BETA

BREZZO FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BREZZO FAMILY FOUNDATION (EIN 26-0442202)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-19
IRS object ID
201831709349100008
Schema version
2017v2.2
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)
Return2018-06-19T11:12:35-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-06-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE S KUECHLERPreparerPersonNm
PTINP00233621PTIN
Phone4082006400PhoneNum
Preparation2018-06-06PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,278,680FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$249,990ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$153DividendsRevAndExpnssAmt
Dividends Net Invst Incm$153DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$250,174TotalRevAndExpnssAmt
Total Net Invst Incm$184TotalNetInvstIncmAmt
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$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$105OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$105OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$200TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,905TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,736ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,736ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,792TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$200TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,641TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$198,382ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$210,117SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$158,594SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$158,594SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$500RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$415RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$415RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$455,619CorporateStockBOYAmt
Corporate Stock EOY$705,609CorporateStockEOYAmt
Corporate Stock EOYFMV$1,119,671CorporateStockEOYFMVAmt
Total Assets BOY$666,236TotalAssetsBOYAmt
Total Assets EOY$864,618TotalAssetsEOYAmt
Total Assets EOYFMV$1,278,680TotalAssetsEOYFMVAmt
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$666,236RetainedEarningBOYAmt
Retained Earning EOY$864,618RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$666,236TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$864,618TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$666,236TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$864,618TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$666,236TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$198,382ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$864,618SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$864,618TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,910AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$404,747NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034367DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,646AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$318,074NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030326DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,545AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$218,257NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039151DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,228AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$172,878NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059163DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,567AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$128,762NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.074300DistributionYr5Rt
Total Distribution0.237307TotalDistributionRt
Average Distribution0.047461AverageDistributionRt
Net Vl Noncharitable Assets$916,050NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,477AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,477AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,641QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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$0TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
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 PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (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$727,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$202,106AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$415FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$930,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$930,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,950CashDeemedCharitableAmt
Net Vl Noncharitable Assets$916,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,803MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,803MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$45,803DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,803DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,803DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,641ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$47,641QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$47,641AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,803DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$304ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,584ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,888TotalExcessDistributionCyovAmt
Qualifying Distributions$47,641QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,803AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,838RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,726TotalCorpusAmt
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$304ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,422ExcessDistriCyovToNextYrAmt
Excess From Year4$1,584ExcessFromYear4Amt
Excess From Current Year$1,838ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN BREZZOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
747 CAMDEN AVE STE BCAMPBELLCA95008NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,150
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STEETBALTIMOREMD21201NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
CFRI
2672 BAYSHORE PKWYMOUNTAIN VIEWCA94043NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
DOCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN98120NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$100
THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100ARLINGTONVA22203NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
ROTARY CLUB OF SAN JOSE FOUNDATION
1690 SENTER ROADSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$6,586
NEW MUSEUM LOS GATOS
106 E MAIN STLOS GATOSCA95030NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$50
MOZILLA FOUNDATION
331 EAST EVELYN AVENUEMOUNTAIN VIEWCA94041NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
SECOND HARVEST FOOD BANK
750 CURTNER AVESAN JOSECA95125NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
SHARE YOUR HEART BALL (CAMP RAINBOW GOLD)
216 WEST JEFFERSONBOISEID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
TROUT UNLIMITED
1777 N KENT STREETARLINGTONVA22209NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$2,500
THE SALVATION ARMY
PO BOX 2DSAN JOSECA95109NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
WOOD RIVER LAND TRUST
119 E BULLION STHAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$4,000
PURSUIT OF EXCELLENCE
1249 PINE STPALO ALTOCA94301NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,000
THE SAINTE CLAIRE HISTORIC PRESERVATION FOUNDATION
P O BOX 1327SAN JOSECA95109NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$5,000
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,736TotalGrantOrContriPdDurYrAmt
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$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$153ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$184ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184TotalIncomeProducingActyAmt

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$249,990TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,088 SHARES OF SVB FINANCIALNoncashPropertyDesc
Fair Market Value$249,990FairMarketValueAmt
Received2017-11-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$200NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,800DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA - 393 SHARES$2,982$11,601
SVB FINANCIAL GROUP - 3,652 SHARES$702,627$1,108,070

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$105RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$105DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN BREZZOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17290 VIA BREZZOAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95120ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$3,951Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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