BETA

RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RANAE DESANTIS FOUNDATION (EIN 20-7114699)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-16
IRS object ID
202133209349100848
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-16T13:55:10-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770356600PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOMI TAKAICHI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12105 S BASCOM AVE SUITE 225AddressLine1Txt
CityCAMPBELLCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207114699EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RANAE DESANTIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRANABusinessNameControlTxt
Phone8582631647PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1228 N BROADWAYAddressLine1Txt
CityESCONDIDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN RANAE DESANTISPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8582631647PhoneNum
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastRANAE DESANTISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK R TANAKAPreparerPersonNm
PTINP01410078PTIN
Phone4083699600PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,416,658FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$185,848DividendsRevAndExpnssAmt
Dividends Net Invst Incm$185,848DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$414,792NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,300,229GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$414,792CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$600,662TotalRevAndExpnssAmt
Total Net Invst Incm$600,662TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,325AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,574TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,574TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$129,604OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$129,604OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$141,503TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$141,503TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$494,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$494,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$635,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$141,503TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$494,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,866ExcessRevenueOverExpensesAmt
Net Investment Income$459,159NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$250,741CashBOYAmt
Cash EOY$264,960CashEOYAmt
Cash EOYFMV$264,960CashEOYFMVAmt
Acct Rcvbl BOY$130AcctRcvblBOYAmt
Other Investments BOY$7,781,016OtherInvestmentsBOYAmt
Other Investments EOY$7,732,061OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,151,698OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,031,887TotalAssetsBOYAmt
Total Assets EOY$7,997,021TotalAssetsEOYAmt
Total Assets EOYFMV$12,416,658TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,031,887RetainedEarningBOYAmt
Retained Earning EOY$7,997,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,031,887TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,997,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,031,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,997,021TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,031,887TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,866ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,997,021SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,997,021TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS SHORT TERM-PUBLICLY TRADED STOCKP$633,327$576,184$57,143$57,143
UBS LONG TERM-PUBLICLY TRADED STOCKP$1,657,343$1,309,253$348,090$348,090
CAPITAL GAINS DIVIDENDSP$9,559$9,559$9,559
FieldValueIRS element (for citing)
Capital Gain Net Income$414,792CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,382InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,382SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,382TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,759EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,759TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,623TaxDueAmt

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 BooksTIM WINTER STEWARD FAMILY OFFICEIndividualWithBooksNm
Phone8582631647PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1228 N BROADWAYAddressLine1Txt
CityESCONDIDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92025ZIPCd
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

FieldValueIRS element (for citing)
PersonANN RANAE DESANTISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 FORRESTER ROADAddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
STEWARD FAMILY OFFICE
228 N BROADWAYESCONDIDOCA92025MANAGEMENT$26,723
NOMI TAKAICHI LLP
2105 S BASCOM AVENUE SUITE 225CAMPBELLCA95008ACCOUNTING$9,325
FieldValueIRS element (for citing)
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$11,102,279AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$308,934AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,411,213TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,411,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,168CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,240,045NetVlNoncharitableAssetsAmt
Minimum Investment Return$562,002MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$562,002MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,382TaxBasedOnInvestmentIncomeAmt
Total Tax$6,382TotalTaxAmt
Distributable Before Adj$555,620DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$555,620DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$555,620DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$494,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$494,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$494,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$555,620DistributableAsAdjustedAmt
Undistributed Income PY$424,010UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$494,025QualifyingDistributionsAmt
Applied To Year1$424,010AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,015AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$485,605UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANN RANAE DESANTISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350 BAY AREA
PO BOX 18762OAKLANDCA94619NONEPUBLIC CHARITYGENERAL FUND$21,000
ACTBLUE
PO BOX 441146SOMERVILLEMA021440031NONEPUBLIC CHARITYGENERAL FUND$11,000
ACTERRA
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$5,000
ACTERRA
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$10,000
ACTERRA
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$11,000
BIONEERS
1014 TORNEY AVESAN FRANCISCOCA94129NONEPUBLIC CHARITYGENERAL FUND$11,000
CALIFORNIA ACADEMY OF SCIENCE
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118NONEPUBLIC CHARITYGENERAL FUND$2,100
CENTER FOR SCIENCE IN PUBLIC INTEREST
1220 L ST NW STE 300WASHINGTONDC20005NONEPUBLIC CHARITYGENERAL FUND$10,000
CHARITY NAVIGATOR
139 HARRISTOWN ROAD SUITE 101GLEN ROCKNJ07452NONEPUBLIC CHARITYGENERAL FUND$12,000
CHILDRENS HEALTH COUNCIL
650 CLARK WAYPALO ALTOCA94304NONEPUBLIC CHARITYGENERAL FUND$2,100
DEMOCRACY NOW
PO BOX 1838NEW YORKNY10113NONEPUBLIC CHARITYGENERAL FUND$21,000
EAST BAY RABBIT RESCUE
6960 AMADOR PLAZA ROADDUBLINCA94568NONEPUBLIC CHARITYGENERAL FUND$1,000
FAIR PLAY
610 SYLVAN HEIGHTS WAY APT 147NASHVILLETN37209NONEPUBLIC CHARITYGENERAL FUND$51,000
FRIENDS OF THE LOS GATOS PUBLIC LIBRARY
110 E MAIN STREETLOS GATOSCA95030NONEPUBLIC CHARITYGENERAL FUND$5,000
GRADES OF GREEN
420 27TH STREETMANHATTAN BEACHCA90266NONEPUBLIC CHARITYGENERAL FUND$21,000
GREEN AMERICA
1612 K STREET NW SUITE 600WASHINGTONDC20006NONEPUBLIC CHARITYGENERAL FUND$1,100
GREEN FOOTHILLS FOUNDATION
3921 E BAYSHORE ROADPALO ALTOCA94303NONEPUBLIC CHARITYGENERAL FUND$15,950
HUMANE SOCIETY OF SILICON VALLEY
901 AMES AVEMILPITASCA95035NONEPUBLIC CHARITYGENERAL FUND$21,000
KQED PUBLIC MEDIA
2601 MARIPOSA STREETSAN FRANCISCOCA94110NONEPUBLIC CHARITYGENERAL FUND$11,000
KQED PUBLIC MEDIA
2601 MARIPOSA STREETSAN FRANCISCOCA94110NONEPUBLIC CHARITYGENERAL FUND$21,000
LOS GATOS MUSEUM ASSOCIATION
PO BOX 1904LOS GATOSCA95031NONEPUBLIC CHARITYGENERAL FUND$21,000
NATIONAL CHRISTIAN FOUNDATION
11625 RAINWATER DRIVE SUITE 500AIPHARETTAGA30009NONEPUBLIC CHARITYGENERAL FUND$6,000
NORTH STAR RESCUE
4171 BARNES ROADSANTA ROSACA95403NONEPUBLIC CHARITYGENERAL FUND$500
NUEVA SCHOOL
6565 CA-35HILLSBOROUGHCA94010NONEPUBLIC CHARITYGENERAL FUND$25,075
OAKLAND ZOO ONLINE
9777 GOLF LINKS ROADOAKLANDCA94605NONEPUBLIC CHARITYGENERAL FUND$10,000
PENINSULA OPEN SPACE TRUST
222 HIGH STREETPALO ALTOCA94301NONEPUBLIC CHARITYGENERAL FUND$21,000
PETSTABLISHED-SOUTH BAY RABBIT RESCUE
PO BOX 2262MORGAN HILLCA95038NONEPUBLIC CHARITYGENERAL FUND$500
PIVOTAL CONNECTIONS
75 E SANTA CLARA STREET SUITE 1450SAN JOSECA95113NONEPUBLIC CHARITYGENERAL FUND$21,000
PLANNED PARENTHOOD
1225 4TH STREET NEWASHINGTONDC20002NONEPUBLIC CHARITYGENERAL FUND$21,000
POPULATION CONNECTION
2120 L STREET NORTHWEST 500WASHINGTONDC20037NONESCHOOLGENERAL FUND$21,000
RABBIT RESCUE INC
7640 ROSECRANS AVEPARAMOUNTCA90723NONEPUBLIC CHARITYGENERAL FUND$500
SAN JOSE ANIMAL CARE CENTER
2750 MONTEREY HWYSAN JOSECA95111NONEPUBLIC CHARITYGENERAL FUND$2,100
SILICON VALLEY SOCIAL VENTURES
PO BOX 1792LOS ALTOSCA94023NONEPUBLIC CHARITYGENERAL FUND$21,000
THE RAINFOREST ALLIANCE
233 BROADWAY 28TH FLOORNEW YORKNY10279NONEPUBLIC CHARITYGENERAL FUND$21,000
THE WIKIMEDIA FOUNDATION
1 MONTGOMERY ST SUITE 1600SAN FRANCISCOCA94104NONEPUBLIC CHARITYGENERAL FUND$15,000
UC DAVIS GIVE DAY
1 SHIELDS AVENUEDAVISCA95616NONEPUBLIC CHARITYGENERAL FUND$2,100
YOUTH SCIENCE INSTITUTE
296 GARDEN HILL DRIVELOS GATOSCA95032NONEPUBLIC CHARITYGENERAL FUND$21,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$494,025TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$185,848ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$414,792ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$600,662ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$600,662TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER
4THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE
8FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3).

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$9,325Amt
Net Investment Income$9,325NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER ELECTS TO TREAT $89,608 OF QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM UNDISTRIBUTED INCOME FOR THE 2015 TAX YEAR.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS/SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$7,732,061BookValueAmt
EOYFMV$12,151,698EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$102,316$102,316$0$0
MISCELLANEOUS FEES$565$565$0$0
MANAGEMENT FEES$26,723$26,723$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$2,574Amt
Net Investment Income$2,574NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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