PANTAS AND TING SUTARDJA FOUNDATION: Form 990PF, tax year 2018
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- Organization
- PANTAS AND TING SUTARDJA FOUNDATION (EIN 47-1609591)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-12
- IRS object ID
- 201931939349100008
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-12T10:52:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 100 FIRST STREET STE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 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 | 18690 BLYTHSWOOD DR | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TING CHUK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2019-07-11 | 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 | 108.60.140.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-11 | IPDt |
| IP Tm | 20:27:26 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0EB4CE1ACD44DB279B6C2D9A8476B20948576B96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D794220C68C161820A811785299AFD302F4C684 | AtSubmissionFilingDeviceId |
| 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 | $43,566,170 | 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 | $121,898 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121,898 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $334,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $334,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $298,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,185,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $298,585 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $757,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $754,488 | 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 |
| Other Prof Fees Rev And Expnss | $151,512 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,174 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $205 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $102 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $102 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $169,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,276 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,381,232 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,381,232 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,579,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $169,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,409,508 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,821,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $584,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,041,851 | CashBOYAmt |
| Cash EOY | $4,622,714 | CashEOYAmt |
| Cash EOYFMV | $4,622,714 | CashEOYFMVAmt |
| Other Investments BOY | $47,518,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,426,787 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,943,456 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $49,560,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,049,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,566,170 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $34,585 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $45,807 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $34,585 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,807 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $49,526,016 | UnrestrictedBOYAmt |
| Unrestricted EOY | $48,003,694 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,526,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,003,694 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,560,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,049,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,526,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,821,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $299,445 | OtherIncreasesAmt |
| Subtotal | $48,003,694 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,003,694 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CALL/IBB @ 108.33 EXP 01/05/2018 (AGNSWX) | P | 2017-11-28 | 2018-01-05 | $25,116 | -$25,116 | -$25,116 | |
| CALL/IBB @ 110 EXP 01/12/2018 (AGNSY1) | P | 2017-12-07 | 2018-01-12 | $39,560 | -$39,560 | -$39,560 | |
| CALL/IBB @ 110 EXP 01/19/2018 (AGNSXU) | P | 2017-12-12 | 2018-01-19 | $24,805 | -$24,805 | -$24,805 | |
| CALL/IBB @ 115 EXP 02/09/2018 (AGX5VQ) | P | 2018-01-05 | 2018-02-09 | $15,210 | $15,210 | $15,210 | |
| CALL/IBB @ 117 EXP 02/16/2018 (AGMZKV) | P | 2018-01-12 | 2018-02-16 | $16,790 | $16,790 | $16,790 | |
| CALL/IBB @ 115 EXP 02/23/2018 (AGPFW0) | P | 2018-01-19 | 2018-02-23 | $26,675 | $26,675 | $26,675 | |
| ISHARES NASDAQ BIOTECHNOLOGY ETF (XXX-XX-XXXX) | P | 2015-04-01 | 2018-01-26 | $2,644,082 | -$31,532 | -$31,532 | $2,612,550 |
| ISHARES NASDAQ BIOTECHNOLOGY ETF (XXX-XX-XXXX) | P | 2015-04-29 | 2018-02-02 | $1,229,432 | -$13,704 | -$13,704 | $1,215,728 |
| ISHARES NASDAQ BIOTECHNOLOGY ETF (XXX-XX-XXXX) | P | 2015-04-01 | 2018-02-02 | $1,423,736 | -$5,387 | -$5,387 | $1,418,349 |
| BARCLAYS BANK PLC LINKED TO BASKET OF INDICES | P | 2015-12-01 | 2018-03-06 | $1,250,000 | $90,139 | $90,139 | $1,340,139 |
| CREDIT SUISSE AG LINKED TO S&P 500 INDEX UPSIDE | P | 2015-12-01 | 2018-03-06 | $1,250,000 | $289,875 | $289,875 | $1,539,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $298,585 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,143,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,586,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,200,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,929,621 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,020 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,133,871 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000544 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,066 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.071987 | TotalDistributionRt |
| Average Distribution | 0.017997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,548,529 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $891,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,847 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $897,572 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,409,508 | 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 | $5,847 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,847 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,847 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,267 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,267 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,420 | OverpaymentAmt |
| Applied To ES Tax | $9,420 | 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 | 18690 BLYTHSWOOD DR | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | 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 | ||||||||
| 18690 BLYTHSWOOD DR | LOS GATOS | CA | 95030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TING CHUK | ||||||||
| 18690 BLYTHSWOOD DR | LOS GATOS | CA | 95030 | 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 | $43,846,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,456,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,303,075 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,303,075 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $754,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,548,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,477,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,477,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,847 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,847 | TotalTaxAmt |
| Distributable Before Adj | $2,471,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,471,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,471,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,409,508 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,409,508 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,847 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,403,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,471,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,381,232 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,409,508 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,381,232 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,276 | 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 | $2,443,303 | 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 | ||||||
| 18690 BLYTHSWOOD DRIVE | LOS GATOS | CA | 95030 | DONOR ADVISED FUND | CONTRIBUTION TO THE PANTAS AND TING SUTARDJA CHARITABLE FUND FOR CHARITABLE PURPOSES. | $1,631,232 |
| UC BERKELEY | ||||||
| PO BOX 774 | BERKELEY | CA | 94701 | PUBLIC CHARITY | CONTRIBUTION TO UC BERKELEY GENERAL FUND FOR EDUCATION PURPOSES. | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,381,232 | 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 | $121,898 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $334,005 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $298,585 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $757,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $757,528 | 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 | $42,415,461 | $37,738,476 |
| INVESTMENT IN VINTAGE VII | AT COST | $1,011,326 | $1,204,980 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $3,040 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,040 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREVIOUSLY RECOGNIZED INCOME | Desc |
| Amt | $299,445 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $10,000 | $5,000 | $5,000 |
| MANAGEMENT FEES | $141,512 | $141,512 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE TAXES | $25 | $13 | $13 |
| CA TAXES | $185 | $93 | $93 |
| FEDERAL TAXES | $46,136 | $23,068 | $23,068 |
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