5RIVERS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
5RIVERS FOUNDATION (EIN 45-3723090)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-30
IRS object ID
202431519349101118
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-30T16:29:40-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453723090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line15Rivers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name Control5RIVBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personparveen khanujaPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstparveenPersonFirstNm
Person LastkhanujaPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,066,273FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,099InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,099InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$94,272DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,272DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$262,284NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$310,101GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$278,660CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$357,655TotalRevAndExpnssAmt
Total Net Invst Incm$374,031TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$8,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$8,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,525TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$39,171OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$141OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$39,030OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$141TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$47,030TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$265,883ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$265,883ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$314,579TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$141TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$312,913TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$43,076ExcessRevenueOverExpensesAmt
Net Investment Income$373,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$105,522SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$196,414SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$196,414SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,863,322CorporateStockBOYAmt
Corporate Stock EOY$1,815,506CorporateStockEOYAmt
Corporate Stock EOYFMV$6,869,859CorporateStockEOYFMVAmt
Total Assets BOY$1,968,844TotalAssetsBOYAmt
Total Assets EOY$2,011,920TotalAssetsEOYAmt
Total Assets EOYFMV$7,066,273TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,968,844RetainedEarningBOYAmt
Retained Earning EOY$2,011,920RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,968,844TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,011,920TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,968,844TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,011,920TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,968,844TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$43,076ExcessRevenueOverExpensesAmt
Subtotal$2,011,920SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,011,920TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$310,101GrossSalesPriceAmt
Cost Or Other Basis$31,441CostOrOtherBasisAmt
Gain Or Loss$278,660GainOrLossAmt
Gains Minus Excess Or Losses$278,660GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$278,660CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,197InvestmentIncomeExciseTaxAmt
Subtotal$5,197SubtotalAmt
Tax Based On Investment Income$5,197TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,897ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,197TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jasleen Khanuja
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Neel-Preet Khanuja
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Parveen Khanuja
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Parvinderjit Khanuja
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,456,779AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,604,631TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,604,631AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,069CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,505,562NetVlNoncharitableAssetsAmt
Minimum Investment Return$325,278MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$325,278MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,197TaxBasedOnInvestmentIncomeAmt
Total Tax$5,197TotalTaxAmt
Distributable Before Adj$320,081DistributableBeforeAdjAmt
Distributable Before Ded$320,081DistributableBeforeDedAmt
Distributable As Adjusted$320,081DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$312,913ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$312,913QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$320,081DistributableAsAdjustedAmt
Undistributed Income PY$306,480UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$312,913QualifyingDistributionsAmt
Applied To Year1$306,480AppliedToYear1Amt
Applied To Current Year$6,433AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$313,648UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerParveen KhanujaContributingManagerNm
Contributing ManagerParvinderjit KhanujaContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGrant Applications-Parveen KhanujaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 55 Walls DrAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8008391754RecipientPhoneNum
Form And Info And Materialshttp://www.5riversfoundation.orgFormAndInfoAndMaterialsTxt
Submission Deadlineshttp://www.5riversfoundation.orgSubmissionDeadlinesTxt
Restrictions On Awardshttp://www.5riversfoundation.orgRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A Singh
ADELPHI UNIVERSITY 1 S AVE LEVERMORGARDEN CITYNY11530NONEIScholarship Grant$2,000
K Nagra
ARIZONA STATE UNIVERSITY PO BOX 870TEMPEAZ85287NONEIScholarship Grant$883
A Singh
ARIZONA STATE UNIVERSITY PO BOX 870TEMPEAZ85287NONEIScholarship Grant$3,000
A Wazir
ARIZONA STATE UNIVERSITY PO BOX 870TEMPEAZ85287NONEIScholarship Grant$2,000
I Singh
ASSOCIATION FOR COMPUTING MACHINERYNEW YORKNY10019NONEIScholarship Grant$2,0001601 BROADWAY 10TH FL
G Aujla
CALIFORNIA STATE UNIVERSITY FRESNOFRESNOCA93740NONEIScholarship Grant$1,0005150 N MAPLE AVE M/S JA58
N Nahal
CALIFORNIA STATE UNIVERSITY FRESNOFRESNOCA93740NONEIScholarship Grant$2,0005150 N MAPLE AVE M/S JA58
R Gill
CALIFORNIA STATE UNIVERSITY STANISLTURLOCKCA95382NONEIScholarship Grant$3,0001 UNIVERSITY CIR
P Sethi
CARNEGIE MELLON UNIVERSITY PO BOX 3PITTSBURGHPA15251NONEIScholarship Grant$3,000
H Singh
CLARK UNIVERSITY 950 MAIN STWORCESTERMA01610NONEIScholarship Grant$8,000
DASVANDH NETWORK
6002 CAMP BULLIS RDSAN ANTONIOTX78257N/APCSikh American Veterans Alliance$5,000
DASVANDH NETWORK
6002 CAMP BULLIS RDSAN ANTONIOTX78257N/APCGeneral & Unrestricted$80,000
G Grewal
EDINBORO UNIVERSITY FOUNDATION 210EDINBOROPA16412NONEIScholarship Grant$1,000
J Singh
GEORGETOWN UNIVERSITYWASHINGTONDC20007NONEIScholarship Grant$3,0002115 WISCONSIN AVE NW STE 500
J Singh
JOHNS HOPKINS UNIVERSITY 1717 MASSAWASHINGTONDC20036NONEIScholarship Grant$2,000
J Kaur
LONG ISLAND UNIVERSITY 700 NORTHERNBROOKVILLENY11548NONEIScholarship Grant$3,000
L Kaur
MICHIGAN STATE UNIVERSITY 409 W CIREAST LANSINGMI48824NONEIScholarship Grant$2,000
NANAK PRACHAR SABHA INC
2829 N SAN FERNANDO RD STE 101LOS ANGELESCA90065N/APCLangar Program$5,000
NISHKAM SEVA GURDWARA SAHIB & DR JS SAINI SIKH COM
4531 N 16TH ST STE 103PHOENIXAZ85016N/APCSocial Services$2,500
PANJAB DIGITAL LIBRARY USA
570 INDIAN ROCK DRCOPPELLTX75019N/APCGeneral & Unrestricted$5,000
B Singh
PENNSYLVANIA STATE UNIVERSITY 105 OUNIVERSITY PARKPA16802NONEIScholarship Grant$5,000
PHOENIX ART MUSEUM
1625 N CENTRAL AVEPHOENIXAZ85004N/APCSIKH HERITAGE FUND$10,000
PHOENIX ART MUSEUM
1625 N CENTRAL AVEPHOENIXAZ85004N/APCJANET BAKER FUND$10,000
PUNJABI AMERICAN HERITAGE SOCIETY
PO BOX 965YUBA CITYCA95992N/APCGeneral & Unrestricted$5,000
K Singh
REGENTS OF THE UNIVERSITY OF CALIFOOAKLANDCA94607NONEIScholarship Grant$3,0001111 FRANKLIN ST 7TH FLOOR
S Sidhu
REGENTS OF THE UNIVERSITY OF CALIFOLA JOLLACA92093NONEIScholarship Grant$5,0009500 GILMAN DR 0853
P Cheema
REGENTS OF THE UNIVERSITY OF CALIFOBERKELEYCA94720NONEIScholarship Grant$2,500201 SPROUL HALL 1960
J Sekhon
REGENTS OF THE UNIVERSITY OF CALIFOIRVINECA92617NONEIScholarship Grant$3,000141 INNOVATION DR STE 250
I Dhaliwal
SAMUEL MERRITT UNIVERSITY 450 30THOAKLANDCA94609NONEIScholarship Grant$2,000
R Jon
SAN DIEGO STATE UNIVERSITY 5500 CAMSAN DIEGOCA92182NONEIScholarship Grant$2,000
H Sangha
SEATTLE UNIVERSITY 901 12TH AVESEATTLEWA98122NONEIScholarship Grant$5,000
SIKH DHARMA OF PHOENIX
2317 N RICHLAND STPHOENIXAZ85006N/APCGeneral & Unrestricted$10,000
SIKH RESEARCH INSTITUTE SRI
470 SCHOOLEYS MT RDHACKETTSTOWNNJ07840N/APCGeneral & Unrestricted$20,000
C Singh
STATE CENTER COMMUNITY COLLEGE DISTFRESNOCA93721NONEIScholarship Grant$1,0001171 FULTON ST
N Gill
TEXAS CHRISTIAN UNIVERSITY TCU BOXFORT WORTHTX76129NONEIScholarship Grant$2,000
A Kang
THE SANTA MONICA COLLEGE FOUNDATIONSANTA MONICACA90405NONEIScholarship Grant$1,0002714 PICO BLVD 230
THE UCLA FOUNDATION
PO BOX 7145PASADENACA91109N/APCFowler Museum Exhibition Fund$5,000
TUCSON SIKH SOCIETY
1111 W INA RDTUCSONAZ85704N/APCGeneral & Unrestricted$5,000
U C SANTA CRUZ FOUNDATION
1156 HIGH STSANTA CRUZCA95064N/APCGeneral & Unrestricted$20,000
R Bhatti
U C SANTA CRUZ FOUNDATION 1156 HIGHSANTA CRUZCA95064NONEIScholarship Grant$3,000
I Hayer
UNIVERSITY OF CALIFORNIA SAN FRANCISAN FRANCISCOCA94145NONEIScholarship Grant$2,000PO BOX 45339
H Riyat
UNIVERSITY OF MARYLAND FOUNDATION IADELPHIMD20783NONEIScholarship Grant$3,0003300 METZEROTT RD
G Kaur
UNIVERSITY OF VIRGINIA PO BOX 400CHARLOTTESVILLEVA22904NONEIScholarship Grant$3,000
J Kaur
WESTERN UNIVERSITY OF HEALTH SCIENCPOMONACA91766NONEIScholarship Grant$3,000309 E 2ND ST
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$265,883TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,099ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94,272ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$262,284ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$357,655ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$357,655TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC DEL CL$229,432$1,085,250
INVESCO INDIA ETF$52,980$76,800
INVESCO QQQ TRUST$177,203$1,289,988
ISHARES MSCI EMERGING MARKETS$151,740$160,840
ISHARES TRUST MSCI EAFE INDEX$197,580$301,400
MICROSOFT CORP$51,750$752,080
MORGAN STANLEY$62,920$373,000
PFIZER INC$39,311$57,580
SPDR S&P 500 ETF TRUST$62,005$237,655
SPDR S&P MIDCAP 400 EFT TRUST$78,718$253,690
UNITEDHEALTH GROUP INC$97,000$1,052,940
VANGUARD FTSE EMERGING MARKETS$81,780$82,200
VANGUARD FTSE EUROPEAN ETF$204,790$257,920
VANGUARD FTSE PACIFIC ETF$51,340$72,030
VANGUARD MID-CAP ETF$80,620$232,640
VANGUARD MID-CAP GROWTH ETF$59,495$219,570
VANGUARD SMALL-CAP VALUE ETF$133,685$359,940
VIATRIS ORD SHS$2,157$2,686
WESTINGHOUSE AIR BRAKE TECHNOL$1,000$1,650

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$38,849$38,849
Bank Charges$141$141
State or Local Filing Fees$25$25
Website Hosting/Support$156$156

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWebsite DevelopmentCategoryTxt
Amt$8,000Amt
Disbursements Charitable Prps$8,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$1,300
990-PF Excise Tax for 2022$225

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