2025-07-02T09:11:16-05:00 2024-12-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990PF 2024-01-01 611652581 THE PATNI FAMILY FOUNDATION INC PATN 6179148224 1100 N MARKET STREET WILMINGTON DE 19890 ANIRUDH PATNI OFFICER 6179148224 2025-06-26 1 0 RYAN J MCDONELL CPA P02112974 6176968900 2025-06-26 2024 2025-03-06 01:10:19Z X 3903577 X X 8643 8643 63766 63766 123321 731913 123321 2475 2475 198205 198205 0 0 0 4950 0 4950 40234 0 40234 45184 0 45184 78503 78503 123687 0 123687 74518 198205 14127 3000 3000 2457445 2540637 3900577 2471572 2543637 3903577 0 0 X 0 0 0 0 2471572 2543637 2471572 2543637 2471572 2543637 2471572 74518 0 2546090 2453 2543637 AS REPORTED BY BANK OF AMERICA (DETAILS AVAILABLE UPON REQUEST) 2024-01-01 2024-12-31 129443 139615 -10172 -10172 AS REPORTED BY BANK OF AMERICA (DETAILS AVAILABLE UPON REQUEST) 2023-01-01 2024-12-31 602166 468977 133189 133189 CAPITAL GAINS DIVIDENDS P 304 304 304 123321 2755 0 2755 0 2755 1908 0 4000 0 5908 X 0 3153 3153 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A CHARLES R KENNEDY CPA 6176968900 C/O G T REILLY CO 424 ADAMS STREET MILTON MA 02186 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANIRUDH PATNI C/O GT REILLY 424 ADAMS ST MILTON MA 02186 DIRECTOR TREASURER 0.00 0 0 0 POONAM PATNI C/O GT REILLY 424 ADAMS ST MILTON MA 02186 DIRECTOR 0.00 0 0 0 AMBIKA PATNI C/O GT REILLY 424 ADAMS ST MILTON MA 02186 DIRECTOR 0.00 0 0 0 KENNETH L GRINNELL ONE INTERNATIONAL PLACE BOSTON MA 02110 ASSISTANT SECRETARY 0.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS TO OTHER TAX-EXEMPT NOT FOR PROFIT ORGANIZATIONS 123687 0 3755285 8468 0 3763753 0 0 3763753 56456 3707297 185365 185365 2755 2755 182610 0 182610 0 182610 123687 0 123687 182610 78528 0 0 123687 78528 0 0 45159 0 0 0 0 0 0 0 0 137451 0 0 0 POONAM PATNI X ANIRUDH PATNI C/O WILMINGTON TR 1100 N MARKET ST WILMINGTON DE 19890 6176968900 NONE LETTER FORMAT - NO SPECIFIC APPLICATION FORM NONE THE FOUNDATION WILL MAKE GRANTS TO CHARITABLE ORGANIZATIONS WITHIN THE MEANING OF IRC SECTION 501(C)(3) SELECTED BY THE DIRECTORS WITH THOSE GRANTS TO BE USED SOLELY FOR THE CHARITABLE PURPOSE OF THE RECIPIENT ORGANIZATION. INTERNATIONAL MAHAVIRA JAIN MISSION 65 MUD POND ROAD BLAIRSTOWN NJ 07825 NONE EXEMPT ORG UNDER 501 GENERAL PURPOSE CONTRIBUTION 14503 WOMEN'S LUNCH PLACE 67 NEWBURY STREET BOSTON MA 02116 NONE EXEMPT ORG UNDER 501 GENERAL PURPOSE CONTRIBUTION 2000 EVERSIGHT 77 BRANT AVE STE 100 CLARK NJ 07066 NONE EXEMPT ORG UNDER 501 GENERAL PURPOSE GRANT 12000 STUDENTS 2 SCIENCE 66 DEFOREST AVE EAST HANOVER NJ 07936 NONE EXEMPT ORG UNDER 501 GENERAL PURPOSE CONTRIBUTION 50000 78503 0 14 8643 14 63766 14 2475 18 123321 0 198205 0 198205 0 0 0 0 0 0 0 0 0 0 INVESTMENT ACCT BOA (U.S. TRUST) #2006 275221 479281 INVESTMENT ACCT BOA (U.S. TRUST) #8937 562367 924604 INVESTMENT ACCT BOA (U.S. TRUST) #4687 424317 714013 INVESTMENT ACCT BOA (U.S. TRUST) #4794 221803 300118 INVESTMENT ACCT BOA (U.S. TRUST) #4810 303937 255326 INVESTMENT ACCT BOA (U.S. TRUST) #4828 307106 442895 INVESTMENT ACCT BOA (U.S. TRUST) #7818 445886 784340 INVESTMENTS AT FMV 2453 INVESTMENT FEES 37094 0 37094 ADDITIONAL ADVISORY FEES RELATING TO INCOME 3140 0 3140 WASH SALE & MISC INCOME 2475 2475 2475 PROFESSIONAL FEES 4950 0 4950