2019-11-15T16:54:08-06:00 2018-12-31 770051130 ABBOTT STRINGHAM & LYNCH 1530 MERIDIAN AVE 2ND FLR SAN JOSE CA 95125 990PF 2018-01-01 943288290 JANET DE CARLI CHARITABLE FOUNDATION JANE 4088723156 11640 REGNART CANYON DR CUPERTINO CA 95014 JANET DE CARLI PRESIDENT 4088723156 2019-11-14 1 FRANK L BOITANO P00058069 4083778700 2019-11-14 12.217.167.71 2019-11-14 15:19:45 PS P F2CBB06AF0C0BFA6D697359176620E55FDB7D752 9AA0353857B3808D70E7892ADAC2685A5FC2681C 2018 2020-04-17 16:48:07Z X 281432 X 51149 1 1 6589 6589 25812 72646 25812 83551 32402 0 0 0 1470 1470 0 130 56 0 252 252 0 1852 1778 0 26564 26564 28416 1778 26564 55135 30624 29336 2154 2154 2909 0 0 2909 2909 197682 291411 276369 227018 296474 281432 110 0 110 X 0 0 0 0 227018 296364 227018 296364 227018 296474 227018 55135 14211 296364 0 296364 INVESCO S&P P 2018-09-10 2018-09-26 2080 2069 11 11 ISHARES GLOBAL P 2018-09-12 2018-09-26 1610 1606 4 4 CONOCO P 2009-07-30 2018-01-30 17593 10144 7449 7449 FRANKLIN INCOME P 2009-12-08 2018-01-30 36023 30000 6023 6023 PHILLIPS P 2019-07-30 2018-01-30 15340 3015 12325 12325 25812 0 61325 275710 0.222426 16849 222921 0.075583 38000 258584 0.146954 33654 281812 0.119420 31163 254648 0.122377 0.686760 0.137352 282016 38735 306 39041 26564 612 0 612 0 612 10 0 0 10 1 603 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A JANET DE CARLI 4088723156 11640 REGNART CANYON RD 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 11640 REGNART CANYON DR CUPERTINO CA 95014 SECRETARY 0.00 0 0 0 BRUCE POWELL PO BOX 922 CUPERTINO CA 95015 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 219535 66776 0 286311 0 0 286311 4295 282016 14101 14101 612 612 13489 0 13489 0 13489 26564 0 26564 0 26564 13489 0 0 18568 19692 25197 5834 47667 116958 26564 0 0 0 13489 13075 0 0 130033 0 0 0 0 0 0 18568 111465 19692 25197 5834 47667 13075 JANET DE CARLI X JANET DE CARLI 11640 REGNART CANYON DR CUPERTINO CA 95014 4088723156 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) PRESERVING AND PROMOTING JAZZPRESERVING AND PROMOTIONG JAZZPRESERVING AND PROMOTING JAZZ 26564 26564 0 14 1 14 6589 18 25812 0 32402 0 32402 4 INVESTMENT ACCOUNTS 8 INVESTMENT STOCKS 0 0 0 0 0 0 0 0 0 0 X X 1 JANET DE CARLI 11640 REGNART CANYON DR CUPERTINO CA 95014 51149 X 1 1,110 SHARES WELLS FARGO COMMON STOCK CUSIP XXX-XX-XXXX 51149 2018-12-31 ASL 1470 1470 0 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 193905 51 CONSUMERS STAPLES 2815 2590 85 HEALTHCARE 7852 7353 87 INVESCO QQQ 15893 13421 28 INVESO S&P 500 5793 5035 64 ISHARES MSCI JAPAN 3650 3244 59 ISHARES MSCI GLOBAL 1806 1593 161 ISHARES MSCI EURO 6496 5645 138 ISHARES GLOBAL EN 5043 4050 65 ISHARES GLOBAL TECH 11336 9362 399 ISHARES MCSI EUROPE FIN 7983 6763 31 BARCLAYS ETN+FI 2808 2296 17 UBS FI ENHANCED 2916 2406 217 VANG FTSE EUROPE 12014 10551 VANGUARD FTSE EMERG 1648 1562 80 LARGE CAP INDEX 10038 6593 SERVICE CHARGE 252 252 0 ADJ STOCK DONATION TO FMV 14211 IRS 990PF 2017 EXCISE TAX 64 0 0 FTB 10 0 0 SECRETARY OF STATE 25 25 0 FOREIGN TAX 31 31 0