RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RANAE DESANTIS FOUNDATION (EIN 20-7114699)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-13
- IRS object ID
- 201803179349102165
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T16:08:26-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770356600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOMI TAKAICHI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 S BASCOM AVE SUITE 225 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207114699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANAE DESANTIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANA | BusinessNameControlTxt |
| Phone | 8582631647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8582631647 | PhoneNum |
| Signature | 2018-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK R TANAKA | PreparerPersonNm |
| PTIN | P01410078 | PTIN |
| Phone | 4083699600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.53.13.89 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-04 | IPDt |
| IP Tm | 13:01:50 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7854636B01F26323ED00F1BCFDF42D33D95498D1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11CC13DE19B372B87BE52C98B26723A4B2BC9955 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $9,964,078 | 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 | $571 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $571 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,919,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,699 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $595,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $595,033 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,635 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,168 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,378 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102,378 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $598,829 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $598,829 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $744,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,852 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $388,969 | CashBOYAmt |
| Cash EOY | $223,723 | CashEOYAmt |
| Cash EOYFMV | $223,723 | CashEOYFMVAmt |
| Acct Rcvbl | $1,079 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,079 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,079 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,079 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $8,389,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,405,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,739,276 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,779,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,630,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,964,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,779,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,630,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,779,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,630,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,779,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,630,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,779,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,630,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,630,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS-SEE ATTACHED | P | $622,227 | $574,557 | $47,670 | $47,670 |
| UBS-SEE ATTACHED | P | $2,291,881 | $1,975,161 | $316,720 | $316,720 |
| CAPITAL GAINS DIVIDENDS | P | $5,309 | $5,309 | $5,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,699 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,241 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,279,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034405 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $291,120 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,394,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034679 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $300,419 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,684,474 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $148,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,167,601 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.020658 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,143,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021726 | DistributionYr5Rt |
| Total Distribution | 0.146061 | TotalDistributionRt |
| Average Distribution | 0.029212 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,002,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $292,205 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,729 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,934 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $598,829 | 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 | $4,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,792 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,792 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,063 | OverpaymentAmt |
| Applied To ES Tax | $3,063 | 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 | Yes (1) | 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 | TIM WINTER STEWARD FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 8582631647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEWARD FAMILY OFFICE | |||||
| 228 N BROADWAY | ESCONDIDO | CA | 92025 | MANAGEMENT | $20,000 |
| NOMI TAKAICHI LLP | |||||
| 2105 S BASCOM AVENUE SUITE 225 | CAMPBELL | CA | 95008 | ACCOUNTING | $16,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,896,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,155,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,155,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,002,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $500,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $500,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,729 | TotalTaxAmt |
| Distributable Before Adj | $495,416 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $495,416 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $495,416 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,829 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $598,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,729 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $594,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $495,416 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $456,694 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $89,608 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $598,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $456,694 | AppliedToYear1Amt |
| Applied To Prior Years | $89,608 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,527 | 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 | $442,889 | 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) |
|---|---|---|
| Contributing Manager | ANN RANAE DESANTIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTERRA | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $31,000 |
| ANIMAL FRIENDS RESCUE PROJECT | |||||||
| PO BOX 51083 | PACIFIC GROVE | CA | 93950 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| ASSOCIATION FOR EQUINE SPORTS | |||||||
| 2995 WOODSIDE ROAD SUITE 400-333 | WOODSIDE | CA | 94062 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| BAY AREA OLDER ADULTS INC | |||||||
| 1111 W EL CAMINO REAL STE 109-225 | SUNNYVALE | CA | 940871057 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| BILLY JONES WILDCAT RAILROAD | |||||||
| PO BOX 234 | LOS GATOS | CA | 95031 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BIONEERS | |||||||
| 1014 TORNEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | GENERAL FUND | $9,700 |
| CAL STATE DOG RESCUE | |||||||
| PO BOX 111103 | CAMPBELL | CA | 95011 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,400 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1220 L ST NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| COMMERCIAL FREE CHILDHOOD | |||||||
| 89 SOUTH ST SUITE 403 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL FUND | $58,000 |
| COMMONWEALTH CLUB | |||||||
| 576 VALLEY WAY | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COMMUNITY INITIATIVES | |||||||
| 354 PINE STREET 700 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COMPASSION IN WORLD FARMING | |||||||
| 125 EAST TRINITY PLACE SUITE 206 | DECATUR | GA | 30030 | NONE | SCHOOL | GENERAL FUND | $1,800 |
| DREAM CATCHER FOUNDATION | |||||||
| 5401 S HYDE PARK BLVD SUITE 302 | CHICAGO | IL | 60615 | NONE | PUBLIC CHARITY | GENERAL FUND | $17,000 |
| ECHO PARENTING AND EDUCATION | |||||||
| PO BOX 26938 | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | |||||||
| 1020 9TH STREET NW SUITE 650 | WASHINGTON | DC | 200366101 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,200 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 910 K STREET SUITE 300 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| GRADES OF GREEN | |||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| GREEN FOOTHILLS FOUNDATION | |||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| HILLBROOK SCHOOL | |||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | SCHOOL | GENERAL FUND | $28,199 |
| HUMANE FARMING ASSOCIATION | |||||||
| 76 BELVEDERE ST D | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVENUE | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | GENERAL FUND | $38,000 |
| IN DEFENSE OF ANIMALS | |||||||
| 3010 KERNER BLVD | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| LOS GATOS ATHLETIC ASSOCIATION | |||||||
| PO BOX 1334 | LOS GATOS | CA | 95031 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,500 |
| LOS GATOS HIGH SCHOOL MILLENIUM FOUNDATION | |||||||
| 20 HIGH SCHOOL COURT | LOS GATOS | CA | 95030 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,350 |
| LOS GATOS MUSEUM ASSOCIATION | |||||||
| PO BOX 1904 | LOS GATOS | CA | 95031 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| MAP LIGHT | |||||||
| 2223 SHATTUCK AVENUE | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | GENERAL FUND | $17,000 |
| MARTIS CAMP COMMUNITY FOUNDATION | |||||||
| 12000 LODGETRAIL DRIVE | TRUCKEE | CA | 96161 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| MILO FOUNDATION | |||||||
| 220 S GARRARD BLVD | POINT RICHMOND | CA | 94801 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| MONTALVO ARTS CENTER | |||||||
| 15400 MONTALVO ROAD | SARATOGA | CA | 950710158 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 11625 RAINWATER DRIVE SUITE 500 | AIPHARETTA | GA | 30009 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 221161583 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH STREET | PALO ALTO | CA | 94301 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| PESTICIDE ACTION NETWORK | |||||||
| 2029 UNIVERSITY AVE | BERKELEY | CA | 94701 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| PLANNED PARENTHOOD | |||||||
| 1225 4TH STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| POPULATION CONNECTION | |||||||
| 2120 L STREET NW 500 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL FUND | $28,000 |
| SHIRTS ACROSS AMERICA | |||||||
| 500 YALE AVE NORTH SUITE 212 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,980 |
| SIERRA CLUB | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| SILICON VALLEY SOCIAL VENTURES | |||||||
| PO BOX 1792 | LOS ALTOS | CA | 94023 | NONE | PUBLIC CHARITY | GENERAL FUND | $21,800 |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | NONE | SCHOOL | GENERAL FUND | $1,800 |
| TAHOE INSTITUTE NATURE SCIENCE | |||||||
| 948 INCLINE WAY | INCLINE VILLAGE | NV | 89451 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| VIRGINIA ORGANIZING | |||||||
| 703 CONCORD AVENUE | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL FUND | $45,000 |
| VIVACE YOUTH CHORUS | |||||||
| 915 MERIDIAN AVE SUITE 110 | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| WATER EDUCATION FOUNDATION | |||||||
| 1401 21ST STREET SUITE 200 | SACRAMENTO | CA | 95811 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| WIKIMEDIA | |||||||
| 149 NEW MONTGOMERY STREET FLOOR 6 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 |
| YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DRIVE | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $598,829 | 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 | $571 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,699 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $595,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $595,033 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER |
| 4 | THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE |
| 8 | FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,635 | Amt |
| Net Investment Income | $16,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS TO TREAT $89,608 OF QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION FROM UNDISTRIBUTED INCOME FOR THE 2015 TAX YEAR. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,405,287 | BookValueAmt |
| EOYFMV | $9,739,276 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $81,569 | $81,569 | $0 | $0 |
| MISCELLANEOUS FEES | $809 | $809 | $0 | $0 |
| MANAGEMENT FEES | $20,000 | $20,000 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $3,158 | $3,158 | $0 | $0 |
| STATE TAX | $10 | $10 | $0 | $0 |
| FEDERAL TAX | $23,073 | $0 | $0 | $0 |
Comments