THE LEO M SHORTINO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LEO M SHORTINO FOUNDATION (EIN 68-0237238)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-15
- IRS object ID
- 201401969349100010
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- 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 | 2014-07-15T10:52:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 226 AIRPORT PARKWAY | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE CURRAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4082756306 | PhoneNum |
| Signature | 2014-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SMEAD | PreparerPersonNm |
| PTIN | P01208759 | PTIN |
| Phone | 4088556770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,369,288 | 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 | $756,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $756,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,212,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,602,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,212,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $821,986 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,796,152 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,969,166 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $472 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,644 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $158,478 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,170 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $125,198 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,545 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,778 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,647 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $120 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,740 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $269,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,499 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,175 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $668,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $162,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,994,642 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,240,939 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,663,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,403,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $132,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,562,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $253,996 | CashBOYAmt |
| Cash EOY | $38,946 | CashEOYAmt |
| Cash EOYFMV | $38,946 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,977,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,248,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,248,785 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $51,699 | AcctRcvblAmt |
| Acct Rcvbl BOY | $93,193 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $51,699 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $51,699 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $301 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $301 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,346,450 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,793,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,793,076 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,548,875 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,357,665 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,357,665 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,755,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,850,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,850,232 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,110 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,000 | LandBOYAmt |
| Land EOY | $1,352 | LandEOYAmt |
| Land EOYFMV | $1,352 | LandEOYFMVAmt |
| Other Assets BOY | $11,308 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,232 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,232 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,989,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,369,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,369,288 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $93,505 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $109,109 | AccountsPayableEOYAmt |
| Grants Payable BOY | $478,845 | GrantsPayableBOYAmt |
| Grants Payable EOY | $234,706 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $22,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $594,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $368,815 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $46,394,823 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,000,473 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,394,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,000,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,989,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,369,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,394,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $132,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,476,097 | OtherIncreasesAmt |
| Subtotal | $49,003,473 | SubtotalAmt |
| Other Decreases | $3,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,000,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $16,602,962 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,390,423 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,212,539 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,212,539 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,212,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,299,567 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,364,022 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047547 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,301,441 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,678,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049304 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,860,640 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,101,850 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038681 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,045,051 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,510,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025175 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $597,017 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,435,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024432 | DistributionYr5Rt |
| Total Distribution | 0.185139 | TotalDistributionRt |
| Average Distribution | 0.037028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,659,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,764,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,621 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,780,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,403,241 | 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 | $15,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,992 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,008 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,379 | OverpaymentAmt |
| Applied To ES Tax | $9,379 | 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.LEOMSHORTINO.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY SHARA | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | CHAIRMAN | 2.00 | $4,000 | $0 | $0 |
| CHRISTINE BURROUGHS | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | VICE CHAIRMAN | 2.00 | $4,000 | $0 | $0 |
| LINDA MURRAY | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | SECRETARY | 2.00 | $4,000 | $0 | $0 |
| FRANK BOITANO | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | TREASURER | 2.00 | $3,600 | $0 | $0 |
| DAVID HEIMAN | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $4,000 | $0 | $0 |
| GERALD T WADE JR | ||||||||
| 1760 THE ALAMEDA | SAN JOSE | CA | 95126 | BOARD MEMBER | 2.00 | $4,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE CURRAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 THE ALAMEDA | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $116,209 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $39,252,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,901,932 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,385,681 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,385,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $725,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,659,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,382,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,382,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,621 | TotalTaxAmt |
| Distributable Before Adj | $2,367,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,367,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,367,374 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,403,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,403,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,621 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,387,620 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,367,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,240,958 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,403,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,240,958 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,205,091 | 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 | ELAINE CURRAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1760 THE ALAMEDA | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4082756303 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANT ORGANIZATION PROVIDES A LETTER OF INTENT ONLINE 30 DAYS BEFORE THE PROPOSAL GRANT DATE. THE FOUNDATION WILL DETERMINE IF THE APPLICATION IS IN THE FOUNDATION'S AREA OF INTEREST AND WILL REQUEST AN ONLINE PROPOSAL. THE APPLICANT CAN ALSO PROVIDE A WRITTEN GRANT PROPOSAL TO THE EXECUTIVE DIRECTOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | A LETTER OF INTENT IS REQUIRED 60 DAYS AND A GRANT PROPOSAL 30 DAYS PRIOR TO ANY BOARD MEETING | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION PRIMARILY MAKES GRANTS TO ORGANIZATIONS RECOGNIZED BY THE IRS UNDER SECTION 501(C)(3). THE FOUNDAITON MOST OFTEN MAKES GRANTS TO THE SUPPORT OF DIRECT SERVICES AND CAPITAL PROJECTS, ORGANIZAITONS THAT PRIMARILY PROVIDE SERVICES IN SANTA CLARA COUNTY, ORGANIZATIONS THAT HAVE CLEARLY STATED STRATEGIC PLANS, INCORPORATED MEASURABLE OBJECTIVES, AND HAVE A TRACK RECORD OF MATCHING AND EXCEEDING PERFORMANCE GOALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AACI | |||||||
| 2400 MOORPARK AVE SUITE 300 | SAN JOSE | CA | 95128 | NONE | 501(C)(3) | PROJECT PLUS (PEER LEADERSHIP UNITING STUDENTS) LIFE SKILLS DEVELOPMENT PROGRAM AT INDEPENDENCE HIGH SCHOOL (IHS) AND YERBA BUENA HIGH SCHOOL (YBHS) | $20,000 |
| ACE CHARTER SCHOOLS | |||||||
| 625 S SUNSET AVE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | SCHOOLWIDE LITERACY PROGRAM FOR STRUGGLING READERS | $50,000 |
| ACHIEVEKIDS | |||||||
| 1212 MCGINNESS AVENUE | SAN JOSE | CA | 95127 | NONE | 501(C)(3) | WORKFORCE DEVELOPMENT PROGRAMS FOR DISABLED YOUTH | $15,000 |
| ALEARN | |||||||
| 3777 STEVENS CREEK BLVD SOUTH 330 | SANTA CLARA | CA | 95051 | NONE | 501(C)(3) | MATH ASSISTANCE FOR UNDERREPRESENTED STUDENTS IN SANTA CLARA COUNTY SCHOOLS | $30,000 |
| 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 | $35,000 |
| ARCHBISHOP MITTY HIGH SCHOOL | |||||||
| 5000 MITTY WAY | SAN JOSE | CA | 95129 | NONE | 501(C)(3) | GRANT: TWO ONE YEAR SCHOLARSHIPS | $30,000 |
| ART IN ACTION | |||||||
| 3925 BOHANNON DRIVE SUITE 300 | MENLO PARK | CA | 94025 | NONE | 501(C)(3) | ART TEACHER TRAINING, CURRICULUM, AND MATERIALS IN LINDA VISTA ELEMENTARY, HORACE CURETON ELEMENTARY, | $15,000 |
| BELL | |||||||
| 60 CLAYTON ST | DORCHESTER | MA | 02122 | NONE | 501(C)(3) | FIVE-WEEK SUMMER PROGRAM FOR MIDDLE SCHOOL STUDENTS IN FRANKLIN MCKINLEY SCHOOL OFFERING TUTORING AND INSTRUCTION IN MATH AND LITERACY | $20,000 |
| BELLARMINE COLLEGE PREP | |||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $47,000 |
| BOOKS ALOUD INC | |||||||
| P O BOX 5731 | SAN JOSE | CA | 951505731 | NONE | 501(C)(3) | PURCHASE OF NOOK TABLETS TO UPDATE MINI-LIBRARIES SERVING SPECIAL NEEDS YOUTH IN SANTA CLARA COUNTY | $20,000 |
| BOYS AND GIRLS CLUB OF SILICON VALLEY | |||||||
| 518 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | GRANT: SUMMER CAMP | $80,000 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVE | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | MIDDLE AND HIGH ACADEMIC SUPPORT PROGRAM | $25,000 |
| CALIFORNIA COMMUNITY PARTNERS FOR YOUTH | |||||||
| PO BOX 578 | SAN JOSE | CA | 95016 | NONE | 501(C)(3) | GRANT: JUMP START SUMMER TRANSITION PROGRAM AND STEP UP AND STEP AHEAD PROGRAMS | $60,000 |
| CHILD ADVOCATES | |||||||
| 509 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | GRANT: VOLUNTEER ADVOCATES FOR FOSTER YOUTH | $20,000 |
| CHILDREN'S MUSICAL THEATER OF SAN JOSE | |||||||
| 1401 PARKMOOR AVENUE SUITE 100 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | GRANT: COMMUNITY ACCESS PROGRAMS FOR 2012/2013 PERFORMANCE SEASON | $35,000 |
| CITIZEN SCHOOLS | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 115 | REDWOOD CITY | CA | 94065 | NONE | 501(C)(3) | EXPANDED LEARNING TIME AT JOSEPH GEORGE MIDDLE SCHOOL | $25,000 |
| CITY YEAR | |||||||
| 90 NORTH 1ST STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | GRANT: MIDDLE SCHOOL EXTENDED LEARNING PROGRAM IN ALUM ROCK | $50,000 |
| COMMUNITY HEALTH AWARENESS COUNCIL | |||||||
| 711 CHURCH ST | MOUNTAIN VIEW | CA | 94041 | NONE | 501(C)(3) | COUNSELING SERVICES FOR CHILDREN IN SUNNYVALE SCHOOLS | $25,000 |
| COMMUNITY SCHOOL OF MUSIC ART | |||||||
| 230 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | ART4SCHOOLS AT LYNDALE ELEMENTARY SCHOOL | $20,000 |
| CREATV | |||||||
| 255 WEST JULIAN ST SUITE 100 | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | CREATION OF A YOUTH VOICE INITITATIVE, INCLUDING A SERIES OF TALK SHOWS ON GANG PREVENTION, TO BE SHOWN ON CREATVS CABLE TV CHANNEL | $10,000 |
| DIOCESE OF SAN JOSE | |||||||
| 1150 NORTH FIRST STREET SUITE 100 | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | SCHOLARSHIPS FOR LOW-INCOME STUDENTS WHO WOULD OTHERWISE BE UNABLE TO ATTEND THE CATHOLIC SCHOOLS | $100,000 |
| DOWNTOWN COLLEGE PREP | |||||||
| 1460 THE ALAMEDA | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | GRANT: SCHOLARSHIPS FOR DCP GRADUATES | $1,000 |
| EAST SIDE COMMUNITY ARTS | |||||||
| 2400 MOORPARK AVE SUITE 207 | SAN JOSE | CA | 95128 | NONE | 501(C)(3) | PROVIDE 2- AND 4-WEEK, HALF-DAY SUMMER ARTS CAMP FOR 8-14 YEAR OLD STUDENTS IN EAST SAN JOSE. | $5,000 |
| EMPLOYER SCHOOL COUNCIL | |||||||
| 17508 HIGH ST | LOS GATOS | CA | 95030 | NONE | 501(C)(3) | COLLEGE SCHOLARSHIPS FOR AT-RISK YOUTH | $10,000 |
| EMQ FAMILIES FIRST | |||||||
| 215 LLEWALLYN AVENUE | CAMPBELL | CA | 95008 | NONE | 501(C)(3) | GRANT: ADDICTION PREVENTION SERVICES IN ALUM ROCK SCHOOLS | $35,000 |
| FAMILY SUPPORTIVE HOUSING | |||||||
| 692 N KING RD | SAN JOSE | CA | 95133 | NONE | 501(C)(3) | SAN JOSE FAMILY SHELTER AFTER-SCHOOL PROGRAM | $20,000 |
| FRESH LIFELINES FOR YOUTH | |||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | NONE | 501(C)(3) | GRANT: LEGAL EAGLE PROGRAM IN SANTA CLARA COUNTY | $35,000 |
| FRIENDS FOR YOUTH | |||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | ONE-YEAR MENTORING PROGRAM, PLUS LIFE SKILLS WORKSHOPS, ACTIVITIES, AND EXPERIENCES FOR SANTA CLARA COUNTY YOUTH | $10,000 |
| GIRL SCOUTS OF NORTHERN CALIFORNIA | |||||||
| 1310 S BASCOM AVE | SAN JOSE | CA | 95128 | NONE | 501(C)(3) | DECISION-MAKING/WELLNESS/ HEALTHY LIFESTYLES PROGRAMS | $25,000 |
| GLOW FOUNDATION | |||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | TO TRAIN TEACHERS TO CONDUCT FINANCIAL LITERACY AND COLLEGE FINANCING WORKSHOPS FOR STUDENTS AND PARENTS | $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 | $27,500 |
| HAMMER MONTESSORI FOUNDATION | |||||||
| 1610 BIRD AVE | SAN JOSE | CA | 95125 | NONE | 501(C)(3) | MUSIC EDUCATION AT GALARZA AND HAMMER MONTESSORI ELEMENTARY SCHOOLS | $17,400 |
| INNVISION | |||||||
| 1900 THE ALAMEDA SUITE 400 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | AFTER-SCHOOL TUTORING, SUMMER DAY CAMP, MENTORING FOR HOMELESS YOUTH. | $35,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 3003 OAK ROAD SUITE 109 | WALNUT CREEK | CA | 94597 | NONE | 501(C)(3) | PROVIDE FINANCIAL LITERACY, ENTREPRENEURSHIP AND WORKFORCE DEVELOPMENT IN THE 2012-2013 SCHOOL YEAR FOR STUDENTS AT INDEPENDENCE AND ANDREW P. HILL HIGH SCHOOLS | $5,000 |
| JUST READ | |||||||
| PO BOX 4459 | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | LITERACY TUTORING PROGRAM | $10,000 |
| KIWANIS CLUB OF SAN JOSE FOUNDATION | |||||||
| 15030 MONTEBELLO ROAD | CUPERTINO | CA | 95014 | NONE | 501(C)(3) | TO SUPPORT FUNDRAISER FOR TURNAROUND SCHOLARSHIP PROGRAM | $5,000 |
| KIWANIS CLUB OF SAN JOSE FOUNDATION | |||||||
| 15030 MONTEBELLO ROAD | CUPERTINO | CA | 95014 | NONE | 501(C)(3) | GRANT: TURN AROUND SCHOLARSHIPS FOR AT RISK YOUTH | $75,000 |
| MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICAN | |||||||
| 510 SOUTH FIRST STREET | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | PEAPOD ADOBE YOUTH VOICES ACADEMY | $40,000 |
| MIND RESEARCH INSTITUTE | |||||||
| 111 ACADEMY SUITE 100 | IRVINE | CA | 92617 | NONE | 501(C)(3) | SUPPORT THE ST MATH PROGRAM AT EDENVALE ELEMENTARY SCHOOL IN SANTA CLARA COUNTY | $20,000 |
| MT VIEW-LOS ALTOS COMMUNITY SCHOLARS | |||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | NONE | 501(C)(3) | GRANT: COLLEGE SCHOLARSHIPS FOR AT RISK YOUTH | $20,000 |
| MUSIC FOR MINORS | |||||||
| 883 NORTH SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | NONE | 501(C)(3) | GRANT: VOLUNTEER LED MUSIC EDUCATION | $10,000 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 596 S SECOND ST | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | TUITION ASSISTANCE FOR LOW-INCOME STUDENTS | $25,000 |
| OAK GROVE SCHOOL DISTRICT | |||||||
| 285 AZUCAR AVENUE | SAN JOSE | CA | 95111 | NONE | 501(C)(3) | SCHOLARSHIPS FOR COLLEGE-BOUND HIGH SCHOOL SENIORS WHO GRADUATED FROM EDENVALE ELEMENTARY | $7,500 |
| OVERFELT HIGH SCHOOL | |||||||
| 1835 CUNNINGHAM AVENUE | SAN JOSE | CA | 95122 | NONE | 501(C)(3) | CAMELOT SUMMER INSTITUTE (CSI) SUMMER BRIDGE PROGRAM FOR INCOMING FRESHMEN TO INCREASE ACADEMIC PERFORMANCE, AND PROMOTE A COLLEGE-GOING CULTURE. | $25,000 |
| PARTNERS IN SCHOOL INNOVATION | |||||||
| 1060 TENNESSEE ST 2ND FLOOR | SAN FRANCISCO | CA | 94107 | NONE | 501(C)(3) | GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE | $107,000 |
| PENINSULA COLLEGE FUND | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 131 | REDWOOD CITY | CA | 94065 | NONE | 501(C)(3) | COLLEGE SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $24,000 |
| PRESENTATION HIGH SCHOOL | |||||||
| 2281 PLUMMER AVENUE | SAN JOSE | CA | 95125 | NONE | 501(C)(3) | GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS | $44,000 |
| RAFT | |||||||
| 1355 RIDDER PARK DRIVE | SAN JOSE | CA | 95131 | NONE | 501(C)(3) | SCIENCE PROGRAM INCLUDING A PACKAGE OF CLASSROOM CURRICULUM AND MATERIALS, TEACHER TRAINING, AND HANDS-ON PROGRAMS AND FIELD TRIPS FOR THE DISTRICTS OCALA CLUSTER OF CASSELL, RYAN AND ROGERS ELEMENTARY SCHOOLS AND OCALA MIDDLE SCHOOL. | $25,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIACENTER FOR EDUCATIONAL PARTNERSHIPS | |||||||
| 2150 KITTREDGE STREET SUITE 4C | BERKELEY | CA | 947201060 | NONE | 501(C)(3) | COLLEGE ADVISERS AT HIGH-NEED SCHOOLS IN SAN JOSE UNIFIED SCHOOL DISTRICT | $25,000 |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 SOUTH FIRST STREET | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | YOUTH EDUCATION PROGRAMS | $20,000 |
| SACRED HEART NATIVITY SCHOOL | |||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 95110 | NONE | 501(C)(3) | GRANT: TUITION ASSISTANCE FOR LOW-INCOME STUDENTS | $30,000 |
| SAN JOSE CONSERVATION CORPS | |||||||
| 1560 BERGER DR | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | PURCHASE OF CURRICULUM AND TRAINING MATERIALS FOR CONSTRUCTION TRADES AND IC3 COMPUTER REPAIR/IT CERTIFICATION WORKFORCE TRAINING PROGRAMS. | $10,234 |
| SAN JOSE JAZZ | |||||||
| 145 W SAN CARLOS ST | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | PROGRESSIONS MUSIC PROGRAM AT FRANKLIN-MCKINLEY SCHOOL DISTRICT | $25,000 |
| SCHOOL OF ARTS AND CULTURE AT MEXICAN HERITAGE PLAZA | |||||||
| 1700 ALUM ROCK AVENUE | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | GRANT: ARTS EDUCATION SUMMER CAMPS AND AFTER SCHOOL PROGRAMS | $50,000 |
| SILICON VALLEY CHILDREN'S FUND | |||||||
| 1871 THE ALAMEDA 335 | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | COLLEGE SCHOLARSHIPS AND SUPPORT FOR FOSTER YOUTH | $10,000 |
| SILICON VALLEY FACES | |||||||
| 777 NORTH FIRST STREET SUITE 220 | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | CAMP EVERYTOWN FOR TITLE I HIGH SCHOOLS IN EAST SAN JOSE | $35,000 |
| SOMOS MAYFAIR | |||||||
| 370 S KING RD | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | ?IN OUR HANDS? ? A COMMUNITY TEACHER CAMPAIGN | $20,000 |
| ST PAUL'S UNITED METHODIST CHURCH | |||||||
| 405 SOUTH TENTH STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | CREATIVE ARTS YOUTH PROGRAM | $10,000 |
| TEENFORCE | |||||||
| 1080 NORTH 7TH STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | FOSTER YOUTH EMPLOYMENT PROGRAM | $10,000 |
| THE TECH MUSEUM | |||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | NONE | 501(C)(3) | STEM SCHOOL PARTNERSHIP RF KENNEDY ELEMENTARY SCHOOL | $25,000 |
| TRITON MUSEUM OF ART | |||||||
| 1505 WARBURTON AVENUE | SANTA CLARA | CA | 95050 | NONE | 501(C)(3) | ARTREACH AFTER SCHOOL PROGRAM AT SCOTT LANE ELEMENTARY SCHOOL. | $2,000 |
| VALDES MATH FOUNDATION | |||||||
| 4848 SAN FELIPE RD 150-213 | SAN JOSE | CA | 95135 | NONE | 501(C)(3) | SUMMER REMEDIAL MATH PROGRAM FOR STUDENTS IN EAST SAN JOSE | $25,000 |
| VIA SERVICES | |||||||
| 2851 PARK AVENUE | SANTA CLARA | CA | 95050 | NONE | 501(C)(3) | GRANT: HEALTHY LIVING INITIATIVE AT VIA WEST | $60,000 |
| WORLD WIDE WORKSHOP | |||||||
| 113 WEST 78TH STREET SUITE 3 | NEW YORK | NY | 10024 | NONE | 501(C)(3) | GLOBALORIA STEM EDUCATION PROGRAM AT OVERFELT HIGH SCHOOL | $10,000 |
| YSI | |||||||
| 296 GARDEN HILL DRIVE | LOS GATOS | CA | 95032 | NONE | 501(C)(3) | SCIENCE PROGRAM INCLUDING A PACKAGE OF CLASSROOM CURRICULUM AND MATERIALS, TEACHER TRAINING, AND HANDS-ON PROGRAMS AND FIELD TRIPS FOR THE DISTRICTS OCALA CLUSTER OF CASSELL, RYAN AND ROGERS ELEMENTARY SCHOOLS AND OCALA MIDDLE SCHOOL. | $25,000 |
| YWCA | |||||||
| 375 SOUTH THIRD STREET | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | GRANT: CULTURAL AND EDUCATIONAL OPPORTUNITIES FOR HIGH RISK STUDENTS | $15,000 |
| PARTNERS IN SCHOOL INNOVATION | |||||||
| 1060 TENNESSEE STREET 2ND FLOOR | SAN FRANCISCO | CA | 95125 | NONE | 501(C)(3) | GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE | $107,000 |
| ALUM ROCK SCHOOL DISTRICT | |||||||
| 2930 GAY AVENUE | SAN JOSE | CA | 95127 | NONE | 501(C)(3) | 0GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE | $67,400 |
| ALUM ROCK SCHOOL DISTRICT | |||||||
| 2930 GAY AVENUE | SAN JOSE | CA | 95127 | NONE | 501(C)(3) | GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE | $14,500 |
| BELLARMINE COLLEGE PREPATORY | |||||||
| 960 WEST HEDDING STREET | SAN JOSE | CA | 95126 | NONE | 501(C)(3) | FINAL PAYMENT CAPITAL PROJECT (2005 GRANT) | $75,000 |
| CALIFORNIA PROVINCIAL SOCIETY OF JESUS | |||||||
| PO BOX 519 | LOS GATOS | CA | 95031 | NONE | 501(C)(3) | CRITSO REY HIGH SCHOOL START-UP COSTS | $100,000 |
| JUSTREAD | |||||||
| PO BOX 4459 | MOUNTAIN VIEW | CA | 94040 | NONE | 501(C)(3) | LITERACY TUTORING PROGRAM | $10,000 |
| KIWANIS CLUB OF SAN JOSE FOUNDATION | |||||||
| 15030 MONTEBELLO ROAD | CUPERTINO | CA | 95014 | NONE | 501(C)(3) | GRANT: TURN AROUND SCHOLARSHIPS FOR AT RISK YOUTH | $24,405 |
| SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY | |||||||
| 5671 SANTA TERESA BLVD SUITE 105 | SAN JOSE | CA | 95123 | NONE | 501(C)(3) | HEALTHY LIFESTYLES EDUCATION | $10,000 |
| VEGGIELUTION | |||||||
| 647 S KING ROAD | SAN JOSE | CA | 95116 | NONE | 501(C)(3) | NUTRITION EDUCATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,240,939 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PARTNERS IN SCHOOL INNOVATION | |||||||
| 1060 TENNESSEE ST 2ND FLOOR | SAN FRANCISCO | CA | 95125 | NONE | 501(C)(3) | GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE | $107,000 |
| SAN JOSE CONSERVATION CORPS | |||||||
| 1560 BERGER DR | SAN JOSE | CA | 95112 | NONE | 501(C)(3) | PURCHASE OF CURRICULUM AND TRAINING MATERIALS FOR CONSTRUCTION TRADES AND IC3 COMPUTER REPAIR/IT CERTIFICATION WORKFORCE TRAINING PROGRAMS. | $2,608 |
| ALUM ROCK SCHOOL DISTRICT | |||||||
| 2930 GAY AVENUE | SAN JOSE | CA | 95127 | NONE | 501(C)(3) | GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE | $67,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $177,008 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $756,627 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $821,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,212,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,791,152 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,791,152 | 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 | $15,458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,545 | 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 (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2010-08-01 | $1,245 | $1,003 | SL | 3.000000000000 | $242 | $0 |
| SONY VAIO AND ACCESSORIES | 2011-03-01 | $1,144 | $699 | SL | 3.000000000000 | $381 | $0 |
| DELL TOWER AND ACCESSORIES | 2011-12-01 | $1,675 | $605 | SL | 3.000000000000 | $558 | $0 |
| 2 IPADS | 2012-09-01 | $1,398 | $156 | SL | 3.000000000000 | $466 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $12,357,665 | EOYBookValueAmt |
| EOYFMV | $12,357,665 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $17,793,076 | EOYBookValueAmt |
| EOYFMV | $17,793,076 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REAL ESTATE | FMV | $8,901,932 | $8,901,932 |
| ALTERNATIVE INVESTMENTS | FMV | $7,948,300 | $7,948,300 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER | $1,245 | $1,245 | $0 | $0 |
| SONY VAIO AND ACCESSORIES | $1,144 | $1,080 | $64 | $64 |
| DELL TOWER AND ACCESSORIES | $1,675 | $1,163 | $512 | $512 |
| 2 IPADS | $1,398 | $622 | $776 | $776 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTS RECEIVABLE | Desc |
| BOY Book Value | $11,308 | BOYBookValueAmt |
| EOY Book Value | $27,232 | EOYBookValueAmt |
| EOYFMV | $27,232 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN DEFERRED EXCISE TAXES | Description |
| Amount | $3,000 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,781 | $11 | $1,161 |
| OFFICE EXPENSE | $11,582 | $232 | $9,150 |
| REAL ESTATE INVESTEMENT EXPENSES | $253,051 | $253,051 | $0 |
| MISCELLANEOUS | $2,668 | $205 | $1,864 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM RENTAL INVESTMENT PROPERTY | Desc |
| Revenue And Expenses Per Books | $821,986 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $821,986 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $2,476,097 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $22,000 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESETMENT MANAGEMENT | $149,778 | $149,778 | $0 |
| AUDIT AND TAX PREPARATION | $19,700 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,222 | $0 | $0 |
| EXCISE | $23,992 | $0 | $0 |