THE VASANT AND PRABHA RATHI FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: THE VASANT AND PRABHA RATHI FOUNDATION (EIN 81-3878588)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-06-16
IRS object ID: 202131689349100503
Schema version: 2020v4.1
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-06-16T07:52:59-05:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	813878588	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Vasant and Prabha Rathi Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	VASA	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	VASANT RATHI	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2021-06-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	VASANT	PersonFirstNm
Person Last	RATHI	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	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	$19,797,613	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	$942,076	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4,867	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4,867	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$192,880	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$192,880	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$723,977	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,506,007	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,133,991	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,863,800	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,331,738	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$145,906	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$145,906	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$6,667	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,067	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$40,031	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$70	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$39,961	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$192,604	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$147,043	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$39,961	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$611,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$611,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$804,104	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$147,043	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$651,461	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,059,696	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,184,695	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$516,248	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,830,450	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,830,450	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$1,275,790	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$577,295	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$616,111	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$8,306,833	CorporateStockBOYAmt
Corporate Stock EOY	$9,348,635	CorporateStockEOYAmt
Corporate Stock EOYFMV	$16,414,692	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,402,737	CorporateBondsBOYAmt
Corporate Bonds EOY	$901,252	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$936,360	CorporateBondsEOYFMVAmt
Total Assets BOY	$11,501,608	TotalAssetsBOYAmt
Total Assets EOY	$12,657,632	TotalAssetsEOYAmt
Total Assets EOYFMV	$19,797,613	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$75,393	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$171,721	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$75,393	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$171,721	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$11,426,215	RetainedEarningBOYAmt
Retained Earning EOY	$12,485,911	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,426,215	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$12,485,911	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,501,608	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$12,657,632	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,426,215	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,059,696	ExcessRevenueOverExpensesAmt
Subtotal	$12,485,911	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$12,485,911	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	$3,506,007	GrossSalesPriceAmt
Cost Or Other Basis	$2,372,016	CostOrOtherBasisAmt
Gain Or Loss	$1,133,991	GainOrLossAmt
Gains Minus Excess Or Losses	$1,133,991	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,133,991	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$16,467	InvestmentIncomeExciseTaxAmt
Subtotal	$16,467	SubtotalAmt
Tax Based On Investment Income	$16,467	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,011	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$10,820	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$16,831	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$364	OverpaymentAmt
Applied To ES Tax	$364	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	Yes (true)	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	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	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	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
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

Field	Value	IRS element (for citing)
Person	Vasant Rathi	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Title	Dir, Pres, Sec, Treas	TitleTxt
Average Hrs Per Wk Devoted To Pos	1.0	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UBS Financial Services	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	251 South Lake Avenue 10th Floor	AddressLine1Txt
City	PASADENA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	911013003	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Investment MGMT	ServiceTypeTxt
Compensation	$116,798	CompensationAmt

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	$14,334,282	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,194,338	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$16,528,620	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$16,528,620	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$247,929	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$16,280,691	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$814,035	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$814,035	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$16,467	TaxBasedOnInvestmentIncomeAmt
Total Tax	$16,467	TotalTaxAmt
Distributable Before Adj	$797,568	DistributableBeforeAdjAmt
Distributable Before Ded	$797,568	DistributableBeforeDedAmt
Distributable As Adjusted	$797,568	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$651,461	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	$651,461	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$651,461	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$797,568	DistributableAsAdjustedAmt
Undistributed Income PY	$634,749	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Qualifying Distributions	$651,461	QualifyingDistributionsAmt
Applied To Year1	$634,749	AppliedToYear1Amt
Applied To Current Year	$16,712	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$780,856	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	Vasant Rathi	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AKSHAYA PATRA FOUNDATION USA
6800 OWENSMOUTH AVE STE 230	CANOGA PARK	CA	91303	N/A	PC	Specifically for the COVID-19 fund	$25,000
AKSHAYA PATRA FOUNDATION USA
6800 OWENSMOUTH AVE STE 230	CANOGA PARK	CA	91303	N/A	PC	Specially to help in Maharashra due to COVID	$25,000
ALL WORLD GAYATRI PARIWAR U S A
2446 W ORANGE AVE	ANAHEIM	CA	92804	N/A	PC	Specially for temple well being and construction	$5,000
EKAL VIDYALAYA FOUNDATION OF USA INC
PO BOX 821369	HOUSTON	TX	77282	N/A	PC	Specially for Ekal schools in Nasik, Maharashra	$25,000
HABITAT FOR HUMANITY INTERNATIONAL INC
2200 S RITCHEY ST	SANTA ANA	CA	92705	N/A	PC	General & Unrestricted	$10,000
INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS OF
3764 WATSEKA AVE	LOS ANGELES	CA	90034	N/A	PC	General & Unrestricted	$10,000
JAIN CENTER OF SOUTHERN CALIFORNIA
PO BOX 549	BUENA PARK	CA	90621	N/A	PC	Coronavirus Humanitarian Fund	$25,000
KRISHNA BHAKTI SEVA SANGH
2940 LINDEN DR	NEW BRIGHTON	MN	55112	N/A	PC	General & Unrestricted	$5,000
LOS ANGELES MISSION INC
PO BOX 60127	LOS ANGELES	CA	90060	N/A	PC	General & Unrestricted	$5,000
MAHESHWARY MAHASABHA OF NORTH AMERICA INC
1115 GRAND HAMPTONS DR	HERNDON	VA	20170	N/A	PC	Education foundation for qualified Maheshwari graduate students Scholarship Fund	$10,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
PO BOX 5030	HAGERSTOWN	MD	21741	N/A	PC	General & Unrestricted	$10,000
PARAM SHAKTI PEETH OF AMERICA FOUNDATION
8260 NW 49TH MNR	CORAL SPRINGS	FL	33067	N/A	PC	Specially helping Didima for serving all the families in this difficult CORONA time	$51,000
PRATHAM USA
9703 RICHMOND AVE STE 102	HOUSTON	TX	77042	N/A	PC	General education program set up in Yeola (Nasik Dist) in Maharashtra as per agreed program	$51,000
PULMONARY FIBROSIS NOW INC
4880 MURRIETA ST	CHINO	CA	91710	N/A	PC	General & Unrestricted	$65,000
RADHA KRISHNA MANDIR
PO BOX 743	ARTESIA	CA	90702	N/A	PC	Krishna Mandir Building funds.	$5,000
RAM RAJYA FOUNDATION OF CALIFORNIA
25373 GENTIAN AVE	MORENO VALLEY	CA	92551	N/A	PC	General & Unrestricted	$5,000
SANKARA EYE FOUNDATION USA
1900 MCCARTHY BLVD STE 302	MILPITAS	CA	95035	N/A	PC	Specially given for the Hospital for Eye care in Bihar	$100,000
SARATHI YOGA FOUNDATION
23 PROSA	IRVINE	CA	92620	N/A	PC	General & Unrestricted	$10,000
SEWA INTERNATIONAL INC
100 W OAKS MALL	HOUSTON	TX	77082	N/A	PC	General & Unrestricted	$5,000
SHARE A SMILE
45 RIVER DR S APT 3010	JERSEY CITY	NJ	07310	N/A	PC	For COVID related help for needy families in Maharashtra	$25,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVE	PLACENTIA	CA	92870	N/A	PC	General & Unrestricted	$2,500
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVE	PLACENTIA	CA	92870	N/A	PC	Charitable Event	$10,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVE	PLACENTIA	CA	92870	N/A	PC	Charitable Event	$21,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVE	PLACENTIA	CA	92870	N/A	PC	Charitable Event	$10,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVE	PLACENTIA	CA	92870	N/A	PC	Shikhar Alter and Mataji Alter	$10,000
SOMEONE CARES SOUP KITCHEN
PO BOX 11267	COSTA MESA	CA	92627	N/A	PC	General & Unrestricted	$5,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVE	PASADENA	CA	91105	N/A	PC	General & Unrestricted	$5,000
VED VIGNAN MAHAVIDYAPEETH
12 MURPHY DR	NASHUA	NH	03062	N/A	PC	General & Unrestricted	$51,000
VOICE OF SPECIALLY ABLED PEOPLE INC
22734 STAGG ST	WEST HILLS	CA	91304	N/A	PC	Charitable Event	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$611,500	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	$4,867	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$192,880	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 Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$723,977	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	$921,724	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$921,724	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	Rathi Family Trust Dated 11151991	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	4480 Murrieta Street	AddressLine1Txt
City	Chino	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91710	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$942,076	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	ADOBE SYSTEMS, INC ADBE, 518 sh.	$260,319	2020-12-29
1	DANAHER CORP DHR, 550 sh.	$123,285	2020-12-29
1	MICROSOFT CORP MSFT, 1937 sh.	$436,561	2020-12-29
1	THERMO FISHER SCIENTIFIC INC TMO, 263 sh.	$121,911	2020-12-29

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBOTT LABS - 0.000% - 11/30/2	$54,617	$54,180
AMERICAN EXPRESS CR CORP BOND	$49,698	$50,255
AT&T BD - 3.000% - 06/30/2022	$27,069	$27,943
BERKSHIRE HATHAWAY NOTE - 2.20	$100,736	$100,217
CONOCOPHILLIPS CO - 2.400% - 1	$24,694	$25,857
DEUTSCHE BK AG FR - 3.700% - 0	$25,080	$26,944
EXPRESS SCRIPTS HLDG CO - 0.00	$24,771	$26,371
GENERAL MTRS - 3.700% - 05/09/	$25,209	$26,498
INTERNATIONAL BUSINESS MACHINE	$96,488	$102,771
JOHN DEERE CAPITAL CORP - 2.65	$99,937	$107,409
JOHNSON & JOHNSON - 1.650% - 0	$49,719	$50,047
JP MORGAN CHASE - 2.700% - 05/	$24,752	$26,284
MACY'S - 3.625% - 06/01/2024	$23,389	$23,750
MOTOROLA SOLUTIONS - 0.000% -	$25,217	$26,423
PETROLEOS MEXICANOS NTS - 4.25	$24,652	$25,388
PHILIP MORRIS INTL INC - 2.625	$50,178	$51,236
PROSPECT CAP CORP MTN - 5.000%	$24,963	$24,904
QUALCOMM NOTE - 2.900% - 05/20	$25,153	$26,940
STATOIL - 2.650% - 01/15/2024	$25,029	$26,551
VIACOM INC BOND - 3.250% - 03/	$24,806	$25,972
WELLS FARGO - 3.000% - 02/19/2	$50,008	$54,357
XEROX CORP CALL - 3.800% - 05/	$25,087	$26,063

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (77 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ABBVIE INC	$99,253	$117,865
ADOBE SYSTEMS, INC	$301,110	$300,072
ALIBABA GROUP HOLDING LTD	$86,871	$116,365
ALPHABET INC CL C	$931,869	$2,119,774
AMAZON COM	$273,611	$814,232
AMGEN INC	$128,416	$160,944
ANTHEM INC	$162,518	$192,654
APPLE INC	$1,625,259	$5,030,012
AT&T, INC	$15,772	$14,668
AVALONBAY CMNTYS INC	$36,688	$33,851
BAIDU.COM - ADR	$113,585	$172,992
BANK OF AMERICA CORP	$507,969	$673,337
BLACKROCK INC	$5,594	$10,823
BOEING CO	$16,389	$22,476
BOOKING HOLDINGS INC	$8,927	$11,136
BROADCOM INC	$5,590	$8,757
CELANESE CORPORATION	$7,872	$11,045
CISCO SYSTEMS INC	$21,236	$30,654
CITIGROUP INC	$122,876	$129,178
CME GROUP, INC	$9,173	$13,654
COGNIZANT TECHNOLOGY SOLUTIONS	$5,869	$8,195
CVS CAREMARK CORP	$9,748	$9,221
DANAHER CORP	$154,100	$188,819
DIAGEO PLC ADS	$18,147	$21,439
DIAMOND HILL LONG SHORT FUND C	$73,174	$76,154
EATON CORP PLC	$5,733	$6,007
EATON VANCE GLOBAL MACRO ABS R	$70,000	$67,160
ELI LILLY & CO	$3,279	$5,065
FACEBOOK INC	$125,142	$191,212
GARMIN LTD	$11,824	$14,359
HONEYWELL INTL	$22,555	$42,540
INTERPUBLIC GROUP OF COS	$12,066	$11,760
INVESCO OPTIMUM YIELD DIVERSIF	$60,522	$75,461
ISHARE SP SMALL CAP 600 INDEX	$286,551	$372,746
ISHARES BARCLAYS 0-5 YR TIPS	$51,843	$52,215
ISHARES DOW JONES US HEALTHCAR	$100,950	$147,546
ISHARES NASDAQ BIOTECHNOLOGY	$95,911	$151,490
ISHARES SHORT MATURITY BOND ET	$185,578	$185,378
ISHARES TR S & P MIDCAP 400 IN	$268,076	$368,877
JOHCM INTL SELECT FUND CL I	$142,000	$206,474
JP MORGAN CHASE	$302,237	$458,341
LAM RESEARCH CORP	$4,160	$9,445
LAS VEGAS SANDS CORP	$6,132	$6,258
LOCKHEED MARTIN CORP	$244,660	$248,486
MANULIFE FIN CORP	$9,270	$11,048
MASTERCARD INC	$100,122	$107,082
MERCK & CO INC	$150,035	$202,046
MICROSOFT CORP	$566,963	$764,458
MONDELEZ INTERNATIONAL INC	$13,585	$16,372
NIKE INC-CL B	$11,924	$30,416
NOVO NORDISK A S	$72,356	$139,700
NUVEEN QUALITY PREFERRED INC F	$95,541	$97,300
NVIDIA CORP	$62,268	$208,880
PRINCIPAL HIGH YIELD FUND CL R	$43,658	$49,388
PROCTER GAMBLE CO	$88,103	$139,140
ROBECO BOSTON PARTNERS LONG SH	$65,000	$59,339
SALESFORCE.COM	$62,174	$178,024
SUNCOR ENERGY INC	$5,201	$4,782
SYSCO CORP	$10,869	$12,996
TARGET CORPORATION	$9,635	$22,066
THE BLACKSTONE GROUP INC CL A	$11,741	$12,962
THE HAIN CELESTIAL GROUP, INC	$6,951	$11,443
THERMO FISHER SCIENTIFIC INC	$286,266	$293,441
TORONTO DOMINION	$9,183	$10,720
TOTAL FINA ELF S.A	$9,013	$8,801
TWEEDY BROWNE GLOBAL VALUE FUN	$122,000	$122,688
UNILEVER PLC AMER	$9,991	$11,167
UNION PACIFIC	$7,906	$15,617
UNITED PARCEL SERVICE	$9,530	$10,104
UNITEDHEALTH GROUP INC	$167,228	$245,476
VAN ECK EMERGING MARKETS FUND	$250,651	$355,036
VANECK VECTOR JPMORGAN EM LOCA	$65,215	$66,540
VANGUARD SF REIT ETF	$55,455	$56,988
VANGUARD ST BOND ETF	$103,475	$103,625
VISA INC	$104,496	$109,365
WALT DISNEY HOLDINGS CO	$16,181	$22,648
WASTE MANAGEMENT INC	$5,814	$5,897

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$577,295	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$616,111	USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Administrative Fees	$39,936	$39,936
Bank Charges	$70		$70
State or Local Filing Fees	$25	$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	OUTSTANDING OPTIONS	Desc
BOY Book Value	$75,393	BOYBookValueAmt
EOY Book Value	$171,721	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Investment Management Services	CategoryTxt
Amt	$145,906	Amt
Net Investment Income	$145,906	NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	Rathi Family Trust Dated 11151991	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4480 Murrieta Street	AddressLine1Txt
City	Chino	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91710	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2020	$5,600
Foreign Tax Paid	$1,067	$1,067