BETA

PATEL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PATEL FAMILY FOUNDATION (EIN 20-4933895)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202601279349103515
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T16:58:19-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942425083PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LITTLE & COMPANY CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11294 KIFER RD STE 708AddressLine1Txt
CitySUNNYVALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94086ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204933895EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PATEL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATEBusinessNameControlTxt
Phone6504280817PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11404 OAK AVEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMIR PATELPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES COSSMONPreparerPersonNm
PTINP00042018PTIN
Phone4082453921PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$856,331FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,899ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$32,065InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32,065InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$439DividendsRevAndExpnssAmt
Dividends Net Invst Incm$439DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$724NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,516GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$724CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,127TotalRevAndExpnssAmt
Total Net Invst Incm$33,228TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,899AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,899AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,245OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,245OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$425TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$551OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$551OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,120TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,245TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$128,003ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$128,003ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$137,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,245TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$133,478TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$98,996ExcessRevenueOverExpensesAmt
Net Investment Income$29,983NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,587CashBOYAmt
Cash EOY$5,763CashEOYAmt
Cash EOYFMV$5,763CashEOYFMVAmt
US Government Obligations BOY$901,135USGovernmentObligationsBOYAmt
US Government Obligations EOY$811,343USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$844,081USGovtObligationsEOYFMVAmt
Other Investments BOY$2,867OtherInvestmentsBOYAmt
Other Investments EOY$6,487OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,487OtherInvestmentsEOYFMVAmt
Total Assets BOY$922,589TotalAssetsBOYAmt
Total Assets EOY$823,593TotalAssetsEOYAmt
Total Assets EOYFMV$856,331TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$922,589NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$823,593NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$922,589TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$823,593TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$922,589TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$823,593TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$922,589TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$98,996ExcessRevenueOverExpensesAmt
Subtotal$823,593SubtotalAmt
Tot Net Ast Or Fund Balances EOY$823,593TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
15,000 US TSY NOTEP2024-07-082025-09-11$15,094$14,965$129$129
50,000 US TSY NOTEP2024-07-082025-09-12$50,299$49,885$414$414
25,000 US TSY NOTEP2024-07-082025-11-13$25,123$24,942$181$181
FieldValueIRS element (for citing)
Capital Gain Net Income$724CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$417InvestmentIncomeExciseTaxAmt
Subtotal$417SubtotalAmt
Tax Based On Investment Income$417TaxBasedOnInvestmentIncomeAmt
Tax Due$417TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SAMIR PATELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6504280817PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11404 OAK AVENUEAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SAMIR A PATEL
1404 OAK AVELOS ALTOSCA94024Secretary0.00$0
KSHIPRA S PATEL
1404 OAK AVELOS ALTOSCA94024President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$914,621AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,079AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$929,700TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$929,700AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$915,754NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,788MinimumInvestmentReturnAmt
Tax Based On Investment Income$417TaxBasedOnInvestmentIncomeAmt
Total Tax$417TotalTaxAmt
Distributable Before Adj$45,371DistributableBeforeAdjAmt
Distributable Before Ded$45,371DistributableBeforeDedAmt
Distributable As Adjusted$45,371DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$133,478ExpensesAndContributionsAmt
Qualifying Distributions$133,478QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,371DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$118,559ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$64,983ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$78,656ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$262,198TotalExcessDistributionCyovAmt
Qualifying Distributions$133,478QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,371AppliedToCurrentYearAmt
Remaining Distri From Corpus$88,107RemainingDistriFromCorpusAmt
Total Corpus$350,305TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$350,305ExcessDistriCyovToNextYrAmt
Excess From Year4$118,559ExcessFromYear4Amt
Excess From Year3$64,983ExcessFromYear3Amt
Excess From Year1$78,656ExcessFromYear1Amt
Excess From Current Year$88,107ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSAMIR A PATELContributingManagerNm
Contributing ManagerKSHIPRA S PATELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
IIT BOMBAY HERITAGE FUND
21710 STEVENS CREEK BLVD SUITE 115CUPERTINOCA95014NonePFUnrestricted$41,500
BAY AREA VAISHNAVA YOUTH PARIVAR
25 CORNING AVENUEMILPITASCA95035NonePFUnrestricted$5,001
PRATHAM
5890 POINT WEST DRIVEHOUSTONTX77036NonePFUnrestricted$5,000
HUMAN SERVICE FOUNDATION
309 GOLDEN GRASS DRIVEALAMOCA94507NonePFUnrestricted$5,001
MUNI SEVA CHARITABLE FOUNDATION
1006 OLDE STERLING WAYDAYTONOH45459NonePFUnrestricted$51,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110NonePFUnrestricted$500
COMMUNITY SERVICES AGENCY
204 STIERLIN ROADMOUNTAIN VIEWCA94043NONEPFUnrestricted$1,000
A FUTURE FOR EVERY CHILD
1360 LA BELLA AVESUNNYVALECA94087NonePFUnrestricted$1,000
CALIFORNIA VIPASSANA CENTER
PO BOX 265COBBCA95426NonePFUnrestricted$2,501
EL CAMINO YMCA
2400 GRANT ROADMOUNTAIN VIEWCA94040NonePFUnrestricted$500
UC SANTA BARBARA FOUNDATION
PHELPS HALL SUITE 1110SANTA CLARACA93106NonePFUnrestricted$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$128,003TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$32,065ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$439ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$724ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,228ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,228TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,899Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,899DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$811,343USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$844,081USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item6486.74 FEDERATED HRMS USTRSY CSRS PRMCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$6,487BookValueAmt
EOYFMV$6,487EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICEDesc
Revenue And Expenses Per Books$551RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$551DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEECategoryTxt
Amt$3,245Amt
Net Investment Income$3,245NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL INCOME TAX$400
STATE FILING FEES$25$25

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