MARCHESE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARCHESE FAMILY FOUNDATION (EIN 20-5187898)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201523139349100327
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T11:10:42-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milani & Associates CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 The Alameda 315 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951262305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205187898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCHESE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 4083958375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 E MAIN ST | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS MARCHESE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK D MILANI | PreparerPersonNm |
| PTIN | P00747081 | PTIN |
| Phone | 4082885358 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,827,352 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $52,560 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,560 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $52,560 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,309 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,309 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,445 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $213,704 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $259,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,869 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,869 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $15,195 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,202 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $56,243 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $136,513 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $209,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,201 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,201 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $364,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,869 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,869 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,564 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,302,463 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,365,193 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,302,463 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,302,463 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $105,359 | CorporateStockBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,713,039 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $383,191 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,386,091 | LandBOYAmt |
| Land EOY | $2,329,848 | LandEOYAmt |
| Land EOYFMV | $3,241,975 | LandEOYFMVAmt |
| Other Assets BOY | $150,112 | OtherAssetsBOYAmt |
| Other Assets EOY | $271,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $271,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,020,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,915,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,827,352 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,020,055 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,915,225 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,020,055 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,915,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,020,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,915,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,020,055 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,830 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,915,225 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,915,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1900 SHS BANK OF AMERICA | P | 2007-08-14 | 2014-06-20 | $29,345 | $48,574 | -$19,229 | -$19,229 |
| 1266 SHS PG & E | P | 2006-08-15 | 2014-06-20 | $57,910 | $53,007 | $4,903 | $4,903 |
| 485 SHS VERIZON COMMUNICATIONS | P | 2000-01-01 | 2014-12-16 | $22,519 | $16,072 | $6,447 | $6,447 |
| 66 SHS COMERICA INCORP | P | 2007-08-15 | 2014-12-17 | $2,949 | $3,778 | -$829 | -$829 |
| 116 SHS FRONTIER COMMUNICATIONS | P | 2000-01-01 | 2014-12-17 | $722 | $1,063 | -$341 | -$341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,097 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,097 | SubtotalAmt |
| Tax Based On Investment Income | $1,097 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $79 | OverpaymentAmt |
| Applied To ES Tax | $79 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK D MILANI CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082885358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 THE ALAMEDA STE 315 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRIS MARCHESE | ||||||
| PO BOX 3148 | SARATOGA | CA | 95070 | President | 20.00 | $0 |
| HELEN OWEN | ||||||
| PO BOX 3148 | SARATOGA | CA | 95070 | Secretary | 20.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MARCHESE FAMILY FOUNDATION IS IN ITS EARLY STAGE. FROM CONTRIBUTIONS RECEIVED AND THE EARNINGS THEREON, THE FOUNDATION PLANS TO MAKE DONATIONS TO QUALIFIED PUBLIC CHARITABLE, EDUCATIONAL AND SCIENTIFIC ORGANIZATIONS, PROVIDED SUCH DONATIONS ARE IN COMPLIANCE WITH ALL FEDERAL AND STATE TAX LAWS AND WILL NOT CAUSE THE FOUNDATION TO JEOPARDIZE ITS TAX-EXEMPT STATUS. THE AFOREMENTIONED ORGANIZATIONS WILL IDEALLY BE BASED IN CALIFORNIA; HOWEVER, DONATIONS TO EXCEPTIONALLY MERITORIOUS ORGANIZATIONS WILL BE CONSIDERED REGARDLESS OF THE GEOGRAPHIC LOCATION OF SUCH ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $56,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,849,145 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,917,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,917,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,843,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,097 | TotalTaxAmt |
| Distributable Before Adj | $241,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $241,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $241,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,201 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $155,201 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $155,201 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,095 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $30,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $55,603 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,201 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,201 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $85,816 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $85,816 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $78 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| BELLARMINE COLLEGE PREPARATORY | |||||||
| 850 ELM ST | SAN JOSE | CA | 95126 | 501C3 | EDUCATION PROGRAM | $550 | |
| SAINT FRANCIS HIGH SCHOOL | |||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 94040 | 501C3 | HIGH SCHOOL PROGRAM | $6,600 | |
| CHCP | |||||||
| PO BOX 5366 | SAN JOSE | CA | 95150 | 501C3 | EDUCATION PROGRAM | $100 | |
| CITTI FAMILY FOUNDATION | |||||||
| 800 SCOTT BLVD | SANTA CLARA | CA | 95050 | 501C3 | NONPROFIT ORGANIZATION | $17,305 | |
| VALLE MONTE LEAGUE | |||||||
| P O BOX 5874 | SAN JOSE | CA | 95151 | 501C3 | NONPROFIT ORGANIZATION | $5,215 | |
| MORGAN AUTISM CENTER | |||||||
| 2280 KENWOOD AVENUE | SAN JOSE | CA | 95128 | 501C3 | NONPROFIT ORGANIZATION | $8,568 | |
| O'CONNOR HOSPITAL | |||||||
| 2105 FOREST AVENUE | SAN JOSE | CA | 95128 | 501C3 | COMMUNITY HEALTH SYSTEMS | $6,024 | |
| SACRED HEART CHURCH | |||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | 501C3 | CHURCH | $14,950 | |
| CHINESE PERFORMING ARTISTS OF AMERI | |||||||
| 6148 BOLLINGER ROAD | SAN JOSE | CA | 95129 | 501C3 | NONPROFIT ORGANIZATION | $3,000 | |
| CHILDREN'S MUSICAL THEATER OF SAN J | |||||||
| 1401 PARKMOOR AVE | SAN JOSE | CA | 95126 | 501C3 | NONPROFIT ORGANIZATION | $2,500 | NONE |
| NOTABLE MUSIC ARTS ORGANIZATION | |||||||
| 5655 SILVER CREEK VALLEY RD | SAN JOSE | CA | 95138 | 501C3 | NONPROFIT ORGANIZATION | $16,575 | NONE |
| SACRED HEART NATIVITY SCHOOL | |||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | 501C3 | NONPROFIT ORGANIZATION | $13,446 | NONE |
| CARMELITE MONASTERY | |||||||
| 1000 LINCOLN ST | SANTA CLARA | CA | 95050 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| CRISTO REY SAN JOSE JESUIT HIGH SCH | |||||||
| 1390 5 WOUNDS LN | SAN JOSE | CA | 95116 | 501C3 | EDUCATION PROGRAM | $2,500 | NONE |
| CHRISMAS IN THE PARK | |||||||
| 171 BRANHAM LANE | SAN JOSE | CA | 95136 | 501C3 | NONPROFIT ORGANIZATION | $500 | NONE |
| GOOD KARMA BIKES | |||||||
| 345 SUNOL ST | SAN JOSE | CA | 95126 | 501C3 | NONPROFIT ORGANIZATION | $250 | NONE |
| ANDY'S ORCHARD | |||||||
| 1615 HALF RD | MORGAN HILL | CA | 95037 | 501C3 | NONPROFIT ORGANIZATION | $4,062 | NONE |
| HISTORY SAN JOSE | |||||||
| 1650 SENTER RD | SAN JOSE | CA | 95112 | 501C3 | NONPROFIT ORGANIZATION | $1,050 | NONE |
| HOLY RESURRECTION CHRUCH | |||||||
| 26050 KAY AVE | HAYWARD | CA | 94545 | 501C3 | NONPROFIT ORGANIZATION | $2,000 | NONE |
| HOPE SERVICES | |||||||
| 3100 ALFRED ST | SANTA CLARA | CA | 95054 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| LITTLE ITALY SAN JOSE FUND | |||||||
| 438 NORTHWOOD DR | SO SAN FRANCISCO | CA | 94080 | 501C3 | NONPROFIT ORGANIZATION | $23,628 | NONE |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | NONPROFIT ORGANIZATION | $300 | NONE |
| LOAVES FISHES FAMILY KITCHEN | |||||||
| 1609 REGATTA LN | SAN JOSE | CA | 95112 | 501C3 | NONPROFIT ORGANIZATION | $1,600 | NONE |
| MARCHANT TRAVEL | |||||||
| 10520 SOUTH DE ANZA BLVD | CUPERTINO | CA | 95014 | 501C3 | NONPROFIT ORGANIZATION | $600 | NONE |
| OUTSIDE IN | |||||||
| 568 SOQUEL DR | APTOS | CA | 95003 | 501C3 | NONPROFIT ORGANIZATION | $250 | NONE |
| ROTARY CLUB OF SAN JOSE FOUNDATION | |||||||
| 1690 SENTER ROAD | SAN JOSE | CA | 95112 | 501C3 | NONPROFIT ORGANIZATION | $1,500 | NONE |
| PATHWAYS | |||||||
| 585 N MARY AVE | SUNNYVALE | CA | 94085 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| SAN JOSE PUBLIC LIBRARY FOUNDATION | |||||||
| 150 E SAN FERNONDO ST | SAN JOSE | CA | 95112 | 501C3 | NONPROFIT ORGANIZATION | $5,000 | NONE |
| SACRED HEART MEN'S CLUB | |||||||
| 2251 MAIN STREET | BATON ROUGE | LA | 70802 | 501C3 | NONPROFIT ORGANIZATION | $555 | NONE |
| SAN JOSE JAZZ | |||||||
| 38 W SANTA CLARA ST | SAN JOSE | CA | 95113 | 501C3 | NONPROFIT ORGANIZATION | $800 | NONE |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 675 ALMANOR AVE | SUNNYVALE | CA | 94085 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| SHASTA REGIONAL COMMUNITY FOUNDATIO | |||||||
| 1335 ARBORETUM DR | REDDING | CA | 96003 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| THE BONNIE ADDARIO LUNG CANCER FDN | |||||||
| 1100 INDUSTRIAL RD | SAN CARLOS | CA | 94070 | 501C3 | NONPROFIT ORGANIZATION | $200 | NONE |
| THE CEDARS OF MARIN | |||||||
| 115 UPPER RD | ROSS | CA | 94957 | 501C3 | NONPROFIT ORGANIZATION | $200 | NONE |
| WOUNDED WARRIOR PROJECT | |||||||
| 8880 RIO SAN DIEGO DR | SAN DIEGO | CA | 92108 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| CPAA ARTS CENTER | |||||||
| 6148 BOLLINGER RD | SAN JOSE | CA | 95129 | 501C3 | NONPROFIT ORGANIZATION | $550 | NONE |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | 501C3 | NONPROFIT ORGANIZATION | $651 | NONE |
| GOODWILL HERITAGE FOUNDATION | |||||||
| 714 S 27TH STREET | TACOMA | WA | 98409 | 501C3 | NONPROFIT ORGANIZATION | $163 | NONE |
| GOODWILL HERITAGE FOUNDATION | |||||||
| 714 S 27TH STREET | TACOMA | WA | 98409 | 501C3 | NONPROFIT ORGANIZATION | $659 | NONE |
| CHILDREN'S CANCER DREAM NETWORK | |||||||
| 140 BEACH ST | DAYTONA BEACH | FL | 32114 | 501C3 | NONPROFIT ORGANIZATION | $100 | NONE |
| CIRCLE OF EXCELLENCE | |||||||
| WASHINGTON DC | WASHINGTON DC | DC | 20277 | 501C3 | NONPROFIT ORGANIZATION | $1,000 | NONE |
| LUCILE PACKARD FOUNDATION | |||||||
| 400 HAMILITON AVE | PALO ALTO | CA | 94301 | 501C3 | NONPROFIT ORGANIZATION | $500 | NONE |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 501C3 | NONPROFIT ORGANIZATION | $9,625 | NONE |
| YOUTH FOCUS | |||||||
| 1620 FRUITDALE AVE | SAN JOSE | CA | 95128 | 501C3 | NONPROFIT ORGANIZATION | $1,525 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,201 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | $52,560 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | $2,309 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,380 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,049 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,331 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,200 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,195 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2007-01-01 | $1,558,358 | $278,087 | SL | 0.0256 | $39,956 |
| IMPROVEMENT | 2001-01-01 | $635,228 | $48,861 | SL | 0.0256 | $16,287 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $1,558,358 | $318,043 | $1,240,315 | $1,824,882 |
| Improvements | $635,228 | $65,148 | $570,080 | $635,000 |
| Land | $519,453 | $519,453 | $782,093 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT RECEIVABLE FROM PROPERTY | Desc |
| BOY Book Value | $150,112 | BOYBookValueAmt |
| EOY Book Value | $271,350 | EOYBookValueAmt |
| EOYFMV | $271,350 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $74 |
| OFFICE EXPENSES | $7,358 |
| Rental Expenses | $129,081 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Income - Noninvestment Property | Desc |
| Revenue And Expenses Per Books | $213,704 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $1,202 | Amt |
Comments