5RIVERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- 5RIVERS FOUNDATION (EIN 45-3723090)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-20
- IRS object ID
- 202222939349101352
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T15:54:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453723090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5Rivers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % 5Rivers Foundation | InCareOfNm |
| Business Name Control | 5RIV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5475 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | parveen khanuja | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | parveen | PersonFirstNm |
| Person Last | khanuja | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $7,364,550 | 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 | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $790 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $790 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,963 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $37,937 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $110 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,827 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,827 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $275,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $275,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $275,943 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,091,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,863,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,088,607 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,366,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,139,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,364,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,366,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,139,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,366,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,366,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,139,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,366,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,500 | OtherIncreasesAmt |
| Subtotal | $2,139,265 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,139,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $236,715 | GrossSalesPriceAmt |
| Cost Or Other Basis | $215,442 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,273 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,273 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,273 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,430 | SubtotalAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,482 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,482 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52 | OverpaymentAmt |
| Applied To ES Tax | $52 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5Rivers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 5475 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Jasleen Khanuja | ||||||||
| PO Box 5475 | Scottsdale | AZ | 85261 | VP | 1.0 | $0 | $0 | $0 |
| Neel-Preet Khanuja | ||||||||
| PO Box 5475 | Scottsdale | AZ | 85261 | VP | 1.0 | $0 | $0 | $0 |
| Parveen Khanuja | ||||||||
| PO Box 5475 | Scottsdale | AZ | 85261 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Parvinderjit Khanuja | ||||||||
| PO Box 5475 | Scottsdale | AZ | 85261 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,511,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,741,048 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,741,048 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,639,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,430 | TotalTaxAmt |
| Distributable Before Adj | $330,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $335,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $325,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $243,907 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $325,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $243,907 | AppliedToYear1Amt |
| Applied To Current Year | $82,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $253,057 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Parveen Khanuja | ContributingManagerNm |
| Contributing Manager | Parvinderjit Khanuja | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT APPLICATIONS-PARVEEN KHANUJa | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 55 WALLS DR | AddressLine1Txt |
| City | fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | HTTP://WWW.5RIVERSFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTP://WWW.5RIVERSFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | HTTP://WWW.5RIVERSFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| P Singh | ||||||||
| BOSTON UNIVERSITY TRUSTEES OF BOSTO | 595 COMMONWEALTH AVE STE 700 W E | BOSTON | MA | 02215 | NONE | I | Scholarship grant | $2,000 |
| A Gill | ||||||||
| CAL POLY CORPORATION | 1 GRAND AVE | SAN LUIS OBISPO | CA | 93407 | none | I | Scholarship grant | $2,000 |
| D Kaur | ||||||||
| CALIFORNIA STATE UNIVERSITY FRESNO | 5150 N MAPLE AVE M/S JA58 | FRESNO | CA | 93740 | NONE | I | Scholarship Grant | $3,000 |
| S Kaur | ||||||||
| CALIFORNIA STATE UNIVERSITY - BAKER | 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | none | I | Scholarship grant | $3,500 |
| H Dhand | ||||||||
| CSU BAKERSFIELD AUXILIARY FOR SPONS | 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | NONE | I | Scholarship grant | $2,000 |
| DASVANDH NETWORK | ||||||||
| 4429 HYCLIFFE DR | TROY | MI | 48098 | N/A | PC | General & Unrestricted | $80,000 | |
| S Kaur | ||||||||
| DREXEL UNIVERSITY | 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | I | Scholarship Grant | $2,000 |
| G Kaur Grewal | ||||||||
| EDINBORO UNIVERSITY FOUNDATION | 210 MEADVILLE ST | EDINBORO | PA | 16412 | NONE | I | Scholarship grant | $2,000 |
| G Kaur | ||||||||
| EDWARD VIA VIRGINIA COLLEGE OF OSTE | 2265 KRAFT DR | BLACKSBURG | VA | 24060 | NONE | I | Scholarship grant | $3,000 |
| P KAUR | ||||||||
| FOUNDATION OF THE STATE UNIVERSITY | PO BOX 6005 | BINGHAMTON | NY | 13902 | NONE | I | Scholarship grant | $2,000 |
| G Dadra | ||||||||
| GEORGE MASON UNIVERSITY | 4400 UNIVERSITY DR MS 2E1 | FAIRFAX | VA | 22030 | NONE | I | Scholarship grant | $2,000 |
| GLOBAL INDIA FUND INC | ||||||||
| 5162 38TH ST N | ARLINGTON | VA | 22207 | N/A | PC | COVID Punjab | $70,000 | |
| A Singh | ||||||||
| HOFSTRA UNIVERSITY | 126 HOFSTRA UNIVERSITY MEMORIAL HAL | HEMPSTEAD | NY | 11549 | NONE | I | Scholarship grant | $1,000 |
| L Kaur | ||||||||
| MICHIGAN STATE UNIVERSITY | 409 W CIR DR | EAST LANSING | MI | 48824 | NONE | I | Scholarship grant | $3,000 |
| K Singh | ||||||||
| MONTGOMERY COLLEGE FOUNDATION INC | 9221 CORPORATE BLVD | ROCKVILLE | MD | 20850 | NONE | I | Scholarship grant | $3,000 |
| NANAK PRACHAR SABHA INC | ||||||||
| 2829 N SAN FERNANDO RD STE 101 | LOS ANGELES | CA | 90065 | N/A | PC | Langar in India | $5,000 | |
| NANAK PRACHAR SABHA INC | ||||||||
| 2829 N SAN FERNANDO RD STE 101 | LOS ANGELES | CA | 90065 | N/A | PC | Education Fund | $5,000 | |
| V Singh | ||||||||
| NASSAU COMMUNITY COLLEGE FOUNDATION | 364 RICE CIR | GARDEN CITY | NY | 11530 | NONE | I | Scholarship grant | $1,000 |
| P Singh | ||||||||
| NASSAU COMMUNITY COLLEGE FOUNDATION | 364 RICE CIR | GARDEN CITY | NY | 11530 | NONE | I | Scholarship grant | $2,000 |
| M Singh Alag | ||||||||
| NORTH CAROLINA STATE UNIVERSITY | BOX 7503 | RALEIGH | NC | 27695 | NONE | I | Scholarship grant | $1,490 |
| A Singh | ||||||||
| OBERLIN COLLEGE | 173 W LORAIN ST | OBERLIN | OH | 44074 | NONE | I | Scholarship grant | $2,000 |
| K Pannu | ||||||||
| OHLONE COLLEGE FOUNDATION | 43600 MISSION BLVD | FREMONT | CA | 94539 | NONE | I | Scholarship grant | $2,000 |
| PUNJABI SEVA INC | ||||||||
| 13236 N 7TH ST STE 4-272 | PHOENIX | AZ | 85022 | N/A | PC | General & Unrestricted | $7,000 | |
| PUNJABI SEVA INC | ||||||||
| 13236 N 7TH ST STE 4-272 | PHOENIX | AZ | 85022 | N/A | PC | Social services | $5,000 | |
| J Kaur Dhand | ||||||||
| REGENTS OF THE UNIVERSITY OF CALIFO | 1 SHIELDS AVE | DAVIS | CA | 95616 | NONE | I | Scholarship grant | $1,500 |
| P Kaur Cheema | ||||||||
| REGENTS OF THE UNIVERSITY OF CALIFO | 201 SPROUL HALL 1960 | BERKELEY | CA | 94720 | NONE | I | Scholarship Grant | $3,000 |
| S Singh Bains | ||||||||
| REGENTS OF THE UNIVERSITY OF CALIFO | 141 INNOVATION DR STE 250 | IRVINE | CA | 92617 | NONE | I | Scholarship grant | $2,000 |
| G Singh Sangha | ||||||||
| REGENTS OF THE UNIVERSITY OF CALIFO | 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | I | Scholarship grant | $5,000 |
| T Singh Bainiwal | ||||||||
| REGENTS OF THE UNIVERSITY OF CALIFO | 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | NONE | I | Scholarship grant | $5,000 |
| S Singh | ||||||||
| REGENTS OF THE UNIVERSITY OF MICHIG | 3003 S STATE ST STE 8000 | ANN ARBOR | MI | 48109 | NONE | I | Scholarship grant | $2,000 |
| R Jon | ||||||||
| SAN DIEGO STATE UNIVERSITY | 5500 CAMPANILE DR | SAN DIEGO | CA | 92182 | NONE | I | Scholarship grant | $2,000 |
| B Singh | ||||||||
| SAN JOSE STATE UNIVERSITY | 1 WASHINGTON SQ | SAN JOSE | CA | 95192 | NONE | I | Scholarship Grant | $2,000 |
| SIKH RESEARCH INSTITUTE SRI | ||||||||
| 470 SCHOOLEYS MT RD | HACKETTSTOWN | NJ | 07840 | N/A | PC | General & Unrestricted | $10,000 | |
| M Singh Khalsa | ||||||||
| ST CLOUD STATE UNIVERSITY FOUNDATIO | 720 4TH AVE S | SAINT CLOUD | MN | 56301 | NONE | I | Scholarship grant | $2,000 |
| H Singh | ||||||||
| STONY BROOK UNIVERSITY | PO BOX 619 | STONY BROOK | NY | 11790 | NONE | I | Scholarship grant | $1,000 |
| M Singh Rai | ||||||||
| TRUSTEES OF TUFTS COLLEGE | PO BOX 3306 | BOSTON | MA | 02241 | NONE | I | Scholarship grant | $10,000 |
| H Kaur Kamboj | ||||||||
| UNION THEOLOGICAL SEMINARY | 3041 BROADWAY | NEW YORK | NY | 10027 | NONE | I | Scholarship grant | $2,000 |
| H Kaur | ||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY F | 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 94704 | NONE | I | Scholarship grant | $2,000 |
| A Sandhu | ||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY F | 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 94704 | NONE | I | Scholarship grant | $2,000 |
| S Kang | ||||||||
| UNIVERSITY OF CALIFORNIA IRVINE FOU | 100 THEORY STE 250 | IRVINE | CA | 92617 | NONE | I | Scholarship grant | $2,000 |
| V Singh Khella | ||||||||
| UNIVERSITY OF CALIFORNIA MERCED FOU | 5200 N LAKE ROAD | MERCED | CA | 95343 | NONE | I | Scholarship grant | $1,500 |
| G Kaur Khella | ||||||||
| UNIVERSITY OF CALIFORNIA MERCED FOU | 5200 N LAKE ROAD | MERCED | CA | 95343 | NONE | I | Scholarship grant | $1,500 |
| I Myra Kaur Hayer | ||||||||
| UNIVERSITY OF CALIFORNIA SAN FRANCI | PO BOX 45339 | SAN FRANCISCO | CA | 94145 | NONE | I | Scholarship grant | $2,000 |
| A Kaur | ||||||||
| UNIVERSITY OF FLORIDA | STE 1250 EAST CAMPUS BUILDING | GAINESVILLE | FL | 32611 | NONE | I | Scholarship Grant | $2,000 |
| K Singh | ||||||||
| UNIVERSITY OF MARYLAND - COLLEGE PA | 1109 LEE BLDG | COLLEGE PARK | MD | 20742 | NONE | I | Scholarship Grant | $4,000 |
| S Gill | ||||||||
| UNIVERSITY OF SAN FRANCISCO | 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | NONE | I | Scholarship grant | $2,000 |
| P Singh | ||||||||
| UNIVERSITY OF SOUTH FLORIDA | 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | I | Prabhsimran SIngh | $5,000 |
| R Gangar | ||||||||
| UNIVERSITY OF TEXAS AT DALLAS | 800 W CAMPBELL RD | RICHARDSON | TX | 75080 | NONE | I | Scholarship grant | $2,000 |
| S Kang | ||||||||
| UNIVERSITY OF THE PACIFIC | 3601 PACIFIC AVE | STOCKTON | CA | 95211 | NONE | I | Scholarship grant | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,090 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $790 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,693 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $229,431 | $901,324 |
| INVESCO INDIA ETF | $52,980 | $80,250 |
| INVESCO QQQ TRUST | $225,020 | $1,591,401 |
| ISHARES MSCI EMERGING MARKETS | $151,740 | $195,400 |
| ISHARES TRUST MSCI EAFE INDEX | $197,580 | $314,720 |
| MICROSOFT CORP | $51,750 | $672,640 |
| MORGAN STANLEY | $62,920 | $392,640 |
| PFIZER INC | $39,311 | $118,100 |
| SPDR S&P 500 ETF TRUST | $62,005 | $237,480 |
| SPDR S&P MIDCAP 400 EFT TRUST | $78,718 | $258,840 |
| UNITEDHEALTH GROUP INC | $97,000 | $1,004,280 |
| VANGUARD FTSE EMERGING MARKETS | $81,780 | $98,920 |
| VANGUARD FTSE EUROPEAN ETF | $204,790 | $272,960 |
| VANGUARD FTSE PACIFIC ETF | $51,340 | $78,010 |
| VANGUARD MID-CAP ETF | $80,620 | $254,770 |
| VANGUARD MID-CAP GROWTH ETF | $59,495 | $254,620 |
| VANGUARD SMALL-CAP VALUE ETF | $133,685 | $357,700 |
| VIATRIS ORD SHS | $2,157 | $3,355 |
| WABTEC | $1,000 | $1,197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $37,802 | $37,802 | |
| Bank Charges | $110 | $110 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $4,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2021 | CategoryTxt |
| Amt | $800 | Amt |
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