THE INFINITY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE INFINITY FOUNDATION INC (EIN 22-3339826)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-27
IRS object ID
202030589349100513
Schema version
2018v3.1
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)
Return2020-02-27T15:00:21-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223339826EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INFINITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINFIBusinessNameControlTxt
Phone6096830548PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET NO 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAJIV MALHOTRAPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone6096830548PhoneNum
Signature2020-02-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANAN SAMARA EAPreparerPersonNm
PTINP02103452PTIN
Phone2122862600PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,427,432FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$376,815ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,139InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,139InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,239DividendsRevAndExpnssAmt
Dividends Net Invst Incm$91,239DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$173,241NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$744,971GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$173,241CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,174OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,042OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$662,608TotalRevAndExpnssAmt
Total Net Invst Incm$284,661TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$78,928CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$78,928CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$83,777OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$83,777OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$44,523PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$44,523PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,729AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,729AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,833OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,550OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,283OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,435TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$19,435TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$202,142OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$202,142OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$481,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,550TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$469,817TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,668ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,668ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$554,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,550TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$542,485TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$108,573ExcessRevenueOverExpensesAmt
Net Investment Income$273,111NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$159,459CashBOYAmt
Cash EOY$108,963CashEOYAmt
Cash EOYFMV$108,963CashEOYFMVAmt
Sav And Temp Cash Invst BOY$267,332SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,238SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,238SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,076,008CorporateStockBOYAmt
Corporate Stock EOY$2,252,645CorporateStockEOYAmt
Corporate Stock EOYFMV$3,827,432CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,100CorporateBondsBOYAmt
Corporate Bonds EOY$5,100CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,026CorporateBondsEOYFMVAmt
Other Investments BOY$1,138,323OtherInvestmentsBOYAmt
Other Investments EOY$1,173,849OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,271,773OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,646,222TotalAssetsBOYAmt
Total Assets EOY$3,754,795TotalAssetsEOYAmt
Total Assets EOYFMV$5,427,432TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,646,222UnrestrictedBOYAmt
Unrestricted EOY$3,754,795UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,646,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,754,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,646,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,754,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,646,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$108,573ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,754,795SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,754,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIESP$704,260$571,730$132,530$132,530
CAPITAL GAINS DIVIDENDSP$40,711$40,711$40,711
FieldValueIRS element (for citing)
Capital Gain Net Income$173,241CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$549,506AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,945,040NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.111123DistributionYr1Rt
Adjusted Qlfy Distri Yr2$409,030AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,295,197NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.095230DistributionYr2Rt
Adjusted Qlfy Distri Yr3$244,521AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,993,233NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061234DistributionYr3Rt
Adjusted Qlfy Distri Yr4$290,686AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,127,008NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070435DistributionYr4Rt
Adjusted Qlfy Distri Yr5$204,160AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,810,555NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053577DistributionYr5Rt
Total Distribution0.391599TotalDistributionRt
Average Distribution0.078320AverageDistributionRt
Net Vl Noncharitable Assets$5,124,539NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$401,354AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,731NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$404,085AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$542,485QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,731InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,731SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,731TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,946EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,946TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,215OverpaymentAmt
Applied To ES Tax$8,215AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.INFINITYFOUNDATION.COMWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6096830548PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
RAJIV MALHOTRA
174 NASSAU STREET 400PRINCETONNJ08542PRESIDENT/TREASURER40.00$8,245$0$0
INDRANI MALHOTRA
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE25.00$11,330$16,718$0
KABEER MALHOTRA
174 NASSAU STREET 400PRINCETONNJ08542TRUSTEE0.50$0$0$0
MICHELLE DJAMOOS
174 NASSAU STREET 400PRINCETONNJ08542SECRETARY40.00$59,353$2,968$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonBRYAN MAIORANAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd
FieldValueIRS element (for citing)
TitleVIDEO PRODUCTION MANTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$67,777CompensationAmt
Employee Benefits$6,637EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FACEBOOK INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 WILLOW ROADAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP940251452ZIPCd
FieldValueIRS element (for citing)
Service TypeOUTREACHServiceTypeTxt
Compensation$99,604CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE STATEMENT 11Description1Txt
Expenses1$301,909Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,824,930AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$377,648AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,202,578TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,202,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,039CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,124,539NetVlNoncharitableAssetsAmt
Minimum Investment Return$256,227MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$256,227MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,731TaxBasedOnInvestmentIncomeAmt
Income Tax$28IncomeTaxAmt
Total Tax$2,759TotalTaxAmt
Distributable Before Adj$253,468DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$253,468DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$253,468DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$542,485ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$542,485QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,731PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$539,754AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$253,468DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$19,147ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$89,450ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$49,543ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$197,976ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$308,174ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$664,290TotalExcessDistributionCyovAmt
Qualifying Distributions$542,485QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$253,468AppliedToCurrentYearAmt
Remaining Distri From Corpus$289,017RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$953,307TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$25,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$928,307ExcessDistriCyovToNextYrAmt
Excess From Year4$83,597ExcessFromYear4Amt
Excess From Year3$49,543ExcessFromYear3Amt
Excess From Year2$197,976ExcessFromYear2Amt
Excess From Year1$308,174ExcessFromYear1Amt
Excess From Current Year$289,017ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRAJIV MALHOTRAContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRAJIV MALHOTRARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1174 NASSAU STREET 400AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08542ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6096830548RecipientPhoneNum
Form And Info And MaterialsSEE WWW.INFINITYFOUNDATION.COMFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsWWW.INFINITYFOUNDATION.COMRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line2RecipientForeignAddress/AddressLine2Txt
CALIFORNIA PARENTS FOR EQUALIZATION OF EDUCATIONAL MATERIALS
PO BOX 1283FREMONTCA94538N/APCCALIFORNIA HINDU TEXTBOOK PROJECT$14,501
CAROL SCHAEFER
264 WEST WALNUT LANE 2RPHILADELPHIAPA19144N/AIRESEARCH SCHOLAR AND EDITOR$2,350
CLEO KEARNS
3831 MIDDLEBROOK ROADFAIRLEEVT05045N/AIRESEARCH SCHOLAR AND EDITOR$1,080
DR LAUL JADU-SINGH
1631 LORRAINE STREET 1COLORADO SPRINGSCO80905NONEIRESEARCH SCHOLAR AND EDITOR$5,500
FORUM FOR RELIGIOUS FREEDOM
PO BOX 190ROCKY HILLNJ08553N/APCGENERAL OPERATING SUPPORT$500
GIULIANO DIAS DE MORALS
NONEIRESEARCH ASSISTANT - SUBTITLES AND TRANSCRIPTIONS$7,965QR 214 CON J CASA 23SANTA MARIABRASILIA-DFBR72599
HINDUPEDIA
10367 MENHART LANECUPERTINOCA95014N/APCCALIFORNIA HINDU TEXTBOOK PROJECT$22,501
MARGARET SPENCER
2517 CARSON DRIVECOLUMBUSGA31906NONEIRESEARCH SCHOLAR AND EDITOR$120
NITHYANANDESHWAR DEVASTH ANAM TRUST
N/ANCPURCHASE OF FOOD TO BE SERVED AT NO CHARGE AT GURUPURNIMA - AN EVENT TO CELEBRATE SPIRITUAL TEACHERS$7,001OFF MYSHORE ROADBIDADIKARNATAKAIN562109
PATRICIA J MILLS
125 EAST 23RD STREET SUITE 500 ROOMNEW YORKNY10010NONEIRESEARCH SCHOLAR AND EDITOR$3,1509
SCOTT ABEL
61 CHURCH STREETFAIR HAVENNJ07704NONEIRESEARCH SCHOLAR AND EDITOR$1,500
SHALINI PUTHIYEDAM
NONEIRESEARCH ASSISTANT$2,000FLAT 4F BLOCK 3 CEERBROS ORCHIDCHENNAITAMIL NADUIN600042VELACHERRY MAIN ROAD
SPECIAL OLYMPICS NEW JERSEY
1 EUNICE KENNEDY SHRIVERLAWRENCEVILLENJ08648N/APCGENERAL OPERATING SUPPORT$500
SUNIL KUMAR SEKAR
NONEIRESEARCH ASSISTANT$2,0001091 ULLOI UTCA 151 30/3BUDAPESTBUDAPESTHU1091
VLADIMIR YATSENKO
NONEIRESEARCH ASSISTANT$2,000SKOGSTEIN 41NAMSOSTRNDELAGNO7804
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,668TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
BOOK & DVD SALES$10,536
BOOK ROYALTIES15$3,506

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,139ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,239ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$173,241ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescGOOGLE/YOUTUBE MONETIZATIONDesc
Business541800BusinessCd
Unrelated Business Taxbl Incm$1,132UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,132UnrelatedBusinessTaxblIncmAmt
Exclusion$274,125ExclusionAmt
Related Or Exempt Function Incm$10,536RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$285,793TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementINFINITY 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

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (11 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SASHI KEJRIWAL
114046 HUGES LANEDALLASTX75254$25,000Yes (X)
MAHESH KRISHNAMURTHY
236 COACHSIDE LANEPITTSFORDNY14534$25,000Yes (X)
PRITI CHATTER
335 FLINT ROADCONCORDMA01742$5,000Yes (X)
JAYASREE REDDI
48100 GLENBRITTLE WAYRALEIGHNC27615$5,000Yes (X)
SHANKAR IYER
592 PROVIDENCE BLVDKENDALL PARKNJ08824$70,000Yes (X)
SHRITA CHARITABLE FOUNDATION
6225 VALERIE LANEWAYNEPA19087$25,000Yes (X)
KAMALA KANT VIJAI
79713 GAVIN STONE AVENUELAS VEGASNV89145$15,000Yes (X)
PRASHANT BANERJEE
8708 KRISTINWESTMONTIL60559$15,000Yes (X)
RAMA SHANKAR
91257 TRAIL DRIVEDIXONIL61021$10,001Yes (X)
DB CHANDORA
10565 LAKE FRONT DRIVELILBURNGA30047$5,000Yes (X)
PHANIDHAR KANDALA
11233 SCENIC VIEW DRIVEATLANTAGA30339$5,808Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPKF O'CONNOR DAVIES, LLP - TAX PREP FEESCategoryTxt
Amt$12,729Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,729DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NITHYANANDESHWAR DEVASTH ANAM TRUSTBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1OFF MYSHORE ROADAddressLine1Txt
CityBIDADICityNm
Province Or StateKARNATAKAProvinceOrStateNm
CountryINCountryCd
Foreign Postal562109ForeignPostalCd
FieldValueIRS element (for citing)
Grant2018-08-15GrantDt
Grant$7,001GrantAmt
Purpose Of GrantPURCHASE OF FOOD TO BE SERVED AT NO CHARGE AT GURUPURNIMA - AN EVENT TO CELEBRATE SPIRITUAL TEACHERSPurposeOfGrantTxt
Expended By Grantee$7,001ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee2/4/2020DatesOfReportsByGranteeTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SUMMARY OF DIRECT CHARITABLE ACTIVITIES990-PF, PART IX-AINFINITY FOUNDATION IS A NON-PROFIT ORGANIZATION BASED IN PRINCETON (USA), FOCUSED ON RESEARCH AND EDUCATION. IT SPECIALIZES IN THE FIELD OF CIVILIZATION STUDIES APPLYING THE DHARMA LENS TO EXAMINE A BROAD RANGE OF TOPICS. IT DISSEMINATES ITS UNIQUE RESEARCH FINDINGS THROUGH BOOKS, VIDEOS AND PUBLIC EVENTS.THE FOUNDATION SEEKS TO CREATE DIALOGUE THAT BREAKS OUT OF THE DUALITIES OF ANTI- AND PRO- GLOBALIZATION FORCES, OF THE RIGHT VS. THE LEFT, OF SECULARISM VS. RELIGION, OF SCIENCE VS. SPIRITUALITY, OF ECONOMIC GROWTH VS. ECOLOGICAL PRESERVATION. GLOBALIZATION CAN BE A POSITIVE FORCE BUT IT CANNOT SIMPLY BE TRANSLATED TO WESTERNIZATION OF THE PLANET IN CULTURAL NORMS, IN ACADEMIC FRAMEWORKS, IN KNOWLEDGE SYSTEMS AND IN DEFINITIONS OF PROGRESS AND PATTERNS OF DEVELOPMENT. TO DO SO HAS ENORMOUS ECOLOGICAL IMPLICATIONS IN BOTH BIOLOGICAL AND CULTURAL TERMS. TO CREATE A GLOBAL FAMILY, A "VASUDHAIVA KUTUMBAKAM", REQUIRES THAT INDIGENOUS NON-WESTERN CIVILIZATIONS GET A SEAT ON THE TABLE AS EQUALS IN CRAFTING THE FRAMEWORKS OF DISCOURSE, RATHER THAN SIMPLY BEING USED AS EXOTIC ARTIFACTS TO BE PLUGGED INTO AN OVERALL EURO-CENTRIC FRAMEWORK. REVITALIZING THE INDIC DISCOURSE AND HELPING INDIA FIND ITS OWN VOICE IN THIS DIALOGUE IS A KEY PART OF THE MISSION.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 HAS ALSO ORGANIZED SEVERAL CONFERENCES AND SCHOLARLY EVENTS IN USA AND INDIA TO BRING OUT A BALANCED VIEW OF THE MANY POSITIVE CONTRIBUTIONS FROM THE INDIAN CIVILIZATION.THE FOUNDATION HAS PUBLISHED GAME-CHANGING ORIGINAL RESEARCH THAT IS WIDELY DISSEMINATED THROUGH BOOKS, BLOGS AND SOCIAL MEDIA. IT HAS A DEFINED SET OF THEMES AND GOALS IN WHICH IT STRIVES TO BE THE LEADING THINK TANK. IN THE YEAR OF JULY 2018 THROUGH JUNE 2019 RAJIV MALHOTRA PERFORMED VARIOUS DIRECT CHARITABLE ACTIVITIES THROUGH THE FOLLOWING METHODS:1. RAJIV ATTENDED MEETINGS AT VARIOUS INTELLECTUAL GATHERINGS TO DISCUSS THE WORK OF THE FOUNDATION. HE ALSO ATTENDED AND PRESENTED AT VARIOUS CONFERENCES AND SEMINARS. SOME HIGHLIGHTED EXAMPLES OF THESE EVENTS ARE: WAVES CONFERENCE IN DALLAS IN AUGUST; WORLD HINDU CONFERENCE IN CHICAGO SEPTEMBER; VISITING PROFESSOR & LECTURE AT JNU & LECTURE AT ISKCON IN INDIA IN OCTOBER; HINDU MEDIA BUREAU LECTURE AT HARVARD IN BOSTON IN APRIL; DELHI UNIVERSITY INAUGURAL CEREMONY IN INDIA IN FEBRUARY. 2. RAJIV MODERATES A VERY ACTIVE ONLINE DISCUSSION GROUP WITH OVER 6,500 MEMBERS TO DISCUSS THE RESEARCH WORK AT THE FOUNDATION, IN ADDITION TO MODERATING THE ACTIVE RAJIV MALHOTRA INFINITY FOUNDATION FACEBOOK PAGE THAT HAS OVER SEVEN MILLION FOLLOWERS AND THE YOUTUBE ACCOUNT THAT HAS OVER 150,000 SUBSCRIBERS. 3. RAJIV HAS CONDUCTED ORIGINAL RESEARCH IN A VARIETY OF FIELDS AND HAS INFLUENCED MANY OTHER THINKERS IN INDIA AND THE WEST. HE HAS DISRUPTED THE MAINSTREAM THOUGHT PROCESS AMONG ACADEMIC AND NON-ACADEMIC INTELLECTUALS ALIKE, BY PROVIDING FRESH PROVOCATIVE POSITIONS ON DHARMA AND ON INDIA. SOME OF THE FOCAL POINTS OF HIS WORK ARE: INTERPRETATION OF DHARMA FOR THE CURRENT TIMES; COMPARATIVE RELIGION, GLOBALIZATION, AND INDIA'S CONTRIBUTIONS TO THE WORLD. RAJIV USES THE IN-HOUSE STUDIO AND HIS ATTENDANCE AT EVENTS TO RECORD EPISODES THAT ARE AIRED WEEKLY ON FACEBOOK AND YOUTUBE TO DISSEMINATE THIS EXPERT KNOWLEDGE AND RESEARCH. 4. RAJIV HAS ALSO BEGUN RECORDING AND PREPARING MATERIALS FOR A FUTURE E-COURSE ON HIS BOOKS.5. RAJIV IS WORKING ON THE FOLLOWING BOOK PROJECTS:(A) SANSKRIT NON-TRANSLATABLES: MANY SANSKRIT WORDS CONTAIN DEEP MEANINGS THAT GET LOST IN TRANSLATIONS. THIS LOSS IS SIMILAR TO THE LOSS OF BIODIVERSITY WHEN A SPECIES GOES EXTINCT.(B) INDIAN INFLUENCES ON MODERN CHRISTIANITY: A 500-YEAR HISTORY OF HOW PROMINENT CHRISTIAN THEOLOGIANS HAVE STUDIED INDIAN FAITH TRADITIONS AND THEN INCORPORATED THESE IDEAS INTO THE DEVELOPMENT OF CHRISTIANITY FOR MODERN TIMES.(C) WHO ARE WE? A SHORT INTRODUCTION TO INDIAN THOUGHT, CULTURE AND HISTORY INDIAN INFLUENCES ON MODERN WESTERN COGNITIVE SCIENCES, PSYCHOLOGY & SPIRITUALITY - WHITEHEAD, HARTSHORNE, JUNG, DE CHARDIN ARE AMONG THE PROMINENT THINKERS STUDIED.(D) THE BATTLE FOR INTEGRAL THEORY: THE TENSIONS BETWEEN KEN WILBER'S AND SRI AUROBINDO'S APPROACHES TO INTEGRAL THEORY. IMPLICATIONS FOR THE FUTURE OF HUMAN CONSCIOUSNESS EVOLUTION.(E) HOW HEGEL WAS INFLUENCED BY INDIAN THOUGHT. HEGEL, CONSIDERED ONE OF THE MOST INFLUENTIAL WESTERN THINKERS OF THE PAST 500 YEARS STUDIED AND USED MANY IDEAS BORROWED FROM INDIAN THOUGHT. THESE HAVE BEEN WRITTEN ABOUT IN SCATTERED WORKS. THIS BOOK IS A CONSOLIDATION TO MAKE THE STRONG CASE OF HIS UNACKNOWLEDGED DEBT TO INDIA.
UNDISTRIBUTED INCOME - LINE 7PART XIIITHE FOUNDATION RECEIVED A CONTRIBUTION FROM A PRIVATE FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942 (A)-3(D) THE FOUNDATION IS ELECTED TO TREAT THE $25,000 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 AMOUNT2013 $19,1472014 $5,853

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondHOUSING URBAN DEVELOPMNT DTD 6/14/2000 7.958% 8/1/2019BondNm
EOY Book Value$5,100EOYBookValueAmt
EOYFMV$5,026EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WALT DISNEY CO$19,671$111,712
CBS CORP CL B$48,371$47,402
ALPHABET INC CAP STK CL A$63,091$140,764
TJX COS INC$52,270$76,147
HOME DEPOT INC.$57,810$103,985
DOLLAR TREE INC$75,459$112,760
ULTA BEAUTY INC$33,683$57,584
BOOKING HOLDINGS INC$49,333$63,740
COLGATE PALMOLIVE CO.$28,960$72,028
COSTCO WHOLESALE CORP$46,740$81,921
PEPSICO INC.$37,278$91,791
PROCTER & GAMBLE CO.$36,145$71,821
EXXON MOBIL CORPORATION$40,298$53,641
PIONEER NATURAL RESOURCES CO$77,507$76,930
CHEVRON CORP$69,457$116,351
MARATHON PETROLEUM CORP$68,840$65,380
US BANCORP$53,024$62,880
CHARLES SCHWAB CORP.$73,189$60,446
PNC FINANCIAL SERVICES GROUP$60,284$96,096
JPMORGAN CHASE & CO$83,847$145,340
DISCOVER FINANCIAL SERVICES$61,415$77,590
CHUBB LIMITED$46,931$58,916
BRISTOL MYERS SQUIBB CO.$70,680$56,688
CVS CORP$79,182$70,565
GILEAD SCIENCES INC.$75,305$64,520
BIOGEN IDEC INC$49,287$49,113
EDWARDS LIFESCIENCES CP$47,165$104,378
LABORATORY CORP OF AMERICA HOLDINGS$62,748$63,109
JOHNSON & JOHNSON$42,531$69,640
BOEING CO.$41,159$121,943
SNAP ON INC$48,752$51,514
HONEYWELL INTERNATIONAL INC$39,620$113,484
CUMMINS INC$50,548$60,997
UNION PACIFIC CORP.$34,109$69,335
UNITED TECHNOLOGIES CORP$55,016$84,630
APPLIED MATERIALS INC$70,728$72,215
CISCO SYSTEMS$49,075$119,585
QUALCOMM CORP.$50,052$90,523
MICROSOFT CORP.$29,981$157,403
APPLE INC.$8,149$173,180
INTEL CORP$38,540$47,870
MASTERCARD INC-CL A$40,100$125,652
PAYPAL HOLDINGS INC$29,611$108,165
SHERWIN WILLIAMS CO.$56,704$107,698

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GLENMEDE QUANT US LONG/SHORT EQUITYAT COST$82,108$88,570
FIRST TR NORTH AMERICAN ENERGY INFRA ETFAT COST$90,890$105,102
DODGE & COX INTL STOCK FUNDAT COST$116,249$122,191
GLENMEDE QUANT INTERNATIONAL EQUITYAT COST$118,325$124,796
MATTHEWS PACIFIC TIGER FD - ISAT COST$104,774$131,503
DFA TA WORLD EX US CORE EQUITY PORTAT COST$131,145$123,652
GLENMEDE SMALL CAP ADVAT COST$183,143$228,000
ISHARES S & P SMALLCAP 600/GROAT COST$12,286$12,226
GLENMEDE CORE FIXED INCOMEAT COST$334,929$335,733

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D&O AND BUSINESS INSURANCE$5,202$0$5,202
OFFICE AND EQUIPMENT EXPENSES$40,839$0$40,839
BANK FEES$1,244$0$1,244
PROGRAM EXPENSE - RESEARCH BOOKS$614$0$614
POSTAGE AND DELIVERY$2,606$0$2,606
PAYROLL AND 401K ADMINISTRATION$4,450$0$4,450
STORAGE EXPENSES$8,397$0$8,397
COMMUNICATION EXPENSES$15,209$0$15,209
DUES AND SUBSCRIPTIONS$10,005$0$10,005
PAYPAL FEES$3,816$0$3,816
OUTREACH$109,694$0$109,694
REPAIRS & MAINTENANCE$66$0$66

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BOOK & DVD SALES$10,536$10,536$10,536
BOOK ROYALTIES$3,506$3,506$3,506
GOOGLE/YOUTUBE MONETIZATION$1,132$0$1,132

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GLENMEDE - INVESTMENT MANAGEMENT FEES$11,550$11,550$0
MEDIA CONSULTING$1,000$0$1,000
DANIEL RISPOLI - PRODUCTION ASSISTANT$480$0$480
KENNEDY MCCOURT - PRODUCTION ASSISTANT$14,252$0$14,252
RESEARCH ASSISTANT - GERALD SURYA$12,551$0$12,551

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