2019-11-14T12:08:53-06:00 2018-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET SAN JOSE CA 95126 990PF 2018-01-01 680237238 LEO M SHORTINO FAMILY FOUNDATION LEOM 4082756306 1760 THE ALAMEDA SAN JOSE CA 95126 TAMARA ALVARADO EXECUTIVE DIRECTOR 4082756306 2019-11-12 1 SCOTT R SMEAD P01208759 4088556770 64.62.180.2 2019-11-12 16:45:19 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FD2D8D7C97317CA769409C76C295A9F44AD1DDCC 2018 2020-03-31 21:24:44Z X 49048535 X X 160 396413 419642 1383840 1383840 460863 439429 5652611 522790 0 -12862 2219682 2313570 199079 2485 29050 51804 14143 165302 21710 1438 16818 242325 206167 29999 12305 0 0 1036 429668 9000 597 6972 517152 494954 18414 1054411 1149452 266555 2370819 2370819 3425230 1149452 2637374 -1205548 1164118 248221 561460 561460 189026 49811 49811 21476663 17491629 17491629 7218699 6674415 6674415 23679577 24251828 24251828 12562 7852 751 4710 4710 7305 14682 14682 52820242 49048535 49048535 124907 139619 40000 72000 24000 196907 203619 X 52623335 48844916 52623335 48844916 52820242 49048535 52623335 -1205548 48000 51465787 2620871 48844916 PUBLICLY TRADE SECURITIES 2018-01-01 2018-12-31 5559903 5120474 439429 439429 ANGELES PRIVATE P 2018-01-01 2018-12-31 1559 1559 1559 HARBOR VEST P 2018-01-01 2018-12-31 50 50 50 MEZZANINE P 2018-01-01 2018-12-31 33872 33872 33872 VINTAGE 2013 P 2018-01-01 2018-12-31 33177 33177 33177 VINTAGE 2014 P 2018-01-01 2018-12-31 24050 24050 24050 VINTAGE 2015 P 2018-01-01 2018-12-31 9347 -9347 -9347 522790 0 2531352 50435007 0.050190 2479838 46159354 0.053723 2409512 50123726 0.048071 2379797 48482108 0.049086 2387620 47659896 0.050097 0.251167 0.050233 51281460 2576022 11641 2587663 2637374 X 11641 0 11641 0 11641 13107 8000 0 21107 X 0 9466 9466 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.SHORTINO.ORG THE FOUNDATION 4082756306 1760 THE ALAMEDA SAN JOSE CA 95126 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID HEIMAN 1760 THE ALAMEDA SAN JOSE CA 95126 CHAIRMAN 2.00 5000 0 0 SONYA ARRIOLA 1760 THE ALAMEDA SAN JOSE CA 95126 VICE CHAIR 2.00 5000 0 0 LINDA MURRAY 1760 THE ALAMEDA SAN JOSE CA 95126 SECRETARY 2.00 5000 0 0 FRANK BOITANO 1760 THE ALAMEDA SAN JOSE CA 95126 TREASURER 2.00 5000 0 0 GERALD T WADE JR 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 5000 0 0 RICARDO BENAVIDEZ 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 2500 0 0 GARY T SHARA 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 5000 0 0 ELAINE CURRAN 1760 THE ALAMEDA SAN JOSE CA 95126 EXECUTIVE DIRECTOR 40.00 86579 0 0 TAMARA ALVARADO 1760 THE ALAMEDA SAN JOSE CA 95126 EXECUTIVE DIRECTOR 40.00 75000 0 0 NONE 0 NONE 0 0 35446851 325545 16290000 52062396 0 0 52062396 780936 51281460 2564073 2564073 11641 11641 2552432 0 2552432 0 2552432 2637374 0 2637374 11641 2625733 2552432 2036559 0 0 2637374 2036559 0 0 600815 0 0 0 0 0 0 0 0 1951617 0 0 0 TAMARA ALVARADO 1760 THE ALAMEDA SAN JOSE CA 95126 4082756306 THE APPLICANT ORGANIZATION PROVIDES A LETTER OF INTENT ONLINE 30 DAYS BEFORE THE PROPOSAL GRANT DATE. THE FOUNDATION WILL DETERMINE IF THE APPLICATION IS IN THE FOUNDATION'S AREA OF INTEREST AND WILL REQUEST AN ONLINE PROPOSAL. THE APPLICANT CAN ALSO PROVIDE A WRITTEN GRANT PROPOSAL TO THE EXECUTIVE DIRECTOR. A LETTER OF INTENT IS REQUIRED 60 DAYS AND A GRANT PROPOSAL 30 DAYS PRIOR TO ANY BOARD MEETING THE FOUNDATION PRIMARILY MAKES GRANTS TO ORGANIZATIONS RECOGNIZED BY THE IRS UNDER SECTION 501(C)(3). THE FOUNDAITON MOST OFTEN MAKES GRANTS TO THE SUPPORT OF DIRECT SERVICES AND CAPITAL PROJECTS, ORGANIZAITONS THAT PRIMARILY PROVIDE SERVICES IN SANTA CLARA COUNTY, ORGANIZATIONS THAT HAVE CLEARLY STATED STRATEGIC PLANS, INCORPORATED MEASURABLE OBJECTIVES, AND HAVE A TRACK RECORD OF MATCHING AND EXCEEDING PERFORMANCE GOALS. 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. 25000 UC BERKELEY--(REGENTS OF UC) CENTER FOR EDUCATIONAL PARTNERSHIPS 2150 KITTREDGE STREET SUITE 4C BERKELEY CA 947201060 NONE 501(C)(3) UC BERKELEY DESTINATION COLLEGE ADVISING CORPS (DCAC): ENCOURAGE COLLEGE FOR LOW-INCOME STUDENTS. 30000 STANFORD UNIVERSITY--RISE OFFICE OF SCIENCE OUTREACH 450 SERRA MALL BLDG 160 MC 2063 STANFORD CA 94305 NONE 501(C)(3) 2019 RISE INTERNSHIP PROGRAM FOR HIGH SCHOOL STUDENTS 10000 SACRED HEART NATIVITY SCHOOLS 310 EDWARDS AVE SAN JOSE CA 95110 NONE 501(C)(3) ACADEMIC SUPPORT PROGRAM FOR LOW INCOME YOUTH 27000 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 22500 THIRD STREET COMMUNITY CENTER 160 N THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) AFTER-SCHOOL ACADEMIC PROGRAMS 18000 THIRD STREET COMMUNITY CENTER 160 N THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) AFTER-SCHOOL ACADEMIC PROGRAMS 45000 TABARD THEATER COMPANY 29 N SAN PEDRO STREET SAN JOSE CA 95110 NONE 501(C)(3) AFTER-SCHOOL THEATRE PROGRAM FOR ELEMENTARY SCHOOL STUDENTS 10000 COMMUNITY SCHOOL OF MUSIC & ARTS 230 SAN ANTONIO CIR MOUNTAIN VIEW CA 94040 NONE 501(C)(3) ART4SCHOOLS AT LYNDALE ELEMENTARY SCHOOL 18000 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. 34147 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. 82500 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 40000 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. 10000 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 100000 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. 25000 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. 2000 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 50000 COMMUNITY HEALTH AWARENESS COUNCIL 590 W EL CAMINO REAL MOUNTAIN VIEW CA 94040 NONE 501(C)(3) COUNSELING SERVICES FOR CHILDREN IN SUNNYVALE SCHOOLS 25000 GIRL SCOUTS OF N CALIFORNIA 1310 S BASCOM AVE SAN JOSE CA 95128 NONE 501(C)(3) DECISION-MAKING/WELLNESS/ HEALTHY LIFESTYLES PROGRAMS 25000 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. 25000 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 10000 GUADALUPE RIVER PARK CONSERVITORY 438 COLEMAN AVENUE SAN JOSE CA 95110 NONE 501(C)(3) EDUCATIONAL FIELD TRIPS FOR STUDENTS AT TITLE 1 SCHOOLS 20000 CITIZEN SCHOOLS 330 TWIN DOLPHIN DRIVE SUITE 115 REDWOOD CITY CA 94065 NONE 501(C)(3) EXPANDED LEARNING TIME AT JOSEPH GEORGE MIDDLE SCHOOL 50000 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 67500 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. 36000 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. 13500 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 50000 MVLA COMMUNITY SCHOLARS 183 HILLVIEW AVENUE LOS ALTOS CA 94022 NONE 501(C)(3) GRANT: COLLEGE SCHOLARSHIPS FOR AT RISK YOUTH 24000 VIA SERVICES 2851 PARK AVENUE SANTA CLARA CA 95050 BOARD MEMBER 501(C)(3) GRANT: HEALTHY LIVING INITIATIVE AT VIA WEST 50000 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. 31500 PRESENTATION HS 2281 PLUMMER AVENUE SAN JOSE CA 95125 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS 39600 CHILD ADVOCATES 509 VALLEY WAY BUILDING 2 MILPITAS CA 95035 NONE 501(C)(3) GRANT: VOLUNTEER ADVOCATES FOR FOSTER YOUTH 22500 MUSIC FOR MINORS 1100 INDUSTRIAL ROAD SUITE 10 SAN CARLOS CA 94040 NONE 501(C)(3) GRANT: VOLUNTEER LED MUSIC EDUCATION 18000 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. 15000 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 27000 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 25000 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 22500 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. 25000 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 25000 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. 15000 JUST READ PO BOX 4459 MOUNTAIN VIEW CA 94040 NONE 501(C)(3) LITERACY TUTORING PROGRAM 10000 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 27000 FRIENDS FOR YOUTH 1741 BROADWAY REDWOOD CITY CA 94063 NONE 501(C)(3) MENTORING PROGRAMS AND SKILLS WORKSHOPS 10000 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. 31500 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. 35000 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 25000 MONTALVO ASSOCIATION 15400 MONTALVO ROAD SARATOGA CA 95071 NONE 501(C)(3) PERFORMING ARTS SERIRES FOR STUDENTS 15000 SAN JOSE JAZZ 38 W SAN CARLOS ST SAN JOSE CA 95113 NONE 501(C)(3) PROGRESSIONS MUSIC PROGRAM AT FRANKLIN-MCKINLEY SCHOOL DISTRICT 31500 JUNIOR ACHIEVEMENT 3003 OAK RD 109 WALNUT CREEK CA 94597 NONE 501(C)(3) PROVIDE FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORK FORCE DEVELOPMENT 10000 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). 50000 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. 100000 FAMILY SUPPORTIVE HOUSING 692 N KING RD SAN JOSE CA 95133 NONE 501(C)(3) SAN JOSE FAMILY SHELTER AFTER-SCHOOL PROGRAM 18000 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. 41644 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. 10000 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 5000 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 25000 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. 22500 FRANKLIN MCKINLEY SCHOOL DISTRICT 645 WOOL CREEK DRIVE SAN JOSE CA 95112 NONE 501(C)(3) SUMMER LITERACY PROGRAM FOR ELEMENTARY SCHOOL YOUTH. 184077 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 25000 ARCHBISHOP MITTY HS 5000 MITTY WAY SAN JOSE CA 95129 NONE 501(C)(3) SUPPORT FOR K-8TH GRADE STUDENTS 27000 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. 25000 YWCA SILICON VALLEY 375 SOUTH THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) TECHGYRLS AFTER-SCHOOL AND SUMMER STEM PROGRAM 20000 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 20000 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. 7500 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 32551 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. 24000 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. 80000 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. 50000 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 42300 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. 72000 ELEVATE TUTORING 2641 THRASHER LANE SAN JOSE CA 95125 NONE 501(C)(3) TUTORING AND MENTORING FOR STUDENTS AT 8 SCHOOLS. 25000 ACHIEVEKIDS 3860 MIDDLEFIELD ROAD PALO ALTO CA 94303 NONE 501(C)(3) VOCATIONAL EDUCATION PROGRAM FOR AT-RISK, TRANSITION-AGE YOUTH WITH SPECIAL NEEDS. 15000 GRAIL FAMILY SERVICES 2003 E SAN ANTONIO STREET SAN JOSE CA 95116 NONE 501(C)(3) YES WE CAN. READ! CHILDREN'S INITIATIVE 25000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 NONE 501(C)(3) YOUTH EDUCATION PROGRAMS 18000 2370819 0 14 14 396413 16 460863 18 439429 0 1296705 0 1296705 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 21710 1438 16818 ANY QUALIFYING DISTRIBUTION MADE DURING A TAXABLE YEAR SHALL BE TREATED AS MADE --FIRST OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAXABLE YEAR TO THE EXTENT THEREOF; SECOND OUT OF THE UNDISTRIBUTED INCOME FOR THE TAXABLE YEAR TO THE EXTENT THEREOF; AND THEN OUT OF CORPUS. SONY VAIO AND ACCESSORIES 2011-03-01 1144 1144 SL 3.000000000000 0 0 DELL TOWER AND ACCESSORIES 2011-12-01 1675 1675 SL 3.000000000000 0 0 2 IPADS 2012-09-01 1398 1398 SL 3.000000000000 0 0 ELAINE'S COMPUTER 2014-03-31 1470 1470 SL 3.000000000000 0 0 JEANNE'S COMPUTER 2016-01-01 1331 859 SL 3.000000000000 472 0 NEW IPADS 2017-02-27 548 269 SL 3.000000000000 217 0 NEW COMPUTERS 2018-10-25 4996 SL 3.000000000000 348 0 OTHER EXPENSES PURCHASED 0 FIXED INCOME 6674415 6674415 EQUITIES 17491629 17491629 REAL ESTATE FMV 16368792 16368792 ALTERNATIVE INVESTMENTS FMV 7883036 7883036 SONY VAIO AND ACCESSORIES 1144 1144 0 DELL TOWER AND ACCESSORIES 1675 1675 0 2 IPADS 1398 1398 0 ELAINE'S COMPUTER 1470 1470 0 JEANNE'S COMPUTER 1331 1331 0 NEW IPADS 548 486 62 NEW COMPUTERS 4996 348 4648 OTHER ASSETS 7305 14682 14682 UNREALIZED LOSS 2620871 INSURANCE 3143 208 2435 OFFICE EXPENSE 19697 1306 15259 MISCELLANEOUS 934 62 720 RENTAL EXPENSES 76467 76467 0 RENTAL EXPENSES 275312 275312 0 RENTAL EXPENSES 141599 141599 0 OTHER INVESTMENT EXPENSES 0 -38280 0 OTHER INVESTMENT INCOME 0 25418 0 DEFERRED EXCISE TAXES 48000 DEFERRED TAX LIABILITY 72000 24000 AUDIT AND TAX PREPARATION 21050 1395 16307 INVESTMENT MANAGEMENT 203600 203600 0 PROFESSIONAL FEES 17675 1172 13692 EXCISE 12305 0 0