PATEL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PATEL FAMILY FOUNDATION (EIN 20-4933895)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201831309349102278
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T17:21:50-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-10 | 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 | 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 | $735,319 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,204 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,303 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,581 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,581 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,700 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $947 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $947 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,326 | CashBOYAmt |
| Cash EOY | $17,433 | CashEOYAmt |
| Cash EOYFMV | $17,433 | CashEOYFMVAmt |
| Corporate Stock BOY | $485,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $482,078 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $717,886 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $512,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $499,511 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $735,319 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $512,675 | UnrestrictedBOYAmt |
| Unrestricted EOY | $499,511 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $512,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $499,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $499,511 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $512,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $499,875 | SubtotalAmt |
| Other Decreases | $364 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $499,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SH PALO ALTO NETWORKS INC | P | 2016-11-22 | 2017-03-03 | $5,775 | $6,935 | -$1,160 | -$1,160 |
| 300 SH FIAT CHRYSLER AUTOMOBILES | P | 2015-01-02 | 2017-11-28 | $5,170 | $2,234 | $2,936 | $2,936 |
| 50 SH SCHLUMBERGER LTD | P | 2015-07-15 | 2017-07-18 | $3,310 | $4,198 | -$888 | -$888 |
| 50 SH SCHLUMBERGER LTD | P | 2016-04-07 | 2017-07-18 | $3,310 | $3,614 | -$304 | -$304 |
| 100 SH TARGET CORPPORATION | P | 2015-01-02 | 2017-06-05 | $5,557 | $7,525 | -$1,968 | -$1,968 |
| 100 SH TEVA PHARMACEUTICALS ADR | P | 2015-01-02 | 2017-02-08 | $3,248 | $5,602 | -$2,354 | -$2,354 |
| 50 SH TEVA PHARMACEUTICALS ADR | P | 2015-08-05 | 2017-02-08 | $1,624 | $3,569 | -$1,945 | -$1,945 |
| 50 SH TIME WARNER INC NEW | P | 2015-01-02 | 2017-10-26 | $4,955 | $4,243 | $712 | $712 |
| 100 SH JOHNSON & JOHNSON | P | 2008-10-30 | 2017-01-19 | $11,393 | $6,135 | $5,258 | $5,258 |
| 100 SH JOHNSON & JOHNSON | P | 2008-10-30 | 2017-05-31 | $12,822 | $6,135 | $6,687 | $6,687 |
| 40 SH JOHNSON & JOHNSON | P | 2008-10-30 | 2017-11-28 | $5,556 | $2,454 | $3,102 | $3,102 |
| 600 SH PFIZER INC | P | 2008-11-05 | 2017-03-13 | $20,415 | $10,287 | $10,128 | $10,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,204 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $618,526 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,012 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $629,538 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,444 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $647,035 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $654,532 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,257 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $634,558 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04138 | DistributionYr5Rt |
| Total Distribution | 0.264254 | TotalDistributionRt |
| Average Distribution | 0.052851 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $691,282 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,317 | 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 | $295 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $295 | SubtotalAmt |
| Tax Based On Investment Income | $295 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $295 | 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 | false | 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 |
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 | $675,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $701,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $701,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $691,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $295 | TotalTaxAmt |
| Distributable Before Adj | $34,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,317 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,317 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $295 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,022 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,703 | UndistributedIncomePYAmt |
| Qualifying Distributions | $42,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,703 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,614 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $7,655 | UndistributedIncomeCYAmt |
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 (13 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 | $2,000 |
| MUNI SEVA CHARITABLE FOUNDATION | |||||||
| 2001 TREMONT DRIVE | DOVER | OH | 44622 | None | N/A | Unrestricted | $6,000 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | None | N/A | Unrestricted | $7,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | None | N/A | Unrestricted | $3,000 |
| 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 |
| 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 |
| SANKARA EYE FOUNDATION | |||||||
| 1900 MCCARTHY BLVD 302 | MILPITAS | CA | 95035 | None | N/A | Unresticted | $1,000 |
| 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 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $16,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $20,204 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,303 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,581 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,581 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1700 SH GENERAL ELEC CO COM STK | $20,835 | $29,665 |
| 260 SH JOHNSON & JOHNSON COM | $15,950 | $36,327 |
| 800 SH PFIZER INC COM | $13,716 | $28,976 |
| 300 SH ABBOTT LABORATORIES | $12,625 | $17,121 |
| 100 SH ADIDAS AG | $4,902 | $9,982 |
| 50 SH ALIBABA GROUP HLDG LTD | $4,307 | $8,622 |
| 15 SH ALPHABET INC CL C | $7,850 | $15,696 |
| 200 SH AMER INTL GP INC NEW | $10,975 | $11,916 |
| 50 SH AMERICAN EXPRESS CO | $4,638 | $4,966 |
| 50 SH ANHEUSER BUSCH INBEV SA SPON | $5,578 | $5,578 |
| 200 SH APPLE INC | $21,307 | $33,846 |
| 600 SH BANK OF AMERICA CORP | $8,856 | $17,712 |
| 175 SH BERKSHIRE HATHAWAY CL-B NEW | $25,417 | $34,689 |
| 150 SH CARNIVAL CP NEW PAIRED COM | $6,828 | $9,956 |
| 100 SH CBS CORP NEW CL B SHIRS | $5,478 | $5,900 |
| 150 SH COCA COLA CO | $6,306 | $6,882 |
| 50 SH DIAGEO PLC SPON ADR NEW | $5,605 | $7,302 |
| 100 SH DOWDUPONT INC | $4,556 | $7,122 |
| 50 SH FACEBOOK INC | $3,910 | $8,823 |
| 50 SH FEDEX CORP | $8,623 | $12,477 |
| 1800 SH FIAT CHRYSLER AUTOMOBILES NV | $12,013 | $32,112 |
| 50 SH GOLDMAN SACHS GRP INC | $9,694 | $12,738 |
| 150 SH HALLIBURTON CO | $5,912 | $7,331 |
| 50 SH HONEYWELL INTERNATIONAL INC | $4,976 | $7,668 |
| 55 SH ICICI BANK LTD | $514 | $535 |
| 50 SH INTL BUSINESS MACHINES CORP | $8,095 | $7,671 |
| 100 SH JPMORGAN CHASE & CO | $6,249 | $10,694 |
| 50 SH LOWES COMPANIES INC | $3,380 | $4,647 |
| 300 SH LULULEMON ATHLETICA INC | $15,196 | $23,577 |
| 100 SH MC DONALDS CORP | $9,331 | $17,212 |
| 100 SH MERCK & CO INC NEW COM | $5,716 | $5,627 |
| 150 SH MICROSOFT CORP | $6,992 | $12,831 |
| 100 SH PHILIP MORRIS INTL INC | $8,093 | $10,565 |
| 100 SH PHILLIPS 66 COM | $7,234 | $10,115 |
| 100 SH PNC FINL SVCS GP | $9,066 | $14,429 |
| 150 SH RESTAURANT BRANDS INTL INC COM | $5,877 | $9,222 |
| 250 SH ROYAL DUTCH SHELL PLC | $10,782 | $16,678 |
| 100 SH SCHLUMBERGER LTD | ||
| 100 SH SIEMENS AKTIENGESELLSCHAFT | $5,639 | $6,927 |
| 200 SH SONY CORP ADR 1974 NEW | $4,111 | $8,990 |
| 500 SH SUNCOR ENERGY INC NEW COM | $12,682 | $18,360 |
| 100 SH TARGET CORPORATION | ||
| 150 SH TEVA PHARMACEUTICALS ADR | ||
| 50 SH TIME WARNER INC NEW | ||
| 100 SH UNILEVER NV NY SH NEW | $3,869 | $5,632 |
| 50 SH UNION PACIFIC CORP | $5,923 | $6,705 |
| 100 SH WALGREENS BOOTS ALLIIANCE INC | $7,566 | $7,262 |
| 50 SH WALT DISNEY CO HLDG CO | $4,679 | $5,376 |
| 150 SH WELLS FARGO & CO NEW | $8,183 | $9,101 |
| ROUNDING | $5 | |
| 300 SH AIRBUS GROUP | $4,438 | $7,434 |
| 300 SH AMERICA MOVIL SA DE CV ADR | $3,749 | $5,145 |
| 75 SH FERRARI N V | $3,353 | $7,863 |
| 350 SH HSBC HOLDINGS PLC | $11,366 | $18,074 |
| 200 SH LVMH MOET HENNESSY LOUIS VUITT | $7,606 | $11,740 |
| 50 SH PALO ALTO NETWORKS INC | ||
| 400 SH SANOFI ADR | $15,477 | $17,200 |
| 150 SH SAP AG | $13,456 | $16,854 |
| 250 SH VODAFONE GROUP PLC | $7,195 | $7,975 |
| 10 SH ALLERGAN PLC | $2,399 | $1,636 |
| 300 SH BP PLC ADS | $10,207 | $12,609 |
| 40 SH COSTCO WHOLESALE CORP | $6,056 | $7,445 |
| 100 SH JD COM INC SPON ADR CL A | $3,705 | $4,142 |
| 450 SH ROCHE HOLDINGS ADR | $13,037 | $14,211 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | federal income tax | Desc |
| Amt | $364 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $25 | $25 | |
| INVESTMENT EXPENSES | $86 | $86 | |
| RENT FOR PUBLIC EVENT | $189 | $189 | |
| SPECIAL EVENT EXPENSE | $825 | $825 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $6,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FOREIGN TAX | $937 | $937 |
| STATE FILING FEES | $10 | $10 |
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