RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RANAE DESANTIS FOUNDATION (EIN 20-7114699)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-12-15
- IRS object ID
- 202033509349100808
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-15T16:19:46-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770356600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOMI TAKAICHI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 S BASCOM AVE SUITE 225 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207114699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANAE DESANTIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANA | BusinessNameControlTxt |
| Phone | 8582631647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8582631647 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK R TANAKA | PreparerPersonNm |
| PTIN | P01410078 | PTIN |
| Phone | 4083699600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.247.116.73 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 13:07:28 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B88D6EAB8D362AFF730C421C89BF482E6E6B68FA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7BA537C03529B0AD304BEEA947A078008DEFD8FE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,733,053 | 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 | $463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,165,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,605 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $219,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,693 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,635 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,817 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,714 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,111 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,238 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $625,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$405,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279,486 | CashBOYAmt |
| Cash EOY | $250,741 | CashEOYAmt |
| Cash EOYFMV | $250,741 | CashEOYFMVAmt |
| Acct Rcvbl | $130 | AcctRcvblAmt |
| Acct Rcvbl BOY | $25,242 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $130 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $130 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $8,132,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,781,016 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,482,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,437,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,031,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,733,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,437,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,031,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,437,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,031,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,437,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,031,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,437,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$405,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,031,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,031,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS-STATEMENT ATTACHED | P | $3,153,450 | $3,141,179 | $12,271 | $12,271 |
| ADJUST TO NET GAIN REPORTED BY UBS | P | $63 | -$63 | -$63 | |
| CAPITAL GAINS DIVIDENDS | P | $12,397 | $12,397 | $12,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,774,785 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047230 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $594,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,002,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059393 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $319,241 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,279,036 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $291,120 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,394,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $300,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,684,474 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034593 | DistributionYr5Rt |
| Total Distribution | 0.210300 | TotalDistributionRt |
| Average Distribution | 0.042060 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,866,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $414,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $416,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $532,238 | 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 | $1,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,314 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,314 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,759 | OverpaymentAmt |
| Applied To ES Tax | $4,759 | 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 | TIM WINTER STEWARD FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 8582631647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEWARD FAMILY OFFICE | |||||
| 228 N BROADWAY | ESCONDIDO | CA | 92025 | MANAGEMENT | $25,945 |
| NOMI TAKAICHI LLP | |||||
| 2105 S BASCOM AVENUE SUITE 225 | CAMPBELL | CA | 95008 | ACCOUNTING | $9,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,683,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,017,005 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,017,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,866,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $493,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $493,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,555 | TotalTaxAmt |
| Distributable Before Adj | $491,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $491,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $491,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $532,238 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $530,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $491,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $464,465 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $464,465 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,773 | 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 | $424,010 | 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) |
|---|---|---|
| Contributing Manager | ANN RANAE DESANTIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL ABOUT EQUINE ANIMAL RESCUE INC | ||||||||
| 2201 FRANCISCO DRIVE 140-174 | EL DORADO HILLS | CA | 95762 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| ACTERRA | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| BIONEERS | ||||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CA STATE PARKS FOUNDATION | ||||||||
| 33 NEW MONTGOMERY STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| CANCER CAREPOINT | ||||||||
| 2505 SAMARITAN DRIVE BUILDING 400 | SAN JOSE | CA | 95124 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | SUITE 402 |
| CARINGBRIDGE | ||||||||
| PO BOX 6032 | ALBERT LEA | MN | 56007 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| CHARITY NAVIGATOR | ||||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,000 | |
| CHILDRENS HEALTH COUNCIL | ||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| COMMERCIAL FREE CHILDHOOD | ||||||||
| 89 SOUTH STREET SUITE 403 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| COMMERCIAL FREE CHILDHOOD | ||||||||
| 89 SOUTH STREET SUITE 403 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| COMMONWEALTH CLUB | ||||||||
| 555 POST STREET | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| DEMOCRACY NOW | ||||||||
| PO BOX 1838 | NEW YORK | NY | 10113 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||
| 1020 19TH STREET NW SUITE 650 | WASHINGTON | DC | 200366101 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,200 | |
| EQUINE ASSISTANCE PROJECT INC | ||||||||
| 178 YOSEMITE ROAD | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | GENERAL FUND | $750 | |
| GRADES OF GREEN | ||||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 | |
| GREEN AMERICA | ||||||||
| 1612 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| GREEN FOOTHILLS FOUNDATION | ||||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| HOUSE RABBIT SOCIETY | ||||||||
| 148 BROADWAY | RICHMOND | CA | 94804 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,020 | |
| KQED PUBLIC MEDIA | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| LOS GATOS EDUCATION FOUNDATION | ||||||||
| 17010 ROBERTS ROAD | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| LOS GATOS HIGH SCHOOL MILLENIUM FOUNDATION | ||||||||
| 20 HIGH SCHOOL COURT | LOS GATOS | CA | 95030 | NONE | PUBLIC CHARITY | GENERAL FUND | $32,080 | |
| LOS GATOS MUSEUM ASSOCIATION | ||||||||
| PO BOX 1904 | LOS GATOS | CA | 95031 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| MALALA FUND | ||||||||
| PO BOX 53347 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,844 | |
| MARTIS CAMP COMMUNITY FOUNDATION | ||||||||
| 12000 LODGETRAIL DRIVE | TRUCKEE | CA | 96161 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| MONTALVO ARTS CENTER | ||||||||
| 15400 MONTALVO ROAD | SARATOGA | CA | 950710158 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 11625 RAINWATER DRIVE SUITE 500 | AIPHARETTA | GA | 30009 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 | |
| NUEVA SCHOOL | ||||||||
| 6565 CA-35 | HILLSBOROUGH | CA | 94010 | NONE | SCHOOL | GENERAL FUND | $20,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| PESTICIDE ACTION NETWORK | ||||||||
| 2029 UNIVERSITY AVE SUITE 200 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| PIVOTAL CONNECTIONS | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| POPULATION CONNECTION | ||||||||
| 2120 L STREET NORTHWEST 500 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| THE RAINFOREST ALLIANCE | ||||||||
| 233 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,844 | |
| REPRESENTATION PROJECT | ||||||||
| PO BOX 1750 | ROSS | CA | 94957 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| EAST BAY RABBIT RESCUE | ||||||||
| 6960 AMADOR PLAZA ROAD | DUBLIN | CA | 94568 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| SAN JOSE ANIMAL CARE CENTER | ||||||||
| 2750 MONTEREY HWY | SAN JOSE | CA | 95111 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| SIERRA CLUB | ||||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| SILICON VALLEY SOCIAL VENTURES | ||||||||
| PO BOX 1792 | LOS ALTOS | CA | 94023 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| STORY OF STUFF PROJECT | ||||||||
| 1442 A WALNUT STREET 272 | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| SUSTAINABLE SILICON VALLEY | ||||||||
| 155 SAN LAZARO | SUNNYVALE | CA | 94086 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| YOUTH SCIENCE INSTITUTE | ||||||||
| 296 GARDEN HILL DRIVE | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $532,238 | 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 | $463 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $219,693 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,693 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER |
| 4 | THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE |
| 8 | FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,635 | Amt |
| Net Investment Income | $9,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS TO TREAT $89,608 OF QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM UNDISTRIBUTED INCOME FOR THE 2015 TAX YEAR. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,781,016 | BookValueAmt |
| EOYFMV | $9,482,182 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $50,901 | $50,901 | $0 | $0 |
| MISCELLANEOUS FEES | $813 | $813 | $0 | $0 |
| MANAGEMENT FEES | $25,945 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $2,817 | $2,817 | $0 | $0 |
| FEDERAL TAX | $3,000 | $0 | $0 | $0 |
Comments