Bhatia Foundation

Houston, TX
Tax-exempt since Dec. 1992
EIN: 73-1411518

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$550k (2025)

Expenses

$581k (2025)

Total Assets

$10.3M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2025

Revenue

$550,315

Expenses

$580,805

Net Income

-$30,490

Net Assets

$10,309,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$361,656	65.7%
Dividends	$213,945	38.9%
Sales of Assets	-$25,286
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$577,625	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,309,340
Total Liabilities	$0
Net Assets	$10,309,340

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Dec. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2024

Revenue

$613,078

Expenses

$453,969

Net Income

$159,109

Net Assets

$10,346,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$368,318	60.1%
Dividends	$226,199	36.9%
Sales of Assets	$18,561	3.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$420,000	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,346,469
Total Liabilities	$0
Net Assets	$10,346,469

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2023

Revenue

$1,102,454

Expenses

$401,674

Net Income

$700,780

Net Assets

$10,212,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$160,237	14.5%
Dividends	$270,952	24.6%
Sales of Assets	$671,265	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,908	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,212,282
Total Liabilities	$0
Net Assets	$10,212,282

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Nov. 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$985,695

Expenses

$470,748

Net Income

$514,947

Net Assets

$9,637,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$112,436	11.4%
Dividends	$335,683	34.1%
Sales of Assets	$537,576	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,750	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,637,928
Total Liabilities	$0
Net Assets	$9,637,928

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Nov. 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2021

Revenue

$656,533

Expenses

$412,409

Net Income

$244,124

Net Assets

$9,065,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$131,477	20.0%
Dividends	$318,117	48.5%
Sales of Assets	$206,939	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$401,348	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,065,045
Total Liabilities	$1
Net Assets	$9,065,044

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Dec. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2020

Revenue

$504,205

Expenses

$267,274

Net Income

$236,931

Net Assets

$8,854,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$161,674	32.1%
Dividends	$276,868	54.9%
Sales of Assets	$65,663	13.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$247,500	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,854,245
Total Liabilities	$1
Net Assets	$8,854,244

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Nov. 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2019

Revenue

$424,798

Expenses

$220,418

Net Income

$204,380

Net Assets

$8,456,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$222,074	52.3%
Dividends	$126,527	29.8%
Sales of Assets	$76,197	17.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,500	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,456,944
Total Liabilities	$0
Net Assets	$8,456,944

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Sept. 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2018

Revenue

$2,197,245

Expenses

$534,212

Net Income

$1,663,033

Net Assets

$8,252,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,031,860	92.5%
Interest Revenue	$121,118	5.5%
Dividends	$45,672	2.1%
Sales of Assets	-$1,405
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,500	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,252,564
Total Liabilities	$0
Net Assets	$8,252,564

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Dec. 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2017

Revenue

$6,808,638

Expenses

$500,643

Net Income

$6,307,995

Net Assets

$6,589,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,749,698	99.1%
Interest Revenue	$46,250	0.7%
Dividends	$11,635	0.2%
Sales of Assets	$1,055	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$500,000	99.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,589,531
Total Liabilities	$0
Net Assets	$6,589,531

Compensation

Key Employees and Officers	Compensation	Other
Vineet Bhatia (Trustee)	$0	$0

990-PF

Filed on Dec. 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

$39,638

Expenses

$33,140

Net Income

$6,498

Net Assets

$281,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	75.7%
Interest Revenue	$5,311	13.4%
Dividends	$4,327	10.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,500	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$281,536
Total Liabilities	$0
Net Assets	$281,536

Compensation

Key Employees and Officers	Compensation	Other
Surindar K Bhatia (Trustee)	$0	$0

990-PF

Filed on Sept. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending July
2015

Revenue

$39,522

Expenses

$13,140

Net Income

$26,382

Net Assets

$275,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	75.9%
Interest Revenue	$5,308	13.4%
Dividends	$4,214	10.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,500	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$275,038
Total Liabilities	$0
Net Assets	$275,038

Compensation

Key Employees and Officers	Compensation	Other
Surindar K Bhatia (Trustee)	$0	$0

990-PF

Filed on Nov. 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2014

Revenue

$49,519

Expenses

$13,254

Net Income

$36,265

Net Assets

$248,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	80.8%
Interest Revenue	$5,305	10.7%
Dividends	$4,214	8.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,750	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$248,656
Total Liabilities	$0
Net Assets	$248,656

Compensation

Key Employees and Officers	Compensation	Other
Surindar K Bhatia (Trustee)	$0	$0

990-PF

Filed on Dec. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2013

Revenue

$47,707

Expenses

$18,616

Net Income

$29,091

Net Assets

$212,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	83.8%
Interest Revenue	$4,252	8.9%
Dividends	$3,455	7.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,200	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$212,391
Total Liabilities	$1
Net Assets	$212,390

990-PF

Filed on Jan. 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2012

Revenue

$46,065

Expenses

$18,113

Net Income

$27,952

Net Assets

$183,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	86.8%
Interest Revenue	$3,807	8.3%
Dividends	$2,803	6.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,700	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$183,300
Total Liabilities	$1
Net Assets	$183,299

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2011

Revenue

$43,091

Expenses

$7,850

Net Income

$35,241

Net Assets

$155,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	92.8%
Interest Revenue	$2,285	5.3%
Dividends	$806	1.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,500	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$155,348
Total Liabilities	$0
Net Assets	$155,348

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending July
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending July
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Bhatia Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $550k (2025)

Expenses $581k (2025)

Total Assets $10.3M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$550k (2025)

Expenses

$581k (2025)

Total Assets

$10.3M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001