BETA

JANET DE CARLI CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JANET DE CARLI CHARITABLE FOUNDATION (EIN 94-3288290)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-26
IRS object ID
201522999349100257
Schema version
2014v5.0
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)
Return2015-10-26T13:19:44-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK L BOITANOPreparerPersonNm
PTINP00058069PTIN
Phone4082872123PhoneNum
Preparation2015-10-19PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$291,013FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,091DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,091DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,092TotalRevAndExpnssAmt
Total Net Invst Incm$8,092TotalNetInvstIncmAmt
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$2,031AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$203AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$147TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,178TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,625TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$203TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,451ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,451ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,629TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,625TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,654TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,537ExcessRevenueOverExpensesAmt
Net Investment Income$6,467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,957CashBOYAmt
Cash EOY$14,078CashEOYAmt
Cash EOYFMV$14,078CashEOYFMVAmt
Prepaid Expenses BOY$653PrepaidExpensesBOYAmt
Prepaid Expenses EOY$266PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$266PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$174,322CorporateStockBOYAmt
Corporate Stock EOY$154,523CorporateStockEOYAmt
Corporate Stock EOYFMV$276,669CorporateStockEOYFMVAmt
Total Assets BOY$183,932TotalAssetsBOYAmt
Total Assets EOY$168,867TotalAssetsEOYAmt
Total Assets EOYFMV$291,013TotalAssetsEOYFMVAmt
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$183,932RetainedEarningBOYAmt
Retained Earning EOY$168,867RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$183,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$168,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$183,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$168,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$183,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,537ExcessRevenueOverExpensesAmt
Other Increases$12,472OtherIncreasesAmt
Subtotal$168,867SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$168,867TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,163AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$254,648NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.122377DistributionYr1Rt
Adjusted Qlfy Distri Yr2$42,769AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$246,619NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.173421DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,769AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$239,590NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032426DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,934AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$224,135NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.178169DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,203AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$192,484NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.172497DistributionYr5Rt
Total Distribution0.678890TotalDistributionRt
Average Distribution0.135778AverageDistributionRt
Net Vl Noncharitable Assets$281,812NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,264AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$65NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,329AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,654QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$129InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$129SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$266EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$266TotalPaymentsAndCreditsAmt
Overpayment$137OverpaymentAmt
Applied To ES Tax$137AppliedToESTaxAmt
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$273,968AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,136AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$286,104TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$286,104AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$281,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,091MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,091MinimumInvestmentReturnAmt
Tax Based On Investment Income$129TaxBasedOnInvestmentIncomeAmt
Total Tax$129TotalTaxAmt
Distributable Before Adj$13,962DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,962DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,962DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,654ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,654QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,654AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,962DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$33,203ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,030ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,769ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$43,090ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,568ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$142,660TotalExcessDistributionCyovAmt
Qualifying Distributions$33,654QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,962AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,692RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$162,352TotalCorpusAmt
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$33,203ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,149ExcessDistriCyovToNextYrAmt
Excess From Year4$40,030ExcessFromYear4Amt
Excess From Year3$7,769ExcessFromYear3Amt
Excess From Year2$43,090ExcessFromYear2Amt
Excess From Year1$18,568ExcessFromYear1Amt
Excess From Current Year$19,692ExcessFromCurrentYearAmt

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 CARLI - 11640 REGNART CANYRecipientPersonNm

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
AMERICAN CANCER
PO BOX 22718OKLAHOMA CITYOK73123NONE501 (C)(3)MEDICAL RESEARCH$1,014
LA JAZZ
PO BOX 8038LONG BEACHCA90808NONE501 (C)(3)PRESERVING AND PROMOTING JAZZ$100
NATIONAL ASSOC OF LATINO ARTS AND CULTURE (NALAC)
1208 BUENA VISTASAN ANTONIOTX78207NONE501 (C)(3)DEVELOPING AND EXPANDING THE LATINO ARTS AND CULTURE$100
PALO ALTO MEDICAL FOUNDATION
795 EL CAMINO REALPALO ALTOCA94031NONE501 (C)(3)GENERAL FUND CONTRIBUTION AS DIRECTED BY DR GORDON RAY$25,199
PENINSULA VOLUNTEERS
800 MIDDLE AVEMENLO PARKCA94025NONE501 (C)(3)PROVIDING MEALS TO THE ELDERLY$405
SAN JOSE JAZZ
145 W SAN CARLOSSAN JOSECA95113NONE501 (C)(3)SUMMERFEST UNDERWRITING FUND CONTRIBUTION FOR THE PERFORMING ARTS$6,533
VIA SERVICES
2851 PARK AVENUESANTA CLARACA95050NONE501 (C)(3)GENERAL FUND$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,451TotalGrantOrContriPdDurYrAmt
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$8,091ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,092ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,092TotalIncomeProducingActyAmt

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$2,031Amt
Net Investment Income$1,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$203DisbursementsCharitablePrpsAmt

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$20,718
PHILLIPS 66 COM$3,015$10,755
FRANKLIN INCOME$30,000$35,729
3821 SH WELLS FARGO COMMON$111,364$209,467

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJ STOCK DONATION TO FMVDesc
Amt$12,472Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$0
US TREASURY$137$0$0

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