BETA

JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349103349
Schema version
2015v2.1
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)
Return2016-11-15T16:24:55-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942186228PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOITANO SARGENT & LILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11760 THE ALAMEDAAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951261728ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK L BOITANOPreparerPersonNm
PTINP00058069PTIN
Phone4082872123PhoneNum
Preparation2016-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$248,060FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,715DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,715DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,717TotalRevAndExpnssAmt
Total Net Invst Incm$7,717TotalNetInvstIncmAmt
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$1,541AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,234AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$154AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$289TaxesRevAndExpnssAmt
Taxes Net Invst Incm$150TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,830TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,384TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$154TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,909ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,909ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,739TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,384TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,063TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,022ExcessRevenueOverExpensesAmt
Net Investment Income$6,333NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,078CashBOYAmt
Cash EOY$19,404CashEOYAmt
Cash EOYFMV$19,404CashEOYFMVAmt
Prepaid Expenses BOY$266PrepaidExpensesBOYAmt
Prepaid Expenses EOY$137PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$137PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$154,523CorporateStockBOYAmt
Corporate Stock EOY$134,242CorporateStockEOYAmt
Corporate Stock EOYFMV$228,519CorporateStockEOYFMVAmt
Total Assets BOY$168,867TotalAssetsBOYAmt
Total Assets EOY$153,783TotalAssetsEOYAmt
Total Assets EOYFMV$248,060TotalAssetsEOYFMVAmt
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$168,867RetainedEarningBOYAmt
Retained Earning EOY$153,783RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$168,867TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$153,783TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$168,867TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$153,783TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$168,867TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,022ExcessRevenueOverExpensesAmt
Other Increases$16,938OtherIncreasesAmt
Subtotal$153,783SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$153,783TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,654AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$281,812NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.119420DistributionYr1Rt
Adjusted Qlfy Distri Yr2$31,163AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$254,648NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.122377DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,769AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$246,619NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.173421DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,769AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$239,590NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.032426DistributionYr4Rt
Adjusted Qlfy Distri Yr5$39,934AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$224,135NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.178169DistributionYr5Rt
Total Distribution0.625813TotalDistributionRt
Average Distribution0.125163AverageDistributionRt
Net Vl Noncharitable Assets$258,584NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$32,365AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$63NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,428AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,063QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$63InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$63SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$63TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$137EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$137TotalPaymentsAndCreditsAmt
Overpayment$74OverpaymentAmt
Applied To ES Tax$74AppliedToESTaxAmt
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$245,419AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,103AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$262,522TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$262,522AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,938CashDeemedCharitableAmt
Net Vl Noncharitable Assets$258,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,929MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,929MinimumInvestmentReturnAmt
Tax Based On Investment Income$63TaxBasedOnInvestmentIncomeAmt
Total Tax$63TotalTaxAmt
Distributable Before Adj$12,866DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,866DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,866DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,063ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,063QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$63PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,866DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$40,030ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,769ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,090ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,568ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,692ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$129,149TotalExcessDistributionCyovAmt
Qualifying Distributions$38,063QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,197RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$154,346TotalCorpusAmt
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$40,030ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$114,316ExcessDistriCyovToNextYrAmt
Excess From Year4$7,769ExcessFromYear4Amt
Excess From Year3$43,090ExcessFromYear3Amt
Excess From Year2$18,568ExcessFromYear2Amt
Excess From Year1$19,692ExcessFromYear1Amt
Excess From Current Year$25,197ExcessFromCurrentYearAmt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PALO ALTO MEDICAL FOUNDATION
795 EL CAMINO REALPALO ALTOCA94031NONE501 (C)(3)GENERAL FUND CONTRIBUTION AS DIRECTED BY DR GORDON RAY$25,128
PENINSULA VOLUNTEERS
800 MIDDLE AVEMENLO PARKCA94025NONE501 (C)(3)PROVIDING MEALS TO THE ELDERLY$290
SAN JOSE JAZZ
145 W SAN CARLOSSAN JOSECA95113NONE501 (C)(3)PRESERVING AND PROMOTING JAZZ$100
SAN JOSE JAZZ
145 W SAN CARLOSSAN JOSECA95113NONE501 (C)(3)UNDERWRITING FUND CONTRIBUTION FOR THE PERFORMING ARTS$12,091
SAN JOSE POLICE FOUNDATION
1151 NO FOURTHSAN JOSECA95112NONE501 (C)(3)FUND TO HELP VICTIMS OF A FIRE$100
SECOND HARVEST FOOD BANK
4001 NO FIRSTSAN JOSECA95134NONE501 (C)(3)PROVIDING FOOD TO THE HUNGRY$100
USO
PO BOX 96860WASHINGTONDC20077NONE501 (C)(3)WOUNDED WARRIORS PROJECT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,909TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,715ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,717TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBOITANO SARGENT LILLYCategoryTxt
Amt$1,541Amt
Net Investment Income$1,234NetInvestmentIncomeAmt
Disbursements Charitable Prps$154DisbursementsCharitablePrpsAmt

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$14,007
PHILLIPS 66 COM$3,015$12,270
FRANKLIN INCOME$30,000$31,171
3147 SH WELLS FARGO COMMON$91,083$171,071

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ STOCK DONATION TO FMVDesc
Amt$16,938Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
US TREASURY$129$0$0
SERVICE CHARGE$150$150$0

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