BREZZO FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BREZZO FAMILY FOUNDATION (EIN 26-0442202)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-04
IRS object ID
202031259349101928
Schema version
2019v5.1
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)
Return2020-05-04T12:15:49-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-04-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE S KUECHLERPreparerPersonNm
PTINP00233621PTIN
Phone4082006400PhoneNum
Preparation2020-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,150,109FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$686,777ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$150InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$150InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$259DividendsRevAndExpnssAmt
Dividends Net Invst Incm$259DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$687,186TotalRevAndExpnssAmt
Total Net Invst Incm$409TotalNetInvstIncmAmt
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$2,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$268AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,408AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,739TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$268TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,468TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,690ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$64,690ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$268TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,158TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$619,757ExcessRevenueOverExpensesAmt
Net Investment Income$141NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$134,968SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$67,949SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$67,949SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$9,294RcvblFromOfficersBOYAmt
Corporate Stock BOY$859,270CorporateStockBOYAmt
Corporate Stock EOY$1,555,340CorporateStockEOYAmt
Corporate Stock EOYFMV$2,082,160CorporateStockEOYFMVAmt
Total Assets BOY$1,003,532TotalAssetsBOYAmt
Total Assets EOY$1,623,289TotalAssetsEOYAmt
Total Assets EOYFMV$2,150,109TotalAssetsEOYFMVAmt
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$1,003,532RetainedEarningBOYAmt
Retained Earning EOY$1,623,289RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,003,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,623,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,003,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,623,289TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,003,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$619,757ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,623,289SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,623,289TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,037AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,534,469NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.009799DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,641AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$916,050NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052007DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,910AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$404,747NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034367DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,646AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$318,074NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030326DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,545AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$218,257NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039151DistributionYr5Rt
Total Distribution0.165650TotalDistributionRt
Average Distribution0.033130AverageDistributionRt
Net Vl Noncharitable Assets$1,385,678NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,908AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,909AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$67,158QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1TaxDueAmt

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$1,279,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$127,241AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,406,780TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,406,780AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,385,678NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,284MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,284MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$69,283DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$69,283DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$69,283DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,158ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$67,158QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$67,157AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,283DistributableAsAdjustedAmt
Undistributed Income PY$58,260UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$67,158QualifyingDistributionsAmt
Applied To Year1$58,260AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,898AppliedToCurrentYearAmt
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$60,385UndistributedIncomeCYAmt
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 (17 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$2,500
AMERICAN CANCER SOCIETY
747 CAMDEN AVE STE BCAMPBELLCA95008NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$7,500
CAMP RAINBOW GOLD
216 WEST JEFFERSON STBOISEID83702NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
CYSTIC FIBROSIS RESEARCH INC
1731 EMBARCADERO ROAD SUITE 210PALO ALTOCA94303NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,500
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN98120NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$300
GIRL SCOUT TROOP
1310 S BASCOM AVESAN JOSECA95128NONE501(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$1,500
ROTARY CLUB OF SAN JOSE FOUNDATION
1690 SENTER ROADSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$6,490
SAN JOSE LIGHT TOWER CORPORATION
189 WEST SANTA CLARA STREETSAN JOSECA95113NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVENUESAN JOSECA95125NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
SILVER CREEK ALLIANCE
PO BOX 663PICABOID83348NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
SUN VALLEY OPERA
1 SUN VALLEY ROADSUN VALLEYID83353NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$350
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$5,500
TROUT UNLIMITED
1777 N KENT STREETARLINGTONVA22209NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
WOOD RIVER LAND TRUST
119 E BULLION STREETHAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,690TotalGrantOrContriPdDurYrAmt
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$150ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$259ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$409ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$409TotalIncomeProducingActyAmt

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$686,777TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2950 SHARES OF SVB FINANCIALNoncashPropertyDesc
Fair Market Value$686,777FairMarketValueAmt
Received2019-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,675Amt
Net Investment Income$268NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,408DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA - 393 SHARES$2,982$13,841
SVB FINANCIAL GROUP - 450 SHARES$258$112,968
SVB FINANCIAL GROUP - 1,667 SHARES$199,831$418,484
SVB FINANCIAL GROUP - 1,535 SHARES$252,549$385,346
SVB FINANCIAL GROUP - 1,088 SHARES$249,990$273,132
SVB FINANCIAL GROUP - 500 SHARES$153,660$125,520
SVB FINANCIAL GROUP - 1,400 SHARES$353,290$351,456
SVB FINANCIAL GROUP - 1,550 SHARES$333,358$389,112
SVB FINANCIAL GROUP - 49 SHARES$9,422$12,301

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$4Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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