K2N2 FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- K2N2 FAMILY FOUNDATION (EIN 46-1375396)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202600939349100705
- Schema version
- 2025v4.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T08:15:53-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461375396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | K2N2 Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | K2N2 | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Siumui Lo | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,697,354 | 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 | $24,542 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,526 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,764 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,764 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $192 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $668,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $686,275 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,642,354 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $700,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $741,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,697,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $700,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $741,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $700,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $741,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $700,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $741,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $700,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $741,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $741,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $153,444 | GrossSalesPriceAmt |
| Cost Or Other Basis | $58,918 | CostOrOtherBasisAmt |
| Gain Or Loss | $94,526 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $94,526 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,369 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,369 | SubtotalAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,074 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,074 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $295 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Kowsik Guruswamy | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Siumui Lo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,493,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,538,700 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,538,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,515,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,369 | TotalTaxAmt |
| Distributable Before Adj | $74,412 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,412 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,412 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $76,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,668 | UndistributedIncomePYAmt |
| Qualifying Distributions | $76,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,668 | AppliedToYear1Amt |
| Applied To Current Year | $23,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $51,071 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kowsik Guruswamy | ContributingManagerNm |
| Contributing Manager | Siumui Lo | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 N MICHIGAN AVE STE 750 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $150 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 2290 N 1ST ST STE 101 | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $200 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $200 |
| ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $150 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS | SACRAMENTO | CA | 95833 | N/A | PC | General & Unrestricted | $200 |
| CANOPY | |||||||
| 3921 EAST BAYSHORE RD | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $26,000 |
| CHANNEL ISLANDS RESTORATION | |||||||
| PO BOX 40228 | SANTA BARBARA | CA | 93140 | N/A | PC | General & Unrestricted | $1,000 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN RD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | General & Unrestricted | $4,150 |
| EVANSTON-SKOKIE DISTRICT 65 EDUCATION FOUNDATION | |||||||
| PO BOX 750 | EVANSTON | IL | 60204 | N/A | PC | General & Unrestricted | $200 |
| FAMILY GIVING TREE | |||||||
| 280 MARTIN AVE STE 6 | SANTA CLARA | CA | 95050 | N/A | PC | General & Unrestricted | $500 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $250 |
| FOUNDATION FOR A COLLEGE EDUCATION | |||||||
| 687 BAY RD | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $500 |
| FRIENDS OF NATIONAL GUARD FAMILIES | |||||||
| 212 HUMPHREY ST | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $200 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | N/A | PC | General & Unrestricted | $150 |
| HOPES CORNER INC | |||||||
| 748 MERCY ST | MOUNTAIN VIEW | CA | 94041 | N/A | PC | General & Unrestricted | $1,200 |
| INATURALIST | |||||||
| PO BOX 150357 | SAN RAFAEL | CA | 94915 | N/A | PC | General & Unrestricted | $1,000 |
| LIVING CLASSROOM | |||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | N/A | PC | General & Unrestricted | $3,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1700 STADIUM WAY STE 100 | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $250 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $200 |
| MENTOR TUTOR CONNECTION | |||||||
| PO BOX 391268 | MOUNTAIN VIEW | CA | 94039 | N/A | PC | General & Unrestricted | $1,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $1,000 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 2040 | SANTA MONICA | CA | 90406 | N/A | PC | General & Unrestricted | $500 |
| NOURISHING HOPE | |||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $200 |
| OUTREACH WITH LACROSSE & SCHOOLS | |||||||
| 625 W ADAMS ST FL 19 | CHICAGO | IL | 60661 | N/A | PC | General & Unrestricted | $200 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $200 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $1,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | General & Unrestricted | $250 |
| SAVE THE REDWOODS LEAGUE | |||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $15,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $250 |
| STREET VENDORS ASSOCIATION OF CHICAGO | |||||||
| 2500 S DRAKE AVE STE 400R | CHICAGO | IL | 60623 | N/A | PC | General & Unrestricted | $400 |
| THE NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | N/A | PC | General & Unrestricted | $100 |
| THE RECYCLERY COLLECTIVE | |||||||
| 7628 N PAULINA ST | CHICAGO | IL | 60626 | N/A | PC | General & Unrestricted | $150 |
| UC SANTA BARBARA FOUNDATION | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | N/A | PC | Department of Statistics and Applied Probability fund | $5,000 |
| UC SANTA BARBARA FOUNDATION | |||||||
| 4219 CHEADLE HALL 4TH FL | SANTA BARBARA | CA | 93106 | N/A | PC | General & Unrestricted | $2,000 |
| UNITED STATES RUGBY FOUNDATION | |||||||
| 404 EUCLID AVE STE 302 | SAN DIEGO | CA | 92114 | N/A | PC | General & Unrestricted | $250 |
| UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $2,000 |
| YMCA OF SILICON VALLEY | |||||||
| 550 S WINCHESTER BLVD STE 250 | SAN JOSE | CA | 95128 | N/A | PC | General & Unrestricted | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,390 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $109,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,565 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Guruswamy Kowsik | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2557 Fairbrook Drive | AddressLine1Txt |
| City | Mountain View | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,542 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | BROADCOM INC AVGO, 23 sh. | $8,222 | 2025-11-05 |
| 1 | APPLE INC AAPL, 20 sh. | $5,386 | 2025-11-05 |
| 1 | NVIDIA CORP NVDA, 55 sh. | $10,934 | 2025-11-05 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $5,410 | $13,709 |
| ADOBE SYSTEMS, INC | $6,227 | $5,600 |
| ADVANCED MICRO DEVICES INC | $6,555 | $14,991 |
| ALPHABET INC CL A | $7,589 | $67,294 |
| AMAZON COM | $16,469 | $43,394 |
| AMGEN INC | $8,657 | $20,621 |
| AMPHENOL CORPORATION | $6,754 | $27,028 |
| ANALOG DEVICES INC | $6,044 | $20,340 |
| APPLE INC | $15,669 | $82,916 |
| APPLIED MATERIALS INC | $12,408 | $41,118 |
| BANK OF AMERICA CORP | $3,488 | $17,050 |
| BIOGEN INC | $7,388 | $5,104 |
| BLACKROCK INC | $8,058 | $19,266 |
| BOEING CO | $7,134 | $9,119 |
| BROADCOM INC | $14,389 | $107,636 |
| CANADIAN PACIFIC RAILWAY LTD | $4,653 | $8,836 |
| CAPITAL ONE FINANCIAL CORP | $10,225 | $16,723 |
| CATERPILLAR INC | $7,184 | $26,352 |
| CHECK POINT SOFTWARE TECHNOLOG | $5,924 | $8,536 |
| CHEVRON CORP | $5,447 | $7,621 |
| CHUBB LIMITED | $3,281 | $9,364 |
| CITIGROUP INC | $4,118 | $11,669 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $7,505 | $9,130 |
| CORTEVA INC | $3,099 | $6,033 |
| COSTCO WHOLESALE CORPORATION | $12,725 | $26,733 |
| CSX CORP | $5,307 | $14,138 |
| DEERE CO | $5,079 | $15,364 |
| DIAGEO PLC ADS | $3,507 | $2,588 |
| DOW INC | $3,723 | $1,870 |
| ELI LILLY & CO | $10,497 | $15,046 |
| EXXON MOBIL CORP | $5,768 | $12,034 |
| FREEPORT-MCMORAN COPPER & GOLD | $8,276 | $13,713 |
| GILEAD SCIENCES INC | $4,850 | $7,978 |
| GOLDMAN SACHS GROUP | $9,112 | $21,096 |
| HONEYWELL INTL | $7,695 | $10,145 |
| ILLINOIS TOOL WORKS | $8,062 | $12,315 |
| INTERCONTINENTAL EXCHANGE, INC | $6,386 | $15,386 |
| INTERNATIONAL BUSINESS MACHINE | $7,112 | $13,329 |
| INTUIT | $15,857 | $25,172 |
| INTUITIVE SURGICAL | $9,144 | $10,761 |
| ISHARES BARCLAYS TIPS BOND FUN | $21,278 | $18,685 |
| ISHARES BARCLAYS US AGGREGATE | $21,093 | $18,977 |
| JOHNSON & JOHNSON | $10,536 | $15,521 |
| JP MORGAN CHASE | $2,806 | $19,333 |
| L3HARRIS TECHNOLOGIES | $5,024 | $8,220 |
| LABCORP HLDGS INC (LABORATORY | $2,928 | $8,781 |
| LINDE PLC COM | $12,713 | $21,746 |
| LOCKHEED MARTIN CORP | $4,291 | $5,320 |
| LOWES COMPANIES INC | $6,363 | $17,846 |
| LVMH MOET HENN UNSP | $1,974 | $8,295 |
| MARTIN MARIETTA MATLS INC | $3,622 | $9,963 |
| MASTERCARD INC | $4,149 | $29,115 |
| MEDTRONIC PLC | $5,387 | $6,724 |
| MERCADOLIBRE, INC | $12,834 | $14,100 |
| META PLATFORMS INC | $3,758 | $16,502 |
| MICROSOFT CORP | $24,466 | $67,706 |
| MORGAN STANLEY | $4,722 | $6,214 |
| NASDAQ OMX GROUP | $1,625 | $14,570 |
| NORFOLK SOUTHERN CORP | $6,676 | $12,992 |
| NVIDIA CORP | $17,389 | $140,807 |
| ORACLE CORP | $4,694 | $27,287 |
| PALO ALTO NETWORKS INC | $11,423 | $11,052 |
| PARKER HANNIFIN CP | $3,074 | $21,974 |
| PAYPAL HOLDINGS, INC | $13,153 | $6,363 |
| PULTE GROUP INC | $5,214 | $15,244 |
| QORVO INC | $9,349 | $4,648 |
| RAYTHEON TECHNOLOGIES CORP | $7,293 | $22,008 |
| REGENERON PHARMACEUTICALS INC | $4,906 | $6,947 |
| RESMED INC | $2,646 | $10,839 |
| ROCKWELL AUTOMATION INC | $4,232 | $9,727 |
| SALESFORCE.COM | $12,378 | $13,510 |
| SAP AKTIENGESELL ADS | $4,996 | $12,146 |
| SHOPIFY INC | $4,721 | $8,853 |
| SOLSTICE ADVANCED MATERIALS IN | $1,874 | $632 |
| STARBUCKS CORP COM | $5,532 | $6,737 |
| STRYKER CORPORATION | $4,913 | $13,004 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $6,682 | $45,584 |
| THE MAGNUM ICE CREAM COMPANY | $1,284 | $349 |
| THERMO FISHER SCIENTIFIC INC | $15,512 | $17,384 |
| UNILEVER PLC AMER | $5,312 | $6,344 |
| UNION PACIFIC | $7,381 | $12,954 |
| VALERO ENERGY CORP | $6,355 | $16,279 |
| VANGUARD SHORT TERM CORPORATE | $18,804 | $19,135 |
| VANGUARD TOTAL BOND MARKET ETF | $18,736 | $19,258 |
| VEEVA SYSTEMS INC | $6,300 | $8,260 |
| WALT DISNEY HOLDINGS CO | $9,760 | $10,239 |
| WELLS FARGO & CO | $4,349 | $12,116 |
| ZIMMER BIOMET HOLDINGS | $4,993 | $4,946 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $6,284 | $6,284 | |
| Bank Charges | $14 | $14 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $15,764 | Amt |
| Net Investment Income | $15,764 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $1,000 | |
| 990-PF Extension for 2024 | $700 | |
| Foreign Tax Paid | $192 | $192 |
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