JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349104814
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T12:44:35-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 1530 MERIDIAN AVE 2ND FLR | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 NO 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 | 2021-11-12 | 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 | 2021-11-12 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $352,577 | 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 | $51,815 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,223 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,221 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,835 | 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 | $1,695 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,356 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,451 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,361 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $545 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $562 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,166 | CashBOYAmt |
| Cash EOY | $1,430 | CashEOYAmt |
| Cash EOYFMV | $1,430 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,603 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,603 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,603 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $640 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,160 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,160 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $336,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $404,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,384 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $348,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $408,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,577 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,456 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,456 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $347,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $408,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $347,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $408,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $348,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $408,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $347,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $410,722 | SubtotalAmt |
| Other Decreases | $2,196 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $408,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #8268 ST CAP GAINS | P | 2020-01-01 | 2020-12-31 | $47,539 | $39,349 | $8,190 | $8,190 |
| UBS #8268 LT CAP GAINS | P | 2019-01-01 | 2020-12-31 | $166,393 | $140,288 | $26,105 | $26,105 |
| APPLE STOCK | P | 2019-01-01 | 2020-12-31 | $38,822 | $4,896 | $33,926 | $33,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,221 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | 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 | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $198 | OverpaymentAmt |
| Applied To ES Tax | $198 | 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 | $281,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $291,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $291,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $287,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $960 | TotalTaxAmt |
| Distributable Before Adj | $13,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,403 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,562 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,562 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,834 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,075 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $91,773 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,159 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $98,932 | 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 | $25,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $73,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,834 | ExcessFromYear4Amt |
| Excess From Year3 | $47,667 | ExcessFromYear3Amt |
| Excess From Year2 | $13,075 | ExcessFromYear2Amt |
| Excess From Current Year | $7,159 | ExcessFromCurrentYearAmt |
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 | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,223 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,837 | 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 |
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 Person | JANET DECARLI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11640 REGNART CANYON DRIVE | AddressLine1Txt |
| City | CUPERTINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $51,815 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 439 SHARES AAPL | NoncashPropertyDesc |
| Fair Market Value | $51,815 | FairMarketValueAmt |
| Received | 2020-11-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,451 | Amt |
| Net Investment Income | $4,361 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $545 | DisbursementsCharitablePrpsAmt |
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 (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4208 SH WELLS FARGO COMMON | $193,320 | $126,997 |
| 78 ABB LTD SPON ADR | $2,092 | $2,181 |
| 12 ADBOBE INC (DELAWARE) | $5,645 | $6,001 |
| 40 ADVANCED MICRO DEVICES INC | $3,485 | $3,668 |
| 25 ALIBABA GROUP HLDG LTD SPON ADR | $6,947 | $5,818 |
| 2 ALPHABET INC CL A | $3,467 | $3,505 |
| 3 AMAZON COM INC | $9,351 | $9,771 |
| 26 ANHEUSER BUSCH INBEV SPON ADR | $1,733 | $1,818 |
| 101 APPLE INC | $11,921 | $13,402 |
| 12 ASML HLDG NV SPON ADR | $5,121 | $5,853 |
| 446 BANCO SANTANDER S A SPON ADR | $1,304 | $1,360 |
| 84 BHP GROUP PLC SPON ADR | $3,964 | $4,453 |
| 79 BNP PARIBAS SA ADR | $2,076 | $2,102 |
| 59 BOSTON SCIENTIFIC CORP | $1,979 | $2,121 |
| 52 BP PLC SPON ADR | $1,074 | $1,067 |
| 44 CAPITAL ONE FINCL CORP | $4,014 | $4,349 |
| 15 CATERPILLAR INC | $2,630 | $2,730 |
| 35 CISCO SYSTEMS INC | $1,502 | $1,566 |
| 26 CONOCOPHILLIPS | $1,047 | $1,040 |
| 10 COSTCO WHOLESALE CORP | $3,845 | $3,768 |
| 12 CROWN CASTLE INTL CORP REIT | $2,011 | $1,910 |
| 47 EDWARDS LIFESCIENCES CORP | $4,041 | $4,288 |
| 34 EXXON MOBIL CORP | $1,324 | $1,401 |
| 14 FACEBOOK INC CL A | $3,869 | $3,824 |
| 96 FANUC CORP ADR | $2,370 | $2,370 |
| 6 GOLDMAN SACHS GROUP INC | $1,420 | $1,582 |
| 167 ING GROEP N V NL SPON ADR | $1,666 | $1,576 |
| 103 INTEL CORP | $4,846 | $5,131 |
| 104 INTESA SANPAOLO SPON ADR | $1,441 | $1,472 |
| 6 INTUITIVE SURGICAL INC NEW | $4,330 | $4,909 |
| 17 JPMORGAN CHASE & CO | $2,085 | $2,160 |
| 104 KERING S A UN SPONSORED ADR | $7,501 | $7,535 |
| 8 LAM RESEARCH CORP | $3,567 | $3,778 |
| 40 LILLY ELI & CO | $5,885 | $6,754 |
| 10 MASTERCARD INC CL A | $3,423 | $3,569 |
| 21 MEDTRONIC PLC | $2,411 | $2,460 |
| 46 MICROSOFT CORP | $9,675 | $10,231 |
| 7 NETFLIX INC | $3,388 | $3,785 |
| 31 NEXTERA ENERGY INC COM | $2,334 | $2,392 |
| 12 NIKE INC CL B | $1,622 | $1,698 |
| 51 NOVARTIS AG SPON ADR | $4,565 | $4,816 |
| 49 ORACLE CORP | $2,757 | $3,170 |
| 31 PAYPAL HOLDINGS INC | $6,187 | $7,260 |
| 50 ROYAL DUTCH SHELL PLC CL A | $1,836 | $1,757 |
| 23 SALESFORCE COM INC | $5,993 | $5,118 |
| 116 SANDVIK AB SPON ADR | $2,666 | $2,852 |
| 49 SCHLUMBERGER LTD NETHERLANDS ANTILLES | $1,049 | $1,070 |
| 17 STARBUCKS CORP | $1,686 | $1,819 |
| 79 TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $7,636 | $8,614 |
| 57 TENCENT HLDGS LTD ADR | $4,309 | $4,098 |
| 10 THERMO FISHER SCIENTIFIC INC | $4,476 | $4,658 |
| 40 TOKYO ELECTRON LTD ADR | $3,259 | $3,744 |
| 53 TOTAL SE SPON ADR | $2,296 | $2,221 |
| 15 TOYOTA MOTOR CORP NEW JAPAN SPON ADR | $2,176 | $2,319 |
| 21 UNION PACIFIC CORP | $4,343 | $4,373 |
| 6 UNITEDHEALTH GROUP INC | $2,037 | $2,104 |
| 15 VISA INC CL A | $3,181 | $3,281 |
| 17 WALMART INC | $2,595 | $2,451 |
| 23 WALT DISNEY CO (HOLDING CO) DISNEY COM | $3,432 | $4,167 |
| 12 3M CO | $2,128 | $2,097 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,695 | LegalFeesAmt |
| Net Investment Income | $1,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISALLOWED INVESTMENT EXPENSES | Desc |
| Amt | $2,196 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARY OF STATE | $10 | $0 | $0 |
| FOREIGN TAX | $47 | $47 | $0 |
| FRANCHISE TAX BOARD | $25 | $0 | $0 |
| IRS-2019 | $1,129 | $0 | $0 |
| MISC | $11 | $0 | $0 |
Comments