KIEVE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KIEVE FOUNDATION (EIN 01-0664998)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202241329349103109
Schema version
2021v4.2
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)
Return2022-05-12T13:41:09-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W SAN FERNANDO ST STE 500AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-02SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW PETROSKIPreparerPersonNm
PTINP00853132PTIN
Phone4082006400PhoneNum
Preparation2022-05-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,224,550FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$168,311DividendsRevAndExpnssAmt
Dividends Net Invst Incm$168,311DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$48,256NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$511,938GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,256CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,466,567TotalRevAndExpnssAmt
Total Net Invst Incm$216,567TotalNetInvstIncmAmt
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$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$62,660OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$62,660OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,002TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$157OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$157OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,037TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,282TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$365,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$365,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$436,538TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,037TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$369,282TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,030,029ExcessRevenueOverExpensesAmt
Net Investment Income$151,530NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,327,036SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$334,887SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$334,887SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$6,745AcctRcvblAmt
Acct Rcvbl BOY$232AcctRcvblBOYAmt
Acct Rcvbl EOY$6,745AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$6,745AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,455,911USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,445,646USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,435,508USGovtObligationsEOYFMVAmt
Corporate Stock BOY$828,736CorporateStockBOYAmt
Corporate Stock EOY$1,122,483CorporateStockEOYAmt
Corporate Stock EOYFMV$3,080,718CorporateStockEOYFMVAmt
Corporate Bonds BOY$96,848CorporateBondsBOYAmt
Corporate Bonds EOY$199,932CorporateBondsEOYAmt
Corporate Bonds EOYFMV$198,564CorporateBondsEOYFMVAmt
Other Investments BOY$1,465,427OtherInvestmentsBOYAmt
Other Investments EOY$3,094,526OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,168,128OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,174,190TotalAssetsBOYAmt
Total Assets EOY$6,204,219TotalAssetsEOYAmt
Total Assets EOYFMV$8,224,550TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,174,190NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,204,219NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,174,190TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,204,219TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,174,190TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,204,219TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,174,190TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,030,029ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,204,219SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,204,219TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
VARIOUS SECURITIES - DETAIL AVAILABLE UPON REQUEST2021-01-012021-12-31$76,241$73,704$2,537$2,537
VARIOUS SECURITIES - DETAIL AVAILABLE UPON REQUEST2021-01-012021-12-31$319,895$389,978-$70,083-$70,083
ENTERPRISE TRUST & INVESTMENT - CAPITAL GAIN DISTRIBUTION2021-01-012021-12-31$115,802$115,802$115,802P
FieldValueIRS element (for citing)
Capital Gain Net Income$48,256CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,106InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,106SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,106TaxBasedOnInvestmentIncomeAmt
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$294OverpaymentAmt
Applied To ES Tax$294AppliedToESTaxAmt
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$6,790,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$903,627AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$6,745FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,700,791TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,700,791AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$115,512CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,585,279NetVlNoncharitableAssetsAmt
Minimum Investment Return$379,264MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$379,264MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,106TaxBasedOnInvestmentIncomeAmt
Total Tax$2,106TotalTaxAmt
Distributable Before Adj$377,158DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$377,158DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$377,158DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$369,282ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$369,282QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$377,158DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,617ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$33,773ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$5,213ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,603TotalExcessDistributionCyovAmt
Qualifying Distributions$369,282QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$369,282AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,876ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,876ExcessDistributionCyovAppCYAmt
Total Corpus$36,727TotalCorpusAmt
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$36,727ExcessDistriCyovToNextYrAmt
Excess From Year3$31,514ExcessFromYear3Amt
Excess From Year1$5,213ExcessFromYear1Amt

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 (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL LEGAL DEFENSE FUND
525 EAST COTATI AVENUECOTATICA94931PCHELP WITH THE MISSION OF THE ORGANIZATION TO PROTECT ANIMALS FROM HARM$10,000
ANIMAL PLACE
PO BOX 1118GRASS VALLEYCA95945PCRESCUE AND SANCTUARY FOR FARM ANIMALS$15,000
BALOOJA'S FOUNDATION
154 A W FOOTHILL BLVD STE 348UPLANDCA91786PCANIMAL RESCUE, FOSTER-CARE AND ADOPTION$50,000
BELLARMINE COLLEGE PREPARATORY
960 W HEDDING STSAN JOSECA95126PCEDUCATION$5,000
BERKSHIRE SCHOOL
245 UNDERMOUNTAIN ROADSHEFFIELDMA01257PCEDUCATION$2,000
CALIFORNIA TROLLY AND RAILROAD CORPORATION
1650 SENTER ROADSAN JOSECA95112PCPRESERVE AND REFLECT THE LEGACY OF RAIL TRANSPORTATION$5,000
CENTER FOR ANIMAL PROTECTION
PO BOX 3032GRASS VALLEYCA95945PCSAVE 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
CITY LIGHTS
529 S SECOND STSAN JOSECA95112PCSUPPORT OF SAN JOSE THEATRE ACTIVITIES$2,000
DOCTORS WITHOUT BOARDERS USA
333 7TH AVENEW YORKNY10001PCMEDICAL HELP WORLDWIDE$1,000
DOWNTOWN COLLEGE PREP
1460 THE ALAMEDASAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$2,500
EVERY PET'S DREAM
2010 E EL CAMINO REAL 143SANTA CLARACA95050PCFOSTER-BASED RESCUE OF ANIMALS$15,000
GREEN FOOTHILLS
3921 E BAYSHORE RDPALO ALTOCA94303PCOPEN LAND PRESERVATION$2,500
HABITAT FOR HUMANITY
513 VALLEY WAYMILPITASCA95035PCPROVIDING AFFORDABLE HOME OWNERSHIP$2,000
HISTORY SAN JOSE
1650 SENTER RDSAN JOSECA95112PCSUPPORT OF LOCAL MUSEUM$2,000
HOSPICE OF THE VALLEY
4850 UNION AVESAN JOSECA95124PCHOSPICE, PALLIATIVE CARE, COUNSELING$2,000
HUMANE SOCIETY
901 AMES AVEMILPITASCA95035PCANIMAL WELFARE$5,000
HUNGER AT HOME
1560 BERGER DRSAN JOSECA95112PCFOOD SERVICE TO THE HOMELESS AND THE HUNGRY$2,500
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110PCPUBLIC TELEVISION$2,500
LOVE LEO RESCUE
1908 12TH STREET 2SANTA MONICACA90404PCANIMAL WELFARE$5,000
MUTTVILLE
PO BOX 410207SAN FRANCISCOCA94141PCSENIOR DOG RESCUE$5,000
NEXT DOOR SOLUTIONS
234 E GISH RD SUITE 200SAN JOSECA95112PCPREVENTION OF DOMESTIC ABUSE$20,000
OPERATION SMILE
6435 TIDEWATER DRNORFOLKVA23509PCHELPING CHILDREN WITH CLEFT PALETS$3,000
PENINSULA OPEN SPACE TRUST
3000 SAND HILL RD 1-155MENLO PARKCA94025PCOPEN LAND PRESERVATION$500
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVE NW SUITE 400WASHINGTONDC20016PCSAVING AND IMPROVING HUMAN AND ANIMAL LIVES$5,000
PLANNED PARENTHOOD
1691 THE ALAMEDASAN JOSECA95126PCHEALTH CARE SERVICES$2,000
ROTARY CLUB OF SAN JOSE
1690 SENTER RDSAN JOSECA95112PCCOMMUNITY SERVICE$15,000
ROTOPLAST FOUNDATION
3317 26TH STREETSAN FRANCISCOCA94110PCRECONSTRUCTIVE SURGERY$3,500
SAN JOSE LIGHT TOWER CORP
160 W SANTA CLARA ST 90SAN JOSECA95113PCCREATE A LANDMARK IN SILICON VALLEY$50,000
SAN JOSE MUSEUM OF ART
110 SOUTH MARKET STSAN JOSECA95113PCART APPRECIATION$1,000
SAN JOSE YOUTH SYMPHONY
595 PARK AVESAN JOSECA95110PCMUSIC APPRECIATION$1,000
SECOND CHANCE RESCUE NYC
PO BOX 570701WHITESTONENY11357PCANIMAL WELFARE$5,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVESAN JOSECA95125PCFOOD FOR THE HUNGRY$20,000
SILICON VALLEY BOY SCOUTS
970 W JULIAN STREETSAN JOSECA95126PCYOUTH ACTIVITIES$5,000
SOI DOG FOUNDATION USA
344 TULLY RDSAN JOSECA95111PCANIMAL WELFARE$25,000
STROKE AWARENESS FOUNDATION
2105 S BASCOM AVE SUITE 220CAMPBELLCA95008PCSTROKE PREVENTION & RESEARCH$1,000
SYMPHONY SILICON VALLEY
325 S 1ST STREETSAN JOSECA95113PCMUSIC APPRECIATION$50,000
THE BOYS AND GIRLS CLUBS OF SILICON VALLEY
518 VALLEY WAYMILIPITASCA95035PCBOYS AND GIRLS WELFARE$1,500
THE TECH MUSEUM
201 SOUTH MARKET STSAN JOSECA95113PCEDUCATION$1,000
THE UNITED WAY SILICON VALLEY
1922 THE ALAMEDASAN JOSECA95126PCCOMMUNITY SUPPORT$500
VIA SERVICES
2851 PARK AVESANTA CLARACA95050PCSUPPORT OF THE DISABLED$2,000
YMCA OF SILICON VALLEY
80 SARATOGA AVESANTA CLARACA95051PCYOUTH ACTIVITIES$500
YWCA
375 S THIRD STSAN JOSECA95112PCYOUTH ACTIVITIES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$365,000TotalGrantOrContriPdDurYrAmt
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$168,311ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$48,256ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$216,567ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$216,567TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT S KIEVE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line115425 LOS GATOS BLVD STE 150AddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$5,500Amt
Net Investment Income$1,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,125DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$199,932EOYBookValueAmt
EOYFMV$198,564EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$1,122,483EOYBookValueAmt
EOYFMV$3,080,718EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$170,897USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$176,691USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,274,749StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,258,817StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,714,827$2,731,256
EXCHANGE TRADED FUNDSAT COST$379,699$436,872

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES AND FEES$150$0$150
POSTAGE$7$0$7

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$62,642$62,642$0
ADR FEE$18$18$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,002$1,002$0
FEDERAL TAXES$2,219$0$0

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