2017-07-19T12:34:22-05:00 2016-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W Taylor Street Suite A San Jose CA 95126 990PF 2016-01-01 680237238 Leo M Shortino Family Foundation LEOM 4082756306 1760 The Alameda San Jose CA 95126 ELAINE CURRAN EXECUTIVE DIRECTOR 4082756306 2017-07-12 1 Scott R Smead P01208759 4088556770 64.62.180.2 2017-07-12 16:04:22 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 EEEF047056F2AE44E0EB80DD14FDEF71645C190F 2016 2021-01-29 14:40:06Z X 47409541 X X 765743 765743 1373314 1373314 288512 443531 27765570 443531 2582588 2582588 176010 13041 125987 44527 4007 30279 15228 1374 10292 125258 106905 13634 2811 2811 0 934 704860 9000 812 6083 407739 382390 18738 781507 1216200 205013 2278489 2288489 3059996 1216200 2493502 -477408 1366388 222968 150137 150137 517418 22780 22780 18074 16592110 19935430 19935430 7145704 6619280 6619280 22617066 20673690 20673690 7021 6102 592 919 919 0 7305 7305 47113932 47409541 47409541 108715 48571 60000 50000 56935 109248 225650 207819 X 46888282 47201722 46888282 47201722 47113932 47409541 46888282 -477408 790848 47201722 0 47201722 Publicly traded securities P 2016-01-01 2016-12-31 27765570 27322039 443531 443531 443531 0 2409512 50123726 0.048071 2379797 48482108 0.049086 2387620 47659896 0.050097 2299567 48364022 0.047547 2301441 46678912 0.049304 0.244105 0.048821 46159354 2253546 13664 2267210 2493502 X 13664 0 13664 0 13664 20842 20842 7178 7178 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 1 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 136010 0 0 NONE 0 NONE 0 0 31951040 273629 14637619 46862288 0 0 46862288 702934 46159354 2307968 2307968 13664 13664 2294304 0 2294304 0 2294304 2493502 0 2493502 13664 2479838 2294304 2262999 0 0 2493502 2262999 0 0 230503 0 0 0 0 0 0 0 0 2063801 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 Acknowledge Alliance 2483 Ole Middlefield Way Suite 208 Mountain View CA 94043 NONE 501(c)(3) Social-emotional learning and resiliance program expansion in Sunnyvale schools 10000 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 Alearn 3777 Stevens Creek Blvd South 330 Santa Clara CA 95051 NONE 501(c)(3) College Day 2016-tools and activities 2000 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 Alum Rock Educational Foundation - East Side Community Arts PO Box 56178 San Jose CA 95156 NONE 501(c)(3) East Side Community Arts Summer Program 8000 Archbishop Mitty High School 5000 Mitty Way San Jose CA 95129 NONE 501(c)(3) Grant: Scholarships for low-income students who qualify for the maximum financial aid. 30000 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. 20000 Aspiranet - Mouse Squad 400 Oyster Point Blvd Suite 501 South San Francisco CA 94080 NONE 501(c)(3) Online curriculum and project based activities in STEM for low-income students at Eastside Alliance 20000 Bellarmine College Prep 960 West Hedding Street San Jose CA 95126 CHANCELLOR 501(c)(3) Grant: Scholarships for Low-Income Students 2016 47000 Bellarmine College Prep 960 West Hedding Street San Jose CA 95126 CHANCELLOR 501(c)(3) Grant: Scholarships for Low-Income Students 2017 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) Summer Enrichment Program 80000 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 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 Children's Discovery Museum of San Jose 180 Woz Way San Jose CA 95110 NONE 501(c)(3) Digital media and service learning program for youth from diverse backgrounds. 25000 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. 40000 City Year San Jose 90 North 1st Street San Jose CA 95113 NONE 501(c)(3) Extended Learning partnership in 12 schools in Alum Rock and East Side Union High School Districts 75000 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 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 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 Cristo Rey San Jose 1390 5 Wounds Lane San Jose CA 95116 BOARD MEMBERS 501(c)(3) Student scholarships 50000 Downtown College Prep 1400 Parkmoor Avenue Suite 206 San Jose CA 95126 NONE 501(c)(3) Grant for capital campaign for development of a new campus for middle and high schools. 125000 Downtown College Prep 1400 Parkmoor Avenue Suite 206 San Jose CA 95126 NONE 501(c)(3) Grant for capital campaign for development of a new campus for middle and high schools. 125000 Elevate Tutoring PO Box 4439 Mountain View CA 94040 NONE 501(c)(3) Tutoring and mentoring for students at 8 schools. 25000 Employer School Council 17508 High St Los Gatos CA 95030 NONE 501(c)(3) College scholarships for at-risk youth 10000 EMQ FamiliesFirst (name change in 2016 to Uplift Family Services) 215 Llewellyn Avenue Campbell CA 95008 NONE 501(c)(3) Grant: Addiction Prevention Services in Alum Rock Schools 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) Baseball-themed summer literacy program for elementary school youth. 116489 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/ 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 juniors and 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) Educational 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) Provide financial literacy, entrepreneurship, and work force development 10000 Kiwanis Club of Los Altos 2110 Grant Road Los Altos CA 94024 NONE 501(c)(3) Special Games: athletic events for children with physical and mental disabilities 5000 Kiwanis Club of San Jose Foundation 15030 Montebello Road Cupertino CA 95014 BOARD MEMBER 501(c)(3) Grant: Turn Around Scholarships for at Risk Youth 75000 Kiwanis Club of San Jose Foundation 15030 Montebello Road Cupertino CA 95014 BOARD MEMBER 501(c)(3) 2016 fundraising event in support of the Turnaround Scholarship. 5000 Montalvo Association 15400 Montalvo Road Saratoga CA 95071 NONE 501(c)(3) Performing arts serires for students 10000 Movimiento de Arte y Cultura Latino Am 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 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 National Alliance on Mental Illness Santa Clara County 1150 S Bascom Avenue 24 San Jose CA 95128 NONE 501(c)(3) Mental Health Awareness Programs for Middle and High School Students and Teachers. 10000 New Teacher Center 110 Cooper Street 500 Santa Cruz CA 95060 NONE 501(c)(3) Professional Learning Communities for teacher-facilitators and coaches in the eight-district East Si 25000 Notre Dame High School 596 S Second St San Jose CA 95112 NONE 501(c)(3) Tuition assistance for low-income students 35000 Notre Dame High School 596 S Second St San Jose CA 95112 NONE 501(c)(3) Tuition assistance for low-income students 35000 O'Neill Sea Odssey 2222 East Cliff Drive Suite 222 Santa Cruz CA 95062 NONE 501(c)(3) Community service, ocean-going field trip and classroom science curriculum for Santa Clara County st 10000 Partners in School Innovation 1060 Tennessee Street San Francisco CA 94107 NONE 501(c)(3) Teacher professional development and summer school for 4th-8th grades. 50000 Presentation High School 2281 Plummer Avenue San Jose CA 95125 NONE 501(c)(3) Grant: Scholarships for Low-Income Students 44000 Resource Area for Teaching RAFT 1355 Ridder Park Drive San Jose CA 95131 NONE 501(c)(3) Student maker space, teacher professional development, and curriculum support. 10000 Reading Partners 2281 Plummer Avenue San Jose CA 95125 NONE 501(c)(3) Literacy intervention for K-4th graders in 12 schools in Santa Clara County. 15000 Regents of the Univ of California 1111 Franklin Street Oakland CA 94607 NONE 501(c)(3) Destination College Advising Corps (DCAC): encourage college for low-income students. 30000 Sacred Heart Community Services 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 PRESIDENT 501(c)(3) Grant: tuition Assistance for Low-Income Students 30000 Sacred Heart Nativity School 310 Edwards Ave San Jose CA 95110 PRESIDENT 501(c)(3) Grant: tuition Assistance for Low-Income Students 30000 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 and support for foster youth 20000 Silicon Valley Creates 38 W Santa Clara Street San Jose CA 95113 NONE 501(c)(3) The Studio network of digital media labs/studios in 16 high school sites in East Side Union High Sch 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. 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 Stanford University 450 Serra Mall Stanford CA 94305 NONE 501(c)(3) Raising Interest in Science & Engineering (RISE) Summer Internship Program for high school students. 10000 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 Sunrise Middle School 4960 East Acoma Drive Scottsdale AZ 85254 NONE 501(c)(3) After school computer adaptive instruction and mentoring for middle school students. 20000 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 TeenForce 1080 North 7th Street San Jose CA 95112 NONE 501(c)(3) Foster Youth Employment Program 25000 Third Street Community Center 160 N Third Street San Jose CA 95112 NONE 501(c)(3) After-school academic programs 20000 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 35000 YWCA Silicon Valley 375 South Third Street San Jose CA 95112 NONE 501(c)(3) TECHGYRLS After-school and summer STEM program 20000 Facing History and Ourselves 300 Frank H Ogawa Plaza 269 Oakland CA 94612 NONE 501(c)(3) Provide funds for Title 1 Schools for Language Arts Resources examining issues of race 10000 2288489 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 enrolled in the Drexel School System (SKDI). 50000 Legacy Academy 420 Allegan Circle San Jose CA 95123 NONE 501(c)(3) Startup funding for a charter middle school for at-risk students and those involved in the juvenile 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 135000 14 765743 16 288512 18 443531 0 1497786 0 1497786 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15228 1374 10292 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 951 SL 3.000000000000 489 0 JEANNE'S COMPUTER 2016-01-01 1334 SL 3.000000000000 445 0 Fixed Income 6619280 6619280 EQUITIES 19935430 19935430 REAL ESTATE FMV 14651569 14651569 ALTERNATIVE INVESTMENTS FMV 6022121 6022121 Sony Vaio and accessories 1144 1144 0 Dell Tower and accessories 1675 1675 0 2 iPads 1398 1398 0 Elaine's computer 1470 1440 30 JEANNE'S COMPUTER 1334 445 889 Other Assets 7305 7305 INSURANCE 1750 156 1183 OFFICE EXPENSE 23781 2088 16023 MISCELLANEOUS 2266 204 1532 Rental expenses 67706 67706 0 rental expenses 191489 191489 0 Rental expenses 120747 120747 0 UNREALIZED GAINS 786848 Change in excise taxes 4000 Security deposits 31935 88248 Deferred tax liability 25000 21000 AUDIT AND TAX PREPARATION 20172 1819 13634 INVESTMENT MANAGEMENT 104986 104986 0 Real estate 100 100 0 Foreign Taxes 2116 2116 0 Excise 695 695 0