2017-06-27T12:09:28-07:00 2016-12-31 Little & Company CPAS 1294 Kifer Rd Ste 708 Sunnyvale CA 940865314 990PF 2016-01-01 204933895 THE PATEL FAMILY FOUNDATION PATE 6504280817 1404 OAK AVE LOS ALTOS CA 94024 SAMIR PATEL Secretary 2017-06-27 true CHARLES COSSMON P00042018 4082453921 2016 2017-02-10 21:41:12Z X 651611 X X 13 13 16366 16366 26155 153330 26155 25 25 42559 42559 2459 2459 6155 6155 33 33 707 707 1257 5 1252 10611 6193 4418 28032 28032 38643 6193 32450 3916 36366 25321 27326 27326 483548 485349 624285 508869 512675 651611 0 X 508869 512675 508869 512675 508869 512675 508869 3916 512785 110 512675 KKR & CO. L.P - ST GAIN/LOSS P 2016-01-01 2016-12-31 2 -2 -2 KKR & CO. 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GLOBAL DEP 150 SH HALLIBURTON CO 5912 8114 50 SH HITACHI 10 COM NEW ADR 200 SH HONDA MOTOR COMPANY LTD ADR 50 SH HONEYWELL INTERNATIONAL INC 4976 5793 50 SH ICICI BANK LTD 514 375 50 SH INTL BUSINESS MACHINES CORP 8095 8300 100 SH JPMORGAN CHASE & CO 6249 8629 150 SH KKR & CO LP 50 SH LOWES COMPANIES INC 3380 3556 100 SH LULULEMON ATHLETICA INC 4615 6499 100 SH MC DONALDS CORP 9331 12172 100 SH MERCK & CO INC NEW COM 5716 5887 150 SH MICROSOFT CORP 6992 9321 200 SH NOVARTIS AG ADR 100 SH ORACLE CORP 100 SH PAYPAL HLDGS INC COM 100 SH PHILIP MORRIS INTL INC 8093 9149 100 SH PHILLIPS 66 COM 7234 8641 100 SH PNC FINL SVCS GP 9066 11696 150 SH RESTAURANT BRANDS INTL INC COM 5877 7149 250 SH ROYAL DUTCH SHELL PLC 10782 13595 100 SH SCHLUMBERGER LTD 7813 8395 50 SH SIEMENS AKTIENGESELLSCHAFT 5639 6121 300 SH SOFTBANK CORP UNSPONS ADR 200 SH SONY CORP ADR 1974 NEW 4111 5606 100 SH STATE STREET CORP 500 SH SUNCOR ENERGY INC NEW COM 12682 16345 100 SH TARGET CORPORATION 7525 7223 150 SH TEVA PHARMACEUTICALS ADR 9171 5438 50 SH TIME WARNER INC NEW 4243 4827 100 SH UNILEVER NV NY SH NEW 3869 4106 50 SH UNION PACIFIC CORP 5923 5184 100 SH WALGREENS BOOTS ALLIIANCE INC 7566 8276 50 SH WALT DISNEY CO HLDG CO 4679 5211 150 SH WELLS FARGO & CO NEW 8183 8267 ROUNDING 8 300 SH AIRBUS GROUP 4438 4926 300 SH AMERICA MOVIL SA DE CV ADR 3749 3771 75 SH FERRARI N V 3431 4375 350 SH HSBC HOLDINGS PLC 11366 14063 100 SH LVMH MOET HENNESSY LOUIS VUITT 3369 3800 50 SH PALO ALTO NETWORKS INC 6935 6253 400 SH SANOFI ADR 15477 16176 50 SH SAP AG 3940 4322 250 SH VODAFONE GROUP PLC 7195 6108 federal income tax 108 rounding 2 FILING FEE 20 20 IDC 1 1 INVESTMENT EXPENSES 3 3 RENT FOR PUBLIC EVENT 216 216 ROYALTY EXPENSES 1 1 SPECIAL EVENT EXPENSE 1016 1016 Other Investment Income 25 25 ADVISORY FEE 6155 6155 0 0 FOREIGN TAX 697 697 STATE FILING FEES 10 10