KIEVE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
KIEVE FOUNDATION (EIN 01-0664998)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-14
IRS object ID
201831659349100008
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-14T10:45:11-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W SAN FERNANDO ST STE 500AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010664998EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIEVE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIEVBusinessNameControlTxt
Phone4082938030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12359 MT DAVIDSON DRIVEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951242513ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT KIEVEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone4082938030PhoneNum
Signature2018-05-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE S KUECHLERPreparerPersonNm
PTINP00233621PTIN
Phone4082006400PhoneNum
Preparation2018-05-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.104.135.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-30IPDt
IP Tm12:39:50IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdC6CDAEE9B875D4320E7F169406ABE2414F275E69AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,645,901FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$149,243DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149,243DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,859NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,565GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$56,859CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$206,102TotalRevAndExpnssAmt
Total Net Invst Incm$206,102TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,034OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,034OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,491TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,570TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$85OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,979TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,210TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$284,610TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,979TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$225,710TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,508ExcessRevenueOverExpensesAmt
Net Investment Income$156,123NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$283,723SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,946SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,946SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,561,091USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,485,312USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,468,067USGovtObligationsEOYFMVAmt
Corporate Stock BOY$941,801CorporateStockBOYAmt
Corporate Stock EOY$976,787CorporateStockEOYAmt
Corporate Stock EOYFMV$1,894,864CorporateStockEOYFMVAmt
Corporate Bonds BOY$400,507CorporateBondsBOYAmt
Corporate Bonds EOY$415,774CorporateBondsEOYAmt
Corporate Bonds EOYFMV$413,123CorporateBondsEOYFMVAmt
Other Investments BOY$705,043OtherInvestmentsBOYAmt
Other Investments EOY$775,838OtherInvestmentsEOYAmt
Other Investments EOYFMV$709,901OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,892,165TotalAssetsBOYAmt
Total Assets EOY$3,813,657TotalAssetsEOYAmt
Total Assets EOYFMV$4,645,901TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,892,165UnrestrictedBOYAmt
Unrestricted EOY$3,813,657UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,892,165TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,813,657TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,892,165TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,813,657TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,892,165TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,508ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,813,657SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,813,657TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ENTERPRISE TRUST - STP2017-12-31$7,935$5,205$2,730$2,730
ENTERPRISE TRUST - LTP2017-12-31$214,354$160,501$53,853$53,853
CAPITAL GAINS DIVIDENDSP$276$276$276
FieldValueIRS element (for citing)
Capital Gain Net Income$56,859CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$228,310AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,561,874NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050047DistributionYr1Rt
Adjusted Qlfy Distri Yr2$254,802AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,643,392NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054874DistributionYr2Rt
Adjusted Qlfy Distri Yr3$292,837AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,816,787NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.060795DistributionYr3Rt
Adjusted Qlfy Distri Yr4$226,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,614,899NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048972DistributionYr4Rt
Adjusted Qlfy Distri Yr5$226,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,457,923NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050696DistributionYr5Rt
Total Distribution0.265384TotalDistributionRt
Average Distribution0.053077AverageDistributionRt
Net Vl Noncharitable Assets$4,635,567NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$246,042AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,561NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$247,603AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$225,710QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,122InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,122SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,122TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,440EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,440TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,318OverpaymentAmt
Applied To ES Tax$2,318AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksENTERPRISE TRUST INVESTMENT COIndividualWithBooksNm
Phone4083585811PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115425 LOS GATOS BLVDAddressLine1Txt
CityLOS GATOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT KIEVE
2359 MT DAVIDSON DRSAN JOSECA95124PRESIDENT/DIRECTOR0.25$0$0$0
VITA NEVIS
2359 MT DAVIDSON DRSAN JOSECA95124CFO/SECRETARY/DIRECTOR0.25$0$0$0
LENOIR KIEVE
2359 MT DAVIDSON DRSAN JOSECA95124VP/DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,334,088AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$372,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,706,159TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,706,159AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,592CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,635,567NetVlNoncharitableAssetsAmt
Minimum Investment Return$231,778MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$231,778MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,122TaxBasedOnInvestmentIncomeAmt
Total Tax$3,122TotalTaxAmt
Distributable Before Adj$228,656DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,656DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,656DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,710ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$225,710QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$225,710AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,656DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,280ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$59,232ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,448ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,617ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$96,577TotalExcessDistributionCyovAmt
Qualifying Distributions$225,710QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$225,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,946ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,946ExcessDistributionCyovAppCYAmt
Total Corpus$93,631TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,334ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$91,297ExcessDistriCyovToNextYrAmt
Excess From Year3$59,232ExcessFromYear3Amt
Excess From Year2$26,448ExcessFromYear2Amt
Excess From Year1$5,617ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT S KIEVERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12359 MT DAVIDSON DRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95124ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4082938030RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
2065 W EL CAMINO REAL SUITE CMOUNTAIN VIEWCA94040PCALZHEIMERS RESEARCH$10,000
AMERICAN CANCER SOCIETY
747 CAMDEN AVE SUITE BCAMPBELLCA95008PCCANCER RESEARCH$2,000
AMERICAN HEART ASSOCIATION
1710 GILBRETH RDBURLINGAMECA94010PCHEART DISEASE RESEARCH$1,000
AMERICAN RED CROSS
2731 NORTH FIRST STSAN JOSECA95134PCDISASTER RELIEF$500
ARTHRITIS FOUNDATION
657 MISSION STREETSAN FRANCISCOCA94105PCPREVENTION, CONTROL & CURE OF ARTHRITIS$1,000
BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STSAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$2,000
BERKSHIRE SCHOOL
245 UNDERMOUNTAIN ROADSHEFFIELDMA01257PCEDUCATION$2,000
BOYS AND GIRLS CLUB
518 VALLEY WAYMILPITASCA95035PCBOYS AND GIRLS WELFARE$1,000
CENTER FOR ANIMAL PROTECTION
PO BOX 3032GRASS VALLEYCA95945PCSAVE THE LIVES OF INDIVIDUAL ANIMALS AND EDUCATE PEOPLE$1,500
CENTRAL YMCA
1717 THE ALAMEDASAN JOSECA95126PCYOUTH ACTIVITIES$1,500
CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAYSAN JOSECA95110PCEDUCATION OF CHILDREN$500
CHILDREN'S MUSICAL THEATRE
1401 PARKMOOR AVESAN JOSECA95126PCDEVELOPMENT OF YOUTH TALENT$2,000
CHRISTMAS IN THE PARK
171 BRANHAM LANE SUITE 10-234SAN JOSECA95136PCENCOURAGE COMMUNITY PARTICIPATION$5,000
CITY LIGHTS
529 S SECOND STSAN JOSECA95112PCSUPPORT OF SAN JOSE THEATRE ACTIVITIES$4,000
COMMONWEALTH CLUB
595 MARKET STREETSAN FRANCISCOCA94105PCSUPPORT OF GENERAL EDUCATION$500
DOCTOR'S WITHOUT BORDERS USA
333 7TH AVENEW YORKNY10001PCMEDICAL HELP WORLDWIDE$1,000
DOWNTOWN COLLEGE PREP
1460 THE ALAMEDASAN JOSECA95126PCSECONDARY COLLEGE PREP EDUCATION$2,500
EISENHOWER FOUNDATION MUSEUM
PO BOX 295ABILENEKS67410PCSUPPORT OF THE EISENHOWER LIBRARY$2,000
FURRY FRIENDS
PO BOX 7270FREMONTCA94537PCANIMAL WELFARE$500
GILDA RADNER FAMILIAL OVARIAN CANCER
ELM CARLTON STREETBUFFALONY14263PCOVARIAN CANCER RESEARCH$5,000
GUADALUPE RIVER PARK
438 COLEMAN AVESAN JOSECA95110PCMAINTAIN PUBLIC OPEN SPACE$1,000
HABITAT FOR HUMANITY
513 VALLEY WAYMILPITASCA95035PCPROVIDING AFFORDABLE HOME OWNERSHIP$2,000
HAPPY HOLLOW
1300 SENTER RDSAN JOSECA95112PCOUTDOOR ADVENTURE FOR FAMILIES$4,000
HARVARD COLLEGE FUND
124 MOUNT AUBURN STCAMBRIDGEMA02138PCEDUCATION$1,000
HISTORY SAN JOSE
1650 SENTER RDSAN JOSECA95112PCSUPPORT OF LOCAL MUSEUM$1,500
HOSPICE OF THE VALLEY
1150 S BASCOM AVE SUITE 7ASAN JOSECA95128PCEND OF LIFE CARE$2,000
HUMANE SOCIETY
901 AMES AVEMILPITASCA95035PCANIMAL WELFARE$1,500
KCSM
1700 WEST HILLSDALE BLVDSAN MATEOCA94402PCPUBLIC TELEVISION$1,000
KQEDKTEH
2601 MARIPOSA STSAN FRANCISCOCA94110PCPUBLIC TELEVISION$2,500
LINCOLN LAW SCHOOL
ONE NORTH FIRST STSAN JOSECA95113PCEDUCATION$20,000
MARKKULA CENTER FOR APPLIED ETHICS
500 EL CAMINO REALSANTA CLARACA95053PCTOWARD A MORE ETHICAL SOCIETY$1,000
MUTTVILLE
PO BOX 410207SAN FRANCISCOCA94141PCSENIOR DOG RESCUE$5,000
NEXT DOOR SOLUTIONS
234 E GISH RD SUITE 200SAN JOSECA95112PCPREVENTION OF DOMESTIC ABUSE$2,000
OPERA SAN JOSE
2149 PARAGON DRSAN JOSECA95131PCSUPPORT OF SAN JOSE ARTS$20,000
OPERATION SMILE
6435 TIDEWATER DRNORFOLKVA23509PCHELPING CHILDREN WITH CLEFT PALETS$2,500
PACT
1100 SHASTA AVESAN JOSECA95126PCCOMMUNITY ADVOCACY$500
PENINSULA OPEN SPACE TRUST
3000 SAND HILL RD 1-155MENLO PARKCA94025PCOPEN LAND PRESERVATION$500
RAFT
1355 RIDDER PARK DRSAN JOSECA95131PCEDUCATION AID$1,000
ROTARY CLUB OF SAN JOSE FOUNDATION
1690 SENTER RDSAN JOSECA95112PCSUPPORT OF THE PLAY GARDEN$3,000
SALVATION ARMY
359 N FIRST STREETSAN JOSECA95112PCASSISTANCE FOR SUBSTANCE ABUSE$1,000
SAN JOSE MUSEUM OF ART
110 SOUTH MARKET STSAN JOSECA95113PCART APPRECIATION$1,500
SAN JOSE PUBLIC LIBRARY FOUNDATION
P O BOX 611540SAN JOSECA95161PCEDUCATION$1,000
SAN JOSE TECH MUSEUM
201 SOUTH MARKET STSAN JOSECA95113PCEDUCATION$2,000
SAN JOSE YOUTH SYMPHONY
595 PARK AVESAN JOSECA95110PCMUSIC APPRECIATION$1,000
SECOND HARVEST FOOD BANK
750 CURTNER AVESAN JOSECA95125PCFOOD FOR THE HUNGRY$2,000
SOI DOG
344 TULLY RDSAN JOSECA95111PCANIMAL WELFARE$2,000
STROKE AWARENESS FOUNDATION
2105 S BASCOM AVE SUITE 220CAMPBELLCA95008PCSTROKE PREVENTION & RESEARCH$35,000
SYMPHONY SILICON VALLEY
PO BOX 790SAN JOSECA95106PCSUPPORT OF SAN JOSE ARTS$45,000
TRIPLE NEGATIVE BREAST CANCER FOUNDATION
PO BOX 204NORWOODNJ07648PCBREAST CANCER AWARENESS$6,000
UNITED WAY
1922 THE ALAMEDASAN JOSECA95126PCCOMMUNITY SUPPORT$1,000
UNIVERSITY OF ARIZONA
111 N CHERRY AVETUCSONAZ85721PCPOST SECONDARY EDUCATION$1,000
VIA SERVICES
2851 PARK AVESANTA CLARACA95050PCSUPPORT OF THE DISABLED$1,000
YWCA
375 S THIRD STSAN JOSECA95112PCYOUTH ACTIVITIES$1,500
PLANNED PARENTHOOD
1691 THE ALAMEDASAN JOSECA95126PCHEALTH CARE SERVICES$1,000
HUNGER AT HOME
1560 BERGER DRSAN JOSECA95112PCFOOD SERVICE TO THE HOMELESS AND THE HUNGRY$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149,243ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,859ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$206,102ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$206,102TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$5,500Amt
Net Investment Income$1,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,125DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$415,774EOYBookValueAmt
EOYFMV$413,123EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$976,787EOYBookValueAmt
EOYFMV$1,894,864EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$309,115USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$311,578USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,176,197StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,156,489StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$739,028$670,279
EXCHANGE TRADED FUNDSAT COST$36,810$39,622

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSES AND FEESDesc
Revenue And Expenses Per Books$85RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$85DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$47,016$47,016$0
ADR FEE$18$18$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,570$1,570$0
FEDERAL TAXES$8,921$0$0

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