Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 11,472 | 8,491 | 4,489 | 9,888 | 15,683 | 50,023 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | 0 | 0 | 0 | 0 | 0 |
| 4 | Total. Add lines 1 through 3 | 11,472 | 8,491 | 4,489 | 9,888 | 15,683 | 50,023 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 9,951 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 40,072 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 11,472 | 8,491 | 4,489 | 9,888 | 15,683 | 50,023 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 0 | 0 | 0 | 0 | 0 | 0 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | 0 | 0 | 0 | 0 | 0 |
| 11 | Total support. Add lines 7 through 10 | 50,023 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | 24021167 |
| Software Version: | v1.00 |
| Return Reference | Explanation |
|---|---|
| Form 990-EZ, Part I, Line 8 | Revenue/Receipts: Total $ 128,378. Line 9 Contributions, gifts, grants, and similar amounts received: $124,023. Line 1 Donations towards publications $ 2,545. (Includes purchase of books published by Sri Sarada Math as well as forty-six three year subscriptions to the English medium journal, Samvit: Knowledge that Leads to Enlightenment.) Donations towards Mercy Center Retreats $ 39,614. (Average participant cost of $970.) Donations towards Website design project $ 500. Donations towards Special Projects in India. $ 73,081.(Includes donations towards Pangot Girl's Education Project- $ 1,046.; Pangot Building and Expansion- $5,500.; Nivedita Vidyamandir Delhi Building Fund-$ 48,000.; Ramakrishna Sarada Mission, Guntur Education- $ 5,000.; Ramakrishna Sarada Mission, Delhi- $ 799; Sri Maa Sarada Sadhana Conference, Hyderbad- $7,736.; Ramakrishna Sarada Mission, Ernakulum- $ 5,000. ) Donations towards Sri Sarada Math in the West. $ 8,283. 2024 Memberships $ 4,355. Line 3 |
| Form 990-EZ, Part I, Line 16 | Distributions/Expenses: Total $ 120,975. Line 17 Total Grants to India: $72,244. Line 10 Please note that the Samiti only provides funds associated with projects of the Sri Sarada Math and the Ramakrishna Sarada Mission in India, the only women administered spiritual organization in the world. Their activities are in full alignment with the purpose of the Samiti. Specific grants included: Ramakrishna Sarada Mission, Pangot Education Building Expansion $ 5,500. (This retreat center is located in the Himalayan hills. The funds were needed to enhance cottages for visiting Western retreat participants. At least forty retreat participants shall be benefited.) 2. Sri Maa Sarada Sadhana Conference, Hyderbad $ 7,736. (Seven Samiti members participated in an online study series from October, 2024 until the present. A conference was held in Hyderbad which included more than 1,000 participants from throughout India. These funds assisted with printing, publications, and facilities for the conference.) 3. Ramakrishna Sarada Mission, Ernakulum Old Age Home for Women $ 5,000. (These funds provide necessities for ten senior citizen women of Sri Sarada Math in South India towards serenity and meditation.) 4. Nivedita Vidyamandir, Delhi, School Building Expansion $ 48,000. (This English medium school for girls and boys is operated by the Ramakrishna Sarada Mission, Delhi and serves needy slum children as well as provides financial support for other children. Due to the large number of school aged children, facilities have required expansion. Funds should assist in allowing at least 300 more children to enroll. ) 5. Ramakrishna Sarada Mission, Guntur Education $ 5,000. (This girls only school is operated by the Ramakrishna Sarada Mission, Guntur and serves school aged children from throughout the region. These funds assisted with teaching and student supplies for at least fifty girls.) 6. Nivedita Vocational Training Centre, Guntur $ 1,008. (This center is operated by the Ramakrishna Sarada Mission, Guntur and includes a computer school for young women as well as a tailoring school. The focus is to enable young women to become employment ready. These funds were used to purchase a specialized embroidery machine as a tool for one deserving student, now self-employed.) Total Special Projects in America: $ 42,468. Line 16 1. Two Live-in Retreats: $ 36,468. (Two live-in four-day spiritual retreats were held at the Mercy Retreat Center in Auburn, California. Revered Bhavaniprana, President of Sri Sarada Math, Guntur, facilitated Retreat One: "Holy Mother's Vision of Vedanta for Everyday Life" from May 16-20th. Pravrajika Divyanandapranaji, Ramakrishna Sarada Mission, New Delhi, facilitated Retreat Two: "The Significance of Shakti Sadhana for Spiritual Awakening" from May 22-26th. Twenty participants attended each retreat including lodging and meals as well as round trip airfare and health insurance from India for the two presenters. Mercy Center Cost: $31,404. Air Travel for two round-trip: $ 4,543. Health Insurance for two: $521. 2. One month-long Informal Study Program: $ 6,000. (Six Samiti members met with Pravrajika Prabuddhaprana of Sri Sarada Math headquarters during her stay. Expenses included round trip airfare from India and incidental expenses.) Professional Fees: $ 1,008. Line 13 (Assistance with the redesign of our Samiti Website) Printing, publications, postage, and shipping: $ 5,255. Line 15. Investment Account: Line 20 On January 24, 2020 the Sri Sarada Society, Inc. of New York was dissolved as a not for profit organization. Remaining assets were donated to the Sri Sarada Mahila Samiti in the amount of $84,000. towards a building fund. This donation was placed in a Fidelity Investment Fund which grew in 2024 to $108,000. This fund fluctuates with the market. Although the Investment Account increased in value, no dividends were cashed or otherwise reinvested. They are completely separate from operational funds of the Samiti. |
| Form 990-EZ, Part I, Line 20 | Investment Account: Line 20 $24,000. On January 24, 2020 the Sri Sarada Society, Inc. of New York was dissolved as a not for profit organization. Remaining assets were donated to the Sri Sarada Mahila Samiti in the amount of $84,000. towards a building fund. This donation was placed in a Fidelity Investment Fund which grew in 2024 to $108,000. This fund fluctuates with the market. Although the Investment Account increased in value, no dividends were cashed or otherwise reinvested. They are completely separate from operational funds of the Samiti. |
| Software ID: | 24021167 |
| Software Version: | v1.00 |