2022-11-15T13:38:41-06:00 2021-12-31 270332764 MURLI M TIWARI CPA INC 6840 INDIANA AVE STE 255 RIVERSIDE CA 92506 990PF 2021-01-01 461430787 RAKESH & NEELAM GUPTA FAMILY FOUNDATION RAKE 9516545590 341 E MAIN STREET STE 100 SAN JACINTO CA 92583 RAKESH C GUPTA PRESIDENT 9516545590 2022-11-15 1 RAKESH GUPTA 999009999 MURLI M TIWARI P00170717 9514058506 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 3797088 X 500367 1340 1340 62988 62988 111498 949216 111498 11014 11014 0 687207 186840 0 0 0 0 0 1250 0 0 1250 16973 16885 0 88 18223 16885 0 1338 172616 172616 190839 16885 0 173954 496368 169955 0 1150219 1254065 1254065 2077803 2470325 2543023 3228022 3724390 3797088 0 0 X 0 0 0 0 3228022 3724390 3228022 3724390 3228022 3724390 3228022 496368 0 3724390 0 3724390 GS FINANCE CORP 3YR P 2020-11-20 2021-05-25 50000 50000 0 0 GS FINANCE CORP 5YR P 2018-07-20 2021-08-23 63500 56064 7436 7436 GS FINANCE CORP 18M P 2020-02-21 2021-08-31 56500 50000 6500 6500 HSBC USA INC 4Y P 2018-07-20 2021-07-27 69500 50000 19500 19500 HSBC USA INC 3Y P 2018-07-20 2021-01-27 50000 50000 0 0 USB AG 5Y S&P 500 P 2020-11-20 2021-11-26 54000 50000 4000 4000 BAIRD FDS INC P 2020-12-18 2021-04-28 85176 87224 -2048 -2048 COLUMBIA SELECT LARGE P 2020-12-15 2021-07-09 177 183 -6 -6 COLUMBIA SELECT LARGE P 2020-12-15 2021-08-02 1101 1139 -38 -38 FIDELITY ADVISOR BOND P 2020-12-18 2021-05-25 86151 87865 -1714 -1714 LOOMIS SAYLES FDS II P 2021-03-26 2021-05-26 86681 91707 -5026 -5026 METROPOLITIAN WEST P 2020-12-18 2021-04-28 85895 87865 -1970 -1970 WELLS FARGO FUNDS CORE PLUS P 2020-12-15 2021-05-25 86442 87801 -1359 -1359 WELLS FARGO GROWTH FUND P 2020-12-21 2021-07-29 98852 87870 10982 10982 CAPITAL GAINS DIVIDENDS P 75241 75241 75241 111498 2362 0 2362 0 2362 1000 0 0 0 1000 84 1446 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 1 0 0 1 N/A RAKESH C GUPTA 9516545590 341 E MAIN STREET STE 100 SAN JACINTO CA 92583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAKESH C GUPTA 43115 PARTRIDGE RANCH RD HEMET CA 92544 PRESIDENT & DIRECTOR 1.00 0 0 0 NEELAM GUPTA 43115 PARTRIDGE RANCH RD HEMET CA 92544 SECRETARY & DIRECTOR 1.00 0 0 0 RAKESH C GUPTA 43115 PARTRIDGE RANCH RD HEMET CA 92544 TREASURER 0.30 0 0 0 VIVEK GUPTA 43115 PARTRIDGE RANCH RD HEMET CA 92544 DIRECTOR 0.30 0 0 0 NONE 0 NONE 0 0 2544023 939731 0 3483754 0 0 3483754 52256 3431498 171575 171575 2362 2362 169213 0 169213 0 169213 173954 0 173954 169213 0 0 18097 144860 162957 173954 0 0 0 169213 4741 0 0 167698 0 0 0 0 0 0 0 167698 18097 144860 4741 X ALL WORLD GAYATRI PARIVAR USA 2446 WEST ORANGE AVENUE ANAHEIM CA 92804 NONE CHARITABLE RELIGIOUS TO PROMOTE RELIGIOUS & SOCIAL SERVICES 501 AUM SPIRITUAL CENTER INC 138 S BUENA VISTA HEMET CA 92543 NONE CHARITABLE RELIGIOUS TO PROMOTE RELIGIOUS AND HINDU CULTURAL ACTIVITIES AND SERVICES 170000 BLIND FOUNDATION 5300 ANGELES VISTA BLVD LOS ANGELES CA 90043 NONE CHARITABLE FOUNDATIO TO HELP NEEDY PEOPLE 250 EKAL VIDHYALAYA FOUNDATION USA PO BOX 821369 HOUSTON TX 77282 NONE CHARITABLE FOUNDATIO TO PROMOTE EDUCATION FOR NEEDY 865 HINDU SOCIETY OF INLAND EMPIRE INCSHRI LAKSHMI NARAYAN MANDIR 9292 MAGNOLIA AVE RIVERSIDE CA 92503 NONE CHARITABLE RELIGIOUS TO PROMOTE RELIGIOUS & SOCIAL SERVICES 500 HEMET HIGH SCHOOL STATSON AVE HEMET CA 92543 NONE PUBLIC HIGH SCHOOL TO PROMORE SHCOOL EDUCATION 500 172616 0 14 1340 14 62988 14 11014 14 75241 36257 0 150583 36257 186840 3 TO PROMOTE CHARITABLE AND RELIGIOUS ACTIVITIES 0 0 0 0 0 0 0 0 0 0 X X 1 RAKESH & NEELAM GUPTA 43115 PARTRIDGE RANCH ROAD HEMET CA 92544 500367 X ACCOUNTING 1250 0 0 1250 INVESTMENT EXPENSES- ADVISORY FEES 15848 15848 0 0 IRS INCOME TAXES 1037 1037 0 0 BANK FEES 88 0 0 88 CONTRACT FEES- MISCELLANEOUS INCOME 10237 10237 NON DIVIDEND DISTRIBUTION 777 777 RAKESH NEELAM GUPTA 43115 PARTRIDGE RANCH ROAD HEMET CA 92544