GLORIA & KEN LEVY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GLORIA & KEN LEVY FOUNDATION (EIN 77-0388772)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-03-10
- IRS object ID
- 201700699349100510
- Schema version
- 2015v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-10T13:17:39-08:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 CAMPBELL TECHNOLOGY PKWY | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950085071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770388772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLORIA & KEN LEVY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLOR | BusinessNameControlTxt |
| Phone | 4083998081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 UNIVERSITY AVE | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH LEVY | PersonNm |
| Person Title | SEC/ CFO | PersonTitleTxt |
| Signature | 2017-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael E Champion | PreparerPersonNm |
| PTIN | P00448390 | PTIN |
| Phone | 4085587500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,667,458 | 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 | $2,866,521 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,612 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,212 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,205 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,957,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,913 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $179 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,339 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $569,985 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $569,985 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,324 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,379,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $933 | CashBOYAmt |
| Cash EOY | $2,483 | CashEOYAmt |
| Cash EOYFMV | $2,483 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $349,916 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,547 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $628,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,255,527 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,509,573 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $54,391 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $52,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,033,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,413,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,667,458 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,033,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,413,412 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,033,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,033,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,413,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,033,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,379,539 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,413,412 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,000 SHS KLA TENCOR | D | 1976-03-01 | 2016-05-13 | $274,917 | $400 | $274,517 | $274,517 |
| Capital Gain Dividends | $4,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $839,657 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,599,345 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.52500 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,562 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,469,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12903 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,309 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $297,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.58932 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $499,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.41034 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,103 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $737,669 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.28618 | DistributionYr5Rt |
| Total Distribution | 1.939861 | TotalDistributionRt |
| Average Distribution | 0.387972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,273,103 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $881,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,359 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $885,259 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $576,324 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,718 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,718 | SubtotalAmt |
| Tax Based On Investment Income | $6,718 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $200 | EsPenaltyAmt |
| Tax Due | $6,918 | 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 | KEN LEVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083998081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 UNIVERSITY AVE G | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | 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 |
|---|---|---|---|---|---|---|
| GLORIA LEVY | ||||||
| 51 UNIVERSITY AVE G | LOS GATOS | CA | 95030 | President | 1.00 | $0 |
| KENNETH LEVY | ||||||
| 51 UNIVERISTY AVE G | LOS GATOS | CA | 95030 | SEC/ CFO | 1.00 | $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 | $2,027,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $52,855 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,307,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,307,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,273,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,718 | TotalTaxAmt |
| Distributable Before Adj | $106,937 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,937 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,937 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,324 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $576,324 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $576,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,937 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $174,229 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $160,485 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,280 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $782,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,415,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $576,324 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,937 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $469,387 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,885,110 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $174,229 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,710,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,111 | ExcessFromYear4Amt |
| Excess From Year3 | $160,485 | ExcessFromYear3Amt |
| Excess From Year2 | $118,280 | ExcessFromYear2Amt |
| Excess From Year1 | $782,618 | ExcessFromYear1Amt |
| Excess From Current Year | $469,387 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GLORIA LEVY | ContributingManagerNm |
| Contributing Manager | KENNETH LEVY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF FOOD RUNNERS | |||||||
| 2579 WASHINGTON STREET | SAN FRANCISCO | CA | 94115 | N/A | PC | GENERAL | $1,000 |
| JEWISH FED OF SLICON VALLEY | |||||||
| 14855 OKA ROAD 200 | LOS GATOS | CA | 95032 | N/A | PC | GENERAL | $100,000 |
| CONGREGATION BETH DAVID | |||||||
| 19700 PROSPECT ROAD | SARATOGA | CA | 95070 | N/A | PC | GENERAL | $374,585 |
| HOSPICE OF THE VALLEY | |||||||
| 4850 UNION AVENUE | SAN JOSE | CA | 95124 | N/A | PC | GENERAL | $2,000 |
| SILICON VALLEY JEWISH FILM FESTIVAL | |||||||
| PO BOX 2190 | CUPERTINO | CA | 95015 | N/A | PUBLIC | GENERAL | $15,000 |
| CONTEMPORARY COLLECTORS CIRCLE | |||||||
| STANFORD UNIVERSITY | PALO ALTO | CA | 94305 | N/A | PC | GENERAL | $550 |
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 440 1ST STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL | $75,000 |
| CANTOR ARTS CENTER | |||||||
| 328 LOMITA DRIVE AT MUSEUM WAY | STANFORD | CA | 94305 | N/A | PC | GENERAL | $600 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | N/A | PC | GENERAL | $250 |
| THE REDWOOD COAST HUMANE SOCIETY | |||||||
| PO BOX 1072 | GUALALA | CA | 95445 | N/A | PC | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $569,985 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,972 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,205 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,878 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GLORIA AND KEN LEVY | ||||||
| 1 | 51 UNIVERSITY AVE G | LOS GATOS | CA | 95030 | $660,650 | Yes (X) |
| GLORIA AND KEN LEVY | ||||||
| 2 | 51 UNIVERSITY AVE G | LOS GATOS | CA | 95030 | $2,205,871 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHS KLA TENCOR | $660,650 | 2015-11-12 |
| 2 | 30,430 SHS KLA TENCOR | $2,205,871 | 2016-07-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEEDHAM GROWTH FUND | $60,121 | $76,276 |
| KLA TENCOR CORP | $3,176,071 | $3,412,247 |
| EXTREME NETWORKS INC | $19,335 | $21,050 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN GALLEON PARTNERS, SPC L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $52,855 | BookValueAmt |
| EOYFMV | $52,855 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $104 | $104 |
| FILING FEES | $75 | $75 |
| NONPASSIVE LOSS FROM GALLEON ONSHORE LIQ | $1,536 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,205 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CALIFORNIA TAX | CategoryTxt |
| Amt | $10 | Amt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |