THE LEO M SHORTINO FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE LEO M SHORTINO FOUNDATION (EIN 68-0237238)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-09
- IRS object ID
- 202012539349100411
- Schema version
- 2019v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-09T12:27:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 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 | 2019-01-01 | 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 | TAMARA ALVARADO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4082756306 | PhoneNum |
| Signature | 2020-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.62.180.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-02 | IPDt |
| IP Tm | 12:28:01 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EFE577F76247A8229C67349CC569CC8661C3C51E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,786,927 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $324,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,807 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,493,298 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,493,298 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $515,721 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $250,036 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,993,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,073,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,068,141 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $143,617 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $68,217 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,343 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,036 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,369 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $900 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,012 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,432 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,381 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $229,081 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,848 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $528,921 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $441 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,865 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $477,905 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $463,753 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,847 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,040,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,233,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $224,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,093,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,093,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,133,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,233,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,317,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,060,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $834,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $561,460 | CashBOYAmt |
| Cash EOY | $171,905 | CashEOYAmt |
| Cash EOYFMV | $171,905 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $49,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,491,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,397,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,397,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,674,415 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,834,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,834,156 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,251,828 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,315,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,315,630 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,699 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,710 | LandBOYAmt |
| Land EOY | $2,863 | LandEOYAmt |
| Land EOYFMV | $2,863 | LandEOYFMVAmt |
| Other Assets BOY | $14,682 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,688 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,688 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,048,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,786,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,786,927 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $139,619 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $126,078 | AccountsPayableEOYAmt |
| Grants Payable BOY | $40,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $629,927 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $24,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $210,556 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $203,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $966,561 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,844,916 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,820,366 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,844,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,820,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,048,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,786,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,844,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,060,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,207,151 | OtherIncreasesAmt |
| Subtotal | $55,991,366 | SubtotalAmt |
| Other Decreases | $171,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,820,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2019-01-01 | 2019-12-31 | $4,395,414 | $4,219,678 | $175,736 | $175,736 | |
| MEZZANINE PRIVATE INVESTORS OFFSHORE III, LP | 2019-01-01 | 2019-12-31 | $566,395 | $562,983 | $3,412 | $3,412 | P |
| VINTAGE 2013 PRIVATE INVESTMENTS OFFSHORE, LP | 2019-01-01 | 2019-12-31 | $1,031,398 | $960,510 | $70,888 | $70,888 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,036 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,625,733 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,281,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,531,352 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,435,007 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050190 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,479,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,159,354 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053723 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,409,512 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,123,726 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,379,797 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,482,108 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049086 | DistributionYr5Rt |
| Total Distribution | 0.252272 | TotalDistributionRt |
| Average Distribution | 0.050454 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,106,546 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,729,892 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,344 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,738,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,317,723 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,393 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,393 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,049 | OverpaymentAmt |
| Applied To ES Tax | $7,049 | 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 | $5,000 | $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 | $150,000 | $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 | $34,467,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,160,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,930,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,930,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $823,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,106,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,705,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,705,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,344 | TotalTaxAmt |
| Distributable Before Adj | $2,696,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,696,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,696,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,317,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,317,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,344 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,309,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,696,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,951,617 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,317,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,951,617 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,366,106 | 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 | $1,330,877 | 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 | TAMARA ALVARADO | 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN - MCKINLEY SCHOOL DISTRICT | ||||||||
| 645 WOOL CREEK ROAD | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $184,077 | |
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM | $165,000 | |
| CRISTO REY SAN JOSE JESUIT HIGH SCHOOL | ||||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $145,328 | |
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVENUE 250 | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | CAPITAL TO SUPPORT CONSTRUCTION OF HIGH SCHOOL | $100,000 | |
| PIVOTAL | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | 1:1 ACADEMIC AND EMPLOYMENT COACHING, FREE TUTORING AND PAID SUMMER INTERNSHIPS FOR FOSTER YOUTH ATTENDING COMMUNITY COLLEGE | $100,000 | |
| SCHOOL OF ARTS AND CULTURE AT MHP | ||||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | CULTURALLY SPECIFIC ARTS ENGAGEMENT ACTIVITIES AND INSTRUCTION | $100,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| TWO PENN CENTER SUITE 1315 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $100,000 | |
| CONXION TO COMMUNITY | ||||||||
| 749 STORY ROAD SUITE 10 | SAN JOSE | CA | 95122 | NONE | 501(C)(3) | INTENSIVE LIFE SKILLS COACHING AND MENTORING PROGRAM FOR MARGINALIZED YOUTH | $80,000 | |
| KIWANIS CLUB OF SAN JOSE FOUNDATION | ||||||||
| PO BOX 4855 | SAN JOSE | CA | 951304855 | BOARD MEMBER | 501(C)(3) | SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS WHO HAVE TURNED THEIR LIVES AROUND AND ARE COLLEGE-BOUND | $80,000 | |
| YMCA OF SILICON VALLEY | ||||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $80,000 | |
| CITY YEAR SAN JOSE SILICON VALLEY | ||||||||
| 1922 THE ALAMEDA SUITE 104 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | SCHOOL-DAY AND AFTER-SCHOOL SUPPORT FOR LOW-INCOME STUDENTS | $75,000 | |
| UPLIFT FAMILY SERVICES | ||||||||
| 251 LLEWELLYN AVENUE | CAMPBELL | CA | 95008 | NONE | 501(C)(3) | TRUANCY REDUCTION COUNSELING & CASE MANAGEMENT SERVICES | $70,000 | |
| SACRED HEART NATIVITY SCHOOLS | ||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME YOUTH | $60,000 | |
| SILICON VALLEY EDUCATION FOUNDATION | ||||||||
| 1400 PARKMOOR 200 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | SUMMER PROGRAM FOR AT-RISK STUDENTS FROM LOW INCOME AND UNDERSERVED BACKGROUNDS. | $60,000 | |
| UC BERKELEY CENTER FOR EDUCATIONAL PARTNERSHIPS | ||||||||
| 2150 KITTREDGE STREET SUITE 4C | BERKELEY | CA | 947201060 | NONE | 501(C)(3) | COLLEGE ADVISING FOR HIGH SCHOOL STUDENTS | $60,000 | |
| CHAC | ||||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | MENTAL HEALTH PREVENTION/EARLY INTERVENTION SERVICES FOR YOUTH | $50,000 | |
| CITIZEN SCHOOLS | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | NONE | 501(C)(3) | EXTENDED LEARNING OPPORTUNITIES FOR MIDDLE SCHOOL STUDENTS | $50,000 | |
| CRISTO REY SAN JOSE JESUIT HIGH SCHOOL | ||||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $50,000 | |
| DIOCESE OF SAN JOSE | ||||||||
| 1200 REDMOND AVENUE | SAN JOSE | CA | 95120 | BOARD MEMBER | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $50,000 | |
| DIOCESE OF SAN JOSE | ||||||||
| 1200 REDMOND AVENUE | SAN JOSE | CA | 95120 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $50,000 | |
| GIRL SCOUTS OF NORTHERN CA | ||||||||
| 1310 S BASCOM AVENUE | SAN JOSE | CA | 95128 | NONE | 501(C)(3) | YEAR-ROUND PREVENTION AND INTERVENTION PROGRAM FOR YOUNG WOMEN IN HIGH SCHOOL AND IN JUVENILE DETENTION | $50,000 | |
| MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA) | ||||||||
| 510 S FIRST STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | WORKSHOPS AND PRACTICE IN DIGITAL MEDIA AND CULTURE | $50,000 | |
| VIA SERVICES INC | ||||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | BOARD MEMBER | 501(C)(3) | FULLY-INCLUSIVE ARTS, SCIENCE AND OUTDOOR EDUCATION IN THE CANYON FOR YOUTHS WITH DISABILITIES | $50,000 | |
| MVLA SCHOLARS | ||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | NONE | 501(C)(3) | SCHOLARSHIPS AND MENTORING FOR HIGH SCHOOL AND COLLEGE STUDENTS | $48,000 | |
| BELLARMINE COLLEGE PREPARATORY | ||||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $47,000 | |
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $45,000 | |
| PRESENTATION HIGH SCHOOL | ||||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $44,000 | |
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $41,644 | |
| CHILDREN'S MUSICAL THEATER | ||||||||
| 1401 PARKMOOR AVENUE SUITE 100 | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | THEATER EDUCATION OPPORTUNITIES AND PARTICIPATION SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $40,000 | |
| GUADALUPE RIVER PARK CONSERVANCY | ||||||||
| 438 COLEMAN AVE | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | OUTDOOR SCIENCE EDUCATION FOR K-8 STUDENTS FROM TITLE ONE SCHOOLS | $40,000 | |
| ALUM ROCK COUNSELING CENTER | ||||||||
| 777 N FIRST STREET SUITE 444 | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | ONE-ON-ONE COUNSELING, MENTORING, LIFE SKILLS TRAINING, CASE MANAGEMENT, AND ACADEMIC SUPPORT FOR MIDDLE SCHOOL STUDENTS | $35,000 | |
| NOTRE DAME HIGH SCHOOL SAN JOSE | ||||||||
| 596 S SECOND STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $35,000 | |
| SAN JOSE JAZZ | ||||||||
| 38 W SANTA CLARA STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | IN-SCHOOL AND AFTER-SCHOOL MUSIC PROGRAM | $35,000 | |
| SILICON VALLEY FACES | ||||||||
| 1401 PARKMOOR AVENUE 150 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | CAMP FOR HIGH SCHOOL STUDENTS, INCLUDING ACTIVITIES THAT DEVELOP SOCIAL-EMOTIONAL SKILLS LIKE EMPATHY, UNDERSTANDING, FLEXIBILITY, AND CURIOSITY | $35,000 | |
| BOYS & GIRLS CLUBS OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $34,147 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||||
| 2625 ZANKER RD 200 | SAN JOSE | CA | 951342130 | NONE | 501(C)(3) | SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES | $32,551 | |
| ARCHBISHOP MITTY HIGH SCHOOL | ||||||||
| 5000 MITTY AVENUE | SAN JOSE | CA | 95129 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $30,000 | |
| SOMOS MAYFAIR | ||||||||
| 370-B S KING RD | SAN JOSE | CA | 95128 | NONE | 501(C)(3) | READING TUTORING FOR ELEMENTARY STUDENTS | $30,000 | |
| AFRICAN AMERICAN COMMUNITY SERVICES AGENCY | ||||||||
| 304 N 6TH STREET | SAN JOSE | CA | 951125266 | NONE | 501(C)(3) | SCIENCE-TECHNOLOGY-ENGINEERING-ARTS-MATH-EDUCATION PROGRAM | $25,000 | |
| AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT | ||||||||
| 1897 ALUM ROCK AVE SUITE 35 | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | SUMMER ACADEMIC AND ENRICHMENT SUPPORT | $25,000 | |
| ART IN ACTION | ||||||||
| 3925 BOHANNON DRIVE SUITE 300 | MENLO PARK | CA | 94025 | NONE | 501(C)(3) | VISUAL ARTS EDUCATION, TO TEACH CRITICAL THINKING, PROBLEM-SOLVING, AND INNOVATION SKILLS | $25,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | EQUIPPING MIDDLE AND HIGH SCHOOL STUDENTS WITH THE TOOLS AND RESOURCES THEY NEED TO FLOURISH AT A FOUR-YEAR COLLEGE. | $25,000 | |
| CHILD ADVOCATES OF SILICON VALLEY | ||||||||
| 509 VALLEY WAY BLDG 2 | MILIPITAS | CA | 95035 | NONE | 501(C)(3) | SUPPORT FOR COURT-APPOINTED SPECIAL ADVOCATES IN THEIR WORK WITH FOSTER YOUTH TO IMPROVE THEIR ACADEMICS. | $25,000 | |
| ELEVATE TUTORING | ||||||||
| 2641 THRASHER LANE | SAN JOSE | CA | 95125 | NONE | 501(C)(3) | TUTOR TRAINING AND TUTORING PROGRAM | $25,000 | |
| FRESH LIFELINES FOR YOUTH | ||||||||
| SOBRATO CENTER FOR NONPROFITS 568 | MILPITAS | CA | 95035 | NONE | 501(C)(3) | LAW-RELATED EDUCATION AND LIFE SKILLS PROGRAMS | $25,000 | VALLEY WAY |
| GRAIL FAMILY SERVICES | ||||||||
| 2003 EAST SAN ANTONIO STREET | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | READING TUTORING FOR ELEMENTARY STUDENTS | $25,000 | |
| SAN JOSE MUSEUM OF ART | ||||||||
| 110 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | SCIENCE-TECHNOLOGY-ENGINEERING-ARTS-MATH-EDUCATION PROGRAM | $25,000 | |
| SILICON VALLEY URBAN DEBATE LEAGUE | ||||||||
| 502 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | DEBATE TRAINING AND COMPETITIONS FOR UNDERSERVED YOUTH | $25,000 | |
| THE JOSE VALDES MATH FOUNDATION | ||||||||
| PO BOX 26484 | SAN JOSE | CA | 95159 | NONE | 501(C)(3) | SUMMER MATH INSTRUCTION PROGRAM FOR LOW-INCOME STUDENTS | $25,000 | |
| THE TECH INTERACTIVE | ||||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | PROFESSIONAL DEVELOPMENT IN ENGINEERING AND COMPUTER SCIENCE TO K-12 EDUCATORS | $25,000 | |
| PENINSULA COLLEGE FUND | ||||||||
| 526 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | SCHOLARSHIPS, MENTORING, AND COLLEGE AND CAREER SUCCESS SUPPORT | $24,000 | |
| COMMUNITY SCHOOL OF MUSIC AND ARTS | ||||||||
| 230 SAN ANTONIO CIRCLE | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | SEQUENTIAL, STANDARDS BASED ART INSTRUCTION FOR ELEMENTARY STUDENTS | $20,000 | |
| FAMILY & CHILDREN SERVICES OF SILICON VALLEY A DIVISION OF CAMINAR | ||||||||
| 2600 S EL CAMINO REAL STE 200 | SAN MATEO | CA | 94403 | NONE | 501(C)(3) | ENGAGEMENT, COACHING, SKILL-BUILDING, AND SUPPORT SOCIAL SUPPORT NETWORKS TO EMPOWER MARGINALIZED TEENS | $20,000 | |
| FAMILY SUPPORTIVE HOUSING INC | ||||||||
| 692 N KING ROAD | SAN JOSE | CA | 95133 | NONE | 501(C)(3) | INTENSIVE EDUCATIONAL ENRICHMENT PROGRAMMING TO SCHOOL AGED CHILDREN LIVING IN A SHELTER | $20,000 | |
| JUSTREAD | ||||||||
| PO BOX 4459 | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | TUTORING IN MATH AND READING | $20,000 | |
| MUSIC FOR MINORS | ||||||||
| 1100 INDUSTRIAL ROAD SUITE 10 | SAN CARLOS | CA | 94070 | NONE | 501(C)(3) | COMPREHENSIVE, SEQUENTIAL, STATE AND NATIONAL STANDARDS-BASED MUSIC EDUCATION IN ELEMENTARY SCHOOLS | $20,000 | |
| READING PARTNERS | ||||||||
| 180 GRAND AVE SUITE 800 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | ONE-ON-ONE LITERACY TUTORING IN SANTA CLARA COUNTY | $20,000 | |
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | AFTER-SCHOOL AND SUMMER EXTENDED LEARNING PROGRAM | $20,000 | |
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | AFTER SCHOOL ACADEMIC PROGRAM | $20,000 | |
| ACHIEVEKIDS | ||||||||
| 3860 MIDDLEFIELD ROAD | PALO ALTO | CA | 94303 | NONE | 501(C)(3) | CUSTOMIZED EMPLOYMENT TRAINING WITH SUSTAINED AND TARGETED EMPLOYMENT EXPERIENCE FOR AT-RISK, TRANSITION-AGE YOUTH WITH SPECIAL NEEDS. | $15,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 65 BATTERY STREET 2ND FLOOR | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | MENTORING FOR LOW-INCOME STUDENTS | $15,000 | |
| COLLEGESPRING | ||||||||
| 1333 BROADWAY SUITE 250 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | SAT PREPARATION TO STUDENTS IN SANTA CLARA COUNTY | $15,000 | |
| COLLEGESPRING | ||||||||
| 1333 BROADWAY SUITE 250 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | SAT PREPARATION TO STUDENTS IN SANTA CLARA COUNTY | $15,000 | |
| GLOBAL GLIMPSE | ||||||||
| 2991 SHATTUCK AVE 304 | BERKELEY | CA | 94705 | NONE | 501(C)(3) | AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMMING FOR LOW-INCOME STUDENTS | $15,000 | |
| MENTOR TUTOR CONNECTION | ||||||||
| P O BOX 1473 | LOS ALTOS | CA | 94023 | NONE | 501(C)(3) | MENTORING OF HIGH SCHOOL STUDENTS TO PROMOTE SUCCESS IN HIGH SCHOOL AND COLLEGE | $15,000 | |
| THE BEAT WITHIN A PROGRAM OF INTERSECTION FOR THE ARTS | ||||||||
| 1446 MARKET STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | WRITING AND ART WORKSHOPS FOR INCARCERATED YOUTH | $15,000 | |
| ACKNOWLEDGE ALLIANCE | ||||||||
| 2483 OLD MIDDLEFIELD WAY SUITE 201 | MOUNTAIN VIEW | CA | 94043 | NONE | 501(C)(3) | SOCIAL EMOTIONAL LEARNING CURRICULUM AND STRATEGIES FOR AT-RISK STUDENTS AND THEIR EDUCATORS | $10,000 | |
| EAST SIDE COMMUNITY ARTS PROGRAM OF ALUM ROCK EDUCATIONAL FOUNDATION | ||||||||
| ALUM ROCK EDUCATIONAL FOUNDATION PO | SAN JOSE | CA | 951566178 | NONE | 501(C)(3) | SUMMER ARTS PROGRAM | $10,000 | BOX 56178 |
| EMPLOYER-SCHOOL COUNCIL | ||||||||
| 1265 WILLOMAR DR | SAN JOSE | CA | 951181248 | NONE | 501(C)(3) | SCHOLARSHIPS FOR "AT-RISK" STUDENTS IN ALTERNATIVE SCHOOLS | $10,000 | |
| FRIENDS FOR YOUTH | ||||||||
| 1741 BROADWAY | REDWOOD CITY | CA | 94063 | NONE | 501(C)(3) | 1:1 AND GROUP MENTORING FOR VULNERABLE YOUTH | $10,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN CA | ||||||||
| 3003 OAK ROAD 109 | WALNUT CREEK | CA | 94597 | NONE | 501(C)(3) | INTERACTIVE PROGRAMS ON FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORKFORCE DEVELOPMENT | $10,000 | |
| MONTALVO ASSOCIATION | ||||||||
| PO BOX 158 | SARATOGA | CA | 950710158 | NONE | 501(C)(3) | PERFORMANCE AND FIELD TRIPS FOR UNDERSERVED STUDENTS | $10,000 | |
| SAN JOSE TAIKO | ||||||||
| 565 N 5TH ST | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | FIELD TRIPS TO TAIKO PERFORMANCES, INCLUDING CURRICULUM GUIDES | $10,000 | |
| SJDANCECO | ||||||||
| 7283 CORONADO DRIVE | SAN JOSE | CA | 95129 | NONE | 501(C)(3) | LIVE PERFORMANCE OF CONTEMPORARY AND CLASSIC MODERN DANCE WITH LIVE MUSIC IN A THEATRICAL SETTING, FOLLOWED BY AN IN-SCHOOL MOVEMENT/CREATIVE SESSION | $10,000 | |
| TEATRO VISION | ||||||||
| PO BOX 28367 | SAN JOSE | CA | 95159 | NONE | 501(C)(3) | REDUCED-PRICE WEEKDAY MATINEE AND STUDY GUIDE FOR LOW-INCOME STUDENTS, AND FREE TICKETS FOR FOSTER FAMILIES AND SURVIVORS OF DOMESTIC VIOLENCE. | $10,000 | |
| THE TABARD THEATRE COMPANY | ||||||||
| 29 N SAN PEDRO STREET SUITE 200 | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | AFTER-SCHOOL THEATRE PROGRAM IN WHICH K-5 STUDENTS PRODUCE A MUSICAL OR PLAY. | $10,000 | |
| OAK GROVE SCHOOL DISTRICT ADOPT-A-COLLEGE PROGRAM | ||||||||
| 6578 SANTA TERESA BLVD | SAN JOSE | CA | 95119 | NONE | 501(C)(3) | PROGRAM TO PROMOTE COLLEGE-GOING CULTURE, INCLUDING SCHOLARSHIPS FOR HIGH SCHOOL SENIORS | $7,500 | |
| KIWANIS CLUB OF LOS ALTOS FOUNDATION | ||||||||
| 505 CYPRESS POINT DR 34 | MOUNTAIN VIEW | CA | 94043 | NONE | 501(C)(3) | ATHLETIC COMPETITION FOR DIFFERENTLY-ABLED CHILDREN | $5,000 | |
| KIWANIS CLUB OF LOS ALTOS FOUNDATION | ||||||||
| 505 CYPRESS POINT DR 34 | MOUNTAIN VIEW | CA | 94043 | NONE | 501(C)(3) | ATHLETIC COMPETITION FOR DIFFERENTLY-ABLED CHILDREN | $5,000 | |
| SILICON VALLEY EDUCATION FOUNDATION | ||||||||
| 1400 PARKMOOR 200 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | RESOURCES FOR EDUCATORS AND COMMUNITY MEMBERS TO PROMOTE A COLLEGE-GOING CULTURE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,140,247 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,807 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $515,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,036 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,090,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,090,564 | 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 | $20,432 | 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 | $486 | SL | 3.000000000000 | $62 | $0 |
| NEW COMPUTERS | 2018-10-25 | $4,996 | $348 | SL | 3.000000000000 | $1,786 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | OTHER EXPENSES | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sales Expense | $0 | SalesExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $6,834,156 | EOYBookValueAmt |
| EOYFMV | $6,834,156 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $20,397,529 | EOYBookValueAmt |
| EOYFMV | $20,397,529 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $20,221,514 | $20,221,514 |
| ALTERNATIVE INVESTMENTS | FMV | $9,094,116 | $9,094,116 |
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 | $2,134 | $2,862 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER ASSETS | $14,682 | $13,639 | $13,639 |
| PREPAID EXCISE TAX | $3,049 | $3,049 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| Amt | $171,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,790 | $0 | $0 |
| OFFICE EXPENSE | $9,931 | $300 | $7,847 |
| MISCELLANEOUS | $16,437 | $14,706 | $0 |
| RENTAL EXPENSES | $82,915 | $82,915 | $0 |
| RENTAL EXPENSES | $227,505 | $227,505 | $0 |
| RENTAL EXPENSES | $138,327 | $138,327 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $9,207,151 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $24,000 | $195,000 |
| OTHER RENT | $0 | $15,556 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX PREPARATION | $22,300 | $0 | $0 |
| INVESTMENT MANAGEMENT | $229,081 | $229,081 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $8,344 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |