2025-07-10T16:42:25-05:00 2024-12-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990PF 2024-01-01 943288290 JANET DE CARLI CHARITABLE FOUNDATION JANE 4082572100 21710 STEVENS CREEK BLVD 200 CUPERTINO CA 95014 KENNETH TERSINI SECRETARY 4082572100 2025-07-10 1 1 JOHN KAWAMOTO P00476783 4082877911 2024 2025-03-06 01:10:19Z X 585951 X X 11585 11585 4627 21607 4627 16212 16212 0 0 0 7850 7850 0 803 803 0 8653 8653 0 2500 2500 11153 8653 2500 5059 7559 11868 11169 11169 962 962 962 382998 384665 573820 395828 396796 585951 762 762 762 762 X 0 0 0 0 395066 396034 395066 396034 395828 396796 395066 5059 0 400125 4091 396034 UBS #8286 ST CAP GAINS P 2024-01-01 2024-12-31 902 1179 -277 -277 UBS #8286 LT CAP GAINS P 2024-01-01 2024-12-31 20705 15801 4904 4904 4627 105 0 105 0 105 200 0 0 0 200 0 95 95 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A KENNETH TERSINI 4082572100 21710 STEVENS CREEK BLVD SUITE 200 CUPERTINO CA 95014 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANET DE CARLI 11640 REGNART CANYON DR CUPERTINO CA 95014 PRESIDENT 1.00 0 0 0 KENNETH TERSINI 21710 STEVENS CREEK BLVD CUPERTINO CA 95014 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 517083 8901 0 525984 0 0 525984 7890 518094 25905 25905 105 105 25800 0 25800 0 25800 2500 0 2500 25800 0 0 648 648 2500 0 0 0 2500 0 648 648 0 0 0 0 0 22652 0 0 0 KENNETH TERSINI X KENNETH TERSINI 21710 STEVENS CREEK BLVD CUPERTINO CA 95014 4082572100 LETTER FORM, INCLUDING ANY BROCHURES AND PROGRAMS REGARDING INSTITUTION. N/A N/A YMCA OF SILICON VALLEY 1717 THE ALAMEDA SAN JOSE CA 95126 NONE 501 (C)(3) ANNUAL GIVING CAMPAIGN 2500 2500 0 14 11585 18 4627 0 16212 0 16212 4 INVESTMENT ACCOUNTS 8 INVESTMENT STOCKS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7850 7850 0 PURSUANT TO IRC SECTION 4942(H)92) AND REG. 53,4942(A)-3(D)(2). THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.SIGNED___________________________TITLE_____________________________ 4208 SH WELLS FARGO COMMON 193320 295570 78 ABB LTD SPON ADR 2022 4189 6 ADOBE INC (DELAWARE) 2823 2668 40 ADVANCED MICRO DEVICES INC 3485 4832 56 ALPHABET INC CL A 5577 10601 56 AMAZON COM INC 9143 12286 26 ANHEUSER BUSCH INBEV SPON ADR 1733 1302 74 APPLE INC 9302 18531 4 ASML HLDG NV SPON ADR 1707 2772 736 BANCO SANTANDER S A SPON ADR 2658 3356 86 BANK OF AMERICA 2795 3780 61 BHP GROUP LTD SPON ADR 2879 2979 2 BLACKROCK INC. 1358 2050 79 BNP PARIBAS SA ADR 2076 2425 12 BOEING COMPANY 2459 2124 59 BOSTON SCIENTIFIC CORP 1979 5270 52 BP PLC SPON ADR 1074 1537 30 BROADCOM INC 1677 6955 52 CANADIAN NAT RESOURCES LTD CAD 2127 1605 36 CAPITAL ONE FINCL CORP 3284 6420 15 CATERPILLAR INC 2630 5441 25 CHEVRON CORP 3618 3621 48 CITIGROUP 2459 3379 36 CONOCOPHILLIPS 2121 3570 6 COSTCO WHOLESALE CORP 2307 5498 12 CROWN CASTLE INTL CORP REIT 1929 1089 79 DEUTSCHE POST AG SPON 3325 2757 47 EDWARDS LIFESCIENCES CORP 4041 3479 15 EXPEDIA GROUP INC 1607 2795 25 EXXON MOBIL CORP 2619 2689 96 FANUC CORP ADR 2370 1252 6 GOLDMAN SACHS GROUP INC 1420 3436 8 ILLINOIS TOOL WORKS INC. 1585 2028 167 ING GROEP N V NL SPON ADR 1666 2617 104 INTESA SANPAOLO SPON ADR 1441 2512 2 INTUIT 1261 1257 12 INTUITIVE SURGICAL INC NEW 2886 6264 41 JOHNSON CTLS INTL PLC 2612 3236 11 JOHNSON & JOHNSON 2023 1591 25 JPMORGAN CHASE & CO 3700 5993 106 KERING S A UN SPONSORED ADR 6954 2611 50 LAM RESEARCH CORP 2229 3612 40 LAS VEGAS SANDS CORP 2389 2054 12 LILLY ELI & CO 1765 9264 5 MASTERCARD INC CL A 1712 2633 8 META PLATFORMS INC CL A 2211 4684 35 MICROSOFT CORP 7362 14753 18 MORGAN STANLEY 1552 2263 6 NETFLIX INC 3636 5348 12 NIKE INC CL B 1622 908 29 NOVARTIS AG SPON ADR 2460 2822 39 ORACLE CORP 2194 6499 14 PEPSICO INC 2621 2129 31 PROCTER & GAMBLE CO 4837 5197 46 ROCHE HLDG 1947 1604 14 SALESFORCE COM INC 3648 4681 116 SANDVIK AB SPON ADR 2666 2076 18 SCHWAB CHARLES 1226 1332 2 SERVICENOW INC 1371 2120 50 SHELL PLC SPON ADR 1836 3133 14 SONY GROUP 1219 1481 16 STARBUCKS 1355 1460 36 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 3480 7110 4 THERMO FISHER SCIENTIFIC INC 1791 2081 27 TOKYO ELECTRON LTD ADR 1466 2038 53 TOTALENERGIES SE SPON ADR 2296 2889 15 TOYOTA MOTOR CORP NEW JAPAN SPON ADR 2176 2919 29 UNILEVER 1400 1644 16 UNION PACIFIC CORP 3309 3649 4 UNITEDHEALTH GROUP INC 1892 2023 15 VISA INC CL A 3181 4741 66 WALMART INC. 3291 5963 22 WOODSIDE ENERGY 473 343 DISALLOWED INVESTMENT EXPENSES 4066 DECREASE TO COST BASIS 25 FOREIGN TAX 461 461 0 IRS-2023 342 342 0