2016-05-16T11:07:01-07:00 2015-12-31 Little & Company CPAS 1294 Kifer Rd Ste 708 Sunnyvale CA 940865314 990PF 2015-01-01 204933895 THE PATEL FAMILY FOUNDATION PATE 6504280817 1404 OAK AVE LOS ALTOS CA 94024 SAMIR PATEL Secretary 2016-05-16 true CHARLES COSSMON P00042018 4082453921 2015 2016-09-27 15:27:22Z X 621957 X X 49 48 1 15273 15273 -4881 116701 46 46 10487 15367 1 2238 2238 4535 4535 25 25 479 479 1347 21 1326 8624 4581 4043 34077 34077 42701 4581 38120 -32214 10786 1 401455 25321 25321 139696 483548 596636 7 541158 508869 621957 0 X 541158 508869 541158 508869 541158 508869 541158 -32214 508944 75 508869 MORGAN STANLEY ST GAIN/LOSS - ATTACHED P 2015-01-01 2015-12-31 102407 113058 -10651 -10651 MORGAN STANLEY LT GAIN/LOSS - ATTACHED P 2008-01-01 2015-12-31 14171 8520 5651 5651 KKR & CO. L.P - ST GAIN/LOSS P 2015-01-01 2015-12-31 4 -4 -4 KKR & CO. L.P - LT GAIN/LOSS P 2014-01-01 2015-12-31 34 34 34 Capital Gain Dividends 89 -4881 false 35444 647035 0.05478 36550 654532 0.05584 26257 634558 0.04138 26476 711007 0.03724 30295 732625 0.04135 0.230586 0.046117 629538 29032 108 29140 38120 X 108 108 108 108 false false false false false false false false true true CA true false false false false true N/A SAMIR PATEL 6504280817 1404 OAK AVENUE LOS ALTOS CA 94024 false false false false false false false false false false false false false false false false false false false false false false false false false false SAMIR A PATEL 1404 OAK AVE LOS ALTOS CA 94024 Secretary 0.00 0 KSHIPRA S PATEL 1404 OAK AVE LOS ALTOS CA 94024 President 0.00 0 NONE NONE 593935 45190 0 639125 0 639125 9587 629538 31477 31477 108 108 31369 31369 31369 38120 38120 108 38012 31369 24342 38120 24342 0 13778 17591 SAMIR A PATEL KSHIPRA S PATEL X IIT BOMBAY HERITAGE FUND 21710 STEVENS CREEK BLVD SUITE 115 CUPERTINO CA 95014 None N/A Unrestricted 5000 INDIA COMMUNITY CENTER 525 LOS COCHES ST MILPITAS CA 95035 None N/A Unrestricted 60 PRATHAM 5890 POINT WEST DRIVE HOUSTON TX 77036 None N/A Unrestricted 5000 MVLA HIGH SCHOOL FOUNDATION POBOX 1146 LOS ALTOS CA 94023 None N/A Unrestricted 500 CHINMAYA MISSION SAN JOSE 1050 PARL AVENUE SAN JOSE CA 95126 None N/A Unrestricted 3000 MUNI SEVA CHARITABLE FOUNDATION 2001 TREMONT DRIVE DOVER OH 44622 None N/A Unrestricted 5052 AMIGOS DE LAS AMERICAS 5618 STAR LANE HOUSTON TX 77057 NONE N/A Unrestricted 500 DIRECT RELIEF INTERNATIONAL 27 S LA PATERA LANE SANTA BARBARA CA 93117 None N/A Unrestricted 5000 UC BERKELEY FOUNDATION 2080 ADDISON STREET 4200 BERKELEY CA 94720 None N/A Unrestricted 2500 SILICON VALLEY FACES 777 N FIRST STREET SUITE 220 SAN JOSE CA 95112 None N/A Unrestricted 2000 INDIA LITERACY PROJECT PO BOX 361143 MILPITAS CA 95035 None N/A Unrestricted 500 NETWORK FOR GOOD 1140 CONNECTICUT AVENUE NW STE 700 WASHINGTON DC 20036 None N/A Unrestricted 1000 SANKARA EYE FOUNDATION 1900 MCCARTHY BLVD 302 MILPITAS CA 95035 None N/A Unresticted 1000 SECOND HARVEST FOOD 750 CURTNER AVENUE SAN JOSE CA 95125 None N/A Unrestricted 1000 THE MOZILLA FOUNDATION 1981 LANDINGS DRIVE BLDG K MOUNTAIN VIEW CA 94043 None N/A Unrestricted 10 GLOBALGIVING 1110 VERMONT AVENUE NW SUITE 550 WASHINGTON DC 20005 None N/A Unrestricted 1955 34077 1 49 1 15273 1 46 1 -4881 10487 10487 false false false false false false false false false false ACCOUNTING 2238 0 0 2238 3450 SH GENERAL ELEC CO COM STK 54439 107468 650 SH JOHNSON & JOHNSON COM 39875 66768 2150 SH PFIZER INC COM 36863 69402 100 SH ABBOTT LABORATORIES 4482 4491 100 SH ADIDAS AG 4902 4851 50 SH ALIBABA GROUP HLDG LTD 4307 4064 15 SH ALPHABET INC CL C 7850 11383 100 SH AMER INTL GP INC NEW 5610 6197 50 SH AMERICAN EXPRESS CO 4638 3478 50 SH ANHEUSER BUSCH INBEV SA SPON 5578 6250 50 SH APPLE INC 5448 5263 200 SH BANK OF AMERICA CORP 3569 3366 75 SH BERKSHIRE HATHAWAY CL-B NEW 11184 9903 150 SH CARNIVAL CP NEW PAIRED COM 6828 8172 100 SH CBS CORP NEW CL B SHIRS 5478 4713 150 SH COCA COLA CO 6306 6444 50 SH DIAGEO PLC SPON ADR NEW 5605 5454 200 SH DOW CHEMICAL CO 9111 10296 100 SH EBAY INC 2203 2748 50 SH FACEBOOK INC 3910 5233 50 SH FEDEX CORP 8623 7450 750 SH FIAT CHRYSLER AUTOMOBILES NV 9499 10493 50 SH GOLDMAN SACHS GRP INC 9694 9012 200 SH GRUPO TELEVISA S.A. GLOBAL DEP 6624 5442 150 SH HALLIBURTON CO 5912 5106 50 SH HITACHI 10 COM NEW ADR 3733 2835 200 SH HONDA MOTOR COMPANY LTD ADR 5919 6386 50 SH HONEYWELL INTERNATIONAL INC 5003 5179 50 SH ICICI BANK LTD 514 392 50 SH INTL BUSINESS MACHINES CORP 8095 6881 100 SH JPMORGAN CHASE & CO 6249 6603 150 SH KKR & CO LP 3421 2339 50 SH LOWES COMPANIES INC 3380 3802 100 SH LULULEMON ATHLETICA INC 4615 5247 100 SH MC DONALDS CORP 9331 11814 100 SH MERCK & CO INC NEW COM 5716 5282 150 SH MICROSOFT CORP 6992 8332 200 SH NOVARTIS AG ADR 17720 17208 100 SH ORACLE CORP 4436 3653 100 SH PAYPAL HLDGS INC COM 3406 3620 100 SH PHILIP MORRIS INTL INC 8093 8791 100 SH PHILLIPS 66 COM 7234 8180 100 SH PNC FINL SVCS GP 9066 9531 150 SH RESTAURANT BRANDS INTL INC COM 5877 5604 100 SH ROYAL DUTCH SHELL PLC 4495 4579 50 SH SCHLUMBERGER LTD 4198 3488 50 SH SIEMENS AKTIENGESELLSCHAFT 5639 4809 300 SH SOFTBANK CORP UNSPONS ADR 8946 7556 200 SH SONY CORP ADR 1974 NEW 4111 4922 100 SH STATE STREET CORP 7821 6636 350 SH SUNCOR ENERGY INC NEW COM 9841 9030 100 SH TARGET CORPORATION 7525 7261 150 SH TEVA PHARMACEUTICALS ADR 9171 9846 50 SH TIME WARNER INC NEW 4243 3234 100 SH UNILEVER NV NY SH NEW 3869 4332 50 SH UNION PACIFIC CORP 5923 3910 100 SH WALGREENS BOOTS ALLIIANCE INC 7566 8516 50 SH WALT DISNEY CO HLDG CO 4679 5254 150 SH WELLS FARGO & CO NEW 8183 8154 ROUNDING 17 federal income tax 75 IDC 13 13 INVESTMENT EXPENSES 7 7 POSTAGE EXPENSE 30 30 RENT FOR PUBLIC EVENT 216 216 ROYALTY EXPENSES 1 1 SPECIAL EVENT EXPENSE 1080 1080 Other Investment Income 46 46 ADVISORY FEE 4535 4535 0 0 FOREIGN TAX 469 469 STATE FILING FEES 10 10