THE INFINITY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE INFINITY FOUNDATION INC (EIN 22-3339826)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-10
- IRS object ID
- 202201309349103100
- Schema version
- 2020v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T12:13:03-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223339826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INFINITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INFI | BusinessNameControlTxt |
| Phone | 6096830548 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 NASSAU STREET NO 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAJIV MALHOTRA | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6096830548 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAJIV | PersonFirstNm |
| Person Last | MALHOTRA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA EA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,853,966 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $830,416 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,452 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $302,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,358,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,887 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,838 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,838 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,260,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,329 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,836 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,836 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $32,911 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,911 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,498 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,498 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,840 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,272 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,272 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,856 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,278 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $31 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $31 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,943 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $27,416 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $27,416 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $195,223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156,987 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $521,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $463,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,369 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,369 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $595,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $537,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $665,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $421,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,720 | CashBOYAmt |
| Cash EOY | $43,588 | CashEOYAmt |
| Cash EOYFMV | $43,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $383,587 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $383,587 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,222,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,006,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,019,784 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,246,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,970,666 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,407,007 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,761 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,756,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,404,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,853,966 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $25,864 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $43,517 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,864 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,713,385 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,378,819 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,713,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,378,819 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,756,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,404,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,713,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $665,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,378,819 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,378,819 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,327,336 | $1,049,883 | $277,453 | $277,453 |
| SALE OF PUBLICLY TRADED SECURITIES | D | $3,602 | $3,602 | $3,602 | |
| CAPITAL GAINS DIVIDENDS | P | $27,832 | $27,832 | $27,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,887 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,858 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,858 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,858 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,179 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,679 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,821 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $11,821 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.INFINITYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 6096830548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 NASSAU STREET 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAJIV MALHOTRA | ||||||||
| 174 NASSAU STREET 400 | PRINCETON | NJ | 08542 | PRESIDENT/TREASURER | 40.00 | $0 | $0 | $0 |
| INDRANI MALHOTRA | ||||||||
| 174 NASSAU STREET 400 | PRINCETON | NJ | 08542 | TRUSTEE | 25.00 | $0 | $575 | $0 |
| KABEER MALHOTRA | ||||||||
| 174 NASSAU STREET 400 | PRINCETON | NJ | 08542 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BRYAN MAIORANA | ||||||||
| 174 NASSAU STREET 400 | PRINCETON | NJ | 08542 | SECRETARY - TERM STARTED 12/20 | 40.00 | $71,348 | $10,385 | $0 |
| DANIELLE MOORE | ||||||||
| 174 NASSAU STREET 400 | PRINCETON | NJ | 08542 | SECRETARY/TREASURER - TERM ENDED 12/20 | 40.00 | $44,488 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INFINITY 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 PRESENTED AT VARIOUS CONFERENCES AND SEMINARS IN BOSTON, INDIA, AND TORONTO. RAJIV ALSO WORKED ON THE FOLLOWING BOOK PROJECTS: SANSKRIT NON-TRANSLATABLES, ARTIFICIAL INTELLIGENCE, AND INDIAN INFLUENCES ON MODERN CHRISTIANITY, MODERN WESTERN COGNITIVE SCIENCES, PSYCHOLOGY & SPIRITUALITY, INTEGRAL THEORY, AND HEGEL. | Description1Txt |
| Expenses1 | $354,426 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,276,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,682,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,682,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,242 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,582,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,858 | TotalTaxAmt |
| Distributable Before Adj | $323,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $537,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $537,381 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $537,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $308,174 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $289,017 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,139 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,067,849 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $537,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $214,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,281,961 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $15,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $34,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,232,418 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,976 | ExcessFromYear4Amt |
| Excess From Year3 | $308,174 | ExcessFromYear3Amt |
| Excess From Year2 | $289,017 | ExcessFromYear2Amt |
| Excess From Year1 | $223,139 | ExcessFromYear1Amt |
| Excess From Current Year | $214,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAJIV MALHOTRA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAJIV MALHOTRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 NASSAU STREET 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6096830548 | RecipientPhoneNum |
| Form And Info And Materials | SEE WWW.INFINITYFOUNDATION.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.INFINITYFOUNDATION.COM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANAGHA HESARAGHATTA | ||||||||||||||
| 2246 LANDSIDE DR | VALRICO | FL | 33594 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $1,750 | |||||||
| DALIA SOFER | ||||||||||||||
| 925 WEST END AVENUE APT 3E | NEW YORK | NY | 10025 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $8,000 | |||||||
| DR LAUL JADU-SINGH | ||||||||||||||
| 1631 LORRAINE STREET 1 | COLORADO SPRINGS | CO | 80905 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $1,000 | |||||||
| ELIZABETH HARMER | ||||||||||||||
| 1995 RINCON ACE | RIVERSIDE | CA | 92506 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $8,933 | |||||||
| GIULIANO DIAS DE MORALS | ||||||||||||||
| NONE | I | RESEARCH ASSISTANT - SUBTITLES AND TRANSCRIPTIONS | $6,826 | QR 214 CON J CASA 23 | SANTA MARIA | BRASILIA | BR | 72599 | ||||||
| JAYANT KALAWAR | ||||||||||||||
| 3 SCHUYLER DRIVE | PRINCETON JUNCTION | NJ | 08550 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $2,500 | |||||||
| JULIE ROZAR | ||||||||||||||
| 202 HARTWOOD DRIVE PO BOX 202 | SMALLWOOD | NY | 12778 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $1,400 | |||||||
| MEGHA PARMER | ||||||||||||||
| NONE | I | RESEARCH SCHOLAR AND EDITOR | $2,311 | 10 TODARMAL RD | BENGALI MARKET | DELHI | IN | 110001 | ||||||
| PATRICIA J MILLS | ||||||||||||||
| 125 EAST 23RD STREET SUITE 500 ROOM | NEW YORK | NY | 10010 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $3,087 | 9 | ||||||
| SHALINI PUTHIYEDAM | ||||||||||||||
| NONE | I | RESEARCH ASSISTANT | $9,182 | FLAT 4F BLOCK 3 CEERBROS ORCHID | CHENNAI | TAMIL NADU | IN | 600042 | VELACHERRY MAIN ROAD | |||||
| SUBHODEEP MUKHOPADHYAY | ||||||||||||||
| NONE | I | RESEARCH SCHOLAR AND EDITOR | $7,000 | BJ-336 SECTOR-II SALTLAKE | KOLKATA | WEST BENGAL | IN | 700091 | ||||||
| SUMESH SHARMA | ||||||||||||||
| NONE | I | RESEARCH SCHOLAR AND EDITOR | $11,950 | 6058 145TH STREET | SURREY | BC | CA | V3S4R4 | ||||||
| THOMAS LANE | ||||||||||||||
| 130 ALTO DRIVE | OAK VIEW | CA | 93022 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $9,880 | |||||||
| ZACHARY REYNA | ||||||||||||||
| 12342 S 69TH CT | PALOS HEIGHTS | IL | 60463 | NONE | I | RESEARCH SCHOLAR AND EDITOR | $550 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,369 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK & DVD SALES | Desc |
| Related Or Exempt Function Incm | $26,661 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,452 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $302,049 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FACEBOOK MONETIZATION | 15 | $4,031 |
| GOOGLE/YOUTUBE MONETIZATION | 15 | $5,146 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $403,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,661 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,491 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | INFINITY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MAHESH KRISHNAMURTHY | |||||||
| 1 | 36 COACHSIDE LANE | PITTSFORD | NY | 14534 | $37,000 | Yes (X) | |
| RAGHAVENDRA SAMETANAHALLI | |||||||
| 2 | 14021 PINEHURST CLR | BROOMFIELD | CO | 80023 | $5,000 | Yes (X) | |
| SATYAPAWAN ADUSUMILLI | |||||||
| 3 | 2011 NORTHGATE DRIVE APT D | GREENSBURG | IN | 47240 | $7,812 | Yes (X) | |
| SHRITA CHARITABLE FOUNDATION | |||||||
| 4 | 435 DEVON PARK DRIVE SUITE 415 | WAYNE | PA | 19087 | $10,000 | Yes (X) | |
| ADITI BANERJEE | |||||||
| 5 | 41 SCOTT AVENUE | PRINCETON JUNCTION | NJ | 08550 | $20,000 | Yes (X) | |
| HITESH VASHISHTHA | |||||||
| 6 | 1817 ROCKFORD COURT | ALLEN | TX | 75013 | $5,000 | Yes (X) | |
| KAMALA KANT VIJAI | |||||||
| 7 | 9713 GAVIN STONE AVENUE | LAS VEGAS | NV | 89145 | $10,000 | Yes (X) | |
| PRASHANT BANERJEE | |||||||
| 8 | 708 KRISTIN COURT | WESTMONT | IL | 60559 | $5,000 | Yes (X) | |
| PHANIDHAR KANDALA | |||||||
| 9 | 233 SCENIC VIEW DRIVE | ATLANTA | GA | 30339 | $14,144 | Yes (X) | |
| BHAGWAN REDDY DONTHI | |||||||
| 10 | 7112 ARCHES AVENUE | IRVING | TX | 75063 | $10,000 | Yes (X) | |
| RAM GUPTA | |||||||
| 11 | 71 OVERLOOK DRIVE | CARLISLE | MA | 01741 | $36,500 | Yes (X) | |
| NARESH VASHISHT | |||||||
| 12 | 5920 MARINA BAY CT | ARLINGTON | TX | 76013 | $250,000 | Yes (X) | |
| ARUN MAHESHWARI | |||||||
| 13 | 19713 TESORO WAY | ESTORO | FL | 33967 | $10,000 | Yes (X) | |
| RAJ BOMMAKANTI | |||||||
| 14 | 16402 SIGNATURE COURT | ROCKVILLE | MD | 20853 | $10,000 | Yes (X) | |
| BVM FOUNDATION | |||||||
| 15 | C/O FIDUCIARY TRUST CO PO BOX 55806 | BOSTON | MA | 02205 | $5,000 | Yes (X) | |
| PREETHI SUBRAMANIAN | |||||||
| 16 | 2255 W GERMANN ROAD APT 2081 | CHANDLER | AZ | 85285 | $5,043 | Yes (X) | |
| SANGITA KEJRIWAL | |||||||
| 17 | 14016 HUGHES LANE | DALLAS | TX | 75254 | $100,000 | Yes (X) | |
| RAJIV MALHOTRA | |||||||
| 18 | 53 WHITE OAK DRIVE | PRINCETON | NJ | 08540 | $40,000 | Yes (X) | |
| US SMALL BUSINESS ADMINISTRATION | |||||||
| 19 | 409 3RD STREET SW | WASHINGTON | DC | 20416 | $43,517 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 16 | ContributorNum |
| Noncash Property | 50 SHARES OF INTEL CORP (TRANSFERRED 1/6/21) AND 50 SHARES OF INTEL CORP (TRANSFERRED 5/26/21) | NoncashPropertyDesc |
| Fair Market Value | $5,043 | FairMarketValueAmt |
| Received | 2021-05-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX PREP FEES | $22,794 | $0 | $22,794 |
| ACCOUNTING AND BOOKEEPING SERVICES | $11,478 | $0 | $11,478 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | UNDISTRIBUTED INCOME - LINE 7 | IdentifierTxt |
| Form And Line Reference | PART XIII | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION RECEIVED CONTRIBUTIONS FROM TWO PRIVATE FOUNDATIONS TOTALING $15,000 WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942 (A)-3(D) THE FOUNDATION IS ELECTED TO TREAT THE $15,000 NOT AS A QUALIFYING DISTRIBUTION BUT A DISTRIBUTION OUT OF CORPUS. PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE INFINITY FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2015 $15,000 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT) 689 SHRS | $73,817 | $79,875 |
| ALPHABET INC CAP STK CL A (GOOGL) 130 SHRS | $63,091 | $317,433 |
| APPLE INC. (AAPL) 3500 SHRS | $8,149 | $479,360 |
| APPLIED MATERIALS INC (AMAT) 1608 SHRS | $70,728 | $228,979 |
| APTIV PLC SHS (APTV) 612 SHRS | $54,394 | $96,286 |
| ARISTA NETWORKS INC COM (ANET) 100 SHRS | $27,054 | $36,231 |
| BIOGEN IDEC INC (BIIB) 210 SHRS | $49,287 | $72,717 |
| BLACKROCK INC (BLK) 116 SHRS | $63,894 | $101,497 |
| BOEING CO. (BA) 335 SHRS | $41,159 | $80,253 |
| BOOKING HOLDINGS INC (BKNG) 34 SHRS | $49,333 | $74,395 |
| BRISTOL MYERS SQUIBB CO. (BMY) 1250 SHRS | $70,680 | $83,525 |
| CHARLES SCHWAB CORP. (SCHW) 1504 SHRS | $73,189 | $109,506 |
| CHEVRON CORP (CVX) 935 SHRS | $69,457 | $97,932 |
| CHUBB LIMITED (CB) 400 SHRS | $46,931 | $63,576 |
| CISCO SYSTEMS (CSCO) 1500 SHRS | $32,540 | $79,500 |
| COLGATE PALMOLIVE CO. (CL) 1005 SHRS | $28,960 | $81,757 |
| COMCAST CORP-CL A (CMCSA) 1217 SHRS | $46,125 | $69,393 |
| COSTCO WHOLESALE CORP (COST) 310 SHRS | $46,740 | $122,658 |
| CUMMINS INC (CMI) 356 SHRS | $50,548 | $86,796 |
| CVS CORP (CVS) 1295 SHRS | $79,182 | $108,055 |
| DOLLAR TREE INC (DLTR) 1050 SHRS | $75,459 | $104,475 |
| EDWARDS LIFESCIENCES CP (EW) 900 SHRS | $25,043 | $93,213 |
| ELANCO ANIMAL HEALTH INC (ELAN) 2230 SHRS | $63,664 | $77,359 |
| FACEBOOK INC -A (FB) 253 SHRS | $43,930 | $87,971 |
| HOME DEPOT INC. (HD) 500 SHRS | $57,810 | $159,445 |
| HONEYWELL INTERNATIONAL INC (HON) 350 SHRS | $15,509 | $76,772 |
| INTEL CORP (INTC) 315 SHRS | $12,140 | $17,684 |
| JOHNSON & JOHNSON (JNJ) 500 SHRS | $42,531 | $82,370 |
| JPMORGAN CHASE & CO (JPM) 700 SHRS | $44,240 | $108,878 |
| LABORATORY CORP OF AMERICA HOLDINGS (LH) 365 SHRS | $62,748 | $100,685 |
| MASTERCARD INC-CL A (MA) 400 SHRS | $33,405 | $146,036 |
| MICROSOFT CORP. (MSFT) 900 SHRS | $22,881 | $243,810 |
| ORACLE CORP (ORCL) 851 SHRS | $45,520 | $66,242 |
| PAYPAL HOLDINGS INC (PYPL) 945 SHRS | $29,610 | $275,449 |
| PEPSICO INC. (PEP) 700 SHRS | $37,278 | $103,719 |
| PNC FINANCIAL SERVICES (PNC) 700 SHRS | $60,284 | $133,532 |
| PROCTER & GAMBLE CO. (PG) 655 SHRS | $36,145 | $88,379 |
| QUALCOMM CORP. (QCOM) 250 SHRS | $8,590 | $35,732 |
| RAYTHEON TECHNOLOGIES CORP (RTX) 650 SHRS | $31,452 | $55,451 |
| SHERWIN WILLIAMS CO. (SHW) 300 SHRS | $22,773 | $81,735 |
| SKYWORKS SOLUTIONS INC (SWKS) 230 SHRS | $33,180 | $44,103 |
| TJX COS INC (TJX) 1440 SHRS | $52,270 | $97,085 |
| UNION PACIFIC CORP (UNP) 588 SHRS | $85,451 | $129,319 |
| WALT DISNEY CO (DIS) 800 SHRS | $19,671 | $140,616 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB SMALL CAP VALUE PORTFOLIO (SCYVX) 16639.732 SHRS | AT COST | $187,863 | $277,218 |
| DFA INTERNATIONAL CORE (DFIEX) 6957.873 SHRS | AT COST | $93,931 | $112,022 |
| FIRST TR NORTH AMERICAN ENERGY INFRA ETF (EMLP) 4179 SHRS | AT COST | $87,117 | $102,217 |
| GLENMEDE CORE FIXED INCOME (GTCGX) 41795.727 SHRS | AT COST | $467,519 | $467,694 |
| GQG EMERGING MARKETS (GQGIX) 5696.257 SHRS | AT COST | $93,931 | $106,349 |
| HARTFORD SCHRODERS INTL (SIDRX) 21844.485 SHRS | AT COST | $187,863 | $229,367 |
| ISHARES S & P SMALLCAP (IJT) 134 SHRS | AT COST | $12,286 | $17,772 |
| ISHARES S & P SMALLCAP 600 (IJR) 5300 SHRS | AT COST | $431,840 | $598,794 |
| JEWISH COMMUNITY CENTER OF GREATER MERCER | AT COST | $28,989 | $31,059 |
| MATTHEWS JAPAN FUND INST (MIJFX) 4059.347 SHRS | AT COST | $102,914 | $96,978 |
| MATTHEWS PACIFIC TIGER FD - (MIPTX) 4953.295 SHRS | AT COST | $117,615 | $182,628 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND (WCMIX) 6753.366 SHRS | AT COST | $158,798 | $184,909 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28,840 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,840 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE | Desc |
| BOY Book Value | $2,761 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| D&O AND BUSINESS INSURANCE | $5,105 | $0 | $5,105 |
| OFFICE AND EQUIPMENT EXPENSES | $77,534 | $0 | $39,298 |
| BANK FEES | $1,691 | $0 | $1,691 |
| PROGRAM EXPENSE - RESEARCH BOOKS | $260 | $0 | $260 |
| POSTAGE AND DELIVERY | $5,968 | $0 | $5,968 |
| PAYROLL AND 401K ADMINISTRATION | $6,150 | $0 | $6,150 |
| STORAGE EXPENSES | $3,882 | $0 | $3,882 |
| COMMUNICATION EXPENSES | $23,196 | $0 | $23,196 |
| DUES AND SUBSCRIPTIONS | $611 | $0 | $611 |
| PAYPAL FEES | $5,144 | $0 | $5,144 |
| OUTREACH | $65,632 | $0 | $65,632 |
| LICENSES & PERMITS | $50 | $0 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BOOK & DVD SALES | $26,661 | $26,661 | $26,661 |
| FACEBOOK MONETIZATION | $4,031 | $4,031 | $4,031 |
| GOOGLE/YOUTUBE MONETIZATION | $5,146 | $5,146 | $5,146 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN PAYABLE | Desc |
| BOY Book Value | $43,517 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $15,856 | $15,856 | $0 |
| CHARITY REGISTRATION SERVICES | $2,397 | $0 | $2,397 |
| RESEARCH ASSISTANT SERVICES | $28,881 | $0 | $28,881 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,000 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAX | $1,000 | $0 | $0 |
Comments