TY 2015 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2015

Open to Public Inspection

For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015

Name of foundation
The Uberoi Foundation for Religious Studies

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

26-6101307

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$7,418,323J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,000
2	Check Sch. B .............
3	Interest on savings and temporary cash investments	167		167
4	Dividends and interest from securities...	141,993		141,993
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		251,160
b	Gross sales price for all assets on line 6a 2,493,421
7	Capital gain net income (from Part IV, line 2)...			251,160
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		68,340	64,333
12	Total. Add lines 1 through 11........	463,660		457,653
13	Compensation of officers, directors, trustees, etc.	54,000			54,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		106,504	66,504	40,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		11,418	3,838
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	11,292			11,292
22	Printing and publications..........
23	Other expenses (attach schedule).......		66,594	29,472	37,072
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	249,808		99,814	142,364
25	Contributions, gifts, grants paid.......	286,000			286,000
26	Total expenses and disbursements. Add lines 24 and 25	535,808		99,814	428,364
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-72,148
b	Net investment income (if negative, enter -0-)			357,839
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2015)

Form 990-PF (2015)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	210,341	405,085	405,085
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	505,762	520,703	514,958
	b	Investments—corporate stock (attach schedule).......	3,825,133	3,547,961	3,989,292
	c	Investments—corporate bonds (attach schedule).......	795,820	788,278	781,975
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,351,759	1,354,640	1,727,013
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,688,815	6,616,667	7,418,323
	17	Accounts payable and accrued expenses..........
	18	Grants payable..................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted..................
	25	Temporarily restricted...............
	26	Permanently restricted...............
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds	6,688,815	6,616,667
	30	Total net assets or fund balances (see instructions).....	6,688,815	6,616,667
	31	Total liabilities and net assets/fund balances (see instructions).	6,688,815	6,616,667

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............

6,688,815

Enter amount from Part I, line 27a .....................

-72,148

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

6,616,667

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .

6,616,667

Form 990-PF (2015)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b	Passthrough K1 Capital Gain
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,493,421	2,354,283	139,138
b			112,022
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			139,138
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	251,160
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see instructions before making any entries.

(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2014	381,612	7,828,739	0.048745
2013	327,086	7,509,207	0.043558
2012	344,862	6,922,161	0.04982
2011	333,986	6,984,969	0.047815
2010	304,596	6,947,159	0.043845

Total of line 1, column (d) .....................

20.233783

Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .

0.046757

Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....

7,539,082

Multiply line 4 by line 3......................

352,505

Enter 1% of net investment income (1% of Part I, line 27b)...........

3,578

Add lines 5 and 6........................

356,083

Enter qualifying distributions from Part XII, line 4.............

428,364

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2015)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	3,578
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	3,578
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,578
6	Credits/Payments:

a	2015 estimated tax payments and 2014 overpayment credited to 2015	6a	4,600
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,110
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	7,710
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,132
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax4,132	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2015)

Page 5

Part VII-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Foundation Source Telephone no. bullet

(800) 839-1754

Located at bullet

501 Silverside Road Suite 123WilmingtonDE ZIP+4 bullet

198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here....... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?...............YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).......YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2015?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2015, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2015?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2015.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?

Form 990-PF (2015)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (Continued)

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2015)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
Anu Bhatia	Trustee 3.0	11,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 3.0	11,000
Jyothi Bhatia	Trustee 2.0	11,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 2.0	11,000
Sneha Harjai	Trustee 2.0	11,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 2.0	11,000
Katharine Nanda	Sec 5.0	1,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Sec 5.0	1,000
Ved P Nanda	Chairman 5.0	10,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Chairman 5.0	10,000
James Polsfut	Executive Dir / Treas 10.0	40,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Executive Dir / Treas 10.0	40,000
Parveen K Setia	Vice Chairman 2.0	10,000
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Vice Chairman 2.0	10,000

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
First Western Trust Bank	INV MGMT/ADMIN	97,881
1200 17TH STREET STE 2650 DENVER,CO80202	INV MGMT/ADMIN	97,881

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2015)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,733,452

Average of monthly cash balances.......................

193,425

Fair market value of all other assets (see instructions)................

1,727,013

Total (add lines 1a, b, and c).........................

7,653,890

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

7,653,890

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

114,808

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

7,539,082

Minimum investment return. Enter 5% of line 5..................

376,954

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

376,954

Tax on investment income for 2015 from Part VI, line 5......

3,578

Income tax for 2015. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,578

Distributable amount before adjustments. Subtract line 2c from line 1............

373,376

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

373,376

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

373,376

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

428,364

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

428,364

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

3,578

Adjusted qualifying distributions. Subtract line 5 from line 4..............

424,786

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2015)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2014	(d) 2015
1 Distributable amount for 2015 from Part XI, line 7				373,376
2 Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only.......			372,742
b Total for prior years:2013, 2012, 2011
3 Excess distributions carryover, if any, to 2015:
a From 2010......
b From 2011......
c From 2012......
d From 2013......
e From 2014......
fTotal of lines 3a through e........
4Qualifying distributions for 2015 from Part
XII, line 4: $ 428,364
a Applied to 2014, but not more than line 2a			372,742
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2015 distributable amount.....				55,622
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2015.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2014. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2016. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........				317,754
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8Excess distributions carryover from 2010 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2016. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2011....
b Excess from 2012....
c Excess from 2013....
d Excess from 2014....
e Excess from 2015....	0

Form 990-PF (2015)

Page 10

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2015, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2015	(b) 2014	(c) 2013	(d) 2012	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2015)

Page 11

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FO 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH,CA90815	N/A	PC	TeachIndia week-long training Program	20,000
FORUM FOR RELIGIOUS FREEDOM PO BOX 190 ROCKY HILL,NJ08553	N/A	PC	Vedic Correlation with Dharma	7,500
HIMALAYAN ACADEMY 107 KAHOLALELE RD KAPAA,HI96746	N/A	PC	TeachIndia classroom material fund	11,000
HIMALAYAN ACADEMY 107 KAHOLALELE RD KAPAA,HI96746	N/A	PC	Uberoi Grant 2015 for Documentary	15,000
HIMALAYAN ACADEMY 107 KAHOLALELE RD KAPAA,HI96746	N/A	PC	California Textbook Controversy Project	15,000
HINDU AMERICAN FOUNDATION 910 17TH ST NW WASHINGTON,DC20006	N/A	PC	Shukla / HAF Director of Education, Curriculum Reform	30,000
HINDU UNIVERSITY OF AMERICA INC 5200 VINELAND RD STE 200 ORLANDO,FL32811	N/A	PC	Denver Teaching Training Program	10,000
INSIGHT MEDITATION COMMUNITY 1630 MAGNOLIA ST DENVER,CO80220	N/A	PC	Earth Sila Project	5,000
INSTITUTE OF ADVANCED SCIENCES 86 FAUNCE CORNER MALL RD UNIT 410 N DARTMOUTH,MA02747	N/A	PC	lay important groundwork for the creation of a teacher training program in India	5,000
INSTITUTE OF ADVANCED SCIENCES 86 FAUNCE CORNER MALL RD UNIT 410 N DARTMOUTH,MA02747	N/A	PC	nationwide teacher training Program	25,000
INSTITUTE OF ADVANCED SCIENCES 86 FAUNCE CORNER MALL RD UNIT 410 N DARTMOUTH,MA02747	N/A	PC	Uberoi Teacher Training in India	40,000
INTERNATIONAL DOCUMENTARY ASSOCIATION 3470 WILSHIRE BLVD STE 980 LOS ANGELES,CA90010	N/A	PC	American Veda Documentary Project	10,000
LOYOLA MARYMOUNT UNIVERSITY 1 LMU DR STE 2800 LOS ANGELES,CA90045	N/A	PC	creation of Center(s) for Sikh and Jain Studies	35,000
LOYOLA MARYMOUNT UNIVERSITY 1 LMU DR STE 2800 LOS ANGELES,CA90045	N/A	PC	International Summer School for Jain Studies (ISSJS)	15,000
LOYOLA MARYMOUNT UNIVERSITY 1 LMU DR STE 2800 LOS ANGELES,CA90045	N/A	PC	Yoga studies Program	7,500
REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 S STATE ST ANN ARBOR,MI48109	N/A	PC	Mandair / Punjabi Publications Translation	5,000
ROYAL INSTITUTION FOR THE ADVANCEMENT OF LEARNING- Martlet House 1430 Peel St Montreal,QuebecH3A 3T3 CA	N/A	PC	World's Religions After 9/11 Fund	25,000
SHAWNEE STATE UNIVERSITY DEVELOPMENT FOUNDATION 940 2ND ST PORTSMOUTH,OH45662	N/A	PC	Charitable Event	5,000
Total ................................. 3a				286,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2015)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........			14	167
4 Dividends and interest from securities....			14	141,993
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	251,160
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aK-1 Inc/Loss	525990	-1,951	14	64,562
bFederal Tax Refund			01	5,729
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		-1,951		463,611

13Total. Add line 12, columns (b), (d), and (e)..................

13461,660

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2015)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2015)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2015 CompensationExplanation

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Person Name	Explanation
James Polsfut	JAMES POLSFUT, TREASURER, WAS PAID $40,000 BY THE FOUNDATION IN HIS CAPACITY AS EXECUTIVE DIRECTOR DURING 2015. THIS COMPENSATION IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE.

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2015 DepreciationSchedule

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2015 InvestmentsCorpBondsSchedule

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABS CORP HM EQ LN TRSER 2001-H	23,241	24,929
ACTAVIS FUNDING BD - 3.450% -	15,103	15,016
AIR CANADA 2013-1B PTC 144A BO	8,916	8,527
AIR LEASE CORP - 4.250% - 09/1	9,873	9,800
AMERICAN CAMPUS CMNTY - 3.350%	19,962	19,971
ARES CAPITAL CORP BOND - 4.875	15,520	15,618
ASPEN INS HLDGS LTD SR NT - 4.	14,986	15,368
AT&T BD - 3.000% - 06/30/2022	4,999	4,880
AUTONATION INC NT - 5.500% - 0	16,377	16,243
AVALONBAY COMMUNITIES - 3.500%	14,930	14,928
BAIDU INC - 3.250% - 08/06/201	15,522	15,192
BANK OF AMERICA - 4.250% - 10/	4,977	4,949
BEAR STEARNS ALT-A SER 2003-6	22,002	21,657
CHARTER COMMUNICATIONS - 4.464	15,000	14,948
CRH AMERICA BD = - 3.875% - 05	19,976	19,861
CROWN CASTLE TOWERS - 4.883% -	25,769	26,726
CS FIRST BOSTON - 2.579% - 10/	17,876	18,005
CS FIRST BOSTON MTG SER 2003-1	10,887	10,958
CSFB MGT PRC SER 2004-AR8 - 0.	22,029	22,076
CVS CAREMARK CORP - 3.500% - 0	20,018	20,351
DRAWBRIDGE - 5.000% - 08/01/20	20,234	19,400
ESSEX PORTFOLIO - 3.875% - 05/	14,900	14,987
FIDELITY NATL INFORMATION SVCS	14,951	14,478
GTP CELLULAR SITES LLC 144A -	25,015	24,452
HCA INC - 4.250% - 10/15/2019	10,236	10,200
HEALTHCARE TRUST OF AMER - 3.7	14,899	14,538
HEINZ - 3.500% - 07/15/2022	9,991	10,069
ICAHN ENTERPRISES NT - 5.875%	15,213	14,663
IMPAC CMB TR - 0.552% - 05/25/	25,875	25,305
IMPAC CMB TR 2007 CL A - 0.406	25,978	25,015
INTERNATIONAL LEASE FINCE NOTE	10,631	10,963
JP MORGAN ACCEPT SER 2004-A3 C	20,645	20,765
KINDER MORGAN ENERGY - 4.250%	15,497	12,760
MASTER ASSET - 5.500% - 09/25/	9,254	9,128
MASTR SPECIALIZED SER 2005-3 C	15,399	15,860
MORGAN STANLEY SR NT-F - 5.500	11,065	11,126
QVC INC SR SECD - 5.125% - 07/	5,156	4,984
RESIDENTIAL FUNDING - 3.750% -	15,345	15,334
SMALL BUS ADMIN GTD DEV - 5.51	9,415	9,162
SMALL BUS ADMIN GTD DEV PTC -	29,171	28,262
STRUCTURED ASSET SER 1999-SP1	16,046	15,759
SVB FINL - 3.500% - 01/29/2025	4,996	4,790
TENCENT HOLDINGS BD - 3.800% -	15,112	14,674
US AIRWAYS TRUST SER - 4.625%	13,075	12,904
VERIZON COMMUNICATIONS INC - 4	14,985	16,116
WASHINGTON MUTUAL - 3.842% - 0	21,684	21,869
WELLS FARGO - 4.300% - 07/22/2	14,943	15,323
WESTLAKE CHEM CORP - 3.600% -	35,065	34,128
WP CAREY INC BD - 4.600% - 04/	15,539	14,958

- TIN:

TY 2015 InvestmentsCorpStockSchedule

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	10,638	14,012
ACCENTURE PLC	5,198	8,465
ALLIANZ SE ADR	16,912	20,263
AMADEUS IT HLDS SA	8,693	8,836
AMERICAN SOFTWARE INC	6,217	6,678
AMERICAN TOWER REIT INC	4,653	13,961
ANHEUSER BUSCH COS INC	16,067	29,875
ARTISAN PARTNERS ASSET MANAGEM	14,673	11,179
ASAHI GLASS ADR	9,932	8,505
ATLAS COPCO AB B SHS ADR	8,289	11,520
AUTOMATIC DATA PROCESSING INC	4,443	7,116
AXA ADS	14,289	15,709
BADGER METER, INC	8,344	13,124
BANK OF HAWAII CORP	14,370	15,725
BAYERISCHE MOTOREN WERKE	15,892	25,106
BLACKROCK INC	7,667	13,621
BNP PARIBAS SPONS ADR	8,509	7,772
BOC HK HLDGS LTD S/ADR	7,610	10,626
BRITISH AMERICAN TOBACCO PLC	5,526	12,150
BT GROUP PLC ADS	16,922	39,802
CABOT MICROELECTRONICS CORPORA	8,824	10,682
CANADIAN PACIFIC RAILWAY LTD	5,093	8,932
CAP GEMINI SA UNSP/ADR	18,431	19,223
CASS INFORMATION SYSTEMS, INC	8,796	14,769
CELGENE CORP	5,743	14,491
CHARLES SCHWAB CORP	7,706	17,025
CHEESECAKE FACTORY INC	15,341	15,355
CINEMARK HOLDINGS INC	16,788	17,885
CK HUTCHISON HLDGS	10,437	7,352
COGNEX CORPORATION	3,708	7,092
COHEN & STEERS INTERN RLTY - I	76,898	77,766
COMPUTER SVCS INC KY	4,312	6,480
CORE LABORATORIES	11,175	12,179
CORPORATE EXEC BOARD CO	8,485	14,734
CVS CAREMARK CORP	11,354	13,981
DAIWA SECURITIES GROUP	14,404	11,552
DANAHER CORP	7,489	15,604
DBS GROUP HLDGS SPON ADR	19,114	22,183
DFA TAX MANAGED U.S. SMALL CAP	152,478	149,522
DISCOVERY COMMUNICATIONS CL A	15,301	12,886
EBAY INC	13,247	14,125
ECOLAB INC	7,463	15,441
EMBOTELLADORA ANDINA CL B	10,520	8,705
ESTEE LAUDER COMPANIES INC	9,658	17,260
FIRST CASH FINL SERVICES INC	10,410	9,732
FIRST WESTERN SHORT DURATION B	217,002	215,323
FIRST WESTERN SHORT DURATION H	99,205	96,420
FUJI HEAVY INDUS LTD ADR	15,895	18,148
G&K SERVICES, INC	10,006	9,309
GILEAD SCIENCES INC	4,224	13,458
GRACO INC	8,163	16,360
HALLIBURTON COMPANY	4,840	5,617
HEARTLAND PYMT SYS	12,107	25,696
HENRY JACK & ASSOC INC	9,994	26,697
HFF INC	8,047	7,892
HONEYWELL INTL	8,630	14,603
HSBC HOLDINGS PLC	14,019	10,854
HUANENG POWER INTL	20,362	15,435
IBERDROLA ADR	14,553	14,868
ING GROUP N V SPONSORED ADR	27,292	27,593
INTESA SANPAOLO SPA	9,771	9,495
INTL CONSOLIDATED AIRLINES GRO	8,874	8,950
INTUIT	4,299	7,624
ISHARES TRUST RUSSELL MIDCAP I	295,471	292,808
JAPAN AIRLINES	8,395	8,540
JPMORGAN DIVERSIFIED MID CAP G	136,760	150,051
KBC GROUP SA UNSP ADR	17,262	16,510
LANDSTAR SYSTEM	11,235	15,308
LAZARD INTL STRATEGY EQUITY PO	42,467	40,778
LONZA GROUP AG UNSP/ADR	8,494	17,853
MAGNA INTERNATIONAL INC	23,530	26,770
MAINGATE MLP FUND CL I	126,953	113,256
MCDONALD'S CORP	14,662	17,957
MCGRAW-HILL	7,035	6,901
MCKESSON CORP	13,547	12,031
MICROSOFT CORP	9,409	19,030
MONOTYPE IMAGING HOLDINGS INC	11,348	10,142
MONSANTO CO	4,731	5,813
NATIONAL BEVERAGE CORP	4,380	13,950
NATIONAL GRID TRANSCO PLC	7,112	9,736
NESTLE S.A	19,483	33,638
NIKE INC-CL B	7,164	19,125
NISSAN MOTOR LTD ASR	15,017	17,842
NOVARTIS AG ADR	9,684	16,348
NOVO NORDISK A S	14,372	29,040
NUVEEN REAL ESTATE SECURITIES	166,809	170,091
NXP SEMICONDUCTORS	19,568	22,748
OPPENHEIMER DEVELOPING MARKETS	340,976	297,309
ORACLE CORP	7,448	12,128
ORANGE	19,876	22,035
ORIX CORP ADS	25,508	31,608
PATTERSON COMPANIES INC COM	11,845	12,840
PAYPAL HOLDINGS, INC	8,189	8,688
PEPSICO INC	9,757	14,788
PIMCO COMMODITY REAL RETURN ST	139,617	89,053
PRIMERICA, INC	13,892	15,208
PROSIEBENSAT.1 MEDIA	15,379	15,227
QUALCOMM INC	12,041	10,647
QUESTAR CP	17,149	14,727
R L I CP	7,089	14,450
RBC BEARINGS INCORPORATED	13,229	12,918
RE MAX HOLDINGS INC	10,235	9,885
RIO TINTO PLC SPONSORED ADR	9,844	5,533
ROCHE HOLDING LTD ADR	11,933	19,303
ROPER INDUSTRIES	9,896	15,563
ROYAL DUTCH SHELL CL A	17,174	10,532
SANOFI-AVENTIS SPONSORED ADR	26,869	28,192
SCHLUMBERGER LTD	11,646	11,439
SEKISUI HOUSE LTD	9,162	10,966
SEVEN & I HOLDINGS C	16,770	22,393
SHIRE PLC	20,442	34,850
SIEMENS AG	7,149	6,733
STATE STREET CORPORATION	9,599	12,675
STRYKER CORPORATION	8,099	14,313
SUN HYDRAULICS CORPORATION	7,761	6,790
SUNCOR ENERGY INC	10,069	6,450
SWEDBANK AB S/ADR	8,179	9,900
SYNTEL INC	5,938	12,896
TECHTRONIC INDS SPD ADR	18,213	28,630
TEXAS INSTRUMENTS INC	6,363	14,360
THERMO FISHER SCIENTIFIC INC	6,794	15,887
TJX COMPANIES INC	13,049	14,820
TOTAL FINA ELF S.A	34,093	21,576
UNITED PARCEL SERVICE	11,512	13,665
VALEO SA SPONS ADR	7,099	21,678
VANGUARD FTSE DEVELOPED MARKET	155,287	170,196
VANGUARD S&P 500 ETF	248,757	373,859
VILLAGE SUPER MARKET INC	5,568	4,216
VISA INC	3,254	8,686
WD-40 COMPANY	5,646	14,304
WILLIAMS COS	9,627	7,967
WISDOMTREE EUROPE SMALLCAP DIV	9,749	9,800

- TIN:

TY 2015 InvestmentsGovtObligationsSch

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

US Government Securities - End of Year Book Value:

464,391

US Government Securities - End of Year Fair Market Value:

458,458

State & Local Government Securities - End of Year Book Value:

56,312

State & Local Government Securities - End of Year Fair Market Value:

56,500

- TIN:

TY 2015 InvestmentsOtherSchedule2

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Category/ Item	Book Value	End of Year Fair Market Value
AETOS CAPITAL DISTRESSED INV S	64,882	94,756
AETOS CAPITAL LONG/SHORT STRAT	178,172	242,292
AETOS CAPITAL MULTI-STRATEGY A	103,981	127,533
ALTIUS ASSOC PRIVATE EQUITY FU	619,468	863,556
BRIGHTWOOD CAPITAL SBIC II LP	173,358	160,950
FWCM INCOME EQUITY FUND LP	214,779	237,926

- TIN:

TY 2015 OtherExpensesSchedule

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	32,877		32,877
Bank Charges	762	762
Foundation Dues & Memberships	2,817		2,817
K-1 Exp ALTIUS ASSOC PRIVATE E	17,811	17,761
K-1 Exp BRIGHTWOOD CAPITAL SBI	7,162	7,162
K-1 Exp FWCM INCOME EQUITY FUN	3,787	3,787
Storage Fee	1,378		1,378

- TIN:

TY 2015 OtherIncomeSchedule2

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Description	Revenue And Expenses Per Books	Net Investment Income
K-1 Inc/Loss ALTIUS ASSOC PRIVATE EQUITY FUND LP	24,463	22,977
K-1 Inc/Loss BRIGHTWOOD CAPITAL SBIC II LP	23,216	23,216
K-1 Inc/Loss FWCM INCOME EQUITY FUND LP	14,932	18,140
Federal Tax Refund	5,729

- TIN:

TY 2015 OtherProfessionalFeesSchedule

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	66,504	66,504
EXECUTIVE DIRECTOR	40,000			40,000

- TIN:

TY 2015 TaxesSchedule

Name:

The Uberoi Foundation for Religious Studies

EIN:

26-6101307

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2015	4,600
990-PF Extension for 2014	2,980
Foreign Tax Paid	3,838	3,838