THE LEO M SHORTINO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LEO M SHORTINO FOUNDATION (EIN 68-0237238)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-02
- IRS object ID
- 202122459349100717
- Schema version
- 2020v4.1
- 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
- General Explanation Attachment
- 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 | 2021-09-02T11:50:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-09-01 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $61,101,090 | 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 | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $359,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $390,706 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,520,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,520,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $391,853 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $182,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,926,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $269,140 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$6,473 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,062,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,174,315 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $155,914 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,047 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $112,105 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $81,452 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,651 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,959 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $218 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,675 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $221,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $198,695 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,682 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $569,226 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $514 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,294 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $579,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $560,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,839 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,118,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,341,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $189,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,541,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,371,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,660,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,341,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,561,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,597,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $833,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,905 | CashBOYAmt |
| Cash EOY | $315,960 | CashEOYAmt |
| Cash EOYFMV | $315,960 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,176 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,397,529 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,462,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,462,574 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,834,156 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,685,773 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,685,773 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,315,630 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,497,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,497,054 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,381 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,863 | LandBOYAmt |
| Land EOY | $1,181 | LandEOYAmt |
| Land EOYFMV | $1,181 | LandEOYFMVAmt |
| Other Assets BOY | $16,688 | OtherAssetsBOYAmt |
| Other Assets EOY | $57,372 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $57,372 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,786,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,101,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,101,090 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $126,078 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $141,843 | AccountsPayableEOYAmt |
| Grants Payable BOY | $629,927 | GrantsPayableBOYAmt |
| Grants Payable EOY | $801,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $210,556 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $282,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $966,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,224,843 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,820,366 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,876,247 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,820,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,876,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,786,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,101,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,820,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,597,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,740,424 | OtherIncreasesAmt |
| Subtotal | $59,963,247 | SubtotalAmt |
| Other Decreases | $87,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,876,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2020-12-31 | $4,833,548 | $4,650,866 | $182,682 | $182,682 | |
| VINTAGE 2015 | 2020-01-01 | 2020-12-31 | $10 | -$10 | -$10 | P | |
| VINTAGE 2014 | 2020-01-01 | 2020-12-31 | $43,826 | $43,826 | $43,826 | P | |
| VINTAGE 2013 | 2020-01-01 | 2020-12-31 | $41,010 | $41,010 | $41,010 | P | |
| MEZZANINE | 2020-01-01 | 2020-12-31 | $5,794 | -$5,794 | -$5,794 | P | |
| HARBOURVEST ACCESS 2020 GLOBAL | 2020-01-01 | 2020-12-31 | $293 | -$293 | -$293 | P | |
| HARBOURVEST 2018 GLOBAL | 2020-01-01 | 2020-12-31 | $7,719 | $7,719 | $7,719 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $269,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,820 | OverpaymentAmt |
| Applied To ES Tax | $6,820 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID HEIMAN | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | CHAIRMAN | 2.00 | $5,000 | $0 | $0 |
| SONYA ARRIOLA | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | VICE CHAIR | 2.00 | $2,500 | $0 | $0 |
| FRANK BOITANO | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | TREASURER | 2.00 | $5,000 | $0 | $0 |
| LINDA MURRAY | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 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 |
| TAMARA ALVARADO | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | EXECUTIVE DIRECTOR | 40.00 | $123,414 | $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 | $35,348,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,317,109 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,933,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,933,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $839,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,094,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,754,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,754,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,580 | TotalTaxAmt |
| Distributable Before Adj | $2,743,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,743,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,743,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,561,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,561,729 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,561,729 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,743,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,960,804 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,561,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,960,804 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $600,925 | 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 | $2,142,217 | 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 (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN - MCKINLEY SCHOOL DISTRICT | ||||||||
| 645 WOOL CREEK DRIVE | SAN JOSE | CA | 95112 | 501(C)(3) | FRANKLIN - MCKINLEY SCHOOL DISTRICT WILL PROVIDE A HIGH-QUALITY LITERACY-BASED SUMMER SCHOOL PROGRAM FOR RISING KINDERGARTEN THROUGH THIRD GRADE STUDENTS WHO ARE BELOW GRADE LEVEL IN READING. FOR NINETEEN DAYS DURING THE MONTHS OF JUNE AND JULY, FRANKLIN - MCKINLEY SCHOOL DISTRICT WILL PROVIDE A HIGH QUALITY SUMMER SCHOOL PROGRAM FOCUSED ON LITERACY AND ENRICHMENT ACTIVITIES FOR RISING KINDERGARTEN THROUGH SECOND GRADE STUDENTS WHO STRUGGLED TO MEET GRADE LEVEL EXPECTATIONS IN READING DURING THE 2019 - 20 SCHOOL YEAR. | $165,505 | ||
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1315 1500 | PHILADELPHIA | PA | 19102 | 501(C)(3) | SPRINGBOARD CLOSES THE LITERACY GAP BY BRIDGING THE GAP BETWEEN HOME AND SCHOOL. WE COACH TEACHERS AND FAMILY MEMBERS TO HELP THEIR KIDS READ ON GRADE-LEVEL. SPRINGBOARD SUMMER IS AN INTENSIVE 5-WEEK SUMMER PROGRAM THAT COMBINES DAILY READING INSTRUCTION; WEEKLY WORKSHOPS TRAINING PARENTS TO TEACH READING AT HOME; A RIGOROUS COACHING CYCLE FOR TEACHERS; AND AN INCENTIVE STRUCTURE THAT AWARDS LEARNING TOOLS TO FAMILIES IN PROPORTION TO STUDENT READING GAINS. | $100,000 | JOHN F KENNEDY | |
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | BGCSVS SUMMER ENRICHMENT PROGRAM WILL PROVIDE 950 YOUTH AGES 6 TO 18 YEARS WITH A MULTI-ELEMENT YOUTH DEVELOPMENT PROGRAM TO PREVENT SUMMER ACADEMIC LOSS, BUILD RESISTANCE SKILLS, AND CREATE AN ENVIRONMENT OF SAFETY AND FUN; THE YOUTH OF THE YEAR PROGRAM IS THE BOYS & GIRLS CLUBS PREMIER RECOGNITION PROGRAM, CELEBRATING THE EXTRAORDINARY ACHIEVEMENTS OF CLUB MEMBERS. | $82,500 | ||
| KIWANIS CLUB OF SAN JOSE FOUNDATION | ||||||||
| PO BOX 4855 | SAN JOSE | CA | 951304855 | 501(C)(3) | KIWANIS TAS PROGRAM OFFERS SCHOLARSHIPS & MENTORSHIP TO STUDENTS WHO HAVE OVERCAME PERSONAL, FINANCIAL, AND OTHER DIFFICULTIES IN HIGH SCHOOL,AND DESIRE SECONDARY EDUCATION TO IMPROVE THEIR LIVES. | $80,000 | ||
| YMCA OF SILICON VALLEY | ||||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | 501(C)(3) | THE Y SUMMER LEARNING PROGRAM (YSLP) FOCUSES ON READING AND ENRICHMENT FOR RISING 1ST 3RD GRADE YOUTH FROM LOW-INCOME FAMILIES DURING THE SUMMER, GETTING THEM ON TRACK TO READ AT GRADE LEVEL BY THIRD GRADE. | $80,000 | ||
| 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 | ||
| CITIZEN SCHOOLS | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | 501(C)(3) | IN CITIZEN SCHOOLS' EXPANDED LEARNING TIME MODEL, WE PARTNER WITH SCHOOLS TO PROVIDE ACADEMIC SUPPORT, HIGH SCHOOL AND COLLEGE PATHWAY PROGRAMMING, AND APPRENTICESHIPS - SEMESTER LONG COURSES TAUGHT BY VOLUNTEERS. | $50,000 | ||
| CRISTO REY SAN JOSE HIGH SCHOOL | ||||||||
| 1389 EAST SANTA CLARA STREET | SAN JOSE | CA | 95116 | 501(C)(3) | GENERAL SUPPORT | $50,000 | ||
| DIOCESE OF SAN JOSE | ||||||||
| 1200 REDMOND AVENUE | SAN JOSE | CA | 95120 | 501(C)(3) | THE DREXEL SCHOOL SYSTEM, IN PARTNERSHIP WITH THE SHORTINO FAMILY FOUNDATION GRANT, IS COMMITTED TO ACADEMIC RIGOR AND INCREASED ACCESS FOR LOW-INCOME STUDENTS AT MOST HOLY TRINITY SCHOOL IN EAST SAN JOSE. | $50,000 | ||
| PIVOTAL | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | 501(C)(3) | PIVOTAL'S RELATIONSHIPS INSPIRING SCHOLAR EXCELLENCE (RISE) PROGRAM PROVIDES FOSTER YOUTH WHO ARE ENROLLED IN A COMMUNITY COLLEGE IN SANTA CLARA COUNTY WITH 1:1 ACADEMIC AND EMPLOYMENT COACHING, FREE TUTORING AND PAID SUMMER INTERNSHIPS THAT ARE ALIGNED TO THEIR CAREER GOALS. | $50,000 | ||
| SCHOOL OF ARTS AND CULTURE AT MHP | ||||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | 501(C)(3) | THE ARTS EDUCATION PROGRAM (AEP) OF THE SCHOOL OF ARTS AND CULTURE AT MHP (SOAC) ENHANCES THE EDUCATION OF UNDERSERVED, LOW-INCOME CHILDREN AND YOUTH IN EAST SAN JOS THROUGH CULTURALLY SPECIFIC ARTS ENGAGEMENT ACTIVITIES AND INSTRUCTION, ANNUALLY SERVING 925 STUDENTS, AGES 0-18, WHO WOULD NOT OTHERWISE HAVE ACCESS TO HIGH-QUALITY ARTS EDUCATION, HELPING THEM TO NOT ONLY LEARN ABOUT A CRAFT OR INSTRUMENT, BUT TO ALSO CONNECT THEM TO THEIR PEERS, THEIR FAMILIES, THEIR NEIGHBORHOOD, AND THEIR HERITAGE. | $50,000 | ||
| VIA SERVICES INC | ||||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | 501(C)(3) | VIA SERVICES HAS BEEN HIT HARD BY THE PANDEMIC, AND WE ARE EXPANDING OUR SERVICES SO THAT WE CAN STILL PROVIDE BOTH RESPITE AND EDUCATIONAL OFFERINGS IN THIS COVID ENVIRONMENT. | $50,000 | ||
| BELLARMINE COLLEGE PREPARATORY | ||||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | 501(C)(3) | THE DIRECT TUITION ASSISTANCE FUND (FORMERLY KNOWN AS THE DIRECT FINANCIAL AID FUND) PROVIDES FINANCIAL SUPPORT TO FAMILIES WHO HAVE DEMONSTRATED NEED FOR TUITION ASSISTANCE. | $47,000 | BOARD MEMBER | |
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | 501(C)(3) | THIRD STREET COMMUNITY CENTER WILL SERVE SAN JOSE ELEMENTARY SCHOOL STUDENTS WITH SUMMER EDUCATIONAL PROGRAMS. SPECIFIC PROGRAM DETAILS TO BE DETERMINED. THE SUMMER OF LEARNING (SOL) PROGRAM WILL PROVIDE 148 SERVICE HOURS (10 ADDITIONAL HOURS) AND SERVE 105 STUDENTS (SAME AS PRIOR YEAR). WE ARE WORKING WITH THE SAN JOSE UNIFIED SCHOOL DISTRICT TO MOVE OUR SITE FROM HORACE MANN TO LOWELL ELEMENTARY. OUR EXPECTATION IS TO CONTINUE SERVING CHILDREN WHO ATTEND HORACE MANN, LOWELL, AND GRANT ELEMENTARY. | $45,000 | ||
| PRESENTATION HIGH SCHOOL | ||||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | 501(C)(3) | THE SHORTINO FAMILY FOUNDATION FUNDING WILL BE USED FOR FINANCIAL ASSISTANCE TO STUDENTS WHO QUALIFY BASED ON THEIR SCHOLASTIC MERIT AND WHOSE FAMILIES ARE ECONOMICALLY UNDER-SERVED. | $44,000 | ||
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) | SACRED HEART COMMUNITY SERVICES (SHCS) SUMMER ACADEMY PROGRAM PROVIDES STUDENTS IN THE COMMUNITY WITH EXTENDED LEARNING OPPORTUNITIES TO HELP REDUCE SUMMER LEARNING LOSS. HOSTED AT GARDNER ACADEMY ELEMENTARY SCHOOL, SHCS OFFERS THIS FIVE-WEEK BILINGUAL PROGRAM FREE OF CHARGE TO STUDENTS, GRADES K-5. THE SUMMER ACADEMY PROGRAM ALSO PROVIDES STUDENTS WITH A SAFE AND NURTURING ENVIRONMENT THAT PROMOTES HEALTHY BEHAVIOR AND HELPS KEEP STUDENTS FOCUSED ON THEIR ACADEMIC FUTURE. THE MAIN COMPONENTS OF THE PROGRAM INCLUDE: | $41,644 | ||
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVENUE 250 | SAN JOSE | CA | 95126 | 501(C)(3) | THE COLLEGE SUCCESS AND ALUMNI SUPPORT PROGRAM SUPPORTS STUDENTS IN NAVIGATING THE MANY CHALLENGES THAT FIRST-GENERATION COLLEGE STUDENTS EXPERIENCE WHILE APPLYING FOR AND ATTENDING UNIVERSITY. | $40,000 | BOARD MEMBER | |
| CHILDREN'S MUSICAL THEATER | ||||||||
| 1401 PARKMOOR AVENUE SUITE 100 | SAN JOSE | CA | 95126 | 501(C)(3) | THE COMMUNITY ACCESS PROGRAM PROVIDES ACCESS TO THEATER EDUCATION OPPORTUNITIES TO UNDERSERVED AND AT-RISK YOUTH THROUGH SCHOLARSHIPS AND FREE TICKETS. | $40,000 | BOARD MEMBER | |
| CONXION TO COMMUNITY | ||||||||
| 749 STORY ROAD SUITE 10 | SAN JOSE | CA | 95122 | 501(C)(3) | BRIGHT FUTURES IS AN INTENSIVE LIFE SKILLS COACHING AND MENTORING PROGRAM THAT ENABLES AT-RISK, HIGH SCHOOL YOUTH TODEVELOP CHARACTER AND SET GOALS FOR THEMSELVES BASED ON THE PROGRAM'S FOUR CORNERSTONES OF INTEGRITY, RESPONSIBILITY,COMMUNITY, AND POSSIBILITY. | $40,000 | ||
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | OUR SUMMER ENRICHMENT PROGRAM (SEP) IS A MULTI-ELEMENT PROGRAM THAT PROVIDES YOUTH, AGES 6 TO 18, WITH AN ARRAY OF ENGAGING AND IMPACTFUL PROGRAMS FOCUSED ON:LEARNING- TO PREVENT SUMMER LEARNING LOSS: PROGRAMS THAT ARE CROSS-CURRICULAR, INQUIRY/PROJECT-BASED THAT DEVELOP CORE COMPETENCIES AND ALIGN WITH ACADEMIC STANDARDS.STAYING ACTIVE TO PREVENT OVERWEIGHT AND OBESITY: PROGRAMS THAT ARE TEAM-BASED THAT DEVELOP GROSS MOTOR COMPETENCIES AND ALIGN WITH STATE STANDARDS.HAVING FUN TO PREVENT SUMMER INERTIA: PROGRAMS THAT ARE YOUTH-CENTERED (SOCIAL-EMOTIONAL LEARNING) THAT DEVELOP A GROWTH MINDSET AND ALIGN WITH OUR MISSION AND VALUES. | $36,157 | ||
| ALUM ROCK COUNSELING CENTER | ||||||||
| 777 N FIRST STREET SUITE 444 | SAN JOSE | CA | 95112 | 501(C)(3) | THE OCALA MENTORING PROGRAM PROVIDES ACADEMIC, EMOTIONAL AND BEHAVIORAL SUPPORT TO HIGH-RISK STUDENTS FROM OCALA STEAM ACADEMY IN EAST SAN JOSE FOR THE DURATION OF THEIR MIDDLE SCHOOL YEARS. | $35,000 | ||
| FRESH LIFELINES FOR YOUTH | ||||||||
| SOBRATO CENTER FOR NONPROFITS 568 | MILPITAS | CA | 95035 | 501(C)(3) | FLY REQUESTS $70,000 OVER TWO YEARS TO PROVIDE OUR LAW-RELATED EDUCATION PROGRAMS, WITH AN ANTICIPATED 225 HIGH SCHOOL AND 400 MIDDLE SCHOOL YOUTH SERVED IN SANTA CLARA COUNTY PER YEAR. | $35,000 | VALLEY WAY | |
| NOTRE DAME HIGH SCHOOL SAN JOSE | ||||||||
| 596 S SECOND STREET | SAN JOSE | CA | 95112 | 501(C)(3) | NOTRE DAME REQUESTS FUNDING TO SUPPORT SCHOLARSHIPS FOR LOW-INCOME STUDENTS WHO QUALIFY FOR THE MAXIMUM FINANCIAL AID AWARD DURING THE 2020-21 AND 2021-22 SCHOOL YEARS. | $35,000 | ||
| SAN JOSE JAZZ | ||||||||
| 310 SOUTH FIRST ST | SAN JOSE | CA | 95113 | 501(C)(3) | SCHOOL-BASED MUSIC PROGRAM OPERATING IN THE FRANKLIN-MCKINLEY DISTRICT, WHICH INCLUDES: GENERAL MUSIC CLASSES, BAND CLASSES, SATURDAY NUCLEOS, AND A TWO-WEEK SUMMER PROGRAM FOR 1ST-8TH GRADERS. | $35,000 | ||
| SILICON VALLEY FACES | ||||||||
| 1401 PARKMOOR AVENUE 150 | SAN JOSE | CA | 95126 | 501(C)(3) | YOUTH LEADERSHIP LADDER (YLL) IS A THREE-PART SOCIAL-EMOTIONAL LEARNING (SEL) PROGRAM THAT INCLUDES CAMP EVERYTOWN, LEADERS CREATE LEADERS AND LEADERSHIP INSTITUTE AND DESIGNED TO BUILD YOUTHS' SOCIAL-EMOTIONAL PROFICIENCIES WHICH INCLUDE CHARACTER DEVELOPMENT, DIVERSITY & INCLUSION PROFICIENCY, MENTORSHIP SKILLS, ANTI-BULLYING ATTITUDES, LEADERSHIP DEVELOPMENT, AND ENHANCED MORAL CHARACTER. | $35,000 | ||
| UPLIFT FAMILY SERVICES | ||||||||
| 251 LLEWELLYN AVENUE | CAMPBELL | CA | 95008 | 501(C)(3) | ADDICTION PREVENTION SERVICES WILL PROVIDE A COMPREHENSIVE APPROACH TO STUDENTS AND FAMILIES WITH THREE LEVELS OF TRUANCY PREVENTION/INTERVENTION EFFORTS USING EVIDENCE BASED PRACTICES THAT ADDRESS MULTIPLE FACTORS THAT CAUSE TRUANCY AND STUDENT DROP OUTS IN ORDER TO ENHANCE OUR CURRENT SCHOOL BASED SERVICES. | $35,000 | ||
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||||
| 2625 ZANKER RD 200 | SAN JOSE | CA | 951342130 | 501(C)(3) | THE CORAL SUMMER PROGRAM WILL PROVIDE SUMMER LITERACY, STEAM, AND ENRICHMENT ACTIVITIES FOR K-3 STUDENTS AT WASHINGTON ELEMENTARY SCHOOL THROUGH A SCHOOL AND AFTER-SCHOOL PROVIDER PARTNERSHIP. COMMUNITIES ORGANIZING RESOURCES TO ADVANCE LEARNING (CORAL) IS AN AFTER-SCHOOL TK-8 EXPANDED LEARNING PROGRAM THAT HELPS STUDENTS IN HIGH-POVERTY NEIGHBORHOODS ACHIEVE ACADEMIC SUCCESS THROUGH LITERACY, STEAM, AND HOMEWORK SUPPORT, EMPHASIZING FAMILY AND COMMUNITY PARTICIPATION. CORAL OFFERS COMPREHENSIVE EDUCATIONAL OPPORTUNITIES AND ENRICHMENT ACTIVITIES THAT PREPARE AND ENCOURAGE YOUTH TO PURSUE A COLLEGE-BOUND PATHWAY. CORAL WAS DEVELOPED WITH THE VISION TO HARNESS THE COMMUNITYS DIVERSE RESOURCES TO ADVANCE THE ACADEMIC ACHIEVEMENT OF ITS MOST UNDERSERVED STUDENTS IN SAN JOS, INCLUDING ENGLISH LEARNERS (EL) AND SPECIAL NEEDS STUDENTS, THROUGH INTENSIVE BALANCED LITERACY AND ENGAGING ACADEMIC ENRICHMENT ACTIVITIES. | $32,551 | ||
| ARCHBISHOP MITTY HIGH SCHOOL | ||||||||
| 5000 MITTY AVENUE | SAN JOSE | CA | 95129 | 501(C)(3) | THE ARCHBISHOP MITTY SCHOLARSHIP PROGRAM HELPS KEEP ITS DOORS OPEN TO A WIDE ARRAY OF QUALIFIED STUDENTS REGARDLESS OF A FAMILY'S ABILITY TO PAY. | $30,000 | BOARD MEMBER | |
| SACRED HEART NATIVITY SCHOOLS | ||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | 501(C)(3) | SACRED HEART NATIVITY SCHOOLS (SHNS) REQUESTS FUNDS FOR ITS ACADEMIC SUPPORT PROGRAM (ASP), WHICH OFFERS A TRANSFORMATIVE MIDDLE SCHOOL EDUCATIONAL EXPERIENCE TO LOW-INCOME STUDENTS, PROVIDING ACCESS TO HIGHLY QUALIFIED TEACHERS, ENRICHMENT PROGRAMS THAT ENHANCE STUDENT DEVELOPMENT, AND AN ACADEMIC CURRICULUM THAT PREPARES STUDENTS FOR COLLEGE-PREPARATORY HIGH SCHOOL PROGRAMS. | $30,000 | ||
| SILICON VALLEY EDUCATION FOUNDATION | ||||||||
| 1400 PARKMOOR 200 | SAN JOSE | CA | 95126 | 501(C)(3) | A 4- OR 6-WEEK SUMMER MATH ENRICHMENT PROGRAM FOR AT-RISK STUDENTS FROM LOW-INCOME AND UNDERSERVED BACKGROUNDS IN SANTA CLARA COUNTY, DESIGNED TO HELP STUDENTS ACHIEVE MATH PROFICIENCY, INCREASE THEIR CONFIDENCE AND PUT THEM ON THE PATH TO COLLEGE. | $30,000 | ||
| 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 | ||
| UC BERKELEY CENTER FOR EDUCATIONAL PARTNERSHIPS | ||||||||
| 2150 KITTREDGE STREET SUITE 4C | BERKELEY | CA | 947201060 | 501(C)(3) | THE UC BERKELEY DESTINATION COLLEGE ADVISING CORPS (DCAC) WORKS TO ENRICH THE EXPERIENCES OF STUDENTS IN HIGH SCHOOLS, PARTICULARLY STUDENTS FROM HISTORICALLY UNDERREPRESENTED MINORITY, LOW-INCOME AND FIRST-GENERATION COLLEGE-BOUND BACKGROUNDS, AND MAKE COLLEGE A VIABLE OPTION FOR ALL STUDENTS. | $30,000 | ||
| AFRICAN AMERICAN COMMUNITY SERVICES AGENCY | ||||||||
| 304 N 6TH ST | SAN JOSE | CA | 951125266 | 501(C)(3) | THE AFRICAN AMERICAN COMMUNITY SERVICE AGENCY (AACSA) REQUESTS SUPPORT FOR THE AACSA STEAM PROGRAM (ASP). ASP SUPPORTS STUDENTS IN SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATH (STEAM), OFFERING FREE AFTER SCHOOL AND SUMMER EDUCATIONAL OPPORTUNITIES FOR 150 UNDERSERVED, ETHNICALLY DIVERSE, K-12 STUDENTS FROM THE SAN JOSE AREA, INCLUDING: STEAM SATURDAY, FOUR 8-10 WEEK SESSIONS PER YEAR (WINTER, SPRING, SUMMER, AND FALL); THE SUMMER SCIENCE DAY CAMP (SSDC), AN 8-WEEK SUMMER STEAM PROGRAM; AND THE YEARLONG AACSA LEADERSHIP ACADEMY, WHICH EMPOWERS AFRICAN AMERICAN HIGH SCHOOL AND COLLEGE STUDENTS TO SUCCEED IN SCHOOL AND TO CONNECT WITH ADULT MENTORS IN THE COMMUNITY. | $25,000 | ||
| AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT | ||||||||
| 1897 ALUM ROCK AVE SUITE 35 | SAN JOSE | CA | 95116 | 501(C)(3) | OUR SUMMER UNDER THE SUN CAMP AND AMIGOS READER LEADER AFTER-SCHOOL PROGRAM PROVIDES ACADEMICSUPPORT FOR K-8TH GRADE STUDENTS THROUGHOUT THE ACADEMIC SCHOOL YEAR AND THROUGH SUMMER ACADEMIC ANDENRICHMENT SUPPORT TO ADDRESS THE ACHIEVEMENT/OPPORTUNITY GAP FOR STUDENTS LIVING IN THE MAYFAIRCOMMUNITY OF EAST SAN JOSE. | $25,000 | ||
| ART IN ACTION | ||||||||
| 3925 BOHANNON DRIVE SUITE 300 | MENLO PARK | CA | 94025 | 501(C)(3) | COMPLETE VISUAL ARTS EDUCATION IN AN EFFORT TO TEACH CRITICAL THINKING, PROBLEM-SOLVING, AND INNOVATION SKILLS TO 950 UNDERSERVED K-8 STUDENTS WHO ARE EXPERIENCING POVERTY IN SANTA CLARA COUNTY, CA | $25,000 | ||
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | 501(C)(3) | BREAKTHROUGH SILICON VALLEY EMPOWERS ACADEMICALLY MOTIVATED, UNDERRESOURCE, FIRST-GENERATION 7TH-12TH GRADERS FROM SAN JOSE THROUGH A SIX-YEAR COLLEGE ACCESS PROGRAM. | $25,000 | ||
| CHAC | ||||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) | CHAC'S PREVENTION PLUS PROGRAM INCLUDES:* INDIVIDUALIZED TREATMENT, BASED UPON NEEDS AND GOALS, USING EVIDENCE-BASED MODELS OF COUNSELING IN A FAMILY SYSTEMS APPROACH TO THERAPY;* SOCIAL-EMOTIONAL LEARNING (SEL) PROGRAMS FOR ELEMENTARY AND MIDDLE SCHOOL STUDENTS OFFERED IN CLASSROOMS OR DURING LUNCH PERIODS TO PROVIDE IN A SAFE/SUPPORTIVE GROUP SETTING: + SKILLS FOR BUILDING RESILIENCE; + THE ABILITY TO EXPRESS/PROCESS FEELINGS AND EMOTIONS; AND + SUPPORT AND DEVELOPMENT OF APPROPRIATE, MUTUALLY SUPPORTIVE AND SUCCESSFUL PEER/TEACHER RELATIONSHIPS AND CLASSROOM INTERACTIONS. | $25,000 | ||
| CHILD ADVOCATES OF SILICON VALLEY | ||||||||
| 509 VALLEY WAY BLDG 2 | MILIPITAS | CA | 95035 | 501(C)(3) | THE ACADEMIC SUCCESS FOR FOSTER YOUTH PROGRAM SUPPORTS APPROXIMATELY 350 SANTA CLARA COUNTY FOSTER YOUTH AGES 11-18 BY PROVIDING THEM WITH COURT APPOINTED SPECIAL ADVOCATES (CASAS). | $25,000 | ||
| CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE | ||||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | 501(C)(3) | CHILDREN'S DISCOVERY MUSEUM'S YOUTH PROGRAMS PROVIDE ENRICHING AND EMPOWERING AFTER-SCHOOL AND IN-SCHOOL LEARNING EXPERIENCES FOR YOUTH FROM DIVERSE SOCIAL, ECONOMIC, AND ETHNIC BACKGROUNDS TO ENGAGE WITH DIGITAL MEDIA AND SERVICE LEARNING. | $25,000 | ||
| ELEVATE TUTORING | ||||||||
| 2641 THRASHER LANE | SAN JOSE | CA | 95125 | 501(C)(3) | ELEVATE TUTORING ADVANCES SOCIAL JUSTICE BY PROVIDING TRAINING, EXPERIENCE, AND SCHOLARSHIPS TO FIRST-GENERATION COLLEGE STUDENTS WHO PROVIDE FREE STEM TUTORING TO THEIR YOUNGER K-12 PEERS. | $25,000 | ||
| GIRL SCOUTS OF NORTHERN CALIFORNIA | ||||||||
| 1650 HARBOR BAY PKWY STE 100 | ALAMEDA | CA | 94502 | 501(C)(3) | GIRL SCOUTS OF NORTHERN CALIFORNIAS GOT CHOICES PROGRAM IS A YEAR-ROUND PREVENTION AND INTERVENTION PROGRAM THAT SUPPORTS YOUNG WOMEN AS THEY DEVELOP THE SKILLS AND CONFIDENCE THEY NEED TO THRIVE AS HEALTHY, RESILIENT, AND PRODUCTIVE ADULTS. | $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 | ||
| MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) | ||||||||
| 510 S FIRST STREET | SAN JOSE | CA | 95113 | 501(C)(3) | MACLA'S DMC STUDIO PROGRAM PROVIDES AT-RISK LATINO YOUTH WITH 21ST CENTURY SKILLS THROUGH MULTIMEDIA PRODUCTION AND MENTORING THAT ENHANCES THEIR DIGITAL LITERACY, CREATIVITY, LIFE SKILLS, AND RESILIENCY FOR GREATER SUCCESS IN SCHOOL AND IN LIFE. | $25,000 | ||
| SAN JOSE MUSEUM OF ART | ||||||||
| 110 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 501(C)(3) | THE SAN JOSE MUSEUM OF ART REQUESTS SUPPORT FOR EDUCATION INITIATIVES IN THE FY21 COVID19 RECOVERY PERIOD. | $25,000 | ||
| SILICON VALLEY URBAN DEBATE LEAGUE | ||||||||
| 502 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | SVUDL PROMOTES EQUALITY FOR ECONOMICALLY DISADVANTAGED YOUTH OF COLOR THROUGH EDUCATIONAL AND DEBATE PROGRAMMING USUALLY AVAILABLE ONLY AT WEALTHY PRIVATE AND SUBURBAN PUBLIC SCHOOLS. | $25,000 | ||
| THE JOSE VALDES MATH FOUNDATION | ||||||||
| 25 NORTH 14TH STREET SUITE 60 | SAN JOSE | CA | 95112 | 501(C)(3) | THE VALDES MATH SUMMER PROGRAM PROVIDES INTENSIVE MATH INSTRUCTIONS TO UNDER-REPRESENTED AND UNDER-PERFORMING 5TH -8TH GRADERS IN SANTA CLARA COUNTY. PROGRAM PARTICIPANTS ATTEND A 7 HOUR PER DAY, 28-DAY CURRICULUM, THE EQUIVALENT OF ONE FULL ACADEMIC YEAR. THE PROGRAM ENABLES STUDENTS TO INCREASE THEIR MATH SKILLS. IT IS NOT UNUSUAL THAT PARTICIPATION IN THE SUMMER PROGRAM FIND MANY STUDENTS ADVANCE A GRADE HIGHER, AND IN SOME CASES TWO OR MORE GRADE LEVELS. THE PROGRAM CONDUCTS CLASSES AT STANFORD UNIVERSITY AND AT SAN JOSE CITY COLLEGE. THE OBJECTIVE FOR THE SUMMER OF 2020 IS TO HAVE 200 STUDENTS ENROLLED AND START THE SUMMER PROGRAM AT SAN JOSE CITY COLLEGE. OF THE 200 THE STUDENTS 90% ARE ELIGIBLE FOR FEDERAL/STATE MEAL PROGRAMS. | $25,000 | ||
| THE TECH INTERACTIVE | ||||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | 501(C)(3) | THE TECH SUPPORTS TEACHERS, STUDENTS AND FAMILIES WITH INSPIRING STEM EDUCATIONAL EXPERIENCES, WITH A FOCUS ON HANDS-ON ENGINEERING DESIGN CHALLENGES TO ENGAGE STUDENTS IN UNDERSERVED COMMUNITIES. | $25,000 | ||
| MVLA SCHOLARS | ||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | 501(C)(3) | WE ARE REQUESTING A TWO-YEAR GRANT TO FUND COLLEGE SCHOLARSHIPS FOR FOUR HIGH-POTENTIAL, LOW-INCOME, FIRST GENERATION STUDENTS WHO WILL GRADUATE FROM THE MOUNTAIN VIEW/LOS ALTOS (MVLA) HIGH SCHOOL DISTRICT, FUNDED AT APPROXIMATELY $3,000 EACH PER YEAR FOR FOUR YEARS OF COLLEGE. | $24,000 | ||
| PENINSULA COLLEGE FUND | ||||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | 501(C)(3) | THIS PROJECT WILL FUND COLLEGE SCHOLARSHIPS, MENTORING, AND COLLEGE AND CAREER SUCCESS SUPPORT FOR FOUR PENINSULA COLLEGE FUND (PCF) SCHOLARS FROM EAST SAN JOSE HIGH SCHOOLS FOR ONE YEAR. | $24,000 | ||
| CAMINARFAMILY & CHILDREN SERVICES DIVISION | ||||||||
| 2600 S EL CAMINO REAL STE 200 | SAN MATEO | CA | 94403 | 501(C)(3) | CAMINAR DELIVERS HIGH-QUALITY PREVENTION, TREATMENT AND RECOVERY SERVICES TO THOSE WITH COMPLEX MENTAL HEALTH, SUBSTANCE USE AND CO-OCCURRING NEEDS | $20,000 | ||
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 230 SAN ANTONIO CIRCLE | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) | CSMAS SEQUENTIAL, STANDARDS-BASED ARTS4ALL PROGRAM PROVIDES QUALITY ARTS INSTRUCTION TO A TOTAL OF 700 TK-5TH GRADE STUDENTS ENROLLED IN EAST SAN JOSES ALUM ROCK UNION ELEMENTARY SCHOOL DISTRICT. | $20,000 | ||
| FAMILY SUPPORTIVE HOUSING INC | ||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | 501(C)(3) | THE FSH HOMEWORK ENRICHMENT PROGRAM ADDRESSES THE DISTINCT EDUCATIONAL BARRIERS THAT CHILDREN AND YOUTH WHO ARE EXPERIENCING HOMELESSNESS CONFRONT. | $20,000 | ||
| GUADALUPE RIVER PARK CONSERVANCY | ||||||||
| 438 COLEMAN AVE | SAN JOSE | CA | 95110 | 501(C)(3) | GUADALUPE RIVER PARK CONSERVANCY (GRPC) WILL PROVIDE STEM-BASED OUTDOOR EDUCATION PROGRAMS FOR K-8 STUDENTS FROM TITLE ONE SCHOOLS IN SANTA CLARA COUNTY. | $20,000 | ||
| 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 | ||
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | 501(C)(3) | READING PARTNERS SILICON VALLEY RESPECTFULLY REQUESTS $20,000 FROM THE LEO M. SHORTINO FAMILY FOUNDATION TO SERVE 252 STUDENTS IN SANTA CLARA COUNTY WITH OUR VIRTUAL LITERACY TUTORING AND RESOURCES. | $20,000 | ||
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) | THE AFTERSCHOOL AND SUMMER ACADEMY PROGRAM BOLSTERS ACADEMIC SUCCESS, STRENGTHENS SOCIAL AND EMOTIONAL HEALTH, AND DEVELOPS LEADERSHIP SKILLS AMONG LOW-INCOME LATINO STUDENTS AND THEIR FAMILIES. | $20,000 | ||
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | 501(C)(3) | AFTER SCHOOL ACADEMIC PROGRAM | $20,000 | ||
| ACHIEVEKIDS | ||||||||
| 3860 MIDDLEFIELD ROAD | PALO ALTO | CA | 94303 | 501(C)(3) | ACHIEVEKIDS CREATES GREATER OPPORTUNITIES IN THE LIVES OF STUDENTS IN SPECIAL EDUCATION THAT ENABLE STUDENTS WITH SPECIAL NEEDS TO THRIVE AND BE THEIR BEST SELVES. | $15,000 | ||
| COLLEGESPRING | ||||||||
| 1333 BROADWAY SUITE 250 | OAKLAND | CA | 94612 | 501(C)(3) | COLLEGESPRING EQUIPS SCHOOLS AND THEIR TEACHERS WITH AN SAT, ACT, AND COLLEGE KNOWLEDGE CURRICULUM TO PREPARE STUDENTS TO SUCCEED ON THE EXAM AND ENTER COLLEGE. | $15,000 | ||
| MENTOR TUTOR CONNECTION | ||||||||
| P O BOX 1473 | LOS ALTOS | CA | 94023 | 501(C)(3) | MTC RECRUITS, TRAINS, AND SUPPORTS VOLUNTEERS TO PROVIDE STUDENTS IN LOS ALTOS AND MOUNTAIN VIEW WITH TUTORING AND MENTORING SERVICES DESIGNED TO SUPPORT ACADEMIC GROWTH AND EMOTIONAL HEALTH. | $15,000 | ||
| THE BEAT WITHIN A PROGRAM OF INTERSECTION FOR THE ARTS | ||||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | THE BEAT WITHIN IS A WEEKLY WRITING AND CONVERSATION WORKSHOP AND BI-MONTHLY MAGAZINE PUBLICATION FOR HIGH/AT/IN-RISK YOUTH, INCARCERATED AND IN THE COMMUNITY, IN THE SAN FRANCISCO BAY AREA. | $15,000 | ||
| ACKNOWLEDGE ALLIANCE | ||||||||
| 2483 OLD MIDDLEFIELD WAY SUITE 201 | MOUNTAIN VIEW | CA | 94043 | 501(C)(3) | THE RESILIENCE CONSULTATION PROGRAM PROVIDES EDUCATOR PROFESSIONAL DEVELOPMENT AND COACHING, HELPING TEACHERS TO BUILD STUDENTS STRENGTHS, RESILIENCE, AND BELIEF IN THEIR ABILITY TO SUCCEED. | $10,000 | ||
| EAST SIDE COMMUNITY ARTS PROGRAM OF ALUM ROCK EDUCATIONAL FOUNDATION | ||||||||
| ALUM ROCK EDUCATIONAL FOUNDATION PO | SAN JOSE | CA | 951566178 | 501(C)(3) | EAST SIDE COMMUNITY ARTS OFFERS FREE SUMMER ART PROGRAMMING FOR YOUTH IN EAST SAN JOSE. | $10,000 | BOX 56178 | |
| EMPLOYER-SCHOOL COUNCIL | ||||||||
| 1265 WILLOMAR DR | SAN JOSE | CA | 951181248 | 501(C)(3) | THE EMPLOYER-SCHOOL COUNCIL PROVIDES NEW AND RETURNING SCHOLARSHIPS FOR STUDENTS WHO ATTENDED/GRADUATED FROM THE CONTINUATION SCHOOLS IN THE SANTA CLARA UNION SCHOOL DISTRICT. | $10,000 | ||
| FRIENDS FOR YOUTH | ||||||||
| 1741 BROADWAY | REDWOOD CITY | CA | 94063 | 501(C)(3) | FRIENDS FOR YOUTH SUPPORTS YOUTH IN NEED WHO LACK A CARING ADULT IN THEIR LIVES BY PROVIDING VOLUNTEER ADULT MENTORS THROUGH OUR 1-TO-1 AND GROUP (VIRTUAL) MENTORING PROGRAMS. | $10,000 | ||
| JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA | ||||||||
| 3003 OAK ROAD 130 | WALNUT CREEK | CA | 94597 | 501(C)(3) | PROVIDE K-12 STUDENTS IN SANTA CLARA COUNTY WITH VIRTUAL, INTERACTIVE LEARNING EXPERIENCES RELATED TO FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORKFORCE DEVELOPMENT TO PREPARE THEM FOR THEIR FUTURES. | $10,000 | ||
| JUSTREAD | ||||||||
| PO BOX 4459 | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) | FUNDING IS REQUESTED FOR PROGRAM EXPENSES FOR SCHOOL-BASED LITERACY AND MATH TUTORING PROGRAMS FOR ENGLISH LEARNERS IN THE MOUNTAIN VIEW WHISMAN SCHOOL DISTRICT (MVWSD) AND THE MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL DISTRICT (MVLAHSD). | $10,000 | ||
| SAN JOSE TAIKO | ||||||||
| 565 N 5TH ST | SAN JOSE | CA | 95112 | 501(C)(3) | TO PROVIDE ENRICHING PERFORMING ARTS AND ARTS EDUCATION EXPERIENCES FOR LOW-INCOME AND UNDERSERVED K-8 STUDENTS, SJT WILL PRESENT PROVIDE 6 SUBSIDIZED PRESENTATIONS OF ITS HIGHLY ACCLAIMED SCHOOL OUTREACH SHOW TO SCHOOLS IN THE ALUM ROCK AND FRANKLIN MCKINLEY SCHOOL DISTRICTS AT NO COST, AND WILL REVAMP AND RELAUNCH ITS ONLINE EDUCATIONAL SITE. | $10,000 | ||
| SJDANCECO | ||||||||
| 7283 CORONADO DRIVE | SAN JOS | CA | 95129 | 501(C)(3) | TO EXPAND OUR YOUTH PROGRAM WITH TWO SPECIAL PERFORMANCES OF OUR 18TH SEASON AT THE CALIFORNIA THEATRE WITH THE SAN JOS CHAMBER ORCHESTRA, WITH THE DESIRE TO REACH MORE 4TH & 5TH GRADE CLASSES MOSTLY FROM TITLE I SCHOOLS BY BRINGING 2,320 STUDENTS TO EXPERIENCE DANCE AND LIVE MUSIC AT THE HIGHEST ARTISTIC LEVEL. | $10,000 | ||
| TEATRO VISIN | ||||||||
| PO BOX 28367 | SAN JOSE | CA | 95159 | 501(C)(3) | AS PART OF OUR OCTOBER 2020 PRODUCTION OF LA MUERTE BAILA, TEATRO VISIN WILL PROVIDE A QUALITY, BILINGUAL, CULTURALLY-SPECIFIC THEATER EXPERIENCE FOR HUNDREDS OF UNDER-SERVED YOUTH IN THE SILICON VALLEY, THROUGH A WEEKDAY STUDENT MATINEE, SPECIAL STUDENT DISCOUNTS TO PUBLIC PERFORMANCES, AND THE DISTRIBUTION OF FREE TICKETS TO FOSTER FAMILIES AND SURVIVORS OF DOMESTIC VIOLENCE. | $10,000 | ||
| THE TABARD THEATRE COMPANY | ||||||||
| 29 N SAN PEDRO STREET SUITE 200 | SAN JOSE | CA | 95110 | 501(C)(3) | THE FUNDING WE ARE REQUESTING IS TO CONTINUE WITH OUR TUITION-FREE AFTER-SCHOOL THEATRE PROGRAMS FOR UNDERSERVED YOUTH IN ELEMENTARY SCHOOL; MORE SPECIFICALLY STUDENTS IN GRADES K THROUGH 5- AT EMPIRE GARDENS ELEMENTARY SCHOOL, WITH THE BOYS & GIRLS CLUBS OF SILICON VALLEY, IN THE ALUM ROCK AND BERRYESSA SCHOOL DISTRICTS, AT FRANKLIN MCKINLEY SCHOOL WITH CATHOLIC CHARITIES OF SANTA CLARA COUNTY. | $10,000 | ||
| GLOBAL GLIMPSE | ||||||||
| 490 LAKE PARK AVE 16039 | OAKLAND | CA | 94610 | 501(C)(3) | AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMMING FOR STUDENTS FROM LOW-INCOME BACKGROUNDS ENROLLED IN 2020 PROGRAMS AT THREE SANTA CLARA COUNTY HIGH SCHOOLS. | $7,500 | ||
| KIWANIS CLUB OF LOS ALTOS FOUNDATION | ||||||||
| 505 CYPRESS POINT DR 34 | MOUNTAIN VIEW | CA | 94043 | 501(C)(3) | THE KIWANIS SPECIAL GAMES IS A ONE-DAY, ALL VOLUNTEER, ATHLETIC EVENT CREATED, PRODUCED AND MANAGED BY THE APPROXIMATELY 30 REGIONAL KIWANIS CLUBS FOR 800-1,000 SEVERELY DISABLED STUDENTS FROM THE PRIVATE AND PUBLIC SCHOOLS, ALL GRADE LEVELS, OF SANTA CLARA COUNTY. | $5,000 | ||
| MONTALVO ASSOCIATION | ||||||||
| PO BOX 158 | SARATOGA | CA | 950710158 | 501(C)(3) | MONTALVO ARTS CENTER IS SEEKING A GRANT TO SUPPORT FINANCIAL AID (TICKET/FEE SCHOLARSHIPS AND TRANSPORTATION SUBSIDIES) FOR LOW-INCOME YOUTH TO PARTICIPATE IN OUR SIGNATURE ARTS-BASED EDUCATION OFFERINGS THE PERFORMING ARTS SERIES FOR STUDENTS AND THE CUSTOMIZED FIELD TRIP PROGRAM. | $5,000 | ||
| SILICON VALLEY EDUCATION FOUNDATION | ||||||||
| 1400 PARKMOOR 200 | SAN JOSE | CA | 95126 | 501(C)(3) | COLLEGE DAY IS A COMMUNITY-DRIVEN, SANTA CLARA COUNTY-WIDE CELEBRATION THAT SHOWS STUDENTS, PARTICULARLY THOSE FROM UNDER-RESOURCED AND FIRST-GENERATION COMMUNITIES, THAT GOING TO COLLEGE IS POSSIBLE. | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,371,857 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| KIWANIS CLUB OF SAN JOSE FOUNDATION | |||||||
| PO BOX 4855 | SAN JOSE | CA | 951304855 | 501(C)(3) | KIWANIS TAS PROGRAM OFFERS SCHOLARSHIPS & MENTORSHIP TO STUDENTS WHO HAVE OVERCAME PERSONAL, FINANCIAL, AND OTHER DIFFICULTIES IN HIGH SCHOOL,AND DESIRE SECONDARY EDUCATION TO IMPROVE THEIR LIVES. | $80,000 | |
| 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 | |
| CRISTO REY SAN JOSE HIGH SCHOOL | |||||||
| 1389 EAST SANTA CLARA STREET | SAN JOSE | CA | 95116 | 501(C)(3) | GENERAL SUPPORT | $50,000 | |
| BELLARMINE COLLEGE PREPARATORY | |||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | 501(C)(3) | THE DIRECT TUITION ASSISTANCE FUND (FORMERLY KNOWN AS THE DIRECT FINANCIAL AID FUND) PROVIDES FINANCIAL SUPPORT TO FAMILIES WHO HAVE DEMONSTRATED NEED FOR TUITION ASSISTANCE. | $47,000 | |
| PRESENTATION HIGH SCHOOL | |||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | 501(C)(3) | THE SHORTINO FAMILY FOUNDATION FUNDING WILL BE USED FOR FINANCIAL ASSISTANCE TO STUDENTS WHO QUALIFY BASED ON THEIR SCHOLASTIC MERIT AND WHOSE FAMILIES ARE ECONOMICALLY UNDER-SERVED. | $44,000 | |
| ACE CHARTER SCHOOL | |||||||
| 1100 SHASTA AVENUE 250 | SAN JOSE | CA | 95126 | 501(C)(3) | THE COLLEGE SUCCESS AND ALUMNI SUPPORT PROGRAM SUPPORTS STUDENTS IN NAVIGATING THE MANY CHALLENGES THAT FIRST-GENERATION COLLEGE STUDENTS EXPERIENCE WHILE APPLYING FOR AND ATTENDING UNIVERSITY. | $40,000 | |
| CHILDREN'S MUSICAL THEATER | |||||||
| 1401 PARKMOOR AVENUE SUITE 100 | SAN JOSE | CA | 95126 | 501(C)(3) | THE COMMUNITY ACCESS PROGRAM PROVIDES ACCESS TO THEATER EDUCATION OPPORTUNITIES TO UNDERSERVED AND AT-RISK YOUTH THROUGH SCHOLARSHIPS AND FREE TICKETS. | $40,000 | |
| ALUM ROCK COUNSELING CENTER | |||||||
| 777 N FIRST STREET SUITE 444 | SAN JOSE | CA | 95112 | 501(C)(3) | THE OCALA MENTORING PROGRAM PROVIDES ACADEMIC, EMOTIONAL AND BEHAVIORAL SUPPORT TO HIGH-RISK STUDENTS FROM OCALA STEAM ACADEMY IN EAST SAN JOSE FOR THE DURATION OF THEIR MIDDLE SCHOOL YEARS. | $35,000 | |
| FRESH LIFELINES FOR YOUTH | |||||||
| SOBRATO CENTER FOR NONPROFITS 568 | MILPITAS | CA | 95035 | 501(C)(3) | FLY REQUESTS $70,000 OVER TWO YEARS TO PROVIDE OUR LAW-RELATED EDUCATION PROGRAMS, WITH AN ANTICIPATED 225 HIGH SCHOOL AND 400 MIDDLE SCHOOL YOUTH SERVED IN SANTA CLARA COUNTY PER YEAR. | $35,000 | VALLEY WAY |
| NOTRE DAME HIGH SCHOOL SAN JOSE | |||||||
| 596 S SECOND STREET | SAN JOSE | CA | 95112 | 501(C)(3) | NOTRE DAME REQUESTS FUNDING TO SUPPORT SCHOLARSHIPS FOR LOW-INCOME STUDENTS WHO QUALIFY FOR THE MAXIMUM FINANCIAL AID AWARD DURING THE 2020-21 AND 2021-22 SCHOOL YEARS. | $35,000 | |
| SAN JOSE JAZZ | |||||||
| 310 SOUTH FIRST ST | SAN JOSE | CA | 95113 | 501(C)(3) | SCHOOL-BASED MUSIC PROGRAM OPERATING IN THE FRANKLIN-MCKINLEY DISTRICT, WHICH INCLUDES: GENERAL MUSIC CLASSES, BAND CLASSES, SATURDAY NUCLEOS, AND A TWO-WEEK SUMMER PROGRAM FOR 1ST-8TH GRADERS. | $35,000 | |
| ARCHBISHOP MITTY HIGH SCHOOL | |||||||
| 5000 MITTY AVENUE | SAN JOSE | CA | 95129 | 501(C)(3) | THE ARCHBISHOP MITTY SCHOLARSHIP PROGRAM HELPS KEEP ITS DOORS OPEN TO A WIDE ARRAY OF QUALIFIED STUDENTS REGARDLESS OF A FAMILY'S ABILITY TO PAY. | $30,000 | |
| 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 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | 501(C)(3) | BREAKTHROUGH SILICON VALLEY EMPOWERS ACADEMICALLY MOTIVATED, UNDERRESOURCE, FIRST-GENERATION 7TH-12TH GRADERS FROM SAN JOSE THROUGH A SIX-YEAR COLLEGE ACCESS PROGRAM. | $25,000 | |
| CHILD ADVOCATES OF SILICON VALLEY | |||||||
| 509 VALLEY WAY BLDG 2 | MILIPITAS | CA | 95035 | 501(C)(3) | THE ACADEMIC SUCCESS FOR FOSTER YOUTH PROGRAM SUPPORTS APPROXIMATELY 350 SANTA CLARA COUNTY FOSTER YOUTH AGES 11-18 BY PROVIDING THEM WITH COURT APPOINTED SPECIAL ADVOCATES (CASAS). | $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 | |
| SAN JOSE MUSEUM OF ART | |||||||
| 110 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | 501(C)(3) | THE SAN JOSE MUSEUM OF ART REQUESTS SUPPORT FOR EDUCATION INITIATIVES IN THE FY21 COVID19 RECOVERY PERIOD. | $25,000 | |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | |||||||
| 230 SAN ANTONIO CIRCLE | MOUNTAIN VIEW | CA | 94040 | 501(C)(3) | CSMAS SEQUENTIAL, STANDARDS-BASED ARTS4ALL PROGRAM PROVIDES QUALITY ARTS INSTRUCTION TO A TOTAL OF 700 TK-5TH GRADE STUDENTS ENROLLED IN EAST SAN JOSES ALUM ROCK UNION ELEMENTARY SCHOOL DISTRICT. | $20,000 | |
| FAMILY SUPPORTIVE HOUSING INC | |||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | 501(C)(3) | THE FSH HOMEWORK ENRICHMENT PROGRAM ADDRESSES THE DISTINCT EDUCATIONAL BARRIERS THAT CHILDREN AND YOUTH WHO ARE EXPERIENCING HOMELESSNESS CONFRONT. | $20,000 | |
| 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 | |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | 501(C)(3) | THE AFTERSCHOOL AND SUMMER ACADEMY PROGRAM BOLSTERS ACADEMIC SUCCESS, STRENGTHENS SOCIAL AND EMOTIONAL HEALTH, AND DEVELOPS LEADERSHIP SKILLS AMONG LOW-INCOME LATINO STUDENTS AND THEIR FAMILIES. | $20,000 | |
| THIRD STREET COMMUNITY CENTER | |||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | 501(C)(3) | AFTER SCHOOL ACADEMIC PROGRAM | $20,000 | |
| THE BEAT WITHIN A PROGRAM OF INTERSECTION FOR THE ARTS | |||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | 501(C)(3) | THE BEAT WITHIN IS A WEEKLY WRITING AND CONVERSATION WORKSHOP AND BI-MONTHLY MAGAZINE PUBLICATION FOR HIGH/AT/IN-RISK YOUTH, INCARCERATED AND IN THE COMMUNITY, IN THE SAN FRANCISCO BAY AREA. | $15,000 | |
| EMPLOYER-SCHOOL COUNCIL | |||||||
| 1265 WILLOMAR DR | SAN JOSE | CA | 951181248 | 501(C)(3) | THE EMPLOYER-SCHOOL COUNCIL PROVIDES NEW AND RETURNING SCHOLARSHIPS FOR STUDENTS WHO ATTENDED/GRADUATED FROM THE CONTINUATION SCHOOLS IN THE SANTA CLARA UNION SCHOOL DISTRICT. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $801,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $359,172 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $391,853 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $933,707 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $933,707 | 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 | $29,235 | 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 | $2,133 | SL | 3.000000000000 | $1,682 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990 PF: PART XIII LINE 2: COLUMN C | FormAndLineReferenceDesc |
| Medium Explanation | WE HAVE MODIFIED 990-PF, PART XIII, LINE 2, COLUMN C, FOR THE UNDISTRIBUTED INCOME FROM 2019 ORIGINALLY STATED OF $1,330,877 TO THE REVISED UNDISTRIBUTED INCOME FROM 2019 OF $1,960,804. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $7,685,773 | EOYBookValueAmt |
| EOYFMV | $7,685,773 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,462,574 | EOYBookValueAmt |
| EOYFMV | $1,462,574 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $20,320,085 | $20,320,085 |
| ALTERNATIVE INVESTMENTS | FMV | $31,176,969 | $31,176,969 |
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 | $3,815 | $1,181 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $24,310 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $13,639 | $52,972 | $52,972 |
| PREPAID EXCISE TAX | $3,049 | $4,400 | $4,400 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| Amt | $87,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,543 | $42 | $520 |
| OFFICE EXPENSE | $16,123 | $894 | $11,319 |
| MISCELLANEOUS | $1,338 | $0 | $0 |
| RENTAL EXPENSES | $90,121 | $90,121 | $0 |
| RENTAL EXPENSES | $320,201 | $320,201 | $0 |
| RENTAL EXPENSES | $149,595 | $149,595 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $0 | -$76,175 | $0 |
| OTHER INVESTMENT INCOME | $0 | $69,702 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $5,740,424 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $195,000 | $282,000 |
| OTHER RENT | $15,556 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX PREPARATION | $22,300 | $0 | $0 |
| INVESTMENT MANAGEMENT | $198,695 | $198,695 | $0 |
| OTHER | $500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $12,106 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |