BETA

JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202023219349106362
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)
Return2020-11-16T16:27:20-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770051130PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ABBOTT STRINGHAM & LYNCHBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11530 MERIDIAN AVE 2ND FLRAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95125ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943288290EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANET DE CARLI CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJANEBusinessNameControlTxt
Phone4088723156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111640 REGNART CANYON DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANET DE CARLIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4088723156PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK L BOITANOPreparerPersonNm
PTINP00058069PTIN
Phone4083778700PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.217.167.71IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm17:25:57IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3AC530BF2F1F3588E2C7D7678BECA3CE3109E93BAtSubmissionCreationDeviceId
At Submission Filing Device IdF2CBB06AF0C0BFA6D697359176620E55FDB7D752AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$394,732FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,458ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,866DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,866DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$178NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,441GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,676CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,502TotalRevAndExpnssAmt
Total Net Invst Incm$56,542TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$754TaxesRevAndExpnssAmt
Taxes Net Invst Incm$116TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$754TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$116TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,054TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$116TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$52,448ExcessRevenueOverExpensesAmt
Net Investment Income$56,426NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,154CashBOYAmt
Cash EOY$12,166CashEOYAmt
Cash EOYFMV$12,166CashEOYFMVAmt
Other Nts And Loans Rcvbl BOY$2,909OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses EOY$640PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$640PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$291,411CorporateStockBOYAmt
Corporate Stock EOY$336,088CorporateStockEOYAmt
Corporate Stock EOYFMV$381,926CorporateStockEOYFMVAmt
Total Assets BOY$296,474TotalAssetsBOYAmt
Total Assets EOY$348,894TotalAssetsEOYAmt
Total Assets EOYFMV$394,732TotalAssetsEOYFMVAmt
Accounts Payable BOY$110AccountsPayableBOYAmt
Accounts Payable EOY$1,456AccountsPayableEOYAmt
Total Liabilities BOY$110TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,456TotalLiabilitiesEOYAmt
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$296,364RetainedEarningBOYAmt
Retained Earning EOY$347,438RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$296,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$347,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$296,474TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$348,894TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$296,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$52,448ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$348,812SubtotalAmt
Other Decreases$1,374OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$347,438TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM COVEREDP2019-06-302019-12-31$10,308$10,868-$560-$560
BARCLAYS ETN+P2018-09-112019-07-25$2,941$2,808$133$133
LARGE CAP GROWTHP2018-09-102019-05-08$1,014$1,129-$115-$115
40 APPLEP2011-10-132019-09-12$8,986$1,000$7,986$7,986
12 ALPHABETP2008-11-172019-09-12$14,820$1,200$13,620$13,620
27 HOME DEPOTP2010-11-112019-09-17$6,177$540$5,637$5,637
161 MICROSOFTP2019-03-162019-09-12$22,195$3,220$18,975$18,975
FieldValueIRS element (for citing)
Capital Gain Net Income$45,676CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,564AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$282,016NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.094193DistributionYr1Rt
Adjusted Qlfy Distri Yr2$61,325AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$275,710NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.222426DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,849AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$222,921NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.075583DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$258,584NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.146954DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,654AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$281,812NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.119420DistributionYr5Rt
Total Distribution0.658576TotalDistributionRt
Average Distribution0.131715AverageDistributionRt
Net Vl Noncharitable Assets$319,757NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,117AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$564NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,681AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,129InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,129SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,129TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$640EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$640TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Tax Due$500TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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
Individual With BooksJANET DE CARLIIndividualWithBooksNm
Phone4088723156PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111640 REGNART CANYON RDAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANET DE CARLI
11640 REGNART CANYON DRCUPERTINOCA95014PRESIDENT1.00$0$0$0
KENNETH TERSINI
11640 REGNART CANYON DRCUPERTINOCA95014SECRETARY0.00$0$0$0
BRUCE POWELL
PO BOX 922CUPERTINOCA95015TREASURER0.00$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$318,895AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$324,626TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$324,626AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$319,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,988MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,988MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,129TaxBasedOnInvestmentIncomeAmt
Total Tax$1,129TotalTaxAmt
Distributable Before Adj$14,859DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,859DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,859DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,859DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$19,692ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,197ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,834ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,667ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$111,465TotalExcessDistributionCyovAmt
Qualifying Distributions$9,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,300AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,559ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,559ExcessDistributionCyovAppCYAmt
Total Corpus$105,906TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$14,133ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$91,773ExcessDistriCyovToNextYrAmt
Excess From Year4$25,197ExcessFromYear4Amt
Excess From Year3$5,834ExcessFromYear3Amt
Excess From Year2$47,667ExcessFromYear2Amt
Excess From Year1$13,075ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJANET DE CARLIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJANET DE CARLIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111640 REGNART CANYON DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4088723156RecipientPhoneNum
Form And Info And MaterialsLETTER FORM, INCLUDING ANY BROCHURES AND PROGRAMS REGARDING INSTITUTION.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SALVATION ARMY
615 SLATERS LANEALEXANDRIAVA22314NONE501 (C)(3)GENERAL FUND$50
SAN JOSE JAZZ
38 W SANTA CLARA STSAN JOSECA95113NONE501 (C)(3)SUPPORT AND PRESERVATION OF JAZZ MUSICPRESERVING AND PROMOTING JAZZPRESERVING AND PROMOTIONG JAZZPRESERVING AND PROMOTING JAZZ$9,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,866ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$178ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,044ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,044TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT ACCOUNTS
8INVESTMENT STOCKS

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 PersonJANET DECARLIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111640 REGNART CANYON DRIVEAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Total Contributions$51,458TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
140 SHARES APPLE COMMON STOCK$8,5672019-09-09
112 SHARES ALPHABET COMMON STOCK$14,4632019-09-09
127 SHARES HOME DEPOT COMMON STOCK$6,2872019-09-09
1161 SHARES MICROSOFT COMMON STOCK$22,1412019-09-09

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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 (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4208 SH WELLS FARGO COMMON$193,320$226,390
121 HEALTHCARE$11,175$12,325
169 INVESCO QQQ$31,814$35,931
40 INVESO S&P 500$8,483$9,336
91 ISHARES MSCI JAPAN$5,168$5,391
59 ISHARES MSCI GLOBAL$1,806$1,754
231 ISHARES MSCI EURO$9,245$9,684
288 ISHARES GLOBAL EN$9,436$8,879
93 ISHARES GLOBAL TECH$16,690$19,576
567 ISHARES MCSI EUROPE FIN$10,973$11,051
26 UBS FI ENHANCED$4,570$5,412
310 VANG FTSE EUROPE$17,056$18,166
41 VANGUARD FTSE EMERG$1,648$1,823
71 LARGE CAP INDEX$8,909$10,265
24 CONSUMER DIRECT$2,948$3,010
36 INDUSTRIAL SECTOR$2,847$2,933

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISALLOWED INVESTMENT EXPENSESDesc
Amt$1,374Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE$25$0$0
FOREIGN TAX$116$116$0
FRANCHISE TAX BOARD$10$0$0
IRS$603$0$0

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