ERNEST AND IRENE PESTANA CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ERNEST AND IRENE PESTANA CHARITABLE FOUNDATION INC (EIN 77-0891712)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102535
- Schema version
- 2019v5.0
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:38:58-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770159132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 Kiely Boulevard Suite 240 | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | 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 | 770891712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNEST AND IRENE PESTANA | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNE | BusinessNameControlTxt |
| Phone | 4082413300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 KIELY BOULEVARD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE A PESTANA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J KELLY JR CPA | PreparerPersonNm |
| PTIN | P00697735 | PTIN |
| Phone | 4082413300 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,910,200 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $330,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,762 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,762 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $360,783 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,783 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,783 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15,758 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $260,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,783 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,501 | CashBOYAmt |
| Cash EOY | $10,916 | CashEOYAmt |
| Cash EOYFMV | $10,916 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $606,774 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,262,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,262,262 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,043,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $603,716 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $636,729 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $422 | OtherAssetsBOYAmt |
| Other Assets EOY | $293 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $293 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,676,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,877,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,910,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,676,615 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,676,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,877,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,676,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,877,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,676,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $260,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,937,140 | SubtotalAmt |
| Other Decreases | $59,953 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,877,187 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,371 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,449,658 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $83,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,230,697 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06783 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,202,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04656 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,867 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,148,385 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04691 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,937 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $998,689 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04600 | DistributionYr5Rt |
| Total Distribution | 0.271012 | TotalDistributionRt |
| Average Distribution | 0.054202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,719,932 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,224 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $308 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,532 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $616 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $616 | SubtotalAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $293 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $293 | TotalPaymentsAndCreditsAmt |
| Tax Due | $323 | TaxDueAmt |
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 |
| 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 | MICHAEL J KELLY JR CPA CFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082413300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 KIELY BOULEVARD SUITE 240 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| IRENE A PESTANA | ||||||
| 360 KIELY BOULEVARD SUITE 240 | SAN JOSE | CA | 95129 | President | 0.00 | $0 |
| MICHAEL J KELLY JR CPACFP | ||||||
| 360 KIELY BOULEVARD SUITE 240 | SAN JOSE | CA | 95129 | VP/Treas/Secr | 0.00 | $0 |
| CAROLYN GUIDO | ||||||
| 2760 GARDENDALE DRIVE | SAN JOSE | CA | 95125 | Vice President | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $905,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $840,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,746,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,746,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,719,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $616 | TotalTaxAmt |
| Distributable Before Adj | $85,381 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,381 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,381 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $84,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,398 | UndistributedIncomePYAmt |
| Qualifying Distributions | $84,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,398 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,102 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $15,279 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37243 | WASHINGTON | DC | 20013 | NONE | 501(C)(3) | THE AMERICAN RED CROSS PROVIDED DISASTER RELIEF SERVICES TO THE INDIVIDUALS INVOLVED IN THE SOUTH ASIA TSUNAMI. | $2,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1400 N DUTTON AVENUE SUITE 20 | SANTA ROSA | CA | 95401 | NONE | 501(C)(3) | CONTRIBUTION TO THE AMERICAN HEART ASSOCIATION FOR THE PREVENTION OF HEART DISEASE. | $1,000 |
| ST JUDE CHILDREN'S RES HOSP | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | THIS IS A CHILDREN'S HOSPITAL THAT PROVIDES MEDICAL CARE TO CHILDREN IN NEED. | $25,000 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | 501(C)(3) | THIS IS AN ORGANIZATION DEDICATED TO THE RESEARCH AND CURE OF LEUKEMIA AND LYMPHOMA. | $5,000 | |
| MAYO CLINIC FOUNDATION | |||||||
| 13400 EAST SHEA BOULEVARD | SCOTTSDALE | AZ | 85259 | NONE | 501(C)(3) | THE PURPOSE OF THE GRANT WAS TO PROVIDE THE MAYO CLINIC WITH FUNDS TO BE UTILIZED IN THEIR CAMPAIGN AGAINST ALZHEIMER DISEASE AND MELANOMA RESEARCH EFFORTS. | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | 501(C)(3) | CONTRIBUTION TO THE AMERICAN CANCER SOCIETY TO HELP AIDE IN THE TREATMENT OF CANCER PATIENTS. | $5,000 |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | 501(C)(3) | CONTRIBUTION TO ALZHEIMER'S DISEASE RESEARCH TO AIDE IN THE TREATMENT OF ALZHEIMER'S DISEASE. | $3,000 |
| SHEPERD'S GATE | |||||||
| 1600 PORTOLA AVENUE | LIVERMORE | CA | 94551 | NONE | 501(C)(3) | CONTRIBUTION TO SHEPERD'S GATE TO HELP PROVIDE BASIC NEEDS FOR WOMEN AND CHILDREN. | $5,000 |
| HUMANE SOCIETY SILICON VALLEY | |||||||
| 901 AMES AVENUE | MILPITAS | CA | 95035 | NONE | 501(C)(3) | CONTRIBUTION TO THE HUMANE SOCIETY TO PROVIDE FOR THE CARE OF FOSTER ANIMALS. | $2,000 |
| ARCHBISHOP MITTY HIGH SCHOOL | |||||||
| 5000 MITTY AVENUE | SAN JOSE | CA | 95129 | NONE | 501(C)(3) | CONTRIBUTION TO ARCHBISHOP MITTY HIGH SCHOOL FOR SUPPORT FOR YOUTH FOUNDATIONS. | $2,000 |
| NIKE ANIMAL RESCUE FOUNDATION | |||||||
| PO BOX 26587 | SAN JOSE | CA | 95159 | NONE | 501(C)(3) | CONTRIBUTION TO THE NIKE ANIMAL RESCUE FOUNDATION TO PROVIDE FOR THE CARE OF FOSTER ANIMALS. | $5,000 |
| BELLARMINE COLLEGE PREPATORY | |||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | CONTRIBUTION TO BELLARMINE COLLEGE PREPARATORY FOR SUPPORT FOR YOUTH FOUNDATIONS. | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CEN | |||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | CONTRIBUTION TO AIDE IN THE TREATMENT OF CANCER PATIENTS. | $1,000 |
| PIKES PEAK HOSPICE AND PALLIATIVE C | |||||||
| 2550 TENDERFOOT HILL ST | COLORADO SPRINGS | CO | 80906 | NONE | 501(C)(3) | CONTRIBUTION TO AIDE IN THE YOUTH. | $2,000 |
| NEWBORN HOPE | |||||||
| PO BOX 2515 | COLORADO SPRINGS | CO | 80901 | NONE | 501(C)(3) | CONTRIBUTION TO AIDE IN THE SUPPORT OF NEWBORNS BORN PREMATURELY. | $2,500 |
| WOUNDED WARRIOR | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | 501(C)(3) | CONTRIBUTION TO HELP VETERANS. | $4,000 |
| 19 FOR LIFE | |||||||
| PO BOX 18832 | SAN JOSE | CA | 95158 | NONE | 501(C)(3) | CONTRIBUTION TO SUPPORT VARIOUS CHARTIABLE CAUSES SUCH AS LUCILE PACKARD CHILDRENS HOSPITAL AND SCHOLARSHIPS TO STUDENT ATHLETES. | $2,000 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | CONTRIBUTION TO AIDE IN THE SUPPORT OF NEWBORNS BORN PREMATURELY. | $1,000 |
| SARCOMA FOUNDATION OF AMERICA | |||||||
| PO BOX 98160 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | CONTRIBUTION TO PRESENTATION HIGH SCHOOL FOR SUPPORT FOR YOUTH FOUNDATIONS. | $5,000 |
| MONTEREY BAY AQUARIUM FOUNDATION | |||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | NONE | 501(C)(3) | CONTRIBUTION TO MONTEREY BAY AQUARIUM FOUNDATION TO PROVIDE FOR ANIMALS. | $2,500 |
| CALIFORNIA STATE PARKS FOUNDATION | |||||||
| 33 NEW MONTGOMERY ST STE 520 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | CONTRIBUTION TO CALIFORNIA STATE PARKS FOUNDATION TO PROVIDE FOR THE PARKS. | $1,000 |
| MEALS ON WHEELS AMERICA | |||||||
| 1550 CRYSTAL DRIVE STE 1005 | ARLINGTON | VA | 22202 | NONE | 501(C)(3) | CONTRIBUTION TO MEALS ON WHEELS AMERICA TO PROVIDE FOR THE HUNGRY. | $1,000 |
| SAN JOSE DOWNTOWN FOUNDATION | |||||||
| 28 N FIRST STREET 1000 | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | CONTRIBUTION TO DOWNTOWN DOORS TO PROVIDE FOR PUBLIC. | $1,000 |
| PATH | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | 501(C)(3) | CONTRIBUTION TO PATH TO PROVIDE FOR THE CARE OF HOMELESS PEOPLE. | $500 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 2425 SAMARITAN DRIVE | SAN JOSE | CA | 95124 | NONE | 501(C)(3) | THIS IS A HOSPITAL FOUNDATION LOCATED IN SAN JOSE, CALIFORNIA. | $1,000 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | CONTRIBUTION TO THE ASPCA TO PROVIDE FOR THE CARE OF FOSTER ANIMALS. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,783 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ERNEST E PESTANA SEPARATE PROP TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 KIELY BOULEVARD SUITE 240 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $330,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TD AMERITRADE- SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $603,716 | BookValueAmt |
| EOYFMV | $636,729 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID FEDERAL TAXES | Desc |
| BOY Book Value | $422 | BOYBookValueAmt |
| EOY Book Value | $293 | EOYBookValueAmt |
| EOYFMV | $293 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $59,953 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| ATTORNEY GENERAL FILING FEE | $75 |
| FEDERAL TAX | $129 |
| FOREIGN TAXES | $14 |
| INVESTMENT MANAGEMENT FEES | $15,530 |
| STATE FILING FEE | $10 |