SIRIWAN SINGHASIRI AND KENNETH LIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIRIWAN SINGHASIRI AND KENNETH LIN FOUNDATION (EIN 85-4367685)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202543049349100734
- Schema version
- 2024v5.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T18:45:07-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262246506 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APERCEN PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PL DR 1730 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 854367685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIRIWAN SINGHASIRI AND KENNETH LIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIRI | BusinessNameControlTxt |
| Phone | 6508047100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM VAN LOBEN SELS | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 6508047100 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 6508047100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $184,786,397 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,586,864 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,769,939 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,778,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,383,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,293,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,338,614 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,740,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,117,139 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $97,038 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $48,519 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,574 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $382,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $257,433 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $125,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $395,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,483 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $878,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $387,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,444,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,535,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,322,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $387,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,709,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,418,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,729,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $881 | CashBOYAmt |
| Cash EOY | $8,658 | CashEOYAmt |
| Cash EOYFMV | $8,658 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,498,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,226,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,226,566 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $897 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $117,969,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $126,515,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,515,422 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,612,656 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,255,760 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,255,760 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,619,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,779,991 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,779,991 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $163,701,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,786,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,786,397 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,527 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,617 | AccountsPayableEOYAmt |
| Grants Payable BOY | $186,068 | GrantsPayableBOYAmt |
| Grants Payable EOY | $95,303 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,131,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $966,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,332,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,080,920 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $162,368,982 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $183,705,477 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,368,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,705,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $163,701,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $184,786,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,368,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,418,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $187,787,293 | SubtotalAmt |
| Other Decreases | $4,081,816 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,705,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $34,293,680 | $5,899,761 | $28,393,919 | $28,393,919 | |||
| ALTERNATIVE INVESTMENTS | $55,305 | -$55,305 | -$55,305 | P | 2024-01-01 | 2024-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,338,614 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $454,943 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $454,943 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $454,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $436,783 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $476,783 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,840 | OverpaymentAmt |
| Applied To ES Tax | $21,840 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | APERCEN PARTNERS LLC | IndividualWithBooksNm |
| Phone | 6508047100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH LIN | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | CO-PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| SIRIWAN SINGHASIRI | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | CO-PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| TOM VAN LOBEN SELS | ||||||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | ASSISTANT SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | |||||
| 383 MADISON AVE | NEW YORK | NY | 10179 | INVESTMENT MANAGEMENT | $382,433 |
| APERCEN PARTNERS LLC | |||||
| 314 LYTTON AVE | PALO ALTO | CA | 94301 | ACCOUNTING & CONSULTING | $72,672 |
| 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 | $143,627,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,211,867 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,863,897 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $172,702,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $172,702,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,590,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,112,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,505,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,505,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $454,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $454,943 | TotalTaxAmt |
| Distributable Before Adj | $8,050,671 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $897 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,051,568 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,051,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,709,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,709,944 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,051,568 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,411,229 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,709,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,411,229 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,715 | 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 | $7,752,853 | 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 | KENNETH LIN | ContributingManagerNm |
| Contributing Manager | SIRIWAN SINGHASIRI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY OF FINANCE NEVADA | ||||||
| 4291 PENNWOOD AVE | LAS VEGAS | NV | 89102 | PC | GENERAL SUPPORT | $25,000 |
| BOYS & GIRLS CLUBS OF SOUTHERN NEVADA | ||||||
| 2850 LINDELL RD | LAS VEGAS | NV | 89146 | PC | GENERAL SUPPORT | $500,000 |
| CENTER FOR DISASTER PHILANTHROPY INC | ||||||
| ONE THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | PC | THE CDP ISRAEL AND GAZA RELIEF & RECOVERY FUND | $500,000 |
| CLARK COUNTY PUBLIC EDUCATION FOUNDATION INC | ||||||
| PO BOX 19419 | LAS VEGAS | NV | 89132 | PC | THE PEF TEACHER SUPERSTORE, TEACHER FASTTRACK AND SCHOLARSHIPS PLUS | $750,000 |
| COMMUNITIES IN SCHOOLS OF NEVADA | ||||||
| 2080 E FLAMINGO RD STE 225 | LAS VEGAS | NV | 89119 | PC | SOUTHERN NEVADA OPERATIONS | $750,000 |
| DIVERTING HATE INC | ||||||
| 829 9TH ST NE | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $50,000 |
| FIRST NV | ||||||
| 2620 GOLFSIDE DR | LAS VEGAS | NV | 89134 | PC | PREK-12 STEAM EDUCATIONAL PROGRAMS | $100,000 |
| FULFILLMENT FUND LAS VEGAS | ||||||
| 3850 ANNIE OAKLEY DR | LAS VEGAS | NV | 89121 | PC | PROGRAMMATIC SUPPORT | $100,000 |
| HELEN KELLER INTERNATIONAL | ||||||
| ONE DAG HAMMARSKJOLD PLAZA FL 2 | NEW YORK | NY | 10017 | PC | PROGRAMS IN SOUTHEAST ASIA | $250,000 |
| KUKIO HOOMANA FUND | ||||||
| PO BOX 5380 | KAILUA | HI | 96745 | PC | TUITION FUND | $100,000 |
| MALARIA CONSORTIUM US INC | ||||||
| PO BOX 6334 | HERMITAGE | PA | 16148 | PC | DISEASE PREVENTION IN CAMBODIA | $250,000 |
| OAKLAND PROMISE | ||||||
| 484 9TH ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $500,000 |
| OPPORTUNITY 180 | ||||||
| 11035 LAVENDER HILL DR 160-180 | LAS VEGAS | NV | 89135 | PC | DESIGN TO EDRUPT COHORTS | $150,000 |
| PROJECT ALIANZA | ||||||
| 50 MILK ST 16TH FL | BOSTON | MA | 02109 | PC | ANGO: OFFLINE LITERACY APP | $100,000 |
| REDWOOD DAY SCHOOL | ||||||
| 3245 SHEFFIELD AVE | OAKLAND | CA | 94602 | PC | GENERAL SUPPORT | $40,000 |
| SHE-CAN GLOBAL INC | ||||||
| PO BOX 876 | MILL VALLEY | CA | 94942 | PC | IMPACT LEADERSHIP INITIATIVE | $250,000 |
| TEACHAAPI | ||||||
| 3019 WILSHIRE BLVD PMB 230 | SANTA MONICA | CA | 90403 | PC | TAP NEVADA EXPANSION | $120,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | PC | OBAMA LEADERS PROGRAM | $500,000 |
| UNITED STATES FUND FOR UNICEF | ||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | PC | HUMANITARIAN RELIEF IN GAZA | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,535,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,769,939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,383,784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,153,723 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,153,723 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | SIRIWAN SINGHASIRI AND KENNETH LIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 LYTTON AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,586,864 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $16,586,864 | FairMarketValueAmt |
| Received | 2024-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $97,038 | Amt |
| Net Investment Income | $48,519 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,574 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $622,192 | $622,192 |
| PIMCO INCOME FUND INSTITUTIONAL CLASS | $865,328 | $865,328 |
| SIX CIRCLES CREDIT OPPORTUNITIES FUND | $4,172,192 | $4,172,192 |
| SIX CIRCLES GLOBAL BOND FUND | $14,212,650 | $14,212,650 |
| SIX CIRCLES ULTRA SHORT DURATION FUND | $834,321 | $834,321 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1,804,389 | $1,804,389 |
| VANGUARD LONG-TERM TREASURY ETF | $1,764,392 | $1,764,392 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,897,570 | $1,897,570 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF | $2,483,052 | $2,483,052 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF | $9,599,674 | $9,599,674 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $30,565,738 | $30,565,738 |
| FIDELITY INTERNATIONAL INDEX FUND | $5,680,280 | $5,680,280 |
| INTUIT INC | $56,870,451 | $56,870,451 |
| JPMORGAN BETABUILDERS CANADA ETF | $2,187,655 | $2,187,655 |
| JPMORGAN BETABUILDERS DEV ASIA EX-JAPAN ETF | $1,659,791 | $1,659,791 |
| JPMORGAN BETABUILDERS EUROPE ETF | $1,658,166 | $1,658,166 |
| JPMORGAN BETABUILDERS JAPAN ETF | $3,259,588 | $3,259,588 |
| RISING TEAM INC | $200,000 | $200,000 |
| SIX CIRCLES INTERNATIONAL UNCONSTRAINED EQUITY FUND | $7,447,548 | $7,447,548 |
| SIX CIRCLES US UNCONSTRAINED EQUITY FUND | $12,974,225 | $12,974,225 |
| VANGUARD S&P 500 ETF | $4,011,980 | $4,011,980 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | FMV | $96,322 | $96,322 |
| GOLD HOUSE VENTURES FUND I LP | FMV | $708,470 | $708,470 |
| HYPHEN CAPITAL I LP | FMV | $297,137 | $297,137 |
| SLAUSON & CO FUND I LP | FMV | $678,062 | $678,062 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,081,816 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | $0 | $81,483 | $0 |
| GRANTEE RELATIONS | $3,120 | $0 | $3,120 |
| LICENSES AND FEES | $450 | $0 | $250 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $123,000 | $18,000 |
| DEFERRED TAX LIABILITY | $1,008,000 | $948,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADVISORY FEES | $125,000 | $0 | $125,000 |
| INVESTMENT MANAGEMENT FEES | $257,433 | $257,433 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $395,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |