5RIVERS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
5RIVERS FOUNDATION (EIN 45-3723090)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349100649
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)
Return2020-11-16T14:33:52-06:00ReturnTs
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)
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 KHANUJHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

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

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520203215000047FederalOriginalSubmissionId
Federal Original Submission Id2020-11-16FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2E580382B6EC9A3FAB9C3255FF56957C9676C3F6AtSubmissionCreationDeviceId
At Submission Filing Device IdA26C29E5F40912E873B4E7A5785B2430321D944CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,263,694FMVAssetsEOYAmt
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$3,108InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,108InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$78,541DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,541DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,480GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,447CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$98,096TotalRevAndExpnssAmt
Total Net Invst Incm$98,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$32,056OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,975OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,356TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$81TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$260,356TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$81TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$259,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$162,260ExcessRevenueOverExpensesAmt
Net Investment Income$98,015NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$486,940SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$325,780SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$325,780SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$2,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$2,199,941CorporateStockBOYAmt
Corporate Stock EOY$2,200,941CorporateStockEOYAmt
Corporate Stock EOYFMV$4,935,914CorporateStockEOYFMVAmt
Total Assets BOY$2,686,881TotalAssetsBOYAmt
Total Assets EOY$2,528,721TotalAssetsEOYAmt
Total Assets EOYFMV$5,263,694TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,686,881RetainedEarningBOYAmt
Retained Earning EOY$2,528,721RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,686,881TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,528,721TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,686,881TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,528,721TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,686,881TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$162,260ExcessRevenueOverExpensesAmt
Other Increases$4,100OtherIncreasesAmt
Subtotal$2,528,721SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,528,721TotNetAstOrFundBalancesEOYAmt

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$16,480GrossSalesPriceAmt
Cost Or Other Basis$33CostOrOtherBasisAmt
Gain Or Loss$16,447GainOrLossAmt
Gains Minus Excess Or Losses$16,447GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16,447CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$226,132AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,912,647NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046031DistributionYr1Rt
Adjusted Qlfy Distri Yr2$183,921AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,548,817NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040433DistributionYr2Rt
Adjusted Qlfy Distri Yr3$213,787AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,955,894NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054043DistributionYr3Rt
Adjusted Qlfy Distri Yr4$123,457AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,050,362NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03048DistributionYr4Rt
Adjusted Qlfy Distri Yr5$200,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,028,764NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049705DistributionYr5Rt
Total Distribution0.220692TotalDistributionRt
Average Distribution0.044138AverageDistributionRt
Net Vl Noncharitable Assets$4,851,801NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$214,149AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$980NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$215,129AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$259,975QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$980InvestmentIncomeExciseTaxAmt
Subtotal$980SubtotalAmt
Tax Based On Investment Income$980TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$753EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,256ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,009TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,029OverpaymentAmt
Applied To ES Tax$1,029AppliedToESTaxAmt

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$4,500,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$424,495AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$510FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,925,686TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,925,686AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$73,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,851,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$242,590MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$242,590MinimumInvestmentReturnAmt
Tax Based On Investment Income$980TaxBasedOnInvestmentIncomeAmt
Total Tax$980TotalTaxAmt
Distributable Before Adj$241,610DistributableBeforeAdjAmt
Recoveries Qualfied Distri$4,100RecoveriesQualfiedDistriAmt
Distributable Before Ded$245,710DistributableBeforeDedAmt
Distributable As Adjusted$245,710DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$259,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$259,975QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$980PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$258,995AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$245,710DistributableAsAdjustedAmt
Undistributed Income PY$241,397UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$259,975QualifyingDistributionsAmt
Applied To Year1$241,397AppliedToYear1Amt
Applied To Current Year$18,578AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$227,132UndistributedIncomeCYAmt
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
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

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 (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Muskanpreet Kaur
AMERICAN UNIVERSITY4400 MASSACHUSETTS AVE NWWASHINGTONDC20016noneISCHOLARSHIP GRANT$1,500
Jasandeep Singh
CA POLYTECHNIC STATE UNIVERSITYONE GRAND AVE BLDG 117 NO 208SAN LUIS OBISPOCA93407noneIScholarship Grant$2,000
Rahemjot Singh
CA STATE POLYTECHNIC UNIV POMONA3801 W TEMPLE AVEPomonaCA91768NoneIScholarship Grant$2,000
Baltripat Singh
CA STATE UNIVERSITY FRESNO5150 N MAPLE AVE M/S JA58FRESNOCA93740noneIScholarship Grant$3,000
Dewinder Singh
CA STATE UNIVERSITY FRESNO5150 N MAPLE AVE M/S JA58FRESNOCA93740NONEIScholarship Grant$1,000
Nimritjot Singh Hothi
CA STATE UNIVERSITY FRESNO5150 N MAPLE AVE M/S JA58FRESNOCA93740NONEIScholarship Grant$1,500
Amritpal Kaur
CA STATE UNIV BAKERSFIELD9001 STOCKDALE HWYBAKERSFIELDCA93311NONEIScholarship Grant$2,000
Gurjeet Singh Sandhar
CA STATE UNIVERSITY STANISLAUS1 UNIVERSITY CIRTURLOCKCA95382noneIScholarship Grant$1,500
CYBER SIKH ORGANIZATION
23800 VIA DEL RIOYORBA LINDACA92887N/APCGeneral & Unrestricted$12,000
DASVANDH NETWORK
4429 HYCLIFFE DRTROYMI48098N/APCGeneral & Unrestricted$71,000
Japjee Singh
GEORGIA STATE UNIVERSITYPO BOX 4029ATLANTAGA30302NoneIScholarship Grant$2,000
Akashdeep Singh
HOFSTRA UNIVERSITY126 HOFSTRA UNIV MEMORIAL HALLHEMPSTEADNY11549NoneIScholarship Grant$1,500
Akashdeep Singh
HOFSTRA UNIVERSITY126 HOFSTRA UNIV MEMORIAL HALLHEMPSTEADNY11549noneIScholarship Grant$1,000
KEEP PHOENIX BEAUTIFUL INC
200 W WASHINGTON ST 16TH FLPHOENIXAZ85003N/APCGeneral & Unrestricted$1,000
NANAK PRACHAR SABHA INC
2829 N SAN FERNANDO RO STE 101LOS ANGELESCA90065N/APCGeneral & Unrestricted$5,000
Pardeep Singh
NASSAU COMMUNITY COLLEGE FOUNDATION364 RICE CIRGARDEN CITYNY11530noneIScholarship Grant$1,500
Varinder Singh
NASSAU COMMUNITY COLLEGE FOUNDATION364 RICE CIRGARDEN CITYNY11530noneIScholarship Grant$2,000
Harwinder Singh
NYU Stern School of Business726 BROADWAY - 2ND FLNEW YORKNY10003noneIScholarship Grant$6,000
PANJAB DIGITAL LIBRARY USA
570 INDIAN ROCK DRCOPPELLTX75019N/APCGeneral & Unrestricted$25,000
PHOENIX ART MUSEUM
1625 N CENTRAL AVEPHOENIXAZ85004N/APCGeneral Fund$10,000
PHOENIX ART MUSEUM
1625 N CENTRAL AVEPHOENIXAZ85004N/APCSikh Heritage Fund$20,000
Harsimren Kaur Pabla
REGENTS OF THE UNIVERSITY OF CA1 SHIELDS AVEDAVISCA95616NONEIScholarship Grant$2,000
Ishminder Dhaliwal
REGENTS OF THE UNIVERSITY OF CA1 SHIELDS AVEDAVISCA95616noneIScholarship Grant$1,500
Palvinder Kaur Dhillon
REGENTS OF THE UNIVERSITY OF CA1 SHIELDS AVEDAVISCA95616NonePCScholarship Grant$6,000
Ramandeep Kaur Authi
REGENTS OF THE UNIVERSITY OF CA1 SHIELDS AVEDAVISCA95616NoneIScholarship Grant$2,000
Deepa Kaur Bajwa
REGENTS OF THE UNIVERSITY OF CA16 SPROUL HALL 1960BERKELEYCA94720noneIScholarship Grant$2,000
Dilraj Singh
REGENTS OF THE UNIVERSITY OF CA201 SPROUL HALL 1960BERKELEYCA94720noneIScholarship Grant$2,500
Manmeet Kaur
REGENTS OF THE UNIVERSITY OF CA201 SPROUL HALL 1960BERKELEYCA94720noneIScholarship Grant$2,000
Simran Kaur
REGENTS OF THE UNIVERSITY OF CA201 SPROUL HALL 1960BERKELEYCA94720NoneIScholarship Grant$2,000
Vaneet Kaur Sandhu
REGENTS OF THE UNIVERSITY OF CA201 SPROUL HALL 1960BERKELEYCA94720noneIScholarship Grant$2,000
Jazleen DOSANJH
REGENTS OF THE UNIVERSITY OF CA141 INNOVATION DR STE 250IRVINECA92617NoneIScholarship Grant$2,000
Tejpaul Singh Bainiwal
REGENTS OF THE UNIVERSITY OF CA900 UNIVERSITY AVERIVERSIDECA92521NoneIScholarship Grant$5,000
Guneet Hora
REGENTS OF THE UNIVERSITY OF CA1156 HIGH STSANTA CRUZCA95064NoneIScholarship Grant$1,500
Loveleen Kaur Brar
REGENTS OF THE UNIV OF MICHIGAN3003 S STATE ST STE 8000ANN ARBORMI48109noneIScholarship Grant$1,000
Kuldeep Kaur Gill
REGENTS UNIVERSITY OF CA1125 MURPHY HALL 405 HILGARD AVELOS ANGELESCA90095NoneIScholarship Grant$1,000
SIKH RELIGIOUS SOCIETY OF ARIZONA
1129 E SHERIDAN STPHOENIXAZ85006N/APCBuilding Maintenance fund for Sikh Temple in Phoenix$5,000
SIKH RESEARCH INSTITUTE SRI
470 SCHOOLEYS MT RDHACKETTSTOWNNJ07840N/APCGeneral & Unrestricted$10,000
NAVNEET KAUR
STATE CENTER COMMUNITY COLLEGE DIST1525 E WELDON AVEFRESNOCA93704NoneIScholarship Grant$1,500
Herman Singh
STONY BROOK UNIVERSITYPO BOX 619STONY BROOKNY11790NoneIScholarship Grant$2,000
Dhamenjot Singh Hothi
UNIV OF CALIFORNIA SANTA BARBARA2103 SAASBSANTA BARBARACA93106NoneIScholarship Grant$1,500
Keerat Singh
UNIV OF MARYLAND BALTIMORE COUNTYOFC OF FINANCIAL AID SCHOLARSHIPSBALTIMOREMD21250noneIScholarship Grant$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,000TotalGrantOrContriPdDurYrAmt

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$3,108ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,541ExclusionAmt
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$16,447ExclusionAmt
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$98,096ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,096TotalIncomeProducingActyAmt

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

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IK MANZILBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16002 CAMP BULLIS RDAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78257ZIPCd
FieldValueIRS element (for citing)
Grant2018-10-15GrantDt
Grant$60,000GrantAmt
Purpose Of GrantTO HELP SUPPORT THE LOCAL SIKH RELIGION AND CULTUREPurposeOfGrantTxt
Expended By Grantee$60,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By Grantee10/10/2019DatesOfReportsByGranteeTxt
Results Of VerificationNONE NECESSARYResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC DEL CL$229,430$679,180
EXXON MOBIL CORP$40,488$34,890
GENERAL ELECTRIC CO$41,275$27,900
INVESCO BRIC ETF$109,905$118,444
INVESCO INDIA ETF$52,980$59,550
INVESCO QQQ TRUST$225,020$850,441
ISHARES MSCI EMERGING MARKETS$151,740$179,480
ISHARES MSCI FRONTIER 100 FUND$66,877$60,700
ISHARES MSCI-MEXICO$40,035$27,018
ISHARES TRUST MSCI EAFE INDEX$197,580$277,760
MICROSOFT CORP$51,750$315,400
MORGAN STANLEY$62,920$204,480
PFIZER INC$41,470$78,360
SPDR S&P 500 ETF TRUST$62,005$160,930
SPDR S&P MIDCAP 400 EFT TRUST$78,718$187,690
UNITEDHEALTH GROUP INC$97,000$587,960
VANGUARD FTSE EMERGING MARKETS$81,780$88,940
VANGUARD FTSE EUROPEAN ETF$204,790$234,400
VANGUARD FTSE PACIFIC ETF$51,340$69,580
VANGUARD MID-CAP ETF$80,620$178,180
VANGUARD MID-CAP GROWTH ETF$59,495$158,780
VANGUARD SMALL-CAP VALUE ETF$133,685$274,140
WABTEC$1,000$1,011
WELLS FARGO & CO$39,038$80,700

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$31,699$31,699
Bank Charges$81$81
Postage/Delivery Service$251$251
State or Local Filing Fees$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Amt$4,100Amt

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)
Loan Original$2,000LoanOriginalAmt
Balance Due$2,000BalanceDueAmt
Note2019-09NoteDt
Loan Maturity2020-12LoanMaturityDt
Interest0InterestRt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2019CategoryTxt
Amt$300Amt

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