2021-11-15T12:44:35-06:00 2020-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1530 MERIDIAN AVE 2ND FLR SAN JOSE CA 95125 990PF 2020-01-01 943288290 JANET DE CARLI CHARITABLE FOUNDATION JANE 4082572100 21710 STEVENS CREEK BLVD NO 200 CUPERTINO CA 95014 KENNETH TERSINI SECRETARY 4082572100 2021-11-12 1 KENNETH TERSINI 999009999 FRANK L BOITANO P00058069 4083778700 2021-11-12 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 352577 X 51815 6614 6614 33223 252754 68221 91652 74835 0 0 0 1695 1356 17 5451 4361 545 1222 47 0 8368 5764 562 20000 20000 28368 5764 20562 63284 69071 12166 1430 1430 1603 0 0 1603 1603 640 1160 1160 336088 404333 348384 348894 408526 352577 1456 1456 0 X 0 0 0 0 347438 408526 347438 408526 348894 408526 347438 63284 0 410722 2196 408526 UBS #8268 ST CAP GAINS P 2020-01-01 2020-12-31 47539 39349 8190 8190 UBS #8268 LT CAP GAINS P 2019-01-01 2020-12-31 166393 140288 26105 26105 APPLE STOCK P 2019-01-01 2020-12-31 38822 4896 33926 33926 68221 960 0 960 0 960 1160 0 0 0 1160 2 198 198 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 281265 10359 0 291624 0 0 291624 4374 287250 14363 14363 960 960 13403 0 13403 0 13403 20562 0 20562 0 20562 13403 0 0 25197 5834 47667 13075 91773 20562 0 0 0 13403 7159 0 0 98932 0 0 0 0 0 0 25197 73735 5834 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 20000 20000 0 14 6614 18 33223 0 39837 0 39837 4 INVESTMENT ACCOUNTS 8 INVESTMENT STOCKS 0 0 0 0 0 0 0 0 0 0 X X 1 JANET DECARLI 11640 REGNART CANYON DRIVE CUPERTINO CA 95014 51815 X 1 439 SHARES AAPL 51815 2020-11-18 ACCOUNTING FEES 5451 4361 545 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 126997 78 ABB LTD SPON ADR 2092 2181 12 ADBOBE INC (DELAWARE) 5645 6001 40 ADVANCED MICRO DEVICES INC 3485 3668 25 ALIBABA GROUP HLDG LTD SPON ADR 6947 5818 2 ALPHABET INC CL A 3467 3505 3 AMAZON COM INC 9351 9771 26 ANHEUSER BUSCH INBEV SPON ADR 1733 1818 101 APPLE INC 11921 13402 12 ASML HLDG NV SPON ADR 5121 5853 446 BANCO SANTANDER S A SPON ADR 1304 1360 84 BHP GROUP PLC SPON ADR 3964 4453 79 BNP PARIBAS SA ADR 2076 2102 59 BOSTON SCIENTIFIC CORP 1979 2121 52 BP PLC SPON ADR 1074 1067 44 CAPITAL ONE FINCL CORP 4014 4349 15 CATERPILLAR INC 2630 2730 35 CISCO SYSTEMS INC 1502 1566 26 CONOCOPHILLIPS 1047 1040 10 COSTCO WHOLESALE CORP 3845 3768 12 CROWN CASTLE INTL CORP REIT 2011 1910 47 EDWARDS LIFESCIENCES CORP 4041 4288 34 EXXON MOBIL CORP 1324 1401 14 FACEBOOK INC CL A 3869 3824 96 FANUC CORP ADR 2370 2370 6 GOLDMAN SACHS GROUP INC 1420 1582 167 ING GROEP N V NL SPON ADR 1666 1576 103 INTEL CORP 4846 5131 104 INTESA SANPAOLO SPON ADR 1441 1472 6 INTUITIVE SURGICAL INC NEW 4330 4909 17 JPMORGAN CHASE & CO 2085 2160 104 KERING S A UN SPONSORED ADR 7501 7535 8 LAM RESEARCH CORP 3567 3778 40 LILLY ELI & CO 5885 6754 10 MASTERCARD INC CL A 3423 3569 21 MEDTRONIC PLC 2411 2460 46 MICROSOFT CORP 9675 10231 7 NETFLIX INC 3388 3785 31 NEXTERA ENERGY INC COM 2334 2392 12 NIKE INC CL B 1622 1698 51 NOVARTIS AG SPON ADR 4565 4816 49 ORACLE CORP 2757 3170 31 PAYPAL HOLDINGS INC 6187 7260 50 ROYAL DUTCH SHELL PLC CL A 1836 1757 23 SALESFORCE COM INC 5993 5118 116 SANDVIK AB SPON ADR 2666 2852 49 SCHLUMBERGER LTD NETHERLANDS ANTILLES 1049 1070 17 STARBUCKS CORP 1686 1819 79 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 7636 8614 57 TENCENT HLDGS LTD ADR 4309 4098 10 THERMO FISHER SCIENTIFIC INC 4476 4658 40 TOKYO ELECTRON LTD ADR 3259 3744 53 TOTAL SE SPON ADR 2296 2221 15 TOYOTA MOTOR CORP NEW JAPAN SPON ADR 2176 2319 21 UNION PACIFIC CORP 4343 4373 6 UNITEDHEALTH GROUP INC 2037 2104 15 VISA INC CL A 3181 3281 17 WALMART INC 2595 2451 23 WALT DISNEY CO (HOLDING CO) DISNEY COM 3432 4167 12 3M CO 2128 2097 LEGAL FEES 1695 1356 17 DISALLOWED INVESTMENT EXPENSES 2196 SECRETARY OF STATE 10 0 0 FOREIGN TAX 47 47 0 FRANCHISE TAX BOARD 25 0 0 IRS-2019 1129 0 0 MISC 11 0 0