BETA

BREZZO FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BREZZO FAMILY FOUNDATION (EIN 26-0442202)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-04
IRS object ID
202121249349100622
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-04T13:35:12-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 W SAN FERNANDO ST STE 500AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260442202EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BREZZO FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBREZBusinessNameControlTxt
Phone4084917737PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BREZZOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4084917737PhoneNum
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastBREZZOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEENA GUPTA CPAPreparerPersonNm
PTINP01228597PTIN
Phone4082006400PhoneNum
Preparation2021-04-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,617,942FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$391,107ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$283DividendsRevAndExpnssAmt
Dividends Net Invst Incm$283DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$188,908NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$219,134GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$218,733CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$580,310TotalRevAndExpnssAmt
Total Net Invst Incm$219,028TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,756AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$276AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,481AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$85OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,842TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$276TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,566TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,752ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,752ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,594TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$276TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,318TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$509,716ExcessRevenueOverExpensesAmt
Net Investment Income$218,752NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,949SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$216,784SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$216,784SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,555,340CorporateStockBOYAmt
Corporate Stock EOY$1,916,221CorporateStockEOYAmt
Corporate Stock EOYFMV$3,401,158CorporateStockEOYFMVAmt
Total Assets BOY$1,623,289TotalAssetsBOYAmt
Total Assets EOY$2,133,005TotalAssetsEOYAmt
Total Assets EOYFMV$3,617,942TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,623,289RetainedEarningBOYAmt
Retained Earning EOY$2,133,005RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,623,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,133,005TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,623,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,133,005TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,623,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$509,716ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,133,005SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,133,005TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property700 SHS SVB FNCL GRPPropertyDesc
Acquired1983-06-01AcquiredDt
Sold2020-11-05SoldDt
Gross Sales Price$219,134GrossSalesPriceAmt
Cost Or Other Basis$401CostOrOtherBasisAmt
Gain Or Loss$218,733GainOrLossAmt
Gains Minus Excess Or Losses$218,733GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$218,733CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,041InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,041SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,041TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,041TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4084917737PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN BREZZO
7290 VIA BREZZOSAN JOSECA95120PRESIDENT2.00$0$0$0
BONNIE BREZZO
7290 VIA BREZZOSAN JOSECA95120DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,014,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,729AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,105,748TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,105,748AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,586CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,074,162NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,708MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,708MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,041TaxBasedOnInvestmentIncomeAmt
Total Tax$3,041TotalTaxAmt
Distributable Before Adj$100,667DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,667DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,667DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,318ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$70,318QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$70,318AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,667DistributableAsAdjustedAmt
Undistributed Income PY$60,385UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$70,318QualifyingDistributionsAmt
Applied To Year1$60,385AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,933AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$90,734UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN BREZZOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S DISEASE RESEARCH BRIGHT FOCUS FOUDNATION
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$2,000
AMERICAN CANCER SOCIETY
747 CAMDEN AVE STE BCAMPBELLCA95008NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN98120NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$50
JW HOUSE
3850 HOMESTEAD ROADSANTA CLARACA95051NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,500
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$2,600
ROTARY CLUB OF SAN JOSE FOUNDATION
1690 SENTER ROADSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$10,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUESAN JOSECA95125NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$7,500
SILVER CREEK ALLIANCE
PO BOX 663PICABOID83348NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$2,500
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
THE SAINTE CLAIRE HISTORIC PRESERVATION FOUNDATION
PO BOX 1327SAN JOSECA95109NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,602
WOOD RIVER LAND TRUST
119 E BULLION STREETHAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
CRISTO REY DE LA SALLE EAST BAY HIGH SCHOOL
1530 34TH AVEOAKLANDCA94601NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,752TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$283ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$188,908ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$189,203ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,203TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN BREZZOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd
FieldValueIRS element (for citing)
Total Contributions$391,107TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1200 SHARES OF SVB FINANCIALNoncashPropertyDesc
Fair Market Value$391,107FairMarketValueAmt
Received2020-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,756Amt
Net Investment Income$276NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,481DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA - 393 SHARES$2,982$11,912
SVB FINANCIAL GROUP - 1,417 SHARES$169,862$549,555
SVB FINANCIAL GROUP - 1,535 SHARES$252,549$595,319
SVB FINANCIAL GROUP - 1,088 SHARES$249,990$421,959
SVB FINANCIAL GROUP - 500 SHARES$153,660$193,915
SVB FINANCIAL GROUP - 1,400 SHARES$353,290$542,962
SVB FINANCIAL GROUP - 1,550 SHARES$333,359$601,136
SVB FINANCIAL GROUP - 49 SHARES$9,422$19,004
SVB FINANCIAL GROUP - 300 SHARES$106,554$116,349
SVB FINANCIAL GROUP - 900 SHARES$284,553$349,047

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$85RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$85DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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