K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-31
- IRS object ID
- 201700909349101185
- Schema version
- 2016v3.0
- 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
- 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 | 2017-03-31T13:40:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-03-14 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 5.102.240.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520170905000041 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-03-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6B1EFC400AF5C33D9B3602785388C863E4E2E7C3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $484,130 | 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 |
| Dividends Rev And Expnss | $8,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,100 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,415 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,912 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $217 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,221 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,823 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $380,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $364,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $472,307 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $394,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $484,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $394,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $376,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $394,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $394,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $394,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,139 | ExcessRevenueOverExpensesAmt |
| Subtotal | $376,654 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $376,654 | 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 | $50,326 | GrossSalesPriceAmt |
| Cost Or Other Basis | $39,226 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,100 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,100 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,565 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $494,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045607 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,125 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $486,074 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.016716 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $386,875 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035577 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $147,945 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.0979 | TotalDistributionRt |
| Average Distribution | 0.024475 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $465,303 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,388 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,325 | 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 | $132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $132 | SubtotalAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $132 | 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 | $453,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $472,389 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $472,389 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $465,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132 | TotalTaxAmt |
| Distributable Before Adj | $23,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,325 | 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 | $24,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,193 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,751 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $24,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,751 | AppliedToYear1Amt |
| Applied To Current Year | $574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $22,559 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||||
| 1759 R ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $500 |
| ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT OF SANTA | |||||||
| 2400 MOORPARK AVE STE 300 | SAN JOSE | CA | 95128 | N/A | PC | General & Unrestricted | $500 |
| BAY AREA RIDGE TRAIL COUNCIL | |||||||
| 1007 GENERAL KENNEDY AVE STE 3 | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $500 |
| CANOPY | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $3,000 |
| 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 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $500 |
| FAMILY GIVING TREE | |||||||
| 606 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Adopt-A-Family program | $600 |
| HEIFER INTERNATIONAL FOUNDATION | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | General & Unrestricted | $500 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $500 |
| MIDPENINSULA REGIONAL OPEN SPACE DISTRICT | |||||||
| 330 DISTEL CIR | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $500 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $400 |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | |||||||
| 750A SAN PIERRE WAY | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $2,500 |
| MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL FOUNDATION | |||||||
| PO BOX 1146 | LOS ALTOS | CA | 94023 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW STE 200 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $500 |
| NATURE BRIDGE | |||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $500 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $500 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD | |||||||
| 1175 CASTRO ST | MOUNTAIN VIEW | CA | 94040 | N/A | PC | General & Unrestricted | $800 |
| SAVE THE BAY | |||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | 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 | $500 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| THE COALITION TO RESTORE COASTAL LOUISIANA | |||||||
| 6160 PERKINS RD STE 225 | BATON ROUGE | LA | 70808 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 2080 ADDISON ST 4200 | BERKELEY | CA | 94720 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE FOUNDATION | |||||||
| PO BOX 44290 | LAFAYETTE | LA | 70504 | N/A | PC | General & Unrestricted | $500 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $500 |
| YOSEMITE FOUNDATION | |||||||
| 101 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,300 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,315 | 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 | $4,375 | 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 | $12,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,690 | 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 | $4,003 |
| ALEXION PHARMACEUTICALS, INC | $4,152 | $3,059 |
| ALIBABA GROUP HOLDING LTD | $4,066 | $4,391 |
| ALLERGAN PLC | $3,700 | $3,570 |
| ALLIANCE DATA SYSTEM CORP | $3,122 | $2,742 |
| ALPHABET INC CL A | $4,565 | $7,925 |
| AMAZON COM | $2,582 | $7,499 |
| AMGEN INC | $4,363 | $7,311 |
| ANADARKO PETROLEUM CORP | $2,250 | $2,092 |
| ANALOG DEVICES INC | $3,779 | $6,536 |
| APPLE INC | $5,215 | $8,107 |
| APPLIED MATERIALS INC | $2,418 | $6,131 |
| ARCHER DANIELS MDLND | $5,319 | $6,848 |
| BAIDU.COM - ADR | $5,595 | $6,576 |
| BANK OF AMERICA CORP | $3,488 | $6,851 |
| BIOGEN INC | $5,610 | $5,672 |
| BLACKROCK INC | $2,385 | $3,805 |
| BOEING CO | $4,780 | $5,449 |
| BROADCOM LIMITED | $3,347 | $3,535 |
| CAPITAL ONE FINANCIAL CORP | $3,518 | $5,234 |
| CATERPILLAR INC | $2,625 | $2,782 |
| CELGENE CORP | $2,377 | $6,945 |
| CF INDUSTRIES HOLDINGS, INC | $3,002 | $2,361 |
| CHENIERE ENERGY INC | $3,392 | $2,486 |
| CHEVRON CORP | $5,447 | $5,885 |
| CHUBB LIMITED | $3,281 | $3,964 |
| CISCO SYSTEMS INC | $3,157 | $4,533 |
| CITIGROUP INC | $4,118 | $5,943 |
| CNOOC LTD ADS | $2,158 | $1,240 |
| CONOCOPHILLIPS | $2,926 | $2,507 |
| CONTINENTAL RESOURCES INC | $2,807 | $2,577 |
| COSTCO WHOLESALE CORPORATION | $2,981 | $4,803 |
| CSX CORP | $2,981 | $5,390 |
| CTRIP.COM INTERNATIONAL LTD | $2,332 | $4,000 |
| DEERE CO | $2,782 | $3,091 |
| DELL TECHNOLOGIES INC | $3,404 | $3,848 |
| DEVON ENERGY CORPORATION | $3,845 | $2,740 |
| DIAGEO PLC ADS | $3,507 | $3,118 |
| DOW CHEMICAL PV | $3,055 | $5,150 |
| EAST WEST BANCORP, INC | $3,477 | $4,066 |
| EOG RESOURCES INC | $3,700 | $4,044 |
| EXPEDITORS INTL WASH INC | $3,428 | $3,707 |
| EXPRESS SCRIPTS HOLDING CO | $4,303 | $5,503 |
| EXXON MOBIL CORP | $2,612 | $2,708 |
| FIRST REPUBLIC BANK | $3,502 | $5,528 |
| GILEAD SCIENCES INC | $4,850 | $4,655 |
| GOLDMAN SACHS GROUP | $2,180 | $3,592 |
| GOODYEAR TIRE & RUBBER COMPANY | $3,044 | $3,396 |
| HALLIBURTON COMPANY | $3,455 | $5,409 |
| HOME DEPOT INC | $3,146 | $5,363 |
| HONEYWELL INTL | $3,180 | $5,793 |
| HSBC HOLDINGS PLC | $1,846 | $1,406 |
| ILLINOIS TOOL WORKS | $2,443 | $4,898 |
| INTEL CORP | $2,974 | $5,078 |
| INTERCONTINENTAL EXCHANGE, INC | $6,386 | $9,873 |
| INTERNATIONAL BUSINESS MACHINE | $4,823 | $4,150 |
| INTERNATIONAL PAPER CO | $3,107 | $4,245 |
| INTUIT | $2,254 | $4,584 |
| JD.COM, INC | $3,564 | $3,053 |
| JOHNSON & JOHNSON | $3,754 | $4,032 |
| JP MORGAN CHASE | $2,806 | $5,177 |
| KANSAS CITY SOUTHERN | $7,011 | $5,940 |
| KROGER CO | $2,373 | $6,212 |
| LABORATORY CORP AMER HLDGS | $3,445 | $4,493 |
| LOWES COMPANIES INC | $2,108 | $4,267 |
| LVMH MOET HENN UNSP | $2,871 | $3,040 |
| MAGNA INTERNATIONAL INC | $6,115 | $8,679 |
| MARATHON OIL CORP COM | $2,463 | $1,385 |
| MASTERCARD INC | $4,881 | $6,195 |
| MEDTRONIC PLC | $5,387 | $4,986 |
| MICROSOFT CORP | $2,713 | $6,214 |
| MITSUI & COMPANY, LTD. - ADR | $1,494 | $1,375 |
| MONSANTO CO | $2,761 | $3,156 |
| NASDAQ OMX GROUP | $2,599 | $5,370 |
| NORFOLK SOUTHERN CORP | $1,554 | $2,702 |
| ORACLE CORP | $5,365 | $6,152 |
| PALO ALTO NETWORKS INC | $3,843 | $2,501 |
| PARKER HANNIFIN CP | $3,074 | $3,500 |
| PAYPAL HOLDINGS, INC | $1,835 | $2,368 |
| PRAXAIR INC | $2,175 | $2,344 |
| PROCTER GAMBLE CO | $3,242 | $3,363 |
| QORVO INC | $3,845 | $2,637 |
| QUALCOMM INC | $3,701 | $3,912 |
| RAYTHEON CO | $3,501 | $8,519 |
| RESMED INC | $3,528 | $3,723 |
| SALESFORCE.COM | $3,374 | $5,477 |
| SAP AKTIENGESELL ADS | $3,193 | $3,457 |
| SASOL LTD | $2,945 | $2,001 |
| SCHLUMBERGER LTD | $3,471 | $4,198 |
| ST. JUDE MED INC | $3,104 | $4,010 |
| STARBUCKS CORP COM | $3,470 | $3,331 |
| STRYKER CORPORATION | $3,755 | $4,792 |
| SYSCO CORP | $1,594 | $2,769 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $4,568 | $7,763 |
| TARGET CORPORATION | $1,789 | $2,167 |
| TEVA PHARMACEUTICAL INDUSTRIES | $2,263 | $2,175 |
| THERMO FISHER SCIENTIFIC INC | $3,197 | $7,055 |
| UNDER ARMOUR INC CL A | $3,301 | $2,324 |
| UNILEVER N V N Y | $2,683 | $2,874 |
| UNION PACIFIC | $1,878 | $3,110 |
| UNITED TECHNOLOGIES CORP | $2,720 | $3,289 |
| V F CORP | $2,842 | $3,201 |
| WALT DISNEY HOLDINGS CO | $4,413 | $6,253 |
| WEIBO CORPORATION | $3,480 | $2,842 |
| WELLS FARGO & CO | $2,773 | $4,409 |
| WHIRLPOOL CORP | $3,790 | $3,635 |
| WYNDHAM WORLDWIDE | $3,100 | $3,055 |
| ZIMMER BIOMET HOLDINGS | $2,697 | $4,128 |
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 | $65 | $65 | |
| 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 | $5,912 | Amt |
| Net Investment Income | $5,912 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Excise Tax for 2015 | $310 | |
| Foreign Tax Paid | $217 | $217 |
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