KIEVE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KIEVE FOUNDATION (EIN 01-0664998)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-07
IRS object ID
202333119349100728
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)
Return2023-11-07T10:13:39-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 W TAYLOR STREET STE AAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010664998EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIEVE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIEVBusinessNameControlTxt
Phone4083077090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11540 SAN GABRIEL WAYAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLENOIR KIEVEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone4083077090PhoneNum
Signature2023-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLENOIRPersonFirstNm
Person LastKIEVEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LEEPreparerPersonNm
PTINP00156212PTIN
Phone4088556770PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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$6,905,355FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$180,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,189DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$75,373NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$784,497GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$104,816TotalRevAndExpnssAmt
Total Net Invst Incm$180,189TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,248AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,343AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,905AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$62,579OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$62,579OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,049TaxesRevAndExpnssAmt
Taxes Net Invst Incm$923TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$72,076TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$67,845TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,105TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$328,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$328,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$400,576TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$67,845TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$330,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$295,760ExcessRevenueOverExpensesAmt
Net Investment Income$112,344NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$334,887SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$185,470SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$170,470SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,706AcctRcvblAmt
Acct Rcvbl BOY$6,745AcctRcvblBOYAmt
Acct Rcvbl EOY$2,706AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,706AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,445,646USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,250,009USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,150,421USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,122,483CorporateStockBOYAmt
Corporate Stock EOY$1,046,236CorporateStockEOYAmt
Corporate Stock EOYFMV$2,495,802CorporateStockEOYFMVAmt
Corporate Bonds BOY$199,932CorporateBondsBOYAmt
Corporate Bonds EOY$348,842CorporateBondsEOYAmt
Corporate Bonds EOYFMV$325,009CorporateBondsEOYFMVAmt
Other Investments BOY$3,094,526OtherInvestmentsBOYAmt
Other Investments EOY$3,075,196OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,760,947OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,204,219TotalAssetsBOYAmt
Total Assets EOY$5,908,459TotalAssetsEOYAmt
Total Assets EOYFMV$6,905,355TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,204,219NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,908,459NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,204,219TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,908,459TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,204,219TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,908,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,204,219TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$295,760ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,908,459SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,908,459TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS DIVIDENDP2022-01-012022-12-31$30,282$30,282$30,282
VARIOUS SECURITIESP2022-01-012022-12-31$73,187-$7,260-$7,260$80,447
VARIOUS SECURITIESP2021-01-012022-12-31$681,028-$98,395-$98,395$779,423
FieldValueIRS element (for citing)
Capital Gain Net Income-$75,373CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,562InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,562SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,562TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$838OverpaymentAmt
Applied To ES Tax$838AppliedToESTaxAmt
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 BooksENTERPRISE TRUST INVESTMENT COIndividualWithBooksNm
Phone4083585811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115425 LOS GATOS BLVD SUITE 150AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LENOIR KIEVE
1540 SAN GABRIEL WAYSAN JOSECA95125PRESIDENT/DIRECTOR0.25$0$0$0
JUDY CASSADA
1540 SAN GABRIEL WAYSAN JOSECA95125VICE PRESIDENT/DIRECTOR0.25$0$0$0
MARC REBBOAH
1540 SAN GABRIEL WAYSAN JOSECA95125CFO/SECRETARY/DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$6,967,594AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$416,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,383,993TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,383,993AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$110,760CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,273,233NetVlNoncharitableAssetsAmt
Minimum Investment Return$363,662MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$363,662MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,562TaxBasedOnInvestmentIncomeAmt
Total Tax$1,562TotalTaxAmt
Distributable Before Adj$362,100DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$362,100DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$362,100DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$330,605ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$330,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$362,100DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$31,514ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$5,213ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$36,727TotalExcessDistributionCyovAmt
Qualifying Distributions$330,605QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$330,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$31,495ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,495ExcessDistributionCyovAppCYAmt
Total Corpus$5,232TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,232ExcessDistriCyovToNextYrAmt
Excess From Year4$19ExcessFromYear4Amt
Excess From Year2$5,213ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLENOIR KIEVERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11540 SAN GABRIEL WAYAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4083077090RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANIMAL LEGAL DEFENSE FUND
525 EAST COTATI AVENUECOTATICA94931PCHELP WITH THE MISSION OF THE ORGANIZATION TO PROTECT ANIMALS FROM HARM$10,000
ANIMAL PLACE
17314 MCCOURTNEY ROADGRASS VALLEYCA95949PCRESCUE AND SANCTUARY FOR FARM ANIMALS$15,000
BALOOJA'S FOUNDATION
154 A W FOOTHILL BOULEVARD SUITEUPLANDCA91786PCANIMAL RESCUE, FOSTER-CARE AND ADOPTION$50,000348
BELLARMINE COLLEGE PREPARATORY
960 W HEDDING STREETSAN JOSECA95126PCEDUCATION$5,000
BERKSHIRE SCHOOL
245 UNDERMOUNTAIN ROADSHEFFIELDMA01257PCEDUCATION$2,000
CENTER FOR ANIMAL PROTECTION
PO BOX 67176SCOTTS VALLEYCA95067PCSAVE THE LIVES OF INDIVIDUAL ANIMALS AND EDUCATE PEOPLE$15,000
CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAYSAN JOSECA95110PCEDUCATION OF CHILDREN$1,000
CHRISTMAS IN THE PARK SAN JOSE
ATTN JASON MINSKY 171 BRANHAM LANESAN JOSECA95136PCPROMOTE COMMUNITY PARTICIPATION IN CHRISTMAS IN THE PARK$500SUITE 10-234
CITY LIGHTS
529 SOUTH SECOND STSAN JOSECA95112PCSUPPORT OF SAN JOSE THATRE ACTIVITIES$2,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030PCMEDICAL HELP WORLDWIDE$1,000
DOWNTOWN COLLEGE PREP
1400 PARKMOOR AVENUE SUITE 206SAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$2,500
EVERY PET'S DREAM
2010 EL CAMINO REALSANTA CLARACA95050PCFOSTER-BASED RESCUE OF ANIMALS$50,000
HABITAT FOR HUMANITY
513 VALLEY WAYMILPITASCA95134PCPROVIDING AFFORDABLE HOME OWNERSHIP$2,000
HISTORY SAN JOSE
1650 SENTER ROADSAN JOSECA95112PCSUPPORT OF LOCAL MUSEUM$2,000
HOSPICE OF THE VALLEY
4850 UNION AVESAN JOSECA951245156PCHOSPICE, PALLIATIVE CARE, COUNSELING$2,000
HUMANE SOCIETY SILICON VALLEY
901 AMES AVENUEMILPITASCA95035PCANIMAL WELFARE$5,000
HUNGER AT HOME
1560 BERGER DRIVESAN JOSECA95112PCFOOD SERVICE TO THE HOMELESS AND THE HUNGRY$2,500
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREETYARMOUTH PORTMA02675PCANIMAL WELFARE$5,000
KQEDKTEH
2601 MARIPOSA STREETSAN FRANCISCOCA941101426PCPUBLIC TELEVISION$2,500
LOVE LEO RESCUE
PO BOX 5272SANTA MONICACA90409PCANIMAL WELFARE$5,000
MUTTVILLE
ATTN SHERRIE FRANKLIN PO BOX 410207SAN FRANCISCOCA94141PCSENIOR DOG RESCUE$5,000
NETWORK FOR ANIMALS USA INC
4957 CROSS POINTE DRIVEOLDSMARFL34677PCANIMAL WELFARE$5,000
NEXT DOOR SOLUTIONS
234 E GISH ROAD STE 200SAN JOSECA95112PCPREVENTION OF DOMESTIC ABUSE$15,000
PEACE OF MIND DOG RESCUE (POMDR)
PO BOX 51554PACIFIC GROVECA93950PCSENIOR DOG WELFARE$2,500
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301PCOPEN LAND PRESERVATION$500
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
MEMBERSHIP DEPARTMENT 501 FRONTNORFOLKCA23510PCSAVING AND IMPROVING HUMAN AND ANIMAL LIVES$5,000STREET
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVENUE NW SUITE 400WASHINGTONDC200164131PCSAVING AND IMPROVING HUMAN AND ANIMAL LIVES$5,000
PLANNED PARENTHOOD
1691 THE ALAMEDASAN JOSECA95126PCHEALTH CARE SERVICES$2,000
QUEST VALLEY CHARITIES QVC
C/O STEVE PYLE CPA 901 CAMPISI WAYCAMPBELLCA95008PCPRIVATE FOUNDATION$10,000
ROTARY CLUB OF SAN JOSE
SAN JOSE ROTARY CLUB FOUNDATIONSAN JOSECA95112PCCOMMUNITY SERVICE$2,5001690 SENTER ROAD
ROTARY CLUB OF SAN JOSE
SAN JOSE ROTARY CLUB FOUNDATIONSAN JOSECA95112PCCOMMUNITY SERVICE$1,0001690 SENTER ROAD
ROTOPLAST FOUNDATION
ROTARY CLUB OF SAN JOSE 1690 SENTERSAN JOSECA95112PCRECONSTRUCTIVE SURGERY$3,000ROAD
SAN JOSE LIGHT TOWER CORP
URBAN CONFLUENCE PO BOX 720813SAN JOSECA95172PCCREATE A LANDMARK IN SAN JOSE$15,000
SAN JOSE MUSEUM OF ART
110 S MARKET STREETSAN JOSECA95113PCART APPRECIATION$1,000
SAN JOSE YOUTH SYMPHONY
5671 SANTA TERESA BOULEVARD SUITESAN JOSECA95123PCMUSIC APPRECIATION$1,000210
SECOND CHANCE RESCUE NYC
PO BOX 570701WHITESTONENY11357PCANIMAL WELFARE$5,000
SECOND HARVEST OF SILICON VALLEY
ATTN SOPHIA JUAREZ 4001 NORTH 1STSAN JOSECA95134PCFOOD FOR THE HUNGRY$15,000STREET
SILICON VALLEY BOY SCOUTS
970 W JULIAN STREETSAN JOSECA95126PCYOUTH ACTIVITIES$5,000
SOI DOG FOUNDATION USA
1321 UPLAND DRIVE SUITE 3905HOUSTONCA77043PCANIMAL WELFARE$25,000
STROKE AWARENESS FOUNDATION
51 E CAMPBELL AVENUE SUITE 106FCAMPBELLCA95008PCSTROKE PREVENTION & RESEARCH$1,000
SYMPHONY SAN JOSE
PO BOX 790SAN JOSECA95106PCMUSIC APPRECIATION$15,000
THE BOYS AND GIRLS CLUBS OF SILICON VALLEY
518 VALLEY WAYMILPITASCA95035PCBOYS AND GIRLS WELFARE$1,500
THE TECH MUSEUM
201 SOUTH MARKET STREETSAN JOSECA95113PCEDUCATION$1,000
THE UNITED WAY SILICON VALLEY
1400 PARKMOOR AVE SUITE 250SAN JOSECA95126PCCOMMUNITY SUPPORT$500
VIA SERVICES
C/O KAY WALKER 2851 PARK AVESANTA CLARACA95050PCSUPPORT OF DISABLED$2,000
YMCA OF SILICON VALLEY
CENTRAL YMCA - SAN JOSE CA 80SANTA CLARACA95051PCYOUTH ACTIVITIES$500SARATOGA AVENUE
YWCA
375 S THIRD STREETSAN JOSECA95112PCYOUTH ACTIVITIES$500
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453PCHELPING CHILDREN WITH CLEFT PALETS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$328,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,189ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$75,373ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$104,816ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,816TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,248Amt
Net Investment Income$4,343NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,905DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$348,842EOYBookValueAmt
EOYFMV$325,009EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,046,236EOYBookValueAmt
EOYFMV$2,495,802EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,250,009USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,150,421USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,728,257$2,412,299
EXCHANGE TRADED FUNDSAT COST$346,939$348,648

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL REGISTRATIONDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$62,561$62,561$0
ADR$18$18$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$923$923$0
FEDERAL TAXES$2,106$0$0
OTHER TAXES$20$0$0

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