PANTAS AND TING SUTARDJA FOUNDATION: Form 990PF, tax year 2019
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- Organization
- PANTAS AND TING SUTARDJA FOUNDATION (EIN 47-1609591)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-27
- IRS object ID
- 202002409349100415
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-27T18:04:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 471609591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PANTAS AND TING SUTARDJA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22451 PROSPECT ROAD | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TING CHUK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2020-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND L THORNSON | PreparerPersonNm |
| PTIN | P01254947 | PTIN |
| Phone | 4157642700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.103.166.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-27 | IPDt |
| IP Tm | 18:04:10 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D067B5923FD5018EF9EE06D25AE5BA73AD173072 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,726,799 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $106,438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106,438 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $549,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $549,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,028,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,005,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,028,317 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,760 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,701,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,693,933 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $103 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $52 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $51 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $121,147 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116,897 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,135 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,068 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,067 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $470 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $235 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $235 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $131,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,252 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,443,303 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,443,303 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,575,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,252 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,452,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$873,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,571,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,622,714 | CashBOYAmt |
| Cash EOY | $1,825,531 | CashEOYAmt |
| Cash EOYFMV | $1,825,531 | CashEOYFMVAmt |
| Other Investments BOY | $43,426,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,249,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,901,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,049,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,075,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,726,799 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $45,807 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | -$54,739 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $45,807 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$54,739 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,003,694 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $47,129,969 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,003,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,129,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,049,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,075,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,003,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$873,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,129,969 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,129,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (78462F103) | P | 2019-09-20 | 2019-10-01 | $1,277,905 | $1,298,182 | -$20,277 | -$20,277 |
| SPDR S&P 500 ETF TRUST (78462F103) | P | 2019-09-19 | 2019-10-01 | $1,656,707 | $1,695,892 | -$39,185 | -$39,185 |
| ISHARES NASDAQ BIOTECHNOLOGY ETF (XXX-XX-XXXX) | P | 2015-04-29 | 2019-11-19 | $2,202,150 | $2,210,246 | -$8,096 | -$8,096 |
| ISHARES NASDAQ BIOTECHNOLOGY ETF (XXX-XX-XXXX) | P | 2015-04-30 | 2019-11-19 | $5,716,335 | $5,720,627 | -$4,292 | -$4,292 |
| PROSHARES ULTRA NASDAQ BIOTECHNOLOGY ETF (74347R214) | P | 2015-09-29 | 2019-11-25 | $727,204 | $647,896 | $79,308 | $79,308 |
| PROSHARES ULTRA NASDAQ BIOTECHNOLOGY ETF (74347R214) | P | 2015-09-28 | 2019-11-25 | $1,251,316 | $1,137,157 | $114,159 | $114,159 |
| PROSHARES ULTRA NASDAQ BIOTECHNOLOGY ETF (74347R214) | P | 2015-09-28 | 2019-11-25 | $1,483,727 | $1,408,510 | $75,217 | $75,217 |
| PROSHARES ULTRA NASDAQ BIOTECHNOLOGY ETF (74347R214) | P | 2016-01-11 | 2019-11-25 | $1,780,472 | $1,593,660 | $186,812 | $186,812 |
| PROSHARES ULTRA NASDAQ BIOTECHNOLOGY ETF (74347R214) | P | 2015-09-25 | 2019-11-25 | $2,967,454 | $3,284,805 | -$317,351 | -$317,351 |
| WISDOM TREE JAPAN HEDGED EQUITY FUND (97717W851) | P | 2015-02-06 | 2019-11-29 | $856,243 | $799,952 | $56,291 | $56,291 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF (XXX-XX-XXXX) | P | 2015-02-06 | 2019-11-29 | $950,262 | $800,580 | $149,682 | $149,682 |
| MORGAN STANLEY FINANCE LLC LINKED TO EURO STOXX | P | 2017-05-02 | 2019-05-07 | $2,000,000 | $2,000,000 | $0 | $0 |
| BNP PARIBAS LINKED TO BASKET OF INDICES UPSIDE | P | 2017-05-15 | 2019-05-20 | $2,000,000 | $2,000,000 | $0 | $0 |
| GS FINANCE CORP. LINKED TO RUSSELL 2000 INDEX | P | 2017-06-09 | 2019-06-13 | $1,543,434 | $1,350,000 | $193,434 | $193,434 |
| SOCIETE GENERALE LINKED TO BASKET OF INDICES | P | 2017-06-15 | 2019-06-20 | $1,350,000 | $1,350,000 | $0 | $0 |
| JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX | P | 2017-09-14 | 2019-09-19 | $1,722,750 | $1,500,000 | $222,750 | $222,750 |
| JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES | P | 2017-09-14 | 2019-09-20 | $1,339,882 | $1,300,000 | $39,882 | $39,882 |
| BOFA FINANCE LLC LINKED TO BASKET OF INDICES | P | 2017-12-01 | 2019-12-05 | $1,460,223 | $1,400,000 | $60,223 | $60,223 |
| CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 | P | 2017-12-04 | 2019-12-09 | $1,719,760 | $1,480,000 | $239,760 | $239,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,028,317 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,403,661 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,548,529 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048511 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,143,599 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,586,616 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,200,347 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,929,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,020 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,133,871 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $49,066 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.120498 | TotalDistributionRt |
| Average Distribution | 0.024100 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,340,049 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,140,895 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,717 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,156,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,452,906 | 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 | $15,717 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,717 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,717 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,420 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,420 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,703 | OverpaymentAmt |
| Applied To ES Tax | $3,703 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TING CHUK | IndividualWithBooksNm |
| Phone | 4157642773 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22451 PROSPECT ROAD | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| PANTAS SUTARDJA | ||||||||
| 22451 PROSPECT ROAD | SARATOGA | CA | 95070 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TING CHUK | ||||||||
| 22451 PROSPECT ROAD | SARATOGA | CA | 95070 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,677,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,382,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,060,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,060,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $720,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,340,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,367,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,367,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,717 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,717 | TotalTaxAmt |
| Distributable Before Adj | $2,351,285 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,351,285 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,351,285 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,452,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,452,906 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,717 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,437,189 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,351,285 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,443,303 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,452,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,443,303 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,341,682 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE PANTAS AND TING SUTARDJA CHARITABLE FUND | ||||||
| 22451 PROSPECT ROAD | SARATOGA | CA | 95070 | DONOR ADVISED FUND | CONTRIBUTION TO THE PANTAS AND TING SUTARDJA CHARITABLE FUND FOR CHARITABLE PURPOSES. | $1,793,303 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | CONTRIBUTION TO LUCILE PACKARD FOUNDATION GENERAL FUND FOR HEALTHCARE PURPOSES. | $650,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,443,303 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,438 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549,418 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,028,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,701,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,701,433 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | EARNINGS FROM INVESTMENTS ARE USED TO SUPPORT THE GOALS OF THE FOUNDATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $44,133,479 | $46,520,241 |
| INVESTMENT IN VINTAGE VII | AT COST | $1,116,220 | $1,381,027 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $103 | LegalFeesAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON DIVIDEND DISTRIBUTION (GOLDMAN SACHS #7424) | $2,956 | $0 | $2,956 |
| NON DIVIDEND DISTRIBUTION (GOLDMAN SACHS #7432) | $4,544 | $0 | $4,544 |
| CAPITAL GAIN DISTRIBUTION (GOLDMAN SACHS #7424) | $9,760 | $9,760 | $9,760 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $8,500 | $4,250 | $4,250 |
| MANAGEMENT FEES | $112,647 | $112,647 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE TAXES | $25 | $13 | $12 |
| CA TAXES | $110 | $55 | $55 |
| FEDERAL TAXES | $10,000 | $5,000 | $5,000 |
Comments