X 2 PUBLICLY TRADED STOCKS 213727 2024-12-30 ACCOUNTING 3500 0 0 0 CHARLES SCHWAB 1769288 2012271 BANK CHARGES 112 0 0 0 BROKERAGE FEES 2880 2880 0 0 FEDERAL INCOME TAX 5080 0 0 0