2019-05-15T12:26:34-07:00 2018-12-31 942425083 Little & Company CPAS 1294 Kifer Rd Ste 708 Sunnyvale CA 940865314 990PF 2018-01-01 204933895 THE PATEL FAMILY FOUNDATION PATE 6504280817 1404 OAK AVE LOS ALTOS CA 94024 SAMIR PATEL Secretary 2019-05-15 true CHARLES COSSMON P00042018 4082453921 2018 2019-02-21 02:37:17Z X 1315981 X 585501 3493 3493 14178 14178 283088 1491899 733415 256 256 886516 751342 2718 2718 11747 11747 1152 857 1649 43 1606 17266 11790 5181 60250 60250 77516 11790 65431 809000 739552 17433 54679 54679 1251899 1259370 482078 1933 1932 499511 1308511 1315981 0 X 499511 1308511 499511 1308511 499511 1308511 499511 809000 1308511 1308511 MORGAN STANLEY ST GAIN/LOSS - ATTACHED 2018-01-01 2018-12-31 91461 95019 -3558 -3558 MORGAN STANLEY ST GAIN/LOSS - ATTACHED 2018-04-05 2018-11-15 49612 49992 -380 -380 MORGAN STANLEY LT GAIN/LOSS - ATTACHED 2011-01-01 2018-12-31 864461 476349 388112 388112 MORGAN STANLEY LT GAIN/LOSS - ATTACHED 2011-01-01 2018-12-31 486242 137124 349118 349118 Capital Gain Dividends 123 733415 false 42022 691282 0.06079 32086 618526 0.05188 38012 629538 0.06038 35444 647035 0.05478 36550 654532 0.05584 0.283665 0.056733 1204830 68354 7396 75750 65431 14791 14791 14791 X 12 14803 false false false false false false false false true true CA true false true false false true N/A SAMIR PATEL 6504280817 1404 OAK AVENUE LOS ALTOS CA 94024 false false false false false false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 1149221 73957 0 1223178 0 1223178 18348 1204830 60242 60242 14791 14791 45451 45451 45451 65431 65431 65431 45451 7655 65431 7655 0 45451 12325 12325 0 12325 12325 SAMIR A PATEL KSHIPRA S PATEL X IIT BOMBAY HERITAGE FUND 21710 STEVENS CREEK BLVD SUITE 115 CUPERTINO CA 95014 None N/A Unrestricted 5000 PRATHAM 5890 POINT WEST DRIVE HOUSTON TX 77036 None N/A Unrestricted 5000 HUMAN SERVICE FOUNDATION 4681 SETTING SUN DRIVE EL SOBRANTE CA 94803 None N/A Unrestricted 3000 MUNI SEVA CHARITABLE FOUNDATION 2001 TREMONT DRIVE DOVER OH 44622 None N/A Unrestricted 16000 DIRECT RELIEF INTERNATIONAL 27 S LA PATERA LANE SANTA BARBARA CA 93117 None N/A Unrestricted 10000 UC BERKELEY FOUNDATION 2080 ADDISON STREET 4200 BERKELEY CA 94720 None N/A Unrestricted 5000 SILICON VALLEY FACES 777 N FIRST STREET SUITE 220 SAN JOSE CA 95112 None N/A Unrestricted 2000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 None N/A Unrestricted 1500 NETWORK FOR GOOD 1140 CONNECTICUT AVENUE NW STE 700 WASHINGTON DC 20036 None N/A Unrestricted 1000 COMMUNITY SERVICES AGENCY 204 STIERLIN ROAD MOUNTAIN VIEW CA 94043 NONE N/A Unrestricted 2000 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 2000 INDIANS FOR COLLECTIVE ACTION 3838 MUMFORD PL PALO ALTO CA 94306 None N/A Unrestricted 5000 BOYS GIRLS CLUB 753 WEST LOWELL AVENUE TRACY CA 95376 None N/A Unrestricted 1000 ASANTE AFRICA FOUNDATION 1334 CARLTON PLACE LIVERMORE CA 94550 None N/A Unrestricted 1500 60250 1 3493 1 14178 1 256 1 283088 301015 301015 false false false false false false false false false false X X 1 SAMIR A PATEL 1404 OAK AVENUE LOS ALTOS CA 94024 292751 X 2 KSHIPRA S PATEL 1404 OAK AVENUE LOS ALTOS CA 94024 292750 X 1 37.5 SH GOOG, 200 SH AAPL200 SH BRK-B, 550 SH CCL250 SH FB, 300 SH RACE400 SH MSFT, 700 SH WFC 292751 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 292750 2018-03-28 ACCOUNTING 2718 0 0 2718 1251899 1259370 INTEREST RECEIVABLE 1432 1432 ROUNDING 1 SECURITY DEPOSIT 500 500 FILING FEE 45 45 INVESTMENT EXPENSES 43 43 RENT FOR PUBLIC EVENT 216 216 SPECIAL EVENT EXPENSE 1345 1345 Other Investment Income 256 256 ADVISORY FEE 11747 11747 0 0 SAMIR A PATEL 1404 OAK AVE LOS ALTOS CA 94024 KSHIPRA S PATEL 1404 OAK AVE LOS ALTOS CA 94024 FEDERAL INCOME TAX 295 FOREIGN TAX 847 847 STATE FILING FEES 10 10