2026-09-04T15:36:02-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 8270 GREENSBORO DRIVE SUITE 400 MCLEAN VA 22102 990PF 2025-01-01 261463904 THE KATHERINE & KAMAL AGARWAL FAMILY FOUNDATION KATH 7039094232 11800 SUNSET HILLS ROAD 417 RESTON VA 20190 MARGARET JONES DIRECTOR 7039094232 2026-09-04 1 KAITLIN BOVEAR P01540657 7039238300 2026-09-04 2025 X 20836278 X 30000 120841 120841 432887 432887 1825913 22371488 1825913 40207 40207 2449848 2419848 126500 63250 63250 500 250 250 30360 15180 15180 31971 14014 0 282795 276497 6298 472126 369191 84978 4900000 4900000 5372126 369191 4984978 -2922278 2050657 466182 825334 825334 717120 628090 634059 12467875 10223511 16268429 1435331 1340558 1368108 2688262 1834999 1740348 17774770 14852492 20836278 0 0 X 0 0 0 0 17774770 14852492 17774770 14852492 17774770 14852492 17774770 -2922278 0 14852492 0 14852492 CAPITAL GAIN DISTRIBUTIONS P 1105 1105 1105 PUBLICLY TRADED SECURITIES P 22370383 20545481 1824902 1824902 MPLX LP P 94 -94 -94 1825913 28504 0 28504 0 28504 10110 0 25000 0 35110 X 149 6457 6457 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A MARGARET JONES 7039094232 11800 SUNSET HILLS ROAD UNIT 417 RESTON VA 201904780 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET JONES 11800 SUNSET HILLS ROAD UNIT 417 RESTON VA 20190 PRESIDENT AND CHAIRMAN 20.00 88000 0 0 CHANDAN AGARWAL 31 MANDAKINI ENCLAVE NEW DELHI ALAKNANDA IN 110019 VICE PRESIDENT-INDIA OPERATIONS 5.00 22000 0 0 JOHN JONES 1224 SUMMIT LANE MT PLEASANT MI 48858 SECRETARY AND TREASURER 2.00 16500 0 0 NONE 0 NONE 0 0 22692950 588210 0 23281160 0 0 23281160 349217 22931943 1146597 1146597 28504 28504 1118093 0 1118093 0 1118093 4984978 0 4984978 1118093 0 0 2211236 2211236 4984978 0 0 0 1118093 3866885 0 0 6078121 0 0 0 0 0 0 0 6078121 2211236 3866885 X AKANKSHA EDUCATION FUND INC 1120 AVENUE OF AMERICAS 4TH FLOOR NEW YORK NY 10036 PC CHARITABLE CONTRIBUTION 300000 ARPAN FOUNDATION INC 556 N DIAMOND BAR BLVD STE 201-B DIAMOND BAR CA 91765 PC CHARITABLE CONTRIBUTION 2300000 EDUCATE GIRLS 7026 GROTON STREET FOREST HILLS NY 11375 PC CHARITABLE CONTRIBUTION 300000 FOUNDATION OF TEACH FOR INDIA INC 526 W FREMONT AVE PO BOX 2920 SUNNYVALE CA 94087 PC CHARITABLE CONTRIBUTION 750000 FRIENDS OF TEACH FOR INDIA INC 25 BROADWAY FL 12 NEW YORK NY 10004 PC CHARITABLE CONTRIBUTION 750000 MAGIC BUS USA 9703 RICHMOND AVE STE 102 HOUSTON TX 77042 PC CHARITABLE CONTRIBUTION 200000 PRATHAM USA 9703 RICHMOND AVE STE 102 HOUSTON TX 77042 PC CHARITABLE CONTRIBUTION 300000 4900000 0 14 120841 14 432887 18 40207 18 1825913 0 2419848 0 2419848 0 0 0 0 0 0 0 0 0 0 X X 1 KAMAL AGARWAL ESTATE 11800 SUNSET HILLS RD UNIT 417 RESTON VA 20190 30000 X ACCOUNTING FEES 30360 15180 15180 THE PRIVATE FOUNDATION IS ELECTING TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TOUNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2020. CORPORATE FIXED INCOME 1340558 1368108 STOCKS 9379768 15409360 EXCHANGE-TRADED & CLOSED-END FUNDS 764695 761981 STOCKS - EPP 33688 32514 STOCKS - MPLX 45360 64574 628090 634059 0 0 HEDGE FUNDS AT COST 1105259 991757 MUTUAL FUNDS AT COST 729740 748591 LEGAL FEES 500 250 250 MEMBERSHIP FEES & DUES 4000 0 4000 INVESTMENT FEES 274199 274199 0 OFFICE SUPPLIES 1006 503 503 INSURANCE 3590 1795 1795 OTHER INCOME 40207 40207 40207 FOREIGN TAXES 14014 14014 0 FEDERAL TAXES 17957 0 0