5RIVERS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
5RIVERS FOUNDATION (EIN 45-3723090)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-09
IRS object ID
201511609349100411
Schema version
2014v5.0
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)
Return2015-06-09T15:53:05-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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 4891AddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85258ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personparveen kaur khanujaPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-06-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,148,814FMVAssetsEOYAmt
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$929InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$929InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,025DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,025DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,646NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,646GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,646CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,600TotalRevAndExpnssAmt
Total Net Invst Incm$69,600TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,420TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$30,055OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$110OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,945OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$110TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,945TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$171,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$171,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,475TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$110TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,945TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$132,875ExcessRevenueOverExpensesAmt
Net Investment Income$69,490NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$718,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$585,905SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$585,905SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,370,911CorporateStockBOYAmt
Corporate Stock EOY$2,370,911CorporateStockEOYAmt
Corporate Stock EOYFMV$3,562,909CorporateStockEOYFMVAmt
Total Assets BOY$3,089,691TotalAssetsBOYAmt
Total Assets EOY$2,956,816TotalAssetsEOYAmt
Total Assets EOYFMV$4,148,814TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,089,691RetainedEarningBOYAmt
Retained Earning EOY$2,956,816RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,089,691TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,956,816TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,089,691TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,956,816TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,089,691TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$132,875ExcessRevenueOverExpensesAmt
Subtotal$2,956,816SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,956,816TotNetAstOrFundBalancesEOYAmt

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$5,646GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$5,646GainOrLossAmt
Gains Minus Excess Or Losses$5,646GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,646CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$63,559AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,655,547NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.017387DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,788AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,590,839NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.023077DistributionYr2Rt
Adjusted Qlfy Distri Yr3$77,736AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,029,815NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075485DistributionYr3Rt
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 Distribution0.115949TotalDistributionRt
Average Distribution0.03865AverageDistributionRt
Net Vl Noncharitable Assets$4,028,764NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$155,712AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$695NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$156,407AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,945QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$695InvestmentIncomeExciseTaxAmt
Subtotal$695SubtotalAmt
Tax Based On Investment Income$695TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$405OverpaymentAmt
Applied To ES Tax$405AppliedToESTaxAmt

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 4891AddressLine1Txt
CityScottsdaleCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85258ZIPCd
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 OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jasleen Khanuja
PO Box 4891ScottsdaleAZ85258VP1.0$0
Neel-Preet Khanuja
PO Box 4891ScottsdaleAZ85258VP1.0$0
Parveen Khanuja
PO Box 4891ScottsdaleAZ85258Pres / Dir / Sec1.0$0
Parvinderjit Khanuja
PO Box 4891ScottsdaleAZ85258VP / Dir1.0$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$3,421,057AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$669,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,090,116TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,090,116AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,352CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,028,764NetVlNoncharitableAssetsAmt
Minimum Investment Return$201,438MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$201,438MinimumInvestmentReturnAmt
Tax Based On Investment Income$695TaxBasedOnInvestmentIncomeAmt
Total Tax$695TotalTaxAmt
Distributable Before Adj$200,743DistributableBeforeAdjAmt
Distributable Before Ded$200,743DistributableBeforeDedAmt
Distributable As Adjusted$200,743DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,945ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$200,945QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$695PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$200,743DistributableAsAdjustedAmt
Undistributed Income PY$117,584UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$200,945QualifyingDistributionsAmt
Applied To Year1$117,584AppliedToYear1Amt
Applied To Current Year$83,361AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$117,382UndistributedIncomeCYAmt
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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient Person5rivers FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Rd Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19809ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8008391754RecipientPhoneNum
Form And Info And MaterialsSEE LINE 2AFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE LINE 2ASubmissionDeadlinesTxt
Restrictions On AwardsSEE LINE 2ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
B Singh Bains
CALIFORNIA STATE UNIVERSITY FRESNO5150 N MAPLE AVE M/S JA64FRESNOCA93740noneIScholarship Grant$3,000
N Cheema
CALIFORNIA STATE UNIVERSITY FRESNO5150 N MAPLE AVE M/S JA64FRESNOCA93740noneIScholarship Grant$1,500
CYBER SIKH ORGANIZATION
23800 VIA DEL RIOYORBA LINDACA92887N/APCGeneral & Unrestricted$5,000
DASVANDH NETWORK
225 W WASHINGTONCHICAGOIL60606N/APCGeneral & Unrestricted$5,000
IK MANZIL
24902 MIRANDA RDGBOERNETX78006N/APFExpenditure Responsibility Grant$60,000
JAKARA MOVEMENT
6089 N 1ST ST STE 102FRESNOCA93710N/APCYouth Center Project$25,000
JAKARA MOVEMENT
6089 N 1ST ST STE 102FRESNOCA93710N/APCSAT preparation program$15,000
G Kaur
Long Island University1 UNIVERSITY PLZBROOKLYNNY11201noneIScholarship Grant$1,500
S Singh
ORANGE COUNTY COMMUNITY COLLEGE ASS115 S STMIDDLETOWNNY10940noneIScholarship Grant$1,000
PANJAB DIGITAL LIBRARY USA
570 INDIAN ROCK DRCOPPELLTX75019N/APCGeneral & Unrestricted$10,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELE
2195 HEARST AVE RM 120 MC 1104BERKELEYCA94720N/APCCenter for Nonprofit and Public Leadership, Haas School of Business$5,000
G Singh Chatha
Regents of the Univ of California2195 HEARST AVE RM 120 MC 1104BERKELEYCA94720noneIScholarship Grant$5,500
SIKH RESEARCH INSTITUTE SRI
PO BOX 6317BRIDGEWATERNJ08807N/APCGeneral & Unrestricted$10,000
G Singh
Stony Brook UniversityPO BOX 619STONY BROOKNY11790noneIScholarship Grant$2,500
TALEEM INITIATIVE
408 RIVERCREEK DRFREMONTCA94536N/APCSAT Program$5,000
P Kaur
Trustees of Columbia University215 W 125TH ST 3RD FLNEW YORKNY10027noneIScholarship Grant$3,000
UNITED SIKH MISSION
11123 BANANA AVEFONTANACA92337N/APCGeneral & Unrestricted$10,000
K Kaur
UNIVERSITY OF CALIFORNIA DAVISONE SHIELDS AVEDAVISCA95616noneIScholarship Grant$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$171,000TotalGrantOrContriPdDurYrAmt

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$929ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,025ExclusionAmt
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$5,646ExclusionAmt
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$69,600ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,600TotalIncomeProducingActyAmt

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 Line124902 Miranda RdgAddressLine1Txt
CityBoerneCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78006ZIPCd
FieldValueIRS element (for citing)
Grant2014-11-07GrantDt
Grant$60,000GrantAmt
Purpose Of GrantTo support the local Sikh religion and culture.PurposeOfGrantTxt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By GranteeReport expected in 2015DatesOfReportsByGranteeTxt
Results Of VerificationNone necessaryResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC DEL CL$344,146$678,000
EXXON MOBIL CORP$40,488$46,225
GENERAL ELECTRIC CO$41,275$63,175
GUGGENHEIM BRIC ETF$109,905$85,710
ISHARES MSCI EMERGING MARKETS$151,740$157,160
ISHARES MSCI FRONTIER 100 FUND$66,877$61,600
ISHARES MSCI-MEXICO$40,035$35,634
ISHARES TRUST MSCI EAFE INDEX$197,580$243,360
MICROSOFT CORPORATION$51,750$92,900
MORGAN STANLEY$62,920$155,200
PFIZER INC.$41,470$62,300
POWERSHARES INDIA$52,980$62,970
POWERSHARES QQQ NASDAQ 100$281,274$516,250
SPDR S&P 500 ETF TRUST$62,005$102,770
SPDR S&P MIDCAP 400 EFT TRUST$78,718$131,985
UNITEDHEALTH GROUP INC.$97,000$202,180
VANGUARD FTSE EMERGING MARKETS$81,780$80,040
VANGUARD MID-CAP ETF$80,620$123,560
VANGUARD MID-CAP GROWTH ETF$59,495$101,610
VANGUARD MSCI EUROPEAN ETF$204,790$209,640
VANGUARD MSCI PACIFIC ETF$51,340$56,870
VANGUARD SMALL-CAP VALUE ETF$133,685$211,540
WELLS FARGO & CO.$39,038$82,230

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$29,920$29,920
Bank Charges$110$110
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$1,100
990-PF Extension for 2013$320

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