2022-11-15T14:21:01-06:00 2021-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1901 S BASCOM AVE STE 105 CAMPBELL CA 95008 990PF 2021-01-01 943288290 JANET DE CARLI CHARITABLE FOUNDATION JANE 4082572100 21710 STEVENS CREEK BLVD 200 CUPERTINO CA 95014 KENNETH TERSINI SECRETARY 4082572100 2022-11-14 1 KENNETH TERSINI 999009999 FRANK L BOITANO P00058069 4083778700 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 456503 X X 6014 6014 4048 33718 4048 10062 10062 0 0 0 2 0 0 2900 326 0 2902 326 0 15000 15000 17902 326 15000 -7840 9736 1430 3927 3927 1603 0 0 1160 962 962 404333 393103 451614 408526 397992 456503 762 0 762 X 0 0 0 0 408526 397230 408526 397230 408526 397992 408526 -7840 0 400686 3456 397230 UBS #8286 ST CAP GAINS P 2021-01-01 2021-12-31 29208 25750 3458 3458 UBS #8286 LT CAP GAINS P 2020-01-01 2021-12-31 4510 3920 590 590 4048 135 0 135 0 135 960 0 0 0 960 0 825 825 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A KENNETH TERSINI 4082572100 21710 STEVENS CREEK BLVD SUITE 200 CUPERTINO CA 95014 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 417817 1821 0 419638 0 0 419638 6295 413343 20667 20667 135 135 20532 0 20532 0 20532 15000 0 15000 20532 0 0 5834 47667 13075 7159 73735 15000 0 0 0 15000 0 5532 5532 68203 0 0 0 0 0 0 302 67901 47667 13075 7159 KENNETH TERSINI X KENNETH TERSINI 21710 STEVENS CREEK BLVD CUPERTINO CA 95014 4082572100 LETTER FORM, INCLUDING ANY BROCHURES AND PROGRAMS REGARDING INSTITUTION. N/A N/A SAN JOSE JAZZ 38 W SANTA CLARA ST SAN JOSE CA 95113 NONE 501 (C)(3) SUPPORT AND PRESERVATION OF JAZZ MUSIC 15000 15000 0 14 6014 18 4048 0 10062 0 10062 4 INVESTMENT ACCOUNTS 8 INVESTMENT STOCKS 0 0 0 0 0 0 0 0 0 0 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_____________________________ 4208 SH WELLS FARGO COMMON 193320 201900 78 ABB LTD SPON ADR 2092 2977 9 ADOBE INC (DELAWARE) 4234 5104 40 ADVANCED MICRO DEVICES INC 3485 5756 19 ALIBABA GROUP HLDG LTD SPON ADR 5280 2257 2 ALPHABET INC CL A 3467 5794 4 AMAZON COM INC 12884 13337 26 ANHEUSER BUSCH INBEV SPON ADR 1733 1574 101 APPLE INC 11921 17935 9 ASML HLDG NV SPON ADR 3841 7165 446 BANCO SANTANDER S A SPON ADR 1304 1467 61 BHP GROUP PLC SPON ADR 2879 3646 79 BNP PARIBAS SA ADR 2076 2748 59 BOSTON SCIENTIFIC CORP 1979 2506 52 BP PLC SPON ADR 1074 1385 3 BROADCOM INC 1677 1996 44 CAPITAL ONE FINCL CORP 4014 6384 15 CATERPILLAR INC 2630 3101 26 CONOCOPHILLIPS 1047 1877 10 COSTCO WHOLESALE CORP 3845 5677 12 CROWN CASTLE INTL CORP REIT 2006 2505 6 DOCUSIGN INC 1594 914 47 EDWARDS LIFESCIENCES CORP 4041 6089 14 META PLATFORMS INC CL A 3869 4709 96 FANUC CORP ADR 2370 2044 6 GOLDMAN SACHS GROUP INC 1420 2295 167 ING GROEP N V NL SPON ADR 1666 2325 104 INTESA SANPAOLO SPON ADR 1441 1625 2 INTUIT 1261 1286 12 INTUITIVE SURGICAL INC NEW 2886 4312 17 JPMORGAN CHASE & CO 2085 2692 81 KERING S A UN SPONSORED ADR 5842 6521 8 LAM RESEARCH CORP 3567 5753 31 LILLY ELI & CO 4561 8563 10 MASTERCARD INC CL A 3423 3593 21 MEDTRONIC PLC 2411 2172 46 MICROSOFT CORP 9675 15471 11 NETFLIX INC 6056 6627 31 NEXTERA ENERGY INC COM 2334 2894 12 NIKE INC CL B 1622 2000 51 NOVARTIS AG SPON ADR 4565 4461 49 ORACLE CORP 2757 4273 36 PAYPAL HOLDINGS INC 7215 6789 50 ROYAL DUTCH SHELL PLC CL A 1836 2170 23 SALESFORCE COM INC 5993 5845 116 SANDVIK AB SPON ADR 2666 3242 49 SCHLUMBERGER LTD NETHERLANDS ANTILLES 1049 1468 2 SERVICENOW INC 1371 1298 6 SQUARE INC CL A 1377 969 79 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 7636 9504 57 TENCENT HLDGS LTD ADR 4309 3323 7 THERMO FISHER SCIENTIFIC INC 3134 4671 40 TOKYO ELECTRON LTD ADR 3259 5756 53 TOTALENERGIES SE SPON ADR 2296 2621 15 TOYOTA MOTOR CORP NEW JAPAN SPON ADR 2176 2780 35 UBER TECHNOLOGIES INC 1330 1468 16 UNION PACIFIC CORP 3309 4031 25 VERIZON COMMUNICATIONS INC 1324 1299 15 VISA INC CL A 3181 3251 7 ZOOM VIDEO COMMUNICATIONS INC CL A 1280 1287 12 3M CO 2128 2132 DISALLOWED INVESTMENT EXPENSES 3456 FOREIGN TAX 326 326 0 FRANCHISE TAX BOARD 25 0 0 IRS-2020 960 0 0 MISC 1589 0 0