RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RANAE DESANTIS FOUNDATION (EIN 20-7114699)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-14
- IRS object ID
- 201512879349100706
- Schema version
- 2014v5.0
- 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
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-14T11:35:46-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | C/O 500 LA TERRAZA BLVD SUITE 150 | 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 | 2015-09-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $8,965,484 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $243,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $808,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $808,995 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $839 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,053,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,052,618 | 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 | $19,326 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,326 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $83 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $83 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,642 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,642 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65,372 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,419 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,419 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $665,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $964,195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $263,872 | CashBOYAmt |
| Cash EOY | $370,786 | CashEOYAmt |
| Cash EOYFMV | $370,786 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $521 | AcctRcvblBOYAmt |
| Other Investments BOY | $7,658,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,217,638 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,594,698 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,923,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,588,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,965,484 | 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 | $7,923,315 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,588,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,923,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,588,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,923,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,588,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,923,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $665,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,588,424 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,588,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| UBS-SEE ATTACHED STATEMENT | P | $54,260 | $54,260 | $54,260 | |||
| UBS-SEE ATTACHED STATEMENT | P | $282,027 | $282,027 | $282,027 | |||
| UBS-ADJUST BASIS LAZARD | P | -$62 | -$62 | $62 | |||
| 2000 SH LINKEDIN CORP | P | $445,530 | $445,009 | $445,009 | $521 | 2004-09-22 | 2014-11-18 |
| CAPITAL GAINS DIVIDENDS | P | $27,761 | $27,761 | $27,761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $808,995 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $148,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,167,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $133,483 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,143,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,032 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,067,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059516 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,281 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $411,079 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088258 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $378,761 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080708 | DistributionYr5Rt |
| Total Distribution | 0.270866 | TotalDistributionRt |
| Average Distribution | 0.054173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,684,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $470,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,642 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $480,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,419 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,914 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,914 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,630 | OverpaymentAmt |
| Applied To ES Tax | $14,630 | 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 | 500 LA TERRAZA BLVD SUITE 150 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOMI TAKAICHI LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 S BASCOM AVENUE SUITE 225 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $19,326 | CompensationAmt |
| 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 | $8,341,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $474,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,816,725 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,816,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,684,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,284 | TotalTaxAmt |
| Distributable Before Adj | $414,940 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $414,940 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $414,940 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,419 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,419 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $414,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $175,745 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,419 | QualifyingDistributionsAmt |
| Applied To Year1 | $175,745 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,674 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $290,266 | 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 (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| POPULATION CONNECTION | ||||||||
| 2120 L STREET NORTHWEST 500 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| SIERRA CLUB | ||||||||
| 85 SECOND STREET 2ND FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| SILICON VALLEY SOCIAL VENTURES | ||||||||
| PO BOX 1792 | LOS ALTOS | CA | 94023 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| WATER EDUCATION FOUNDATION | ||||||||
| 1401 21ST STREET SUITE 200 | SACRAMENTO | CA | 95811 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,500 | |
| HUMANE SOCIETY OF SILICON VALLEY | ||||||||
| 901 AMES AVE | MILPITAS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| LOS GATOS EDUCATION FOUNDATION | ||||||||
| 1710 ROBERTS ROAD | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| BIONEERS (COLLECTIVE HERITAGE INSTITUTE) | ||||||||
| 1014 TOMEY AVE | SAN FRANCISCO | CA | 94129 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER FREEWAY STE | IRVING | TX | 75062 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | 700 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | ||||||||
| 1220 L ST NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031306 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| SUSTAINABLE SILICON VALLEY | ||||||||
| 900 LAFAYETTE STREET SUITE 100 | SANTA CLARA | CA | 950520576 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| HUMANE FARMING ASSOCIATION | ||||||||
| 76 BELVEDERE ST D | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| GRADES OF GREEN | ||||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $17,500 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 111 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| HICALIBER HORSE RESCUE | ||||||||
| PO BOX 1588 | VALLEY CENTER | CA | 92082 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| THEATREWORKS | ||||||||
| 350 TWIN DOLPHIN DRIVE SUITE 127 | REDWOOD CITY | CA | 94065 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTIVE AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| PERFECT FIT EQUINE RESCUE | ||||||||
| 2000 BARRETT AVE | MORGAN HILL | CA | 95037 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| EQUINE RESCUE CENTER OF THE BAY AREA | ||||||||
| 34665 PANOCHE ROAD | PAICINES | CA | 95043 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| COMMONWEALTH CLUB | ||||||||
| 555 POST STREET | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| PERFECT FIT EQUINE RESCUE | ||||||||
| 2000 BARRETT AVE | MORGAN HILL | CA | 95037 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 | |
| HEIFER INTERNATIONAL | ||||||||
| 1899 L ST NW SUITE 325 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $40 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | SCHOOL | GENERAL FUND | $15,000 | |
| 350ORG | ||||||||
| 20 JAY STREET SUITE 732 | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| CLIMATE REALITY PROJECT (THE ALLIANCE FOR CLIMATE PROTECTION) | ||||||||
| 750 9TH STREET NW SUITE 520 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| NETWORK FOR GOOD | ||||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,790 | |
| WIKIMEDIA | ||||||||
| 149 NEW MONTGOMERY STREEET FLOOR 6 | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 600 | BELLMAWR | NJ | 080996002 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| GUIDESTAR USA | ||||||||
| 4801 COURTHOUSE STREET SUITE 220 | WILLIAMSBURG | VA | 23188 | NONE | PUBLIC CHARITY | GENERAL FUND | $349 | |
| ACTERRA | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 11625 RAINWATER DRIVE SUITE 500 | AIPHARETTA | GA | 30009 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| THE REPRESENTATION PROJECT | ||||||||
| 30 SIR FRANCIS DRAKE BLVD | SAN ANSELMO | CA | 94957 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 940325659 | NONE | SCHOOL | GENERAL FUND | $50 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | SCHOOL | GENRAL FUND | $300 | |
| ACTERRA | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | SCHOOL | GENERAL FUND | $150 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | SCHOOL | GENERAL FUND | $150 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | SCHOOL | GENERAL FUND | $5,745 | |
| NATIONAL CHRISTIAN FOUNDATION | ||||||||
| 11625 RAINWATER DRIVE SUITE 500 | AIPHARETTA | GA | 30009 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| ACTERRA | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 950325659 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 | |
| TRITON MUSEUM OF ART | ||||||||
| 1505 WARBURTON AVE | SANTA CLARA | CA | 95050 | NONE | PUBLIC CHARITY | GENERAL FUND | $495 | |
| ACTERRA | ||||||||
| 3921 E BAYSHORE RD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,200 | |
| GRADES OF GREEN | ||||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| 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 | $1,100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,419 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,582 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $808,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,053,428 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,053,428 | 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 CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $444,500 | FairMarketValueAmt |
| Received | 2014-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,326 | Amt |
| Net Investment Income | $19,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS/SECURITIES | AT COST | $8,205,233 | $8,582,293 |
| UNSETTLED TRADES | AT COST | $12,405 | $12,405 |
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 | $58,546 | $58,546 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $160 | $160 | $0 | $0 |
| MANAGEMENT FEES | $6,666 | $6,666 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MISCELLANEOUS RECEIPTS | $29 | $29 |
| PENALTY REFUND | $810 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $3,642 | Amt |
| Net Investment Income | $3,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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