PATEL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PATEL FAMILY FOUNDATION (EIN 20-4933895)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349102790
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T12:26:34-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-15 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,315,981 | 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 | $585,501 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $283,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,491,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $733,415 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $256 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $256 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $886,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $751,342 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,718 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,718 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,747 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,747 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,152 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $857 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,516 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $809,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $739,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,433 | CashBOYAmt |
| Cash EOY | $54,679 | CashEOYAmt |
| Cash EOYFMV | $54,679 | CashEOYFMVAmt |
| US Government Obligations EOY | $1,251,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,259,370 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $482,078 | CorporateStockBOYAmt |
| Other Assets EOY | $1,933 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,932 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $499,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,308,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,315,981 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $499,511 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,308,511 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $499,511 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $499,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,308,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $499,511 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $809,000 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,308,511 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,308,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY ST GAIN/LOSS - ATTACHED | 2018-01-01 | 2018-12-31 | $91,461 | $95,019 | -$3,558 | -$3,558 |
| MORGAN STANLEY ST GAIN/LOSS - ATTACHED | 2018-04-05 | 2018-11-15 | $49,612 | $49,992 | -$380 | -$380 |
| MORGAN STANLEY LT GAIN/LOSS - ATTACHED | 2011-01-01 | 2018-12-31 | $864,461 | $476,349 | $388,112 | $388,112 |
| MORGAN STANLEY LT GAIN/LOSS - ATTACHED | 2011-01-01 | 2018-12-31 | $486,242 | $137,124 | $349,118 | $349,118 |
| Capital Gain Dividends | $123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $733,415 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $691,282 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06079 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,086 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $618,526 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,012 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $629,538 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,444 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $647,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05478 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $654,532 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05584 | DistributionYr5Rt |
| Total Distribution | 0.283665 | TotalDistributionRt |
| Average Distribution | 0.056733 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,204,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,354 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,396 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,431 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,791 | SubtotalAmt |
| Tax Based On Investment Income | $14,791 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $14,803 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $1,149,221 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,223,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,223,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,204,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,791 | TotalTaxAmt |
| Distributable Before Adj | $45,451 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,451 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,451 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,431 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,431 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $65,431 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,451 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,655 | UndistributedIncomePYAmt |
| Qualifying Distributions | $65,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,655 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,451 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,325 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,325 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,325 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IIT BOMBAY HERITAGE FUND | |||||||
| 21710 STEVENS CREEK BLVD SUITE 115 | CUPERTINO | CA | 95014 | None | N/A | Unrestricted | $5,000 |
| PRATHAM | |||||||
| 5890 POINT WEST DRIVE | HOUSTON | TX | 77036 | None | N/A | Unrestricted | $5,000 |
| 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 | $16,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | None | N/A | Unrestricted | $10,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | None | N/A | Unrestricted | $5,000 |
| SILICON VALLEY FACES | |||||||
| 777 N FIRST STREET SUITE 220 | SAN JOSE | CA | 95112 | None | N/A | Unrestricted | $2,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | N/A | Unrestricted | $1,500 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE NW STE 700 | WASHINGTON | DC | 20036 | None | N/A | Unrestricted | $1,000 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN ROAD | MOUNTAIN VIEW | CA | 94043 | NONE | N/A | Unrestricted | $2,000 |
| WORLD WIDELIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | Unrestricted | $250 |
| SECOND HARVEST FOOD | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | None | N/A | Unrestricted | $2,000 |
| INDIANS FOR COLLECTIVE ACTION | |||||||
| 3838 MUMFORD PL | PALO ALTO | CA | 94306 | None | N/A | Unrestricted | $5,000 |
| BOYS GIRLS CLUB | |||||||
| 753 WEST LOWELL AVENUE | TRACY | CA | 95376 | None | N/A | Unrestricted | $1,000 |
| ASANTE AFRICA FOUNDATION | |||||||
| 1334 CARLTON PLACE | LIVERMORE | CA | 94550 | None | N/A | Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,493 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $14,178 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $283,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $301,015 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $301,015 | 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 | $292,751 | Yes (X) |
| KSHIPRA S PATEL | ||||||
| 2 | 1404 OAK AVENUE | LOS ALTOS | CA | 94024 | $292,750 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 37.5 SH GOOG, 200 SH AAPL200 SH BRK-B, 550 SH CCL250 SH FB, 300 SH RACE400 SH MSFT, 700 SH WFC | $292,751 | 2018-03-28 |
| 2 | 37.5 SH GOOG, 200 SH AAPL200 SH BRK-B, 550 SH CCL250 SH FB, 300 SH RACE400 SH MSFT, 700 SH WFC | $292,750 | 2018-03-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,718 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,718 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,251,899 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,259,370 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTEREST RECEIVABLE | $1,432 | $1,432 |
| ROUNDING | $1 | |
| SECURITY DEPOSIT | $500 | $500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $45 | $45 | |
| INVESTMENT EXPENSES | $43 | $43 | |
| RENT FOR PUBLIC EVENT | $216 | $216 | |
| SPECIAL EVENT EXPENSE | $1,345 | $1,345 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $256 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $256 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $11,747 | Amt |
| Net Investment Income | $11,747 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL INCOME TAX | $295 | |
| FOREIGN TAX | $847 | $847 |
| STATE FILING FEES | $10 | $10 |
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