FEDERICO AND ELVIA FAGGIN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FEDERICO AND ELVIA FAGGIN FOUNDATION INC (EIN 45-1027778)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349101465
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T15:22:43-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770164567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFEREINS JANDA ROE & MCCAHAN CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 987 UNIVERSITY AVENUE SUITE 6 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 451027778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERICO AND ELVIA FAGGIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEDE | BusinessNameControlTxt |
| Phone | 6509414079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27910 ROBLE BLANCO | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FEDERICO FAGGIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6507349946 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA L PATTERSON | PreparerPersonNm |
| PTIN | P00322561 | PTIN |
| Phone | 4083542205 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.95.205.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 13:20:44 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 52C34A098882551665A031EBCC9C451934CEE5AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 56B97F6EEEAD9B9E1A37486F4BEB3B3F89F45903 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,345,116 | 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 | $788 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,489,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $409,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $575,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $575,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,944 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,602 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $603,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $603,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $706,299 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $603,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,475 | CashBOYAmt |
| Cash EOY | $41,704 | CashEOYAmt |
| Cash EOYFMV | $41,704 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $502 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,526,898 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,639,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,459,497 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,385,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,156,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,843,413 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,969,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,838,297 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,345,116 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,969,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,838,297 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,969,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,838,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,969,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,838,297 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,969,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,838,380 | SubtotalAmt |
| Other Decreases | $83 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,838,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 27,270 SHRS ALPS ETF TR | P | $702,157 | $648,721 | $53,436 | $53,436 |
| 1,550 SHRS ISHARES TR SELECT DIV | P | $113,227 | $85,844 | $27,383 | $27,383 |
| 750 SHRS SPDR S&P DIVIDEND | P | $74,176 | $55,531 | $18,645 | $18,645 |
| 20,000 SHRS SYNAPTICS INC | P | $1,166,908 | $1,029,610 | $137,298 | $137,298 |
| 676 SHS SPX CORP | P | $31,252 | $19,634 | $11,618 | $11,618 |
| 3,242 SHRS DANONE SPONSORED | P | $56,117 | $47,887 | $8,230 | $8,230 |
| 644 SHRS MICROSOFT CORP | P | $82,178 | $17,832 | $64,346 | $64,346 |
| 622 SHRS SPX CORP | P | $37,046 | $8,861 | $28,185 | $28,185 |
| 734 SHRS SPX FLOW | P | $34,108 | $25,540 | $8,568 | $8,568 |
| 36 SHRS CORTEVA INC | P | $1,042 | $1,027 | $15 | $15 |
| 36 SHRS DUPONT DE NEMOURS | P | $2,390 | $3,097 | -$707 | -$707 |
| TRUIST FINANL CORP - CASH IN LIEU | P | $52 | $52 | $52 | |
| 7 SHRS ALCON INC | P | $412 | $326 | $86 | $86 |
| 161 SHRS CORNING INC | P | $4,612 | $3,525 | $1,087 | $1,087 |
| 126 SHRS CORTEVA INC | P | $3,647 | $3,592 | $55 | $55 |
| 126 SHRS DUPONT DE NEMOURS | P | $8,367 | $9,635 | -$1,268 | -$1,268 |
| 46 SHRS LILLY ELI & CO | P | $6,039 | $2,768 | $3,271 | $3,271 |
| 108 SHRS MERCK & CO INC | P | $8,998 | $6,119 | $2,879 | $2,879 |
| 52 SHRS NEXTERA ENERGY INC | P | $11,727 | $5,055 | $6,672 | $6,672 |
| 11 SHRS TRAVELERS COMPANIES INC | P | $1,453 | $953 | $500 | $500 |
| 87 SHRS WELLTOWER INC | P | $7,775 | $5,346 | $2,429 | $2,429 |
| 44 SHRS ALCON INC | P | $2,588 | $1,931 | $657 | $657 |
| 12 SHRS BOEING CO | P | $3,923 | $4,893 | -$970 | -$970 |
| TRUIST FINANL CORP - CASH IN LIEU | P | $24 | $24 | $24 | |
| 30 SHRS AMERICAN TOWER CORP | P | $6,901 | $3,396 | $3,505 | $3,505 |
| 115 SHRS AMEGEN INC | P | $21,005 | $18,287 | $2,718 | $2,718 |
| 99 SHRS ANALOG DEVICES INC | P | $11,058 | $6,442 | $4,616 | $4,616 |
| 67 SHRS APPLE INC | P | $9,845 | $7,700 | $2,145 | $2,145 |
| 58 SHRS BECTON DICKINSON & CO | P | $14,699 | $8,255 | $6,444 | $6,444 |
| 76 SHRS BOEING CO | P | $24,845 | $26,854 | -$2,009 | -$2,009 |
| 75 SHRS MICROSOFT CORP | P | $10,288 | $3,007 | $7,281 | $7,281 |
| 245 SHRS SUNTRUST BKS INC | P | $16,089 | $14,229 | $1,860 | $1,860 |
| 101 SHRS MICROSOFT CORP | P | $13,716 | $4,049 | $9,667 | $9,667 |
| CAPITAL GAINS DIVIDENDS | P | $399 | $399 | $399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $409,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $620,334 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,225,870 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $578,961 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,005,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041338 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $724,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,383,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050372 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $516,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,832,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034789 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $545,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,141,647 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044887 | DistributionYr5Rt |
| Total Distribution | 0.232049 | TotalDistributionRt |
| Average Distribution | 0.046410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,652,388 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $447,967 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $453,219 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $603,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $3,384 | OverpaymentAmt |
| Applied To ES Tax | $3,384 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FAGGINFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6509414079 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27910 ROBLE BLANCO | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FEDERICO FAGGIN | ||||||||
| 27910 ROBLE BLANCO | LOS ALTOS HILLS | CA | 94022 | CHIEF EXECUTIVE OFFICER | 0.00 | $0 | $0 | $0 |
| ELVIA FAGGIN | ||||||||
| 27910 ROBLE BLANCO | LOS ALTOS HILLS | CA | 94022 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,751,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,799,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,799,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,652,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,619 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,619 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,252 | TotalTaxAmt |
| Distributable Before Adj | $477,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $477,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $477,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $603,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $603,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $597,898 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $54,055 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $603,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $477,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,783 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $179,838 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $179,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $54,055 | ExcessFromYear1Amt |
| Excess From Current Year | $125,783 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FEDERICO FAGGIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27910 ROBLE BLANCO | AddressLine1Txt |
| City | LOS ALTOS HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6509414079 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN PROPOSALS FROM PROSPECTIVE RECIPIENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO CHARITABLE AND EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMPUTER MUSEUM | |||||||
| 2023 STADIUM DRIVE SUITE 1-A | BOZEMAN | MT | 59715 | NONE | PUBLIC | PUBLIC | $30,000 |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PUBLIC | PUBLIC | $125,000 |
| UC SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | NONE | PUBLIC | PUBLICPUBLIC | $106,400 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | NONE | PUBLIC | PUBLIC | $220,000 |
| AAAS | |||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC | PUBLIC | $1,250 |
| ASU FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PUBLIC | PUBLIC | $4,800 |
| CENTER FOR MINDFUL SELF-COMPASSION | |||||||
| 10601-G TIERRASANTA BLVD 205 | SAN DIEGO | CA | 92124 | NONE | PUBLIC | PUBLIC | $8,500 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90042 | NONE | PUBLIC | PUBLIC | $2,500 |
| SANTA BARBARA INST FOR CONSCIOUSNESS | |||||||
| PO BOX 3573 | SANTA BARBARA | CA | 93130 | NONE | PUBLIC | PUBLIC | $7,200 |
| SF BAY AREA CHAPTER UNIVERISTY OF PADOVA | |||||||
| 40374 SAN SEBASTIAN PL | FREMONT | CA | 94539 | NONE | PUBLIC | PUBLIC | $5,000 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | NONE | PUBLIC | PUBLIC | $53,500 |
| THE CURRY SCHOOL FOUNDATION | |||||||
| 405 EMMET STREET | CHARLOTTESVILLE | VA | 22904 | NONE | PUBLIC | PUBLIC | $4,800 |
| UNIVERSITY OF CALIFORNIA DAVIS | |||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | NONE | PUBLIC | PUBLIC | $4,200 |
| UVA HEALTH FOUNDATION | |||||||
| PO BOX 800773 | CHARLOTTESVILLE | CA | 22908 | NONE | PUBLIC | PUBLIC | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $603,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $788 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $575,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $575,417 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER COMMON STOCKS | StockNm |
| EOY Book Value | $2,639,342 | EOYBookValueAmt |
| EOYFMV | $3,459,497 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OPPENHEIMER MONEY MARKET FUNDS | AT COST | $298,969 | $298,969 |
| OPPENHEIMER MUTUAL FUNDS | AT COST | $2,785,774 | $3,130,529 |
| DRAIOS, INC | AT COST | $75,000 | $75,000 |
| PEAXY, INC | AT COST | $4,537,026 | $453,703 |
| ALCHERA, INC | AT COST | $250,406 | $250,406 |
| SILVERBACK LEARNING SOLUTIONS | AT COST | $152,050 | $152,050 |
| PROCEPT BIOROBOTICS CORP | AT COST | $249,999 | $675,231 |
| V-NOVA INTERNATIONAL | AT COST | $1,707,525 | $1,707,525 |
| PIITECH | AT COST | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PY STOCK BASIS | Desc |
| Amt | $83 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $686 | $0 | $0 |
| FILING FEES | $85 | $0 | $0 |
| MISCELLANEOUS | $6,450 | $0 | $0 |
| MANAGEMENT FEES | $50,210 | $50,210 | $0 |
| ADR FEES | $321 | $0 | $0 |
| WEBSITE | $27,850 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,818 | $0 | $0 |
| FEDERAL TAXES | $4,285 | $0 | $0 |