2018-07-25T15:12:52-05:00 2017-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET SUITE A SAN JOSE CA 95126 990PF 2017-01-01 680237238 LEO M SHORTINO FAMILY FOUNDATION LEOM 4082756306 1760 THE ALAMEDA SAN JOSE CA 95126 ELAINE CURRAN EXECUTIVE DIRECTOR 4082756306 2018-07-10 1 SCOTT R SMEAD P01208759 4088556770 2017 2022-09-23 18:48:47Z X 52820242 X X 556186 556186 1332170 1332170 356753 221726 17023530 221726 2110082 2110082 125060 5053 105506 94888 2205 96737 22204 575 18378 200951 180690 17216 62637 62637 0 713 528432 9000 233 7449 469724 448270 18230 985177 1228095 263516 2226656 2276656 3211833 1228095 2540172 -1101751 881987 150137 248221 248221 22780 189026 189026 19935430 21476663 21476663 6619280 7218699 7218699 20673690 23679577 23679577 7566 6815 919 751 751 7305 7305 7305 47409541 52820242 52820242 136819 124907 50000 21000 72000 207819 196907 X 47201722 52623335 47201722 52623335 47409541 52820242 47201722 -1101751 6523364 52623335 0 52623335 PUBLICLY TRADED SECURITIES P 2017-01-01 2017-12-31 17023530 16801804 221726 221726 221726 0 2479838 46159354 0.053723 2409512 50123726 0.048071 2379797 48482108 0.049086 2387620 47659896 0.050097 2299567 48364022 0.047547 0.248524 0.049705 50435007 2506872 8820 2515692 2540172 X 8820 0 8820 0 8820 16927 5000 0 21927 0 13107 13107 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 CHRISTINE BURROUGHS 1760 THE ALAMEDA SAN JOSE CA 95126 CHAIRMAN 2.00 5000 0 0 DAVID HEIMAN 1760 THE ALAMEDA SAN JOSE CA 95126 VICE CHAIRMAN 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 SONYA ARRIOLA 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 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 5000 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 85060 0 0 NONE 0 NONE 0 0 34453841 423062 16326150 51203053 0 0 51203053 768046 50435007 2521750 2521750 8820 8820 2512930 0 2512930 0 2512930 2540172 0 2540172 8820 2531352 2512930 2063801 0 0 2540172 2063801 0 0 476371 0 0 0 0 0 0 0 0 2036559 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 BOARD MEMBER 501(C)(3) CHARTER SCHOOLS IN ALUM ROCK, FRANKLIN MCKINLY, AND SAN JOSE UNIFIED SCHOOL DISTRICTS. 50000 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 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. 32000 ALUM ROCK COUNSELING CENTER 777 NORTH FIRST STREET SAN JOSE CA 95112 NONE 501(C)(3) OCALA MIDDLE SCHOOL MENTORING AND SUPPORT SERVICES PROGRAM. 35000 ALUM ROCK EDUCATION FOUNDATION PO BOX 56178 SAN JOSE CA 95156 NONE 501(C)(3) EAST SIDE COMMUNITY ARTS SUMMER PROGRAM 10000 ARCHBISHOP MITTY HIGH SCHOOL 5000 MITTY WAY SAN JOSE CA 95129 NONE 501(C)(3) GRANT: SCHOLARSHIPS FOR LOW-INCOME STUDENTS WHO QUALIFY FOR MAXIMUM FINANCIAL AID. 30000 ART IN ACTION 3925 BOHANNON DRIVE NUMBER 300 MENLO PARK CA 94025 NONE 501(C)(3) K-8 VISUAL ARTS PROGRAM ALUM ROCK SCHOOL DISTRICT AND 10 AFTER SCHOOL SITES. 25000 ASPIRANET - MOUSE SQUAD 400 OYSTER POINT BLVD SUITE 501 SOUTH SAN FRANCISCO CA 94080 NONE 501(C)(3) ONLINE CURRICULUM PROJECT BASED ACTIVITIES FOR LOW-INCOME STUDENTS. 20000 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. 20000 BOYS AND GIRLS CLUB OF SILICON VALLEY 518 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) SUMMER ENRICHMENT PROGRAM 80000 BREAKTHROUGH SILICON VALLEY 1635 PARK AVE SAN JOSE CA 95126 NONE 501(C)(3) ACADEMIC, COLLEGE READINESS, AND ENRICHMENT FOR STUDENTS. 25000 CHILD ADVOCATES OF SILICON VALLEY 509 VALLEY WAY BUILDING 2 MILPITAS CA 95035 NONE 501(C)(3) GRANT: VOLUNTEER ADVOCATES FOR FOSTER YOUTH 25000 CHILDRENS MUSICAL THEATER 1401 PARKMOOR AVENUE SUITE 100 SAN JOSE CA 95126 BOARD MEMBER 501(C)(3) FREE THEATRE TICKETS AND CAMP SCHOLARSHIPS FOR YOUTH. 40000 CITIZEN SCHOOLS 330 TWIN DOLPHIN DRIVE SUITE 115 REDWOOD CITY CA 94065 NONE 501(C)(3) EXPANDED LEARNING TIME AT ALUM ROCK AREA MIDDLE SCHOOLS 50000 CITY YEAR SAN JOSE 90 NORTH 1ST STREET SAN JOSE CA 95113 NONE 501(C)(3) EXTENDED LEARNING PARTNERSHIPS ALUM ROCK AND EAST SIDE UNION HIGH SCHOOL DISTRICTS. 75000 COLLEGESPRING 1333 BROADWAY 250 OAKLAND CA 94612 NONE 501(C)(3) PREPARE LOW-INCOME STUDENTS TO TAKE THE SAT COLLEGE ENTRANCE EXAMS 15000 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) ART 4 SCHOOLS AT LYNDALE ELEMENTARY SCHOOL. 20000 CONXION TO COMMUNITY 749 STORY ROAD NUMBER 10 SAN JOSE CA 95122 NONE 501(C)(3) BRIGHT FUTURE PROGRAM AT HIGH SCHOOLS: LIFE SKILLS COACHING AND MENTORING. 40000 COUNSELING AND SUPPORT SERVICES FOR YOUTH-CASSY 544 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) SCHOOL-BASED MENTAL HEALTH SUPPORT IN MILPITAS SCHOOLS 25000 DIOCESE OF SAN JOSE 1150 NORTH FIRST STREET STE 100 SAN JOSE CA 95112 NONE 501(C)(3) PROVIDE TUITION ASSISTANCE FOR LOW-INCOME STUDENTS AT DREXEL SCHOOL SYSTEM (SKDI). 100000 ELEVATE TUTORING PO BOX 4439 MOUNTAIN VIEW CA 94040 NONE 501(C)(3) SCHOLARSHIPS FOR STUDENTS TUTORING AND MENTORING FOR LOW-INCOME STUDENTS. 25000 EMPLOYER SCHOOL COUNCIL 17508 HIGH ST LOS GATOS CA 95030 NONE 501(C)(3) COLLEGE SCHOLARSHIPS FOR AT-RISK YOUTH 10000 FACING HISTORY AND OURSELVES 300 FRANK H OGAWA PLAZA NUMBER 269 OAKLAND CA 94612 NONE 501(C)(3) PROVIDE FUNDS FOR TITLE 1 SCHOOLS FOR LANGUAGE ARTS RESOURCES EXAMINING ISSUES OF RACE 35000 FAMILY & CHILDREN SERVICES OF SILICON VALLEY 950 W JULIAN STREET SAN JOSE CA 95126 NONE 501(C)(3) TEEN FAMILIES AND SCHOOLS TOGETHER PROGRAM AT ANDREW HILL AND YERBA BUENA HIGH SCHOOLS 20000 FAMILY SUPPORTIVE HOUSING 692 N KING RD SAN JOSE CA 95133 NONE 501(C)(3) SAN JOSE FAMILY SHELTER AFTER-SCHOOL PROGRAM 20000 FRANKLIN-MCKINLEY SCHOOL DISTRICT 645 WOOL CREEK DRIVE SAN JOSE CA 95112 NONE 501(C)(3) SOCCER THEMED SUMMER LITERACY PROGRAM FOR ELEMENTARY SCHOOL YOUTH. 183126 FRESH LIFELINES FOR YOUTH 568 VALLEY WAY MILPITAS CA 95035 NONE 501(C)(3) LEGAL EDUCATION PROGRAM FOR JUVENILE JUSTICE ENGAGED YOUTH IN SANTA CLARA COUNTY 25000 FRIENDS FOR YOUTH 1741 BROADWAY REDWOOD CITY CA 94063 NONE 501(C)(3) MENTORING PROGRAMS AND SKILLS WORKSHOPS 10000 GIRL SCOUTS OF NORTHERN CALIFORNIA 1310 S BASCOM AVE SAN JOSE CA 95128 NONE 501(C)(3) DECISION-MAKING, WELLNESS AND HEALTHY LIFESTYLES PROGRAMS. 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. 25000 GRAIL FAMILY SERVICES 2003 E SAN ANTONIO STREET SAN JOSE CA 95116 NONE 501(C)(3) YES WE CAN READ. CHILDREN'S INITIATIVE. 25000 GUADALUPE RIVER PARK 438 COLEMAN AVENUE SAN JOSE CA 95110 NONE 501(C)(3) ENVIRONMENTAL EDUCATION FIELD TRIPS FOR STUDENTS AT TITLE 1 SCHOOLS 20000 INTERSECTION OF THE ARTS (THE BEAT WITHIN) 901 MISSION STREET 306 SAN FRANCISCO CA 94103 NONE 501(C)(3) WRITING WORKSHOPS FOR YOUTH IN SANTA CLARA COUNTY JUVENILE HALL. 15000 JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA 3003 OAK RD 109 WALNUT CREEK CA 94597 NONE 501(C)(3) FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORK FORCE DEVELOPMENT 10000 JUSTREAD PO BOX 4459 MOUNTAIN VIEW CA 94040 NONE 501(C)(3) LITERACY TUTORING PROGRAM IN MOUNTAIN VIEW SCHOOLS 10000 KIWANIS CLUB FOUNDATION OF LOS ALTOS 2110 GRANT ROAD LOS ALTOS CA 94024 NONE 501(C)(3) ATHLETIC EVENTS FOR CHILDREN WITH PHYSICAL AND MENTAL DISABILITIES. 5000 KIWANIS CLUB FOUNDATION OF SAN JOSE 15030 MONTEBELLO ROAD CUPERTINO CA 95014 BOARD MEMBER 501(C)(3) TURNAROUND SCHOLARSHIP FUNDING FOR AT-RISK YOUTH ATTENDING COLLEGE 75000 LEGACY ACADEMY 420 ALLEGAN CIRCLE SAN JOSE CA 95123 NONE 501(C)(3) STARTUP FUNDING FOR A CHARTER MIDDLE SCHOOL FOR AT RISK STUDENTS. 50000 MENTOR TUTOR CONNECTION PO BOX 1473 LOS ALTOS CA 94023 NONE 501(C)(3) MENTORING SERVICES TO HIGH RISK STUDENTS FROM MOUNTAIN VIEW HIGH SCHOOLS. 15000 MONTALVO ASSOCIATION 15400 MONTALVO ROAD SARATOGA CA 95071 NONE 501(C)(3) PERFORMING ARTS SERIES FOR STUDENTS 15000 MOVIMIENTO DE ARTE Y CULTURA LATINO AM 510 SOUTH FIRST STREET SAN JOSE CA 95113 NONE 501(C)(3) LOW-INCOME LATINO YOUTH LEARN THE LATEST TECHNOLOGY FROM MEDIA MENTORS. 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 24000 MUSIC FOR MINORS 883 NORTH SHORELINE BLVD MOUNTAIN VIEW CA 94043 NONE 501(C)(3) GRANT: VOLUNTEER LED MUSIC EDUCATION 20000 NEW TEACHER CENTER 110 COOPER STREET 500 SANTA CRUZ CA 95060 NONE 501(C)(3) PROFESSIONAL LEARNING COMMUNITIES FOR TEACHER-FACILITATORS AND COACHES. 25000 PRESENTATION HIGH SCHOOL 2281 PLUMMER AVENUE SAN JOSE CA 95125 NONE 501(C)(3) SCHOLARSHIPS FOR LOW INCOME STUDENTS. 44000 READING PARTNERS 600 VALLEY WAY MILPITAS CA 95125 NONE 501(C)(3) LITERACY FOR KINDERGARTEN THROUGH FOURTH GRADE STUDENTS IN SANTA CLARA COUNTY. 15000 SACRED HEART COMMUNITY SERVICES 1381 SOUTH FIRST STREET SAN JOSE CA 95110 NONE 501(C)(3) SUMMER AND AFTER SCHOOL YOUTH EDUCATION PROGRAMS. 48194 SAN JOSE JAZZ 145 W SAN CARLOS ST SAN JOSE CA 95113 NONE 501(C)(3) PROGRESSIONS MUSIC PROGRAM AT FRANKLIN MCKINLEY SCHOOL DISTRICT. 35000 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 25000 SCHOOL OF ARTS AND 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 SILICON VALLEY CHILDREN'S FUND 1871 THE ALAMEDA 335 SAN JOSE CA 95126 NONE 501(C)(3) COLLEGE SCHOLARSHIPS, EMPLOYMENT AND SUPPORT FOR FOSTER YOUTH 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 SILICON VALLEY URBAN DEBATE LEAGUE 930 PALO ALTO AVENUE PALO ALTO CA 94301 NONE 501(C)(3) COMPETITIVE DEBATE PROGRAM IN EAST SAN JOSE HIGH SCHOOLS. 25000 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 30000 SPRINGBOARD COLLABORATIVE 1500 JOHNN F KENNEDY BOULEVARD PHILADELPHIA PA 19102 NONE 501(C)(3) SUMMER LITERACY PROGRAM FOR KINDERGARTEN THROUGH THIRD GRADE STUDENTS. 75000 STARTING ARTS 525 PARROTT ST SAN JOSE CA 95112 NONE 501(C)(3) PRESENTATION OF IN-SCHOOL OPERA PRODUCTION AT LOW-INCOME SCHOOLS 15000 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. 25000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET OAKLAND CA 94607 NONE 501(C)(3) ENCOURAGE COLLEGE FOR LOW-INCOME STUDENTS. 30000 THE TABARD THEATRE COMPANY 4961 EAST ACOMA DRIVE SCOTTSDALE AZ 85255 NONE 501(C)(3) AFTER-SCHOOL THEATER PROGRAM FOR LOW-INCOME STUDENTS 10000 THE 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 THIRD STREET COMMUNITY CENTER 160 N THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) AFTER-SCHOOL ACADEMIC PROGRAMS 50000 UPLIFT FAMILY SERVICES 251 LLEWELLYN AVENUE CAMPBELL CA 95008 NONE 501(C)(3) ADDICTION PREVENTION SERVICES (APS) PROGRAM, EDUCATING ON SUBSTANCE USE. 35000 VALDES MATH FOUNDATION 4848 SAN FELIPE RD 150-213 SAN JOSE CA 95135 NONE 501(C)(3) SUMMER REMEDIAL MATH PROGRAM FOR MIDDLE SCHOOL STUDENTS IN EAST SAN JOSE 35000 VIA SERVICES 2851 PARK AVENUE SANTA CLARA CA 95050 BOARD MEMBER 501(C)(3) ADAPTED ART CURRICULUM FOR SPECIAL NEEDS YOUTH 50000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF SILICON VALLEY 80 SARATOGA AVE SANTA CLARA CA 95051 NONE 501(C)(3) SUMEMR LITERACY PROGRAM 80336 YWCA SILICON VALLEY 375 SOUTH THIRD STREET SAN JOSE CA 95112 NONE 501(C)(3) TECHGYRLS AFTER SCHOOL AND SUMMER STEM PROGRAM 20000 2276656 0 14 556186 16 356753 18 221726 0 1134665 0 1134665 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 22204 575 18378 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 415 SL 3.000000000000 444 0 NEW IPADS 2017-02-27 548 SL 3.000000000000 269 0 FIXED INCOME 7218699 7218699 EQUITIES 21476663 21476663 REAL ESTATE FMV 16318094 16318094 ALTERNATIVE INVESTMENTS FMV 7361483 7361483 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 859 472 NEW IPADS 548 269 279 OTHER ASSETS 7305 7305 7305 INSURANCE 2963 77 2452 OFFICE EXPENSE 18113 470 14992 MISCELLANEOUS 950 25 786 RENTAL EXPENSES 80086 80086 0 RENTAL EXPENSES 228067 228067 0 RENTAL EXPENSES 139545 139545 0 UNREALIZED GAINS 6523364 DEFERRED TAX LIABILITY 21000 72000 AUDIT AND TAX PREPARATION 20800 539 17216 INVESTMENT MANAGEMENT 180151 180151 0 REAL ESTATE 0 0 0 FOREIGN TAXES 1637 1637 0 EXCISE 10000 10000 0 DEFERRED EXCISE TAXES 51000 51000 0