RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RANAE DESANTIS FOUNDATION (EIN 20-7114699)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-20
- IRS object ID
- 201732939349100108
- 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 Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-20T15:18:13-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770356600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOMI TAKAICHI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 S BASCOM AVE SUITE 225 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207114699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANAE DESANTIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANA | BusinessNameControlTxt |
| Phone | 8582631647 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8582631647 | PhoneNum |
| Signature | 2017-10-04 | 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 | 2017-10-04 | IPDt |
| IP Tm | 14:23:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D486F19E7407117F9912B4F85E3D16F81C1EE9AD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D486F19E7407117F9912B4F85E3D16F81C1EE9AD | 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 | $9,776,996 | 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 | $523 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $219,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,021 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $623,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,424,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $623,565 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $843,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $842,619 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,827 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,827 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,762 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $98,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $326,499 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,499 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,499 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $391,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $725,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $362,385 | CashBOYAmt |
| Cash EOY | $388,969 | CashEOYAmt |
| Cash EOYFMV | $388,969 | CashEOYFMVAmt |
| Acct Rcvbl | $1,079 | AcctRcvblAmt |
| Acct Rcvbl BOY | $20 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,079 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,079 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $8,024,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,389,091 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,386,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,387,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,779,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,776,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,387,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,779,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,387,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,779,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,387,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,779,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,387,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $391,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,779,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,779,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS-SEE ATTACHED | P | $1,303,654 | $1,265,653 | $38,001 | $38,001 |
| UBS-SEE ATTACHED | P | $3,115,656 | $2,535,664 | $579,992 | $579,992 |
| CAPITAL GAINS DIVIDENDS | P | $5,572 | $5,572 | $5,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $623,565 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $291,120 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,394,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034679 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $300,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,684,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034593 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $148,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,167,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $133,483 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,143,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,032 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,067,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059516 | DistributionYr5Rt |
| Total Distribution | 0.171172 | TotalDistributionRt |
| Average Distribution | 0.034234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,279,036 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $317,659 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,258 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $324,917 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $326,499 | 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 | $7,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,050 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,050 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,792 | OverpaymentAmt |
| Applied To ES Tax | $3,792 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIM WINTER STEWARD FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 8582631647 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 N BROADWAY | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STEWARD FAMILY OFFICE | |||||
| 228 N BROADWAY | ESCONDIDO | CA | 92025 | MANAGEMENT | $20,000 |
| NOMI TAKAICHI LLP | |||||
| 2105 S BASCOM AVENUE SUITE 225 | CAMPBELL | CA | 95008 | ACCOUNTING | $15,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,018,371 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,420,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,420,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,279,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $463,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $463,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,258 | TotalTaxAmt |
| Distributable Before Adj | $456,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $456,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $456,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,499 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $326,499 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,258 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $319,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $456,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $416,107 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,499 | QualifyingDistributionsAmt |
| Applied To Year1 | $326,499 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $89,608 | Taxable2Amt |
| Undistributed Income CY | $456,694 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN RANAE DESANTIS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTERRA | |||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,500 |
| ALLOWANCE FOR GOOD | |||||||
| 922 DAVIS STREET | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST NUTRITION ACTION | |||||||
| 1220 L STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| COLORADO FEEDLOT HORSES CORP | |||||||
| 18288 W 58TH PLACE APT 11 | GOLDEN | CO | 80403 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,073 |
| COMMERCIAL FREE CHILDHOOD | |||||||
| 89 SOUTH ST STE 403 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,300 |
| EQUINE ASSISTANCE PROJECT INC | |||||||
| 178 YOSEMITE ROAD | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| EQUINE RESCUE CENTER AND SANCTUARY | |||||||
| 34565 PANOCHE ROAD | PAICINES | CA | 95043 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,600 |
| GLOBALGIVING FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,310 |
| GRADES OF GREEN | |||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| GREEN FOOTHILLS FOUNDATION | |||||||
| 3921 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| HILLBROOK SCHOOL | |||||||
| 300 MARCHMONT DRIVE | LOS ALTOS | CA | 95032 | NONE | SCHOOL | GENERAL FUND | $37,856 |
| HUMANE FARMING ASSOCIATION | |||||||
| 76 BELVEDERE ST D | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| HUMANE SOCIETY OF SILICON VALLEY | |||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| IN DEFENSE OF ANIMALS | |||||||
| 3010 KERNER BLVD | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,160 |
| LOS GATOS EDUCATION FOUNDATION | |||||||
| 17010 ROBERTS ROAD | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| LOS GATOS MUSEUM ASSOCIATION | |||||||
| PO BOX 1904 | LOS GATOS | CA | 95031 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MONTALVO ASSOCIATION | |||||||
| 15400 MONTALVO ROAD | SARATOGA | CA | 95071 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 11625 RAINWATER DRIVE SUITE 500 | AIPHARETTA | CA | 30009 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 |
| POPULATION CONNECTION | |||||||
| 2120 L STREET NORTHWEST 500 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| SIERRA CLUB | |||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| SILICON VALLEY SOCIAL VENTURES | |||||||
| PO BOX 1792 | LOS ALTOS | CA | 94023 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| THE RAINFOREST ALLIANCE | |||||||
| 233 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| THE STORY OF STUFF PROJECT | |||||||
| 1442 A WALNUT STREET 272 | BERKELEY | CA | 94709 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| TREES FOR THE FUTURE | |||||||
| 1400 SPRING STREET SUITE 150 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,700 |
| WATER EDUCATION FOUNDATION | |||||||
| 1401 21ST STREET SUITE 200 | SACRAMENTO | CA | 62500 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| WIKIMEDIA | |||||||
| 149 NEW MONTGOMERY STREET FLOOR 6 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| YOUTH SCIENCE INSTITUTE | |||||||
| 296 GARDEN HILL DRIVE | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,499 | 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 | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,021 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $623,565 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $842,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $842,619 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FOUNDATION IS A NONOPERATING FOUNDATION AND HAS NO ACTIVITIES OTHER |
| 4 | THAN INVESTMENT INCOME EARNED ON VARIOUS ASSETS. SUCH FUNDS ARE |
| 8 | FOR THE SOLE PURPOSE OF MAKING DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS UNDER IRC SECTION 501(C)(3). |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
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 | ANN RANAE DESANTIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $523 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,000 SHARES LINKEDIN CORPORATIO | NoncashPropertyDesc |
| Fair Market Value | $386,820 | 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 | $15,827 | Amt |
| Net Investment Income | $15,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,389,091 | BookValueAmt |
| EOYFMV | $9,386,948 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $77,734 | $77,734 | $0 | $0 |
| MISCELLANEOUS FEES | $528 | $528 | $0 | $0 |
| MANAGEMENT FEES | $20,000 | $20,000 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $2,752 | $2,752 | $0 | $0 |
| STATE TAX | $10 | $10 | $0 | $0 |
| FEDERAL TAX | $7,807 | $0 | $0 | $0 |
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