KIEVE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
KIEVE FOUNDATION (EIN 01-0664998)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-30
IRS object ID
202001229349100000
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-04-30T22:47:43-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Phone4082938030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12359 MT DAVIDSON DRIVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951242513ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT KIEVEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone4082938030PhoneNum
Signature2020-03-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE S KUECHLERPreparerPersonNm
PTINP00233621PTIN
Phone4082006400PhoneNum
Preparation2020-03-30PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,025,797FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$381,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$146,499DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,499DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,774NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$332,787GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,774CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$548,773TotalRevAndExpnssAmt
Total Net Invst Incm$167,273TotalNetInvstIncmAmt
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$45,078OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,078OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$944TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,006TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,185TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$211,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$211,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,006TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$285,767ExcessRevenueOverExpensesAmt
Net Investment Income$119,876NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$240,684SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$340,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$340,087SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,052AcctRcvblAmt
Acct Rcvbl BOY$1,324AcctRcvblBOYAmt
Acct Rcvbl EOY$1,052AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,052AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,458,409USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,599,918USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,605,816USGovtObligationsEOYFMVAmt
Corporate Stock BOY$940,218CorporateStockBOYAmt
Corporate Stock EOY$886,363CorporateStockEOYAmt
Corporate Stock EOYFMV$1,985,014CorporateStockEOYFMVAmt
Corporate Bonds BOY$253,382CorporateBondsBOYAmt
Corporate Bonds EOY$202,364CorporateBondsEOYAmt
Corporate Bonds EOYFMV$203,047CorporateBondsEOYFMVAmt
Other Investments BOY$839,001OtherInvestmentsBOYAmt
Other Investments EOY$989,001OtherInvestmentsEOYAmt
Other Investments EOYFMV$890,781OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,733,018TotalAssetsBOYAmt
Total Assets EOY$4,018,785TotalAssetsEOYAmt
Total Assets EOYFMV$5,025,797TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,733,018NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,018,785NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,733,018TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,018,785TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,733,018TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,018,785TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,733,018TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$285,767ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,018,785SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,018,785TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - DETAILS AVAILABLE UPON REQUEST$331,651$312,013$19,638$19,638
CAPITAL GAINS DIVIDENDS$1,136$1,136$1,136P
FieldValueIRS element (for citing)
Capital Gain Net Income$20,774CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$256,401AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,523,929NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056677DistributionYr1Rt
Adjusted Qlfy Distri Yr2$225,710AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,635,567NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048691DistributionYr2Rt
Adjusted Qlfy Distri Yr3$228,310AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,561,874NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050047DistributionYr3Rt
Adjusted Qlfy Distri Yr4$254,802AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,643,392NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054874DistributionYr4Rt
Adjusted Qlfy Distri Yr5$292,837AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,816,787NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060795DistributionYr5Rt
Total Distribution0.271084TotalDistributionRt
Average Distribution0.054217AverageDistributionRt
Net Vl Noncharitable Assets$4,472,825NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$242,503AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,199NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$243,702AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$215,185QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,398InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,398SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,800EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$598TaxDueAmt

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
ROBERT KIEVE
2359 MT DAVIDSON DRSAN JOSECA95124PRESIDENT/DIRECTOR0.25$0$0$0
LENOIR KIEVE
2359 MT DAVIDSON DRSAN JOSECA95124VP/DIRECTOR0.25$0$0$0
JUDY CASSADA
2359 MT DAVIDSON DRSAN JOSECA95124CFO/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$4,345,844AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$194,043AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,052FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,540,939TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,540,939AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,114CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,472,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$223,641MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$223,641MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,398TaxBasedOnInvestmentIncomeAmt
Total Tax$2,398TotalTaxAmt
Distributable Before Adj$221,243DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$221,243DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$221,243DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,185ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$215,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$215,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$221,243DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$59,232ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$26,448ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,617ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$33,773ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$125,070TotalExcessDistributionCyovAmt
Qualifying Distributions$215,185QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$215,185AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$6,058ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,058ExcessDistributionCyovAppCYAmt
Total Corpus$119,012TotalCorpusAmt
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$53,174ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$65,838ExcessDistriCyovToNextYrAmt
Excess From Year4$26,448ExcessFromYear4Amt
Excess From Year3$5,617ExcessFromYear3Amt
Excess From Year1$33,773ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT S KIEVERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12359 MT DAVIDSON DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95124ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4082938030RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALMADEN VALLEY WOMEN'S CLUB
PO BOX 20084SAN JOSECA95160PCCOMMUNITY SUPPORT$25,000
ALZHEIMERS ASSOCIATION
2065 W EL CAMINO REAL SUITE CMOUNTAIN VIEWCA94040PCALZHEIMERS RESEARCH$10,000
AMERICAN CANCER SOCIETY
747 CAMDEN AVE SUITE BCAMPBELLCA95008PCCANCER RESEARCH$2,000
AMERICAN HEART ASSOCIATION
1710 GILBRETH RDBURLINGAMECA94010PCHEART DISEASE RESEARCH$1,000
AMERICAN RED CROSS
2731 NORTH FIRST STSAN JOSECA95134PCDISASTER RELIEF$500
ARTHRITIS FOUNDATION
657 MISSION STREETSAN FRANCISCOCA94105PCPREVENTION, CONTROL & CURE OF ARTHRITIS$500
BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STSAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$2,000
BERKSHIRE SCHOOL
245 UNDERMOUNTAIN ROADSHEFFIELDMA01257PCEDUCATION$2,000
CENTER FOR ANIMAL PROTECTION
PO BOX 3032GRASS VALLEYCA95945PCSAVE THE LIVES OF INDIVIDUAL ANIMALS AND EDUCATE PEOPLE$1,500
CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAYSAN JOSECA95110PCEDUCATION OF CHILDREN$1,000
CHILDREN'S MUSICAL THEATRE SAN JOSE
1401 PARKMOOR AVESAN JOSECA95126PCDEVELOPMENT OF YOUTH TALENT$2,000
CHRISTMAS IN THE PARK SAN JOSE
171 BRANHAM LANE SUITE 10-234SAN JOSECA95136PCENCOURAGE COMMUNITY PARTICIPATION$500
CITY LIGHTS
529 S SECOND STSAN JOSECA95112PCSUPPORT OF SAN JOSE THEATRE ACTIVITIES$2,000
COMMONWEALTH CLUB
595 MARKET STREETSAN FRANCISCOCA94105PCSUPPORT OF GENERAL EDUCATION$500
DOCTORS WITHOUT BORDERS USA
333 7TH AVENEW YORKNY10001PCMEDICAL HELP WORLDWIDE$1,000
DOWNTOWN COLLEGE PREP
1460 THE ALAMEDASAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$3,500
EISENHOWER FOUNDATION
PO BOX 295ABILENEKS67410PCSUPPORT OF THE EISENHOWER LIBRARY$2,500
GILDA RADNER FAMILIAL OVARIAN CANCER
ELM CARLTON STREETBUFFALONY14263PCOVARIAN CANCER RESEARCH$1,500
GUADALUPE RIVER PARK CONSERVANCY
438 COLEMAN AVESAN JOSECA95110PCMAINTAIN PUBLIC OPEN SPACE$1,000
HABITAT FOR HUMANITY
513 VALLEY WAYMILPITASCA95035PCPROVIDING AFFORDABLE HOME OWNERSHIP$2,000
HAPPY HOLLOW
1300 SENTER RDSAN JOSECA95112PCOUTDOOR ADVENTURE FOR FAMILIES$2,000
HARVARD COLLEGE FUND
124 MOUNT AUBURN STCAMBRIDGEMA02138PCEDUCATION$4,000
HISTORY SAN JOSE
1650 SENTER RDSAN JOSECA95112PCSUPPORT OF LOCAL MUSEUM$2,000
HOSPICE OF THE VALLEY
1150 S BASCOM AVE SUITE 7ASAN JOSECA95128PCEND OF LIFE CARE$2,500
HUMANE SOCIETY
901 AMES AVEMILPITASCA95035PCANIMAL WELFARE$1,500
HUNGER AT HOME
1560 BERGER DRSAN JOSECA95112PCFOOD SERVICE TO THE HOMELESS AND THE HUNGRY$500
JAKE'S WISH
PO BOX 1345SAN MARTINCA95046PCANIMAL WELFARE$500
KCSM - FM & TV
1700 WEST HILLSDALE BLVDSAN MATEOCA94402PCPUBLIC TELEVISION$1,000
KQEDKTEH
2601 MARIPOSA STSAN FRANCISCOCA94110PCPUBLIC TELEVISION$2,500
LINCOLN LAW SCHOOL
ONE NORTH FIRST STSAN JOSECA95113PCEDUCATION$5,000
MARKKULA CENTER FOR APPLIED ETHICS
500 EL CAMINO REALSANTA CLARACA95053PCTOWARD A MORE ETHICAL SOCIETY$1,000
MUTTVILLE
PO BOX 410207SAN FRANCISCOCA94141PCSENIOR DOG RESCUE$5,000
NEXT DOOR SOLUTIONS
234 E GISH RD SUITE 200SAN JOSECA95112PCPREVENTION OF DOMESTIC ABUSE$2,000
OPERA SAN JOSE
2149 PARAGON DRSAN JOSECA95131PCSUPPORT OF SAN JOSE ARTS$15,000
OPERATION SMILE
6435 TIDEWATER DRNORFOLKVA23509PCHELPING CHILDREN WITH CLEFT PALETS$2,000
PENINSULA OPEN SPACE TRUST
3000 SAND HILL RD 1-155MENLO PARKCA94025PCOPEN LAND PRESERVATION$500
PLANNED PARENTHOOD
1691 THE ALAMEDASAN JOSECA95126PCHEALTH CARE SERVICES$2,000
ROTARY CLUB OF SAN JOSE
1690 SENTER RDSAN JOSECA95112PCCOMMUNITY SUPPORT$35,000
ROTOPLAST FOUNDATION
3317 26TH STREETSAN FRANCISCOCA94110PCRECONSTRUCTIVE SURGERY$2,000
SAN JOSE MUSEUM OF ART
110 SOUTH MARKET STSAN JOSECA95113PCART APPRECIATION$1,500
SAN JOSE PUBLIC LIBRARY FOUNDATION
P O BOX 611540SAN JOSECA95161PCEDUCATION$1,000
SAN JOSE YOUTH SYMPHONY
595 PARK AVESAN JOSECA95110PCMUSIC APPRECIATION$1,000
SECOND HARVEST FOOD BANK
750 CURTNER AVESAN JOSECA95125PCFOOD FOR THE HUNGRY$2,000
SILICON VALLEY BOY SCOUTS
970 W JULIAN STREETSAN JOSECA95126PCYOUTH ACTIVITIES$1,000
SOI DOG
344 TULLY RDSAN JOSECA95111PCANIMAL WELFARE$3,000
STROKE AWARENESS FOUNDATION
2105 S BASCOM AVE SUITE 220CAMPBELLCA95008PCSTROKE PREVENTION & RESEARCH$12,000
SYMPHONY SILICON VALLEY
PO BOX 790SAN JOSECA95106PCSUPPORT OF SAN JOSE ARTS$35,000
THE BOYS AND GIRLS CLUBS OF SILICON VALLEY
518 VALLEY WAYMILIPITASCA95035PCBOYS AND GIRLS WELFARE$1,000
THE TECH MUSEUM
201 SOUTH MARKET STSAN JOSECA95113PCEDUCATION$2,000
THE UNITED WAY SILICON VALLEY
1922 THE ALAMEDASAN JOSECA95126PCCOMMUNITY SUPPORT$500
TRIPLE NEGATIVE BREAST CANCER FOUNDATION
PO BOX 204NORWOODNJ07648PCBREAST CANCER AWARENESS$1,000
UNIVERSITY OF ARIZONA
111 N CHERRY AVETUCSONAZ85721PCPOST SECONDARY EDUCATION$500
VIA SERVICES
2851 PARK AVESANTA CLARACA95050PCSUPPORT OF THE DISABLED$500
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$211,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146,499ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,774ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$167,273ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,273TotalIncomeProducingActyAmt

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 KIEVEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12359 MT DAVIDSON DRIVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951242513ZIPCd
FieldValueIRS element (for citing)
Total Contributions$381,500TotalContributionsAmt
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$202,364EOYBookValueAmt
EOYFMV$203,047EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$886,363EOYBookValueAmt
EOYFMV$1,985,014EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$309,114USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$316,057USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,290,804StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,289,759StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$939,029$834,649
EXCHANGE TRADED FUNDSAT COST$49,972$56,132

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSES AND FEESDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$45,064$45,064$0
ADR FEE$14$14$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$944$944$0
FEDERAL TAXES$424$0$0

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