5RIVERS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
5RIVERS FOUNDATION (EIN 45-3723090)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202143139349100324
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-09T09:11:31-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453723090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line15Rivers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% 5Rivers FoundationInCareOfNm
Business Name Control5RIVBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5475AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85261ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPARVEEN KHANUJAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPARVEENPersonFirstNm
Person LastKHANUJAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,990,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,042InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,042InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,872DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,872DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,938NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$117,844GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,454CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$37OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$37OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$76,889TotalRevAndExpnssAmt
Total Net Invst Incm$111,405TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,529OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,529OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,456TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$32,826OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$111OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$32,715OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,244TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$201,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$201,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,711TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$236,144TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$161,822ExcessRevenueOverExpensesAmt
Net Investment Income$111,294NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$325,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$275,864SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$275,864SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$2,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$2,200,941CorporateStockBOYAmt
Corporate Stock EOY$2,091,035CorporateStockEOYAmt
Corporate Stock EOYFMV$5,714,583CorporateStockEOYFMVAmt
Total Assets BOY$2,528,721TotalAssetsBOYAmt
Total Assets EOY$2,366,899TotalAssetsEOYAmt
Total Assets EOYFMV$5,990,447TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,528,721RetainedEarningBOYAmt
Retained Earning EOY$2,366,899RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,528,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,366,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,528,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,366,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,528,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$161,822ExcessRevenueOverExpensesAmt
Subtotal$2,366,899SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,366,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$117,844GrossSalesPriceAmt
Cost Or Other Basis$75,390CostOrOtherBasisAmt
Gain Or Loss$42,454GainOrLossAmt
Gains Minus Excess Or Losses$42,454GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$42,454CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,547InvestmentIncomeExciseTaxAmt
Subtotal$1,547SubtotalAmt
Tax Based On Investment Income$1,547TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,229EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,229TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$682OverpaymentAmt
Applied To ES Tax$682AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line15Rivers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5475AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85261ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jasleen Khanuja
PO Box 5475ScottsdaleAZ85261VP1.0$0$0$0
Neel-Preet Khanuja
PO Box 5475ScottsdaleAZ85261VP1.0$0$0$0
Parveen Khanuja
PO Box 5475ScottsdaleAZ85261Pres, Dir, Sec1.0$0$0$0
Parvinderjit Khanuja
PO Box 5475ScottsdaleAZ85261Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,788,736AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$376,501AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,579FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,166,816TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,166,816AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,089,314NetVlNoncharitableAssetsAmt
Minimum Investment Return$254,466MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$254,466MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,547TaxBasedOnInvestmentIncomeAmt
Total Tax$1,547TotalTaxAmt
Distributable Before Adj$252,919DistributableBeforeAdjAmt
Distributable Before Ded$252,919DistributableBeforeDedAmt
Distributable As Adjusted$252,919DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$236,144ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$236,144QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$236,144AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$252,919DistributableAsAdjustedAmt
Undistributed Income PY$227,132UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$236,144QualifyingDistributionsAmt
Applied To Year1$227,132AppliedToYear1Amt
Applied To Current Year$9,012AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$243,907UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerParveen KhanujaContributingManagerNm
Contributing ManagerParvinderjit KhanujaContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Persongrant applications-parveen khanujaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1Foundation source 55 walls drAddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8008391754RecipientPhoneNum
Form And Info And MaterialsHTTP://WWW.5RIVERSFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesHTTP://WWW.5RIVERSFOUNDATION.ORGSubmissionDeadlinesTxt
Restrictions On AwardsHTTP://WWW.5RIVERSFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Gurjant Singh Khinda
Bakersfield College Foundation1801 Panorama DrBAKERSFIELDCA93305noneIScholarship Grant$2,000
Prabhjeet Kaur
BINGHAMTON UNIVERSITY4400 VESTAL PKWY EBINGHAMTONNY13902noneIScholarship Grant$3,000
Anmol Gill
CAL POLY CORPORATION1 GRAND AVESAN LUIS OBISPOCA93407noneIScholarship Grant$2,000
Sukhmanpreet Kaur
CALIFORNIA STATE UNIVERSITY FRESNO5150 N MAPLE AVE M/S JA58FRESNOCA93740noneIScholarship Grant$1,500
Amritpal Kaur
CALIFORNIA STATE UNIVERSITY - BAKER9001 STOCKDALE HWYBAKERSFIELDCA93311noneIScholarship grant$1,000
Gurjeet Singh Sandhar
CALIFORNIA STATE UNIVERSITY STANISL1 UNIVERSITY CIRTURLOCKCA95382noneIScholarship grant$1,500
Tawinderjit Kaur
CALIFORNIA STATE UNIVERSITY STANISL1 UNIVERSITY CIRTURLOCKCA95382noneIScholarship grant$2,000
DASVANDH NETWORK
4429 HYCLIFFE DRTROYMI48098N/APCGeneral & Unrestricted$77,900
Sukhandeep Kaur
DREXEL UNIVERSITY - SCHOLARSHIP3141 CHESTNUT STPHILADELPHIAPA19104noneIScholarship Grant$3,000
Gurleen Kaur
EDWARD VIA VIRGINIA COLLEGE OF OSTE2265 KRAFT DRBLACKSBURGVA24060noneIScholarship grant$3,000
PRABHJEET KAUR
FOUNDATION OF THE STATE UNIVERSITYPO BOX 6005BINGHAMTONNY13902noneIScholarship grant$1,500
Gurkamal Dadra
HOFSTRA UNIVERSITY126 HOFSTRA UNIVERSITY MEMORIAL HALHEMPSTEADNY11549noneIScholarship grant$2,000
Harwinder Singh
NEW YORK UNIVERSITY Leonard N Ste726 BROADWAY - 2ND FLNEW YORKNY10003noneIScholarship grant$4,000
Manraaj Singh Alag
NORTH CAROLINA STATE UNIVERSITYBOX 7503RALEIGHNC27695noneIScholarship grant$3,000
Antarjyot Singh
OBERLIN COLLEGE173 W LORAIN STOBERLINOH44074noneIScholarship grant$4,000
PHOENIX ART MUSEUM
1625 N CENTRAL AVEPHOENIXAZ85004N/APCSikh Heritage Fund$10,000
PUNJABI SEVA INC
13236 N 7TH ST STE 4-272PHOENIXAZ85022N/APCGeneral & Unrestricted$5,000
Manmeet Kaur
REGENTS OF THE UNIVERSITY OF CALIFO201 SPROUL HALL 1960BERKELEYCA94720noneIScholarship Grant$1,000
Jazleen Kaur Dosanjh
REGENTS OF THE UNIVERSITY OF CALIFO141 INNOVATION DR STE 250IRVINECA92617noneIScholarship grant$1,000
Guneet Hora
REGENTS OF THE UNIVERSITY OF CALIFO1156 HIGH STSANTA CRUZCA95064noneIScholarship grant$1,500
Sukhmeet Singh Bedi
RUTGERS THE STATE UNIVERSITY OF NJPO BOX 2900FLEMINGTONNJ08822noneIScholarship grant$2,000
Sukhmeet Singh Bedi
RUTGERS THE STATE UNIVERSITY OF NJPO BOX 2900FLEMINGTONNJ08822noneIscholarship grant$2,000
Gurwinder Singh Brar
SAN DIEGO STATE UNIVERSITY5500 CAMPANILE DRSAN DIEGOCA92182noneIScholarship grant$3,000
Prabjot Kaur Dhillon
SAN JOSE STATE UNIVERSITY - FINANCI1 WASHINGTON SQSAN JOSECA95192noneIScholarship Grant$3,000
Bhavandeep Singh
SAN JOSE STATE UNIVERSITY RESEARCH210 N 4TH ST 4TH FLSAN JOSECA95112noneIScholarship grant$2,000
SIKH AMERICAN LEGAL DEFENSE AND EDUCATION FUND INC
1050 CONN AVE NW STE 500WASHINGTONDC20036N/APCSocial Awareness Program$5,000
SIKH RESEARCH INSTITUTE SRI
470 SCHOOLEYS MT RDHACKETTSTOWNNJ07840N/APCGeneral & Unrestricted$10,000
Mehtab Singh Khalsa
ST CLOUD STATE UNIVERSITY FOUNDATIO720 4TH AVE SSAINT CLOUDMN56301noneIScholarship grant$12,000
Herman Singh
STONY BROOK UNIVERSITYPO BOX 619STONY BROOKNY11790noneIScholarship grant$1,000
Harleen Maitla
THE U C DAVIS FOUNDATIONONE SHIELDS AVEDAVISCA95616noneIScholarship grant$1,000
Jazmeen Kaur Dhand
THE U C DAVIS FOUNDATIONONE SHIELDS AVEDAVISCA95616noneIScholarship grant$2,000
Parinieta Harinder Singh Ahuja
UNIVERSITY AT BUFFALO1 CAPEN HALLBUFFALONY14260noneIScholarship grant$2,000
Avneet Sandhu
UNIVERSITY OF CALIFORNIA BERKELEY F16 SPROUL HALL 1960BERKELEYCA94720noneIScholarship grant$2,000
Harvir Kaur
UNIVERSITY OF CALIFORNIA BERKELEY F16 SPROUL HALL 1960BERKELEYCA94720noneIScholarship grant$2,000
Vaneet Sandhu
UNIVERSITY OF CALIFORNIA BERKELEY F16 SPROUL HALL 1960BERKELEYCA94720noneIScholarship grant$1,000
Gurleen Kaur Khella
UNIVERSITY OF CALIFORNIA MERCED FOU5200 N LAKE RDMERCEDCA95343noneIScholarship grant$1,500
Shubhkarmanjeet Singh
UNIVERSITY OF CALIFORNIA MERCED FOU5200 N LAKE RDMERCEDCA95343noneIScholarship grant$3,000
Vikram Singh Khella
UNIVERSITY OF CALIFORNIA MERCED FOU5200 N LAKE RDMERCEDCA95343noneIScholarship grant$1,500
Savneet K Kahlon
UNIVERSITY OF CINCINNATIPO BOX 210140CINCINNATIOH45221noneISavneet K Kahlon$3,000
Keerat Singh
UNIVERSITY OF MARYLAND BALTIMORE COFC OF FINANCIAL AID SCHOLARSHIPSBALTIMOREMD21250noneIScholarship Grant$3,000
Gurmehak Kaur Khahera
UNIVERSITY OF NEW MEXICO FOUNDATION700 LOMAS BLVD NE STE 108ALBUQUERQUENM87102noneIScholarship grant$3,000
Sarbmann Singh Gill
UNIVERSITY OF SAN FRANCISCO2130 FULTON STSAN FRANCISCOCA94117noneIScholarship grant$2,000
Rohan Gangar
UNIVERSITY OF TEXAS AT DALLAS800 W CAMPBELL RDRICHARDSONTX75080noneIScholarship grant$2,000
Harchit Kaur
WESTERN GOVERNORS UNIVERSITY4001 S 700 E STE 700SALT LAKE CTYUT84107noneIScholarship grant$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$201,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,042ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,872ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,938ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINTEREST INCOME FROM LOAN RECEIVABLEDesc
Exclusion14ExclusionCd
Exclusion$37ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$76,889ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,889TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC DEL CL$229,431$695,630
EXXON MOBIL CORP$40,488$20,610
GENERAL ELECTRIC CO$41,275$27,000
INVESCO INDIA ETF$52,980$69,630
INVESCO QQQ TRUST$225,020$1,254,959
ISHARES MSCI EMERGING MARKETS$151,740$206,680
ISHARES MSCI FRONTIER 100 FUND$66,877$56,700
ISHARES MSCI-MEXICO$40,035$25,794
ISHARES TRUST MSCI EAFE INDEX$197,580$291,840
MICROSOFT CORP$51,750$444,840
MORGAN STANLEY$62,920$274,120
PFIZER INC$39,311$73,620
SPDR S&P 500 ETF TRUST$62,005$186,940
SPDR S&P MIDCAP 400 EFT TRUST$78,718$209,960
UNITEDHEALTH GROUP INC$97,000$701,360
VANGUARD FTSE EMERGING MARKETS$81,780$100,220
VANGUARD FTSE EUROPEAN ETF$204,790$240,960
VANGUARD FTSE PACIFIC ETF$51,340$79,590
VANGUARD MID-CAP ETF$80,620$206,770
VANGUARD MID-CAP GROWTH ETF$59,495$212,070
VANGUARD SMALL-CAP VALUE ETF$133,685$284,420
VIATRIS ORD SHS$2,157$4,648
WABTEC$1,000$952
WELLS FARGO & CO$39,038$45,270

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$32,560$32,560
Bank Charges$111$111
Postage/Delivery Service$130$130
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescInterest Income from loan receivableDesc
Revenue And Expenses Per Books$37RevenueAndExpensesPerBooksAmt
Net Investment Income$37NetInvestmentIncomeAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIKH AMERICAN FLOAT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$2,000LoanOriginalAmt
Balance Due$0BalanceDueAmt
Note2019-09NoteDt
Loan Maturity2020-12LoanMaturityDt
Interest0InterestRt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVERTISING &SOCIAL MEDIA MGMTCategoryTxt
Amt$1,529Amt
Disbursements Charitable Prps$1,529DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$1,200
990-PF Extension for 2019$1,256

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