BETA

BREZZO FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BREZZO FAMILY FOUNDATION (EIN 26-0442202)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-19
IRS object ID
201531709349100503
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)
Return2015-06-19T11:49:55-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line155 ALMADEN BLVD SUITE 600AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP951131605ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE S KUECHLERPreparerPersonNm
PTINP00233621PTIN
Phone4084941200PhoneNum
Preparation2015-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$220,784FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48TotalRevAndExpnssAmt
Total Net Invst Incm$48TotalNetInvstIncmAmt
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$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$160AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,440AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,636TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$186TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,095ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,095ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,731TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$186TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,545TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,683ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$16,010SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,054SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,054SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,767CorporateStockBOYAmt
Corporate Stock EOY$1,767CorporateStockEOYAmt
Corporate Stock EOYFMV$214,730CorporateStockEOYFMVAmt
Total Assets BOY$17,778TotalAssetsBOYAmt
Total Assets EOY$7,821TotalAssetsEOYAmt
Total Assets EOYFMV$220,784TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,274LoansFromOfficersBOYAmt
Total Liabilities BOY$1,274TotalLiabilitiesBOYAmt
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$16,504RetainedEarningBOYAmt
Retained Earning EOY$7,821RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,504TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,821TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,778TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,821TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,504TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,683ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,821SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,821TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,228AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$172,878NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059163DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,567AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$128,762NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.074300DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,590AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$133,350NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041920DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,104AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$97,805NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103308DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,945AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$59,545NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.116634DistributionYr5Rt
Total Distribution0.395325TotalDistributionRt
Average Distribution0.079065AverageDistributionRt
Net Vl Noncharitable Assets$218,257NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,256AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,256AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,545QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
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$814EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$814TotalPaymentsAndCreditsAmt
Overpayment$814OverpaymentAmt
Applied To ES Tax$814AppliedToESTaxAmt
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 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
Individual With BooksFOUNDATIONIndividualWithBooksNm
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 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 (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$210,935AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,646AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$221,581TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$221,581AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,324CashDeemedCharitableAmt
Net Vl Noncharitable Assets$218,257NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,913MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,913MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$10,913DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,913DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,913DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,545ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,545QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,545AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,913DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,968ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,214ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,129ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,584ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,895TotalExcessDistributionCyovAmt
Qualifying Distributions$8,545QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,545AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,368ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,368ExcessDistributionCyovAppCYAmt
Total Corpus$11,527TotalCorpusAmt
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$1,600ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,927ExcessDistriCyovToNextYrAmt
Excess From Year4$5,214ExcessFromYear4Amt
Excess From Year2$3,129ExcessFromYear2Amt
Excess From Year1$1,584ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BCRD (BLAINE COUNTY RECREATION DISTRICT)
1050 FOX ACRES ROAD 107HAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$100
COLLINGS FDN
137 BARTON ROAD PO BOX 248STOWMA01775NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$450
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN98120NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$135
FILOLI
86 CANADA ROADWOODSIDECA94062NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$210
IDAHO COMMUNITY FOUNDATION
210 WEST STATE STREETBOISEID83702NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
IDAHO NATURE CONSERVANCY
116 1ST AVE NORTHHAILEYID83333NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
LITTLE ITALY SAN JOSE
350 W JULIAN 4SAN JOSECA95110NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$50
ROTARY CLUB OF SAN JOSE FOUNDATION
1690 SENTER ROADSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$800
SAN JOSE ROTARY FOUNDATION
1690 SENTER ROADSAN JOSECA95112NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$300
SECOND HARVEST FOOD BANK
750 CURTNER AVESAN JOSECA95125NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
SUN VALLEY SKI EDUCATION
217 PICABO STKETCHUMID83340NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$250
THE SALVATION ARMY
PO BOX 2DSAN JOSECA95109NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$500
THE UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$300
WOOD RIVER LAND TRUST
255 W JULIAN STREET SUITE 200SAN JOSECA95110NONE501(C)(3)TO SUPPORT CHARITABLE ACTIVITY$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,095TotalGrantOrContriPdDurYrAmt
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$47ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$48ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$160NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,440DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA - 398 SHARES$707$7,031
SVB FINANCIAL GROUP - 1,850 SHARES$1,060$207,699

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$26RevenueAndExpensesPerBooksAmt
Net Investment Income$26NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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)
CategorySTATE TAX AND FILING FEESCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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