K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202001089349100505
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T14:13:49-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | SIUMUI LO | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $657,943 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,786 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,173 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,637 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,958 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,958 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $226 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,414 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,594 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $374,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $341,382 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $631,326 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $381,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $657,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $381,667 | RetainedEarningBOYAmt |
| Retained Earning EOY | $367,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $381,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $367,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $381,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $367,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $381,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $367,999 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $367,999 | 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 | $63,766 | GrossSalesPriceAmt |
| Cost Or Other Basis | $36,980 | CostOrOtherBasisAmt |
| Gain Or Loss | $26,786 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $26,786 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,786 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,980 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $567,495 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04578 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,298 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $523,712 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,193 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $465,303 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051994 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,565 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $494,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045607 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $486,074 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016716 | DistributionYr5Rt |
| Total Distribution | 0.204583 | TotalDistributionRt |
| Average Distribution | 0.040917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $596,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,406 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $294 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,700 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,448 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $294 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $294 | SubtotalAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $294 | TaxDueAmt |
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 | false | 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 | $583,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $605,552 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $605,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $596,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $294 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $294 | TotalTaxAmt |
| Distributable Before Adj | $29,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,448 | 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 | $29,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $294 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,154 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,148 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $29,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,148 | AppliedToYear1Amt |
| Applied To Current Year | $2,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $27,229 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL ASSISTED HAPPINESS INC | ||||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | N/A | PC | General & Unrestricted | $200 | |
| BAY AREA RIDGE TRAIL COUNCIL | ||||||||
| 1007 GENERAL KENNEDY AVE STE 3 | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $250 | |
| CANOPY | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $3,000 | |
| CANOPY | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | Leadership Mountain View Cuesta Park Planting Fund | $500 | |
| CANOPY | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | Tree Whisperer Fund | $7,000 | |
| CHAC | ||||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | N/A | PC | Charitable Event | $500 | |
| CHUNG TAI INTERNATIONAL CHAN BUDDHIST ASSOCIATION | ||||||||
| 3254 GLORIA TERRACE | LAFAYETTE | CA | 94549 | N/A | PC | General & Unrestricted | $200 | |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $200 | |
| COMMUNITY SERVICES AGENCY | ||||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $500 | |
| COSTANOA COMMONS INC | ||||||||
| 335 GOLF CLUB DR | SANTA CRUZ | CA | 95060 | N/A | PC | General & Unrestricted | $500 | |
| FAMILY GIVING TREE | ||||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $200 | |
| FAMILY GIVING TREE | ||||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Charitable Event | $100 | |
| FRIENDS OF STEVENS CREEK TRAIL | ||||||||
| 22221 MCCLELLAN RD | CUPERTINO | CA | 95014 | N/A | PC | General & Unrestricted | $150 | |
| HOPES CORNER INC | ||||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $750 | |
| HUMANE SOCIETY SILICON VALLEY | ||||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $200 | |
| KQED INC | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $500 | |
| LIVING CLASSROOM | ||||||||
| PO BOX 4121 | LOS ALTOS | CA | 94024 | N/A | PC | General & Unrestricted | $1,300 | |
| LOS ALTOS COMMUNITY FOUNDATION | ||||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | MVLA Scholars Fund | $300 | |
| MENTOR TUTOR CONNECTION | ||||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $250 | |
| 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 | $200 | |
| MOUNTAIN VIEW HIGH SCHOOL BAND PARENTS ASSOCIATION | ||||||||
| 1225 S SPRINGER RD | LOS ALTOS | CA | 94024 | N/A | PC | General & Unrestricted | $550 | |
| MOUNTAIN VIEW HIGH SCHOOL SPORTS BOOSTERS | ||||||||
| 809B CUESTA DR 2134 | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $200 | |
| MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL FOUNDATION | ||||||||
| PO BOX 1146 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $1,500 | |
| MOVEMBER FOUNDATION | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $200 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $500 | |
| OCEAN CONSERVANCY INC | ||||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 | |
| OCEANA INC | ||||||||
| 1350 CONNECTICUT AVE NW 5TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250 | |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & | ||||||||
| students inc | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $300 | 3535 TRUMAN AVE |
| SAVE THE BAY | ||||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $323 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | N/A | PC | General & Unrestricted | $200 | |
| SOCIETY FOR THE BLIND | ||||||||
| 1238 S ST | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $1,000 | |
| SUSTAINABLE SCHOOLS INTERNATIONAL | ||||||||
| 5907 MERCURY DR | FORT COLLINS | CO | 80525 | N/A | PC | General & Unrestricted | $100 | |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $500 | |
| YOSEMITE FOUNDATION | ||||||||
| 101 MONTGOMERY ST STE 1700 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $500 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF SILICON | ||||||||
| valley | SAN JOSE | CA | 95112 | N/A | PC | General & Unrestricted | $250 | 375 S 3RD ST |
| YOUTH OUTSIDE | ||||||||
| 436 14TH ST STE 1209 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,423 | 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 | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,798 | 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 | $13,322 | 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 | $23,173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,173 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $3,282 | $4,577 |
| ACCENTURE PLC | $2,293 | $3,159 |
| ACTIVISION BLIZZARD INC | $3,657 | $3,565 |
| ALIBABA GROUP HOLDING LTD | $4,066 | $10,605 |
| ALLERGAN PLC | $3,700 | $3,250 |
| ALPHABET INC CL A | $4,565 | $13,393 |
| AMAZON COM | $1,808 | $12,934 |
| AMGEN INC | $4,363 | $12,053 |
| ANALOG DEVICES INC | $3,779 | $10,696 |
| APPLE INC | $5,215 | $20,555 |
| APPLIED MATERIALS INC | $1,400 | $6,714 |
| ARCHER DANIELS MDLND | $5,319 | $6,953 |
| BAIDU.COM - ADR | $3,409 | $2,528 |
| BANK OF AMERICA CORP | $3,488 | $10,918 |
| BIOGEN INC | $5,175 | $5,935 |
| BLACKROCK INC | $2,385 | $5,027 |
| BMY CONTINGENT VALUE RIGHTS | $128 | $181 |
| BOEING CO | $4,780 | $11,402 |
| BRISTOL-MYERS SQUIBB CO | $3,354 | $3,851 |
| BROADCOM INC | $3,347 | $6,320 |
| CAPITAL ONE FINANCIAL CORP | $3,518 | $6,175 |
| CATERPILLAR INC | $2,625 | $4,430 |
| CHENIERE ENERGY INC | $3,392 | $3,664 |
| CHEVRON CORP | $5,447 | $6,026 |
| CHUBB LIMITED | $3,281 | $4,670 |
| CISCO SYSTEMS INC | $1,684 | $3,837 |
| CITIGROUP INC | $4,118 | $7,989 |
| CNOOC LTD ADS | $2,158 | $1,667 |
| CONOCOPHILLIPS | $2,926 | $3,252 |
| CONTINENTAL RESOURCES INC | $2,807 | $1,715 |
| CORTEVA INC | $525 | $887 |
| COSTCO WHOLESALE CORPORATION | $2,981 | $8,818 |
| CSX CORP | $1,788 | $6,512 |
| CVS CAREMARK CORP | $4,500 | $4,457 |
| DEERE CO | $2,782 | $5,198 |
| DELL TECHNOLOGIES INC CLASS C | $3,391 | $6,475 |
| DIAGEO PLC ADS | $3,507 | $5,053 |
| DOW CHEMICAL PV | $1,025 | $1,642 |
| DU PONT DE NEMOURS | $1,505 | $1,926 |
| EAST WEST BANCORP, INC | $3,477 | $3,896 |
| EOG RESOURCES INC | $3,700 | $3,350 |
| EXPEDITORS INTL WASH INC | $3,428 | $5,461 |
| EXXON MOBIL CORP | $2,612 | $2,093 |
| FACEBOOK INC | $3,758 | $5,131 |
| FIRST REPUBLIC BANK | $3,502 | $7,047 |
| GILEAD SCIENCES INC | $4,850 | $4,224 |
| GOLDMAN SACHS GROUP | $2,180 | $3,449 |
| HALLIBURTON COMPANY | $3,455 | $2,447 |
| HOLLYFRONTIER CORP | $3,147 | $3,043 |
| HOME DEPOT INC | $3,146 | $8,735 |
| HONEYWELL INTL | $1,527 | $4,425 |
| ILLINOIS TOOL WORKS | $2,443 | $7,185 |
| INTEL CORP | $2,974 | $8,379 |
| INTERCONTINENTAL EXCHANGE, INC | $3,599 | $7,404 |
| INTERNATIONAL BUSINESS MACHINE | $4,823 | $3,351 |
| INTUIT | $2,254 | $10,477 |
| JD.COM, INC | $3,564 | $4,228 |
| JOHNSON & JOHNSON | $3,754 | $5,105 |
| JP MORGAN CHASE | $2,806 | $8,364 |
| KANSAS CITY SOUTHERN | $7,010 | $10,721 |
| KONTOOR BRANDS INC | $158 | $336 |
| LABORATORY CORP AMER HLDGS | $3,445 | $5,921 |
| LINDE PLC COM | $3,309 | $4,258 |
| LOWES COMPANIES INC | $2,108 | $7,186 |
| LVMH MOET HENN UNSP | $2,871 | $7,462 |
| MARATHON OIL CORP COM | $2,463 | $1,086 |
| MARTIN MARIETTA MATLS INC | $3,622 | $4,474 |
| MASTERCARD INC | $4,881 | $17,914 |
| MEDTRONIC PLC | $5,387 | $7,942 |
| MICROSOFT CORP | $2,713 | $15,769 |
| NASDAQ OMX GROUP | $2,599 | $8,568 |
| NICE SYSTEMS LTD | $3,368 | $4,655 |
| NORFOLK SOUTHERN CORP | $1,554 | $4,853 |
| NVIDIA CORP | $4,230 | $3,765 |
| ORACLE CORP | $5,365 | $8,477 |
| OWENS CORNING | $3,058 | $3,256 |
| PARKER HANNIFIN CP | $3,074 | $5,146 |
| PAYPAL HOLDINGS, INC | $1,835 | $6,490 |
| PROCTER GAMBLE CO | $3,242 | $4,996 |
| PULTE GROUP INC | $3,138 | $3,104 |
| QORVO INC | $3,845 | $5,812 |
| QUANTA SVCS INC | $3,334 | $3,664 |
| RAYTHEON CO | $1,750 | $6,592 |
| RESMED INC | $3,528 | $9,298 |
| ROCHE HOLDING LTD ADR | $3,799 | $4,879 |
| ROCKWELL AUTOMATION INC | $4,232 | $5,067 |
| SALESFORCE.COM | $2,109 | $8,132 |
| SAP AKTIENGESELL ADS | $3,193 | $5,360 |
| SASOL LTD | $2,945 | $1,513 |
| SCHLUMBERGER LTD | $3,471 | $2,010 |
| SKYWORKS SOLUTIONS, INC | $3,078 | $4,835 |
| STARBUCKS CORP COM | $3,470 | $5,275 |
| STRYKER CORPORATION | $3,755 | $8,398 |
| SVB FINANCIAL GROUP | $3,536 | $5,021 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $3,384 | $11,619 |
| THERMO FISHER SCIENTIFIC INC | $1,599 | $8,122 |
| TRIP COM GROUP ADR | $2,332 | $3,354 |
| UNION PACIFIC | $1,878 | $5,424 |
| UNITED TECHNOLOGIES CORP | $2,720 | $4,493 |
| V F CORP | $2,672 | $5,980 |
| VALERO ENERGY CORP | $3,968 | $5,619 |
| WALT DISNEY HOLDINGS CO | $4,413 | $8,678 |
| WEIBO CORPORATION | $3,480 | $3,245 |
| WELLS FARGO & CO | $2,773 | $4,304 |
| WHIRLPOOL CORP | $3,790 | $2,951 |
| WYNDHAM HOTELS & RESORTS INC C | $1,729 | $2,512 |
| ZIMMER BIOMET HOLDINGS | $2,697 | $5,987 |
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 | $39 | $39 | |
| 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 | $6,958 | Amt |
| Net Investment Income | $6,958 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2018 | $170 | |
| Foreign Tax Paid | $226 | $226 |
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