DESANTIS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DESANTIS FOUNDATION (EIN 45-6718443)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-28
- IRS object ID
- 201711189349100806
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-28T11:37:39-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456718443 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DESANTIS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEWARD FAMILY OFFICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESA | 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 | ROBERT J DESANTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8582631647 | PhoneNum |
| Signature | 2017-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M SUSAN TAKAICHI CPA | PreparerPersonNm |
| PTIN | P00367815 | 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 | 50.247.116.73 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-17 | IPDt |
| IP Tm | 12:28:39 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D18BE4E7112DA231EAB414898DB6CFF165D1DF92 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D18BE4E7112DA231EAB414898DB6CFF165D1DF92 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,227,943 | 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 | $1,307 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $987,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,087,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $987,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,009,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,008,426 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,217 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,217 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,836 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $720,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $976,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,589 | CashBOYAmt |
| Cash EOY | $41,156 | CashEOYAmt |
| Cash EOYFMV | $41,156 | CashEOYFMVAmt |
| Other Investments BOY | $1,398,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,112,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,184,971 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $948 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,816 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,816 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,435,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,155,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,227,943 | 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 | $1,435,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,155,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,435,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,155,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,435,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,155,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,435,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $720,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,155,803 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,155,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 470 SH ISHARES CORE S&P 500 ETF | P | 2015-04-16 | 2016-03-24 | $95,646 | $99,555 | -$3,909 | -$3,909 |
| 2626.05 SH JPMORGAN INCOME BUILDER | P | 2015-04-16 | 2016-01-08 | $25,000 | $27,619 | -$2,619 | -$2,619 |
| 2522.704 SH JPMORGAN INCOME BUILDER | P | 2015-11-20 | 2016-06-06 | $24,899 | $25,075 | -$176 | -$176 |
| 7.469 SH DOUBLE LINE TOTAL RETURN | P | 2013-12-31 | 2016-04-25 | $81 | $81 | $0 | $0 |
| 130.653 SH DOUBLE LINE TOTAL RETURN | P | 2015-02-24 | 2016-04-25 | $1,419 | $1,444 | -$25 | -$25 |
| 459.137 SH DOUBLE LINE TOTAL RETURN | P | 2015-02-24 | 2016-05-11 | $5,000 | $5,073 | -$73 | -$73 |
| 456.621 SH DOUBLE LINE TOTAL RETURN | P | 2015-02-24 | 2016-07-29 | $5,000 | $5,046 | -$46 | -$46 |
| 1216.032 SH DOUBLE LINE TOTAL RETURN | P | 2015-02-24 | 2016-12-27 | $12,890 | $12,890 | $0 | $0 |
| 670.76 SH DOUBLE LINE TOTAL RETURN | P | 2015-11-19 | 2016-12-27 | $7,110 | $7,110 | $0 | $0 |
| 80 SH ISHARES CORE S&P MIDCAP | P | 2012-05-09 | 2016-03-28 | $11,328 | $7,682 | $3,646 | $3,646 |
| 205 SH ISHARES CORE S&P MIDCAP | P | 2012-05-09 | 2016-06-27 | $28,835 | $19,686 | $9,149 | $9,149 |
| 150 SH ISHARE CORE S&P MIDCAP | P | 2013-03-07 | 2016-06-27 | $21,099 | $16,795 | $4,304 | $4,304 |
| 75 SH ISHARE CORE S&P MIDCAP | P | 2015-02-24 | 2016-04-06 | $10,718 | $11,364 | -$646 | -$646 |
| 533 SH ISHARES CORE S&P 5OO ETF | P | 2013-03-07 | 2016-01-26 | $101,669 | $82,895 | $18,774 | $18,774 |
| 322 SH ISHARES CORE S&P 500 ETF | P | 2013-10-11 | 2016-01-26 | $61,421 | $55,060 | $6,361 | $6,361 |
| 195 SH ISHARES CORE S&P 500 ETF | P | 2015-01-08 | 2016-01-26 | $37,196 | $40,390 | -$3,194 | -$3,194 |
| 135 SH ISHARES CORE S&P 500 ETF | P | 2015-01-08 | 2016-02-03 | $25,506 | $27,962 | -$2,456 | -$2,456 |
| 20 SH ISHARES CORE S&P 500 ETF | P | 2015-01-08 | 2016-03-24 | $4,070 | $4,143 | -$73 | -$73 |
| 35 SH ISHARES CORE S&P 500 ETF | P | 2015-01-08 | 2016-03-28 | $7,162 | $7,250 | -$88 | -$88 |
| 375 SH ISHARES MSCI EAFE ETF | P | 2012-05-08 | 2016-02-24 | $19,865 | $19,217 | $648 | $648 |
| 175 SH ISHARES MSCI EAFE ETF | P | 2012-05-09 | 2016-03-28 | $9,921 | $8,968 | $953 | $953 |
| 145 SH ISHARES MSCI EAFE ETT | P | 2012-05-09 | 2016-06-06 | $8,563 | $7,431 | $1,132 | $1,132 |
| 675 SH ISHARES MSCI EAFE ETF | P | 2013-03-07 | 2016-06-06 | $39,861 | $39,993 | -$132 | -$132 |
| 30 SH ISHARES MSCI EAFE ETF | P | 2013-10-11 | 2016-06-06 | $1,772 | $1,930 | -$158 | -$158 |
| 80 SH ISHARES RUSSELL 2000 ETF | P | 2012-05-09 | 2016-03-28 | $8,617 | $6,292 | $2,325 | $2,325 |
| 155.72 SH JPMORGAN INCOME BUILDER | P | 2015-04-16 | 2016-06-16 | $1,537 | $1,638 | -$101 | -$101 |
| 126.689 SH PIMCO INCOME FUND | P | 2015-02-24 | 2016-04-25 | $1,500 | $1,563 | -$63 | -$63 |
| 421.23 SH PIMCO INCOME FUND | P | 2015-02-24 | 2016-05-11 | $5,000 | $5,198 | -$198 | -$198 |
| 417.362 SH PIMCO INCOME FUND | P | 2015-02-24 | 2016-07-29 | $5,000 | $5,150 | -$150 | -$150 |
| 1315.021 SH PIMCO INCOME FUND | P | 2015-02-24 | 2016-12-27 | $15,820 | $15,820 | $0 | $0 |
| 347.489 SH PIMCO INCOME FUND | P | 2015-11-19 | 2016-12-27 | $4,180 | $4,180 | $0 | $0 |
| 100 SH VANGUARD FTSE EMERGING MKT | P | 2012-05-09 | 2016-03-28 | $3,384 | $4,062 | -$678 | -$678 |
| 170 SH VANGUARD FTSE EMERGING MKT | P | 2012-05-09 | 2016-06-06 | $5,923 | $6,905 | -$982 | -$982 |
| 454 SH VANGUARD FTSE EMERGING MKT | P | 2013-03-07 | 2016-06-06 | $15,819 | $19,989 | -$4,170 | -$4,170 |
| 96 SH VANGUARD FTSE EMERGING MKT | P | 2013-10-11 | 2016-06-06 | $3,345 | $4,039 | -$694 | -$694 |
| 3000 SH TWITTER | P | 2015-12-21 | 2016-09-27 | $70,648 | $67,082 | $3,566 | $3,566 |
| 3000 SH TWITTER | P | 2015-12-22 | 2016-09-27 | $70,648 | $67,651 | $2,997 | $2,997 |
| 2000 SH TWITTER | P | 2016-01-08 | 2016-09-27 | $47,098 | $40,315 | $6,783 | $6,783 |
| 2000 SH TWITTER | P | 2016-02-03 | 2016-09-27 | $47,098 | $33,100 | $13,998 | $13,998 |
| 2000 SH TWITTER | P | 2015-08-04 | 2016-09-27 | $117,746 | $148,041 | -$30,295 | -$30,295 |
| 5000 SH TWITTER | P | 2015-08-04 | 2016-09-27 | $58,873 | $69,525 | -$10,652 | -$10,652 |
| 2000 SH TWITTER | P | 2015-08-25 | 2016-09-27 | $47,098 | $51,172 | -$4,074 | -$4,074 |
| 500 SH TWITTER | P | 2015-08-26 | 2016-09-27 | $11,775 | $12,339 | -$564 | -$564 |
| 5000 SH LINKEDIN | P | 2004-09-22 | 2016-12-08 | $980,000 | $1,307 | $978,693 | $978,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $987,113 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $239,168 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,566,772 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152650 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,235,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,623 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,172,280 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069628 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,612 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,101,265 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036878 | DistributionYr4Rt |
| Total Distribution | 0.342983 | TotalDistributionRt |
| Average Distribution | 0.085746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,487,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,761 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,820 | 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 | $9,761 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,761 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,608 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,608 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,847 | OverpaymentAmt |
| Applied To ES Tax | $12,847 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWARD FAMILY OFFICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | ROBERT J DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16511 TOPPING WAY | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95302 | 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 | $8,217 |
| 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 | $1,448,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,510,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,510,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,487,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,761 | TotalTaxAmt |
| Distributable Before Adj | $64,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,761 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $230,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,693 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $249,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,186 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $424,728 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $424,728 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,953 | ExcessFromYear4Amt |
| Excess From Year3 | $23,333 | ExcessFromYear3Amt |
| Excess From Year2 | $52,563 | ExcessFromYear2Amt |
| Excess From Year1 | $163,693 | ExcessFromYear1Amt |
| Excess From Current Year | $175,186 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J DESANTIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NETWORK FOR GOOD | ||||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $100 | |
| SOUTHERN CALIFORNIA GOLF FOUNDATION | ||||||||
| 10101 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GEREAL FUNDGENERAL FUNDGEMERAL FUND | $9,300 | |
| SQUAW ALPINE FOUNDATION | ||||||||
| PO BOX 2194 | OLYMPIC VALLEY | CA | 96146 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| ROBERT F KENNEDY CENTER FOR JUSTICE AND HUMAN RIGHTS | ||||||||
| 1300 19TH STREET NW SUITE 750 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $18,400 | |
| TORRANCE MEMORIAL MEDICAL CENTER HEALTH CARE FOUNDATION | ||||||||
| 3330 LOMITA BLVD WEST TOWER 4TH | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | FLOOR |
| UNIVERSITY OF RHODE ISLAND FOUNDATION | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,100 | |
| THE HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 95032 | NONE | SCHOOL | GENERAL FUND | $159,500 | |
| AMERICAN MARTYRS CATHOLIC COMMUNITY | ||||||||
| 624 15TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,920 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 650 TOWN CENTER DRIVE SUITE 810 | COSTA MESA | CA | 92626 | NONE | PUBLIC CHARITY | GENERAL FUND | $21,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,820 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,308 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $987,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,008,426 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,008,426 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4 | THE FOUNDATION GRANTS FUNDS TO VARIOUS CHARITIES FROM FUNDS RECEIVED |
| 5,8 | FROM INVESTMENTS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J DESANTIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16511 TOPPING WAY | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,307 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5000 SHARES LINKEDIN CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $962,075 | FairMarketValueAmt |
| Received | 2016-09-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,217 | Amt |
| Net Investment Income | $8,217 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $590,058 | $589,500 |
| EQUITIES-UBS 13747 | AT COST | $1,172,773 | $1,206,321 |
| EQUITIES-UBS 20628 | AT COST | $350,000 | $389,150 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED DIVIDEND | $947 | $1,814 | $1,814 |
| ACCRUED INTEREST | $1 | $2 | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $60 | $60 | $0 |
| BROKERAGE FEES | $3,776 | $3,776 | $0 |
| MANAGEMENT FEES | $20,000 | $20,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX ESTIMATES | $17,000 | $0 | $0 |
| FOREIGN TAX | $302 | $302 | $0 |
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