BETA

JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201923199349104272
Schema version
2018v3.1
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)
Return2019-11-15T16:54:08-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK L BOITANOPreparerPersonNm
PTINP00058069PTIN
Phone4083778700PhoneNum
Preparation2019-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.217.167.71IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm15:19:45IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF2CBB06AF0C0BFA6D697359176620E55FDB7D752AtSubmissionCreationDeviceId
At Submission Filing Device Id9AA0353857B3808D70E7892ADAC2685A5FC2681CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$281,432FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,149ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,589DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,589DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,812NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,646GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,812CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,551TotalRevAndExpnssAmt
Total Net Invst Incm$32,402TotalNetInvstIncmAmt
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$1,470AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,470AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$56TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$252OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$252OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,852TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,778TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,564ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,564ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,416TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,778TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,135ExcessRevenueOverExpensesAmt
Net Investment Income$30,624NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,336CashBOYAmt
Cash EOY$2,154CashEOYAmt
Cash EOYFMV$2,154CashEOYFMVAmt
Other Nts And Loans Rcvbl$2,909OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,909OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,909OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$197,682CorporateStockBOYAmt
Corporate Stock EOY$291,411CorporateStockEOYAmt
Corporate Stock EOYFMV$276,369CorporateStockEOYFMVAmt
Total Assets BOY$227,018TotalAssetsBOYAmt
Total Assets EOY$296,474TotalAssetsEOYAmt
Total Assets EOYFMV$281,432TotalAssetsEOYFMVAmt
Accounts Payable EOY$110AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$110TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$227,018RetainedEarningBOYAmt
Retained Earning EOY$296,364RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$227,018TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$296,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$227,018TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$296,474TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$227,018TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,135ExcessRevenueOverExpensesAmt
Other Increases$14,211OtherIncreasesAmt
Subtotal$296,364SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$296,364TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESCO S&PP2018-09-102018-09-26$2,080$2,069$11$11
ISHARES GLOBALP2018-09-122018-09-26$1,610$1,606$4$4
CONOCOP2009-07-302018-01-30$17,593$10,144$7,449$7,449
FRANKLIN INCOMEP2009-12-082018-01-30$36,023$30,000$6,023$6,023
PHILLIPSP2019-07-302018-01-30$15,340$3,015$12,325$12,325
FieldValueIRS element (for citing)
Capital Gain Net Income$25,812CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$61,325AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$275,710NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.222426DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,849AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$222,921NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.075583DistributionYr2Rt
Adjusted Qlfy Distri Yr3$38,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$258,584NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.146954DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,654AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$281,812NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.119420DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,163AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$254,648NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.122377DistributionYr5Rt
Total Distribution0.686760TotalDistributionRt
Average Distribution0.137352AverageDistributionRt
Net Vl Noncharitable Assets$282,016NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,735AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$306NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,041AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,564QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$612InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$612SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$612TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$603TaxDueAmt

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$219,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,776AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$286,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$286,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,295CashDeemedCharitableAmt
Net Vl Noncharitable Assets$282,016NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$612TaxBasedOnInvestmentIncomeAmt
Total Tax$612TotalTaxAmt
Distributable Before Adj$13,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,489DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,564ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,564QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,564AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,489DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,568ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,692ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$25,197ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,834ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,667ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$116,958TotalExcessDistributionCyovAmt
Qualifying Distributions$26,564QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,489AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,075RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$130,033TotalCorpusAmt
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$18,568ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$111,465ExcessDistriCyovToNextYrAmt
Excess From Year4$19,692ExcessFromYear4Amt
Excess From Year3$25,197ExcessFromYear3Amt
Excess From Year2$5,834ExcessFromYear2Amt
Excess From Year1$47,667ExcessFromYear1Amt
Excess From Current Year$13,075ExcessFromCurrentYearAmt

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

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAN JOSE JAZZBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line138 W SANTA CLARA STAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95113ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501 (C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposePRESERVING AND PROMOTING JAZZPRESERVING AND PROMOTIONG JAZZPRESERVING AND PROMOTING JAZZGrantOrContributionPurposeTxt
Amt$26,564Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,564TotalGrantOrContriPdDurYrAmt
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$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,812ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,402ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,402TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JANET DE CARLIBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111640 REGNART CANYON DRAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Total Contributions$51,149TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,110 SHARES WELLS FARGO COMMON STOCK CUSIP XXX-XX-XXXXNoncashPropertyDesc
Fair Market Value$51,149FairMarketValueAmt
Received2018-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryASLCategoryTxt
Amt$1,470Amt
Net Investment Income$1,470NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$193,905
51 CONSUMERS STAPLES$2,815$2,590
85 HEALTHCARE$7,852$7,353
87 INVESCO QQQ$15,893$13,421
28 INVESO S&P 500$5,793$5,035
64 ISHARES MSCI JAPAN$3,650$3,244
59 ISHARES MSCI GLOBAL$1,806$1,593
161 ISHARES MSCI EURO$6,496$5,645
138 ISHARES GLOBAL EN$5,043$4,050
65 ISHARES GLOBAL TECH$11,336$9,362
399 ISHARES MCSI EUROPE FIN$7,983$6,763
31 BARCLAYS ETN+FI$2,808$2,296
17 UBS FI ENHANCED$2,916$2,406
217 VANG FTSE EUROPE$12,014$10,551
VANGUARD FTSE EMERG$1,648$1,562
80 LARGE CAP INDEX$10,038$6,593

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSERVICE CHARGEDesc
Revenue And Expenses Per Books$252RevenueAndExpensesPerBooksAmt
Net Investment Income$252NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ STOCK DONATION TO FMVDesc
Amt$14,211Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS 990PF 2017 EXCISE TAX$64$0$0
FTB$10$0$0
SECRETARY OF STATE$25$25$0
FOREIGN TAX$31$31$0

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