2021-03-12T13:15:34-06:00 2020-10-31 910189318 MOSS ADAMS LLP 635 CAMPBELL TECHNOLOGY PARKWAY CAMPBELL CA 950085071 990PF 2019-11-01 770388772 THE GLORIA & KEN LEVY FOUNDATION GLOR 4083998081 51 UNIVERSITY AVE G LOS GATOS CA 95030 KEN LEVY OFFICER 4083998081 2021-03-09 1 MICHAEL E CHAMPION P00448390 4085587500 2021-03-09 2019 2022-09-23 18:48:47Z X 4609086 X X 15831 15831 48818 48818 1918841 4481816 4327257 5387 5387 1988877 4397293 0 0 0 6000 1500 4500 3962 952 10 133 0 133 10095 2452 4643 375390 375390 385485 2452 380033 1603392 4394841 1213 1154 1154 130713 2818224 2818224 2665131 1588282 1789708 48801 0 0 2845858 4407660 4609086 112873 71283 112873 71283 X 0 0 0 0 2732985 4336377 2732985 4336377 2845858 4407660 2732985 1603392 0 4336377 0 4336377 34,000 SHS OF KLAC P 2019-01-24 2019-11-15 112873 3957 108916 108916 290.101 SHS NEEDHAM GROWTH FUND P 2019-11-18 2020-07-06 13240 11363 1877 1877 33,900 SHS OF KLA TENCOR D 1976-03-01 2019-11-18 4234022 1450 4232572 4232572 2,414.833 SHS NEEDHAM GROWTH FUND P 1996-04-15 2020-07-06 110213 83601 26612 26612 CAPITAL GAINS DIVIDENDS P 11468 11468 11468 LOSS FROM GALLEON ONSHORE LIQUIDATION P 2019-12-31 54188 -54188 -54188 4327257 0 285560 4784288 0.059687 549520 4259592 0.129008 500621 4039612 0.123928 576324 2273103 0.253541 839657 1599345 0.525001 1.091165 0.218233 4466439 974724 43948 1018672 380033 87897 0 87897 0 87897 5640 0 0 5640 X 0 82257 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A KEN LEVY 4083998081 51 UNIVERSITY AVE G LOS GATOS CA 95030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GLORIA LEVY 51 UNIVERSITY AVE G LOS GATOS CA 95030 PRESIDENT 1.00 0 0 0 KENNETH LEVY 51 UNIVERSITY AVE G LOS GATOS CA 95030 SEC/CFO 1.00 0 0 0 NONE 0 NONE 0 0 1398348 3136108 0 4534456 0 0 4534456 68017 4466439 223322 223322 87897 87897 135425 0 135425 0 135425 380033 0 380033 0 380033 135425 0 0 782618 469387 310762 344793 51986 1959546 380033 0 0 0 135425 244608 0 0 2204154 0 0 0 0 0 0 782618 1421536 469387 310762 344793 51986 244608 GLORIA LEVY KENNETH LEVY X ACHIEVE KIDS 1212 MCGINNESS AVENUE SAN JOSE CA 95127 N/A PC CHARITABLE 400 AMERICAN ISRAEL EDUCATION FOUNDATIO 251 H STREET NW WASHINGTON DC 20001 N/A PC CHARITABLE 75000 CENTRAL PARK CONSERVANCY 14 EAST 60TH ST NEW YORK NY 10022 N/A PC CHARITABLE 1000 CHABAD OF CCNYHAMILTON HEIGHTS 3647 BROADWAY 6A NEW YORK NY 10031 N/A PC CHARITABLE 3250 CONGREGATION BETH DAVID 19700 PROSPECT ROAD SARATOGA CA 95070 N/A PC CHARITABLE 39990 FRIENDS OF FOOD RUNNERS 2579 WASHINGTON STREET SAN FRANCISCO CA 94115 N/A PC CHARITABLE 2500 JEWISH FEDERATION OF SILICON VALLEY 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 N/A PC CHARITABLE 50000 KEHILLAH JEWISH HIGH SCHOOL 3900 FABIAN WAY PALO ALTO CA 94303 N/A PC CHARITABLE 5000 MUSEUM OF ARTS AND DESIGN 2 COLUMBUS CIRCLE NEW YORK NY 10019 N/A PC CHARITABLE 250 REDWOOD COAST MEDICAL SERVICES PO BOX 1100 GUALALA CA 95445 N/A PC CHARITABLE 1000 SILICON VALLEY JEWISH FILM FESTIVAL PO BOX 2190 CUPERTINO CA 95015 N/A PC CHARITABLE 5000 THE AMERICAN FRIENDS OF THE ISRAEL 20 WEST 90TH STREET APT C NEW YORK NY 10024 N/A PC CHARITABLE 50000 THE WASHINGTON INSTITUTE FOR NEAR E 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 N/A PC CHARITABLE 10000 UC SANTA CRUZ FOUNDATION 1156 HIGH STREET SANTA CRUZ CA 95064 N/A PC CHARITABLE 131000 UCLA DAVID GEFFEN SCHOOL OF MEDICIN 10833 LE CONTE AVE 64-142 CHS LOS ANGELES CA 90095 N/A PC CHARITABLE 1000 375390 0 14 15831 14 48818 18 1918841 CANCELLATION OF DEBT FROM GALLEON 18 5387 0 1988877 0 1988877 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6000 1500 4500 KLA TENCOR CORP 171769 512668 AT&T INC 624718 540400 FEDEX 302140 518940 MONROE CAPITAL CORP 178480 104800 SUNCOR ENERGY 311175 112900 BANK CHARGES 83 0 83 FILING FEES 50 0 50 CANCELLATION OF DEBT FROM GALLEON 5387 5387 5387 OPEN CALLS 112873 71283 FEDERAL TAX 3000 0 0 CA FILING FEES 10 0 10 FOREIGN TAX 952 952 0