BREZZO FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BREZZO FAMILY FOUNDATION (EIN 26-0442202)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202411219349102211
- Schema version
- 2023v5.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T17:58:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 W SAN FERNANDO ST STE 500 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260442202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREZZO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREZ | BusinessNameControlTxt |
| Phone | 4152693784 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 UPPER FREMONT DR | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLEY BREZZO | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4152693784 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARLEY | PersonFirstNm |
| Person Last | BREZZO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | LEENA GUPTA CPA | PreparerPersonNm |
| PTIN | P01228597 | PTIN |
| Phone | 4082006400 | PhoneNum |
| Preparation | 2024-04-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,363,659 | 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 | $225,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,071 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,499 | 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 |
| Legal Fees Rev And Expnss | $2,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $225 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,025 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $315 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,835 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $221,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $221,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,771 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $832,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $847,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $847,397 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,919,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,916,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,895 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $963,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,013,262 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,138,992 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,062 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,375 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,375 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,719,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,781,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,363,659 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $3,150 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,150 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,719,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,778,323 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,719,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,778,323 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,719,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,781,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,719,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,771 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,778,323 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,778,323 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 393 SHS BANK OF AMERICA CORP | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1980-09-30 | AcquiredDt |
| Sold | 2023-11-06 | SoldDt |
| Gross Sales Price | $11,053 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,982 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,071 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,071 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $858 | TaxDueAmt |
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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4152693784 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 UPPER FREMONT DR | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94901 | 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 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BONNIE BREZZO | ||||||||
| 7290 VIA BREZZO | SAN JOSE | CA | 95120 | CFO | 2.00 | $0 | $0 | $0 |
| MARLEY BREZZO | ||||||||
| 75 UPPER FREMONT DR | SAN RAFAEL | CA | 94901 | CEO | 2.00 | $0 | $0 | $0 |
| PIETRO BREZZO | ||||||||
| 7290 VIA BREZZO | SAN JOSE | CA | 95120 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,629,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $851,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,480,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,480,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,213 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,443,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $846 | TotalTaxAmt |
| Distributable Before Adj | $121,337 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,337 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,337 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $226,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,337 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $221,377 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $221,377 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,503 | 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 | $115,834 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEARCH BRIGHT FOCUS FOUDNATION | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | TO SUPPORT CHARITABLE RESEARCH ACTIVITIES | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 6704 | HAGGERSTOWN | MD | 21741 | NONE | PC | TO SUPPORT CANCER FIGHTING ACTIVITIES | $7,500 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | NONE | PC | TO SUPPORT EDUCATIONAL CHARITABLE ACTIVITIES | $6,618 |
| CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL | |||||||
| PO BOX 7010 | OAKLAND | CA | 94601 | NONE | PC | TO SUPPORT EDUCATIONAL CHARITABLE ACTIVITIES | $15,000 |
| CYSTIC FIBROSIS RESEARCH INC | |||||||
| 1731 EMBARCADERO ROAD SUITE 210 | PALO ALTO | CA | 94303 | NONE | PC | TO SUPPORT RESEARCH ACTIVITY | $5,000 |
| FAMILY SUPPORTIVE HOUSING | |||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | NONE | PC | TO SUPPORT FAMILY SHELTER SERVICES | $20,000 |
| FIRST COMMUNITY HOUSING | |||||||
| 75 E SANTA CLARA ST UNIT 1300 | SAN JOSE | CA | 95113 | NONE | PC | TO SUPPORT LOW INCOME HOUSING ACTIVITY | $25,000 |
| GIRL SCOUTS OF NORTHERN CALIFORNIA | |||||||
| 1650 HARBOR BAY PARKWAY SUITE 100 | ALAMEDA | CA | 94502 | NONE | PC | TO SUPPORT EDUCATIONAL ACTIVITIES | $7,500 |
| GOOD KARMA BIKES | |||||||
| 460 LINCOLN AVE SUITE 25 | SAN JOSE | CA | 95126 | NONE | PC | TO SUPPORT COMMUNITY THROUGH BIKES | $10,000 |
| JW HOUSE | |||||||
| 4010 MOORPARK AVE SUITE 201 | SAN JOSE | CA | 95117 | NONE | PC | TO SUPPORT MEDICAL CARE ACTIVITIES | $10,000 |
| KQED | |||||||
| PO BOX 5003 | HAGGERSTOWN | MD | 21741 | NONE | PC | TO SUPPORT PUBLIC RADIO STATION | $5,000 |
| ROTARY CLUB OF SAN JOSE FOUNDATION | |||||||
| 1690 SENTER ROAD | SAN JOSE | CA | 95112 | NONE | PC | TO SUPPORT ACTIVITIES TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE | $20,000 |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | NONE | PC | TO SUPPORT FOOD SERVICES TO THE COMMUNITY | $20,000 |
| SF LGBT CENTER | |||||||
| 1800 MARKET ST | SAN FRANCISCO | CA | 94102 | NONE | PC | TO SUPPORT THE NEEDS OF THE LGBTQ COMMUNITY | $5,000 |
| SILICON VALLEY MONTEREY BAY COUNCIL (BOYSCOUTS) | |||||||
| 970 W JULIAN ST | SAN JOSE | CA | 95126 | NONE | PC | TO SUPPORT EDUCATIONAL ACTIVITIES | $7,500 |
| VETERANS CONNECTION | |||||||
| 1769 HILLSDALE AVE 24881 | SAN JOSE | CA | 95154 | NONE | PC | TO SUPPORT VETERAN SERVICES | $12,500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | TO SUPPORT CHARITABLE ACTIVITIES TO PROTECT THE LANDS AND WATERS | $5,000 |
| VIBRANT EMOTIONAL HEALTH (SUICIDE HOTLINE) | |||||||
| 50 BROADWAY FLOOR 19 | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT CHARITABLE ACTIVITIES FOR EMOTIONAL CARE | $5,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT CHARITABLE FOOD SERVICES | $10,000 |
| CANCER CARE POINT | |||||||
| 2505 SAMARITAN DR SUITE 402 | SAN JOSE | CA | 95124 | PC | TO SUPPORT CANCER CARE SERVICES | $10,377 | |
| DURANGO TRAILS | |||||||
| PO BOX 3868 | DURANGO | CO | 91302 | PC | TO SUPPORT THE COMMUNITY SERVICE | $5,000 | |
| CHILD ADVOCATES | |||||||
| BUILDING 2 509 VALLEY WAY | MILPITAS | CA | 95035 | PC | TO SUPPORT CHILD CARE SERVICES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $221,995 | 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 | $45 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,071 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,499 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,499 | 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 | BONNIE BREZZO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 944 WILLOW GLEN WAY | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $225,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $315 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,835 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SVB FINANCIAL GROUP - 560 SHARES | $128,671 | $19 |
| SVB FINANCIAL GROUP - 500 SHARES | $153,660 | $17 |
| SVB FINANCIAL GROUP - 1,400 SHARES | $353,290 | $46 |
| SVB FINANCIAL GROUP - 1,550 SHARES | $333,359 | $51 |
| SVB FINANCIAL GROUP - 49 SHARES | $9,422 | $2 |
| SVB FINANCIAL GROUP - 300 SHARES | $106,554 | $10 |
| SVB FINANCIAL GROUP - 900 SHARES | $284,553 | $30 |
| 500 SHARES TESLA | $546,930 | $372,720 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2280 SHS SPDR S&P 500 ETF TRUST (SPY) | AT COST | $963,571 | $1,083,707 |
| 135 SHS INVESCO QQQ TRUST | AT COST | $49,691 | $55,285 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $2,250 | LegalFeesAmt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $4,062 | BOYBookValueAmt |
| EOY Book Value | $4,375 | EOYBookValueAmt |
| EOYFMV | $4,375 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $25 | $0 | $25 |
| BANK FEE | $102 | $102 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $206 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments