2024-11-05T16:22:47-06:00 2023-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990PF 2023-01-01 680237238 LEO M SHORTINO FAMILY FOUNDATION LEOM 4082756306 1760 THE ALAMEDA SAN JOSE CA 951261728 MARA WILLIAMS LOW EXECUTIVE DIRECTOR 4082756306 2024-11-05 1 0 SCOTT R SMEAD P01208759 4088556770 2023 2024-10-15 13:58:12Z X 62845642 X X 12341 348382 728878 1622348 1622348 518610 107131 3473004 1138738 0 -65076 2077861 3437229 249750 1567 203872 137502 862 112244 19606 123 16005 45955 0 0 241720 171939 11632 33149 0 0 1741 549126 9750 61 7959 569356 554678 8583 1308529 1278356 360295 2441100 2598100 3749629 1278356 2958395 -1671768 2158873 669663 320594 320594 176679 56128 56128 750 2310224 6520192 6520192 5149053 5283394 5283394 48580918 50662706 50662706 5256 2628 4380 2628 2628 239772 0 0 57131439 62845642 62845642 119673 138073 953000 796000 280000 377044 1352673 1311117 X 55778766 61534525 55778766 61534525 57131439 62845642 55778766 -1671768 7516527 61623525 89000 61534525 PUBLICLY TRADED SECURITIES 2023-01-01 2023-12-31 2441397 2334266 107131 107131 ANGELES GLOBAL EQUITY FUND P 2023-01-01 2023-12-31 680548 680548 680548 ANGELES ABSOLUTE RETURN FUND P 2023-01-01 2023-12-31 22934 22934 22934 HARBOURVEST 2018 P 2023-01-01 2023-12-31 37250 37250 37250 HARBOURVEST 2021 P 2023-01-01 2023-12-31 2084 2084 2084 MEZZANINE P 2023-01-01 2023-12-31 12906 12906 12906 PA S COMPANY PRIVATE EQUITY FUND IX LP P 2023-01-01 2023-12-31 158659 158659 158659 VINTAGE 2013 P 2023-01-01 2023-12-31 53556 53556 53556 VINTAGE 2014 P 2023-01-01 2023-12-31 43196 43196 43196 VINTAGE 2015 P 2023-01-01 2023-12-31 8 8 8 ANGELES PRIVATE FUND P 2023-01-01 2023-12-31 20466 20466 20466 1138738 30008 0 30008 0 30008 12106 0 10000 0 22106 X 849 8751 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.SHORTINO.ORG THE FOUNDATION 4082756306 1760 THE ALAMEDA SAN JOSE CA 951261728 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FRANK BOITANO 1760 THE ALAMEDA SAN JOSE CA 95126 CHAIRMAN 2.00 5000 0 0 RICARDO BENAVIDEZ 1760 THE ALAMEDA SAN JOSE CA 95126 VICE CHAIR 2.00 5000 0 0 DAVID HEIMAN 1760 THE ALAMEDA SAN JOSE CA 95126 TREASURER 2.00 5000 0 0 LINDA MURRAY 1760 THE ALAMEDA SAN JOSE CA 95126 SECRETARY 2.00 5000 0 0 GERALD T WADE JR 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 2500 0 0 GARY T SHARA 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 5000 0 0 CHRISTINE BURROUGHS 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 5000 0 0 MICHELE LEW 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 5000 0 0 BUU THAI 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 5000 0 0 MARA WILLIAMS LOW 1760 THE ALAMEDA SAN JOSE CA 95126 EXECUTIVE DIRECTOR 40.00 207250 0 0 MIGUEL SALINAS 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 40.00 0 0 0 NONE 0 NONE 0 0 36088982 452265 21587692 58128939 0 0 58128939 871934 57257005 2862850 2862850 30008 30008 2832842 0 2832842 0 2832842 2958395 0 2958395 2832842 2534364 0 0 2958395 2534364 0 0 424031 0 0 0 0 0 0 0 0 2408811 0 0 0 MARA WILLIAMS LOW 1760 THE ALAMEDA SAN JOSE CA 95126 4082756306 THE APPLICANT ORGANIZATION PROVIDES A LETTER OF INTENT ONLINE 30 DAYS BEFORE THE PROPOSAL GRANT DATE. THE FOUNDATION WILL DETERMINE IF THE APPLICATION IS IN THE FOUNDATION'S AREA OF INTEREST AND WILL REQUEST AN ONLINE PROPOSAL. THE APPLICANT CAN ALSO PROVIDE A WRITTEN GRANT PROPOSAL TO THE EXECUTIVE DIRECTOR. A LETTER OF INTENT IS REQUIRED 60 DAYS AND A GRANT PROPOSAL 30 DAYS PRIOR TO ANY BOARD MEETING THE FOUNDATION PRIMARILY MAKES GRANTS TO ORGANIZATIONS RECOGNIZED BY THE IRS UNDER SECTION 501(C)(3). THE FOUNDAITON MOST OFTEN MAKES GRANTS TO THE SUPPORT OF DIRECT SERVICES AND CAPITAL PROJECTS, ORGANIZAITONS THAT PRIMARILY PROVIDE SERVICES IN SANTA CLARA COUNTY, ORGANIZATIONS THAT HAVE CLEARLY STATED STRATEGIC PLANS, INCORPORATED MEASURABLE OBJECTIVES, AND HAVE A TRACK RECORD OF MATCHING AND EXCEEDING PERFORMANCE GOALS. 10000 DEGREES 1401 LOS GAMOS DRIVE SUITE 205 SAN RAFAEL CA 94903 501(C)(3) 10,000 DEGREES COLLEGE SUCCESS PROGRAMMING IN SAN JOSE 52000 ACE CHARTER SCHOOL 1100 SHASTA AVENUE 250 SAN JOSE CA 95126 BOARD MEMBER 501(C)(3) ACE CHARTER HIGH SCHOOL: COLLEGE SUCCESS PROGRAM 42000 AFRICAN AMERICAN COMMUNITY SERVICES AGENCY 304 N 6TH STREET SAN JOSE CA 95112 501(C)(3) GENERAL OPERATING SUPPORT 26000 ALUM ROCK COUNSELING CENTER 1245 E SANTA CLARA ST SAN JOSE CA 95116 501(C)(3) MENTORING & WELLNESS PROGRAM 36000 ALUM ROCK COUNSELING CENTER 1245 E SANTA CLARA ST SAN JOSE CA 95116 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT 1897 ALUM ROCK AVE SUITE 35 SAN JOSE CA 95116 501(C)(3) GENERAL OPERATING SUPPORT 30000 AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT 1897 ALUM ROCK AVE SUITE 35 SAN JOSE CA 95116 501(C)(3) STRATEGIC PLANNING WISE COUNSEL GRANT 500 ARCHBISHOP MITTY HIGH SCHOOL 5000 MITTY WAY SAN JOSE CA 95129 501(C)(3) TUITION ASSISTANCE 36000 ARCHBISHOP MITTY HIGH SCHOOL 5000 MITTY WAY SAN JOSE CA 95129 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 ART IN ACTION 1755 EAST BAYSHORE SUITE 24A REDWOOD CITY CA 94063 501(C)(3) ART IN ACTION PROGRAM IN SAN JOSE 25000 ART IN ACTION 1755 EAST BAYSHORE SUITE 24A REDWOOD CITY CA 94063 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 BELLARMINE COLLEGE PREPARATORY 960 WEST HEDDING STREET SAN JOSE CA 95126 501(C)(3) TUITION ASSISTANCE 49000 BELLARMINE COLLEGE PREPARATORY 960 WEST HEDDING STREET SAN JOSE CA 95126 501(C)(3) WADE FAMILY TUITION ASSISTANCE FUND 60000 BOYS & GIRLS CLUBS OF SILICON VALLEY 518 VALLEY WAY MILPITAS CA 95035 501(C)(3) SUMMER PROGRAMMING 43000 BOYS & GIRLS CLUBS OF SILICON VALLEY 519 VALLEY WAY MILPITAS CA 95036 501(C)(3) SUMMER PROGRAMMING 83000 BREAKTHROUGH SILICON VALLEY 1635 PARK AVE SAN JOSE CA 95126 501(C)(3) GENERAL OPERATING SUPPORT 26000 BREAKTHROUGH SILICON VALLEY 1635 PARK AVE SAN JOSE CA 95126 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 CAMINARFAMILY & CHILDREN SERVICES DIVISION 411 BOREL AVE SUITE 101 SAN MATEO CA 94402 501(C)(3) FAMILIES AND SCHOOLS TOGETHER (FAST) PROGRAM 22000 CAMINARFAMILY & CHILDREN SERVICES DIVISION 411 BOREL AVE SUITE 101 SAN MATEO CA 94402 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER RD 200 SAN JOSE CA 95134 501(C)(3) CORAL SUMMER LEARNING PROGRAM 41000 CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER RD 200 SAN JOSE CA 95134 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 CENTER FOR TRAINING & CAREERS INC DBA CONXION TO COMMUNITY 749 STORY ROAD STE 10 SAN JOSE CA 95122 501(C)(3) BRIGHT FUTURES AFTERSCHOOL MENTORING AND CHARACTER DEVELOPMENT INTENSIVE CAMP RETREAT 42000 CHILD ADVOCATES OF SILICON VALLEY 509 VALLEY WAY BLDG 2 MILIPITAS CA 95035 501(C)(3) GENERAL OPERATING SUPPORT 26000 CHILD ADVOCATES OF SILICON VALLEY 509 VALLEY WAY BLDG 2 MILIPITAS CA 95035 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE 180 WOZ WAY SAN JOSE CA 95110 501(C)(3) GENERAL OPERATING SUPPORT 27000 CHILDREN'S MUSICAL THEATER 1545 PARKMOOR AVE SAN JOSE CA 95128 BOARD MEMBER 501(C)(3) CMT COMMUNITY ACCESS PROGRAM 42000 CITY YEAR SAN JOSE SILICON VALLEY 1922 THE ALAMEDA SUITE 104 SAN JOSE CA 95126 501(C)(3) CITY YEAR SAN JOS/SILICON VALLEY WHOLE SCHOOL WHOLE CHILD (WSWC) PROGRAM 75000 COMMUNITY SCHOOL OF MUSIC AND ARTS 230 SAN ANTONIO CIRCLE MOUNTAIN VIEW CA 94040 501(C)(3) ART4SCHOOLS IN ALUM ROCK UNION SCHOOL DISTRICT 21000 CRISTO REY SAN JOSE JESUIT HIGH SCHOOL 1389 EAST SANTA CLARA STREET SAN JOSE CA 95116 501(C)(3) GENERAL OPERATING SUPPORT 55000 DIOCESE OF SAN JOSE 1150 N FIRST STREET STE 100 SAN JOSE CA 95112 501(C)(3) TUITION ASSISTANCE 52000 ELEVATE TUTORING 2641 THRASHER LANE SAN JOSE CA 95125 501(C)(3) GENERAL OPERATING SUPPORT 26000 EMPLOYER-SCHOOL COUNCIL 18775 FAVRE RIDGE ROAD LOS GATOS CA 95033 501(C)(3) SCHOLARSHIP PROGRAM 5000 ENVISIONEERS INC 330 TWIN DOLPHIN DRIVE SUITE 115 REDWOOD CITY CA 94065 501(C)(3) GENERAL OPERATING SUPPORT 52000 FAMILY SUPPORTIVE HOUSING INC 692 N KING ROAD SAN JOSE CA 95133 501(C)(3) HOMEWORK ENRICHMENT PROGRAM 21000 FRANKLIN - MCKINLEY SCHOOL DISTRICT 645 WOOL CREEK DRIVE SAN JOSE CA 95112 501(C)(3) FRANKLIN-MCKINLEY SCHOOL DISTRICT SUMMER SCHOOL PROGRAMMING 185000 FRESH LIFELINES FOR YOUTH 568 VALLEY WAY MILPITAS CA 95035 501(C)(3) FLY LAW-RELATED EDUCATION PROGRAMS 37000 FRESH LIFELINES FOR YOUTH 568 VALLEY WAY MILPITAS CA 95035 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 GIRL SCOUTS OF NORTHERN CALIFORNIA 1650 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 501(C)(3) GOT CHOICES SAN JOSE 26000 GRAIL FAMILY SERVICES 2003 E SAN ANTONIO STREET SAN JOSE CA 95116 501(C)(3) GENERAL OPERATING SUPPORT 26000 GUADALUPE RIVER PARK CONSERVANCY 438 COLEMAN AVE SAN JOSE CA 95110 501(C)(3) NATURE-BASED PROGRAMS SUPPORTING ENVIRONMENTAL EDUCATION AND STEM LEARNING 21000 HEALTHIER KIDS FOUNDATION 4040 MOORPARK AVENUE SUITE 100 SAN JOSE CA 95117 501(C)(3) MYHEALTHFIRST SAN JOSE 42000 HEALTHIER KIDS FOUNDATION 4040 MOORPARK AVENUE SUITE 100 SAN JOSE CA 95117 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA 1212 BROADWAY PLAZA SUITE 2100 WALNUT CREEK CA 94596 501(C)(3) JA SAN JOSE YOUTH ECONOMIC EMPOWERMENT INITIATIVE 12000 KIWANIS CLUB OF SAN JOSE FOUNDATION PO BOX 4855 SAN JOSE CA 95130 501(C)(3) SCHOLARSHIP PROGRAM 80000 LATINO EDUCATION ADVANCEMENT FOUNDATION 300 S FIRST ST SAN JOSE CA 95113 501(C)(3) LEAF COLLEGE ACCESS PROGRAM 52000 MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) 510 S FIRST STREET SAN JOSE CA 95113 501(C)(3) GENERAL OPERATING SUPPORT 30000 MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) 510 S FIRST STREET SAN JOSE CA 95113 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 MUSIC FOR MINORS 200 INDUSTRIAL ROAD SUITE 195 SAN CARLOS CA 94070 501(C)(3) IN-SCHOOL MUSIC EDUCATION PROGRAM 21000 NOTRE DAME HIGH SCHOOL SAN JOSE 596 S 2ND STREET SAN JOSE CA 95112 501(C)(3) TUITION ASSISTANCE 36000 PACIFIC CLINICS 251 LLEWELLYN AVENUE CAMPBELL CA 95008 501(C)(3) STRENGTHEN FAMILIES PROGRAM 36000 PENINSULA COLLEGE FUND 526 VALLEY WAY MILPITAS CA 95035 501(C)(3) GENERAL OPERATING SUPPORT 25000 PENINSULA COLLEGE FUND 526 VALLEY WAY MILPITAS CA 95035 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 PIVOTAL 75 E SANTA CLARA STREET SUITE 1450 SAN JOSE CA 95113 501(C)(3) GENERAL OPERATING SUPPORT 52000 PRESENTATION HIGH SCHOOL 2281 PLUMMER AVENUE SAN JOSE CA 95125 501(C)(3) TUITION ASSISTANCE 46000 READING PARTNERS 600B VALLEY WAY MILPITAS CA 95035 501(C)(3) READING PARTNERS PROGRAM IN SAN JOSE SCHOOLS 25000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 501(C)(3) AFTER SCHOOL ACADEMY 21000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 501(C)(3) SUMMER ACADEMY 35000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 SACRED HEART NATIVITY SCHOOLS 310 EDWARDS AVE SAN JOSE PA 95110 501(C)(3) GENERAL OPERATING SUPPORT 35000 SAN JOSE JAZZ 310 SOUTH FIRST ST SAN JOSE CA 95113 501(C)(3) SJZ PROGRESSIONS 37000 SAN JOSE JAZZ 310 SOUTH FIRST ST SAN JOSE CA 95113 501(C)(3) STRATEGIC PLANNING WISE COUNSEL GRANT 500 SAN JOSE MUSEUM OF ART 110 SOUTH MARKET STREET SAN JOSE CA 95113 501(C)(3) SOWING CREATIVITY RESIDENCIES FOR TITLE I STUDENTS 26000 SAN JOSE PUBLIC LIBRARY FOUNDATION PO BOX 611540 SAN JOSE CA 95161 501(C)(3) EXPANDED LEARNING COMMUNITY OF PRACTICE 10000 SAN JOSE TAIKO 565 N 5TH ST SAN JOSE CA 95112 501(C)(3) GENERAL OPERATING SUPPORT 12000 SANTA CLARA COUNTY OFFICE OF EDUCATION 1290 RIDDER PARK DR SAN JOSE CA 95131 501(C)(3) STRATEGIC PLANNING WISE COUNSEL GRANT 500 SCHOOL OF ARTS AND CULTURE AT MHP 1700 ALUM ROCK AVENUE SAN JOSE CA 95116 501(C)(3) GENERAL OPERATING SUPPORT 53000 SCHOOL OF ARTS AND CULTURE AT MHP 1700 ALUM ROCK AVENUE SAN JOSE CA 95116 501(C)(3) STRATEGIC PLANNING WISE COUNSEL GRANT 500 SILICON VALLEY CREATES 38 W SANTA CLARA ST SAN JOSE CA 95113 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 SILICON VALLEY EDUCATION FOUNDATION 1400 PARKMOOR 200 SAN JOSE CA 95126 501(C)(3) ELEVATE [MATH] AND [CS] INNOVATE 35000 SILICON VALLEY EDUCATION FOUNDATION 1400 PARKMOOR 200 SAN JOSE CA 95126 501(C)(3) STRATEGIC PLANNING WISE COUNSEL GRANT 500 SILICON VALLEY URBAN DEBATE LEAGUE 502 VALLEY WAY MILPITAS CA 95035 501(C)(3) PROVIDE EDUCATIONAL ENRICHMENT TO UNDERSERVED STUDENTS THROUGH SPEECH & DEBATE PROGRAMMING 27000 SILICON VALLEY URBAN DEBATE LEAGUE 502 VALLEY WAY MILPITAS CA 95035 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 SJDANCECO 7283 CORONADO DRIVE SAN JOSE CA 95129 501(C)(3) GENERAL OPERATING SUPPORT 11000 SOMOS MAYFAIR 370-B S KING RD SAN JOSE CA 95116 501(C)(3) GENERAL OPERATING SUPPORT 35000 SOMOS MAYFAIR 370-B S KING RD SAN JOSE CA 95116 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 SPRINGBOARD COLLABORATIVE TWO PENN CENTER SUITE 1315 1500 JOHN F KENNEDY PHILADELPHIA CA 19102 501(C)(3) SPRINGBOARD SUMMER 100000 TEATRO VISION PO BOX 28367 SAN JOSE CA 95159 501(C)(3) GENERAL OPERATING SUPPORT 12000 TEATRO VISION PO BOX 28367 SAN JOSE CA 95159 501(C)(3) STRATEGIC PLANNING FOCUS GROUP GRANT 100 THE BEAT WITHIN A PROGRAM OF INTERSECTION FOR THE ARTS 1446 MARKET STREET SAN FRANCISCO CA 94102 501(C)(3) WRITING AND CONVERSATION WORKSHOPS AND BI-WEEKLY MAGAZINE PUBLICATION FOR AT-RISK DETAINED AT FACILITIES IN SANTA CLARA COUNTY. 16000 THE JOSE VALDES MATH FOUNDATION 25 NORTH 14TH STREET SUITE 900 SAN JOSE CA 95112 501(C)(3) GENERAL OPERATING SUPPORT 25000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (ITS CENTER FOR EDUCATIONAL PAR HEARST FIELD ANNEX BUILDING C BERKELEY CA 94720 501(C)(3) DESTINATION COLLEGE ADVISING CORPS (DCAC) 32000 THE TECH INTERACTIVE 201 S MARKET ST SAN JOSE CA 95113 501(C)(3) THE TECH ACADEMIES 26000 TIDES CENTER PO BOX 2997 SAN FRANCISCO CA 94129 501(C)(3) LISTEN4GOOD SPONSORSHIP OF FIVE SHORTINO GRANTEES 15000 VALLEY HEALTH FOUNDATION 2400 CLOVE DR SAN JOSE CA 95128 501(C)(3) SCHOOL-BASED WELLNESS CENTER GRANT PROGRAM 80000 VIA SERVICES INC 350 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 501(C)(3) CAMP VIA WEST 53000 YMCA OF SILICON VALLEY 550 S WINCHESTER BLVD SUITE 250 SAN JOSE CA 95128 501(C)(3) YMCA SUMMER LEARNING PROGRAM 95000 YWCA GOLDEN GATE SILICON VALLEY 375 S THIRD ST SAN JOSE CA 95112 501(C)(3) GENERAL OPERATING SUPPORT 36000 2598100 10000 DEGREES 1401 LOS GAMOS DRIVE SUITE 205 SAN RAFAEL CA 94903 501(C)(3) 10,000 DEGREES COLLEGE SUCCESS PROGRAMMING IN SAN JOSE 52000 ALUM ROCK COUNSELING CENTER 1245 E SANTA CLARA ST SAN JOSE CA 95116 501(C)(3) MENTORING & WELLNESS PROGRAM 36000 ART IN ACTION 1755 EAST BAYSHORE SUITE 24A REDWOOD CITY CA 94063 501(C)(3) ART IN ACTION PROGRAM IN SAN JOSE 25000 CENTER FOR TRAINING & CAREERS INC DBA CONXION TO COMMUNITY 749 STORY ROAD STE 10 SAN JOSE CA 95122 501(C)(3) BRIGHT FUTURES AFTERSCHOOL MENTORING AND CHARACTER DEVELOPMENT INTENSIVE CAMP RETREAT 42000 CITY YEAR SAN JOSE SILICON VALLEY 1922 THE ALAMEDA SUITE 104 SAN JOSE CA 95126 501(C)(3) CITY YEAR SAN JOS/SILICON VALLEY WHOLE SCHOOL WHOLE CHILD (WSWC) PROGRAM 60000 DIOCESE OF SAN JOSE 1150 N FIRST STREET STE 100 SAN JOSE CA 95112 501(C)(3) TUITION ASSITANCE 52000 ENVISIONEERS INC 330 TWIN DOLPHIN DRIVE SUITE 115 REDWOOD CITY CA 94065 501(C)(3) GENERAL OPERATING SUPPORT 52000 GIRL SCOUTS OF NORTHERN CALIFORNIA 1650 HARBOR BAY PKWY STE 100 ALAMEDA CA 94502 501(C)(3) GOT CHOICES SAN JOSE 26000 GUADALUPE RIVER PARK CONSERVANCY 438 COLEMAN AVE SAN JOSE CA 95110 501(C)(3) NATURE-BASED PROGRAMS SUPPORTING ENVIRONMENTAL EDUCATION AND STEM LEARNING 21000 LATINO EDUCATION ADVANCEMENT FOUNDATION 300 S FIRST ST SAN JOSE CA 95113 501(C)(3) LEAF COLLEGE ACCESS PROGRAM 52000 MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) 510 S FIRST STREET SAN JOSE CA 95113 501(C)(3) GENERAL OPERATING SUPPORT 30000 PACIFIC CLINICS 251 LLEWELLYN AVENUE CAMPBELL CA 95008 501(C)(3) STRENGTHEN FAMILIES PROGRAM 36000 PIVOTAL 75 E SANTA CLARA STREET SUITE 1450 SAN JOSE CA 95113 501(C)(3) GENERAL OPERATING SUPPORT 52000 READING PARTNERS 600B VALLEY WAY MILPITAS CA 95035 501(C)(3) READING PARTNERS PROGRAM IN SAN JOSE SCHOOLS 25000 SACRED HEART NATIVITY SCHOOLS 310 EDWARDS AVE SAN JOSE CA 95110 501(C)(3) GENERAL OPERATING SUPPORT 35000 SCHOOL OF ARTS AND CULTURE AT MHP 1700 ALUM ROCK AVENUE SAN JOSE CA 95116 501(C)(3) GENERAL OPERATING SUPPORT 53000 SILICON VALLEY EDUCATION FOUNDATION 1400 PARKMOOR 200 SAN JOSE CA 95126 501(C)(3) ELEVATE [MATH] AND [CS] INNOVATE 35000 SILICON VALLEY URBAN DEBATE LEAGUE 502 VALLEY WAY MILPITAS CA 95035 501(C)(3) PROVIDE EDUCATIONAL ENRICHMENT TO UNDERSERVED STUDENTS THROUGH SPEECH & DEBATE PROGRAMMING 27000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA (ITS CENTER FOR EDUCATIONAL PAR HEARST FIELD ANNEX BUILDING C BERKELEY CA 94720 501(C)(3) DESTINATION COLLEGE ADVISING CORPS (DCAC) 32000 VIA SERVICES INC 350 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 501(C)(3) CAMP VIA WEST 53000 796000 14 14 348382 16 518610 18 107131 0 974123 0 974123 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 45955 0 0 ANY QUALIFYING DISTRIBUTION MADE DURING A TAXABLE YEAR SHALL BE TREATED AS MADE --FIRST OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAXABLE YEAR TO THE EXTENT THEREOF; SECOND OUT OF THE UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR TO THE EXTENT THEREOF; AND THEN OUT OF CORPUS. SONY VAIO AND ACCESSORIES 2011-03-01 1144 1144 SL 3.000000000000 0 0 DELL TOWER AND ACCESSORIES 2011-12-01 1675 1675 SL 3.000000000000 0 0 2 IPADS 2012-09-01 1398 1398 SL 3.000000000000 0 0 ELAINE'S COMPUTER 2014-03-31 1470 1470 SL 3.000000000000 0 0 JEANNE'S COMPUTER 2016-01-01 1331 1331 SL 3.000000000000 0 0 NEW IPADS 2017-02-27 548 548 SL 3.000000000000 0 0 NEW COMPUTERS 2018-10-25 4996 4996 SL 3.000000000000 0 0 NEW COMPUTERS 2022 2022-07-01 5256 876 SL 3.000000000000 1752 0 FIXED INCOME 5283394 5283394 EQUITIES 6520192 6520192 REAL ESTATE FMV 24247433 24247433 ALTERNATIVE INVESTMENTS FMV 26415273 26415273 SONY VAIO AND ACCESSORIES 1144 1144 0 DELL TOWER AND ACCESSORIES 1675 1675 0 2 IPADS 1398 1398 0 ELAINE'S COMPUTER 1470 1470 0 JEANNE'S COMPUTER 1331 1331 0 NEW IPADS 548 548 0 NEW COMPUTERS 4996 4996 0 NEW COMPUTERS 2022 5256 2628 2628 OTHER ASSETS 68525 0 0 INVESTMENT RECEIVABLES 171247 0 0 DEFERRED EXCISE TAXES 89000 INSURANCE 3041 5 614 OFFICE EXPENSE 9762 61 7969 MISCELLANEOUS 1941 0 0 RENTAL EXPENSES 122856 122856 0 RENTAL EXPENSES 260669 260669 0 RENTAL EXPENSES 171087 171087 0 OTHER INVESTMENT EXPENSES 0 -12600 0 MANAGEMENT FEES 0 -52476 0 UNREALIZED GAINS 7506512 PRIOR YEAR ADJUSTMENT 10015 DEFERRED TAX LIABILITY 280000 360000 CURRENT TAX LIABILITY 0 17044 AUDIT AND TAX PREPARATION 27930 0 0 INVESTMENT MANAGEMENT 162850 162850 0 OTHER 50940 9089 11632 EXCISE TAX 33149 0 0