JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349106266
- Schema version
- 2021v4.2
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:21:01-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770051130 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABBOTT STRINGHAM & LYNCH | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S BASCOM AVE STE 105 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943288290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET DE CARLI CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 4082572100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21710 STEVENS CREEK BLVD 200 | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH TERSINI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4082572100 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | TERSINI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK L BOITANO | PreparerPersonNm |
| PTIN | P00058069 | PTIN |
| Phone | 4083778700 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $456,503 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,062 | 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 |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $326 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,840 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,430 | CashBOYAmt |
| Cash EOY | $3,927 | CashEOYAmt |
| Cash EOYFMV | $3,927 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,603 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $962 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $962 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $404,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $393,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $451,614 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $408,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $456,503 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $762 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $762 | 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 | $408,526 | RetainedEarningBOYAmt |
| Retained Earning EOY | $397,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $408,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $397,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $408,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $397,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $408,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,840 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $400,686 | SubtotalAmt |
| Other Decreases | $3,456 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $397,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #8286 ST CAP GAINS | P | 2021-01-01 | 2021-12-31 | $29,208 | $25,750 | $3,458 | $3,458 |
| UBS #8286 LT CAP GAINS | P | 2020-01-01 | 2021-12-31 | $4,510 | $3,920 | $590 | $590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,048 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | 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 | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $825 | OverpaymentAmt |
| Applied To ES Tax | $825 | 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 | 0 | 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 |
| Individual With Books | KENNETH TERSINI | IndividualWithBooksNm |
| Phone | 4082572100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21710 STEVENS CREEK BLVD SUITE 200 | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | 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 |
|---|---|---|---|---|---|---|---|---|
| JANET DE CARLI | ||||||||
| 11640 REGNART CANYON DR | CUPERTINO | CA | 95014 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KENNETH TERSINI | ||||||||
| 21710 STEVENS CREEK BLVD | CUPERTINO | CA | 95014 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRUCE POWELL | ||||||||
| PO BOX 922 | CUPERTINO | CA | 95015 | TREASURER | 0.00 | $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 | $417,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $419,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $419,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $413,343 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135 | TotalTaxAmt |
| Distributable Before Adj | $20,532 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,532 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,532 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,532 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,532 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,203 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $302 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,667 | ExcessFromYear4Amt |
| Excess From Year3 | $13,075 | ExcessFromYear3Amt |
| Excess From Year1 | $7,159 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH TERSINI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH TERSINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21710 STEVENS CREEK BLVD | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082572100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM, INCLUDING ANY BROCHURES AND PROGRAMS REGARDING INSTITUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE JAZZ | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 W SANTA CLARA ST | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501 (C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT AND PRESERVATION OF JAZZ MUSIC | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | 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 | $6,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,048 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,062 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT ACCOUNTS |
| 8 | INVESTMENT STOCKS |
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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)92) AND REG. 53,4942(A)-3(D)(2). THE FOUNDATION HEREBY ELECTS TO TREATCURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED___________________________TITLE_____________________________ | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4208 SH WELLS FARGO COMMON | $193,320 | $201,900 |
| 78 ABB LTD SPON ADR | $2,092 | $2,977 |
| 9 ADOBE INC (DELAWARE) | $4,234 | $5,104 |
| 40 ADVANCED MICRO DEVICES INC | $3,485 | $5,756 |
| 19 ALIBABA GROUP HLDG LTD SPON ADR | $5,280 | $2,257 |
| 2 ALPHABET INC CL A | $3,467 | $5,794 |
| 4 AMAZON COM INC | $12,884 | $13,337 |
| 26 ANHEUSER BUSCH INBEV SPON ADR | $1,733 | $1,574 |
| 101 APPLE INC | $11,921 | $17,935 |
| 9 ASML HLDG NV SPON ADR | $3,841 | $7,165 |
| 446 BANCO SANTANDER S A SPON ADR | $1,304 | $1,467 |
| 61 BHP GROUP PLC SPON ADR | $2,879 | $3,646 |
| 79 BNP PARIBAS SA ADR | $2,076 | $2,748 |
| 59 BOSTON SCIENTIFIC CORP | $1,979 | $2,506 |
| 52 BP PLC SPON ADR | $1,074 | $1,385 |
| 3 BROADCOM INC | $1,677 | $1,996 |
| 44 CAPITAL ONE FINCL CORP | $4,014 | $6,384 |
| 15 CATERPILLAR INC | $2,630 | $3,101 |
| 26 CONOCOPHILLIPS | $1,047 | $1,877 |
| 10 COSTCO WHOLESALE CORP | $3,845 | $5,677 |
| 12 CROWN CASTLE INTL CORP REIT | $2,006 | $2,505 |
| 6 DOCUSIGN INC | $1,594 | $914 |
| 47 EDWARDS LIFESCIENCES CORP | $4,041 | $6,089 |
| 14 META PLATFORMS INC CL A | $3,869 | $4,709 |
| 96 FANUC CORP ADR | $2,370 | $2,044 |
| 6 GOLDMAN SACHS GROUP INC | $1,420 | $2,295 |
| 167 ING GROEP N V NL SPON ADR | $1,666 | $2,325 |
| 104 INTESA SANPAOLO SPON ADR | $1,441 | $1,625 |
| 2 INTUIT | $1,261 | $1,286 |
| 12 INTUITIVE SURGICAL INC NEW | $2,886 | $4,312 |
| 17 JPMORGAN CHASE & CO | $2,085 | $2,692 |
| 81 KERING S A UN SPONSORED ADR | $5,842 | $6,521 |
| 8 LAM RESEARCH CORP | $3,567 | $5,753 |
| 31 LILLY ELI & CO | $4,561 | $8,563 |
| 10 MASTERCARD INC CL A | $3,423 | $3,593 |
| 21 MEDTRONIC PLC | $2,411 | $2,172 |
| 46 MICROSOFT CORP | $9,675 | $15,471 |
| 11 NETFLIX INC | $6,056 | $6,627 |
| 31 NEXTERA ENERGY INC COM | $2,334 | $2,894 |
| 12 NIKE INC CL B | $1,622 | $2,000 |
| 51 NOVARTIS AG SPON ADR | $4,565 | $4,461 |
| 49 ORACLE CORP | $2,757 | $4,273 |
| 36 PAYPAL HOLDINGS INC | $7,215 | $6,789 |
| 50 ROYAL DUTCH SHELL PLC CL A | $1,836 | $2,170 |
| 23 SALESFORCE COM INC | $5,993 | $5,845 |
| 116 SANDVIK AB SPON ADR | $2,666 | $3,242 |
| 49 SCHLUMBERGER LTD NETHERLANDS ANTILLES | $1,049 | $1,468 |
| 2 SERVICENOW INC | $1,371 | $1,298 |
| 6 SQUARE INC CL A | $1,377 | $969 |
| 79 TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $7,636 | $9,504 |
| 57 TENCENT HLDGS LTD ADR | $4,309 | $3,323 |
| 7 THERMO FISHER SCIENTIFIC INC | $3,134 | $4,671 |
| 40 TOKYO ELECTRON LTD ADR | $3,259 | $5,756 |
| 53 TOTALENERGIES SE SPON ADR | $2,296 | $2,621 |
| 15 TOYOTA MOTOR CORP NEW JAPAN SPON ADR | $2,176 | $2,780 |
| 35 UBER TECHNOLOGIES INC | $1,330 | $1,468 |
| 16 UNION PACIFIC CORP | $3,309 | $4,031 |
| 25 VERIZON COMMUNICATIONS INC | $1,324 | $1,299 |
| 15 VISA INC CL A | $3,181 | $3,251 |
| 7 ZOOM VIDEO COMMUNICATIONS INC CL A | $1,280 | $1,287 |
| 12 3M CO | $2,128 | $2,132 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISALLOWED INVESTMENT EXPENSES | Desc |
| Amt | $3,456 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $326 | $326 | $0 |
| FRANCHISE TAX BOARD | $25 | $0 | $0 |
| IRS-2020 | $960 | $0 | $0 |
| MISC | $1,589 | $0 | $0 |
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