BETA

RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RANAE DESANTIS FOUNDATION (EIN 20-7114699)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-13
IRS object ID
202440739349100909
Schema version
2022v5.0
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)
Return2024-03-13T13:49:21-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770356600PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOMI TAKAICHI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12105 S BASCOM AVE SUITE 225AddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207114699EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RANAE DESANTIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRANABusinessNameControlTxt
Phone8582631647PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1228 N BROADWAYAddressLine1Txt
CityESCONDIDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN RANAE DESANTISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8582631647PhoneNum
Signature2024-03-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastRANAE DESANTISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK R TANAKAPreparerPersonNm
PTINP01410078PTIN
Phone4083699600PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,105,410FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,643InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,643InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$183,537DividendsRevAndExpnssAmt
Dividends Net Invst Incm$183,537DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$274,664NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,460,313GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$274,664CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$463,844TotalRevAndExpnssAmt
Total Net Invst Incm$463,844TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,781TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,781TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$122,205OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$115,805OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$124,986TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$118,586TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$630,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$630,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$755,356TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$118,586TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$630,370TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$291,512ExcessRevenueOverExpensesAmt
Net Investment Income$345,258NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$207,197CashBOYAmt
Cash EOY$345,351CashEOYAmt
Cash EOYFMV$345,351CashEOYFMVAmt
Rcvbl From Officers EOY$4,579RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$4,579RcvblFromOfficersEOYFMVAmt
Other Investments BOY$7,748,832OtherInvestmentsBOYAmt
Other Investments EOY$7,280,368OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,710,264OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,997OtherAssetsBOYAmt
Other Assets EOY$45,216OtherAssetsEOYAmt
Other Assets EOYFMV$45,216OtherAssetsEOYFMVAmt
Total Assets BOY$7,967,026TotalAssetsBOYAmt
Total Assets EOY$7,675,514TotalAssetsEOYAmt
Total Assets EOYFMV$11,105,410TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,967,026RetainedEarningBOYAmt
Retained Earning EOY$7,675,514RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,967,026TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,675,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,967,026TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,675,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,967,026TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$291,512ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,675,514SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,675,514TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM PUBLICLY TRADED STOCKP$540,469$585,493-$45,024-$45,024
LONG TERM PUBLICLY TRADED STOCKP$1,917,288$1,600,156$317,132$317,132
CAPITAL GAINS DIVIDENDSP$2,556$2,556$2,556
FieldValueIRS element (for citing)
Capital Gain Net Income$274,664CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,799InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,799SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,799TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,966EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,966TotalPaymentsAndCreditsAmt
Es Penalty$17EsPenaltyAmt
Overpayment$4,150OverpaymentAmt
Applied To ES Tax$4,150AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTIM WINTER STEWARD FAMILY OFFICEIndividualWithBooksNm
Phone8582631647PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1228 N BROADWAYAddressLine1Txt
CityESCONDIDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANN RANAE DESANTISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 FORRESTER ROADAddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEWARD FAMILY OFFICEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1228 N BROADWAYAddressLine1Txt
CityESCONDIDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENTServiceTypeTxt
Compensation$28,412CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,271,782AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$271,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$49,794FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,592,855TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,592,855AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$158,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,433,962NetVlNoncharitableAssetsAmt
Minimum Investment Return$521,698MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$521,698MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,799TaxBasedOnInvestmentIncomeAmt
Total Tax$4,799TotalTaxAmt
Distributable Before Adj$516,899DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$516,899DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$516,899DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$630,370ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$630,370QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$516,899DistributableAsAdjustedAmt
Undistributed Income PY$533,121UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$630,370QualifyingDistributionsAmt
Applied To Year1$533,121AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$97,249AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$419,650UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANN RANAE DESANTISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTERRA
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$12,000
AMAZON WATCH
520 3RD STREET NO 108OAKLANDCA94607NONEPUBLIC CHARITYGENERAL FUND$23,000
BAY AREA OLDER ADULTS
4750 ALMADEN EXPRESSWAY STE 124-125SAN JOSECA95118NONEPUBLIC CHARITYGENERAL FUND$10,000
BIONEERS
1014 TORNEY AVESAN FRANCISCOCA94129NONEPUBLIC CHARITYGENERAL FUND$23,000
CHARITY NAVIGATOR
139 HARRISTOWN ROAD SUITE 101GLEN ROCKNJ07452NONEPUBLIC CHARITYGENERAL FUND$12,000
FAIR PLAY
610 SYLVAN HEIGHTS WAY APT 147NASHVILLETN37209NONEPUBLIC CHARITYGENERAL FUND$52,000
FAIR PLAY
610 SYLVAN HEIGHTS WAY APT 147NASHVILLETN37209NONEPUBLIC CHARITYGENERAL FUND$53,000
FRIENDS OF THE LOS GATOS PUBLIC LIBRARY
100 VILLA AVELOS GATOSCA95030NONEPUBLIC CHARITYGENERAL FUND$2,300
FRIENDS OF THE LOS GATOS PUBLIC LIBRARY
100 VILLA AVELOS GATOSCA95030NONEPUBLIC CHARITYGENERAL FUND$3,000
FURREVER CAT AND KITTEN RESCUE
21116 LOCUST DRIVELOS GATOSCA95033NONEPUBLIC CHARITYGENERAL FUND$35,000
GRADES OF GREEN
420 27TH STREETMANHATTAN BEACHCA90266NONEPUBLIC CHARITYGENERAL FUND$28,120
GREEN FOOTHILLS FOUNDATION
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$10,000
GREEN FOOTHILLS FOUNDATION
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$10,000
LOS GATOS EDUCATION FOUNDATION
17010 ROBERTS ROADLOS GATOSCA95032NONEPUBLIC CHARITYGENERAL FUND$32,000
LOS GATOS HIGH SCHOOL MILLENIUM FOUNDATION
20 HIGH SCHOOL COURTLOS GATOSCA95030NONEPUBLIC CHARITYGENERAL FUND$5,000
MONTALVO ARTS CENTER
15400 MONTALVO ROADSARATOGACA950710158NONEPUBLIC CHARITYGENERAL FUND$23,000
MOTHERS AGAINST DRUNK DRIVING
511 E JOHN CARPENTER FREEWAYIRVINGTX75062NONEPUBLIC CHARITYGENERAL FUND$46,000
NATIONAL CHRISTIAN FOUNDATION
11625 RAINWATER DRIVE SUITE 500AIPHARETTAGA30009NONEPUBLIC CHARITYGENERAL FUND$6,000
NATUROPATHIC DOCTORS WITHOUT BORDERS
PO BOX 40602MESAAZ85202NONEPUBLIC CHARITYGENERAL FUND$2,200
NUEVA SCHOOL
6565 CA-35HILLSBOROUGHCA94010NONESCHOOLGENERAL FUND$30,000
PESTICIDE ACTION NETWORK
2029 UNIVERSITY AVE SUITE 200BERKELEYCA94704NONEPUBLIC CHARITYGENERAL FUND$23,000
PIVOTAL CONNECTIONS
75 E SANTA CLARA STREET SUITE 1450SAN JOSECA95113NONEPUBLIC CHARITYGENERAL FUND$23,000
PLANNED PARENTHOOD
1225 4TH STREET NEWASHINGTONDC20002NONEPUBLIC CHARITYGENERAL FUND$45,000
POPULATION CONNECTION
2120 L ST NW STE 500WASHINGTONDC20037NONEPUBLIC CHARITYGENERAL FUND$22,000
REAL OPTIONS FOR CITY KIDS
73 LELAND AVENUESAN FRANCISCOCA94134NONEPUBLIC CHARITYGENERAL FUND$550
SAN JOSE MERCURY NEWS WISH BOOK FUND INC
4N 2ND STREET NO 700SAN JOSECA95113NONEPUBLIC CHARITYGENERAL FUND$12,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612NONEPUBLIC CHARITYGENERAL FUND$22,000
SILICON VALLEY SOCIAL VENTURES
PO BOX 1792LOS ALTOSCA94023NONEPUBLIC CHARITYGENERAL FUND$25,000
THE WIKIMEDIA FOUNDATION
1 MONTGOMERY ST SUITE 1600SAN FRANCISCOCA94104NONEPUBLIC CHARITYGENERAL FUND$15,000
YOUTH SCIENCE INSTITUTE
296 GARDEN HILL DRIVELOS GATOSCA95032NONEPUBLIC CHARITYGENERAL FUND$23,000
SAN JOSE ANIMAL CARE CENTER
2750 MONTEREY HWYSAN JOSECA95111NONEPUBLIC CHARITYGENERAL FUND$2,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$630,370TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,643ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$183,537ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$274,664ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$463,844ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$463,844TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER
4THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE
8FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3).

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS/SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$7,280,368BookValueAmt
EOYFMV$10,710,264EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNSETTLED TRADESDesc
BOY Book Value$10,997BOYBookValueAmt
EOY Book Value$45,216EOYBookValueAmt
EOYFMV$45,216EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$86,581$86,581$0$0
MISCELLANEOUS FEES$812$812$0$0
MANAGEMENT FEES$28,412$28,412$0$0
FEDERAL TAXES NET OF REFUNDS$6,400$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$2,781Amt
Net Investment Income$2,781NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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