K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-10
- IRS object ID
- 201841009349100209
- 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
- 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 | 2018-04-10T12:23:19-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-03-22 | 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 |
| 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 | $575,025 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,443 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,443 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,057 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,765 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,608 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,608 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,241 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $364,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,372 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $570,784 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $376,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $366,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $575,025 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $376,654 | RetainedEarningBOYAmt |
| Retained Earning EOY | $366,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $376,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $366,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $366,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $376,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $366,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $366,613 | 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 | $63,114 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,289 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,825 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,825 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,825 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,193 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $465,303 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051994 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $494,772 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045607 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $486,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.016716 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,764 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $386,875 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035577 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $147,945 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.149894 | TotalDistributionRt |
| Average Distribution | 0.029979 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $523,712 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,877 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,475 | 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 | $177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $177 | SubtotalAmt |
| Tax Based On Investment Income | $177 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $177 | 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 |
| 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 |
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 | VP / Dir | 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 | $522,663 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $531,687 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $531,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $523,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177 | TotalTaxAmt |
| Distributable Before Adj | $26,009 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,009 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,009 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,475 | 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 | $23,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $177 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,559 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Qualifying Distributions | $23,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,559 | AppliedToYear1Amt |
| Applied To Current Year | $916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $25,093 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA | |||||||
| 2400 MOORPARK AVE STE 300 | SAN JOSE | CA | 95128 | N/A | PC | General & Unrestricted | $500 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $6,000 |
| CHUNG TAI INTERNATIONAL CHAN BUDDHIST ASSOCIATION | |||||||
| 750 E ARQUES AVE | SUNNYVALE | CA | 94085 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $500 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Adopt-A-Family Program | $600 |
| HOPES CORNER INC | |||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | Capital Fund for New Kitchen | $500 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $500 |
| LIVING CLASSROOM | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $200 |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | |||||||
| 750A SAN PIERRE WAY | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $1,000 |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | |||||||
| 750A SAN PIERRE WAY | MOUNTAIN VIEW | CA | 94043 | N/A | PC | 8th Grade Tribute - Endowment Fund | $500 |
| MOUNTAIN VIEW HIGH SCHOOL BAND PARENTS ASSOCIATION | |||||||
| 1405 MCKENZIE AVE | LOS ALTOS | CA | 94024 | N/A | PC | Direct Appeal Fund | $400 |
| MOUNTAIN VIEW HIGH SCHOOL BAND PARENTS ASSOCIATION | |||||||
| 1405 MCKENZIE AVE | LOS ALTOS | CA | 94024 | N/A | PC | London New Year's Day Parade Program | $500 |
| MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 1146 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW STE 200 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $500 |
| NATURE BRIDGE | |||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $500 |
| OUTDOOR AFRO | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $100 |
| OUTDOORS EMPOWERED NETWORK | |||||||
| PO BOX 347171 | SAN FRANCISCO | CA | 94134 | N/A | PC | General & Unrestricted | $350 |
| 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 | |||||||
| 1175 CASTRO ST | MOUNTAIN VIEW | CA | 94040 | N/A | PC | Charitable Event | $500 |
| RENAISSANCE CHARITABLE FOUNDATION INC | |||||||
| 8910 PURDUE RD STE 555 | INDIANAPOLIS | IN | 46268 | N/A | PC | Love for Love City Foundation, Benefiting Hurricane Disaster Relief for the US and British Virgin Islands | $200 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| SECOND HARVEST FOOD BANK OF SANTA CLARA AND SAN MA | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 95125 | N/A | PC | General & Unrestricted | $300 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL STE 300 | MOUNTAIN VIEW | CA | 94040 | N/A | PC | San Jose flood victims relief fund | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,450 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,432 | 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 | $11,720 | 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 | $20,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,174 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (108 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $3,282 | $5,096 |
| ABBOTT LABS | $1,692 | $2,454 |
| ACTIVISION BLIZZARD INC | $3,657 | $3,799 |
| ALBEMARLE CP | $3,163 | $3,837 |
| ALIBABA GROUP HOLDING LTD | $4,066 | $8,622 |
| ALLERGAN PLC | $3,700 | $2,781 |
| ALLIANCE DATA SYSTEM CORP | $3,122 | $3,042 |
| ALPHABET INC CL A | $4,565 | $10,534 |
| AMAZON COM | $2,582 | $11,694 |
| AMGEN INC | $4,363 | $8,695 |
| ANADARKO PETROLEUM CORP | $2,250 | $1,609 |
| ANALOG DEVICES INC | $3,779 | $8,013 |
| APPLE INC | $5,215 | $11,845 |
| APPLIED MATERIALS INC | $1,400 | $5,623 |
| ARCHER DANIELS MDLND | $5,319 | $6,012 |
| BAIDU.COM - ADR | $5,595 | $9,368 |
| BANK OF AMERICA CORP | $3,488 | $9,151 |
| BIOGEN INC | $5,175 | $6,371 |
| BIOVERATIV INC | $436 | $539 |
| BLACKROCK INC | $2,385 | $5,137 |
| BOEING CO | $4,780 | $10,322 |
| BROADCOM LIMITED | $3,347 | $5,138 |
| CAPITAL ONE FINANCIAL CORP | $3,518 | $5,975 |
| CATERPILLAR INC | $2,625 | $4,727 |
| CELGENE CORP | $2,377 | $6,262 |
| CF INDUSTRIES HOLDINGS, INC | $3,002 | $3,191 |
| CHENIERE ENERGY INC | $3,392 | $3,230 |
| CHEVRON CORP | $5,447 | $6,260 |
| CHUBB LIMITED | $3,281 | $4,384 |
| CISCO SYSTEMS INC | $3,157 | $5,745 |
| CITIGROUP INC | $4,118 | $7,441 |
| CNOOC LTD ADS | $2,158 | $1,436 |
| CONOCOPHILLIPS | $2,926 | $2,745 |
| CONTINENTAL RESOURCES INC | $2,807 | $2,649 |
| COSTCO WHOLESALE CORPORATION | $2,981 | $5,584 |
| CSX CORP | $1,788 | $4,951 |
| CTRIP.COM INTERNATIONAL LTD | $2,332 | $4,410 |
| DEERE CO | $2,782 | $4,695 |
| DELL TECHNOLOGIES INC | $3,404 | $5,690 |
| DIAGEO PLC ADS | $3,507 | $4,381 |
| DOWDUPONT INC | $3,055 | $6,410 |
| EAST WEST BANCORP, INC | $3,477 | $4,866 |
| EOG RESOURCES INC | $3,700 | $4,316 |
| EXPEDITORS INTL WASH INC | $3,428 | $4,528 |
| EXXON MOBIL CORP | $2,612 | $2,509 |
| FACEBOOK INC | $3,758 | $4,412 |
| FIRST REPUBLIC BANK | $3,502 | $5,198 |
| GILEAD SCIENCES INC | $4,850 | $4,657 |
| GOLDMAN SACHS GROUP | $2,180 | $3,821 |
| GOODYEAR TIRE & RUBBER COMPANY | $3,044 | $3,554 |
| HALLIBURTON COMPANY | $3,455 | $4,887 |
| HOME DEPOT INC | $3,146 | $7,581 |
| HONEYWELL INTL | $3,180 | $7,668 |
| ILLINOIS TOOL WORKS | $2,443 | $6,674 |
| INTEL CORP | $2,974 | $6,462 |
| INTERCONTINENTAL EXCHANGE, INC | $6,386 | $12,347 |
| INTERNATIONAL BUSINESS MACHINE | $4,823 | $3,836 |
| INTUIT | $2,254 | $6,311 |
| JD.COM, INC | $3,564 | $4,970 |
| JOHNSON & JOHNSON | $3,754 | $4,890 |
| JP MORGAN CHASE | $2,806 | $6,416 |
| KANSAS CITY SOUTHERN | $7,010 | $7,365 |
| LABORATORY CORP AMER HLDGS | $3,445 | $5,583 |
| LOWES COMPANIES INC | $2,108 | $5,576 |
| LVMH MOET HENN UNSP | $2,871 | $4,696 |
| MARATHON OIL CORP | $2,463 | $1,354 |
| MARTIN MARIETTA MATLS INC | $3,622 | $3,537 |
| MASTERCARD INC | $4,881 | $9,082 |
| MEDNAX, INC | $3,523 | $2,672 |
| MEDTRONIC PLC | $5,387 | $5,653 |
| MICROSOFT CORP | $2,713 | $8,554 |
| MONSANTO CO | $2,761 | $3,503 |
| NASDAQ OMX GROUP | $2,599 | $6,146 |
| NETEASE.COM INC | $3,816 | $4,486 |
| NORFOLK SOUTHERN CORP | $1,554 | $3,623 |
| ORACLE CORP | $5,365 | $7,565 |
| OWENS CORNING | $3,058 | $4,597 |
| PARKER HANNIFIN CP | $3,074 | $4,990 |
| PAYPAL HOLDINGS, INC | $1,835 | $4,417 |
| PRAXAIR INC | $2,175 | $3,094 |
| PROCTER GAMBLE CO | $3,242 | $3,675 |
| QORVO INC | $3,845 | $3,330 |
| QUALCOMM INC | $3,701 | $3,841 |
| QUANTA SVCS INC | $3,334 | $3,520 |
| RAYTHEON CO | $1,750 | $5,636 |
| RESMED INC | $3,528 | $5,081 |
| ROCHE HOLDING LTD ADR | $3,799 | $3,790 |
| ROCKWELL AUTOMATION INC | $4,232 | $4,909 |
| SALESFORCE.COM | $3,374 | $8,178 |
| SAP AKTIENGESELL ADS | $3,193 | $4,494 |
| SASOL LTD | $2,945 | $2,395 |
| SCHLUMBERGER LTD | $3,471 | $3,370 |
| STARBUCKS CORP COM | $3,470 | $3,446 |
| STRYKER CORPORATION | $3,755 | $6,194 |
| SVB FINANCIAL GROUP | $3,536 | $4,675 |
| SYMANTEC CORP | $3,755 | $3,367 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $4,568 | $10,705 |
| THERMO FISHER SCIENTIFIC INC | $1,599 | $4,747 |
| UNION PACIFIC | $1,878 | $4,023 |
| UNITED TECHNOLOGIES CORP | $2,720 | $3,827 |
| V F CORP | $2,842 | $4,440 |
| VALERO ENERGY CORP | $3,968 | $5,515 |
| WALT DISNEY HOLDINGS CO | $4,413 | $6,451 |
| WEIBO CORPORATION | $3,480 | $7,242 |
| WELLS FARGO & CO | $2,773 | $4,854 |
| WHIRLPOOL CORP | $3,790 | $3,373 |
| WYNDHAM WORLDWIDE | $3,100 | $4,635 |
| ZIMMER BIOMET HOLDINGS | $2,697 | $4,827 |
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 | $32 | $32 | |
| 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 | $6,443 | Amt |
| Net Investment Income | $6,443 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2016 | $132 | |
| Foreign Tax Paid | $133 | $133 |
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