BETA

JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201803199349105015
Schema version
2017v2.3
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)
Return2018-11-15T16:59:00-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK L BOITANOPreparerPersonNm
PTINP00058069PTIN
Phone4083778700PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.217.167.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm20:30:30IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5AB572D0E81ABE51A7401058A14F5DBECDB17ED4AtSubmissionCreationDeviceId
At Submission Filing Device Id9AA0353857B3808D70E7892ADAC2685A5FC2681CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$311,668FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,570ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,580DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,580DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,154TotalRevAndExpnssAmt
Total Net Invst Incm$7,584TotalNetInvstIncmAmt
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$993AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$993AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$166TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,334TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,168TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,389ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,389ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,723TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,168TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,389TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,569ExcessRevenueOverExpensesAmt
Net Investment Income$6,416NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,143CashBOYAmt
Cash EOY$29,336CashEOYAmt
Cash EOYFMV$29,336CashEOYFMVAmt
Prepaid Expenses BOY$74PrepaidExpensesBOYAmt
Corporate Stock BOY$175,280CorporateStockBOYAmt
Corporate Stock EOY$197,682CorporateStockEOYAmt
Corporate Stock EOYFMV$282,332CorporateStockEOYFMVAmt
Total Assets BOY$199,497TotalAssetsBOYAmt
Total Assets EOY$227,018TotalAssetsEOYAmt
Total Assets EOYFMV$311,668TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$199,497RetainedEarningBOYAmt
Retained Earning EOY$227,018RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$199,497TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$227,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$199,497TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$227,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$199,497TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,569ExcessRevenueOverExpensesAmt
Other Increases$31,090OtherIncreasesAmt
Subtotal$227,018SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$227,018TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,849AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$222,921NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.075583DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$258,584NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.146954DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,654AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$281,812NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.119420DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,163AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$254,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.122377DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,769AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$246,619NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.173421DistributionYr5Rt
Total Distribution0.637755TotalDistributionRt
Average Distribution0.127551AverageDistributionRt
Net Vl Noncharitable Assets$275,710NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,167AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$64NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,231AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$61,389QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$64InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$64SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$74ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$74TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10OverpaymentAmt
Applied To ES Tax$10AppliedToESTaxAmt
Refund$0RefundAmt

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

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$253,769AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$279,909TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$279,909AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$275,710NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,786MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,786MinimumInvestmentReturnAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Total Tax$64TotalTaxAmt
Distributable Before Adj$13,722DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,722DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,722DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,389ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,389QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$64PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$61,325AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,722DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$43,090ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,568ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,692ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,197ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,834ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$112,381TotalExcessDistributionCyovAmt
Qualifying Distributions$61,389QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,722AppliedToCurrentYearAmt
Remaining Distri From Corpus$47,667RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$160,048TotalCorpusAmt
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$43,090ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$116,958ExcessDistriCyovToNextYrAmt
Excess From Year4$18,568ExcessFromYear4Amt
Excess From Year3$19,692ExcessFromYear3Amt
Excess From Year2$25,197ExcessFromYear2Amt
Excess From Year1$5,834ExcessFromYear1Amt
Excess From Current Year$47,667ExcessFromCurrentYearAmt

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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LOS GATOS JAZZ
PO BOX 14301CINCINNATIOH45250NONE501 (C)(3)PRESERVING AND PROMOTING JAZZ$500
PALO ALTO MEDICAL FOUNDATION
795 EL CAMINO REALPALO ALTOCA94301NONE501(C) (3)MEDICAL RESEARCH AND EQUIPMENT FOR BREAST CANCER$25,126
PANDEMONIUM AVIARIES
PO BOX 240LOS ALTOSCA94024NONE501 (C)(3)SAVING ENDANGERED BIRDS$300
PENINSULA VOLUNTEERS
800 MIDDLE AVENUEMENLO PARKCA94025NONE501 (C)(3)SERVING SENIOR CITIZENSSERVING SENIOR CITIZENS$200
SALVATION ARMY
PO BOX 2DSAN JOSECA95109NONE501 (C)(3)SERVING THE HOMELESS AND POOR$100
SAN JOSE JAZZ
38 W SANTA CLARA STSAN JOSECA95113NONE501 (C)(3)PRESERVING AND PROMOTING JAZZPRESERVING AND PROMOTIONG JAZZPRESERVING AND PROMOTING JAZZ$10,130
SAN JOSE JAZZ
38 W SANTA CLARA STSAN JOSECA95113NONE501 (C)(3)PRESERVING AND PROMOTING JAZZ$14,969
SAN JOSE JAZZ
38 W SANTA CLARA STSAN JOSECA95113NONE501 (C)(3)PRESERVING AND PROMOTING JAZZ$10,064
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,389TotalGrantOrContriPdDurYrAmt
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$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,580ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,584ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,584TotalIncomeProducingActyAmt

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$51,570TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property850 SHARES WELLS FARGO COMMON STOCK CUSIP XXX-XX-XXXXNoncashPropertyDesc
Fair Market Value$51,570FairMarketValueAmt
Received2017-12-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBSLCategoryTxt
Amt$993Amt
Net Investment Income$993NetInvestmentIncomeAmt
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 (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 CONOCOPHILLIPS$10,144$16,467
PHILLIPS 66 COM$3,015$15,173
FRANKLIN INCOME$30,000$35,435
3755 SH WELLS FARGO COMMON$154,523$215,257

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSERVICE CHARGEDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ STOCK DONATION TO FMVDesc
Amt$31,090Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IRS 990PF 2016 EXCISE TAX$131$0$0
FTB$10$0$0
SECRETARY OF STATE$25$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.