RANAE DESANTIS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RANAE DESANTIS FOUNDATION (EIN 20-7114699)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-03
- IRS object ID
- 201443079349100309
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T12:40:09-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2105 S BASCOM AVE SUITE 225 | AddressLine1 |
| City | CAMPBELL | City |
| State | CA | State |
| ZIP Code | 95008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RANA | BusinessNameControlTxt |
| Phone | 8586736743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS STREET SUITE 7450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN RANAE DESANTIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8586736743 | PhoneNum |
| Signature | 2014-10-08 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,326,489 | 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 | $915 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,768 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,768 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,430,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,904,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,430,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,658,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,657,656 | 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 |
| Legal Fees Rev And Expnss | $160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $160 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,651 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,651 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $66,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,414 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,149 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,149 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,381,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,591,282 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $332,862 | CashBOYAmt |
| Cash EOY | $263,872 | CashEOYAmt |
| Cash EOYFMV | $263,872 | CashEOYFMVAmt |
| Acct Rcvbl | $521 | AcctRcvblAmt |
| Acct Rcvbl EOY | $521 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $521 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $6,209,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,658,922 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,062,096 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,542,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,923,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,326,489 | 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 | $6,542,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,923,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,542,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,923,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,542,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,923,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,542,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,381,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,923,315 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,923,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH 04290 STATEMENT ATTACHED | P | $33 | $34 | -$1 | -$1 | |
| MERRILL LYNCH 04290 STATEMENT ATTACHED | P | $12 | $11 | $1 | $1 | |
| MERRILL LYNCH 04291 STATEMENT ATTACHED | P | $75,726 | $71,861 | $3,865 | $3,865 | |
| MERRILL LYNCH 04291 STATEMENT ATTACHED | P | $83,475 | $75,491 | $7,984 | $7,984 | |
| MERRILL LYNCH 04292 STATEMENT ATTACHED | P | $27,324 | $22,021 | $5,303 | $5,303 | |
| MERRILL LYNCH 04292 STATEMENT ATTACHED | P | $74,367 | $53,430 | $20,937 | $20,937 | |
| MERRILL LYNCH 04293 STATEMENT ATTACHED | P | $2,364 | $2,703 | -$339 | -$339 | |
| MERRILL LYNCH 04293 STATEMENT ATTACHED | P | $32,735 | $31,453 | $1,282 | $1,282 | |
| MERRILL LYNCH 04294 STATEMENT ATTACHED | P | $42,514 | $40,109 | $2,405 | $2,405 | |
| MERRILL LYNCH 04294 STATEMENT ATTACHED | P | $13,782 | $13,610 | $172 | $172 | |
| MERRILL LYNCH 04295 STATEMENT ATTACHED | P | $422 | $540 | -$118 | -$118 | |
| MERRILL LYNCH 04295 STATEMENT ATTACHED | P | $15,028 | $9,806 | $5,222 | $5,222 | |
| MERRILL LYNCH 04296 STATEMENT ATTACHED | P | $5,160 | $6,301 | -$1,141 | -$1,141 | |
| MERRILL LYNCH 04296 STATEMENT ATTACHED | P | $41,188 | $32,945 | $8,243 | $8,243 | |
| MERRILL LYNCH 04298 STATEMENT ATTACHED | P | $14 | $13 | $1 | $1 | |
| MERRILL LYNCH 04298 STATEMENT ATTACHED | P | $53 | $47 | $6 | $6 | |
| MERRILL LYNCH 04520 STATEMENT ATTACHED | P | $37,370 | $34,201 | $3,169 | $3,169 | |
| MERRILL LYNCH 04521 STATEMENT ATTACHED | P | $10,976 | $10,014 | $962 | $962 | |
| MERRILL LYNCH 04522 STATEMENT ATTACHED | P | $20,450 | $19,469 | $981 | $981 | |
| UBS STATEMENT ATTACHED | P | $2,256,498 | $2,152,484 | $104,014 | $104,014 | |
| UBS STATEMENT ATTACHED | P | $2,274,169 | $1,896,133 | $378,036 | $378,036 | |
| 3500 SH LINKEDIN CORP | P | $876,101 | $915 | $875,186 | $875,186 | 2013-09-19 |
| BLACKROCK REMEDIATION | P | $14,533 | $14,533 | $14,533 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,430,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,143,853 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.021726 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $123,032 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,067,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059516 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,281 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $411,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088258 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,569 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $378,761 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080708 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,707 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $345,669 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068583 | DistributionYr5Rt |
| Total Distribution | 0.318791 | TotalDistributionRt |
| Average Distribution | 0.063758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,167,601 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $456,992 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,913 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $472,905 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,070 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,740 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $65,740 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33,914 | OverpaymentAmt |
| Applied To ES Tax | $33,914 | 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 | MERRILL LYNCH | IndividualWithBooksNm |
| Phone | 8586736743 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TRAVIS ST SUITE 7450 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77002 | ZIPCode |
| 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 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NOMI TAKAICHI LLP | |||||
| 2105 S BASCOM AVENUE SUITE 225 | CAMPBELL | CA | 95008 | ACCOUNTING | $15,651 |
| BERGER LEWIS ACCOUNTANCY CORPORATION | |||||
| 740 FRONT STREET SUITE 365 | SANTA CRUZ | CA | 95060 | ACCOUNTING | $5,000 |
| 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 | $6,701,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $575,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,276,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,276,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,167,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,826 | TotalTaxAmt |
| Distributable Before Adj | $326,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $326,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $326,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,739 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,739 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,739 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,739 | 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 | $175,745 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MONTALVO ARTS CENTER | |||||||
| 15400 MONTALVO ROAD | SARATOGA | CA | 95070 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GRADES OF GREEN | |||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $50 |
| NEW AMERICAN DREAM | |||||||
| 455 SECOND STREET SE SUITE 101 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CAMPAIGN FOR A COMMERCIAL-FREE CHILDHOOD | |||||||
| 89 SOUTH STREET STE 403 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| GRADES OF GREEN | |||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $11,000 |
| GRADES OF GREEN | |||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| ACTERA | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| ACTERA | |||||||
| 3921 EAST BAYSHORE ROAD | PALO ALTO | CA | 94303 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| HILLBROOK SCHOOL | |||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 95032 | NONE | CHURCH | GENERAL FUND | $2,620 |
| ALL ABOUT EQUINE | |||||||
| 2201 FRANCISCO DRIVE 140-174 | EL DORADO HILLS | CA | 95762 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,600 |
| THE TECH MUSEUM OF INNOVATION | |||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ECHO PARENTING | |||||||
| 1000 W SUNSET BLVD SUITE 201 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| HILLBROOK SCHOOL | |||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| BENETECH | |||||||
| 4880 S CALIFORNIA AVE 201 | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| GRADES OF GREEN | |||||||
| 420 27TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| HILLBROOK SCHOOL | |||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 95032 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,050 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| PLANNED PARENTHOOD FEDERATION AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| WATER EDUCATION FOUNDATION | |||||||
| 717 K STREET SUITE 317 | SACRAMENTO | CA | 95814 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CALIFORNIA THEATER CENTER | |||||||
| 753 EAST EL CAMINO REAL STE B | SUNNYVALE | CA | 94087 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| RAINFOREST ACTION NETWORK | |||||||
| 425 BUSH STREET STE 300 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| CENTER FOR SCIENCE IN THE PUBLIC INTEREST | |||||||
| 1220 L ST NW SUITE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,070 | 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 | $2,768 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,185 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,430,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,657,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,657,656 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN RANAE DESANTIS | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FORRESTER ROAD | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $871,710 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,500 SHARES LINKEDIN CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $871,710 | FairMarketValueAmt |
| Received | 2013-09-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,651 | Amt |
| Net Investment Income | $20,651 | 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 | $7,658,922 | BookValueAmt |
| EOYFMV | $8,062,096 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $160 | LegalFeesAmt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $40,586 | $40,586 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $1,563 | $1,563 | $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 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $3,414 | $3,414 | $0 | $0 |
| FEDERAL TAXES | $63,000 | $0 | $0 | $0 |
Comments