K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-14
- IRS object ID
- 202102879349101005
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-14T08:31:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 GURNSWAMY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-10-05 | 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 | GURNSWAMY | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,164,710 | 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 | $406,863 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $421,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,703 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,261 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $163 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,058 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $383,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,552 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $341,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $604,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,018,158 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $367,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $751,216 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,164,710 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $367,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $751,216 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $751,216 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $751,216 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $383,217 | ExcessRevenueOverExpensesAmt |
| Subtotal | $751,216 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $751,216 | 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 | $63,324 | GrossSalesPriceAmt |
| Cost Or Other Basis | $54,156 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,168 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,168 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $156 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $156 | SubtotalAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $144 | OverpaymentAmt |
| Applied To ES Tax | $144 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | $639,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $671,590 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $671,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $661,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $156 | TotalTaxAmt |
| Distributable Before Adj | $32,920 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,920 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,425 | 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 | $30,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,425 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,229 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $30,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,229 | AppliedToYear1Amt |
| Applied To Current Year | $3,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $29,724 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN YOUTH SOCCER ORGANIZATION - AYSO REGION 1 | |||||||
| CYPRESS AYSO REGION 154 PO BOX 999 | 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 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | Leadership Mountain View Class of 2020 | $1,000 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $8,000 |
| CHAC | |||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | N/A | PC | Moving Forward Together - an online giving event | $800 |
| CHILDREN INTERNATIONAL | |||||||
| 2000 E RED BRIDGE RD | KANSAS CITY | MO | 64131 | N/A | PC | In support of COVID-19 relief | $500 |
| COMMON ROOTS FARM | |||||||
| 301 GOLF CLUB DR | SANTA CRUZ | CA | 95060 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $950 |
| DAY WORKER CENTER OF MOUNTAIN VIEW | |||||||
| 113 ESCUELA AVE | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $250 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $100 |
| HOPES CORNER INC | |||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $350 |
| HUMANE SOCIETY SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $100 |
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | 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 | #TogetherMV Fund | $1,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars Scholarship fund | $1,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars program | $500 |
| LOUISIANA ENVIRONMENTAL ACTION NETWORK | |||||||
| 162 CROYDON AVE | BATON ROUGE | LA | 70806 | N/A | PC | General & Unrestricted | $500 |
| MAYVIEW COMMUNITY HEALTH CENTER INC | |||||||
| 270 GRANT AVE | PALO ALTO | CA | 94306 | N/A | PC | General & Unrestricted | $250 |
| MENTOR TUTOR CONNECTION | |||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $500 |
| 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 EDUCATIONAL FOUNDATION | |||||||
| PO BOX 391557 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $250 |
| MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 1146 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $1,000 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $200 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 |
| OCEANA INC | |||||||
| 1025 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD | |||||||
| 3535 TRUMAN AVE | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $300 |
| RISE AGAINST HUNGER | |||||||
| 3733 NATIONAL DR STE 200 | RALEIGH | NC | 27612 | N/A | PC | In Support of COVID-19 Relief | $500 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $500 |
| THE NATURE CONSERVANCY | |||||||
| 250 LAWRENCE HILL RD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | The Scott and Kendra Chan Memorial Fund for Marine Conservation | $300 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| PO BOX 55036 | BOSTON | MA | 02205 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE STE 401 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,400 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,526 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,295 | 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 | $14,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,830 | 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 |
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 Person | Double K Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Siumui Lo 2557 Fairbrook Dr | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $406,863 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FIVE BELOW INC FIVE, 76 sh. | $12,735 | 2020-12-29 |
| 1 | HEICO CORP HEI, 112 sh. | $14,702 | 2020-12-29 |
| 1 | GLOBANT SA GLOB, 88 sh. | $19,069 | 2020-12-29 |
| 1 | PROTO LABS INC PRLB, 75 sh. | $11,979 | 2020-12-29 |
| 1 | PAYCOM SOFTWARE PAYC, 43 sh. | $19,573 | 2020-12-29 |
| 1 | NEOGEN CORPORATION NEOG, 49 sh. | $3,940 | 2020-12-29 |
| 1 | TELADOC INC TDOC, 51 sh. | $10,110 | 2020-12-29 |
| 1 | TYLER TECHNOLOGIES, INC TYL, 44 sh. | $18,947 | 2020-12-29 |
| 1 | ANSYS INC ANSS, 36 sh. | $13,057 | 2020-12-29 |
| 1 | AMEDISYS INC - COMMON STOCK AMED, 46 sh. | $13,332 | 2020-12-29 |
| 1 | RITCHIE BROS AUCTIONEERS RBA, 236 sh. | $16,566 | 2020-12-29 |
| 1 | FASTENAL COMPANY FAST, 281 sh. | $14,016 | 2020-12-29 |
| 1 | COSTAR GROUP, INC CSGP, 25 sh. | $23,216 | 2020-12-29 |
| 1 | ROLLINS INC ROL, 351 sh. | $13,528 | 2020-12-29 |
| 1 | IHS MARKIT LTD INFO, 128 sh. | $11,245 | 2020-12-29 |
| 1 | VEEVA SYSTEMS INC VEEV, 60 sh. | $16,633 | 2020-12-29 |
| 1 | VERISK ANALYTICS, INC VRSK, 69 sh. | $14,345 | 2020-12-29 |
| 1 | WEST PHARMA SVCS INC WST, 52 sh. | $14,434 | 2020-12-29 |
| 1 | CHEMED CORP CHE, 20 sh. | $10,632 | 2020-12-29 |
| 1 | BLACKLINE INC BL, 111 sh. | $14,804 | 2020-12-29 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (115 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $3,282 | $5,312 |
| ABBVIE INC | $5,410 | $6,429 |
| ACCENTURE PLC | $2,293 | $3,918 |
| ACTIVISION BLIZZARD INC | $3,657 | $5,571 |
| ALIBABA GROUP HOLDING LTD | $4,066 | $11,637 |
| ALPHABET INC CL A | $4,565 | $17,526 |
| AMAZON COM | $1,808 | $22,798 |
| AMEDISYS INC - COMMON STOCK | $13,332 | $13,493 |
| AMGEN INC | $4,363 | $11,496 |
| ANALOG DEVICES INC | $2,729 | $9,602 |
| ANSYS INC | $13,057 | $13,097 |
| APPLE INC | $5,215 | $37,152 |
| APPLIED MATERIALS INC | $1,400 | $9,493 |
| ARCHER DANIELS MDLND | $5,319 | $7,562 |
| BAIDU.COM - ADR | $3,409 | $4,325 |
| BANK OF AMERICA CORP | $3,488 | $9,396 |
| BIOGEN INC | $5,175 | $4,897 |
| BLACKLINE INC | $14,804 | $14,805 |
| BLACKROCK INC | $2,385 | $7,215 |
| BMY CONTINGENT VALUE RIGHTS | $128 | $41 |
| BOEING CO | $4,780 | $7,492 |
| BRISTOL-MYERS SQUIBB CO | $3,354 | $3,722 |
| BROADCOM INC | $3,347 | $8,757 |
| CAPITAL ONE FINANCIAL CORP | $3,518 | $5,931 |
| CARRIER GLOBAL | $466 | $1,132 |
| CATERPILLAR INC | $2,625 | $5,461 |
| CENTENE CORP | $4,300 | $4,802 |
| CHEMED CORP | $10,632 | $10,652 |
| CHEVRON CORP | $5,447 | $4,223 |
| CHUBB LIMITED | $3,281 | $4,618 |
| CITIGROUP INC | $4,118 | $6,166 |
| CORTEVA INC | $525 | $1,162 |
| COSTAR GROUP, INC | $23,215 | $23,106 |
| COSTCO WHOLESALE CORPORATION | $2,981 | $11,303 |
| CSX CORP | $1,788 | $8,168 |
| CVS CAREMARK CORP | $4,500 | $4,098 |
| DEERE CO | $2,782 | $8,072 |
| DELL TECHNOLOGIES INC CLASS C | $3,391 | $9,235 |
| DIAGEO PLC ADS | $3,507 | $4,764 |
| DOLLAR GENERAL CORP | $4,829 | $5,258 |
| DOW INC | $1,025 | $1,665 |
| DU PONT DE NEMOURS | $1,505 | $2,133 |
| EXPEDITORS INTL WASH INC | $3,428 | $6,658 |
| EXXON MOBIL CORP | $2,612 | $1,237 |
| FACEBOOK INC | $3,758 | $6,829 |
| FASTENAL COMPANY | $14,016 | $13,721 |
| FIRST REPUBLIC BANK | $3,502 | $8,816 |
| FIVE BELOW INC | $12,735 | $13,298 |
| GILEAD SCIENCES INC | $4,850 | $3,787 |
| GLOBANT SA | $19,069 | $19,150 |
| GOLDMAN SACHS GROUP | $2,180 | $3,956 |
| HALLIBURTON COMPANY | $3,455 | $1,890 |
| HEICO CORP | $14,702 | $14,829 |
| HOLLYFRONTIER CORP | $3,147 | $1,551 |
| HONEYWELL INTL | $1,527 | $5,318 |
| IHS MARKIT LTD | $11,245 | $11,498 |
| ILLINOIS TOOL WORKS | $2,443 | $8,155 |
| INTEL CORP | $2,974 | $6,975 |
| INTERCONTINENTAL EXCHANGE, INC | $3,599 | $9,223 |
| INTERNATIONAL BUSINESS MACHINE | $4,823 | $3,147 |
| INTUIT | $2,254 | $15,194 |
| JD.COM, INC | $1,782 | $5,274 |
| JOHNSON & JOHNSON | $7,468 | $9,443 |
| JP MORGAN CHASE | $2,806 | $7,624 |
| KANSAS CITY SOUTHERN | $7,010 | $14,289 |
| L3HARRIS TECHNOLOGIES | $3,374 | $3,780 |
| LABORATORY CORP AMER HLDGS | $3,445 | $7,124 |
| LINDE PLC COM | $3,309 | $5,270 |
| LOCKHEED MARTIN CORP | $4,291 | $3,905 |
| LOWES COMPANIES INC | $2,108 | $9,631 |
| LVMH MOET HENN UNSP | $2,871 | $9,978 |
| MARTIN MARIETTA MATLS INC | $3,622 | $4,544 |
| MASTERCARD INC | $4,881 | $21,415 |
| MEDTRONIC PLC | $5,387 | $8,200 |
| MERCADOLIBRE, INC | $4,105 | $11,727 |
| MICROSOFT CORP | $2,713 | $22,241 |
| NASDAQ OMX GROUP | $1,625 | $6,637 |
| NEOGEN CORPORATION | $3,940 | $3,886 |
| NICE SYSTEMS LTD | $3,368 | $8,506 |
| NORFOLK SOUTHERN CORP | $1,554 | $5,940 |
| NVIDIA CORP | $4,230 | $8,355 |
| ORACLE CORP | $5,365 | $10,350 |
| PARKER HANNIFIN CP | $3,074 | $6,810 |
| PAYCOM SOFTWARE | $19,573 | $19,446 |
| PAYPAL HOLDINGS, INC | $1,835 | $14,052 |
| PROCTER GAMBLE CO | $3,242 | $5,566 |
| PROTO LABS INC | $11,979 | $11,505 |
| PULTE GROUP INC | $3,138 | $3,450 |
| QUANTA SVCS INC | $3,334 | $6,482 |
| RAYTHEON TECHNOLOGIES CORP | $3,304 | $7,151 |
| REGENERON PHARMACEUTICALS INC | $4,365 | $3,382 |
| RESMED INC | $3,528 | $12,754 |
| RITCHIE BROS AUCTIONEERS | $16,566 | $16,414 |
| ROCHE HOLDING LTD ADR | $3,799 | $5,261 |
| ROCKWELL AUTOMATION INC | $4,232 | $6,270 |
| ROLLINS INC | $13,528 | $13,714 |
| SALESFORCE.COM | $2,109 | $11,127 |
| SAP AKTIENGESELL ADS | $3,193 | $5,216 |
| SCHLUMBERGER LTD | $3,471 | $1,092 |
| SKYWORKS SOLUTIONS, INC | $3,078 | $6,115 |
| STARBUCKS CORP COM | $3,470 | $6,419 |
| STRYKER CORPORATION | $3,755 | $9,802 |
| SVB FINANCIAL GROUP | $3,536 | $7,757 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $3,384 | $21,807 |
| TELADOC INC | $10,110 | $10,198 |
| THERMO FISHER SCIENTIFIC INC | $1,599 | $11,645 |
| TYLER TECHNOLOGIES, INC | $18,947 | $19,206 |
| UNION PACIFIC | $1,878 | $6,247 |
| VALERO ENERGY CORP | $3,968 | $3,394 |
| VEEVA SYSTEMS INC | $16,633 | $16,335 |
| VERISK ANALYTICS, INC | $14,345 | $14,324 |
| WALT DISNEY HOLDINGS CO | $4,413 | $10,871 |
| WELLS FARGO & CO | $2,773 | $2,414 |
| WEST PHARMA SVCS INC | $14,434 | $14,732 |
| ZIMMER BIOMET HOLDINGS | $2,697 | $6,164 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| 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 | $7,261 | Amt |
| Net Investment Income | $7,261 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Double K Family Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Siumui Lo 2557 Fairbrook Dr | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $300 | |
| 990-PF Excise Tax for 2019 | $294 | |
| Foreign Tax Paid | $163 | $163 |
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