2016-07-22T13:17:30-05:00 2015-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 226 Airport Parkway San Jose CA 95110 990PF 2015-01-01 680237238 Leo M Shortino Family Foundation LEOM 4082756306 1760 The Alameda San Jose CA 95126 ELAINE CURRAN EXECUTIVE DIRECTOR 4082756306 2016-07-21 1 Scott R Smead P01208759 4088556770 2015 2016-12-15 16:53:06Z X 47113932 X X 603258 603258 1070617 1070617 169583 640926 13330750 640926 2314801 2314801 156996 3140 149220 40130 401 30900 15566 156 11986 113574 95164 14319 22758 2750 0 1065 583080 6000 60 4620 337811 318139 15026 693900 1002890 226071 2067120 2196560 2761020 1002890 2422631 -446219 1311911 156222 222968 222968 3953111 517418 517418 18074 16431 18074 18074 20008 20857451 16592110 16592110 5310701 7145704 7145704 17892443 22617066 22617066 5686 5094 2801 592 592 4714 0 0 48213882 47113932 47113932 113219 108715 189440 60000 0 56935 302659 225650 X 47911223 46888282 47911223 46888282 48213882 47113932 47911223 -446219 0 47465004 576722 46888282 Publicly traded securities P 2015-01-01 2015-12-31 12550750 12283715 267035 267035 Disposal of Duncanville property P 2015-01-01 2015-12-31 780000 226549 632658 373891 373891 640926 0 2379797 48482108 0.049086 2387620 47659896 0.050097 2299567 48364022 0.047547 2301441 46678912 0.049304 1860640 48101850 0.038681 0.234715 0.046943 50123726 2352958 13119 2366077 2422631 X 13119 0 13119 0 13119 18961 18961 5842 5842 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 3600 0 0 DAVID HEIMAN 1760 THE ALAMEDA SAN JOSE CA 95126 VICE CHAIRMAN 2.00 3600 0 0 LINDA MURRAY 1760 THE ALAMEDA SAN JOSE CA 95126 SECRETARY 2.00 3600 0 0 FRANK BOITANO 1760 THE ALAMEDA SAN JOSE CA 95126 TREASURER 2.00 3200 0 0 Sonya Arriola 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 3200 0 0 GERALD T WADE JR 1760 THE ALAMEDA SAN JOSE CA 95126 BOARD MEMBER 2.00 3600 0 0 Martin Baccaglio 1760 THE ALAMEDA SaN JOSE CA 95126 BOARD MEMBER 2.00 0 0 0 Ricardo Benavidez 1760 THE ALAMEDA SaN JOSE CA 95126 BOARD MEMBER 2.00 2800 0 0 Gary T Shara 1760 THE ALAMEDA San JOSE CA 95126 BOARD MEMBER 2.00 3600 0 0 Elaine Curran 1760 THE ALAMEDA sAN JOSE CA 95126 Executive Director 40.00 129796 0 0 NONE 0 NONE 0 0 35796384 453028 14637619 50887031 0 0 50887031 763305 50123726 2506186 2506186 13119 13119 2493067 0 2493067 0 2493067 2422631 0 2422631 13119 2409512 2493067 2192563 0 0 2422631 2192563 0 0 230068 0 0 0 0 0 0 0 0 2262999 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 Schoolwide Literacy Program for Struggling Readers 50000 AchieveKids 3860 Middlefield Road Palo Alto CA 94303 NONE 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 Social-emotional learning and resiliance program expansion in Sunnyvale schools 10000 Alearn 3777 Stevens Creek Blvd South 330 Santa Clara CA 95051 NONE Math assistance for underrepresented students in Santa Clara County schools 30000 Alearn 3777 Stevens Creek Blvd South 330 Santa Clara CA 95051 NONE Math assistance for underrepresented students in Santa Clara County schools 2000 Alum Rock Counseling Center 777 North First Street San Jose CA 95112 NONE Grant: Ocala Middle School Mentoring and Support Services Program 35000 Archbishop Mitty High School 5000 Mitty Way San Jose CA 95129 NONE Grant: Two One Year Scholarships 30000 Art In Action 3925 Bohannon Drive 300 Menlo Park CA 94025 NONE Comprehensive K-8 visual arts program in three Santa Clara schools in the Alum Rock district. 20000 Aspiranet - Mouse Squad 400 Oyster Point Blvd South San Francisco CA 94080 NONE Online curriculum and project based activities in STEM for low-income students at Eastside Alliance 10000 Bellarmine College Prep 960 West Hedding Street San Jose CA 95126 NONE Grant: Scholarships for Low-Income Students 47000 BELL (Building Educated Leaders for Life) 60 Clayton Street Dorchester MA 02122 NONE Summer academic program for students at two low-income schools in San Jose. 20000 Books Aloud Inc P O Box 5731 San Jose CA 951505731 NONE 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 Grant: Summer Camp 80000 Breakthrough Silicon Valley 1635 Park Ave San Jose CA 95126 NONE Middle and High academic support program 25000 Catholic Charities of Santa Clara County 460 Race Street San Jose CA 95126 NONE Summer literacy and enrichment program for 60 3rd-5th graders at Santee Elementary reading below gra 25000 Center for Volunteer & Nonprofit Leadership 65 Mitchell Blvd Suite 101 San Rafael CA 94903 NONE To support volunteers who provide tutoring to Santa Clara County students, visit incarcerated teens 2500 Child Advocates 509 Valley Way Milpitas CA 95035 NONE Grant: Volunteer Advocates for Foster Youth 25000 Children's Discovery Museum of San Jose 180 Woz Way San Jose CA 95110 NONE Digital media and service learning program for youth from diverse social, economic, and ethnic backg 25000 Children's Musical Theater 1401 Parkmoor Avenue Suite 100 San Jose CA 95126 NONE Grant: Community Access Programs for 2012/2013 Performance Season 35000 Citizen Schools 330 Twin Dolphin Drive Suite 115 Redwood City CA 94065 NONE Expanded Learning Time at Joseph George Middle School 50000 City Year San Jose 90 North 1st Street San Jose CA 95113 NONE Grant: Middle School Extended learning Program in Alum Rock 75000 Community Health Awareness Council 711 Church St Mountain View CA 94041 NONE Counseling services for children in Sunnyvale Schools 25000 Community School of Music Art 230 San Antonio Cir Mountain View CA 94040 NONE Art4Schools at Lyndale Elementary School 20000 ConXin To Community 749 Story Road 10 San Jose CA 95122 NONE Bright Future program at Overfelt and Yerba Buena high schools: life skills coaching and mentoring t 40000 Cristo Rey San Jose 1390 5 Wounds Lane San Jose CA 95116 NONE Student scholarships. 50000 Cristo Rey San Jose 1390 5 Wounds Lane San Jose CA 95116 NONE Student scholarships. 50000 Diocese of San Jose 1150 North First Street Ste 100 San Jose CA 95112 NONE Provide Tuition Assistance for low-income students enrolled in the Drexel School System (SKDI). 50000 East Side Community Arts 2400 Moorpark Ave Suite 207 San Jose CA 95128 NONE Provide 2- and 4-week, half-day summer arts camp for 8-14 year old students in East San Jose. 8000 Elevate Tutoring PO Box 4439 Mountain View CA 94040 NONE Tutoring and mentoring for students at Andrew Hill High School 15000 Employer School Council 17508 High St Los Gatos CA 95030 NONE College scholarships for at-risk youth 10000 EMQ Families First 215 Llewallyn Avenue Campbell CA 95008 NONE Grant: Addiction Prevention Services in Alum Rock Schools 35000 Family & Children Services 950 W Julian Street San Jose CA 95126 NONE 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 San Jose Family Shelter After-School Program 20000 Fresh Lifelines for Youth 568 Valley Way Milpitas CA 95035 NONE Grant: Legal Eagle Program in Santa Clara County 35000 Girl Scouts of Northern California 1310 S Bascom Ave San Jose CA 95128 NONE Decision-making/wellness/ healthy lifestyles programs 25000 Grail Family Services 2003 E San Antonio Street San Jose CA 95116 NONE Yes We Can. READ! Children's Initiative 25000 Guadalupe River Park 438 Coleman Avenue San Jose CA 95110 NONE Educational field trips for students at Title 1 schools 20000 Juma Ventures 131 Steuart Street 201 San Francisco CA 94105 NONE Pathways program: employ low-income students, build their financial capability and college savings, 25000 JustREAD PO Box 4459 Mountain View CA 94040 NONE Literacy Tutoring Program 10000 JustREAD PO Box 4459 Mountain View CA 94040 NONE Literacy Tutoring Program 10000 Kiwanis Club of Los Altos 2110 Grant Road Los Altos CA 94024 NONE 2017 Special Games; a day of athletic events for children with physical and mental disabilities in g 5000 Kiwanis Club of San Jose Foundation 15030 Montebello Road Cupertino CA 95014 NONE Grant: Turn Around Scholarships for at Risk Youth 75000 Kiwanis Club of San Jose Foundation 15030 Montebello Road Cupertino CA 95014 NONE To support the 2016 annual fundraising event in support of the Turnaround Scholarship. 5000 Kiwanis Club of San Jose Foundation 15030 Montebello Road Cupertino CA 95014 NONE To support the 2015 annual fundraising event in support of the Turnaround Scholarship. 5000 Montalvo Association 15400 Montalvo Road Saratoga CA 95071 NONE Performing arts serires for students 10000 Morgan Autism Center 2280 Kenwood Avenue San Jose CA 95128 NONE Individualized, high-quality educational programming for children with autism spectrum disorders, pa 10000 Movimiento de Arte y Cultura Latino Am 510 South First Street San Jose CA 95113 NONE DMC Studio: provide low-income Latino youth the opportunity to learn the latest technology from medi 25000 Mt View-Los Altos Community Scholars 183 Hillview Avenue Los Altos CA 94022 NONE Grant: College Scholarships for at Risk Youth 24000 Music for Minors 883 North Shoreline Blvd Mountain View CA 94043 NONE Grant: Volunteer Led Music Education 20000 Norte Dame High School 596 S Second St San Jose CA 95112 NONE Tuition assistance for low-income students 35000 O'Neal Sea Odssey 2222 East Cliff Drive Suite 222 Santa Cruz CA 95062 NONE Community service, ocean-going field trip and classroom science curriculum for Santa Clara County st 10000 Peninsula College Fund 330 Twin Dolphin Drive Suite 131 Redwood City CA 94065 NONE College Scholarships for Low-Income Students 10000 Presentation High School 2281 Plummer Avenue San Jose CA 95125 NONE Grant: Scholarships for Low-Income Students 44000 Reading Partners 2281 Plummer Avenue San Jose CA 95125 NONE Grant: Scholarships for Low-Income Students 15000 Regents of the Univ of California 1111 franklin Street Oakland CA 94607 NONE UC Berkeley Destination College Advising Corps (DCAC): encourage college for low-income students. 30000 Sacred Heart Community Service 1381 South First Street San Jose CA 95110 NONE Youth Education Programs 20000 Sacred Heart Nativity School 310 Edwards Ave San Jose CA 95110 NONE Grant: tuition Assistance for Low-Income Students 30000 San Jose Jazz 145 W San Carlos St San Jose CA 95113 NONE Progressions music program at Franklin-McKinley School District 30000 San Jose Museum of Art 110 S Market Street San Jose CA 95110 NONE Sowing Creativity integrated arts, social studies, science, technology program for 3rd grade student 25000 School of Arts & Culture of Mexican Hert 1700 Alum Rock Avenue San Jose CA 95116 NONE Grant: Arts Education Summer Camps and After School Programs 50000 Silicon Valley Children's Fund 1871 The Alameda 335 San Jose CA 95126 NONE College scholarships and support for foster youth 20000 silicon Valley De-Bug 701 Lenzen Avenue San Jose CA 95126 NONE Multimedia arts workshops for at-risk youth at Title 1 schools 15000 Silicon Valley Education Foundation 1400 Parkmoor Avenue 200 San Jose CA 95126 NONE Implement Professional Learning Communities in Eastside Alliance school districts 50000 Silicon Valley Faces 777 North First Street Suite 220 San Jose CA 95112 NONE 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 Competitive debate program at Overfelt, Silver Creek and Oak Grove high schools. 10000 SOMOS Mayfair 370-B S King Road San Jose CA 95116 NONE In Our Hands, Bridge to Kindergarten, and Raising a Reader programs 30000 Stanford University 450 Serra Mall Stanford CA 94305 NONE Raising Interest in Science & Engineering (RISE) Summer Internship Program for high school students. 10000 Sunrise Middle School 4960 East Acoma Drive Scottsdale AZ 85254 NONE After school program blending computer adaptive instruction with mentoring for academically at-risk 10000 Tech Museum 201 S Market Street San Jose CA 95113 NONE STEM focused Tech Academies of Innovation program at low-income schools 25000 Teen Success 576 Valley Way Milpitas CA 95035 NONE Support group for teen mothers to finish high school and become independent 25000 TeenForce 1080 North 7th Street San Jose CA 95112 NONE Foster Youth Employment Program 25000 The Beat Within PO Box 34310 San Francisco CA 94134 NONE Writing workshops for youth in Santa Clara County Juvenile Hall 15000 Third Street Community Center 160 N Third Street San Jose CA 95112 NONE After-school academic programs 20000 Unity Care Group 1400 Parkmoor Avenue Suite 115 San Jose CA 95126 NONE School-linked educational and family wellness program at Oak Grove High School 12500 Valds Math Foundation 4848 San Felipe Rd 150-213 San Jose CA 95135 NONE Summer Remedial Math program for students in East San Jose 35000 Via Services 2851 Park Avenue Santa Clara CA 95050 NONE Grant: Healthy Living Initiative at Via West 50000 YWCA 375 South Third Street San Jose CA 95112 NONE Grant: Cultural and Educational Opportunities for High Risk Students 20000 Alum Rock School District 2930 Gay Avenue San Jose CA 95127 None School and district transformation 67400 Partners in School Innovation 1060 Tennessee St 2nd Floor San Francisco CA 94107 None Grant: Alum Rock School and District Initiative 107000 Kiwanis Club of Los Altos 2110 Grant Road Los Altos CA 94024 None Special Games 5000 Triton Museum of Art 1505 Warburton Avenue Santa Clara CA 95050 NonE Art Reach after school programin Santa Clara Unified School District 7160 2196560 Legacy Academy 420 Allegan Circle San Jose CA 95123 NONE Startup funding for a charter middle school for at-risk students and those involved in the juvenile 50000 Facing History and Ourselves 300 Frank H Ogawa Plaza 269 Oakland CA 94612 NONE Provide students at Title 1 San Jose schools with Language Arts resources examining issues of race, 7120 57120 14 603258 16 169583 18 640926 0 1413767 0 1413767 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15566 156 11986 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 1245 SL 3.000000000000 0 0 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 1134 SL 3.000000000000 264 0 Elaine's computer 2014-03-31 1470 368 SL 3.000000000000 311 0 Kim's Computer 2014-03-31 1913 478 SL 3.000000000000 490 0 Fixed Income 7145704 7145704 EQUITIES 16592110 16592110 REAL ESTATE FMV 14637319 14637319 ALTERNATIVE INVESTMENTS FMV 7979747 7979747 computer 1245 1245 0 Sony Vaio and accessories 1144 1144 0 Dell Tower and accessories 1675 1675 0 2 iPads 1398 1398 0 Elaine's computer 1470 679 791 Kim's Computer 1913 968 945 RENTS RECEIVABLE 4714 Book to tax difference on gain of Duncanville Property 319490 UNREALIZED GAINS 213232 Change in excise taxes 44000 INSURANCE 1750 18 1348 OFFICE EXPENSE 15818 144 11915 MISCELLANEOUS 2289 23 1763 Rental expenses 78268 78268 0 Rental expenses 14406 14406 0 rental expenses 170539 170539 0 Rental expenses 54741 54741 0 Security deposits 0 31935 Deferred tax liability 0 25000 AUDIT AND TAX PREPARATION 18596 186 14319 INVESETMENT MANAGEMENT 92578 92578 0 Real estate 2400 2400 0 Foreign Taxes 2750 2750 0 Excise 20008 0 0