THE INFINITY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE INFINITY FOUNDATION INC (EIN 22-3339826)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-09
IRS object ID
202331299349104438
Schema version
2021v4.2
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)
Return2023-05-09T14:08:51-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223339826EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INFINITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINFIBusinessNameControlTxt
Phone6094360311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAJIV MALHOTRAPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone6094360311PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRAJIVPersonFirstNm
Person LastMALHOTRAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANAN SAMARA EAPreparerPersonNm
PTINP02103452PTIN
Phone2122862600PhoneNum
Preparation2023-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF60 Month Term Sect507b1 BYes (X)PF60MonthTermSect507b1BInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,825,436FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$341,223ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$392InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$392InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$99,429DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,429DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$610,929NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,113,164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$610,929CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$65,971OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$65,971OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,117,944TotalRevAndExpnssAmt
Total Net Invst Incm$776,721TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$586OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$586OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,059PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,059PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,388LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,388LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,254AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,254AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$95,995OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,591OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$76,404OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,440TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,440TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$75,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$73,258OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$203,867TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,591TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$174,389TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,293ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,293ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,160TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,591TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,682TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$852,784ExcessRevenueOverExpensesAmt
Net Investment Income$757,130NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,588CashBOYAmt
Cash EOY$243,893CashEOYAmt
Cash EOYFMV$243,893CashEOYFMVAmt
Sav And Temp Cash Invst BOY$383,587SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,428,448SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,428,448SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,006,842CorporateStockBOYAmt
Corporate Stock EOY$1,532,988CorporateStockEOYAmt
Corporate Stock EOYFMV$3,186,931CorporateStockEOYFMVAmt
Other Investments BOY$1,970,666OtherInvestmentsBOYAmt
Other Investments EOY$2,044,086OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,966,164OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,404,683TotalAssetsBOYAmt
Total Assets EOY$5,249,415TotalAssetsEOYAmt
Total Assets EOYFMV$6,825,436TotalAssetsEOYFMVAmt
Accounts Payable BOY$25,864AccountsPayableBOYAmt
Accounts Payable EOY$17,812AccountsPayableEOYAmt
Total Liabilities BOY$25,864TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,812TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,378,819NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,231,603NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,378,819TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,231,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,404,683TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,249,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,378,819TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$852,784ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,231,603SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,231,603TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIESP$2,000,949$1,502,235$498,714$498,714
CAPITAL GAINS DIVIDENDSP$112,215$112,215$112,215
FieldValueIRS element (for citing)
Capital Gain Net Income$610,929CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,524InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,524SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$197EsPenaltyAmt
Tax Due$10,721TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.INFINITYFOUNDATION.COMWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6094360311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAJIV MALHOTRA
174 NASSAU STREET 400PRINCETONNJ08542PRESIDENT40.00$0$0$0
VIJAYA VISWANATHAN
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE (STARTED 11/2021)1.00$0$0$0
USHA CHOUDHARY
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE (STARTED 11/2021)1.00$0$0$0
SASHI KEJRIWAL
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE (STARTED 11/2021)1.00$0$0$0
KABEER MALHOTRA
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE (ENDED 11/2021)1.00$0$0$0
INDRANI MALHOTRA
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE (ENDED 11/2021)1.00$0$835$0
BRYAN MAIORANA
174 NASSAU STREET 400PRINCETONNJ08542SECRETARY/TREASURER1.00$0$180$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEW GARDEN MEDICAL PCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11599 HIGHLAND AVEAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11040ZIPCd
FieldValueIRS element (for citing)
Service TypeRESEARCH ASSISTANT SERVICESServiceTypeTxt
Compensation$55,120CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1INFINITY FOUNDATION IS A NON-PROFIT ORGANIZATION BASED IN PRINCETON (USA), FOCUSED ON RESEARCH AND EDUCATION, SPECIALIZING IN THE FIELD OF INDIAN CIVILIZATION STUDIES. THE FOUNDATION HAS GIVEN OVER 400 GRANTS FOR RESEARCH, EDUCATION AND PHILANTHROPY, INCLUDING GRANTS TO LEADING INSTITUTIONS OF HIGHER EDUCATION, SPECIALIZED RESEARCH CENTERS, AS WELL AS GRANTS TO MANY INDIVIDUAL SCHOLARS. IT DISSEMINATES ITS UNIQUE RESEARCH FINDINGS THROUGH BOOKS, VIDEOS, A LARGE ONLINE DISCUSSION GROUP, SOCIAL MEDIA (WEEKLY VIDEOS ON FACEBOOK AND YOUTUBE), E-COURSES, AND PUBLIC EVENTS. SPECIFICALLY, RAJIV MALHOTRA WORKED ON THE FOLLOWING BOOK PROJECTS: SNAKES IN THE GANGA (PUBLISHED SEPT 2023), BATTLE FOR IITS, TEN HEADS OF RAVANA: CRITIQUE OF HINDUPHOBIC SCHOLARS, POWER OF FUTURE MACHINES, AND VARNA, JATI, CASTE: A PRIMER ON INDIAN SOCIAL STRUCTURES.Description1Txt
Expenses1$149,101Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,273,849AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$559,913AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,833,762TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,833,762AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$117,506CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,716,256NetVlNoncharitableAssetsAmt
Minimum Investment Return$385,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$385,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,524TaxBasedOnInvestmentIncomeAmt
Total Tax$10,524TotalTaxAmt
Distributable Before Adj$375,289DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$375,289DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$375,289DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,682ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,682QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$375,289DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$197,976ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$308,174ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$289,017ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$223,139ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$214,112ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,232,418TotalExcessDistributionCyovAmt
Qualifying Distributions$235,682QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$235,682AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$139,607ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$139,607ExcessDistributionCyovAppCYAmt
Total Corpus$1,092,811TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$58,369ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,034,442ExcessDistriCyovToNextYrAmt
Excess From Year4$308,174ExcessFromYear4Amt
Excess From Year3$289,017ExcessFromYear3Amt
Excess From Year2$223,139ExcessFromYear2Amt
Excess From Year1$214,112ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAJIV MALHOTRAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRAJIV MALHOTRARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6096830548RecipientPhoneNum
Form And Info And MaterialsSEE WWW.INFINITYFOUNDATION.COMFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsWWW.INFINITYFOUNDATION.COMRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
ANAGHA HESARAGHATTA
2246 LANDSIDE DRVALRICOFL33594NONEIRESEARCH SCHOLAR AND EDITOR$4,200
GIULIANO DIAS DE MORALS
NONEIRESEARCH ASSISTANT - SUBTITLES AND TRANSCRIPTIONS$5,500QR 214 CON J CASA 23SANTA MARIABRASILIABR72599
LINDA YU
301 VAN BUREN ST APT 14MONTEREYCA93940NONEIRESEARCH SCHOLAR AND EDITOR$3,725
LOIS NESBITT
95 CHRISTOPHER STREET APT 4ENEW YORKNY10014NONEIRESEARCH SCHOLAR AND EDITOR$3,500
MEGHA PARMER
NONEIRESEARCH SCHOLAR AND EDITOR$81110 TODARMAL RDBENGALI MARKETDELHIIN110001
MRITTUNJOY GUHA MAJUMDAR
NONEIRESEARCH SCHOLAR AND EDITOR$1,700242 GHALIB APARTMENTPITAMPURADELHIIN110034
SAURABH SHUKLA
NONEITRANSLATOR$1,720A85 SETOR 27NOIDAUTTAR PRADHESHIN201301
SEJUTI BANERJEA GHOSAL
NONEIRESEARCH SCHOLAR AND EDITOR$3,28767 S N ROY ROAD SAKET RESIDENCYKOLKATAWEST BENGALIN700038SHIVAY BUILDING FLAT 3E
SHALINI PUTHIYEDAM
NONEIRESEARCH ASSISTANT$1,000FLAT 4F BLOCK 3 CEERBROS ORCHIDCHENNAITAMIL NADUIN600042VELACHERRY MAIN ROAD
SUBHODEEP MUKHOPADHYAY
NONEIRESEARCH SCHOLAR AND EDITOR$16,800BJ-336 SECTOR-II SALTLAKEKOLKATAWEST BENGALIN700091
SUMESH SHARMA
NONEIRESEARCH SCHOLAR AND EDITOR$19,0506058 145TH STREETSURREYBCCAV3S4R4
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,293TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
BOOK & DVD SALES$8,623
BOOK ROYALTIES15$4,069

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$392ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99,429ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$610,929ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
FACEBOOK MONETIZATION15$4,104
GOOGLE/YOUTUBE MONETIZATION15$49,175

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$768,098ExclusionAmt
Related Or Exempt Function Incm$8,623RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$776,721TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementINFINITY FOUNDATION RESEARCHES AND PUBLISHES WORKS IN ITS SPECIFIC AREA OF WORK, AS PART OF DEVELOPING EXPERT KNOWLEDGE AND DISSEMINATING IT. THESE BOOKS AND DVDS ARE SOLD AS WELL AS GIVEN AWAY FOR FREE THE GOAL BEING TO MAXIMIZE THE DISSEMINATION IN THE MOST EFFECTIVE MANNER.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (12 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
MAHESH KRISHNAMURTHY
136 COACHSIDE LANEPITTSFORDNY14534$36,000Yes (X)
SATYAPAWAN ADUSUMILLI
22011 NORTHGATE DRIVE APT DGREENSBURGIN47240$10,044Yes (X)
SHRITA CHARITABLE FOUNDATION
3435 DEVON PARK DRIVE SUITE 415WAYNEPA19087$60,000Yes (X)
ADITI BANERJEE
441 SCOTT AVENUEPRINCETON JUNCTIONNJ08550$20,000Yes (X)
HITESH VASHISHTHA
51817 ROCKFORD COURTALLENTX75013$10,000Yes (X)
PRASHANT BANERJEE
6708 KRISTIN COURTWESTMONTIL60559$10,000Yes (X)
PHANIDHAR KANDALA
7233 SCENIC VIEW DRIVEATLANTAGA30339$9,760Yes (X)
RAM GUPTA
871 OVERLOOK DRIVECARLISLEMA01741$10,000Yes (X)
BHAGWAN SAMYAL
920 AMERICAN AVENUESANTA BARBARACA93105$8,000Yes (X)
DHRUVA TILWALLI
1056 DERBY COURTOAK BROOKIL60523$10,000Yes (X)
SUMANA SHANKAR
11171 SOUTH STREET APT 2ABOSTONMA02130$20,002Yes (X)
ALLBRITE CAR CARE PRODUCTS INC
121201 N LAS BRIAS STANAHEIMCA92806$5,750Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX PREP FEES$6,000$0$6,000
ACCOUNTING AND BOOKEEPING SERVICES$10,254$0$10,254

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES (ABT) 513 SHRS$54,960$55,737
ADOBE INC (ADBE) 80 SHRS$34,238$29,285
ALPHABET INC CAP STK CL A (GOOGL) 98 SHRS$38,923$213,567
AMAZON.COM INC (AMZN) 264 SHRS$41,838$28,039
APPLE INC. (AAPL) 2608 SHRS$4,599$356,566
APPLIED MATERIALS INC (AMAT) 1008 SHRS$40,438$91,708
APTIV PLC SHS (APTV) 455 SHRS$40,440$40,527
ARISTA NETWORKS INC COM (ANET) 299 SHRS$20,223$28,028
BIOGEN IDEC INC (BIIB) 155 SHRS$36,379$31,611
BLACKROCK INC (BLK) 87 SHRS$47,921$52,987
BOEING CO. (BA) 249 SHRS$28,914$34,043
BOOKING HOLDINGS INC (BKNG) 26 SHRS$34,369$45,474
BRISTOL MYERS SQUIBB CO. (BMY) 931 SHRS$50,750$71,687
CHARLES SCHWAB CORP (SCHW) 1120 SHRS$53,255$70,762
CHEVRON CORP (CVX) 696 SHRS$44,514$100,767
CHUBB LIMITED (CB) 297 SHRS$33,450$58,384
CISCO SYSTEMS (CSCO) 1117 SHRS$24,231$47,629
COLGATE PALMOLIVE CO. (CL) 748 SHRS$18,710$59,945
COMCAST CORP-CL A (CMCSA) 906 SHRS$34,338$35,551
COSTCO WHOLESALE CORP (COST) 232 SHRS$34,973$111,193
CUMMINS INC (CMI) 264 SHRS$37,485$51,092
CVS CORP (CVS) 964 SHRS$58,021$89,324
EDWARDS LIFESCIENCES CP (EW) 669 SHRS$18,616$63,615
ELANCO ANIMAL HEALTH INC (ELAN) 1661 SHRS$47,419$32,605
HOME DEPOT INC. (HD) 372 SHRS$33,256$102,028
HONEYWELL INTERNATIONAL INC (HON) 260 SHRS$11,521$45,191
JOHNSON & JOHNSON (JNJ) 372 SHRS$25,467$66,034
JPMORGAN CHASE & CO (JPM) 521 SHRS$32,868$58,670
LABORATORY CORP OF AMERICA HOLDINGS (LH) 272 SHRS$46,515$63,746
MASTERCARD INC-CL A (MA) 297 SHRS$24,375$93,698
MCCORMICK & CO. INC. (MKC) 404 SHRS$33,483$33,633
META PLATFORMS INC (META) 188 SHRS$32,644$30,315
MICROSOFT CORP (MSFT) 670 SHRS$16,963$172,076
NEXTERA ENERGY INC (NEE) 873 SHRS$67,772$67,623
ORACLE CORP (ORCL) 634 SHRS$33,913$44,298
PAYPAL HOLDINGS INC (PYPL) 704 SHRS$21,660$49,167
PEPSICO INC. (PEP) 521 SHRS$27,701$86,830
PNC FINANCIAL SERVICES (PNC) 521 SHRS$37,996$82,198
PROCTER & GAMBLE CO. (PG) 487 SHRS$26,516$70,026
RAYTHEON TECHNOLOGIES CORP (RTX) 484 SHRS$21,552$46,517
SHERWIN WILLIAMS CO. (SHW) 222 SHRS$16,852$49,708
SKYWORKS SOLUTIONS INC (SWKS) 170 SHRS$24,524$15,749
TJX COS INC (TJX) 1073 SHRS$38,618$59,927
UNION PACIFIC CORP (UNP) 437 SHRS$65,200$93,203
WALT DISNEY CO (DIS) 595 SHRS$14,588$56,168

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AB SMALL CAP VALUE PORTFOLIO (SCYVX) 15697.098 SHRSAT COST$177,220$204,219
DFA INTERNATIONAL CORE (DFIEX) 7531.537 SHRSAT COST$103,253$98,136
FIRST TR NORTH AMERICAN ENERGY INFRA ETF (EMLP) 4179 SHRSAT COST$87,118$107,567
GLENMEDE CORE FIXED INCOME (GTCGX) 41812.006 SHRSAT COST$467,698$411,012
GQG EMERGING MARKETS (GQGIX) 6357.179 SHRSAT COST$105,598$88,238
HARTFORD SCHRODERS INTL (SIDRX) 23747.241 SHRSAT COST$207,556$209,688
ISHARES S & P SMALLCAP 60/GRO (IJT) 117 SHRSAT COST$10,728$12,322
ISHARES S & P SMALLCAP 600 (IJR) 4665 SHRSAT COST$380,100$431,093
JEWISH COMMUNITY CENTER OF GREATER MERCERAT COST$32,947$28,911
MATTHEWS JAPAN FUND INST (MIJFX) 4889.189 SHRSAT COST$121,627$76,711
MATTHEWS PACIFIC TIGER FD (MIPTX) 6700.937 SHRSAT COST$165,710$153,116
WCM FOCUSED INTERNATIONAL GROWTH FUND (WCMIX) 7684.012 SHRSAT COST$184,531$145,151

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,388LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,388DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D&O AND BUSINESS INSURANCE$5,157$0$5,157
OFFICE AND EQUIPMENT EXPENSES$12,449$0$10,062
BANK FEES$2,284$0$2,284
PROGRAM EXPENSE - RESEARCH BOOKS$37$0$37
POSTAGE AND DELIVERY$1,382$0$1,382
PAYROLL AND 401K ADMINISTRATION$2,141$0$2,141
STORAGE EXPENSES$4,445$0$4,445
COMMUNICATION EXPENSES$26,907$0$26,907
DUES AND SUBSCRIPTIONS$450$0$450
PAYPAL FEES$3,776$0$3,776
OUTREACH$15,438$0$15,438
LICENSES & PERMITS$53$0$53
BUILDING REPAIRS$1,126$0$1,126

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BOOK & DVD SALES$8,623$8,623$8,623
BOOK ROYALTIES$4,069$4,069$4,069
FACEBOOK MONETIZATION$4,104$4,104$4,104
GOOGLE/YOUTUBE MONETIZATION$49,175$49,175$49,175

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$19,591$19,591$0
RESEARCH ASSISTANT SERVICES$55,120$0$55,120
ADMINISTRATIVE SERVICES FEES$1,534$0$1,534
VIDEO PRODUCTION CONSULTANT$19,750$0$19,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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