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            <BusinessNameLine1>RESPITE RESEARCH FOR ALZHEIMERS D</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>2380 ENBORG LN</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95128</ZIPCode>
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          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
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          <Amount>500</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>ROMAN CATHOLIC BISHOP OF SAN JOSE</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1150 N 1ST ST STE 100</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95112</ZIPCode>
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          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>Annual Diocesan Appeal Fund</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>ROMAN CATHOLIC BISHOP OF SAN JOSE</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1150 N 1ST ST STE 100</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95112</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>Bishops Circle of Excellence Initiative</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SACRED HEART COMMUNITY SERVICE</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>1381 S 1ST ST</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95110</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SACRED HEART NATIVITY SCHOOL</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>310 EDWARDS AVE</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95110</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SAINT MARY OF THE IMMACULATE CONCEP</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>219 BEAN AVE</AddressLine1>
            <City>LOS GATOS</City>
            <State>CA</State>
            <ZIPCode>95030</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SAN GABRIEL MISSION HIGH SCHOOL</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>254 S SANTA ANITA AVE</AddressLine1>
            <City>SAN GABRIEL</City>
            <State>CA</State>
            <ZIPCode>91776</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SANTA CLARA UNIVERSITY DEVELOPMENT</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>500 EL CAMINO REAL</AddressLine1>
            <City>SANTA CLARA</City>
            <State>CA</State>
            <ZIPCode>95050</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>500</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SANTA CLARA UNIVERSITY DEVELOPMENT</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>500 EL CAMINO REAL</AddressLine1>
            <City>SANTA CLARA</City>
            <State>CA</State>
            <ZIPCode>95050</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>Campus Ministry SEARCH Retreats Fund</PurposeOfGrantOrContribution>
          <Amount>250</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SANTA CLARA VALLEY AMERICAN RED CRO</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>2731 N 1ST ST</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95134</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SECOND HARVEST FOOD BANK OF SANTA C</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>750 CURTNER AVE</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95125</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>2500</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SERVICES FOR BRAIN INJURY</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>60 DAGGETT DR</AddressLine1>
            <City>SAN JOSE</City>
            <State>CA</State>
            <ZIPCode>95134</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(1)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>500</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>SUSAN G KOMEN BREAST CANCER FOUNDAT</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>5005 LBJ FWY STE 250</AddressLine1>
            <City>DALLAS</City>
            <State>TX</State>
            <ZIPCode>75244</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(2)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <GrantOrContriPaidDuringYear>
          <RecipientBusinessName>
            <BusinessNameLine1>THE HEALTH TRUST</BusinessNameLine1>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1>2105 S BASCOM AVE STE 220</AddressLine1>
            <City>CAMPBELL</City>
            <State>CA</State>
            <ZIPCode>95008</ZIPCode>
          </RecipientUSAddress>
          <RecipientRelationship>N/A</RecipientRelationship>
          <RecipientFoundationStatus>509(a)(2)</RecipientFoundationStatus>
          <PurposeOfGrantOrContribution>General Unrestricted</PurposeOfGrantOrContribution>
          <Amount>1000</Amount>
        </GrantOrContriPaidDuringYear>
        <TotGrantOrContriPaidDuringYear>38500</TotGrantOrContriPaidDuringYear>
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        <DividendsAndIntFromSecPartVII>
          <ExclusionCode>14</ExclusionCode>
          <ExclusionAmount>25956</ExclusionAmount>
        </DividendsAndIntFromSecPartVII>
        <GainSalesAssetsOthThanInvntry>
          <ExclusionCode>18</ExclusionCode>
          <ExclusionAmount>8019</ExclusionAmount>
        </GainSalesAssetsOthThanInvntry>
        <SubtotalsPartXVIA>
          <ExclusionAmount>33975</ExclusionAmount>
        </SubtotalsPartXVIA>
        <TotalPartXVIA>33975</TotalPartXVIA>
      </AnalysisIncomeProducingActy>
      <TrnsfrTrRlnWithNoncharitableEO>
        <TrnsfrOfCashToNoncharitableEO>false</TrnsfrOfCashToNoncharitableEO>
        <TrnsfrOthAssetsNoncharitableEO>false</TrnsfrOthAssetsNoncharitableEO>
        <SalesOrExchangesOfAssets>false</SalesOrExchangesOfAssets>
        <PurchaseAssetsNoncharitableEO>false</PurchaseAssetsNoncharitableEO>
        <RentalOfFacilitiesEtc>false</RentalOfFacilitiesEtc>
        <ReimbursementArrangements>false</ReimbursementArrangements>
        <LoansOrLoanGuarantees>false</LoansOrLoanGuarantees>
        <PerformanceOfServicesEtc>false</PerformanceOfServicesEtc>
        <SharingOfFacilitiesEtc>false</SharingOfFacilitiesEtc>
        <RelationshipsNoncharitableEOs>false</RelationshipsNoncharitableEOs>
      </TrnsfrTrRlnWithNoncharitableEO>
    </IRS990PF>
    <GeneralExplanationAttachment documentId="990PF:151" softwareId="11000218" softwareVersion="2011.0.0"></GeneralExplanationAttachment>
    <InvestmentsCorpBondsSchedule documentId="990PF:90" softwareId="11000218" softwareVersion="2011.0.0">
      <InvestmentsCorpBonds>
        <NameOfBond>CATERPILLAR FINL SVCS - 6.125 - 02/17/2014 14912L4F5 3000000.00%</NameOfBond>
        <EOYBookValue>30398</EOYBookValue>
        <EOYFMV>33215</EOYFMV>
      </InvestmentsCorpBonds>
      <InvestmentsCorpBonds>
        <NameOfBond>METLIFE INC SR NT 6.75000 06/01/2016 59156RAU2 5000000.00%</NameOfBond>
        <EOYBookValue>50890</EOYBookValue>
        <EOYFMV>57602</EOYFMV>
      </InvestmentsCorpBonds>
      <InvestmentsCorpBonds>
        <NameOfBond>VERIZON COMM INC NT 5.500 04/01/2017 92343VAG9 5000000.00%</NameOfBond>
        <EOYBookValue>49890</EOYBookValue>
        <EOYFMV>57702</EOYFMV>
      </InvestmentsCorpBonds>
    </InvestmentsCorpBondsSchedule>
    <InvestmentsCorpStockSchedule documentId="990PF:89" softwareId="11000218" softwareVersion="2011.0.0">
      <InvestmentsCorpStock>
        <NameOfStock>671 shares of BLACKROCK GLOBAL ALLOC A MDLOX</NameOfStock>
        <EOYBookValue>13356</EOYBookValue>
        <EOYFMV>12179</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>1910 shares of DELAWARE DIVERSIFIED INCOME A DPDFX</NameOfStock>
        <EOYBookValue>17745</EOYBookValue>
        <EOYFMV>17496</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>276 shares of FIRST EAGLE SOGEN GLOBAL FUND CLASS A SGENX</NameOfStock>
        <EOYBookValue>13305</EOYBookValue>
        <EOYFMV>12436</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>200 shares of ISHARES BARCLAYS AGGREGATE BOND FUND AGG</NameOfStock>
        <EOYBookValue>21888</EOYBookValue>
        <EOYFMV>22050</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>672 shares of ISHARES MSCI EMERGING MARKETS INDEX FD EEM</NameOfStock>
        <EOYBookValue>25752</EOYBookValue>
        <EOYFMV>25496</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>2186 shares of ISHARES SP 500 GROWTH INDEX FUND IVW</NameOfStock>
        <EOYBookValue>132713</EOYBookValue>
        <EOYFMV>147402</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>2584 shares of ISHARES SP 500 VALUE INDEX FUND IVE</NameOfStock>
        <EOYBookValue>164557</EOYBookValue>
        <EOYFMV>149434</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>449 shares of ISHARES SP MIDCAP 400 BARRA VALUE IJJ</NameOfStock>
        <EOYBookValue>34100</EOYBookValue>
        <EOYFMV>34115</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>338 shares of ISHARES SP MIDCAP 400 GROWTH INDEX FUND IJK</NameOfStock>
        <EOYBookValue>26901</EOYBookValue>
        <EOYFMV>33371</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>283 shares of ISHARES SP SMALLCAP 600 GROWTH INDEX FD IJT</NameOfStock>
        <EOYBookValue>18015</EOYBookValue>
        <EOYFMV>21075</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>307 shares of ISHARES SP SMALLCAP 600 VALUE INDEX FUND IJS</NameOfStock>
        <EOYBookValue>21409</EOYBookValue>
        <EOYFMV>21416</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>2610 shares of ISHARES TRUST MSCI EAFE INDEX FUND EFA</NameOfStock>
        <EOYBookValue>155454</EOYBookValue>
        <EOYFMV>129273</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>511 shares of IVY ASSET STRATEGY FD CLASS A WASAX</NameOfStock>
        <EOYBookValue>13142</EOYBookValue>
        <EOYFMV>11377</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>1687 shares of OPPENHEIMER INTERNATIONAL BOND FUND - CLASS A OIBAX</NameOfStock>
        <EOYBookValue>11186</EOYBookValue>
        <EOYFMV>10478</EOYFMV>
      </InvestmentsCorpStock>
      <InvestmentsCorpStock>
        <NameOfStock>1554 shares of PIMCO FUNDS TOTAL RETURN FUND CLASS A PTTAX</NameOfStock>
        <EOYBookValue>17002</EOYBookValue>
        <EOYFMV>16893</EOYFMV>
      </InvestmentsCorpStock>
    </InvestmentsCorpStockSchedule>
    <OtherExpensesSchedule documentId="990PF:79" softwareId="11000218" softwareVersion="2011.0.0">
      <OtherExpenses>
        <Description>Administrative Fees</Description>
        <RevenueAndExpensesPerBooks>8553</RevenueAndExpensesPerBooks>
        <DisbursementsCharitablePrps>8553</DisbursementsCharitablePrps>
      </OtherExpenses>
      <OtherExpenses>
        <Description>State or Local Filing Fees</Description>
        <RevenueAndExpensesPerBooks>25</RevenueAndExpensesPerBooks>
        <DisbursementsCharitablePrps>25</DisbursementsCharitablePrps>
      </OtherExpenses>
    </OtherExpensesSchedule>
    <OtherProfessionalFeesSchedule documentId="990PF:77" softwareId="11000218" softwareVersion="2011.0.0">
      <OtherProfessionalFees>
        <Category>Investment Management Services</Category>
        <Amount>5390</Amount>
        <NetInvestmentIncome>5390</NetInvestmentIncome>
      </OtherProfessionalFees>
    </OtherProfessionalFeesSchedule>
  </ReturnData>
</Return>