2020-02-27T15:00:21-06:00 2019-06-30 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990PF 2018-07-01 223339826 INFINITY FOUNDATION INFI 6096830548 174 NASSAU STREET NO 400 PRINCETON NJ 08542 RAJIV MALHOTRA PRESIDENT/TREASURER 6096830548 2020-02-27 1 ANAN SAMARA EA P02103452 2122862600 2018 2022-09-23 18:48:47Z X 5427432 X 376815 6139 6139 91239 91239 173241 744971 173241 15174 14042 662608 284661 78928 0 78928 83777 0 83777 44523 0 44523 12729 0 12729 39833 11550 28283 19435 0 19435 202142 0 202142 481367 11550 469817 72668 72668 554035 11550 542485 108573 273111 159459 108963 108963 267332 214238 214238 2076008 2252645 3827432 5100 5100 5026 1138323 1173849 1271773 3646222 3754795 5427432 0 0 X 3646222 3754795 3646222 3754795 3646222 3754795 3646222 108573 0 3754795 0 3754795 SALE OF PUBLICLY TRADED SECURITIES P 704260 571730 132530 132530 CAPITAL GAINS DIVIDENDS P 40711 40711 40711 173241 0 549506 4945040 0.111123 409030 4295197 0.095230 244521 3993233 0.061234 290686 4127008 0.070435 204160 3810555 0.053577 0.391599 0.078320 5124539 401354 2731 404085 542485 X 2731 0 2731 0 2731 7946 3000 0 10946 0 8215 8215 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NJ 1 0 0 0 0 1 WWW.INFINITYFOUNDATION.COM THE FOUNDATION 6096830548 174 NASSAU STREET 400 PRINCETON NJ 08542 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 RAJIV MALHOTRA 174 NASSAU STREET 400 PRINCETON NJ 08542 PRESIDENT/TREASURER 40.00 8245 0 0 INDRANI MALHOTRA 174 NASSAU STREET 400 PRINCETON NJ 08542 TRUSTEE 25.00 11330 16718 0 KABEER MALHOTRA 174 NASSAU STREET 400 PRINCETON NJ 08542 TRUSTEE 0.50 0 0 0 MICHELLE DJAMOOS 174 NASSAU STREET 400 PRINCETON NJ 08542 SECRETARY 40.00 59353 2968 0 BRYAN MAIORANA 174 NASSAU STREET 400 PRINCETON NJ 08542 VIDEO PRODUCTION MAN 40.00 67777 6637 0 0 FACEBOOK INC 1601 WILLOW ROAD MENLO PARK CA 940251452 OUTREACH 99604 0 SEE STATEMENT 11 301909 0 4824930 377648 0 5202578 0 0 5202578 78039 5124539 256227 256227 2731 28 2759 253468 0 253468 0 253468 542485 0 542485 2731 539754 253468 0 0 19147 89450 49543 197976 308174 664290 542485 0 0 0 253468 289017 0 0 953307 0 0 0 0 0 25000 0 928307 83597 49543 197976 308174 289017 RAJIV MALHOTRA RAJIV MALHOTRA 174 NASSAU STREET 400 PRINCETON NJ 08542 6096830548 SEE WWW.INFINITYFOUNDATION.COM N/A WWW.INFINITYFOUNDATION.COM CALIFORNIA PARENTS FOR EQUALIZATION OF EDUCATIONAL MATERIALS PO BOX 1283 FREMONT CA 94538 N/A PC CALIFORNIA HINDU TEXTBOOK PROJECT 14501 CAROL SCHAEFER 264 WEST WALNUT LANE 2R PHILADELPHIA PA 19144 N/A I RESEARCH SCHOLAR AND EDITOR 2350 CLEO KEARNS 3831 MIDDLEBROOK ROAD FAIRLEE VT 05045 N/A I RESEARCH SCHOLAR AND EDITOR 1080 DR LAUL JADU-SINGH 1631 LORRAINE STREET 1 COLORADO SPRINGS CO 80905 NONE I RESEARCH SCHOLAR AND EDITOR 5500 FORUM FOR RELIGIOUS FREEDOM PO BOX 190 ROCKY HILL NJ 08553 N/A PC GENERAL OPERATING SUPPORT 500 GIULIANO DIAS DE MORALS QR 214 CON J CASA 23 SANTA MARIA BRASILIA-DF BR 72599 NONE I RESEARCH ASSISTANT - SUBTITLES AND TRANSCRIPTIONS 7965 HINDUPEDIA 10367 MENHART LANE CUPERTINO CA 95014 N/A PC CALIFORNIA HINDU TEXTBOOK PROJECT 22501 MARGARET SPENCER 2517 CARSON DRIVE COLUMBUS GA 31906 NONE I RESEARCH SCHOLAR AND EDITOR 120 NITHYANANDESHWAR DEVASTH ANAM TRUST OFF MYSHORE ROAD BIDADI KARNATAKA IN 562109 N/A NC PURCHASE OF FOOD TO BE SERVED AT NO CHARGE AT GURUPURNIMA - AN EVENT TO CELEBRATE SPIRITUAL TEACHERS 7001 PATRICIA J MILLS 125 EAST 23RD STREET SUITE 500 ROOM 9 NEW YORK NY 10010 NONE I RESEARCH SCHOLAR AND EDITOR 3150 SCOTT ABEL 61 CHURCH STREET FAIR HAVEN NJ 07704 NONE I RESEARCH SCHOLAR AND EDITOR 1500 SHALINI PUTHIYEDAM FLAT 4F BLOCK 3 CEERBROS ORCHID VELACHERRY MAIN ROAD CHENNAI TAMIL NADU IN 600042 NONE I RESEARCH ASSISTANT 2000 SPECIAL OLYMPICS NEW JERSEY 1 EUNICE KENNEDY SHRIVER LAWRENCEVILLE NJ 08648 N/A PC GENERAL OPERATING SUPPORT 500 SUNIL KUMAR SEKAR 1091 ULLOI UTCA 151 30/3 BUDAPEST BUDAPEST HU 1091 NONE I RESEARCH ASSISTANT 2000 VLADIMIR YATSENKO SKOGSTEIN 41 NAMSOS TRNDELAG NO 7804 NONE I RESEARCH ASSISTANT 2000 72668 0 BOOK & DVD SALES 10536 BOOK ROYALTIES 15 3506 14 6139 14 91239 18 173241 GOOGLE/YOUTUBE MONETIZATION 541800 1132 1132 274125 10536 285793 1A INFINITY 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. 0 0 0 0 0 0 0 0 0 0 X X 1 SASHI KEJRIWAL 14046 HUGES LANE DALLAS TX 75254 25000 X 2 MAHESH KRISHNAMURTHY 36 COACHSIDE LANE PITTSFORD NY 14534 25000 X 3 PRITI CHATTER 35 FLINT ROAD CONCORD MA 01742 5000 X 4 JAYASREE REDDI 8100 GLENBRITTLE WAY RALEIGH NC 27615 5000 X 5 SHANKAR IYER 92 PROVIDENCE BLVD KENDALL PARK NJ 08824 70000 X 6 SHRITA CHARITABLE FOUNDATION 225 VALERIE LANE WAYNE PA 19087 25000 X 7 KAMALA KANT VIJAI 9713 GAVIN STONE AVENUE LAS VEGAS NV 89145 15000 X 8 PRASHANT BANERJEE 708 KRISTIN WESTMONT IL 60559 15000 X 9 RAMA SHANKAR 1257 TRAIL DRIVE DIXON IL 61021 10001 X 10 DB CHANDORA 565 LAKE FRONT DRIVE LILBURN GA 30047 5000 X 11 PHANIDHAR KANDALA 233 SCENIC VIEW DRIVE ATLANTA GA 30339 5808 X PKF O'CONNOR DAVIES, LLP - TAX PREP FEES 12729 0 12729 NITHYANANDESHWAR DEVASTH ANAM TRUST OFF MYSHORE ROAD BIDADI KARNATAKA IN 562109 2018-08-15 7001 PURCHASE OF FOOD TO BE SERVED AT NO CHARGE AT GURUPURNIMA - AN EVENT TO CELEBRATE SPIRITUAL TEACHERS 7001 NONE 2/4/2020 SUMMARY OF DIRECT CHARITABLE ACTIVITIES 990-PF, PART IX-A INFINITY 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 7 PART XIII THE 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 HOUSING URBAN DEVELOPMNT DTD 6/14/2000 7.958% 8/1/2019 5100 5026 WALT DISNEY CO 19671 111712 CBS CORP CL B 48371 47402 ALPHABET INC CAP STK CL A 63091 140764 TJX COS INC 52270 76147 HOME DEPOT INC. 57810 103985 DOLLAR TREE INC 75459 112760 ULTA BEAUTY INC 33683 57584 BOOKING HOLDINGS INC 49333 63740 COLGATE PALMOLIVE CO. 28960 72028 COSTCO WHOLESALE CORP 46740 81921 PEPSICO INC. 37278 91791 PROCTER & GAMBLE CO. 36145 71821 EXXON MOBIL CORPORATION 40298 53641 PIONEER NATURAL RESOURCES CO 77507 76930 CHEVRON CORP 69457 116351 MARATHON PETROLEUM CORP 68840 65380 US BANCORP 53024 62880 CHARLES SCHWAB CORP. 73189 60446 PNC FINANCIAL SERVICES GROUP 60284 96096 JPMORGAN CHASE & CO 83847 145340 DISCOVER FINANCIAL SERVICES 61415 77590 CHUBB LIMITED 46931 58916 BRISTOL MYERS SQUIBB CO. 70680 56688 CVS CORP 79182 70565 GILEAD SCIENCES INC. 75305 64520 BIOGEN IDEC INC 49287 49113 EDWARDS LIFESCIENCES CP 47165 104378 LABORATORY CORP OF AMERICA HOLDINGS 62748 63109 JOHNSON & JOHNSON 42531 69640 BOEING CO. 41159 121943 SNAP ON INC 48752 51514 HONEYWELL INTERNATIONAL INC 39620 113484 CUMMINS INC 50548 60997 UNION PACIFIC CORP. 34109 69335 UNITED TECHNOLOGIES CORP 55016 84630 APPLIED MATERIALS INC 70728 72215 CISCO SYSTEMS 49075 119585 QUALCOMM CORP. 50052 90523 MICROSOFT CORP. 29981 157403 APPLE INC. 8149 173180 INTEL CORP 38540 47870 MASTERCARD INC-CL A 40100 125652 PAYPAL HOLDINGS INC 29611 108165 SHERWIN WILLIAMS CO. 56704 107698 GLENMEDE QUANT US LONG/SHORT EQUITY AT COST 82108 88570 FIRST TR NORTH AMERICAN ENERGY INFRA ETF AT COST 90890 105102 DODGE & COX INTL STOCK FUND AT COST 116249 122191 GLENMEDE QUANT INTERNATIONAL EQUITY AT COST 118325 124796 MATTHEWS PACIFIC TIGER FD - IS AT COST 104774 131503 DFA TA WORLD EX US CORE EQUITY PORT AT COST 131145 123652 GLENMEDE SMALL CAP ADV AT COST 183143 228000 ISHARES S & P SMALLCAP 600/GRO AT COST 12286 12226 GLENMEDE CORE FIXED INCOME AT COST 334929 335733 D&O AND BUSINESS INSURANCE 5202 0 5202 OFFICE AND EQUIPMENT EXPENSES 40839 0 40839 BANK FEES 1244 0 1244 PROGRAM EXPENSE - RESEARCH BOOKS 614 0 614 POSTAGE AND DELIVERY 2606 0 2606 PAYROLL AND 401K ADMINISTRATION 4450 0 4450 STORAGE EXPENSES 8397 0 8397 COMMUNICATION EXPENSES 15209 0 15209 DUES AND SUBSCRIPTIONS 10005 0 10005 PAYPAL FEES 3816 0 3816 OUTREACH 109694 0 109694 REPAIRS & MAINTENANCE 66 0 66 BOOK & DVD SALES 10536 10536 10536 BOOK ROYALTIES 3506 3506 3506 GOOGLE/YOUTUBE MONETIZATION 1132 0 1132 GLENMEDE - INVESTMENT MANAGEMENT FEES 11550 11550 0 MEDIA CONSULTING 1000 0 1000 DANIEL RISPOLI - PRODUCTION ASSISTANT 480 0 480 KENNEDY MCCOURT - PRODUCTION ASSISTANT 14252 0 14252 RESEARCH ASSISTANT - GERALD SURYA 12551 0 12551