K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202331229349100633
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T13:24:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | kowsik guruswamy | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | kowsik | PersonFirstNm |
| Person Last | guruswamy | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2022 | 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 | $1,061,284 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,985 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,889 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,439 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,027 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $327 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,799 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,799 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,648 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,163 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $696,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $674,411 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,049,121 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $726,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $686,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,061,284 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $726,819 | RetainedEarningBOYAmt |
| Retained Earning EOY | $686,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $726,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $686,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $726,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $686,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $726,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $686,574 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $686,574 | 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 | $59,883 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,994 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,889 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,889 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $154 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $154 | SubtotalAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5 | TotalPaymentsAndCreditsAmt |
| Tax Due | $149 | 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 | $1,122,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,130,848 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,130,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,963 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,113,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $154 | TotalTaxAmt |
| Distributable Before Adj | $55,540 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,540 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,540 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,407 | 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 | $49,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,161 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $49,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,161 | AppliedToYear1Amt |
| Applied To Current Year | $1,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $54,294 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | N/A | PC | General & Unrestricted | $50 |
| AMERICAN YOUTH SOCCER ORGANIZATION - AYSO REGION 1 | |||||||
| CYPRESS AYSO REGION 154 PO BOX 99 | CYPRESS | CA | 90630 | N/A | PC | General & Unrestricted | $100 |
| ANIMAL ASSISTED HAPPINESS INC | |||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | N/A | PC | General & Unrestricted | $200 |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 391 SUTTER ST STE 701 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $250 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR GGP | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $250 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $25,000 |
| CHANNEL ISLANDS RESTORATION | |||||||
| PO BOX 40228 | SANTA BARBARA | CA | 93140 | N/A | PC | General & Unrestricted | $250 |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | |||||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $100 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $850 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF STEVENS CREEK TRAIL | |||||||
| 22221 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | General & Unrestricted | $250 |
| HOPES CORNER INC | |||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $850 |
| 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 | $1,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars | $2,000 |
| MENTOR TUTOR CONNECTION | |||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $1,000 |
| MIDPENINSULA REGIONAL OPEN SPACE DISTRICT | |||||||
| 330 DISTEL CIR | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $250 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $250 |
| MOUNTAIN VIEW CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| 580 CASTRO ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | Scholarship Mountain View Scholarship Fund | $500 |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | |||||||
| PO BOX 391557 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $250 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | N/A | PC | General & Unrestricted | $250 |
| MYSTIC RIVER RUGBY FOUNDATION INC | |||||||
| 370 MAIN ST | WORCESTER | MA | 01608 | N/A | PC | General & Unrestricted | $100 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $500 |
| REACH POTENTIAL MOVEMENT | |||||||
| PO BOX 2625 | SUNNYVALE | CA | 94087 | N/A | PC | General & Unrestricted | $300 |
| RUGBY NORTHEAST | |||||||
| 71 MARSTON ST | MEDFORD | MA | 02155 | N/A | PC | General & Unrestricted | $100 |
| SAVE THE BAY | |||||||
| 300 FRANK H OGAWA PLAZA STE 280 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $250 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | UKRAINE CRISIS RELIEF FUND | $1,000 |
| SEMPERVIRENS FUND | |||||||
| 419 S SAN ANTONIO ROAD STE 211 | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $250 |
| SEWA INTERNATIONAL INC | |||||||
| 100 W OAKS MALL | HOUSTON | TX | 77082 | N/A | PC | General & Unrestricted | $250 |
| TOMAHAWKS LACROSSE | |||||||
| 1955 TASSO ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $100 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| UC SANTA BARBARA FOUNDATION | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | N/A | PC | General & Unrestricted | $1,000 |
| VENTANA WILDERNESS ALLIANCE A NON PROFIT CALIFORNI | |||||||
| PO BOX 506 | SANTA CRUZ | CA | 95061 | N/A | PC | General & Unrestricted | $250 |
| 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 | $500 |
| YWCA GOLDEN GATE SILICON VALLEY | |||||||
| 375 S 3RD ST | SAN JOSE | CA | 95112 | N/A | PC | General & Unrestricted | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,050 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,985 | 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 | $5,664 | 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 | $22,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,661 | 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $5,410 | $9,697 |
| ACCELLERON INDS ADR | $93 | $184 |
| ACTIVISION BLIZZARD INC | $7,257 | $7,655 |
| ADOBE SYSTEMS, INC | $7,784 | $6,731 |
| ADVANCED MICRO DEVICES INC | $8,428 | $5,829 |
| ALPHABET INC CL A | $8,035 | $21,175 |
| AMAZON COM | $11,372 | $16,800 |
| AMGEN INC | $9,529 | $19,173 |
| AMPHENOL CORPORATION | $11,482 | $12,944 |
| ANALOG DEVICES INC | $6,674 | $14,763 |
| APPLE INC | $11,028 | $42,226 |
| APPLIED MATERIALS INC | $13,298 | $22,396 |
| BANK OF AMERICA CORP | $3,488 | $10,267 |
| BIOGEN INC | $7,388 | $8,031 |
| BLACKROCK INC | $8,058 | $12,755 |
| BOEING CO | $9,046 | $10,667 |
| BRISTOL-MYERS SQUIBB CO | $3,354 | $4,317 |
| BROADCOM INC | $7,593 | $16,774 |
| CANADIAN PACIFIC RAILWAY LTD | $6,984 | $14,993 |
| CAPITAL ONE FINANCIAL CORP | $6,830 | $8,366 |
| CATERPILLAR INC | $8,409 | $14,374 |
| CENTENE CORP | $7,408 | $10,661 |
| CHECK POINT SOFTWARE TECHNOLOG | $8,370 | $8,200 |
| CHEVRON CORP | $5,447 | $8,975 |
| CHUBB LIMITED | $3,281 | $6,618 |
| CITIGROUP INC | $4,118 | $4,523 |
| CORTEVA INC | $3,099 | $5,290 |
| COSTCO WHOLESALE CORPORATION | $7,877 | $19,630 |
| CSX CORP | $5,307 | $12,082 |
| DEERE CO | $5,728 | $17,150 |
| DIAGEO PLC ADS | $3,507 | $5,346 |
| DOLLAR GENERAL CORP | $7,748 | $9,604 |
| DOW INC | $3,723 | $4,031 |
| EXXON MOBIL CORP | $5,768 | $11,030 |
| FIRST REPUBLIC BANK | $3,502 | $7,313 |
| FREEPORT-MCMORAN COPPER & GOLD | $12,567 | $15,580 |
| GILEAD SCIENCES INC | $4,850 | $5,580 |
| GOLDMAN SACHS GROUP | $7,056 | $10,988 |
| HALLIBURTON COMPANY | $3,455 | $3,935 |
| HONEYWELL INTL | $10,485 | $14,358 |
| ILLINOIS TOOL WORKS | $9,528 | $16,302 |
| INTEL CORP | $7,115 | $5,815 |
| INTERCONTINENTAL EXCHANGE, INC | $7,061 | $11,285 |
| INTERNATIONAL BUSINESS MACHINE | $7,112 | $6,340 |
| INTUIT | $11,522 | $25,298 |
| ISHARES BARCLAYS TIPS BOND FUN | $19,100 | $15,966 |
| ISHARES BARCLAYS US AGGREGATE | $14,726 | $12,124 |
| JOHNSON & JOHNSON | $12,145 | $15,899 |
| JP MORGAN CHASE | $2,806 | $8,046 |
| L3HARRIS TECHNOLOGIES | $7,892 | $9,369 |
| LABORATORY CORP AMER HLDGS | $3,445 | $8,242 |
| LINDE PLC COM | $14,202 | $19,571 |
| LOCKHEED MARTIN CORP | $4,291 | $5,351 |
| LOWES COMPANIES INC | $6,925 | $17,932 |
| LVMH MOET HENN UNSP | $2,871 | $11,590 |
| MARTIN MARIETTA MATLS INC | $3,622 | $5,408 |
| MASTERCARD INC | $4,881 | $20,864 |
| MEDTRONIC PLC | $5,387 | $5,440 |
| MERCADOLIBRE, INC | $10,584 | $9,309 |
| META PLATFORMS INC | $3,758 | $3,009 |
| MICROSOFT CORP | $21,415 | $44,606 |
| NASDAQ OMX GROUP | $1,625 | $9,203 |
| NICE SYSTEMS LTD | $3,368 | $5,769 |
| NORFOLK SOUTHERN CORP | $6,676 | $11,089 |
| NVIDIA CORP | $7,910 | $13,445 |
| ORACLE CORP | $5,365 | $13,078 |
| PARKER HANNIFIN CP | $3,074 | $7,275 |
| PAYPAL HOLDINGS, INC | $13,153 | $7,763 |
| PROCTER GAMBLE CO | $3,242 | $6,062 |
| PULTE GROUP INC | $5,214 | $5,919 |
| QORVO INC | $9,349 | $4,985 |
| RAYTHEON TECHNOLOGIES CORP | $8,792 | $18,166 |
| REGENERON PHARMACEUTICALS INC | $6,777 | $8,658 |
| RESMED INC | $3,528 | $12,488 |
| ROCHE HOLDING LTD ADR | $6,414 | $7,047 |
| ROCKWELL AUTOMATION INC | $4,232 | $6,439 |
| SALESFORCE.COM | $9,558 | $11,138 |
| SAP AKTIENGESELL ADS | $5,794 | $6,191 |
| SCHLUMBERGER LTD | $3,471 | $2,673 |
| SHOPIFY INC | $8,584 | $3,471 |
| SKYWORKS SOLUTIONS, INC | $3,078 | $3,645 |
| STARBUCKS CORP COM | $5,532 | $7,936 |
| STRYKER CORPORATION | $6,133 | $12,225 |
| SVB FINANCIAL GROUP | $3,536 | $4,603 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $8,205 | $17,878 |
| TARGET CORPORATION | $9,454 | $5,664 |
| THERMO FISHER SCIENTIFIC INC | $18,144 | $31,388 |
| UNILEVER PLC AMER | $6,639 | $5,539 |
| UNION PACIFIC | $7,381 | $11,596 |
| VALERO ENERGY CORP | $6,355 | $12,686 |
| VEEVA SYSTEMS INC | $7,662 | $7,262 |
| VMWARE INC | $6,752 | |
| WALT DISNEY HOLDINGS CO | $9,760 | $7,819 |
| WELLS FARGO & CO | $6,082 | $7,432 |
| ZIMMER BIOMET HOLDINGS | $4,993 | $7,013 |
| ZIMVIE ORD SHS | $107 | $47 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,332 | $5,332 | |
| Bank Charges | $33 | $33 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,439 | Amt |
| Net Investment Income | $12,439 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2021 | $700 | |
| Foreign Tax Paid | $327 | $327 |
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