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Nonprofit · EIN 20-1684464

RUPA AND BHARAT B BHATT FOUNDATION

Tax-exempt · PALM BCH GDNS, FL 33418

Financials

$2K$214K2022$172K$242K2023$61K$213K2024
Revenue Expenses · by fiscal year end
Financials of RUPA AND BHARAT B BHATT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$60,932$213,086-$152,154$3,869,643$0$3,869,643
August 31, 2024990-PF$171,740$241,536-$69,796$4,022,072$0$4,022,072
August 31, 2023990-PF$2,386$214,006-$211,620$4,091,984$0$4,091,984
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$148,953
Interest
$26,079
Net gain from sales of assets
-$114,433
Other income
$333

Expenses

Grants and similar amounts paid
$194,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$202,674
Excise tax on investment income
$2,288

Balance sheet and other

Total assets, start of year
$4,022,072
Total assets, end of year
$3,869,643
Total liabilities, end of year
$0
Net assets, end of year
$3,869,643
Fair market value of assets
$4,841,749
Qualifying distributions
$202,674
Net investment income
$175,032

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RUPA B BHATT
13160 MARSH LANDING, PALM BEACH GARDENS, FL 33418
PRESIDENT0$0
BHARAT B BHATT
13160 MARSH LANDING, PALM BEACH GARDENS, FL 33418
VICE PRESIDENT0$0
AMI B BHATT
20 JUNIPER LANE, NEWTON, MA 02459
VICE PRESIDENT0$0
SWAPNIL MANIAR
20 JUNIPER LANE, NEWTON, MA 02459
TREASURER0$0
990-PF for the year ended August 31, 2024: 4 people
NameTitleHours / weekCompensation
RUPA B BHATT
13160 MARSH LANDING, PALM BEACH GARDENS, FL 33418
PRESIDENT0$0
BHARAT B BHATT
13160 MARSH LANDING, PALM BEACH GARDENS, FL 33418
VICE PRESIDENT0$0
AMI B BHATT
20 JUNIPER LANE, NEWTON, MA 02459
VICE PRESIDENT0$0
SWAPNIL MANIAR
20 JUNIPER LANE, NEWTON, MA 02459
TREASURER0$0
990-PF for the year ended August 31, 2023: 4 people
NameTitleHours / weekCompensation
RUPA B BHATT
13160 MARSH LANDING, PALM BEACH GARDENS, FL 33418
PRESIDENT0$0
BHARAT B BHATT
13160 MARSH LANDING, PALM BEACH GARDENS, FL 33418
VICE PRESIDENT0$0
AMI B BHATT
20 JUNIPER LANE, NEWTON, MA 02459
VICE PRESIDENT0$0
SWAPNIL MANIAR
20 JUNIPER LANE, NEWTON, MA 02459
TREASURER0$0

Address and contacts

Address (IRS master file)
13160 MARSH LNDG, PALM BCH GDNS, FL 33418-7531
In care of
% BHARAT BHATT
Signed the 990-PF
BHARAT B BHATT, VICE PRESIDENT
Phone
(703) 835-5847
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
20-1684464
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$3,869,643
Income (IRS master file)
$1,741,469

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$60,932$213,086$3,869,643XML
990-PFAugust 2024$171,740$241,536$4,022,072XML
990-PFAugust 2023$2,386$214,006$4,091,984XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1684464).

Questions about RUPA AND BHARAT B BHATT FOUNDATION

What is the EIN of RUPA AND BHARAT B BHATT FOUNDATION?
The employer identification number (EIN) of RUPA AND BHARAT B BHATT FOUNDATION is 20-1684464.
Is RUPA AND BHARAT B BHATT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to RUPA AND BHARAT B BHATT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUPA AND BHARAT B BHATT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RUPA AND BHARAT B BHATT FOUNDATION due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RUPA AND BHARAT B BHATT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of RUPA AND BHARAT B BHATT FOUNDATION?
The 990-PF for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RUPA AND BHARAT B BHATT FOUNDATION have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $60,932, expenses of $213,086 and total assets of $3,869,643 at year end.

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