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Nonprofit · EIN 73-1411518

BHATIA FOUNDATION

Tax-exempt · HOUSTON, TX 77024

Financials

$613K$454K2023$550K$581K2024
Revenue Expenses · by fiscal year end
Financials of BHATIA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$550,315$580,805-$30,490$10,309,340$0$10,309,340
July 31, 2024990-PF$613,078$453,969$159,109$10,346,469$0$10,346,469
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$213,945
Interest
$361,656
Net gain from sales of assets
-$25,286

Expenses

Grants and similar amounts paid
$577,625
Disbursements for charitable purposes
$577,625
Excise tax on investment income
$7,957

Balance sheet and other

Total assets, start of year
$10,346,469
Total assets, end of year
$10,309,340
Total liabilities, end of year
$0
Net assets, end of year
$10,309,340
Fair market value of assets
$10,030,565
Qualifying distributions
$577,625
Net investment income
$575,601

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
VINEET BHATIA
11315 HOLIDAN WAY, HOUSTON, TX 77024
Trustee0$0
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
VINEET BHATIA
11315 HOLIDAN WAY, HOUSTON, TX 77024
Trustee0$0

Address and contacts

Address (IRS master file)
11315 HOLIDAN WAY, HOUSTON, TX 77024-5306
In care of
% SURINDAR K BHATIA
Signed the 990-PF
VINEET BHATIA, Trustee
Phone
(713) 653-7855
Return prepared by
Olson Neaves & Company PC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
73-1411518
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
1992
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$10,309,340
Income (IRS master file)
$5,678,178

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$550,315$580,805$10,309,340XML
990-PFJuly 2024$613,078$453,969$10,346,469XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––IRS
990-PFJuly 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 73-1411518).

Questions about BHATIA FOUNDATION

What is the EIN of BHATIA FOUNDATION?
The employer identification number (EIN) of BHATIA FOUNDATION is 73-1411518.
Is BHATIA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to BHATIA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BHATIA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BHATIA FOUNDATION due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BHATIA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of BHATIA FOUNDATION?
The 990-PF for the year ended July 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does BHATIA FOUNDATION have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $550,315, expenses of $580,805 and total assets of $10,309,340 at year end.

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