2025-11-14T17:21:21-06:00 2024-12-31 953679205 THE SHAPIRO GROUP CPAS 16501 VENTURA BL STE 650 ENCINO CA 91436 990PF 2024-01-01 274330920 CHAUDHARI FAMILY FOUNDATION C/O THE SHAPIRO GROUP CPAS CHAU 6275296509 16501 VENTURA BLVD 650 ENCINO CA 91436 ROMIE CHAUDHARI PRESIDENT 6275296509 2025-05-07 1 1 BRIAN G SHAPIRO CPA P00369722 8189904878 2025-11-14 2024 2025-03-06 01:10:19Z X 2061068 X 161004 45361 45361 34789 261191 34789 35539 35539 276693 115689 0 0 0 100 50 50 16394 12296 4098 11407 11407 0 668 668 0 28569 24421 4148 103700 103700 132269 24421 107848 144424 91268 115857 282589 282589 1126247 1093189 1119431 597037 607787 607787 51261 51261 51261 1890402 2034826 2061068 0 0 X 972765 972765 0 0 917637 1062061 1890402 2034826 1890402 2034826 1890402 144424 0 2034826 0 2034826 ISHARES TR JPMORGAN USD EMG-437 SHARES P 2020-12-21 2024-12-17 39749 50188 -10439 -10439 ISHARES SHORT TERM CORP BD ETF CLOSED END SBI/CBI EFT-2123 SHARES P 2020-12-21 2024-12-20 109464 116748 -7284 -7284 VANGUARD GROWTH INDEX FUND ADMIRAL SHARES-465.528 SHARES P 2023-04-24 2024-12-20 100000 59466 40534 40534 CAPITAL GAINS DIVIDENDS P 11978 11978 11978 34789 1269 0 1269 0 1269 2400 0 0 0 2400 0 1131 1131 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A JULIE SHAPIRO CPA 8189904878 16501 VENTURA BLVD STE 650 ENCINO CA 91436 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 ROMIE CHAUDHARI 8616 LA TIJERA BLVD 103 LOS ANGELES CA 90045 PRESIDENT 3.00 0 0 0 PANNA CHAUDHARI 7 PARK PASEO LAGUNA NIGUEL CA 92677 TREASURER 0.50 0 0 0 CLAUDIA VILLAR 8616 LA TIJERA BLVD 103 LOS ANGELES CA 90045 SECRETARY 0.00 0 0 0 RAMJIBHAI CHAUDHARI 7 PARK PASEO LAGUNA NIGUEL CA 92677 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 1106451 199014 0 1305465 0 0 1305465 19582 1285883 64294 64294 1269 1269 63025 0 63025 0 63025 107848 0 107848 63025 0 0 58240 55030 51058 47948 212276 107848 0 0 0 63025 44823 0 0 257099 0 0 0 0 0 0 58240 198859 55030 51058 47948 44823 PANNA CHAUDHARI RAMJIBHAI CHAUDHARI X UTAH STATE UNIVERSITY 1590 OLD MAIN HILL LOGAN UT 84322 NONE PUBLIC CHARITY 501(C SUPPORT OF CHARITABLE PURPOSES 100000 PACE EMPOWERMENT PROJECT 1408 SOMERSET DR MCKINNEY TX 75072 NONE PUBLIC CHARITY 501(C SUPPORT OF CHARITABLE PURPOSES 2500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY 501(C SUPPORT OF CHARITABLE PURPOSES 1200 103700 0 45361 35539 34789 0 0 115689 115689 4 AMOUNTS RELATE TO THE FOUNDATION'S EFFORTS TO MAXIMIZE 7 RETURNS ON INVESTED ASSETS UNTIL SUCH ASSETS ARE DISTRIBUTED 8 TO CHARITIES. 0 0 0 0 0 0 0 0 0 0 X X 1 CHAUDHARI 2010 CHARITABLE LEAD TR 8616 LA TIJERA BLVD 103 LOS ANGELES CA 90045 140472 X 2 CHAUDHARI 2010 CHARITABLE LEAD TR 8616 LA TIJERA BLVD 103 LOS ANGELES CA 90045 20532 X 1 2090.042 SHARES PARNASSUS CORE EQUITY INSTL. SHARES 140472 2024-11-25 ACCOUNTING 16394 12296 4098 STOCKS & BONDS 1093189 1119431 INVESTMENT- WATERCREDIT INVESTMENT FUND 3, LP AT COST 607787 607787 OTHER PROFESSIOINAL SERVICES 100 50 50 IRS - TAX BASIS INVESTMENT ADJUSTMENT 51261 51261 51261 WATERCREDIT INVESTMENT FUND 3-OTHER DEDUCTIONS 593 593 0 BANK CHARGES 75 75 0 ORDINARY INCOME-WATERCREDIT INVESTMENT FUND 3, LP (47-5166202) 35539 35539 35539 CHAUDHARI 2010 CHARITABLE LEAD TRUST 8616 LA TIJERA BLVD 103 LOS ANGELES CA 90045 FOREIGN TAXES-BROKERAGE ACCOUNT 1820 1820 0 FOREIGN TAXES- INVESTMENT- WATERCREDIT INVESTMENT FUND 3, LP 7739 7739 0 FEDERAL TAX 1848 1848 0