Nonprofit · EIN 45-7025342
TARA AND HARESH JOSHI CHARITABLE TRUST
Also known as HARESH T JOSHI TTEE
Tax-exempt · ALLENTOWN, PA 18104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $50,107 | $44,424 | $5,683 | $204,582 | $0 | $204,582 |
| December 31, 2023 | 990-PF | $50,000 | $10,589 | $39,411 | $199,780 | $0 | $199,780 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $50,000
- Interest
- $107
Expenses
- Grants and similar amounts paid
- $44,424
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $44,424
- Excise tax on investment income
- $1
Balance sheet and other
- Total assets, start of year
- $199,780
- Total assets, end of year
- $204,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $204,582
- Fair market value of assets
- $204,582
- Qualifying distributions
- $44,424
- Net investment income
- $107
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAREN JOSHI 4365 FARMINGTON CIRCLE, ALLENTOWN, PA 181041962 | TRUSTEE | 3 | $0 |
| VIKAS JOSHI 985 NORTH 38 ST, ALLENTOWN, PA 181041962 | TRUSTEE | 2 | $0 |
| TARA JOSHI 4365 FARMINGTON CIRCLE, ALLENTOWN, PA 181041962 | TRUSTEE | 2 | $0 |
| RUPAL SHAH 12 KESWICK CIRCLE, MONROE, PA 08831 | TRUSTEE | 2 | $0 |
| NIPUN PATEL 6659 FOREST KNOLL COURT, ALLENTOWN, PA 18106 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAREN JOSHI 4365 FARMINGTON CIRCLE, ALLENTOWN, PA 181041962 | TRUSTEE | 3 | $0 |
| VIKAS JOSHI 985 NORTH 38 ST, ALLENTOWN, PA 181041962 | TRUSTEE | 2 | $0 |
| TARA JOSHI 4365 FARMINGTON CIRCLE, ALLENTOWN, PA 181041962 | TRUSTEE | 2 | $0 |
| RUPAL SHAH 12 KESWICK CIRCLE, MONROE, PA 08831 | TRUSTEE | 2 | $0 |
| NIPUN PATEL 6659 FOREST KNOLL COURT, ALLENTOWN, PA 18106 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4365 FARMINGTON CIR, ALLENTOWN, PA 18104-1962
- In care of
- % AVERY E SMITH
- Signed the 990-PF
- HAREN JOSHI, TRUSTEE
- Phone
- (610) 360-1210
- Return prepared by
- DILIP PATEL & COMPANY 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-7025342
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $204,582
- Income (IRS master file)
- $50,107
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $50,107 | $44,424 | $204,582 | IRS |
| 990-PF | December 2023 | $50,000 | $10,589 | $199,780 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 45-7025342).
Questions about TARA AND HARESH JOSHI CHARITABLE TRUST
- What is the EIN of TARA AND HARESH JOSHI CHARITABLE TRUST?
- The employer identification number (EIN) of TARA AND HARESH JOSHI CHARITABLE TRUST is 45-7025342.
- Is TARA AND HARESH JOSHI CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to TARA AND HARESH JOSHI CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TARA AND HARESH JOSHI CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TARA AND HARESH JOSHI CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TARA AND HARESH JOSHI CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TARA AND HARESH JOSHI CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does TARA AND HARESH JOSHI CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $50,107, expenses of $44,424 and total assets of $204,582 at year end.
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