PATEL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PATEL FAMILY FOUNDATION (EIN 20-4933895)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-30
- IRS object ID
- 202042129349100609
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-30T12:21:29-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942425083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE & COMPANY CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1294 KIFER RD STE 708 | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940865314 | 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 | 204933895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATE | BusinessNameControlTxt |
| Phone | 6504280817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMIR PATEL | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2020-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES COSSMON | PreparerPersonNm |
| PTIN | P00042018 | PTIN |
| Phone | 4082453921 | 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 | $1,324,930 | 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 | $176,560 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,552 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,552 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$489 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $201,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $88,779 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,331 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,601 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,601 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,465 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,465 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,813 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,271 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,882 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $209,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $189,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,679 | CashBOYAmt |
| Cash EOY | $81,960 | CashEOYAmt |
| Cash EOYFMV | $81,960 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,251,899 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,226,924 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,242,970 | USGovtObligationsEOYFMVAmt |
| Other Assets BOY | $1,933 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,308,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,324,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,308,511 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,308,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,308,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,308,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $373 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,308,884 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,884 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25000 FHLB | P | 2018-04-05 | 2019-09-23 | $25,010 | $24,976 | $34 | $34 |
| 4000 ISHARES MSCI EMERGING MKTS ETF | D | 2008-01-01 | 2019-11-07 | $176,037 | $87,292 | $88,745 | $88,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $88,779 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,431 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,204,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,022 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $691,282 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06079 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $618,526 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05188 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,012 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $629,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06038 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $647,035 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05478 | DistributionYr5Rt |
| Total Distribution | 0.282131 | TotalDistributionRt |
| Average Distribution | 0.056426 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,297,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,179 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,406 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $189,982 | 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 | $1,179 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,179 | SubtotalAmt |
| Tax Based On Investment Income | $1,179 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $43 | EsPenaltyAmt |
| Overpayment | $778 | OverpaymentAmt |
| Applied To ES Tax | $778 | 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 | CA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIR PATEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504280817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVENUE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|
| SAMIR A PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | Secretary | 0.00 | $0 |
| KSHIPRA S PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,258,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,317,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,317,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,297,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,179 | TotalTaxAmt |
| Distributable Before Adj | $63,709 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,709 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,709 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $189,982 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $189,982 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,179 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $188,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,709 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $12,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $189,982 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $126,273 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,598 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $138,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,325 | ExcessFromYear1Amt |
| Excess From Current Year | $126,273 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMIR A PATEL | ContributingManagerNm |
| Contributing Manager | KSHIPRA S PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY AREA VAISHNAVA YOUTH PARIVAR | |||||||
| 25 CORNING AVENUE | MILPITAS | CA | 95035 | None | N/A | Unrestricted | $2,100 |
| ASHA FOR EDUCATION | |||||||
| PO BOX 322 | NEW YORK | NY | 10040 | None | N/A | Unrestricted | $1,000 |
| HUMAN SERVICE FOUNDATION | |||||||
| 4681 SETTING SUN DRIVE | EL SOBRANTE | CA | 94803 | None | N/A | Unrestricted | $3,000 |
| MUNI SEVA CHARITABLE FOUNDATION | |||||||
| 2001 TREMONT DRIVE | DOVER | OH | 44622 | None | N/A | Unrestricted | $176,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $33,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$489 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,063 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,063 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SAMIR A PATEL | ||||||
| 1 | 1404 OAK AVENUE | LOS ALTOS | CA | 94024 | $88,280 | Yes (X) |
| KSHIPRA S PATEL | ||||||
| 2 | 1404 OAK AVENUE | LOS ALTOS | CA | 94024 | $88,280 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 ISHARES MSCI EMERGING MKTS ETF | $88,280 | 2019-11-07 |
| 2 | 2000 ISHARES MSCI EMERGING MKTS ETF | $88,280 | 2019-11-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,601 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,601 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,226,924 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,242,970 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEE | $75 | $75 |
| RENT FOR PUBLIC EVENT | $270 | $270 |
| SPECIAL EVENT EXPENSE | $1,926 | $1,926 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $4,465 | Amt |
| Net Investment Income | $4,465 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SAMIR A PATEL | |||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 |
| KSHIPRA S PATEL | |||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL INCOME TAX | $14,803 | |
| STATE FILING FEES | $10 | $10 |
Comments