2014-07-15T10:52:21-05:00 2013-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 226 AIRPORT PARKWAY SAN JOSE CA 95110 990PF 2013-01-01 680237238 LEO M SHORTINO FAMILY FOUNDATION LEOM 4082756306 1760 THE ALAMEDA SAN JOSE CA 95126 ELAINE CURRAN EXECUTIVE DIRECTOR 4082756306 2014-07-01 1 SCOTT SMEAD P01208759 4088556770 2013 2015-12-30 17:16:21Z X 49369288 X 5000 X 756627 756627 1212539 16602962 1212539 821986 0 2796152 1969166 23600 472 18644 158478 3170 125198 15458 0 1545 169478 149778 0 25214 0 0 1647 0 6000 120 4740 269082 253499 12175 668957 407039 162302 1994642 2240939 2663599 407039 2403241 132553 1562127 253996 38946 38946 1977163 2248785 2248785 51699 93193 51699 51699 301 301 15346450 17793076 17793076 14548875 12357665 12357665 14755188 16850232 16850232 5462 4110 3000 1352 1352 11308 27232 27232 46989173 49369288 49369288 93505 109109 478845 234706 22000 25000 594350 368815 X 46394823 49000473 46394823 49000473 46989173 49369288 46394823 132553 2476097 49003473 3000 49000473 MORGAN STANLEY INVESTMENTS P 2013-12-31 2013-12-31 16602962 15390423 1212539 1212539 1212539 0 2299567 48364022 0.047547 2301441 46678912 0.049304 1860640 48101850 0.038681 1045051 41510961 0.025175 597017 24435771 0.024432 0.185139 0.037028 47659896 1764751 15621 1780372 2403241 X 15621 0 15621 0 15621 7992 17008 25000 9379 9379 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.LEOMSHORTINO.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 GARY SHARA 1760 THE ALAMEDA SAN JOSE CA 95126 CHAIRMAN 2.00 4000 0 0 CHRISTINE BURROUGHS 1760 THE ALAMEDA SAN JOSE CA 95126 VICE CHAIRMAN 2.00 4000 0 0 LINDA MURRAY 1760 THE ALAMEDA SAN JOSE CA 95126 SECRETARY 2.00 4000 0 0 FRANK BOITANO 1760 THE ALAMEDA SAN JOSE CA 95126 TREASURER 2.00 3600 0 0 DAVID HEIMAN 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 4000 0 0 GERALD T WADE JR 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 4000 0 0 ELAINE CURRAN 1760 THE ALAMEDA SAN JOSE CA 95126 EXECUTIVE DIRECTOR 40.00 116209 0 0 0 NONE 0 0 39252346 231403 8901932 48385681 0 0 48385681 725785 47659896 2382995 2382995 15621 15621 2367374 0 2367374 0 2367374 2403241 0 2403241 15621 2387620 2367374 2240958 0 0 2403241 2240958 0 0 162283 0 0 0 0 0 0 0 0 2205091 0 0 0 ELAINE CURRAN 1760 THE ALAMEDA SAN JOSE CA 95126 4082756303 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. 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) 20000 ACE CHARTER SCHOOLS 625 S SUNSET AVE SAN JOSE CA 95116 NONE 501(C)(3) SCHOOLWIDE LITERACY PROGRAM FOR STRUGGLING READERS 50000 ACHIEVEKIDS 1212 MCGINNESS AVENUE SAN JOSE CA 95127 NONE 501(C)(3) WORKFORCE DEVELOPMENT PROGRAMS FOR DISABLED YOUTH 15000 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 30000 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 35000 ARCHBISHOP MITTY HIGH SCHOOL 5000 MITTY WAY SAN JOSE CA 95129 NONE 501(C)(3) GRANT: TWO ONE YEAR SCHOLARSHIPS 30000 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, 15000 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 20000 BELLARMINE COLLEGE PREP 960 WEST HEDDING STREET SAN JOSE CA 95126 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS 47000 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 20000 BOYS AND GIRLS CLUB OF SILICON VALLEY 518 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) GRANT: SUMMER CAMP 80000 BREAKTHROUGH SILICON VALLEY 1635 PARK AVE SAN JOSE CA 95126 NONE 501(C)(3) MIDDLE AND HIGH ACADEMIC SUPPORT PROGRAM 25000 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 60000 CHILD ADVOCATES 509 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) GRANT: VOLUNTEER ADVOCATES FOR FOSTER YOUTH 20000 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 35000 CITIZEN SCHOOLS 330 TWIN DOLPHIN DRIVE SUITE 115 REDWOOD CITY CA 94065 NONE 501(C)(3) EXPANDED LEARNING TIME AT JOSEPH GEORGE MIDDLE SCHOOL 25000 CITY YEAR 90 NORTH 1ST STREET SAN JOSE CA 95113 NONE 501(C)(3) GRANT: MIDDLE SCHOOL EXTENDED LEARNING PROGRAM IN ALUM ROCK 50000 COMMUNITY HEALTH AWARENESS COUNCIL 711 CHURCH ST MOUNTAIN VIEW CA 94041 NONE 501(C)(3) COUNSELING SERVICES FOR CHILDREN IN SUNNYVALE SCHOOLS 25000 COMMUNITY SCHOOL OF MUSIC ART 230 SAN ANTONIO CIR MOUNTAIN VIEW CA 94040 NONE 501(C)(3) ART4SCHOOLS AT LYNDALE ELEMENTARY SCHOOL 20000 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 10000 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 100000 DOWNTOWN COLLEGE PREP 1460 THE ALAMEDA SAN JOSE CA 95126 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR DCP GRADUATES 1000 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. 5000 EMPLOYER SCHOOL COUNCIL 17508 HIGH ST LOS GATOS CA 95030 NONE 501(C)(3) COLLEGE SCHOLARSHIPS FOR AT-RISK YOUTH 10000 EMQ FAMILIES FIRST 215 LLEWALLYN AVENUE CAMPBELL CA 95008 NONE 501(C)(3) GRANT: ADDICTION PREVENTION SERVICES IN ALUM ROCK SCHOOLS 35000 FAMILY SUPPORTIVE HOUSING 692 N KING RD SAN JOSE CA 95133 NONE 501(C)(3) SAN JOSE FAMILY SHELTER AFTER-SCHOOL PROGRAM 20000 FRESH LIFELINES FOR YOUTH 568 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) GRANT: LEGAL EAGLE PROGRAM IN SANTA CLARA COUNTY 35000 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 10000 GIRL SCOUTS OF NORTHERN CALIFORNIA 1310 S BASCOM AVE SAN JOSE CA 95128 NONE 501(C)(3) DECISION-MAKING/WELLNESS/ HEALTHY LIFESTYLES PROGRAMS 25000 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 15000 GRAIL FAMILY SERVICES 2003 E SAN ANTONIO STREET SAN JOSE CA 95116 NONE 501(C)(3) YES WE CAN. READ! CHILDREN'S INITIATIVE 27500 HAMMER MONTESSORI FOUNDATION 1610 BIRD AVE SAN JOSE CA 95125 NONE 501(C)(3) MUSIC EDUCATION AT GALARZA AND HAMMER MONTESSORI ELEMENTARY SCHOOLS 17400 INNVISION 1900 THE ALAMEDA SUITE 400 SAN JOSE CA 95126 NONE 501(C)(3) AFTER-SCHOOL TUTORING, SUMMER DAY CAMP, MENTORING FOR HOMELESS YOUTH. 35000 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 5000 JUST READ PO BOX 4459 MOUNTAIN VIEW CA 94040 NONE 501(C)(3) LITERACY TUTORING PROGRAM 10000 KIWANIS CLUB OF SAN JOSE FOUNDATION 15030 MONTEBELLO ROAD CUPERTINO CA 95014 NONE 501(C)(3) TO SUPPORT FUNDRAISER FOR TURNAROUND SCHOLARSHIP PROGRAM 5000 KIWANIS CLUB OF SAN JOSE FOUNDATION 15030 MONTEBELLO ROAD CUPERTINO CA 95014 NONE 501(C)(3) GRANT: TURN AROUND SCHOLARSHIPS FOR AT RISK YOUTH 75000 MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICAN 510 SOUTH FIRST STREET SAN JOSE CA 95113 NONE 501(C)(3) PEAPOD ADOBE YOUTH VOICES ACADEMY 40000 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 20000 MT VIEW-LOS ALTOS COMMUNITY SCHOLARS 183 HILLVIEW AVENUE LOS ALTOS CA 94022 NONE 501(C)(3) GRANT: COLLEGE SCHOLARSHIPS FOR AT RISK YOUTH 20000 MUSIC FOR MINORS 883 NORTH SHORELINE BLVD MOUNTAIN VIEW CA 94043 NONE 501(C)(3) GRANT: VOLUNTEER LED MUSIC EDUCATION 10000 NOTRE DAME HIGH SCHOOL 596 S SECOND ST SAN JOSE CA 95112 NONE 501(C)(3) TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 25000 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 7500 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. 25000 PARTNERS IN SCHOOL INNOVATION 1060 TENNESSEE ST 2ND FLOOR SAN FRANCISCO CA 94107 NONE 501(C)(3) GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE 107000 PENINSULA COLLEGE FUND 330 TWIN DOLPHIN DRIVE SUITE 131 REDWOOD CITY CA 94065 NONE 501(C)(3) COLLEGE SCHOLARSHIPS FOR LOW-INCOME STUDENTS 24000 PRESENTATION HIGH SCHOOL 2281 PLUMMER AVENUE SAN JOSE CA 95125 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS 44000 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. 25000 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 25000 SACRED HEART COMMUNITY SERVICE 1381 SOUTH FIRST STREET SAN JOSE CA 95110 NONE 501(C)(3) YOUTH EDUCATION PROGRAMS 20000 SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 95110 NONE 501(C)(3) GRANT: TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 30000 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. 10234 SAN JOSE JAZZ 145 W SAN CARLOS ST SAN JOSE CA 95113 NONE 501(C)(3) PROGRESSIONS MUSIC PROGRAM AT FRANKLIN-MCKINLEY SCHOOL DISTRICT 25000 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 50000 SILICON VALLEY CHILDREN'S FUND 1871 THE ALAMEDA 335 SAN JOSE CA 95126 NONE 501(C)(3) COLLEGE SCHOLARSHIPS AND SUPPORT FOR FOSTER YOUTH 10000 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 35000 SOMOS MAYFAIR 370 S KING RD SAN JOSE CA 95116 NONE 501(C)(3) ?IN OUR HANDS? ? A COMMUNITY TEACHER CAMPAIGN 20000 ST PAUL'S UNITED METHODIST CHURCH 405 SOUTH TENTH STREET SAN JOSE CA 95112 NONE 501(C)(3) CREATIVE ARTS YOUTH PROGRAM 10000 TEENFORCE 1080 NORTH 7TH STREET SAN JOSE CA 95112 NONE 501(C)(3) FOSTER YOUTH EMPLOYMENT PROGRAM 10000 THE TECH MUSEUM 201 S MARKET ST SAN JOSE CA 95113 NONE 501(C)(3) STEM SCHOOL PARTNERSHIP RF KENNEDY ELEMENTARY SCHOOL 25000 TRITON MUSEUM OF ART 1505 WARBURTON AVENUE SANTA CLARA CA 95050 NONE 501(C)(3) ARTREACH AFTER SCHOOL PROGRAM AT SCOTT LANE ELEMENTARY SCHOOL. 2000 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 25000 VIA SERVICES 2851 PARK AVENUE SANTA CLARA CA 95050 NONE 501(C)(3) GRANT: HEALTHY LIVING INITIATIVE AT VIA WEST 60000 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 10000 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. 25000 YWCA 375 SOUTH THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) GRANT: CULTURAL AND EDUCATIONAL OPPORTUNITIES FOR HIGH RISK STUDENTS 15000 PARTNERS IN SCHOOL INNOVATION 1060 TENNESSEE STREET 2ND FLOOR SAN FRANCISCO CA 95125 NONE 501(C)(3) GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE 107000 ALUM ROCK SCHOOL DISTRICT 2930 GAY AVENUE SAN JOSE CA 95127 NONE 501(C)(3) 0GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE 67400 ALUM ROCK SCHOOL DISTRICT 2930 GAY AVENUE SAN JOSE CA 95127 NONE 501(C)(3) GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE 14500 BELLARMINE COLLEGE PREPATORY 960 WEST HEDDING STREET SAN JOSE CA 95126 NONE 501(C)(3) FINAL PAYMENT CAPITAL PROJECT (2005 GRANT) 75000 CALIFORNIA PROVINCIAL SOCIETY OF JESUS PO BOX 519 LOS GATOS CA 95031 NONE 501(C)(3) CRITSO REY HIGH SCHOOL START-UP COSTS 100000 JUSTREAD PO BOX 4459 MOUNTAIN VIEW CA 94040 NONE 501(C)(3) LITERACY TUTORING PROGRAM 10000 KIWANIS CLUB OF SAN JOSE FOUNDATION 15030 MONTEBELLO ROAD CUPERTINO CA 95014 NONE 501(C)(3) GRANT: TURN AROUND SCHOLARSHIPS FOR AT RISK YOUTH 24405 SCHOOL HEALTH CLINICS OF SANTA CLARA COUNTY 5671 SANTA TERESA BLVD SUITE 105 SAN JOSE CA 95123 NONE 501(C)(3) HEALTHY LIFESTYLES EDUCATION 10000 VEGGIELUTION 647 S KING ROAD SAN JOSE CA 95116 NONE 501(C)(3) NUTRITION EDUCATION 15000 2240939 PARTNERS IN SCHOOL INNOVATION 1060 TENNESSEE ST 2ND FLOOR SAN FRANCISCO CA 95125 NONE 501(C)(3) GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE 107000 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. 2608 ALUM ROCK SCHOOL DISTRICT 2930 GAY AVENUE SAN JOSE CA 95127 NONE 501(C)(3) GRANT: ALUM ROCK SCHOOL AND DISTRICT INITIATIVE 67400 177008 14 756627 16 821986 18 1212539 0 2791152 0 2791152 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15458 0 1545 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. COMPUTER 2010-08-01 1245 1003 SL 3.000000000000 242 0 SONY VAIO AND ACCESSORIES 2011-03-01 1144 699 SL 3.000000000000 381 0 DELL TOWER AND ACCESSORIES 2011-12-01 1675 605 SL 3.000000000000 558 0 2 IPADS 2012-09-01 1398 156 SL 3.000000000000 466 0 FIXED INCOME 12357665 12357665 EQUITIES 17793076 17793076 REAL ESTATE FMV 8901932 8901932 ALTERNATIVE INVESTMENTS FMV 7948300 7948300 COMPUTER 1245 1245 0 0 SONY VAIO AND ACCESSORIES 1144 1080 64 64 DELL TOWER AND ACCESSORIES 1675 1163 512 512 2 IPADS 1398 622 776 776 RENTS RECEIVABLE 11308 27232 27232 CHANGE IN DEFERRED EXCISE TAXES 3000 INSURANCE 1781 11 1161 OFFICE EXPENSE 11582 232 9150 REAL ESTATE INVESTEMENT EXPENSES 253051 253051 0 MISCELLANEOUS 2668 205 1864 INCOME FROM RENTAL INVESTMENT PROPERTY 821986 0 821986 UNREALIZED GAINS 2476097 DEFERRED EXCISE TAX LIABILITY 22000 25000 INVESETMENT MANAGEMENT 149778 149778 0 AUDIT AND TAX PREPARATION 19700 0 0 FOREIGN TAXES 1222 0 0 EXCISE 23992 0 0