K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-30
- IRS object ID
- 201941509349100209
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-30T10:52:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 461375396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K2N2 Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | K2N2 | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KOWSIK GURUSWAMY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191505000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62EBC869B94ED6159CBE194B33406A03BBED34C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | 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 | $528,825 | 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 | $29,887 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,128 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,097 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,864 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,864 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,594 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,594 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $362,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $374,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $521,231 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $366,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $381,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $528,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $366,613 | RetainedEarningBOYAmt |
| Retained Earning EOY | $381,667 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $381,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $381,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,054 | ExcessRevenueOverExpensesAmt |
| Subtotal | $381,667 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $381,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $42,899 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,771 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,128 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,128 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,128 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $523,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044486 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $465,303 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051994 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,565 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $494,772 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045607 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $486,074 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,764 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $386,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035577 | DistributionYr5Rt |
| Total Distribution | 0.19438 | TotalDistributionRt |
| Average Distribution | 0.038876 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $567,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,062 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $170 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,232 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,150 | 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 | $170 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $170 | SubtotalAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $170 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $170 | TotalPaymentsAndCreditsAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Kowsik Guruswamy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Siumui Lo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $569,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,137 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $576,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170 | TotalTaxAmt |
| Distributable Before Adj | $28,205 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,205 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,205 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $170 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,980 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,205 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,093 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $26,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,093 | AppliedToYear1Amt |
| Applied To Current Year | $1,057 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $27,148 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kowsik Guruswamy | ContributingManagerNm |
| Contributing Manager | Siumui Lo | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL ASSISTED HAPPINESS INC | |||||||
| 1030 E EL CAMINO REAL 279 | SUNNYVALE | CA | 94087 | N/A | PC | General & Unrestricted | $250 |
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA | |||||||
| 2400 MOORPARK AVE STE 300 | SAN JOSE | CA | 95128 | N/A | PC | General & Unrestricted | $200 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST | LOS ANGELES | CA | 90012 | N/A | PC | Wildfire Relief Fund | $250 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $5,250 |
| CHAC | |||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $100 |
| CHUNG TAI INTERNATIONAL CHAN BUDDHIST ASSOCIATION | |||||||
| 750 E ARQUES AVE | SUNNYVALE | CA | 94085 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | |||||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | N/A | PC | Make a Difference Challenge Fund | $600 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $575 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $200 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Adopt-A-Family | $1,200 |
| HOPES CORNER INC | |||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $300 |
| HUMANE SOCIETY SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | N/A | PC | General & Unrestricted | $350 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 |
| LIVING CLASSROOM | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $300 |
| MAGICAL BRIDGE FOUNDATION | |||||||
| 959 ADDISON AVE | PALO ALTO | CA | 94301 | N/A | PC | Mountain View Rengstorff Park Project | $400 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $125 |
| MOUNTAIN VIEW CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| 580 CASTRO ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $1,850 |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | |||||||
| PO BOX 391557 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $500 |
| MOUNTAIN VIEW HIGH SCHOOL BAND PARENTS ASSOCIATION | |||||||
| 1405 MCKENZIE AVE | LOS ALTOS | CA | 94024 | N/A | PC | General & Unrestricted | $200 |
| MOUNTAIN VIEW HIGH SCHOOL BAND PARENTS ASSOCIATION | |||||||
| 1405 MCKENZIE AVE | LOS ALTOS | CA | 94024 | N/A | PC | Wind Ensemble Hawaii Tour Program | $1,875 |
| MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 1146 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $2,000 |
| NATURE BRIDGE | |||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $125 |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN ST STE 260 | CHICO | CA | 95928 | N/A | PC | Camp Fire Evacuation Relief Fund | $1,000 |
| PANDAS INTERNATIONAL | |||||||
| PO BOX 620335 | LITTLETON | CO | 80162 | N/A | PC | General & Unrestricted | $100 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD | |||||||
| 3535 TRUMAN AVE | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $500 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD | |||||||
| 3535 TRUMAN AVE | MOUNTAIN VIEW | CA | 94040 | N/A | PC | Grad Night Scholarship fund | $300 |
| SANTA CLARA VALLEY AMERICAN RED CROSS | |||||||
| 2731 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | Disaster relief Fund | $500 |
| SAVE MOUNT DIABLO | |||||||
| 1901 OLYMPIC BLVD STE 320 | WALNUT CREEK | CA | 94596 | N/A | PC | General & Unrestricted | $375 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL STE 300 | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $300 |
| VENTURA COUNTY COMMUNITY FOUNDATION | |||||||
| 4001 MISSION OAKS BLVD STE A | CAMARILLO | CA | 93012 | N/A | PC | Community Disaster Relief Fund | $250 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF SILICON VALL | |||||||
| 375 S 3RD ST | SAN JOSE | CA | 95112 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,125 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,580 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Guruswamy Kowsik | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2557 Fairbrook Drive | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $29,887 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ACCENTURE PLC ACN, 15 sh. | $2,293 | 2018-12-19 |
| 1 | GALLAGHER ARTHUR J & CO AJG, 33 sh. | $2,436 | 2018-12-19 |
| 1 | BECTON DICKINSON & CO BDX, 10 sh. | $2,247 | 2018-12-19 |
| 1 | INVESCO S&P 500 LOW VOLATILITY ETF SPLV, 360 sh. | $17,100 | 2018-12-19 |
| 1 | LOCKHEED MARTIN CORP LMT, 7 sh. | $1,944 | 2018-12-19 |
| 1 | TEXAS INSTRUMENTS INC TXN, 23 sh. | $2,121 | 2018-12-19 |
| 1 | 3M CO MMM, 9 sh. | $1,746 | 2018-12-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (113 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $1,746 | $1,715 |
| ABB LTD | $3,282 | $3,612 |
| ABBOTT LABS | $1,692 | $3,110 |
| ACCENTURE PLC | $2,293 | $2,115 |
| ACTIVISION BLIZZARD INC | $3,657 | $2,794 |
| ALBEMARLE CP | $3,163 | $2,312 |
| ALIBABA GROUP HOLDING LTD | $4,066 | $6,854 |
| ALLERGAN PLC | $3,700 | $2,272 |
| ALPHABET INC CL A | $4,565 | $10,450 |
| AMAZON COM | $2,582 | $15,019 |
| AMGEN INC | $4,363 | $9,734 |
| ANADARKO PETROLEUM CORP | $2,250 | $1,315 |
| ANALOG DEVICES INC | $3,779 | $7,725 |
| APPLE INC | $5,215 | $11,041 |
| APPLIED MATERIALS INC | $1,400 | $3,601 |
| ARCHER DANIELS MDLND | $5,319 | $6,146 |
| BAIDU.COM - ADR | $3,409 | $3,172 |
| BANK OF AMERICA CORP | $3,488 | $7,638 |
| BAYER A G SPONSORED ADR | $4,194 | $2,460 |
| BECTON DICKINSON & CO | $2,247 | $2,253 |
| BIOGEN INC | $5,175 | $6,018 |
| BLACKROCK INC | $2,385 | $3,928 |
| BOEING CO | $4,780 | $11,287 |
| BROADCOM INC | $3,347 | $5,086 |
| CAPITAL ONE FINANCIAL CORP | $3,518 | $4,535 |
| CATERPILLAR INC | $2,625 | $3,812 |
| CELGENE CORP | $2,377 | $3,845 |
| CHENIERE ENERGY INC | $3,392 | $3,551 |
| CHEVRON CORP | $5,447 | $5,440 |
| CHUBB LIMITED | $3,281 | $3,875 |
| CISCO SYSTEMS INC | $3,157 | $6,500 |
| CITIGROUP INC | $4,118 | $5,206 |
| CNOOC LTD ADS | $2,158 | $1,525 |
| CONOCOPHILLIPS | $2,926 | $3,118 |
| CONTINENTAL RESOURCES INC | $2,807 | $2,010 |
| COSTCO WHOLESALE CORPORATION | $2,981 | $6,111 |
| CSX CORP | $1,788 | $5,592 |
| CTRIP.COM INTERNATIONAL LTD | $2,332 | $2,706 |
| DEERE CO | $2,782 | $4,475 |
| DELL TECHNOLOGIES INC CLASS C | $3,404 | $6,180 |
| DIAGEO PLC ADS | $3,507 | $4,254 |
| DOWDUPONT INC | $3,055 | $4,813 |
| EAST WEST BANCORP, INC | $3,477 | $3,482 |
| EOG RESOURCES INC | $3,700 | $3,488 |
| EXPEDITORS INTL WASH INC | $3,428 | $4,766 |
| EXXON MOBIL CORP | $2,612 | $2,046 |
| FACEBOOK INC | $3,758 | $3,277 |
| FIRST REPUBLIC BANK | $3,502 | $5,214 |
| GALLAGHER ARTHUR J & CO | $2,436 | $2,432 |
| GARRETT MOTION INC | $34 | $62 |
| GILEAD SCIENCES INC | $4,850 | $4,066 |
| GOLDMAN SACHS GROUP | $2,180 | $2,506 |
| HALLIBURTON COMPANY | $3,455 | $2,658 |
| HOME DEPOT INC | $3,146 | $6,873 |
| HONEYWELL INTL | $1,527 | $3,303 |
| ILLINOIS TOOL WORKS | $2,443 | $5,068 |
| INTEL CORP | $2,974 | $6,570 |
| INTERCONTINENTAL EXCHANGE, INC | $3,599 | $6,026 |
| INTERNATIONAL BUSINESS MACHINE | $4,823 | $2,842 |
| INTUIT | $2,254 | $7,874 |
| INVESCO S&P 500 LOW VOLATILITY | $17,101 | $16,793 |
| JD.COM, INC | $3,564 | $2,512 |
| JOHNSON & JOHNSON | $3,754 | $4,517 |
| JP MORGAN CHASE | $2,806 | $5,857 |
| KANSAS CITY SOUTHERN | $7,010 | $6,682 |
| LABORATORY CORP AMER HLDGS | $3,445 | $4,423 |
| LINDE PLC COM | $3,309 | $3,121 |
| LOCKHEED MARTIN CORP | $1,944 | $1,833 |
| LOWES COMPANIES INC | $2,108 | $5,542 |
| LVMH MOET HENN UNSP | $2,871 | $4,677 |
| MARATHON OIL CORP COM | $2,463 | $1,147 |
| MARTIN MARIETTA MATLS INC | $3,622 | $2,750 |
| MASTERCARD INC | $4,881 | $11,318 |
| MEDTRONIC PLC | $5,387 | $6,367 |
| MICROSOFT CORP | $2,713 | $10,157 |
| NASDAQ OMX GROUP | $2,599 | $6,526 |
| NETEASE.COM INC COM STK | $3,816 | $3,060 |
| NICE SYSTEMS LTD | $3,368 | $3,246 |
| NORFOLK SOUTHERN CORP | $1,554 | $3,739 |
| NVIDIA CORP | $4,230 | $2,136 |
| ORACLE CORP | $5,365 | $7,224 |
| OWENS CORNING | $3,058 | $2,199 |
| PARKER HANNIFIN CP | $3,074 | $3,729 |
| PAYPAL HOLDINGS, INC | $1,835 | $5,045 |
| PROCTER GAMBLE CO | $3,242 | $3,677 |
| QORVO INC | $3,845 | $3,037 |
| QUANTA SVCS INC | $3,334 | $2,709 |
| RAYTHEON CO | $1,750 | $4,601 |
| RESIDEO TECHNOLOGIESINC COM | $88 | $164 |
| RESMED INC | $3,528 | $6,832 |
| ROCHE HOLDING LTD ADR | $3,799 | $3,730 |
| ROCKWELL AUTOMATION INC | $4,232 | $3,762 |
| SALESFORCE.COM | $2,109 | $6,849 |
| SAP AKTIENGESELL ADS | $3,193 | $3,982 |
| SASOL LTD | $2,945 | $2,050 |
| SCHLUMBERGER LTD | $3,471 | $1,804 |
| STARBUCKS CORP COM | $3,470 | $3,864 |
| STRYKER CORPORATION | $3,755 | $6,270 |
| SVB FINANCIAL GROUP | $3,536 | $3,798 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $4,568 | $9,966 |
| TEXAS INSTRUMENTS INC | $2,121 | $2,174 |
| THERMO FISHER SCIENTIFIC INC | $1,599 | $5,595 |
| UNION PACIFIC | $1,878 | $4,147 |
| UNITED TECHNOLOGIES CORP | $2,720 | $3,194 |
| V F CORP | $2,842 | $4,280 |
| VALERO ENERGY CORP | $3,968 | $4,498 |
| WALT DISNEY HOLDINGS CO | $4,413 | $6,579 |
| WEIBO CORPORATION | $3,480 | $4,090 |
| WELLS FARGO & CO | $2,773 | $3,686 |
| WHIRLPOOL CORP | $3,790 | $2,137 |
| WYNDHAM DESTINATIONS INC | $1,371 | $1,434 |
| WYNDHAM HOTELS & RESORTS INC C | $1,729 | $1,815 |
| ZIMMER BIOMET HOLDINGS | $2,697 | $4,149 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,000 | $5,000 | |
| Bank Charges | $36 | $36 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,864 | Amt |
| Net Investment Income | $6,864 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2017 | $177 | |
| Foreign Tax Paid | $186 | $186 |
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