RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RANAE DESANTIS FOUNDATION (EIN 20-7114699)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-17
- IRS object ID
- 202433529349100913
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-17T15:00:01-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770356600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOMI TAKAICHI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 S BASCOM AVE SUITE 225 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207114699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANAE DESANTIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANA | BusinessNameControlTxt |
| Phone | 8582631647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8582631647 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK R TANAKA | PreparerPersonNm |
| PTIN | P01410078 | PTIN |
| Phone | 4083699600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,318,662 | 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 | $1,010,692 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $220,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $217,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,241,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,585,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,241,233 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,474,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,460,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,335 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,854 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $138,467 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $730,561 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $730,561 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $888,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $730,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,586,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,312,215 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $345,351 | CashBOYAmt |
| Cash EOY | $208,820 | CashEOYAmt |
| Cash EOYFMV | $208,820 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $4,579 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $356 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $356 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $7,280,368 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,168,119 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,075,900 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $45,216 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,586 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,586 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,675,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,410,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,318,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | -$851,003 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,675,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,261,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,675,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,410,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,675,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,410,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,675,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,586,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,261,884 | SubtotalAmt |
| Other Decreases | $851,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,410,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM PUBLICLY TRADED STOCK | P | $593,066 | $598,377 | -$5,311 | -$5,311 |
| LONG TERM PUBLICLY TRADED STOCK | P | $2,988,635 | $1,745,945 | $1,242,690 | $1,242,690 |
| CAPITAL GAINS DIVIDENDS | P | $3,854 | $3,854 | $3,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,241,233 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,797 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,443 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIM WINTER STEWARD FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 8582631647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEWARD FAMILY OFFICE | |||||
| 228 N BROADWAY | ESCONDIDO | CA | 92025 | MANAGEMENT | $30,540 |
| NOMI & TAKAICHI LLP | |||||
| 2105 S BASCOM AVENUE SUITE 225 | CAMPBELL | CA | 95008 | ACCOUNTING | $7,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,555,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,942 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,890,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,890,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,712,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $585,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $585,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,240 | TotalTaxAmt |
| Distributable Before Adj | $567,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $567,387 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $567,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $730,561 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $730,561 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $419,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $730,561 | QualifyingDistributionsAmt |
| Applied To Year1 | $419,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $256,476 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN RANAE DESANTIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMAZON WATCH | ||||||||
| 520 3RD STREET NO 108 | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| AVA THE HAVEN | ||||||||
| 200 CENTRE STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 | |
| BIONEERS | ||||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,008 | |
| CANCER CAREPOINT | ||||||||
| 2512 SAMARITAN CT STE A | SAN JOSE | CA | 95124 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| CHARITY NAVIGATOR | ||||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,000 | |
| CHILDRENS HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 943042300 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 | |
| COMMUNITY INTIATIVES NSP | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94807 | NONE | PUBLIC CHARITY | GENERAL FUND | $14,000 | |
| CSPI | ||||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $23,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 2525 MAIN STREET | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,300 | |
| EARTH JUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,300 | |
| ELECTRONIC FRONTIER FOUNDATION | ||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 941097701 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,030 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 100107386 | NONE | PUBLIC CHARITY | GENERAL FUND | $23 | |
| FRIENDS OF EARTH | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 200055002 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,300 | |
| FRIENDS OF THE LOS GATOS PUBLIC LIBRARY | ||||||||
| 100 VILLA AVENUE | LOS GATOS | CA | 95030 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 | |
| FURREVER CAT AND KITTEN RESCUE | ||||||||
| 21116 LOCUST DRIVE | LOS GATOS | CA | 95033 | NONE | PUBLIC CHARITY | GENERAL FUND | $85,000 | |
| GRADES OF GREEN | ||||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $34,000 | |
| GREEN AMERICA | ||||||||
| 1612 K STREET NW SUITE 1000 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUND | $23,000 | |
| GREEN FOOTHILLS FOUNDATION | ||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| HOUSE RABBIT SOCIETY | ||||||||
| 148 BROADWAY | RICHMOND | CA | 94804 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 | |
| HUMANE SOCIETY SILICON VALLEY | ||||||||
| 500 EL PASEO DE SARATOGA | SAN JOSE | CA | 95130 | NONE | PUBLIC CHARITY | GENERAL FUND | $79,200 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| MERCURY NEWS WISH BOOK | ||||||||
| PO BOX 909 | SAN JOSE | CA | 95106 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,400 | |
| MOTHER JONES INVESTIGATIVE FUND | ||||||||
| PO BOX 584 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 11625 RAINWATER DRIVE SUITE 500 | AIPHARETTA | GA | 30009 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 | |
| NEW MUSEUM LOS GATOS | ||||||||
| PO BOX 40602 | MESA | AZ | 85202 | NONE | PUBLIC CHARITY | GENERAL FUND | $47,000 | |
| PESTICIDE ACTION NETWORK | ||||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| PIVOTAL CONNECTIONS | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL FUND | $47,000 | |
| POPULATION CONNECTION | ||||||||
| 2120 L STREET NW SUITE 500 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL FUND | $47,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THE WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| WILDERNESS SOCIETY | ||||||||
| 1801 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 200063600 | NONE | PUBLIC CHARITY | GENERAL FUND | $23,000 | 200 |
| YOUTH SCIENCE INSTITUTE | ||||||||
| 296 GARDEN HILL DRIVE | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $24,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $730,561 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,614 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,114 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,241,233 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,463,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,463,961 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER |
| 4 | THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE |
| 8 | FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANAE DESANTIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,010,692 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,010,692 | FairMarketValueAmt |
| Received | 2024-03-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,335 | Amt |
| Net Investment Income | $7,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,168,119 | BookValueAmt |
| EOYFMV | $13,075,900 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNSETTLED TRADES | $45,216 | $28,282 | $28,282 |
| ACCRUED DIVIDENDS | $5,304 | $5,304 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES ON CONTRIBUTED ASSETS | Desc |
| Amt | $851,003 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $107,281 | $107,281 | $0 | $0 |
| MISCELLANEOUS FEES | $646 | $646 | $0 | $0 |
| MANAGEMENT FEES | $30,540 | $30,540 | $0 | $0 |
| FEDERAL TAXES NET OF REFUNDS | $8,861 | $0 | $0 | $0 |
| INTEREST/PENALTIES | $205 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,854 | Amt |
| Net Investment Income | $2,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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