THE VASANT AND PRABHA RATHI FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE VASANT AND PRABHA RATHI FOUNDATION (EIN 81-3878588)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202031359349101248
Schema version
2019v5.1
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)
Return2020-05-14T15:49:03-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813878588EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Vasant and Prabha Rathi FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlVASABusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVASANT RATHYPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,730,065FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,262,295ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,746InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,746InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$192,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$192,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$334,059NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,813,560GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$525,823CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,794,630TotalRevAndExpnssAmt
Total Net Invst Incm$724,099TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$129,804OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$129,804OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,010TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,310TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,569TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,569TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,867OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$99OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,768OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$172,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$131,213TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$37,337TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$605,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$605,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$777,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$131,213TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$642,837TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,016,880ExcessRevenueOverExpensesAmt
Net Investment Income$592,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$311,010SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$516,248SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$516,248SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$890,081USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,275,790USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,307,683USGovtObligationsEOYFMVAmt
Corporate Stock BOY$7,908,060CorporateStockBOYAmt
Corporate Stock EOY$8,306,833CorporateStockEOYAmt
Corporate Stock EOYFMV$12,482,720CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,427,598CorporateBondsBOYAmt
Corporate Bonds EOY$1,402,737CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,423,414CorporateBondsEOYFMVAmt
Total Assets BOY$10,536,749TotalAssetsBOYAmt
Total Assets EOY$11,501,608TotalAssetsEOYAmt
Total Assets EOYFMV$15,730,065TotalAssetsEOYFMVAmt
Other Liabilities BOY$127,414OtherLiabilitiesBOYAmt
Other Liabilities EOY$75,393OtherLiabilitiesEOYAmt
Total Liabilities BOY$127,414TotalLiabilitiesBOYAmt
Total Liabilities EOY$75,393TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$10,409,335RetainedEarningBOYAmt
Retained Earning EOY$11,426,215RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,409,335TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,426,215TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,536,749TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,501,608TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,409,335TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,016,880ExcessRevenueOverExpensesAmt
Subtotal$11,426,215SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,426,215TotNetAstOrFundBalancesEOYAmt

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$2,813,560GrossSalesPriceAmt
Cost Or Other Basis$2,287,737CostOrOtherBasisAmt
Gain Or Loss$525,823GainOrLossAmt
Gains Minus Excess Or Losses$525,823GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$525,823CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$527,194AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,933,636NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040761DistributionYr1Rt
Adjusted Qlfy Distri Yr2$93,706AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,062,862NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.007768DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$2,181,189NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.048529TotalDistributionRt
Average Distribution0.016176AverageDistributionRt
Net Vl Noncharitable Assets$13,092,030NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$211,777AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,929NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$217,706AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$642,837QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,929InvestmentIncomeExciseTaxAmt
Subtotal$5,929SubtotalAmt
Tax Based On Investment Income$5,929TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,340EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,340TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$411OverpaymentAmt
Applied To ES Tax$411AppliedToESTaxAmt

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 Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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

FieldValueIRS element (for citing)
PersonVasant RathiPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, Pres, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS Financial ServicesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17700 Wisconsin Ave Suite 300AddressLine1Txt
CityBethesdaCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment MgmtServiceTypeTxt
Compensation$100,739CompensationAmt
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$12,778,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$513,328AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,291,401TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,291,401AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$199,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,092,030NetVlNoncharitableAssetsAmt
Minimum Investment Return$654,602MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$654,602MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,929TaxBasedOnInvestmentIncomeAmt
Total Tax$5,929TotalTaxAmt
Distributable Before Adj$648,673DistributableBeforeAdjAmt
Distributable Before Ded$648,673DistributableBeforeDedAmt
Distributable As Adjusted$648,673DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$642,837ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$642,837QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,929PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$636,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$648,673DistributableAsAdjustedAmt
Undistributed Income PY$628,913UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$642,837QualifyingDistributionsAmt
Applied To Year1$628,913AppliedToYear1Amt
Applied To Current Year$13,924AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$634,749UndistributedIncomeCYAmt
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 ManagerVasant RathiContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
826LA
1714 W SUNSET BLVDLOS ANGELESCA90026N/APCGeneral & Unrestricted$10,000
AKSHAYA PATRA FOUNDATION USA
6800 OWENSMOUTH AVE STE 230CANOGA PARKCA91303N/APCThane or Panwel Kitchen Fund in Maharashra.$50,000
ALL WORLD GAYATRI PARIWAR U S A
2446 W ORANGE AVEANAHEIMCA92804N/APCGeneral & Unrestricted$10,000
ANEKANT COMMUNITY CENTER
16220 RIDGEVIEW LNLA MIRADACA90638N/APCto purchase 40 Angel Tags for the Orange county seniors as a holiday gift$1,000
BIDADA INTERNATIONAL FOUNDATION
11403 TORTUGA STCYPRESSCA90630N/APCGeneral & Unrestricted$10,000
EKAL VIDYALAYA FOUNDATION OF USA INC
1712 HWY 6 S STE AHOUSTONTX77077N/APCGeneral & Unrestricted$21,000
EKAL VIDYALAYA FOUNDATION OF USA INC
1712 HWY 6 S STE AHOUSTONTX77077N/APCMedical initiative in 270 Adivasi villages in NasiK, Maharashtra$50,000
HABITAT FOR HUMANITY INTERNATIONAL INC
2200 S RITCHEY STSANTA ANACA92705N/APCGeneral & Unrestricted$10,000
INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS OF
californiaLOS ANGELESCA90034N/APCGeneral & Unrestricted$10,0003764 WATSEKA AVE
INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS OF
californiaLOS ANGELESCA90034N/APCCharitable Event$5,0003764 WATSEKA AVE
INTERNATIONAL SOCIETY FOR KRISHNA CONSCIOUSNESS OF
californiaLOS ANGELESCA90034N/APCearthquake retrofit fund$11,0003764 WATSEKA AVE
KRISHNA BHAKTI SEVA SANGH
2940 LINDEN DRNEW BRIGHTONMN55112N/APCGeneral & Unrestricted$5,000
LOS ANGELES MISSION INC
PO BOX 60127LOS ANGELESCA90060N/APCThanksgiving meal fund$10,000
MAHESHWARY MAHASABHA OF NORTH AMERICA INC
1115 GRAND HAMPTONS DRHERNDONVA20170N/APCEducation Foundation of MMNA Scholarship fund for students from Nasik, Maharashra$5,000
MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
borders usa incHAGERSTOWNMD21741N/APCGeneral & Unrestricted$25,000PO BOX 5030
NIRANTARA
23411 SUMMERFIELD APT 68FALISO VIEJOCA92656N/APCGeneral & Unrestricted$5,000
PARAM SHAKTI PEETH OF AMERICA FOUNDATION
8260 NW 49TH MNRCORAL SPRINGSFL33067N/APCGeneral & Unrestricted$31,000
PRATHAM USA
9703 RICHMOND AVE STE 102HOUSTONTX77042N/APCGeneral & Unrestricted$50,000
PULMONARY FIBROSIS NOW INC
4880 MURIETTA STCHINOCA91710N/APCGeneral & Unrestricted$95,500
RADHA KRISHNA MANDIR
12634 PIONEER BLVDNORWALKCA90650N/APCNew Temple construction fund$5,000
RAM RAJYA FOUNDATION OF CALIFORNIA
25373 GENTIAN AVEMORENO VALLEYCA92551N/APCGeneral & Unrestricted$5,000
SANKARA EYE FOUNDATION USA
1900 MCCARTHY BLVD STE 302MILPITASCA95035N/APCGeneral & Unrestricted$10,000
SARATHI YOGA FOUNDATION
23 PROSAIRVINECA92620N/APCGeneral & Unrestricted$25,000
SEWA INTERNATIONAL INC
100 W OAKS MALLHOUSTONTX77082N/APCGeneral & Unrestricted$2,500
SHARE A SMILE
45 RIVER DR S APT 3010JERSEY CITYNJ07310N/APCGeneral & Unrestricted$10,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCGeneral & Unrestricted$1,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCCharitable Event$11,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCBhoomi poojan new temple construction fund$15,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCNew Temple construction fund$25,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCNew Temple construction fund$10,000
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCNavaratri Homa Worship Service Fund$500
SOCIETY FOR THE ADVANCEMENT OF VEDIC CULTURE
1022 N BRADFORD AVEPLACENTIACA92870N/APCnew temple construction fund$10,000
SOMEONE CARES SOUP KITCHEN
PO BOX 11267COSTA MESACA92627N/APCGeneral & Unrestricted$5,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105N/APCGeneral & Unrestricted$5,000
VED VIGNAN MAHAVIDYAPEETH
12 MURPHY DRNASHUANH03062N/APCCharitable Event$51,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$605,500TotalGrantOrContriPdDurYrAmt

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$5,746ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$192,530ExclusionAmt
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$334,059ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$532,335ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$532,335TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRathi VasantContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14880 Murrieta StAddressLine1Txt
CityChinoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91710ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,262,295TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE INC AAPL, 4500 sh.NoncashPropertyDesc
Fair Market Value$1,262,295FairMarketValueAmt
Received2019-12-18ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN EXPRESS CR CORP BOND$49,698$50,230
ANHEUSER-BUSCH INBEVFIN NT - 2$29,852$30,525
AT&T BD - 3.000% - 06/30/2022$27,069$27,582
BERKSHIRE HATHAWAY NOTE - 2.20$100,736$100,460
CAPITAL ONE NATL ASSN - 2.350%$250,172$250,049
CITIGROUP INC NOTE - 2.400% -$50,205$50,020
CONOCOPHILLIPS CO - 2.400% - 1$24,694$25,280
DEUTSCHE BK AG FR - 3.700% - 0$25,080$25,444
EXPRESS SCRIPTS HLDG CO - 0.00$24,771$25,440
GENERAL MTRS - 3.700% - 05/09/$25,209$25,775
GILEAD SCIENCES INC NOTE - 2.3$50,387$50,012
INTERNATIONAL BUSINESS MACHINE$96,488$99,990
JOHN DEERE CAPITAL CORP - 2.65$99,937$102,841
JOHNSON & JOHNSON - 1.650% - 0$49,719$49,981
JP MORGAN CHASE - 2.700% - 05/$24,752$25,455
MACY'S - 3.625% - 06/01/2024$23,389$25,258
MOTOROLA SOLUTIONS - 0.000% -$25,217$25,823
PETROLEOS MEXICANOS NTS - 4.25$24,652$25,413
PHILIP MORRIS INTL INC - 2.625$50,179$50,624
PROSPECT CAP CORP MTN - 5.000%$24,963$24,976
QUALCOMM NOTE - 2.900% - 05/20$25,153$25,807
SANTANDER UK PLC NOTE - 2.375%$49,900$50,027
STATOIL - 2.650% - 01/15/2024$25,029$25,639
UNITED TECHNOLOGIES CORP - 2.8$125,585$128,492
VIACOM INC BOND - 3.250% - 03/$24,806$25,362
WELLS FARGO - 3.000% - 02/19/2$50,008$51,596
XEROX CORP CALL - 3.800% - 05/$25,087$25,313

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$88,895$88,540
ALIBABA GROUP HOLDING LTD$86,871$106,050
ALPHABET INC CL C$1,105,706$1,919,961
AMAZON COM$273,611$461,960
AMGEN INC$106,409$144,642
ANTHEM INC$100,583$120,812
APPLE INC$2,179,875$3,822,442
AT&T, INC$15,772$19,931
AVALONBAY CMNTYS INC$66,073$79,686
BAIDU.COM - ADR$99,739$88,480
BANK OF AMERICA CORP$507,969$782,412
BLACKROCK INC$5,594$7,541
BOEING CO$171,703$190,570
BROADCOM INC$5,590$6,320
CELANESE CORPORATION$7,872$10,465
CISCO SYSTEMS INC$21,236$32,853
CITIGROUP INC$18,827$22,769
CME GROUP, INC$9,173$15,054
COGNIZANT TECHNOLOGY SOLUTIONS$5,869$6,202
CVS CAREMARK CORP$17,127$18,944
DANAHER CORP$23,712$46,044
DIAGEO PLC ADS$9,873$11,789
DIAMOND HILL LONG SHORT FUND C$73,174$77,300
EATON CORP PLC$6,473$8,998
EATON VANCE GLOBAL MACRO FD CL$70,000$67,774
ELI LILLY & CO$3,279$3,943
FACEBOOK INC$125,142$143,675
GILEAD SCIENCES INC$22,328$19,494
HOME DEPOT INC$7,357$10,919
HONEYWELL INTL$22,555$35,400
ISHARE SP SMALL CAP 600 INDEX$286,551$340,096
ISHARES DOW JONES US HEALTHCAR$79,569$107,860
ISHARES NASDAQ BIOTECHNOLOGY$95,911$120,510
ISHARES SHORT MATURITY BOND ET$185,578$185,674
ISHARES TR S & P MIDCAP 400 IN$247,353$300,497
JOHCM INTL SELECT FUND CL I$142,000$163,897
JP MORGAN CHASE$279,858$467,966
LAM RESEARCH CORP$39,078$64,328
LAS VEGAS SANDS CORP$6,132$7,249
LOCKHEED MARTIN CORP$151,808$175,221
MANULIFE FIN CORP$10,099$12,275
MERCK & CO INC$150,035$224,647
MICROSOFT CORP$133,557$244,435
MONDELEZ INTERNATIONAL INC$13,585$15,422
NIKE INC-CL B$11,924$21,782
NOVO NORDISK A S$65,771$109,972
NVIDIA CORP$62,268$94,120
PNC FINANCIAL GROUP INC$16,883$20,752
PROCTER GAMBLE CO$88,103$124,900
ROBECO BOSTON PARTNERS LONG SH$65,000$64,674
SALESFORCE.COM$62,174$130,112
SERVICE NOW$56,362$141,160
SUNCOR ENERGY INC$10,548$12,300
TARGET CORPORATION$9,635$16,026
THERMO FISHER SCIENTIFIC INC$6,736$9,746
TJX COMPANIES INC$9,340$10,991
TOTAL FINA ELF S.A$14,028$14,378
TWEEDY BROWNE GLOBAL VALUE FUN$122,000$125,102
UNION PACIFIC$7,906$13,559
UNITEDHEALTH GROUP INC$132,343$176,388
VAN ECK EMERGING MARKETS FUND$250,651$303,882
VANGUARD SF REIT ETF$105,244$116,915
WALT DISNEY HOLDINGS CO$123,354$158,370
ZOETIS INC$7,062$16,544

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,275,790USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,307,683USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$34,743$34,743
Bank Charges$99$99
State or Local Filing Fees$25$25

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING OPTIONSDesc
BOY Book Value$127,414BOYBookValueAmt
EOY Book Value$75,393EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$129,804Amt
Net Investment Income$129,804NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2019$3,700
Foreign Tax Paid$1,310$1,310

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