2013-07-15T11:28:42-05:00 2012-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 226 AIRPORT PARKWAY SUITE 350 SAN JOSE CA 95110 990PF 2012-01-01 680237238 LEO M SHORTINO FAMILY FOUNDATION LEOM 4082756306 1760 THE ALAMEDA SAN JOSE CA 95126 ELAINE CURRAN 4082756306 2013-06-28 1 NASI RAISSIAN P01023106 4088556770 2012 2016-03-07 17:11:31Z X 46989173 X 3500 X 898252 898252 133593 22604242 133593 526618 0 1561963 1031845 30400 2269 19074 135034 8102 101275 32647 0 1695 143247 143247 0 7578 0 0 1509 0 6000 360 4500 197718 177034 19656 554133 331012 146200 2202823 2160375 2756956 331012 2306575 -1194993 700833 83408 253996 253996 2640110 1977163 1977163 93193 93193 93193 900000 0 0 25261 23634290 15346450 15346450 18846842 14548875 14548875 305141 0 14755188 14755188 5462 2462 3270 3000 3000 60000 11308 11308 46498322 46989173 46989173 3118 93505 478845 0 22000 3118 594350 X 46495204 46394823 46495204 46394823 46498322 46989173 46495204 -1194993 2209334 47509545 1114722 46394823 MORGAN STANLEY INVESTMENTS P 2012-12-31 2012-12-31 22604242 22470649 133593 133593 133593 0 2301441 46678912 0.049304 1860640 48101850 0.038681 1045051 41510961 0.025175 597017 24435771 0.024432 405910 13597959 0.029851 0.167443 0.033489 48364022 1619663 7008 1626671 2306575 X 7008 0 7008 0 7008 10000 10000 2992 2992 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 GARY SHARA 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 5200 0 0 CHRISTINE BURROUGHS 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 5200 0 0 LINDA MURRAY 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 5200 0 0 FRANK BOITANO 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 4800 0 0 MARTIN BACCAGLIO 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 0 0 0 DAVID HEIMAN 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 4800 0 0 GERALD T WADE JR 1760 THE ALAMEDA SAN JOSE CA 95126 2.00 5200 0 0 ELAINE CURRAN 1760 THE ALAMEDA SAN JOSE CA 95126 40.00 103757 0 0 0 NONE 0 0 39199538 1478368 8422624 49100530 0 0 49100530 736508 48364022 2418201 2418201 7008 7008 2411193 0 2411193 0 2411193 2306575 0 2306575 7008 2299567 2411193 2136340 0 0 2306575 2136340 0 0 170235 0 0 0 0 0 0 0 0 2240958 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. ACE CHARTER SCHOOLS 625 S SUNSET AVE SAN JOSE CA 95116 NONE 501(C)(3) SCHOOLWIDE LITERACY PROGRAM FOR STRUGGLING READERS 25000 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 COUNCIL SILICON VALLEY 4 N 2ND ST 500 SAN JOSE CA 95113 NONE 501(C)(3) SILICON VALLEY ARTS EDUCATION DIRECTORY 20000 BAY AREA WOMEN'S SPORTS INITIATIVE 1922 THE ALAMEDA SUITE 100 SAN JOSE CA 95126 NONE 501(C)(3) AFTERSCHOOL FITNESS PROGRAM FOR AT-RISK, 3RD -5TH GRADE GIRLS 17360 BELLARMINE COLLEGE PREP 960 WEST HEDDING STREET SAN JOSE CA 95126 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS 408397 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 BRING ME A BOOK FOUNDATION 1045 TERRA BELLA AVE MOUNTAIN VIEW CA 94043 NONE 501(C)(3) BOOKCASE LIBRARY PROGRAM FOR TRANSITIONAL KINDERGARTEN 15000 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 72048 CHILD ADVOCATES 509 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) GRANT: VOLUNTEER ADVOCATES FOR FOSTER YOUTH 30000 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 CITY YEAR 90 NORTH 1ST STREET SAN JOSE CA 95113 NONE 501(C)(3) GRANT: MIDDLE SCHOOL EXTENDED LEARNING PROGRAM IN ALUM ROCK 50000 CLEO EULAU CENTER 2483 OLD MIDDLEFIELD WAY MOUNTAIN VIEW CA 94043 NONE 501(C)(3) SOCIAL EMOTIONAL WELLNESS AND LEARNING IN EDUCATION 20000 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 25000 DOWNTOWN COLLEGE PREP 1460 THE ALAMEDA SAN JOSE CA 95126 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR DCP GRADUATES 25000 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 FOOTHILL DEANZA 12345 EL MONTE RD LOS ALTOS HILLS CA 94022 NONE 501(C)(3) SPACE SCIENCE EDUCATION PARTNERSHIP: FUJITSU PLANETARIUM & RESOURCE AREA FOR TEACHING 12000 FRESH LIFELINES FOR YOUTH 568 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) GRANT: LEGAL EAGLE PROGRAM IN SANTA CLARA COUNTY 35000 GIRL SCOUTS OF NORTHERN CALIFORNIA 1310 S BASCOM AVE SAN JOSE CA 95128 NONE 501(C)(3) DECISION-MAKING/WELLNESS/ HEALTHY LIFESTYLES PROGRAMS 25000 GRAIL FAMILY SERVICES 2003 E SAN ANTONIO STREET SAN JOSE CA 95116 NONE 501(C)(3) YES WE CAN. READ! CHILDREN'S INITIATIVE 33000 GUADALUPE RIVER PARK 438 COLEMAN AVE SAN JOSE CA 95110 NONE 501(C)(3) SCIENCE-BASED NATURE EDUCATION 20000 HAMMER MONTESSORI FOUNDATION 1610 BIRD AVE SAN JOSE CA 95125 NONE 501(C)(3) MUSIC EDUCATION AT GALARZA AND HAMMER MONTESSORI ELEMENTARY SCHOOLS 21750 HAPPY HOLLOW FOUNDATION 1300 SENTER ROAD SAN JOSE CA 95112 NONE 501(C)(3) EDUCATIONAL OUTREACH PROGRAMS FOR UNDERSERVED CHILDREN 10000 IND INITIATIVES FOR SCIENCE & MATH ED 5301 STEVENS CREEK BLVD SANTA CLARA CA 95052 NONE 501(C)(3) COLLABORATIVE FOSTERING SCIENTIFIC RESEARCH IN SANTA CLARA CO. HIGH NEED SCHOOLS 15000 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 KIWANIS CLUB OF SAN JOSE FOUNDATION 15030 MONTEBELLO ROAD CUPERTINO CA 95014 NONE 501(C)(3) GRANT: TURN AROUND SCHOLARSHIPS FOR AT RISK YOUTH 53437 MOUSE SQUAD OF CALIFORNIA 400 OYSTER POINT BLVD SUITE 501 SAN FRANSISCO CA 94080 NONE 501(C)(3) STUDENT TECH LEADERSHIP PROGRAM AT SANTA CLARA COUNTY SCHOOLS 25000 MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICAN 510 SOUTH FIRST STREET SAN JOSE CA 95113 NONE 501(C)(3) PEAPOD ADOBE YOUTH VOICES ACADEMY 25000 MT VIEW-LOS ALTOS COMMUNITY SCHOLARS 183 HILLVIEW AVENUE LOS ALTOS CA 94022 NONE 501(C)(3) GRANT: COLLEGE SCHOLARSHIPS FOR AT RISK YOUTH 25000 MUSIC FOR MINORS 883 NORTH SHORELINE BLVD MOUNTAIN VIEW CA 94043 NONE 501(C)(3) GRANT: VOLUNTEER LED MUSIC EDUCATION 10000 NORTE DAME HIGH SCHOOL 596 S SECOND ST SAN JOSE CA 95112 NONE 501(C)(3) TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 25000 OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 NONE 501(C)(3) BULLYING PREVENTION ASSEMBLIES: BILLY GOATS GRUFF 5000 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 36000 PRESENTATION HIGH SCHOOL 2281 PLUMMER AVENUE SAN JOSE CA 95125 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS 44000 SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 95110 NONE 501(C)(3) GRANT: TUITION ASSISTANCE FOR LOW-INCOME STUDENTS 30000 SAN FRANCISCO SHAKESPEARE FESTIVAL 1560 DAVIDSON AVE SAN FRANSISCO CA 94124 NONE 501(C)(3) AFTER-SCHOOL ACTING AND SHAKESPEARE STUDY FOR AT-RISK YOUTH 20000 SAN JOSE DOWNTOWN FOUNDATION 28 NORTH FIRST STREET 1000 SAN JOSE CA 95113 NONE 501(C)(3) HIGH SCHOOL ART EXHIBIT/COMPETITION FOR DISPLAY ON UTILITY DOORS 5000 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 SAN JOSE REPERTORY THEATER 101 PASEO DE SAN ANTONIO WALK SAN JOSE CA 95113 NONE 501(C)(3) RED LADDER THEATRE CO. SOCIAL OUTREACH PROGRAM 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 75000 SILICON VALLEY CHILDREN'S FUND 1871 THE ALAMEDA 335 SAN JOSE CA 95126 NONE 501(C)(3) COLLEGE SCHOLARSHIPS AND SUPPORT FOR FOSTER YOUTH 15000 SILICON VALLEY EDUCATION FOUNDATION 1400 PARKMOOR SUITE 200 SAN JOSE CA 95126 NONE 501(C)(3) GRANT: ANALYZE AND PREPARE A GUIDEBOOK FOR A-G PLACEMENT 50000 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 25000 SYMPHONY SILICON VALLEY 325 SOUTH FIRST STREET SUITE 160 SAN JOSE CA 95113 NONE 501(C)(3) ARTS FIELD TRIPS FOR 3RD-5TH GRADERS 35000 TEENFORCE 1080 NORTH 7TH STREET SAN JOSE CA 95112 NONE 501(C)(3) FOSTER YOUTH EMPLOYMENT PROGRAM 10000 THE BEAT WITHIN 209 NINTH STREET SAN FRANSISCO CA 94103 NONE 501(C)(3) WRITING WORKSHOPS AND PUBLICATION FOR YOUTH IN JUVENILE HALL 12000 THE SALVATION ARMY 405 NORH FOURTH STREET SAN JOSE CA 95112 NONE 501(C)(3) BACK-TO-SCHOOL CLOTHING FOR DISADVANTAGED CHILDREN 5000 THE TECH MUSEUM 201 S MARKET ST SAN JOSE CA 95113 NONE 501(C)(3) STEM SCHOOL PARTNERSHIP RF KENNEDY ELEMENTARY SCHOOL 25000 THIRD STREET COMMUNITY CENTER 160 N 3RD ST SAN JOSE CA 95112 NONE 501(C)(3) AFTER SCHOOL ACADEMIC PROGRAM 20000 THIRD STREET COMMUNITY CENTER 160 NORTH THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) SUMMER DAY-CAMP FOR AT-RISK YOUTH 6780 VIA SERVICES 2851 PARK AVENUE SANTA CLARA CA 95050 NONE 501(C)(3) GRANT: HEALTHY LIVING INITIATIVE AT VIA WEST 60000 WILLOW GLEN HIGH SCHOOL 2001 COTTLE AVE SAN JOSE CA 95125 NONE 501(C)(3) GRANT: COUNSELORS ASSISTING WITH COLLEGE, FINANCIAL AIDE AND CAREER DECISIONS 30000 YWCA 375 SOUTH THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) GRANT: CULTURAL AND EDUCATIONAL OPPORTUNITIES FOR HIGH RISK STUDENTS 18000 VARIOUS GRANTS 1760 THE ALAMEDA SAN JOSE CA 95126 NONE 501(C)(3) PRIOR YEAR GRANTS 23603 2160375 ALUM ROCK SCHOOL DISTRICT 2930 GAY AVE SAN JOSE CA 95127 NONE 501(C)(3) GRANT: SCHOOL AND DISTRICT TRANSFORMATION 117440 CALIFORNIA PROVINCIAL SOCIETY OF JESUS PO BOX 519 LOS GATOS CA 95031 NONE 501(C)(3) START-UP FUNDS FOR CRISTO REY HIGH SCHOOL 100000 JUST READ PO BOX 4459 MOUNTAIN VIEW CA 94040 NONE 501(C)(3) LITERACY TUTORING PROGRAM 10000 ROTARY CLUB OF SAN JOSE 1690 SENTER RD SAN JOSE CA 95112 NONE 501(C)(3) CAPITAL GRANT FOR ROTARY PLAYGARDEN 20000 SCHOOL HEALTH CLINICS OF SANTA CLARA CO 5671 SANTA TERESA BLVD SAN JOSE CA 95123 NONE 501(C)(3) NUTRITION HEALTHY LIFESTYLE EDUCATION FOR KIDS 10000 VEGGIELUTION 647 S KING RD SAN JOSE CA 95116 NONE 501(C)(3) HANDS-ON LEARNING AND LEADERSHIP DEVELOPMENT FOSTERING SUSTAINABLE AGRICULTURE 15000 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 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 BELLARMINE COLLEGE PREP 960 WEST HEDDING STREET SAN JOSE CA 95126 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS 75000 478845 14 898252 16 526618 18 133593 0 1558463 0 1558463 0 0 0 0 0 0 0 0 0 0 AUDIT AND ACCOUNTING 32647 0 1695 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 588 SL 3.000000000000 415 0 SONY VAIO AND ACCESSORIES 2011-03-01 1144 318 SL 3.000000000000 381 0 DELL TOWER AND ACCESSORIES 2011-12-01 1675 47 SL 3.000000000000 557 0 2 IPADS 2012-09-01 1398 SL 3.000000000000 156 0 FIXED INCOME 14548875 14548875 EQUITIES 15346450 15346450 REAL ESTATE FMV 8422624 8422624 ALTERNATIVE INVESTMENTS FMV 6332564 6332564 COMPUTER 1245 1003 242 242 SONY VAIO AND ACCESSORIES 1144 699 445 445 DELL TOWER AND ACCESSORIES 1675 604 1071 1071 2 IPADS 1398 156 1242 1242 DEPOSIT 60000 RENTS RECEIVABLE 11308 11308 NET CHANGE TO ACCRUAL ACCOUNTING 1092722 CHANGE IN DEFERRED EXCISE TAXES 22000 INSURANCE 1774 124 1177 OFFICE EXPENSE 21579 4700 16879 REAL ESTATE INVESTEMENT EXPENSES 165980 165980 0 REAL ESTATE AQUISITION AND APPRAISAL 5935 5935 0 MISCELLANEOUS 2450 295 1600 INCOME FROM RENTAL INVESTMENT PROPERTY 526618 0 526618 UNREALIZED GAINS 2209334 DEFERRED EXCISE TAX LIABILITY 0 22000 INVESETMENT MANAGEMENT 143247 143247 0 INVESTMENT RELATED 578 0 0 EXCISE 7000 0 0