5RIVERS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- 5RIVERS FOUNDATION (EIN 45-3723090)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-02
- IRS object ID
- 201602159349100805
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T14:17:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453723090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5Rivers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % 5Rivers Foundation | InCareOfNm |
| Business Name Control | 5RIV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6074 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARVEEN KHANUTA | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,955,534 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $581 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $581 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,932 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $1,072 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,072 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,063 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,322 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,322 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $585,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $523,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $523,581 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,370,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,370,911 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,431,953 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,956,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,894,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,955,534 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,956,816 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,894,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,956,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,894,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,956,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,894,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,956,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $2,894,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,894,492 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,028,764 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049705 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,559 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,655,547 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,788 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,590,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023077 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,029,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075485 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.165654 | TotalDistributionRt |
| Average Distribution | 0.041414 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,050,362 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,742 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $564 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,457 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,129 | SubtotalAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $705 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $424 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,129 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5Rivers Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6074 | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jasleen Khanuja | ||||||||
| PO Box 6074 | Scottsdale | AZ | 85261 | VP | 1.0 | $0 | $0 | $0 |
| Neel-Preet Khanuja | ||||||||
| PO Box 6074 | Scottsdale | AZ | 85261 | VP | 1.0 | $0 | $0 | $0 |
| Parveen Khanuja | ||||||||
| PO Box 6074 | Scottsdale | AZ | 85261 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Parvinderjit Khanuja | ||||||||
| PO Box 6074 | Scottsdale | AZ | 85261 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,548,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $563,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,112,043 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,112,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,050,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,129 | TotalTaxAmt |
| Distributable Before Adj | $201,389 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,389 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $206,389 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,457 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $123,457 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $123,457 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,389 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,382 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $123,457 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,382 | AppliedToYear1Amt |
| Applied To Current Year | $6,075 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $200,314 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Parveen Khanuja | ContributingManagerNm |
| Contributing Manager | PARVINDERJIT KHANUJA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| M Singh Wazir | ||||||||
| ARIZONA STATE UNIVERSITY | PO BOX 870303 | TEMPE | AZ | 85287 | N/A | I | Scholarship Grant | $1,500 |
| B Singh Bains | ||||||||
| CALIFORNIA STATE UNIVERSITY FRESNO | 5150 N MAPLE AVE M/S JA64 | FRESNO | CA | 93740 | N/A | I | Scholarship Grant | $1,500 |
| F Singh Gill | ||||||||
| CALIFORNIA STATE UNIVERSITY FRESNO | 5150 N MAPLE AVE M/S JA64 | FRESNO | CA | 93740 | N/A | I | Scholarship Grant | $1,500 |
| F Singh Gill | ||||||||
| CALIFORNIA STATE UNIV FRESNO FDN | 4910 N CHESTNUT AVE | FRESNO | CA | 93726 | N/A | I | Scholarship Grant | $3,000 |
| R Singh Brar | ||||||||
| CALIFORNIA STATE UNIV FRESNO FDN | 4910 N CHESTNUT AVE | FRESNO | CA | 93726 | N/A | I | Scholarship Grant | $1,500 |
| K Kaur | ||||||||
| FOOTHILL-DE ANZA COMM COLLEGE DISTR | 21250 STEVENS CREEK BLVD | CUPERTINO | CA | 95014 | N/A | I | Scholarship Grant | $1,500 |
| G Singh | ||||||||
| INDIANA UNIVERSITY | FRANKLIN HALL 011 601 E KIRKWOOD | BLOOMINGTON | IN | 47405 | N/A | I | Scholarship Grant | $1,500 |
| JAKARA MOVEMENT | ||||||||
| 6089 N 1ST ST STE 102 | FRESNO | CA | 93710 | N/A | PC | General & Unrestricted | $5,536 | |
| G Kaur | ||||||||
| LONG ISLAND UNIVERSITY | 1 UNIVERSITY PLZ | BROOKLYN | NY | 11201 | N/A | I | Scholarship Grant | $1,500 |
| PANJAB DIGITAL LIBRARY USA | ||||||||
| 570 INDIAN ROCK DR | COPPELL | TX | 75019 | N/A | PC | General & Unrestricted | $10,000 | |
| G Singh | ||||||||
| POMONA COLLEGE | 150 E 8TH ST PENDLETON BLDG 108 | CLAREMONT | CA | 91711 | N/A | I | Scholarship Grant | $1,500 |
| K Preet | ||||||||
| SANTA CLARA COLLEGE | 500 EL CAMINO REAL | SANTA CLARA | CA | 95050 | N/A | I | Scholarship Grant | $1,500 |
| J Dosanjh | ||||||||
| REGENTS OF THE UNIV OF CALIFORNIA | 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | N/A | I | Scholarship Grant | $1,500 |
| D Chatha | ||||||||
| REGENTS OF UNIV OF CA - UC DAVIS | 1 SHIELDS AVE | DAVIS | CA | 95616 | N/A | I | Scholarship Grant | $3,000 |
| S Kaur Ghoman | ||||||||
| SAN JOSE STATE UNIVERSITY | 1 WASHINGTON SQ | SAN JOSE | CA | 95192 | N/A | I | Scholarship Grant | $1,500 |
| SIKH COALITION INC | ||||||||
| 50 BROAD ST STE 1537 | NEW YORK | NY | 10004 | N/A | PC | SAT Scholarships Fund | $39,570 | |
| G Singh | ||||||||
| STONY BROOK UNIVERSITY | PO BOX 619 | STONY BROOK | NY | 11790 | N/A | I | Scholarship Grant | $5,216 |
| C Pal Singh | ||||||||
| THE U C DAVIS FOUNDATION | 1460 DREW AVE STE 100 | DAVIS | CA | 95618 | N/A | I | Scholarship Grant | $3,500 |
| R Singh | ||||||||
| U OF CA DAVIS - SCHOOL OF EDUCATION | ONE SHIELDS AVE | DAVIS | CA | 95616 | N/A | I | Scholarship Grant | $1,500 |
| K Ghoman | ||||||||
| U OF CA DAVIS - SCHOOL OF EDUCATION | ONE SHIELDS AVE | DAVIS | CA | 95616 | N/A | I | Scholarship Grant | $1,500 |
| S Singh | ||||||||
| U of CA DAVIS - SCHOOL OF EDUCATION | ONE SHIELDS AVE | DAVIS | CA | 95616 | N/A | I | Scholarship Grant | $1,500 |
| J Singh | ||||||||
| UC SANTA BARBARA FINANCIAL AID OFC | 2103 SAASB | SANTA BARBARA | CA | 93106 | N/A | I | Scholarship Grant | $1,000 |
| R Singh | ||||||||
| U OF CA IRVINE FINANCIAL AID OFC | 102 ADMINISTRATION BLDG | IRVINE | CA | 92697 | N/A | I | Scholarship Grant | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,322 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $581 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,513 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IK MANZIL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24902 Miranda Rdg | AddressLine1Txt |
| City | Boerne | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-11-07 | GrantDt |
| Grant | $60,000 | GrantAmt |
| Purpose Of Grant | To Support the Local Sikh Religion and Culture | PurposeOfGrantTxt |
| Expended By Grantee | $60,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 3/8/16 | DatesOfReportsByGranteeTxt |
| Results Of Verification | None Necessary | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | $344,146 | $593,400 |
| EXXON MOBIL CORP | $40,488 | $38,975 |
| GENERAL ELECTRIC CO | $41,275 | $77,875 |
| GUGGENHEIM BRIC ETF | $109,905 | $73,020 |
| ISHARES MSCI EMERGING MARKETS | $151,740 | $128,760 |
| ISHARES MSCI FRONTIER 100 FUND | $66,877 | $49,780 |
| ISHARES MSCI-MEXICO | $40,035 | $29,898 |
| ISHARES TRUST MSCI EAFE INDEX | $197,580 | $234,880 |
| MICROSOFT CORP | $51,750 | $110,960 |
| MORGAN STANLEY | $62,920 | $127,240 |
| PFIZER INC | $41,470 | $64,560 |
| POWERSHARES INDIA | $52,980 | $58,560 |
| POWERSHARES QQQ NASDAQ 100 | $281,274 | $559,300 |
| SPDR S&P 500 ETF TRUST | $62,005 | $101,935 |
| SPDR S&P MIDCAP 400 EFT TRUST | $78,718 | $127,020 |
| UNITEDHEALTH GROUP INC | $97,000 | $235,280 |
| VANGUARD FTSE EMERGING MARKETS | $81,780 | $65,420 |
| VANGUARD MID-CAP ETF | $80,620 | $120,110 |
| VANGUARD MID-CAP GROWTH ETF | $59,495 | $99,710 |
| VANGUARD MSCI EUROPEAN ETF | $204,790 | $199,520 |
| VANGUARD MSCI PACIFIC ETF | $51,340 | $56,670 |
| VANGUARD SMALL-CAP VALUE ETF | $133,685 | $197,540 |
| WELLS FARGO & CO | $39,038 | $81,540 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $29,038 | $29,038 | |
| Bank Charges | $80 | $80 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $5,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2015 | CategoryTxt |
| Amt | $300 | Amt |
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