THE LEO M SHORTINO FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE LEO M SHORTINO FOUNDATION (EIN 68-0237238)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-22
- IRS object ID
- 202232659349100208
- Schema version
- 2021v4.2
- 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
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-22T08:40:33-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271155496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 W TAYLOR STREET STE A | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680237238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO M SHORTINO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEOM | BusinessNameControlTxt |
| Phone | 4082756306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 THE ALAMEDA | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951261728 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARA WILLIAMS LOW | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4082756306 | PhoneNum |
| Signature | 2022-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARA | PersonFirstNm |
| Person Last | WILLIAMS LOW | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,577,161 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Net Invst Incm | $348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $225,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $536,925 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,525,999 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,525,999 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $520,091 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $426,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,088,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,291,487 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,066 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$71,976 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,185,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,282,783 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $186,507 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,380 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,110 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,383 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,445 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,716 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,886 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,563 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $293,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $227,148 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,182 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $441,737 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $453 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,754 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $501,553 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $490,727 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,147,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,170,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,983,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,317,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,131,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,170,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,482,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$945,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,111,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $315,960 | CashBOYAmt |
| Cash EOY | $441,953 | CashEOYAmt |
| Cash EOYFMV | $441,953 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $81,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,422,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,422,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,462,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $368,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $368,970 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,685,773 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,716,446 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,716,446 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $51,497,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $55,859,725 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $55,859,725 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,562 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,181 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $57,372 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,767,723 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,767,723 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,101,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,577,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,577,161 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $141,843 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $138,096 | AccountsPayableEOYAmt |
| Grants Payable BOY | $801,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $467,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $282,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $375,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,224,843 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $980,596 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,876,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $64,596,565 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,876,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,596,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,101,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,577,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,876,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$945,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,758,829 | OtherIncreasesAmt |
| Subtotal | $64,689,565 | SubtotalAmt |
| Other Decreases | $93,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,596,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2021-12-31 | $4,790,000 | $4,630,015 | $159,985 | $159,985 | |
| MEZZANINE | 2021-01-01 | 2021-12-31 | $28,814 | $28,814 | $28,814 | P | |
| VINTAGE 2013 | 2021-01-01 | 2021-12-31 | $564,198 | $564,198 | $564,198 | P | |
| VINTAGE 2014 | 2021-01-01 | 2021-12-31 | $72,532 | $72,532 | $72,532 | P | |
| VINTAGE 2015 | 2021-01-01 | 2021-12-31 | $7 | -$7 | -$7 | P | |
| ANGELES GLOBAL EQUITY FUND | 2021-01-01 | 2021-12-31 | $1,591,942 | $1,591,942 | $1,591,942 | P | |
| ANGELES ABSOLUTE RETURN FUND | 2021-01-01 | 2021-12-31 | $432,083 | $432,083 | $432,083 | P | |
| HARBOURVEST 2018 | 2021-01-01 | 2021-12-31 | $117,329 | $117,329 | $117,329 | P | |
| HARBOURVEST 2020 | 2021-01-01 | 2021-12-31 | $58,945 | $58,945 | $58,945 | P | |
| HARBOURVEST 2021 | 2021-01-01 | 2021-12-31 | $901 | -$901 | -$901 | P | |
| PUBLICLY TRADED SECURITIES | 2021-01-01 | 2021-12-31 | $2,433,102 | $2,166,535 | $266,567 | $266,567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,291,487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,820 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,820 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18,335 | TaxDueAmt |
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.SHORTINO.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 | 4082756306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 THE ALAMEDA | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951261728 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK BOITANO | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | CHAIRMAN | 2.00 | $5,000 | $0 | $0 |
| RICARDO BENAVIDEZ | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | VICE CHAIR | 2.00 | $5,000 | $0 | $0 |
| DAVID HEIMAN | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | TREASURER | 2.00 | $5,000 | $0 | $0 |
| LINDA MURRAY | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | SECRETARY | 2.00 | $5,000 | $0 | $0 |
| GERALD T WADE JR | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| GARY T SHARA | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| CHRISTINE BURROUGHS | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| MICHELE LEW | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| MARA WILLIAMS LOW | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | EXECUTIVE DIRECTOR | 40.00 | $90,507 | $0 | $0 |
| ANNE EHRESMAN | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | EXECUTIVE DIRECTOR (FORMER) | 40.00 | $56,000 | $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 | $41,637,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $423,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,380,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,440,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,440,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $951,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,488,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,124,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,124,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,155 | TotalTaxAmt |
| Distributable Before Adj | $3,067,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,067,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,067,276 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,482,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,482,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,067,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,142,217 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,482,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,142,217 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $340,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,726,563 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARA WILLIAMS LOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 THE ALAMEDA | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082756306 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A LETTER OF INTENT IS REQUIRED 60 DAYS AND A GRANT PROPOSAL 30 DAYS PRIOR TO ANY BOARD MEETING | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVENUE | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | COLLEGE SUCCESS AND ALUMNI SUPPORT PROGRAM | $40,000 | |
| ACHIEVEKIDS | ||||||||
| 3860 MIDDLEFIELD | PALO ALTO | CA | 94303 | 501(C)(3) | GENERAL OPERATING SUPPORT; SUNSET GRANT PAYMENT | $7,500 | ||
| ACKNOWLEDGE ALLIANCE | ||||||||
| 2483 OLD MIDDLEFIELD WAY SUITE 201 | MOUNTAIN VIEW | CA | 94043 | 501(C)(3) | GENERAL OPERATING SUPPORT; SUNSET GRANT PAYMENT | $5,000 | ||
| AFRICAN AMERICAN COMMUNITY SERVICES AGENCY | ||||||||
| 304 N 6TH ST | SAN JOSE | CA | 95112 | 501(C)(3) | GENERAL OPERATING SUPPORT | $33,000 | ||
| ALUM ROCK COUNSELING CENTER | ||||||||
| 777 NORTH FIRST STREET SUITE 444 | SAN JOSE | CA | 95112 | 501(C)(3) | MENTORING PROGRAM FOR MIDDLE SCHOOLERS | $35,000 | ||
| AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT | ||||||||
| 1897 ALUM ROCK AVE SUITE 35 | SAN JOSE | CA | 95116 | 501(C)(3) | GENERAL OPERATING SUPPORT | $33,000 | ||
| ARCHBISHOP MITTY HIGH SCHOOL | ||||||||
| 5000 MITTY WAY | SAN JOSE | CA | 95129 | 501(C)(3) | SCHOLARSHIP PROGRAM | $30,000 | ||
| ART IN ACTION | ||||||||
| 1755 EAST BAYSHORE SUITE 24A | REDWOOD CITY | CA | 94063 | 501(C)(3) | VISUAL ARTS EDUCATION PROGRAM | $50,000 | ||
| BELLARMINE COLLEGE PREPARATORY | ||||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | DIRECT TUITION ASSISTANCE FUND | $47,000 | |
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | GENERAL OPERATING SUPPORT | $82,500 | ||
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | SUMMER EXTENDED LEARNING PROGRAM | $56,000 | ||
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | 501(C)(3) | COLLEGE ACCESS PROGRAM | $25,000 | ||
| CAMINARFAMILY & CHILDREN SERVICES DIVISION | ||||||||
| 2600 S EL CAMINO REAL STE 200 | SAN MATEO | CA | 94403 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||||
| 2625 ZANKER RD 200 | SAN JOSE | CA | 95134 | 501(C)(3) | SUMMER EXTENDED LEARNING PROGRAM | $42,000 | ||
| CENTER FOR TRAINING & CAREERS INC DBA CONXION TO COMMUNITY | ||||||||
| 749 STORY ROAD STE 10 | SAN JOSE | CA | 95122 | 501(C)(3) | INTENSIVE LIFE-SKILLS MENTORING PROGRAM FOR HIGH-RISK YOUTH. | $40,000 | ||
| CHAC | ||||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) | MENTAL HEALTH PREVENTION/EARLY INTERVENTION FOR MOUNTAIN VIEW WHISMAN SCHOOL DISTRICT; SUNSET GRANT PAYMENT | $12,500 | ||
| CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE | ||||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| CHILDREN'S MUSICAL THEATER | ||||||||
| 1401 PARKMOOR AVENUE STE 100 | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | TO SUPPORT SUMMER PROGRAMMING IN 2021 | $5,000 | |
| CHILDREN'S MUSICAL THEATER | ||||||||
| 1401 PARKMOOR AVENUE STE 100 | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | THE COMMUNITY ACCESS PROGRAM PROVIDES ACCESS TO THEATER EDUCATION OPPORTUNITIES THROUGH SCHOLARSHIPS AND FREE TICKETS. | $40,000 | |
| CITIZEN SCHOOLS | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | ||
| CITY YEAR SAN JOSE SILICON VALLEY | ||||||||
| 1922 THE ALAMEDA SUITE 104 | SAN JOSE | CA | 95126 | 501(C)(3) | CITY YEAR WORKS WITH PUBLIC SCHOOLS TO HELP STUDENTS SUCCEED THROUGH ITS WHOLE SCHOOL WHOLE CHILD PROGRAM, CONSISTING OF TUTORING/MENTORING, AFTERSCHOOL STEAM ENRICHMENT AND SCHOOL-WIDE ENGAGEMENTS. | $75,000 | ||
| COLLEGESPRING | ||||||||
| 1990 N CALIFORNIA BLVD SUITE 20 | WALNUT CREEK | CA | 94596 | 501(C)(3) | SUNSET GRANT | $15,000 | ||
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 230 SAN ANTONIO CIRCLE | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) | ARTS INSTRUTCTION PROGRAM FOR STUDENTS ENROLLED IN ALUM ROCK UNION ELEMENTARY SCHOOL DISTRICT | $20,000 | ||
| CRISTO REY SAN JOSE JESUIT HIGH SCHOOL | ||||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | 501(C)(3) | TUITION ASSISTANCE FUND | $50,000 | ||
| DIOCESE OF SAN JOSE | ||||||||
| 1150 N FIRST STREET STE 100 | SAN JOSE | CA | 95112 | 501(C)(3) | ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME STUDENTS | $50,000 | ||
| EAST SIDE COMMUNITY ARTS PROGRAM OF ALUM ROCK EDUCATIONAL FOUNDATION | ||||||||
| ALUM ROCK EDUCATIONAL FOUNDATION PO | SAN JOSE | CA | 95156 | 501(C)(3) | GENERAL OPERATING SUPPORT | $30,000 | BOX 56178 | |
| ELEVATE TUTORING | ||||||||
| 2641 THRASHER LANE | SAN JOSE | CA | 95125 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| EMPLOYER-SCHOOL COUNCIL | ||||||||
| 17508 HIGH ST | LOS GATOS | CA | 95030 | 501(C)(3) | SCHOLARSHIP PROGRAM | $10,000 | ||
| FAMILY SUPPORTIVE HOUSING INC | ||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | 501(C)(3) | HOMEWORK ENRICHMENT PROGRAM THAT ADDRESSES THE DISTINCT EDUCATIONAL BARRIERS THAT CHILDREN AND YOUTH WHO ARE EXPERIENCING HOMELESSNESS CONFRONT. | $20,000 | ||
| FRESH LIFELINES FOR YOUTH | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | EDUCATION PROGRAMS | $35,000 | ||
| FRIENDS FOR YOUTH | ||||||||
| 1741 BROADWAY | REDWOOD CITY | CA | 94063 | 501(C)(3) | GENERAL OPERATING SUPPORT; SUNSET GRANT PAYMENT | $5,000 | ||
| GIRL SCOUTS OF NORTHERN CALIFORNIA | ||||||||
| 1650 HARBOR BAY PKWY STE 100 | ALAMEDA | CA | 94502 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| GRAIL FAMILY SERVICES | ||||||||
| 2003 E SAN ANTONIO STREET | SAN JOSE | CA | 95116 | 501(C)(3) | YWCR+ BUILDS THE LITERACY AND EARLY MATH SKILLS OF K-1ST GRADERS THROUGH 1:1 MENTORING AND BY EQUIPPING THEIR PARENTS WITH KNOWLEDGE AND TOOLS TO SUPPORT THEIR CHILDRENS LEARNING AT HOME. | $25,000 | ||
| GUADALUPE RIVER PARK CONSERVANCY | ||||||||
| 438 COLEMAN AVE | SAN JOSE | CA | 95110 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | ||||||||
| 3003 OAK ROAD 130 | WALNUT CREEK | CA | 94597 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||
| KIWANIS CLUB OF SAN JOSE FOUNDATION | ||||||||
| P O BOX 6684 | SAN JOSE | CA | 95150 | 501(C)(3) | SCHOLARSHIP PROGRAM | $80,000 | ||
| MENTOR TUTOR CONNECTION | ||||||||
| P O BOX 1473 | LOS ALTOS | CA | 94023 | 501(C)(3) | GENERAL OPERATING SUPPORT; SUNSET GRANT PAYMENT | $7,500 | ||
| MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) | ||||||||
| 510 S FIRST STREET | SAN JOSE | CA | 95113 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| MUSIC FOR MINORS | ||||||||
| 1100 INDUSTRIAL ROAD SUITE 10 | SAN CARLOS | CA | 94070 | 501(C)(3) | THE TEACHERS1ST INITIATIVE WILL CREATE AN ONGOING TEACHER PIPELINE BY DEVELOPING STRATEGIC PARTNERSHIPS WITH COLLEGES, UNIVERSITIES, AND MUSIC EDUCATION AND PERFORMANCE ORGANIZATIONS. | $20,000 | ||
| MVLA SCHOLARS | ||||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | 501(C)(3) | COLLEGE SCHOLARSHIPS; SUNSET GRANT PAYMENT | $12,000 | ||
| NOTRE DAME HIGH SCHOOL SAN JOSE | ||||||||
| 596 S SECOND STREET | SAN JOSE | CA | 95112 | 501(C)(3) | TUITION ASSISTANCE FUND | $35,000 | ||
| PENINSULA COLLEGE FUND | ||||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | COLLEGE SCHOLARSHIPS | $24,000 | ||
| PIVOTAL | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | 501(C)(3) | SERVING FOSTER CARE YOUTH AS THEY NAVIGATE FROM HIGH SCHOOL TO COLLEGE | $50,000 | ||
| PRESENTATION HIGH SCHOOL | ||||||||
| 2281 PLUMMER AVE | SAN JOSE | CA | 95125 | 501(C)(3) | TUITION FINANCIAL ASSISTANCE | $44,000 | ||
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 | ||
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) | SUMMER EXTENDED LEARNING PROGRAM | $61,000 | ||
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) | AFTER SCHOOOL ACADEMIC PROGRAM | $20,000 | ||
| SACRED HEART NATIVITY SCHOOLS | ||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | 501(C)(3) | ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME STUDENTS | $30,000 | ||
| SAN JOSE JAZZ | ||||||||
| 310 SOUTH FIRST ST | SAN JOSE | CA | 95113 | 501(C)(3) | TO SUPPORT SUMMER PROGRAMMING IN 2021 | $8,000 | ||
| SAN JOSE JAZZ | ||||||||
| 310 SOUTH FIRST ST | SAN JOSE | CA | 95113 | 501(C)(3) | YOUTH DEVLOPMENT THROUGH MUSIC EDUCATION | $35,000 | ||
| SAN JOSE MUSEUM OF ART | ||||||||
| 111 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| SAN JOSE TAIKO | ||||||||
| 565 N 5TH ST | SAN JOSE | CA | 95112 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||
| SCHOOL OF ARTS AND CULTURE AT MHP | ||||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | 501(C)(3) | GENERAL OPERATING SUPPORT | $58,000 | ||
| SILICON VALLEY EDUCATION FOUNDATION | ||||||||
| 1400 PARKMOOR 200 | SAN JOSE | CA | 95126 | 501(C)(3) | GENERAL OPERATING SUPPORT | $42,000 | ||
| SILICON VALLEY URBAN DEBATE LEAGUE | ||||||||
| 502 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| SJDANCECO | ||||||||
| 7283 CORONADO DRIVE | SAN JOSE | CA | 95129 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||
| SOMOS MAYFAIR | ||||||||
| 370-B S KING RD | SAN JOSE | CA | 95128 | 501(C)(3) | IN OUR HANDS: K-3RD GRADE PROGRAMMING CLOSES THE OPPORTUNITY GAP FOR CHILDREN AT CESAR CHAVEZ AND BEN PAINTER ELEMENTARY SCHOOLS, WITH THE GOAL THAT THEY ARE AT READING LEVEL BY 3RD GRADE. | $30,000 | ||
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1315 1500 | PHILADELPHIA | PA | 19102 | 501(C)(3) | SUMMER EXTENDED LEARNING PROGRAM | $105,000 | JOHN F KENNEDY | |
| TEATRO VISION | ||||||||
| PO BOX 28367 | SAN JOSE | CA | 95159 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||
| THE BEAT WITHIN A PROGRAM OF INTERSECTION FOR THE ARTS | ||||||||
| PO BOX 34310 | SAN FRANCISCO | CA | 94134 | 501(C)(3) | GENERAL OPERATING SUPPORT | $15,000 | ||
| THE JOSE VALDES MATH FOUNDATION | ||||||||
| 25 NORTH 14TH STREET SUITE 60 | SAN JOSE | CA | 95112 | 501(C)(3) | GENERAL OPERATING SUPPORT | $38,000 | ||
| THE TABARD THEATRE COMPANY | ||||||||
| 29 N SAN PEDRO STREET SUITE 200 | SAN JOSE | CA | 95110 | 501(C)(3) | GENERAL OPERATING SUPPORT | $10,000 | ||
| THE TECH INTERACTIVE | ||||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 | ||
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | 501(C)(3) | SUMMER EXTENDED LEARNING PROGRAM | $54,000 | ||
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | 501(C)(3) | AFTER SCHOOL ACADEMIC PROGRAM | $20,000 | ||
| UNIVERSITY OF CALIFORNIA BERKELEY CENTER FOR EDUCATIONAL PARTNERSHIPS | ||||||||
| HEARST FIELD ANNEX BUILDING C | BERKELEY | CA | 94729 | 501(C)(3) | SAN JOSE DESTINATION COLLEGE ADVISING CORPS INITIATIVE | $30,000 | ||
| UPLIFT FAMILY SERVICES | ||||||||
| 251 LLEWELLYN AVENUE | CAMPBELL | CA | 95008 | 501(C)(3) | GENERAL OPERATING SUPPORT | $35,000 | ||
| VIA SERVICES INC | ||||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | BOARD MEMBER | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 | |
| YMCA OF SILICON VALLEY | ||||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | 501(C)(3) | SUMMER EXTENDED LEARNING PROGRAM | $100,000 | ||
| YWCA GOLDEN GATE SILICON VALLEY | ||||||||
| 375 S THIRD ST | SAN JOSE | CA | 95112 | 501(C)(3) | GENERAL OPERATING SUPPORT | $35,000 | ||
| CHILD ADVOCATES OF SILICON VALLEY | ||||||||
| 509 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | ACADEMIC SUCCESS FOR FOSTER YOUTH PROGRAM | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,317,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | GENERAL OPERATING SUPPORT | $82,500 |
| CENTER FOR TRAINING & CAREERS INC DBA CONXION TO COMMUNITY | ||||||
| 749 STORY ROAD STE 10 | SAN JOSE | CA | 95122 | 501(C)(3) | INTENSIVE LIFE-SKILLS MENTORING PROGRAM FOR HIGH-RISK YOUTH. | $40,000 |
| DIOCESE OF SAN JOSE | ||||||
| 1150 N FIRST STREET STE 100 | SAN JOSE | CA | 95112 | 501(C)(3) | ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME STUDENTS | $50,000 |
| GIRL SCOUTS OF NORTHERN CALIFORNIA | ||||||
| 1650 HARBOR BAY PKWY STE 100 | ALAMEDA | CA | 94502 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| GUADALUPE RIVER PARK CONSERVANCY | ||||||
| 438 COLEMAN AVE | SAN JOSE | CA | 95110 | 501(C)(3) | GENERAL OPERATING SUPPORT | $20,000 |
| MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) | ||||||
| 510 S FIRST STREET | SAN JOSE | CA | 95113 | 501(C)(3) | GENERAL OPERATING SUPPORT | $25,000 |
| PIVOTAL | ||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | 501(C)(3) | SERVING FOSTER CARE YOUTH AS THEY NAVIGATE FROM HIGH SCHOOL TO COLLEGE. | $50,000 |
| SACRED HEART NATIVITY SCHOOLS | ||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | 501(C)(3) | ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME STUDENTS | $30,000 |
| SCHOOL OF ARTS AND CULTURE AT MHP | ||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | 501(C)(3) | GENERAL OPERATING SUPPORT | $50,000 |
| SILICON VALLEY EDUCATION FOUNDATION | ||||||
| 1400 PARKMOOR 200 | SAN JOSE | CA | 95126 | 501(C)(3) | GENERAL OPERATING SUPPORT | $30,000 |
| UNIVERSITY OF CALIFORNIA BERKELEY CENTER FOR EDUCATIONAL PARTNERSHIPS | ||||||
| HEARST FIELD ANNEX BUILDING C | BERKELEY | CA | 94729 | 501(C)(3) | SAN JOSE DESTINATION COLLEGE ADVISING CORPS INITIATIVE | $30,000 |
| UPLIFT FAMILY SERVICES | ||||||
| 251 LLEWELLYN AVENUE | CAMPBELL | CA | 95008 | 501(C)(3) | GENERAL OPERATING SUPPORT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $467,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,946 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $520,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $426,552 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | $7,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,179,655 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,179,655 | 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 FEES | CategoryTxt |
| Amt | $31,563 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 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. | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| SONY VAIO AND ACCESSORIES | 2011-03-01 | $1,144 | $1,144 | SL | 3.000000000000 | $0 | $0 |
| DELL TOWER AND ACCESSORIES | 2011-12-01 | $1,675 | $1,675 | SL | 3.000000000000 | $0 | $0 |
| 2 IPADS | 2012-09-01 | $1,398 | $1,398 | SL | 3.000000000000 | $0 | $0 |
| ELAINE'S COMPUTER | 2014-03-31 | $1,470 | $1,470 | SL | 3.000000000000 | $0 | $0 |
| JEANNE'S COMPUTER | 2016-01-01 | $1,331 | $1,331 | SL | 3.000000000000 | $0 | $0 |
| NEW IPADS | 2017-02-27 | $548 | $548 | SL | 3.000000000000 | $0 | $0 |
| NEW COMPUTERS | 2018-10-25 | $4,996 | $3,814 | SL | 3.000000000000 | $1,182 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $4,716,446 | EOYBookValueAmt |
| EOYFMV | $4,716,446 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $368,970 | EOYBookValueAmt |
| EOYFMV | $368,970 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $21,433,123 | $21,433,123 |
| ALTERNATIVE INVESTMENTS | FMV | $34,426,602 | $34,426,602 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SONY VAIO AND ACCESSORIES | $1,144 | $1,144 | $0 |
| DELL TOWER AND ACCESSORIES | $1,675 | $1,675 | $0 |
| 2 IPADS | $1,398 | $1,398 | $0 |
| ELAINE'S COMPUTER | $1,470 | $1,470 | $0 |
| JEANNE'S COMPUTER | $1,331 | $1,331 | $0 |
| NEW IPADS | $548 | $548 | $0 |
| NEW COMPUTERS | $4,996 | $4,996 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,886 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $52,972 | $67,723 | $67,723 |
| PREPAID EXCISE TAX | $4,400 | ||
| UNSETTLED TRADES | $2,700,000 | $2,700,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| Amt | $93,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,393 | $28 | $350 |
| OFFICE EXPENSE | $7,426 | $374 | $0 |
| MISCELLANEOUS | $1,409 | $0 | $0 |
| RENTAL EXPENSES | $119,012 | $119,012 | $0 |
| RENTAL EXPENSES | $215,947 | $215,947 | $0 |
| RENTAL EXPENSES | $155,366 | $155,366 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $0 | -$187,323 | $0 |
| OTHER INVESTMENT INCOME | $0 | $115,347 | $0 |
| MISCELLANEOUS INCOME | $7,066 | $7,066 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,758,829 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $282,000 | BOYBookValueAmt |
| EOY Book Value | $375,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX PREPARATION | $24,200 | $0 | $0 |
| INVESTMENT MANAGEMENT | $218,148 | $218,148 | $0 |
| OTHER | $51,000 | $9,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $53,152 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |