K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349102433
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:03:52-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461375396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K2N2 Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | K2N2 | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIUMUI LO | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIUMUI | PersonFirstNm |
| Person Last | LO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,234,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $811 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $811 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,528 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,061 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,061 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $270 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,065 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,773 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,790 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,706 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $674,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $661,178 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,216,323 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $686,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $678,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,234,029 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $686,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $678,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $686,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $678,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $686,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $678,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $686,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,790 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100 | OtherIncreasesAmt |
| Subtotal | $678,884 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $678,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $112,728 | GrossSalesPriceAmt |
| Cost Or Other Basis | $36,200 | CostOrOtherBasisAmt |
| Gain Or Loss | $76,528 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $76,528 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,528 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,130 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,130 | SubtotalAmt |
| Tax Based On Investment Income | $1,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $930 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kowsik Guruswamy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Siumui Lo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,130,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,151,346 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,151,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,134,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,130 | TotalTaxAmt |
| Distributable Before Adj | $55,574 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,674 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,294 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $56,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,294 | AppliedToYear1Amt |
| Applied To Current Year | $1,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $53,903 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kowsik Guruswamy | ContributingManagerNm |
| Contributing Manager | Siumui Lo | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE STE 750 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $150 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $150 |
| AMERICAN YOUTH SOCCER ORGANIZATION - AYSO REGION 1 | |||||||
| CYPRESS AYSO REGION 154 PO BOX 99 | CYPRESS | CA | 90630 | N/A | PC | General & Unrestricted | $150 |
| ANGAZA TECHNOLOGY LITERACY CENTER NFP | |||||||
| 1 OVERLOOK POINT STE 526 | LINCOLNSHIRE | IL | 60069 | N/A | PC | General & Unrestricted | $500 |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 2247 6TH ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $2,500 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $30,000 |
| CARE FOR REAL | |||||||
| 5339 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $150 |
| CHANNEL ISLANDS RESTORATION | |||||||
| PO BOX 40228 | SANTA BARBARA | CA | 93140 | N/A | PC | General & Unrestricted | $500 |
| CHILDRENS HOSPITAL CORPORATION | |||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $200 |
| CHUNG TAI INTERNATIONAL CHAN BUDDHIST ASSOCIATION | |||||||
| 3254 GLORIA TERRACE | LAFAYETTE | CA | 94549 | N/A | PC | General & Unrestricted | $500 |
| COMMON ROOTS FARM | |||||||
| 301 GOLF CLUB DR | SANTA CRUZ | CA | 95060 | N/A | PC | General & Unrestricted | $500 |
| COMMONWEALTH CORPORATION FOUNDATION | |||||||
| 33 HARRISON AVE 3RD FL | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $200 |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | |||||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $200 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $3,700 |
| EASTIE FARM INC | |||||||
| PO BOX 80 | EAST BOSTON | MA | 02128 | N/A | PC | General & Unrestricted | $5,000 |
| EVANSTON-SKOKIE DISTRICT 65 EDUCATION FOUNDATION | |||||||
| PO BOX 750 | EVANSTON | IL | 60204 | N/A | PC | General & Unrestricted | $200 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF NATIONAL GUARD FAMILIES | |||||||
| 212 HUMPHREY ST | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $200 |
| FRIENDS OF STEVENS CREEK TRAIL | |||||||
| 22221 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | General & Unrestricted | $500 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT ST MALL | HONOLULU | HI | 96813 | N/A | PC | Maui Strong Fund | $5,000 |
| HOPES CORNER INC | |||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $3,150 |
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | General & Unrestricted | $1,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $500 |
| LIVING CLASSROOM | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $2,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars Fund | $2,500 |
| MAITRI | |||||||
| PO BOX 697 | SANTA CLARA | CA | 95052 | N/A | PC | General & Unrestricted | $2,500 |
| MAUI HUI MALAMA | |||||||
| 375 MAHALANI ST | WAILUKU | HI | 96793 | N/A | PC | General & Unrestricted | $500 |
| MENTOR TUTOR CONNECTION | |||||||
| PO BOX 391268 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $1,000 |
| MIDPENINSULA REGIONAL OPEN SPACE DISTRICT | |||||||
| 330 DISTEL CIR | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $2,500 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | General & Unrestricted | $1,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $500 |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | |||||||
| PO BOX 391557 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $500 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | N/A | PC | General & Unrestricted | $200 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $2,500 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $200 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $1,000 |
| TOMAHAWKS LACROSSE | |||||||
| 1955 TASSO ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $150 |
| UC SANTA BARBARA FOUNDATION | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION | |||||||
| PO BOX 44290 | LAFAYETTE | LA | 70504 | N/A | PC | General & Unrestricted | $500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,000 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST STE 2450 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $811 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,886 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,983 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XIV: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $80,000 Less amount not treated as qualifying distribution: $30,000 TOTAL Part I, Line 25, Column (d): $50,000 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $5,410 | $9,298 |
| ADOBE SYSTEMS, INC | $7,784 | $11,932 |
| ADVANCED MICRO DEVICES INC | $8,428 | $13,267 |
| ALPHABET INC CL A | $7,589 | $30,033 |
| AMAZON COM | $11,372 | $30,388 |
| AMGEN INC | $9,529 | $21,025 |
| AMPHENOL CORPORATION | $8,105 | $11,896 |
| ANALOG DEVICES INC | $6,674 | $17,870 |
| APPLE INC | $10,563 | $57,758 |
| APPLIED MATERIALS INC | $12,598 | $28,362 |
| BANK OF AMERICA CORP | $3,488 | $10,438 |
| BIOGEN INC | $7,388 | $7,504 |
| BLACKROCK INC | $8,058 | $14,612 |
| BOEING CO | $9,046 | $14,597 |
| BRISTOL-MYERS SQUIBB CO | $3,354 | $3,079 |
| BROADCOM INC | $6,535 | $34,603 |
| CANADIAN PACIFIC RAILWAY LTD | $6,984 | $15,891 |
| CAPITAL ONE FINANCIAL CORP | $6,830 | $11,801 |
| CATERPILLAR INC | $8,409 | $17,740 |
| CENTENE CORP | $7,408 | $9,647 |
| CHECK POINT SOFTWARE TECHNOLOG | $8,370 | $9,931 |
| CHEVRON CORP | $5,447 | $7,458 |
| CHUBB LIMITED | $3,281 | $6,780 |
| CITIGROUP INC | $4,118 | $5,144 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $7,505 | $8,308 |
| CORTEVA INC | $3,099 | $4,313 |
| COSTCO WHOLESALE CORPORATION | $7,181 | $23,763 |
| CSX CORP | $5,307 | $13,521 |
| DEERE CO | $5,728 | $15,995 |
| DIAGEO PLC ADS | $3,507 | $4,370 |
| DOLLAR GENERAL CORP | $7,748 | $5,302 |
| DOW INC | $3,723 | $4,387 |
| EXXON MOBIL CORP | $5,768 | $9,998 |
| FIRST REPUBLIC BANK | $3,502 | $2 |
| FREEPORT-MCMORAN COPPER & GOLD | $12,567 | $17,454 |
| GILEAD SCIENCES INC | $4,850 | $5,266 |
| GOLDMAN SACHS GROUP | $7,056 | $12,345 |
| HALLIBURTON COMPANY | $3,455 | $3,615 |
| HONEYWELL INTL | $10,485 | $14,051 |
| ILLINOIS TOOL WORKS | $9,528 | $19,384 |
| INTEL CORP | $7,115 | $11,055 |
| INTERCONTINENTAL EXCHANGE, INC | $7,061 | $14,127 |
| INTERNATIONAL BUSINESS MACHINE | $7,112 | $7,360 |
| INTUIT | $9,944 | $23,126 |
| ISHARES BARCLAYS TIPS BOND FUN | $19,100 | $16,124 |
| ISHARES BARCLAYS US AGGREGATE | $14,726 | $12,406 |
| JOHNSON & JOHNSON | $12,145 | $14,107 |
| JP MORGAN CHASE | $2,806 | $10,206 |
| L3HARRIS TECHNOLOGIES | $5,024 | $5,897 |
| LABORATORY CORP AMER HLDGS | $2,928 | $7,955 |
| LINDE PLC COM | $14,202 | $24,643 |
| LOCKHEED MARTIN CORP | $4,291 | $4,986 |
| LOWES COMPANIES INC | $6,925 | $20,030 |
| LVMH MOET HENN UNSP | $1,974 | $8,935 |
| MARTIN MARIETTA MATLS INC | $3,622 | $7,983 |
| MASTERCARD INC | $4,881 | $25,591 |
| MEDTRONIC PLC | $5,387 | $5,767 |
| MERCADOLIBRE, INC | $10,584 | $17,287 |
| META PLATFORMS INC | $3,758 | $8,849 |
| MICROSOFT CORP | $20,440 | $56,405 |
| NASDAQ OMX GROUP | $1,625 | $8,721 |
| NICE SYSTEMS LTD | $3,368 | $5,985 |
| NORFOLK SOUTHERN CORP | $6,676 | $10,637 |
| NVIDIA CORP | $6,918 | $38,131 |
| ORACLE CORP | $5,365 | $16,869 |
| PARKER HANNIFIN CP | $3,074 | $11,518 |
| PAYPAL HOLDINGS, INC | $13,153 | $6,694 |
| PULTE GROUP INC | $5,214 | $13,419 |
| QORVO INC | $9,349 | $6,194 |
| RAYTHEON TECHNOLOGIES CORP | $8,042 | $12,621 |
| REGENERON PHARMACEUTICALS INC | $6,777 | $10,539 |
| RESMED INC | $3,528 | $10,321 |
| ROCHE HOLDING LTD ADR | $6,414 | $6,521 |
| ROCKWELL AUTOMATION INC | $4,232 | $7,762 |
| SALESFORCE.COM | $8,925 | $18,157 |
| SAP AKTIENGESELL ADS | $5,794 | $9,275 |
| SCHLUMBERGER LTD | $3,471 | $2,602 |
| SHOPIFY INC | $8,584 | $7,790 |
| SKYWORKS SOLUTIONS, INC | $3,078 | $4,497 |
| STARBUCKS CORP COM | $5,532 | $7,681 |
| STRYKER CORPORATION | $6,133 | $14,973 |
| SVB FINANCIAL GROUP | $3,536 | $1 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $6,682 | $15,600 |
| THERMO FISHER SCIENTIFIC INC | $16,930 | $20,170 |
| UNILEVER PLC AMER | $6,639 | $5,333 |
| UNION PACIFIC | $7,381 | $13,755 |
| UNITEDHEALTH GROUP INC | $8,095 | $8,950 |
| VALERO ENERGY CORP | $6,355 | $13,000 |
| VANGUARD TOTAL BOND MARKET ETF | $10,009 | $10,297 |
| VEEVA SYSTEMS INC | $7,662 | $8,663 |
| WALT DISNEY HOLDINGS CO | $9,760 | $8,126 |
| WELLS FARGO & CO | $6,082 | $8,860 |
| ZIMMER BIOMET HOLDINGS | $4,993 | $6,694 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $6,040 | $6,040 | |
| Bank Charges | $28 | $28 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $100 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,061 | Amt |
| Net Investment Income | $12,061 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $200 | |
| 990-PF Excise Tax for 2022 | $149 | |
| Foreign Tax Paid | $270 | $270 |
Comments