RADHEYA: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RADHEYA (EIN 45-3981050)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-24
- IRS object ID
- 201640849349100204
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-24T14:10:39-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET SUITE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453981050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GUHA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUHA | BusinessNameControlTxt |
| Phone | 6509651729 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12977 CORTEZ LANE | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAMANATHAN GUHA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6509651729 | PhoneNum |
| Signature | 2016-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAMIE CHEW GUPTA | PreparerPersonNm |
| PTIN | P00773559 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,728,317 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $388,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $388,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$243,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,163,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $388,408 | 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 | $13,152 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,576 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,576 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,107 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,841 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,661,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,661,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,844,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,674,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,698,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $595,100 | CashBOYAmt |
| Cash EOY | $4,731,042 | CashEOYAmt |
| Cash EOYFMV | $4,731,042 | CashEOYFMVAmt |
| Other Investments BOY | $14,846,809 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,024,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,997,275 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,441,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,755,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,728,317 | 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 | $15,441,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,755,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,441,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,755,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,441,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,755,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,441,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,698,699 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,026 | OtherIncreasesAmt |
| Subtotal | $12,755,236 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,755,236 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MS #880046 | P | $3,159,789 | $3,150,903 | $8,886 | $8,886 |
| MS #881046 | P | $5,379,824 | $5,663,521 | -$283,697 | -$283,697 |
| MS #880046 | P | $677,095 | $633,256 | $43,839 | $43,839 |
| MS #881046 | P | $3,722,719 | $4,270,593 | -$547,874 | -$547,874 |
| MS #963560 | P | $1,113,672 | $845,442 | $268,230 | $268,230 |
| MS #963560 | P | $1,106,397 | $843,060 | $263,337 | $263,337 |
| CAPITAL GAIN DISTRIBUTION | P | $4,179 | $4,179 | $4,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$243,100 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$270,632 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $344,969 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,742,866 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $309,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,249,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037509 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,633 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,646,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028315 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $93,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.086428 | TotalDistributionRt |
| Average Distribution | 0.021607 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,373,064 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $332,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,627 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $334,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,674,392 | 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 | $2,627 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,627 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,627 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $63 | EsPenaltyAmt |
| Tax Due | $2,690 | TaxDueAmt |
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 |
| Individual With Books | RAMANATHAN GUHA | IndividualWithBooksNm |
| Phone | 6509651729 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12977 CORTEZ LANE | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RAMANATHAN GUHA | ||||||||
| 12977 CORTEZ LANE | LOS ALTOS HILLS | CA | 94022 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ASHA GUHA | ||||||||
| 12977 CORTEZ LANE | LOS ALTOS HILLS | CA | 94022 | SECRETARY, TREASURER & DIR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $14,249,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,358,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,607,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,607,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $234,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,373,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $768,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $768,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,627 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,627 | TotalTaxAmt |
| Distributable Before Adj | $766,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $766,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $766,026 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,674,392 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,674,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,627 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,671,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $766,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $579,439 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,674,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $579,439 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $766,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,328,927 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,328,927 | 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 | $1,328,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,328,927 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CASTILLEJA SCHOOL | |||||||||
| 1310 BRYANT STREET | PALO ALTO | CA | 94301 | PUBLIC CHARITY | TO SUPPORT YOUNG WOMEN TO BE SELF-DIRECTED LEARNERS AND INDEPENDENT LEADERS. | $5,000 | |||
| HINDU COMMUNITY AND CULTURAL CENTER (HCCC) | |||||||||
| 1232 ARROWHEAD AVENUE | LIVERMORE | CA | 94551 | PUBLIC CHARITY | PLAN AND ORGANIZE VARIOUS HINDU RELIGIOUS ACTIVITIES | $20,166 | |||
| PALO ALTO PARTNERS IN EDUCATION | |||||||||
| PO BOX 1557 | PALO ALTO | CA | 94302 | PUBLIC CHARITY | PIE RAISES MONEY TO HELP ALL PAUSD STUDENTS REACH THEIR FULLEST INTELLECTUAL, SOCIAL, AND CREATIVE POTENTIAL. | $10,000 | |||
| STANFORD UNIVERSITY | |||||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | PUBLIC CHARITY | TO SUPPORT UNIVERSITY OPERATIONS | $10,000 | |||
| VEDIC EDUCATION AND DEVOTIONAL ACADEMY (VEDA) | |||||||||
| 475 LOS COCHES STREET | MILPITAS | CA | 95035 | PUBLIC CHARITY | PLAN AND ORGANIZE VARIOUS HINDU RELIGIOUS ACTIVITIES | $25,000 | |||
| FOOTHILL DE ANZA FOUNDATION | |||||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 94022 | PUBLIC CHARITY | FOOTHILL-DE ANZA FOUNDATION SUPPORTS EDUCATION BY RAISING MONEY FOR SUPPLIES, STIPENDS, INTERNSHIPS AND SCHOLARSHIPS. | $1,000 | |||
| HINDU TEMPLE AND COMMUNITY CENTER SOUTH BAY | |||||||||
| PO BOX 730188 | SAN JOSE | CA | 95173 | PUBLIC CHARITY | PLAN AND ORGANIZE VARIOUS HINDU RELIGIOUS ACTIVITIES. | $10,000 | |||
| CANCER INSTITUTE (WIA) FOUNDATION INC | |||||||||
| 7625 WESTHILL LANE | CUPERTINO | CA | 95014 | PUBLIC CHARITY | TO SUPPORT FREE CANCER CARE TO THE POOR. | $3,000 | |||
| FRIENDS OF THE PALO ALTO JUNIOR MUSEUM & ZOO - SCIENCE OUTREACH PROGRAM | |||||||||
| 1451 MIDDLEFIELD ROAD | PALO ALTO | CA | 94301 | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES AT THE CASTRO ELEMENTARY SCHOOOL'S BEYOND THE BELL PROGRAM. | $5,000 | |||
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||||
| 2440 WEST EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PUBLIC CHARITY | TO RAISE AWARENESS AND MONEY FOR HUNDREDS OF NONPROFIT ORGANIZATIONS. | $10,000 | |||
| TEEN SUCCESS INC | |||||||||
| 576 VALLEY WAY | MILPITAS | CA | 95035 | PUBLIC CHARITY | TO ENCOURAGE AND ENSURE THAT TEEN MOTHERS GRADUATE FROM HIGH SCHOOL AND PURSUE EDUCATION. | $2,000 | |||
| SANKRITILAYA | |||||||||
| 1232 ARROWHEAD AVENUE | CUPERTINO | CA | 95014 | PUBLIC CHARITY | TO PROMOTE INDIAN CLASSICAL MUSIC AND DANCE ART FORMS IN NORTH AMERICA | $5,000 | |||
| SANKARA EYE FOUNDATION USA | |||||||||
| 1900 MCCARTHY BLVD SUITE 302 | MILPITAS | CA | 95035 | PUBLIC CHARITY | SANKARA EYE FOUNDATION RAISES MONEY TO HELP PROVIDE FREE EYE CARE COST TO THE NEEDY. | $50,000 | |||
| GUNN HIGH SCHOOL | |||||||||
| 780 ARASTRADERO ROAD | PALO ALTO | CA | 94306 | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES | $5,000 | |||
| TIRUMALA TIRUPATI DEVASTHANAMS | |||||||||
| PUBLIC CHARITY | PLAN AND ORGANIZE VARIOUS HINDU RELIGIOUS ACTIVITIES | $2,500,000 | KT ROAD TIRUPATI 517 501 | ANDHRA PRADESH | IN | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,661,166 | 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 | $84 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $388,324 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$243,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,308 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,308 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,152 | Amt |
| Net Investment Income | $6,576 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,576 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,024,194 | BookValueAmt |
| EOYFMV | $9,997,275 | 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 |
|---|---|---|---|---|
| REGISTRY OF CHARITABLE TRUSTS | $150 | $0 | $0 | $150 |
| NGO CERTIFICATE | $1,000 | $500 | $0 | $500 |
| P.O. BOX | $490 | $490 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRECONTRIBUTION GAIN | Desc |
| Amt | $12,026 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $112,107 | $112,107 | $0 | $0 |
| AUDIT FEES | $12,000 | $6,000 | $0 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXS | $43,932 | $0 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $10 | $0 | $0 |
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