THE LEO M SHORTINO FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LEO M SHORTINO FOUNDATION (EIN 68-0237238)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349100019
- Schema version
- 2018v3.1
- 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 Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:08:53-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA ALVARADO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4082756306 | PhoneNum |
| Signature | 2019-11-12 | 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 | 2019-11-12 | IPDt |
| IP Tm | 16:45:19 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FD2D8D7C97317CA769409C76C295A9F44AD1DDCC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,048,535 | 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 | $160 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $396,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $419,642 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,383,840 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,383,840 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $460,863 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $439,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,652,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $522,790 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$12,862 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,219,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,313,570 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $199,079 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,485 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,050 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $51,804 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,143 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $165,302 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,818 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $242,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $206,167 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,999 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,036 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $429,668 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $597 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,972 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $517,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $494,954 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,414 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,054,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,149,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $266,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,370,819 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,370,819 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,425,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,149,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,637,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,205,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,164,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $248,221 | CashBOYAmt |
| Cash EOY | $561,460 | CashEOYAmt |
| Cash EOYFMV | $561,460 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $189,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,811 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,476,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,491,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,491,629 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,218,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,674,415 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,674,415 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,679,577 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,251,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,251,828 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,852 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $751 | LandBOYAmt |
| Land EOY | $4,710 | LandEOYAmt |
| Land EOYFMV | $4,710 | LandEOYFMVAmt |
| Other Assets BOY | $7,305 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,682 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,682 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,820,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,048,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,048,535 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $124,907 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $139,619 | AccountsPayableEOYAmt |
| Grants Payable EOY | $40,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $72,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $196,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $203,619 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $52,623,335 | UnrestrictedBOYAmt |
| Unrestricted EOY | $48,844,916 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,623,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,844,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,820,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,048,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,623,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,205,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,000 | OtherIncreasesAmt |
| Subtotal | $51,465,787 | SubtotalAmt |
| Other Decreases | $2,620,871 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,844,916 | 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 TRADE SECURITIES | 2018-01-01 | 2018-12-31 | $5,559,903 | $5,120,474 | $439,429 | $439,429 | |
| ANGELES PRIVATE | 2018-01-01 | 2018-12-31 | $1,559 | $1,559 | $1,559 | P | |
| HARBOR VEST | 2018-01-01 | 2018-12-31 | $50 | $50 | $50 | P | |
| MEZZANINE | 2018-01-01 | 2018-12-31 | $33,872 | $33,872 | $33,872 | P | |
| VINTAGE 2013 | 2018-01-01 | 2018-12-31 | $33,177 | $33,177 | $33,177 | P | |
| VINTAGE 2014 | 2018-01-01 | 2018-12-31 | $24,050 | $24,050 | $24,050 | P | |
| VINTAGE 2015 | 2018-01-01 | 2018-12-31 | $9,347 | -$9,347 | -$9,347 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $522,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,531,352 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $50,435,007 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050190 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,479,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,159,354 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053723 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,409,512 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $50,123,726 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048071 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,379,797 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,482,108 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049086 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,387,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,659,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050097 | DistributionYr5Rt |
| Total Distribution | 0.251167 | TotalDistributionRt |
| Average Distribution | 0.050233 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,281,460 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,576,022 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,641 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,587,663 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,637,374 | 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 | $11,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,107 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,107 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,466 | OverpaymentAmt |
| Applied To ES Tax | $9,466 | 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 | 95126 | 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 (9 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 |
| LINDA MURRAY | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | SECRETARY | 2.00 | $5,000 | $0 | $0 |
| FRANK BOITANO | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | TREASURER | 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 |
| RICARDO BENAVIDEZ | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $2,500 | $0 | $0 |
| GARY T SHARA | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| ELAINE CURRAN | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | EXECUTIVE DIRECTOR | 40.00 | $86,579 | $0 | $0 |
| TAMARA ALVARADO | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | EXECUTIVE DIRECTOR | 40.00 | $75,000 | $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 | $35,446,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,290,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,062,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,062,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $780,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,281,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,564,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,564,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,641 | TotalTaxAmt |
| Distributable Before Adj | $2,552,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,552,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,552,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,637,374 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,637,374 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,641 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,625,733 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,552,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,036,559 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,637,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,036,559 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $600,815 | 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 | $1,951,617 | 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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRESH LIFELINES FOR YOUTH | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | TO SUPPORT OUR LEGAL EDUCATION AND LIFE SKILLS PROGRAMS FOR 755 HIGH SCHOOL AND MIDDLE SCHOOL YOUTH IN SANTA CLARA COUNTY, WHICH TEACH YOUTH ABOUT THE LAW AND CONSEQUENCES OF CRIMES WHILE BUILDING SKILLS AND DEVELOPMENTAL ASSETS TO HELP YOUTH STAY ENGAGED IN SCHOOL AND OUT OF THE JUVENILE JUSTICE SYSTEM. | $25,000 | |
| UC BERKELEY--(REGENTS OF UC) | ||||||||
| CENTER FOR EDUCATIONAL PARTNERSHIPS | BERKELEY | CA | 947201060 | NONE | 501(C)(3) | UC BERKELEY DESTINATION COLLEGE ADVISING CORPS (DCAC): ENCOURAGE COLLEGE FOR LOW-INCOME STUDENTS. | $30,000 | 2150 KITTREDGE STREET SUITE 4C |
| STANFORD UNIVERSITY--RISE | ||||||||
| OFFICE OF SCIENCE OUTREACH 450 | STANFORD | CA | 94305 | NONE | 501(C)(3) | 2019 RISE INTERNSHIP PROGRAM FOR HIGH SCHOOL STUDENTS | $10,000 | SERRA MALL BLDG 160 MC 2063 |
| SACRED HEART NATIVITY SCHOOLS | ||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | ACADEMIC SUPPORT PROGRAM FOR LOW INCOME YOUTH | $27,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | ACADEMIC, COLLEGE READINESS, AND ENRICHMENT PROGRAM FOR HIGH-POTENTIAL, LOW-INCOME MIDDLE SCHOOL STU | $22,500 | |
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | AFTER-SCHOOL ACADEMIC PROGRAMS | $18,000 | |
| THIRD STREET COMMUNITY CENTER | ||||||||
| 160 N THIRD STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | AFTER-SCHOOL ACADEMIC PROGRAMS | $45,000 | |
| TABARD THEATER COMPANY | ||||||||
| 29 N SAN PEDRO STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | AFTER-SCHOOL THEATRE PROGRAM FOR ELEMENTARY SCHOOL STUDENTS | $10,000 | |
| COMMUNITY SCHOOL OF MUSIC & ARTS | ||||||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | ART4SCHOOLS AT LYNDALE ELEMENTARY SCHOOL | $18,000 | |
| BOYS & GIRLS CLUB OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | BGCSVS STIPE CLUBHOUSE SUMMER ENRICHMENT PROGRAM WILL PROVIDE 100 YOUTH AGES 6 TO 10 YEARS WITH A MULTI-ELEMENT YOUTH DEVELOPMENT PROGRAM THAT WILL FEATURE SMALL GROUP AND ONE-TO-ONE MENTORING WITH ADULT PROFESSIONALS; ACADEMIC SUPPORT, ARTS, SPORTS, FITNESS, AND RECREATIONAL ACTIVITIES IN A FUN, SAFE AND SUPPORTIVE ENVIRONMENT. | $34,147 | |
| BOYS & GIRLS CLUB OF SILICON VALLEY | ||||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | BGCSV'S 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 | |
| CONXION TO COMMUNITY | ||||||||
| 749 STORY ROAD 10 | SAN JOSE | CA | 95122 | NONE | 501(C)(3) | BRIGHT FUTURE PROGRAM AT OVERFELT AND YERBA BUENA HIGH SCHOOLS: LIFE SKILLS COACHING AND MENTORING T | $40,000 | |
| ACKNOWLEDGEALLIANCE | ||||||||
| 2483 OLD MIDDLEFILED WAY SUITE 201 | MOUNTAIN VIEW | CA | 94043 | NONE | 501(C)(3) | BRINGING OUR SOCIAL EMOTIONAL LEARNING (SEL) CURRICULUM TO AT-RISK STUDENTS AND EDUCATOR RESILIENCE SERVICES TO TEACHERS IN SANTA CLARA COUNTY ELEMENTARY AND MIDDLE SCHOOLS. | $10,000 | |
| ACE CHARTER SCHOOL | ||||||||
| 1100 SHASTA AVE | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | CHARTER SCHOOLS IN ALUM ROCK, FRANKLIN-MCKINLY, AND SAN JOSE UNIFIED SCHOOL DISTRICTS | $100,000 | |
| CHILDREN'S DISCOVERY MUSEUM | ||||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | CHILDREN'S DISCOVERY MUSEUM'S YOUTH PROGRAMS PROVIDE ENRICHING AND EMPOWERING AFTER-SCHOOL, IN-SCHOOL, AND SUMMER LEARNING EXPERIENCES FOR YOUTH FROM DIVERSE SOCIAL, ECONOMIC, AND ETHNIC BACKGROUNDS TO ENGAGE WITH DIGITAL MEDIA AND SERVICE LEARNING. | $25,000 | |
| SILICON VALLEY EDUCATION FOUDATIONCOLLEGE DAY | ||||||||
| 1400 PARKMOOR AVE SUITE 200 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | COLLEGE DAY CREATES AND CELEBRATES A COLLEGE-GOING CULTURE THROUGHOUT SANTA CLARA COUNTY BY PROVIDING TEACHERS AND OTHER CARING ADULTS THE TOOLS AND FUN ACTIVITIES THEY NEED TO COMMUNICATE AND TEACH STUDENT'S -- PARTICULARLY THOSE FROM UNDER-RESOURCED AND FIRST GENERATION COMMUNITIES - THAT COLLEGE IS ATTAINABLE AND FINANCIALLY FEASIBLE. | $2,000 | |
| SILICON VALLEY CHILDREN'S FUND | ||||||||
| 75 E SANTA CLARA STREET SUITE 1450 | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | COLLEGE SCHOLARSHIPS AND SUPPORT FOR FOSTER YOUTH | $50,000 | |
| COMMUNITY HEALTH AWARENESS COUNCIL | ||||||||
| 590 W EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | COUNSELING SERVICES FOR CHILDREN IN SUNNYVALE SCHOOLS | $25,000 | |
| GIRL SCOUTS OF N CALIFORNIA | ||||||||
| 1310 S BASCOM AVE | SAN JOSE | CA | 95128 | NONE | 501(C)(3) | DECISION-MAKING/WELLNESS/ HEALTHY LIFESTYLES PROGRAMS | $25,000 | |
| MACLA | ||||||||
| 510 SOUTH FIRST STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | DMC STUDIO: LOW-INCOME LATINO YOUTH LEARN THE LATEST TECHNOLOGY FROM MEDIA MENTORS. | $25,000 | |
| ALUM ROCK EDUCATION FDN EAST SIDE COMMUNITY ARTS | ||||||||
| PO BOX 56178 | SAN JOSE | CA | 95156 | NONE | 501(C)(3) | EAST SIDE COMMUNITY ARTS SUMMER PROGRAM | $10,000 | |
| GUADALUPE RIVER PARK CONSERVITORY | ||||||||
| 438 COLEMAN AVENUE | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | EDUCATIONAL FIELD TRIPS FOR STUDENTS AT TITLE 1 SCHOOLS | $20,000 | |
| CITIZEN SCHOOLS | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | NONE | 501(C)(3) | EXPANDED LEARNING TIME AT JOSEPH GEORGE MIDDLE SCHOOL | $50,000 | |
| CITY YEAR | ||||||||
| 1922 THE ALAMEDA SUITE 104 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | EXTENDED LEARNING PARTNERSHIP IN 12 SCHOOLS IN ALUM ROCK AND EAST SIDE UNION HIGH SCHOOL DISTRICTS | $67,500 | |
| CHILDREN'S MUSICAL THEATER | ||||||||
| 1401 PARKMOOR AVENUE SUITE 100 | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | FREE THEATRE PERFORMANCE TICKETS AND SUMMER CAMP SCHOLARSHIPS FOR UNDERSERVED YOUTH. | $36,000 | |
| THE BEAT WITHIN (INTERSECTION FOR THE ARTS) | ||||||||
| PO BOX 34310 | SAN FRANCISCO | CA | 94134 | NONE | 501(C)(3) | FUNDS WILL SUPPORT DIRECT PROGRAMS FOR YOUTH INCARCERATED AT SANTA CLARA COUNTY JUVENILE HALL TO PROVIDE THEM WITH CONSISTENT OPPORTUNITIES TO SHARE THEIR IDEAS AND LIFE EXPERIENCES IN A SAFE SPACE TO ENCOURAGE LITERACY, SELF-EXPRESSION, CRITICAL THINKING AND HEALTHY, SUPPORTIVE RELATIONSHIPS WITH ADULTS FROM THEIR COMMUNITY. | $13,500 | |
| SCHOOL OF ARTS & CULTURE AT MHP | ||||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | GRANT: ARTS EDUCATION SUMMER CAMPS AND AFTER SCHOOL PROGRAMS | $50,000 | |
| MVLA COMMUNITY SCHOLARS | ||||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | NONE | 501(C)(3) | GRANT: COLLEGE SCHOLARSHIPS FOR AT RISK YOUTH | $24,000 | |
| VIA SERVICES | ||||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | BOARD MEMBER | 501(C)(3) | GRANT: HEALTHY LIVING INITIATIVE AT VIA WEST | $50,000 | |
| ALUM ROCK COUNSELING CENTER | ||||||||
| 777 NORTH FIRST STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | GRANT: OCALA MIDDLE SCHOOL MENTORING AND SUPPORT SERVICES PROGRAM. | $31,500 | |
| PRESENTATION HS | ||||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | NONE | 501(C)(3) | GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $39,600 | |
| CHILD ADVOCATES | ||||||||
| 509 VALLEY WAY BUILDING 2 | MILPITAS | CA | 95035 | NONE | 501(C)(3) | GRANT: VOLUNTEER ADVOCATES FOR FOSTER YOUTH | $22,500 | |
| MUSIC FOR MINORS | ||||||||
| 1100 INDUSTRIAL ROAD SUITE 10 | SAN CARLOS | CA | 94040 | NONE | 501(C)(3) | GRANT: VOLUNTEER LED MUSIC EDUCATION | $18,000 | |
| MENTOR TUTOR CONNECTION | ||||||||
| PO BOX 1473 | LOS ALTOS | CA | 94023 | NONE | 501(C)(3) | HELP VULNERABLE AND/OR UNDER-PERFORMING HIGH SCHOOL STUDENTS IN THE MOUNTAIN VIEW LOS ALTOS HIGH SCHOOL DISTRICT FULFILL THEIR POTENTIAL IN SCHOOL AND IN LIFE THROUGH POSITIVE RELATIONSHIPS THAT FOSTER SELF-ESTEEM, HEALTHY BEHAVIORS, AND ACADEMIC SUCCESS - THIS EFFORT IS SUPPORTED BY SCREENED AND TRAINED VOLUNTEER MENTORS AND A SMALL PART-TIME PROGRAM STAFF. | $15,000 | |
| SOMOS MAYFAIR | ||||||||
| 370-B S KING ROAD | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | IN OUR HANDS, BRIDGE TO KINDERGARTEN, AND RAISING A READER PROGRAMS | $27,000 | |
| STUDENTS RISING ABOVE | ||||||||
| PO BOX 29174 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | IN-PERSON AND ONLINE COLLEGE AND CAREER SUPPORT SERVICES FOR LOW-INCOME YOUTH IN SANTA CLARA COUNTY | $25,000 | |
| SAN JOSE MUSEUM OF ART | ||||||||
| 110 S MARKET STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | INTEGRATED ARTS, SOCIAL STUDIES, SCIENCE, TECHNOLOGY PROGRAM FOR 3RD GRADE STUDENTS | $22,500 | |
| ART IN ACTION | ||||||||
| 3925 BOHANNON DRIVE 300 | MENLO PARK | CA | 94025 | NONE | 501(C)(3) | K-8 VISUAL ARTS PROGRAM IN THREE SCHOOLS IN ALUM ROCK DISTRICT AND 10 AFTER SCHOOL SITES. | $25,000 | |
| GLOBAL GLIMPSE | ||||||||
| 101 BROADWAY SUITE 301 | OAKLAND | CA | 94607 | NONE | 501(C)(3) | LEADERSHIP DEVELOPMENT, GLOBAL EDUCATION, SERVICE LEARNING, COLLEGE PREP FOR HIGH SCHOOL JUNIORS AND | $25,000 | |
| READING PARTNERS | ||||||||
| 600B VALLEY WAY | MILPITAS | CA | 95125 | NONE | 501(C)(3) | LITERACY INTERVENTION FOR K-4TH GRADERS IN 12 SCHOOLS IN SANTA CLARA COUNTY. | $15,000 | |
| JUST READ | ||||||||
| PO BOX 4459 | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | LITERACY TUTORING PROGRAM | $10,000 | |
| ALEARN SVEF | ||||||||
| 3777 STEVENS CREEK BLVD SOUTH 330 | SANTA CLARA | CA | 95051 | NONE | 501(C)(3) | MATH ASSISTANCE FOR UNDERREPRESENTED STUDENTS IN SANTA CLARA COUNTY SCHOOLS | $27,000 | |
| FRIENDS FOR YOUTH | ||||||||
| 1741 BROADWAY | REDWOOD CITY | CA | 94063 | NONE | 501(C)(3) | MENTORING PROGRAMS AND SKILLS WORKSHOPS | $10,000 | |
| NOTRE DAME SAN JOSE HS | ||||||||
| 596 S SECOND STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | NOTRE DAME REQUESTS FUNDING TO SUPPORT SCHOLARSHIPS FOR THOSE LOW-INCOME STUDENTS WHO QUALIFY FOR THE MAXIMUM FINANCIAL AID AWARD PROVIDED BY NOTRE DAME AT THE INITIAL APPROVAL OF THEIR SCHOLARSHIP FOR THE 2018-19 AND 2019-20 SCHOOL YEARS. | $31,500 | |
| UPLIFT FAMILY SERVICES | ||||||||
| 251 LLEWELLYN AVENUE | CAMPBELL | CA | 95008 | NONE | 501(C)(3) | OUR ADDICTION PREVENTION SERVICES PROGRAM THAT IS PROVIDED TO OVER 2,000 STUDENTS IN ALUM ROCK MIDDLE SCHOOLS TO EDUCATE AND PROVIDE COUNSELING ON SUBSTANCE USE, ABUSE AND OTHER CRITICAL ISSUES YOUTH ENCOUNTER AND ARE CHALLENGED BY. | $35,000 | |
| AMIGOS DE GUADALUPE | ||||||||
| 1897 ALUM ROCK AVE SUITE 35 | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | OUR SUMMER UNDER THE SUN CAMP AND AMIGOS READER LEADER AFTER-SCHOOL PROGRAM PROVIDES ACADEMIC SUPPORT FOR K-8TH GRADE STUDENTS | $25,000 | |
| MONTALVO ASSOCIATION | ||||||||
| 15400 MONTALVO ROAD | SARATOGA | CA | 95071 | NONE | 501(C)(3) | PERFORMING ARTS SERIRES FOR STUDENTS | $15,000 | |
| SAN JOSE JAZZ | ||||||||
| 38 W SAN CARLOS ST | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | PROGRESSIONS MUSIC PROGRAM AT FRANKLIN-MCKINLEY SCHOOL DISTRICT | $31,500 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 3003 OAK RD 109 | WALNUT CREEK | CA | 94597 | NONE | 501(C)(3) | PROVIDE FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORK FORCE DEVELOPMENT | $10,000 | |
| DIOCESE OF SAN JOSE | ||||||||
| 1200 REDMOND AVE | SAN JOSE | CA | 95120 | NONE | 501(C)(3) | PROVIDE TUITION ASSISTANCE FOR LOW-INCOME STUDENTS ENROLLED IN THE DREXEL SCHOOL SYSTEM (SKDI). | $50,000 | |
| SPRINGBOARD COLLABORATIVE | ||||||||
| 1500 JOHNN F KENNEDY BOULEVARD | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | RAISING INTEREST IN SCIENCE & ENGINEERING (RISE) SUMMER INTERNSHIP PROGRAM FOR HIGH SCHOOL STUDENTS. | $100,000 | |
| FAMILY SUPPORTIVE HOUSING | ||||||||
| 692 N KING RD | SAN JOSE | CA | 95133 | NONE | 501(C)(3) | SAN JOSE FAMILY SHELTER AFTER-SCHOOL PROGRAM | $18,000 | |
| SACRED HEART | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | SHCS GARDNER SUMMER ACADEMY. SUPPORT ACADEMIC SUCCESS AND SOCIAL/EMOTIONAL HEALTH AMONG LOW-INCOME STUDENTS AND THEIR FAMILIES THROUGH SUMMERTIME EXTENDED LEARNING OPPORTUNITIES. | $41,644 | |
| O'NEILL SEA ODYSSEY | ||||||||
| 222 EAST CLIFF DRIVE 222 | SANTA CRUZ | CA | 95062 | NONE | 501(C)(3) | SILICON VALLEY OCEANOGRAPHY WILL ENGAGE 4TH - 6TH GRADE STUDENTS FROM SANTA CLARA COUNTY IN AN OCEAN-GOING FIELD TRIP, COMMUNITY SERVICE AND CLASSROOM SCIENCE LESSONS, USING HANDS-ON SCIENCE TO INSPIRE LIFE-LONG ENVIRONMENTAL STEWARDSHIP. | $10,000 | |
| KIWANIS FOUNDATION-LOS ALTOS | ||||||||
| 505 CYPRESS POINT DR 34 | MOUNTAIN VIEW | CA | 94043 | NONE | 501(C)(3) | SPECIAL GAMES: ATHLETIC EVENTS FOR CHILDREN WITH PHYSICAL AND MENTAL DISABILITIES | $5,000 | |
| TECH MUSEUM | ||||||||
| 201 S MARKET STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | STEM FOCUSED TECH ACADEMIES OF INNOVATION PROGRAM AT LOW-INCOME SCHOOLS | $25,000 | |
| SOUTH COUNTY CAL SOAP | ||||||||
| 750 W 10TH STREET | GILROY | CA | 95020 | NONE | 501(C)(3) | SUMMER BRIDGE PROGRAM: AN 8TH GRADE SUMMER PROGRAM FOR 30 STUDENTS THAT WILL PRESENT A COMBINATION OF ACADEMIC INSTRUCTION AND TUTORING WITH COLLEGE/CAREER READINESS AND COUNSELING IN A FORMAT CONSISTING OF 5 HOUR DAYS, 5 DAY WEEKS FOR 6 WEEKS. | $22,500 | |
| FRANKLIN MCKINLEY SCHOOL DISTRICT | ||||||||
| 645 WOOL CREEK DRIVE | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | SUMMER LITERACY PROGRAM FOR ELEMENTARY SCHOOL YOUTH. | $184,077 | |
| JOSE VALDES MATH FOUNDATION | ||||||||
| PO BOX 26484 | SAN JOSE | CA | 95159 | NONE | 501(C)(3) | SUMMER REMEDIAL MATH PROGRAM FOR STUDENTS IN EAST SAN JOSE | $25,000 | |
| ARCHBISHOP MITTY HS | ||||||||
| 5000 MITTY WAY | SAN JOSE | CA | 95129 | NONE | 501(C)(3) | SUPPORT FOR K-8TH GRADE STUDENTS | $27,000 | |
| SV URBAN DEBATE LEAGUE | ||||||||
| 502 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | SVUDL IS COMMITTED TO SERVING SANTA CLARA COUNTY UNDER-REPRESENTED YOUTH WHO WOULD OTHERWISE NOT HAVE THE OPPORTUNITY TO ENGAGE IN THE SMART SPORT OF DEBATE THAT OPENS DOORS FOR THEM TO PARTICIPATE IN A POSITIVE EDUCATIONAL ENRICHMENT ACTIVITY THAT IS OFTEN RESERVED FOR MORE AFFLUENT STUDENTSTHROUGH DEBATE, OUR YOUTH EMBARK ON A LIFETIME PATH TO ACADEMIC AND CAREER SUCCESS. | $25,000 | |
| YWCA SILICON VALLEY | ||||||||
| 375 SOUTH THIRD STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | TECHGYRLS AFTER-SCHOOL AND SUMMER STEM PROGRAM | $20,000 | |
| FAMILY & CHILDREN SERVICES OF SILICON VALLEY | ||||||||
| 2600 S EL CAMINO REAL STE 200 | SAN MATEO | CA | 94403 | NONE | 501(C)(3) | TEEN FAMILIES AND SCHOOLS TOGETHER PROGRAM AT ANDREW HILL AND YERBA BUENA HIGH SCHOOLS | $20,000 | |
| OAK GROVE SCHOOL DISTRICTADOPT-A-COLLEGE | ||||||||
| 6578 SANTA TERESA BLVD | SAN JOSE | CA | 95119 | NONE | 501(C)(3) | THE ADOPT-A-COLLEGE SCHOLARSHIP PROGRAM CONTINUES TO PROVIDE TO COLLEGE SCHOLARSHIPS TO YOUNGSTERS LIVING IN THE HIGH RISK AREA SURROUNDING EDENVALE SCHOOL AND HAS PROVIDED OVER 800 SCHOLARSHIPS TO TRADE SCHOOLS, COMMUNITY COLLEGES, AND UNIVERSITIES OVER THE PAST THIRTY YEARS. | $7,500 | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||||
| 2625 ZANKER RD 200 | SAN JOSE | CA | 95134 | NONE | 501(C)(3) | THE EXPLORERS OF THE GALAXY SUMMER PROGRAM WILL PROVIDE SUMMER LITERACY, STEM, AND ENRICHMENT ACTIVITIES FOR STUDENTS AT WASHINGTON ELEMENTARY THROUGH A SCHOOL AND AFTER SCHOOL PROVIDER PARTNERSHIP | $32,551 | |
| PENINSULA COLLEGE FUND | ||||||||
| 330 TWIN DOLPHIN DRIVE SUITE 131 | REDWOOD CITY | CA | 94065 | NONE | 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 | |
| YMCA OF SILICON VALLEY | ||||||||
| 80 SARATOGA AVE | SANTA CLARA | CA | 95051 | NONE | 501(C)(3) | TO HELP CLOSE THE OPPORTUNITY AND ACHIEVEMENT GAP FOR 400 RISING 1ST 3RD GRADE YOUTH AT SIX LOW-INCOME NEIGHBORHOOD SCHOOL SITES IN SANTA CLARA COUNTY THROUGH THE 2018 YMCA SUMMER ACHIEVEMENT PROGRAM, AN EVIDENCE-BASED SUMMER LEARNING PROGRAM DESIGNED TO REDUCE BARRIERS TO OPPORTUNITY AND HELP MITIGATE SUMMER LEARNING LOSS FOR RISING 1ST 3RD GRADERS FROM LOW-INCOME FAMILIES BY INCREASING LITERACY LEVELS, OFFERING QUALITY ENRICHMENT ACTIVITIES, AND PROVIDING HEALTHY MEALS/SNACKS AND PHYSICAL EXERCISE. | $80,000 | |
| CRISTO REY SAN JOSE JESUIT HIGH SCHOOL | ||||||||
| 1390 FIVE WONDS LANE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | TO SUPPORT FIVE STUDENT SCHOLARSHIPS, PER YEAR, AS A PART OF THE CAPITAL CAMPAIGN. | $50,000 | |
| BELLARMINE | ||||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | BOARD MEMBER | 501(C)(3) | TUITION ASSISTANCE FOR LOW-INCOME STUDENTS WHO QUALIFY FOR THE MAXIMUM FINANCIAL AID AWARDED AS PROVIDED BY BELLARMINE COLLEGE PREPARATORY | $42,300 | |
| KIWANIS FOUNDATION--SAN JOSE | ||||||||
| PO BOX 4855 | SAN JOSE | CA | 951304855 | BOARD MEMBER | 501(C)(3) | TURNAROUND SCHOLARSHIP. TE KIWANIS TAS PROGRAM AWARDS SCHOLARSHIPS AND OFFERS MENTORSHIP TO STUDENTS WHO HAVE HAD PERSONAL, FINANCIAL, AND/OR OTHER DIFFICULTIES IN HIGH SCHOOL, HAVE OVERCOME THEM, AND DESIRE SECONDARY EDUCATION AND TRAINING TO IMPROVE THEIR LIVES. | $72,000 | |
| ELEVATE TUTORING | ||||||||
| 2641 THRASHER LANE | SAN JOSE | CA | 95125 | NONE | 501(C)(3) | TUTORING AND MENTORING FOR STUDENTS AT 8 SCHOOLS. | $25,000 | |
| ACHIEVEKIDS | ||||||||
| 3860 MIDDLEFIELD ROAD | PALO ALTO | CA | 94303 | NONE | 501(C)(3) | VOCATIONAL EDUCATION PROGRAM FOR AT-RISK, TRANSITION-AGE YOUTH WITH SPECIAL NEEDS. | $15,000 | |
| GRAIL FAMILY SERVICES | ||||||||
| 2003 E SAN ANTONIO STREET | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | YES WE CAN. READ! CHILDREN'S INITIATIVE | $25,000 | |
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | YOUTH EDUCATION PROGRAMS | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,370,819 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | 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 | $396,413 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $460,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $439,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,296,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,296,705 | 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 | $21,710 | Amt |
| Net Investment Income | $1,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,818 | 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 | $859 | SL | 3.000000000000 | $472 | $0 |
| NEW IPADS | 2017-02-27 | $548 | $269 | SL | 3.000000000000 | $217 | $0 |
| NEW COMPUTERS | 2018-10-25 | $4,996 | SL | 3.000000000000 | $348 | $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 | $6,674,415 | EOYBookValueAmt |
| EOYFMV | $6,674,415 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $17,491,629 | EOYBookValueAmt |
| EOYFMV | $17,491,629 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $16,368,792 | $16,368,792 |
| ALTERNATIVE INVESTMENTS | FMV | $7,883,036 | $7,883,036 |
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 | $486 | $62 |
| NEW COMPUTERS | $4,996 | $348 | $4,648 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $7,305 | BOYBookValueAmt |
| EOY Book Value | $14,682 | EOYBookValueAmt |
| EOYFMV | $14,682 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,620,871 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,143 | $208 | $2,435 |
| OFFICE EXPENSE | $19,697 | $1,306 | $15,259 |
| MISCELLANEOUS | $934 | $62 | $720 |
| RENTAL EXPENSES | $76,467 | $76,467 | $0 |
| RENTAL EXPENSES | $275,312 | $275,312 | $0 |
| RENTAL EXPENSES | $141,599 | $141,599 | $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 | -$38,280 | $0 |
| OTHER INVESTMENT INCOME | $0 | $25,418 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES | Desc |
| Amt | $48,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITY | Desc |
| BOY Book Value | $72,000 | BOYBookValueAmt |
| EOY Book Value | $24,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX PREPARATION | $21,050 | $1,395 | $16,307 |
| INVESTMENT MANAGEMENT | $203,600 | $203,600 | $0 |
| PROFESSIONAL FEES | $17,675 | $1,172 | $13,692 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $12,305 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |