PANTAS AND TING SUTARDJA FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PANTAS AND TING SUTARDJA FOUNDATION (EIN 47-1609591)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-15
- IRS object ID
- 201822279349100807
- Schema version
- 2017v2.3
- 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 Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-15T12:47:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,784,708 | 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 | $41,955 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,955 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $323,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $323,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $871,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,060,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,135,530 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,071 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,239,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,501,010 | 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 | $131,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,605 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $80 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $72 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $36 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,366 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,182,966 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,182,966 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,315,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,187,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,075,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,373,289 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,311,719 | CashBOYAmt |
| Cash EOY | $2,041,851 | CashEOYAmt |
| Cash EOYFMV | $2,041,851 | CashEOYFMVAmt |
| Other Investments BOY | $41,990,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,518,750 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,742,857 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $35,763 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,337,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,560,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,784,708 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $34,585 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,585 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $47,337,988 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,526,016 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,337,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,526,016 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,337,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,560,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,337,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,075,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,263,983 | OtherIncreasesAmt |
| Subtotal | $49,526,016 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,526,016 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 7,700 MARVELL TECHNOLOGY GROUP LTD | 1995-01-01 | 2017-02-23 | $125,026 | $1 | $125,025 | $125,025 |
| 135,522 MARVELL TECHNOLOGY GROUP LTD | 1995-01-01 | 2017-02-27 | $2,166,529 | $11 | $2,166,518 | $2,166,518 |
| 8,500 MARVELL TECHNOLOGY GROUP LTD | 1995-01-01 | 2017-02-28 | $136,242 | $1 | $136,241 | $136,241 |
| 24,000 MARVELL TECHNOLOGY GROUP LTD | 1995-01-01 | 2017-03-02 | $383,512 | $2 | $383,510 | $383,510 |
| 24,278 MARVELL TECHNOLOGY GROUP LTD | 1995-01-01 | 2017-03-03 | $391,268 | $2 | $391,266 | $391,266 |
| JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUF | 2015-12-01 | 2017-06-06 | $1,389,493 | $1,250,000 | $139,493 | $139,493 |
| WELLS FARGO & COMPANY LINKED TO S&P 500 INDEX UPSIDE LEVERED CAPPED W BUFFER | 2015-12-01 | 2017-06-06 | $1,408,750 | $1,250,000 | $158,750 | $158,750 |
| BNP PARIBAS LINKED TO S&P 500 INDEX UPSIDE LEVERED CAPPED W BUFFER STRUCTURE | 2015-12-01 | 2017-09-07 | $1,446,875 | $1,250,000 | $196,875 | $196,875 |
| UBS AG LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER STRUCTURED | 2015-12-01 | 2017-09-07 | $1,330,027 | $1,250,000 | $80,027 | $80,027 |
| CREDIT SUISSE AG LINKED TO S&P 500 INDEX UPSIDE LEVERED CAPPED W BUFFER STRU | 2015-12-01 | 2017-12-06 | $1,494,688 | $1,250,000 | $244,688 | $244,688 |
| UBS AG LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER STRUCTURED | 2015-12-01 | 2017-12-06 | $1,398,836 | $1,250,000 | $148,836 | $148,836 |
| CALL/IBB @ 310 EXP 06/16/2017 (5RY0L0 | 2017-05-08 | 2017-06-14 | $6,240 | $390 | $5,850 | $5,850 |
| CALL/IBB @ 310 EXP 06/23/2017 (ACPS8R) | 2017-05-16 | 2017-06-22 | $80,996 | -$80,996 | -$80,996 | |
| CALL/IBB @ 305 EXP 06/30/2017 (AD0IHZ) | 2017-05-23 | 2017-06-30 | $29,649 | -$29,649 | -$29,649 | |
| CALL/IBB @ 300 EXP 07/07/2017 (ADOYCV) | 2017-05-31 | 2017-07-05 | $106,756 | -$106,756 | -$106,756 | |
| CALL/IBB @ 307.5 EXP 07/14/2017 (AD9WS0) | 2017-06-06 | 2017-07-14 | $59,577 | -$59,577 | -$59,577 | |
| CALL/IBB @ 310 EXP 07/21/2017 (AD47RP) | 2017-06-14 | 2017-07-19 | $64,584 | -$64,584 | -$64,584 | |
| CALL/IBB @ 330 EXP 07/28/2017 (ADCPMU) | 2017-06-22 | 2017-07-28 | $40,233 | $468 | $39,765 | $39,765 |
| CALL/IBB @ 320 EXP 08/04/2017 (ADRJKE) | 2017-06-30 | 2017-08-04 | $31,043 | $468 | $30,575 | $30,575 |
| CALL/IBB @ 325 EXP 08/11/2017 (ADT9SK) | 2017-07-05 | 2017-08-10 | $35,239 | $156 | $35,083 | $35,083 |
| CALL/IBB @ 330 EXP 08/18/2017 (ADPTN6) | 2017-07-14 | 2017-08-15 | $24,547 | $228 | $24,319 | $24,319 |
| CALL/IBB @ 327.5 EXP 08/25/2017 (AEAO5B) | 2017-07-19 | 2017-08-25 | $36,503 | $282 | $36,221 | $36,221 |
| CALL/IBB @ 335 EXP 09/01/2017 (AE2KPK) | 2017-07-28 | 2017-08-30 | $20,709 | $858 | $19,851 | $19,851 |
| CALL/IBB @ 330 EXP 09/08/2017 (AEDKRH) | 2017-08-04 | 2017-09-08 | $15,912 | -$15,912 | -$15,912 | |
| CALL/IBB @ 330 EXP 09/15/2017 (0IARH3) | 2017-08-10 | 2017-09-15 | $2,730 | -$2,730 | -$2,730 | |
| CALL/IBB @ 335 EXP 09/22/2017 (AE6BIX) | 2017-08-30 | 2017-09-22 | $17,394 | $234 | $17,160 | $17,160 |
| CALL/IBB @ 330 EXP 09/29/2017 (AEDD6Y) | 2017-08-15 | 2017-09-29 | $12,312 | -$12,312 | -$12,312 | |
| CALL/IBB @ 332.5 EXP 10/06/2017 (AENHLS | 2017-08-25 | 2017-10-06 | $44,479 | -$44,479 | -$44,479 | |
| CALL/IBB @ 342.5 EXP 10/13/2017 (AF5SJQ) | 2017-09-08 | 2017-10-13 | $34,556 | $390 | $34,166 | $34,166 |
| CALL/IBB @ 345 EXP 10/20/2017 (AEF5WF) | 2017-09-15 | 2017-10-18 | $14,664 | $234 | $14,430 | $14,430 |
| CALL/IBB @ 345 EXP 10/27/2017 (AF9MNK) | 2017-09-22 | 2017-10-25 | $11,778 | $468 | $11,310 | $11,310 |
| CALL/IBB @ 347.5 EXP 11/03/2017 (AF1UKA) | 2017-09-29 | 2017-10-31 | $15,580 | $456 | $15,124 | $15,124 |
| CALL/IBB @ 355 EXP 11/10/2017 (AF35PA) | 2017-10-06 | 2017-11-06 | $16,224 | $468 | $15,756 | $15,756 |
| CALL/IBB @ 355 EXP 11/17/2017 (AEZSCR) | 2017-10-13 | 2017-11-15 | $9,672 | $156 | $9,516 | $9,516 |
| CALL/IBB @ 357.5 EXP 11/24/2017 (AF8KL2) | 2017-10-18 | 2017-11-22 | $8,424 | $156 | $8,268 | $8,268 |
| CALL/IBB @ 340 EXP 12/01/2017 (AFFV9L) | 2017-10-25 | 2017-11-28 | $13,416 | $156 | $13,260 | $13,260 |
| CALL/IBB @ 112.5 EXP 12/08/2017 (AGNSZI) | 2017-10-31 | 2017-12-07 | $8,588 | $456 | $8,132 | $8,132 |
| CALL/IBB @ 111.67 EXP 12/15/2017 (AGNSYU) | 2017-11-06 | 2017-12-12 | $16,068 | $468 | $15,600 | $15,600 |
| CALL/IBB @ 107.5 EXP 12/22/2017 (AGNSW3) | 2017-11-15 | 2017-12-22 | $16,380 | $468 | $15,912 | $15,912 |
| CALL/IBB @ 108.33 EXP 12/29/2017 (AGNSWV) | 2017-11-22 | 2017-12-29 | $11,700 | $702 | $10,998 | $10,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,135,530 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,200,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,929,621 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027324 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,020 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,133,871 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,066 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.027868 | TotalDistributionRt |
| Average Distribution | 0.009289 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,586,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $43,733 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $495,054 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,187,332 | 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 | $43,733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,267 | OverpaymentAmt |
| Applied To ES Tax | $6,267 | 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 |
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 | $44,101,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,225,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,326,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,326,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $739,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,586,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,429,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,429,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,733 | TotalTaxAmt |
| Distributable Before Adj | $2,385,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,385,598 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,385,598 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,187,332 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,187,332 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $43,733 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,143,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,385,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,182,966 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,187,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,182,966 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,366 | 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 | $2,381,232 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LUCILE PACKARD FOUNDATION | ||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | PUBLIC CHARITY | CONTRIBUTION TO LUCILE PACKARD FOUNDATION FOR ASSISTANCE TO CHILDREN WITH SPECIAL HEALTH CARE NEEDS. | $407,000 |
| UC BERKELEY | ||||||
| PO BOX 774 | BERKELEY | CA | 94701 | PUBLIC CHARITY | CONTRIBUTION TO UC BERKELEY GENERAL FUND FOR EDUCATION PURPOSES. | $1,504,900 |
| 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. | $271,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,182,966 | 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 | $41,955 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,525 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $871,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,239,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,239,098 | 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 | $47,064,413 | $47,265,455 |
| INVESTMENT IN VINTAGE VII | AT COST | $454,337 | $477,402 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST & DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $35,763 | BOYBookValueAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $2,071 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,071 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERNCE FOR CAPITAL GAIN | Desc |
| Amt | $3,263,983 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $8,500 | $4,250 | $4,250 |
| MANAGEMENT FEES | $123,355 | $123,355 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DELAWARE TAXES | $25 | $13 | $13 |
| CA TAXES | $135 | $67 | $67 |
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