5RIVERS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
5RIVERS FOUNDATION (EIN 45-3723090)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-05
IRS object ID
202331259349101523
Schema version
2022v5.0
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)
Return2023-05-05T13:55:40-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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% 5Rivers FoundationInCareOfNm
Business Name Control5RIVBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5475AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85261ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personparveen khanujaPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-05-03SignatureDt
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

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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,050,562FMVAssetsEOYAmt
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$482InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$482InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,469DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,469DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$91,951TotalRevAndExpnssAmt
Total Net Invst Incm$91,951TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$39,647OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$39,566OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$81TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$39,566TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$223,725ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$223,725ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$264,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$81TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$263,291TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$172,421ExcessRevenueOverExpensesAmt
Net Investment Income$91,870NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$275,943SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$105,522SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$105,522SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,863,322CorporateStockBOYAmt
Corporate Stock EOY$1,863,322CorporateStockEOYAmt
Corporate Stock EOYFMV$5,945,040CorporateStockEOYFMVAmt
Total Assets BOY$2,139,265TotalAssetsBOYAmt
Total Assets EOY$1,968,844TotalAssetsEOYAmt
Total Assets EOYFMV$6,050,562TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,139,265RetainedEarningBOYAmt
Retained Earning EOY$1,968,844RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,139,265TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,968,844TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,139,265TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,968,844TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,139,265TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$172,421ExcessRevenueOverExpensesAmt
Other Increases$2,000OtherIncreasesAmt
Subtotal$1,968,844SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,968,844TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,277InvestmentIncomeExciseTaxAmt
Subtotal$1,277SubtotalAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,052EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,052TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$225TaxDueAmt

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 Line15Rivers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5475AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85261ZIPCd
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
PO Box 5475ScottsdaleAZ85261VP1.0$0$0$0
Neel-Preet Khanuja
PO Box 5475ScottsdaleAZ85261VP1.0$0$0$0
Parveen Khanuja
PO Box 5475ScottsdaleAZ85261Pres, Dir, Sec1.0$0$0$0
Parvinderjit Khanuja
PO Box 5475ScottsdaleAZ85261Dir, 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$6,211,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$204,105AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,416,056TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,416,056AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,241CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,319,815NetVlNoncharitableAssetsAmt
Minimum Investment Return$315,991MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$315,991MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Total Tax$1,277TotalTaxAmt
Distributable Before Adj$314,714DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$316,714DistributableBeforeDedAmt
Distributable As Adjusted$316,714DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$263,291ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$263,291QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$316,714DistributableAsAdjustedAmt
Undistributed Income PY$253,057UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$263,291QualifyingDistributionsAmt
Applied To Year1$253,057AppliedToYear1Amt
Applied To Current Year$10,234AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$306,480UndistributedIncomeCYAmt
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-Praveen 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 (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
S Kaur
Adelphi University S AVE LEVERMOREGARDEN CITYNY11530NONEIScholarship Grant$3,000
A Wazir
Arizona State University PO BOX 870TEMPEAZ85287NONEIScholarship Grant$2,000
K Nagra
Arizona State University PO BOX 870TEMPEAZ85287NONEIScholarship Grant$2,000
P Singh
Boston University 595 COMMONWEALTHBOSTONMA02215NONEIScholarship Grant$1,000
V Sidhu
California State Univ 5150 N MAPLEFRESNOCA93740NoneIScholarship Grant$3,000
N Nahal
California State Univ 5150 N MAPLEFRESNOCA93740NONEIScholarship Grant$2,000
G Aujla
California State Univ 5150 N MAPLEFRESNOCA93740NONEIScholarship Grant$2,000
SChatha
California State University 1 UNIVETURLOCKCA95382NONEIScholarship Grant$3,000
J Kaur
Concorde Career College 4393 IMPERISAN DIEGOCA92113NONEIScholarship Grant$3,000
DASVANDH NETWORK
4429 HYCLIFFE DRTROYMI48098N/APCGeneral & Unrestricted$80,000
G Grewal
Edinboro University Foundation 210EDINBOROPA16412NONEIScholarship Grant$1,000
A Kamal
Foothill de Anza Comm Colleges 1234LOS ALTOS HLSCA94022NONEIScholarship Grant$3,000
G Dadra
George Mason University 4400 UNIVERFAIRFAXVA22030NONEIScholarship Grant$2,000
P Kaur
Indiana University PO BOX 6035BLOOMINGTONIN46206NONEIScholarship Grant$2,000
J Singh
Johns Hopkins University 3400 N CHUBALTIMOREMD21218NoneIScholarship Grant$3,000
LUDHIANA CHRISTIAN MEDICAL COLLEGE BOARD U S A INC
PO BOX 6275EVANSTONIL60204N/APCGeneral & Unrestricted$10,000
S Kaur
Maricopa County Community College 2TEMPEAZ85281NONEIScholarship Grant$725
NANAK PRACHAR SABHA INC
2829 N SAN FERNANDO RD STE 101LOS ANGELESCA90065N/APCGeneral & Unrestricted$5,000
NISHKAM SEVA GURDWARA SAHIB & DR JS SAINI SIKH COM
4531 N 16TH ST STE 103PHOENIXAZ85016N/APCSocial Services$5,000
K Pannu
Ohlone College Foundation 43600 MISFREMONTCA94539NoneIScholarship Grant$1,000
PANJAB DIGITAL LIBRARY USA
570 INDIAN ROCK DRCOPPELLTX75019N/APCGeneral & Unrestricted$10,000
K Gill
Regents of the Univ of CA 201 SPROUBERKELEYCA94720NONEIScholarship Grant$10,000
P Cheema
Regents of the Univ of CA 201 SPROUBERKELEYCA94720NONEIScholarship Grant$2,000
T Bainiwal
Regents of the Univ of CA 900 UNIVERIVERSIDECA92521NONEIScholarship Grant$10,000
G Sangha
Regents of the Univ of CA 900 UNIVERIVERSIDECA92521NONEIScholarship Grant$5,000
G Kaur
Regents of the Univ of CA 9500 GILMLA JOLLACA92093NONEIScholarship Grant$2,000
R Jon
San Diego State University 5500 CAMSAN DIEGOCA92182NONEIScholarship Grant$1,000
J Dhand
San Jose State University 1 WASHINGSAN JOSECA95192NONEIScholarship Grant$2,000
SIKH DHARMA OF PHOENIX
2317 N RICHLAND STPHOENIXAZ85006N/APCSocial Services$5,000
SIKH RESEARCH INSTITUTE SRI
470 SCHOOLEYS MT RDHACKETTSTOWNNJ07840N/APCGeneral & Unrestricted$10,000
SMITHSONIAN INSTITUTION
PO BOX 37012WASHINGTONDC20013N/APCSmithsonian Institution Sikh Heritage Fund$7,000
S Kaur
St Johns University New York 8000 UQUEENSNY11439NoneIScholarship Grant$3,000
N Gill
Texas Christian University TCU BOXFORT WORTHTX76129NONEIScholarship Grant$2,000
A Sohal
The California State Uni 1600 HOLLOSAN FRANCISCOCA94132NONEIScholarship Grant$3,000
A Kang
The Santa Monica College 2714 PICOSANTA MONICACA90405NONEIScholarship Grant$4,000
R Kaur
U C Santa Cruz Foundation 1156 HIGHSANTA CRUZCA95064NONEIScholarship Grant$2,000
B Gill
Univ of CA Santa Barbara 4219 CHEADSANTA BARBARACA93106NONEIScholarship Grant$2,000
A Kaur
University of Florida PO BOX 113201GAINESVILLEFL32611NONEIScholarship Grant$1,000
P Singh
University of Maryland College ParCOLLEGE PARKMD20742NONEIScholarship Grant$5,000
S Singh
U MI OFC OF FINANCIAL AID 2500 STUANN ARBORMI48109NONEIScholarship Grant$2,000
K Kaur
University of Oregon 112 JOHNSON HAEUGENEOR97403NONEIScholarship Grant$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$223,725TotalGrantOrContriPdDurYrAmt

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$482ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,469ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$91,951ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$91,951TotalIncomeProducingActyAmt

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$229,431$937,422
INVESCO INDIA ETF$52,980$63,870
INVESCO QQQ TRUST$225,020$1,065,120
ISHARES MSCI EMERGING MARKETS$151,740$151,600
ISHARES TRUST MSCI EAFE INDEX$197,580$262,560
MICROSOFT CORP$51,750$479,640
MORGAN STANLEY$62,920$340,080
PFIZER INC$39,311$102,480
SPDR S&P 500 ETF TRUST$62,005$191,215
SPDR S&P MIDCAP 400 EFT TRUST$78,718$221,395
UNITEDHEALTH GROUP INC$97,000$1,060,360
VANGUARD FTSE EMERGING MARKETS$81,780$77,960
VANGUARD FTSE EUROPEAN ETF$204,790$221,760
VANGUARD FTSE PACIFIC ETF$51,340$64,350
VANGUARD MID-CAP ETF$80,620$203,810
VANGUARD MID-CAP GROWTH ETF$59,495$179,760
VANGUARD SMALL-CAP VALUE ETF$133,685$317,600
VIATRIS ORD SHS$2,157$2,760
WABTEC$1,000$1,298

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$39,385$39,385
Bank Charges$81$81
State or Local Filing Fees$25$25
Website Hosting/Support$156$156

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTDesc
Amt$2,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2022CategoryTxt
Amt$1,000Amt

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