-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
LEO M SHORTINO FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1760 THE ALAMEDA
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN JOSE
,
CA
951261728
A Employer identification number
68-0237238
B
Telephone number (see instructions)
(408) 275-6306
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
56,786,927
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
5,000
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
324,807
324,807
5a
Gross rents
............
1,493,298
1,493,298
b
Net rental income or (loss)
515,721
6a
Net gain or (loss) from sale of assets not on line 10
250,036
b
Gross sales price for all assets on line 6a
5,993,207
7
Capital gain net income (from Part IV, line 2)
...
250,036
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
2,073,141
2,068,141
13
Compensation of officers, directors, trustees, etc.
185,000
7,350
143,617
14
Other employee salaries and wages
......
68,217
3,343
52,036
15
Pension plans, employee benefits
.......
18,369
900
14,012
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
20,432
0
0
c
Other professional fees (attach schedule)
....
251,381
229,081
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
8,344
0
0
19
Depreciation (attach schedule) and depletion
...
1,848
528,921
20
Occupancy
..............
9,000
441
6,865
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
477,905
463,753
7,847
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,040,496
1,233,789
224,377
25
Contributions, gifts, grants paid
.......
3,093,346
3,093,346
26
Total expenses and disbursements.
Add lines 24 and 25
4,133,842
1,233,789
3,317,723
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-2,060,701
b
Net investment income
(if negative, enter -0-)
834,352
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
561,460
171,905
171,905
2
Savings and temporary cash investments
.........
49,811
48,156
48,156
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
17,491,629
20,397,529
20,397,529
c
Investments—corporate bonds (attach schedule)
.......
6,674,415
6,834,156
6,834,156
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
24,251,828
29,315,630
29,315,630
14
Land, buildings, and equipment: basis
12,562
Less: accumulated depreciation (attach schedule)
9,699
4,710
2,863
2,863
15
Other assets (describe
)
14,682
16,688
16,688
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
49,048,535
56,786,927
56,786,927
17
Accounts payable and accrued expenses
..........
139,619
126,078
18
Grants payable
.................
40,000
629,927
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
24,000
210,556
23
Total liabilities
(add lines 17 through 22)
.........
203,619
966,561
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
48,844,916
55,820,366
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
48,844,916
55,820,366
30
Total liabilities and net assets/fund balances
(see instructions)
.
49,048,535
56,786,927
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
48,844,916
2
Enter amount from Part I, line 27a
.....................
2
-2,060,701
3
Other increases not included in line 2 (itemize)
3
9,207,151
4
Add lines 1, 2, and 3
..........................
4
55,991,366
5
Decreases not included in line 2 (itemize)
5
171,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
55,820,366
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
2019-01-01
2019-12-31
b
MEZZANINE PRIVATE INVESTORS OFFSHORE III, LP
P
2019-01-01
2019-12-31
c
VINTAGE 2013 PRIVATE INVESTMENTS OFFSHORE, LP
P
2019-01-01
2019-12-31
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
4,395,414
4,219,678
175,736
b
566,395
562,983
3,412
c
1,031,398
960,510
70,888
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
175,736
b
3,412
c
70,888
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
250,036
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
2,625,733
51,281,460
0.051202
2017
2,531,352
50,435,007
0.050190
2016
2,479,838
46,159,354
0.053723
2015
2,409,512
50,123,726
0.048071
2014
2,379,797
48,482,108
0.049086
2
Total
of line 1, column (d)
.....................
2
0.252272
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.050454
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
54,106,546
5
Multiply line 4 by line 3
......................
5
2,729,892
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
8,344
7
Add lines 5 and 6
........................
7
2,738,236
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,317,723
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
8,344
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
8,344
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
8,344
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
15,393
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
15,393
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
7,049
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
7,049
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.SHORTINO.ORG
14
The books are in care of
THE FOUNDATION
Telephone no.
(408) 275-6306
Located at
1760 THE ALAMEDA
SAN JOSE
CA
ZIP+4
951261728
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
DAVID HEIMAN
CHAIRMAN
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
SONYA ARRIOLA
VICE CHAIR
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
FRANK BOITANO
TREASURER
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
LINDA MURRAY
BOARD MEMBER
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
GERALD T WADE JR
BOARD MEMBER
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
GARY T SHARA
BOARD MEMBER
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
CHRISTINE BURROUGHS
BOARD MEMBER
2.00
5,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
TAMARA ALVARADO
EXECUTIVE DIRECTOR
40.00
150,000
0
0
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
34,467,334
b
Average of monthly cash balances
.......................
1b
303,170
c
Fair market value of all other assets (see instructions)
................
1c
20,160,000
d
Total
(add lines 1a, b, and c)
.........................
1d
54,930,504
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
54,930,504
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
823,958
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
54,106,546
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,705,327
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,705,327
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,344
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,344
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,696,983
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,696,983
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,696,983
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
3,317,723
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
3,317,723
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
8,344
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,309,379
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,696,983
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
1,951,617
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,317,723
a
Applied to 2018, but not more than line 2a
1,951,617
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
1,366,106
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
1,330,877
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TAMARA ALVARADO
1760 THE ALAMEDA
SAN JOSE
,
CA
95126
(408) 275-6306
b
The form in which applications should be submitted and information and materials they should include:
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.
c
Any submission deadlines:
A LETTER OF INTENT IS REQUIRED 60 DAYS AND A GRANT PROPOSAL 30 DAYS PRIOR TO ANY BOARD MEETING
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
FRANKLIN - MCKINLEY SCHOOL DISTRICT
645 WOOL CREEK ROAD
SAN JOSE
,
CA
95112
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
184,077
BOYS & GIRLS CLUBS OF SILICON VALLEY
518 VALLEY WAY
MILPITAS
,
CA
95035
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM
165,000
CRISTO REY SAN JOSE JESUIT HIGH SCHOOL
1390 FIVE WOUNDS LANE
SAN JOSE
,
CA
95116
NONE
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
145,328
ACE CHARTER SCHOOL
1100 SHASTA AVENUE 250
SAN JOSE
,
CA
95126
BOARD MEMBER
501(C)(3)
CAPITAL TO SUPPORT CONSTRUCTION OF HIGH SCHOOL
100,000
PIVOTAL
75 E SANTA CLARA STREET SUITE 1450
SAN JOSE
,
CA
95113
NONE
501(C)(3)
1:1 ACADEMIC AND EMPLOYMENT COACHING, FREE TUTORING AND PAID SUMMER INTERNSHIPS FOR FOSTER YOUTH ATTENDING COMMUNITY COLLEGE
100,000
SCHOOL OF ARTS AND CULTURE AT MHP
1700 ALUM ROCK AVENUE
SAN JOSE
,
CA
95116
NONE
501(C)(3)
CULTURALLY SPECIFIC ARTS ENGAGEMENT ACTIVITIES AND INSTRUCTION
100,000
SPRINGBOARD COLLABORATIVE
TWO PENN CENTER SUITE 1315
PHILADELPHIA
,
PA
19102
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
100,000
CONXION TO COMMUNITY
749 STORY ROAD SUITE 10
SAN JOSE
,
CA
95122
NONE
501(C)(3)
INTENSIVE LIFE SKILLS COACHING AND MENTORING PROGRAM FOR MARGINALIZED YOUTH
80,000
KIWANIS CLUB OF SAN JOSE FOUNDATION
PO BOX 4855
SAN JOSE
,
CA
951304855
BOARD MEMBER
501(C)(3)
SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS WHO HAVE TURNED THEIR LIVES AROUND AND ARE COLLEGE-BOUND
80,000
YMCA OF SILICON VALLEY
80 SARATOGA AVE
SANTA CLARA
,
CA
95051
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
80,000
CITY YEAR SAN JOSE SILICON VALLEY
1922 THE ALAMEDA SUITE 104
SAN JOSE
,
CA
95126
NONE
501(C)(3)
SCHOOL-DAY AND AFTER-SCHOOL SUPPORT FOR LOW-INCOME STUDENTS
75,000
UPLIFT FAMILY SERVICES
251 LLEWELLYN AVENUE
CAMPBELL
,
CA
95008
NONE
501(C)(3)
TRUANCY REDUCTION COUNSELING & CASE MANAGEMENT SERVICES
70,000
SACRED HEART NATIVITY SCHOOLS
310 EDWARDS AVE
SAN JOSE
,
CA
95110
NONE
501(C)(3)
ACADEMIC SUPPORT PROGRAM FOR LOW-INCOME YOUTH
60,000
SILICON VALLEY EDUCATION FOUNDATION
1400 PARKMOOR 200
SAN JOSE
,
CA
95126
NONE
501(C)(3)
SUMMER PROGRAM FOR AT-RISK STUDENTS FROM LOW INCOME AND UNDERSERVED BACKGROUNDS.
60,000
UC BERKELEY CENTER FOR EDUCATIONAL PARTNERSHIPS
2150 KITTREDGE STREET SUITE 4C
BERKELEY
,
CA
947201060
NONE
501(C)(3)
COLLEGE ADVISING FOR HIGH SCHOOL STUDENTS
60,000
CHAC
590 W EL CAMINO REAL
MOUNTAIN VIEW
,
CA
94040
NONE
501(C)(3)
MENTAL HEALTH PREVENTION/EARLY INTERVENTION SERVICES FOR YOUTH
50,000
CITIZEN SCHOOLS
330 TWIN DOLPHIN DRIVE SUITE 115
REDWOOD CITY
,
CA
94065
NONE
501(C)(3)
EXTENDED LEARNING OPPORTUNITIES FOR MIDDLE SCHOOL STUDENTS
50,000
CRISTO REY SAN JOSE JESUIT HIGH SCHOOL
1390 FIVE WOUNDS LANE
SAN JOSE
,
CA
95116
NONE
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
50,000
DIOCESE OF SAN JOSE
1200 REDMOND AVENUE
SAN JOSE
,
CA
95120
BOARD MEMBER
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
50,000
DIOCESE OF SAN JOSE
1200 REDMOND AVENUE
SAN JOSE
,
CA
95120
NONE
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
50,000
GIRL SCOUTS OF NORTHERN CA
1310 S BASCOM AVENUE
SAN JOSE
,
CA
95128
NONE
501(C)(3)
YEAR-ROUND PREVENTION AND INTERVENTION PROGRAM FOR YOUNG WOMEN IN HIGH SCHOOL AND IN JUVENILE DETENTION
50,000
MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA (MACLA)
510 S FIRST STREET
SAN JOSE
,
CA
95113
NONE
501(C)(3)
WORKSHOPS AND PRACTICE IN DIGITAL MEDIA AND CULTURE
50,000
VIA SERVICES INC
2851 PARK AVENUE
SANTA CLARA
,
CA
95050
BOARD MEMBER
501(C)(3)
FULLY-INCLUSIVE ARTS, SCIENCE AND OUTDOOR EDUCATION IN THE CANYON FOR YOUTHS WITH DISABILITIES
50,000
MVLA SCHOLARS
183 HILLVIEW AVENUE
LOS ALTOS
,
CA
94022
NONE
501(C)(3)
SCHOLARSHIPS AND MENTORING FOR HIGH SCHOOL AND COLLEGE STUDENTS
48,000
BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STREET
SAN JOSE
,
CA
95126
BOARD MEMBER
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
47,000
THIRD STREET COMMUNITY CENTER
160 N THIRD STREET
SAN JOSE
,
CA
95112
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
45,000
PRESENTATION HIGH SCHOOL
2281 PLUMMER AVENUE
SAN JOSE
,
CA
95125
NONE
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
44,000
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET
SAN JOSE
,
CA
95110
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
41,644
CHILDREN'S MUSICAL THEATER
1401 PARKMOOR AVENUE SUITE 100
SAN JOSE
,
CA
95126
BOARD MEMBER
501(C)(3)
THEATER EDUCATION OPPORTUNITIES AND PARTICIPATION SCHOLARSHIPS FOR LOW-INCOME STUDENTS
40,000
GUADALUPE RIVER PARK CONSERVANCY
438 COLEMAN AVE
SAN JOSE
,
CA
95110
NONE
501(C)(3)
OUTDOOR SCIENCE EDUCATION FOR K-8 STUDENTS FROM TITLE ONE SCHOOLS
40,000
ALUM ROCK COUNSELING CENTER
777 N FIRST STREET SUITE 444
SAN JOSE
,
CA
95112
NONE
501(C)(3)
ONE-ON-ONE COUNSELING, MENTORING, LIFE SKILLS TRAINING, CASE MANAGEMENT, AND ACADEMIC SUPPORT FOR MIDDLE SCHOOL STUDENTS
35,000
NOTRE DAME HIGH SCHOOL SAN JOSE
596 S SECOND STREET
SAN JOSE
,
CA
95112
NONE
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
35,000
SAN JOSE JAZZ
38 W SANTA CLARA STREET
SAN JOSE
,
CA
95113
NONE
501(C)(3)
IN-SCHOOL AND AFTER-SCHOOL MUSIC PROGRAM
35,000
SILICON VALLEY FACES
1401 PARKMOOR AVENUE 150
SAN JOSE
,
CA
95126
NONE
501(C)(3)
CAMP FOR HIGH SCHOOL STUDENTS, INCLUDING ACTIVITIES THAT DEVELOP SOCIAL-EMOTIONAL SKILLS LIKE EMPATHY, UNDERSTANDING, FLEXIBILITY, AND CURIOSITY
35,000
BOYS & GIRLS CLUBS OF SILICON VALLEY
518 VALLEY WAY
MILPITAS
,
CA
95035
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
34,147
CATHOLIC CHARITIES OF SANTA CLARA COUNTY
2625 ZANKER RD 200
SAN JOSE
,
CA
951342130
NONE
501(C)(3)
SUMMER ENRICHMENT PROGRAM FEATURING ACADEMIC AND ENRICHMENT ACTIVITIES
32,551
ARCHBISHOP MITTY HIGH SCHOOL
5000 MITTY AVENUE
SAN JOSE
,
CA
95129
NONE
501(C)(3)
SCHOLARSHIPS FOR LOW-INCOME STUDENTS
30,000
SOMOS MAYFAIR
370-B S KING RD
SAN JOSE
,
CA
95128
NONE
501(C)(3)
READING TUTORING FOR ELEMENTARY STUDENTS
30,000
AFRICAN AMERICAN COMMUNITY SERVICES AGENCY
304 N 6TH STREET
SAN JOSE
,
CA
951125266
NONE
501(C)(3)
SCIENCE-TECHNOLOGY-ENGINEERING-ARTS-MATH-EDUCATION PROGRAM
25,000
AMIGOS DE GUADALUPE CENTER FOR JUSTICE AND EMPOWERMENT
1897 ALUM ROCK AVE SUITE 35
SAN JOSE
,
CA
95116
NONE
501(C)(3)
SUMMER ACADEMIC AND ENRICHMENT SUPPORT
25,000
ART IN ACTION
3925 BOHANNON DRIVE SUITE 300
MENLO PARK
,
CA
94025
NONE
501(C)(3)
VISUAL ARTS EDUCATION, TO TEACH CRITICAL THINKING, PROBLEM-SOLVING, AND INNOVATION SKILLS
25,000
BREAKTHROUGH SILICON VALLEY
1635 PARK AVE
SAN JOSE
,
CA
95126
NONE
501(C)(3)
EQUIPPING MIDDLE AND HIGH SCHOOL STUDENTS WITH THE TOOLS AND RESOURCES THEY NEED TO FLOURISH AT A FOUR-YEAR COLLEGE.
25,000
CHILD ADVOCATES OF SILICON VALLEY
509 VALLEY WAY BLDG 2
MILIPITAS
,
CA
95035
NONE
501(C)(3)
SUPPORT FOR COURT-APPOINTED SPECIAL ADVOCATES IN THEIR WORK WITH FOSTER YOUTH TO IMPROVE THEIR ACADEMICS.
25,000
ELEVATE TUTORING
2641 THRASHER LANE
SAN JOSE
,
CA
95125
NONE
501(C)(3)
TUTOR TRAINING AND TUTORING PROGRAM
25,000
FRESH LIFELINES FOR YOUTH
SOBRATO CENTER FOR NONPROFITS 568
VALLEY WAY
MILPITAS
,
CA
95035
NONE
501(C)(3)
LAW-RELATED EDUCATION AND LIFE SKILLS PROGRAMS
25,000
GRAIL FAMILY SERVICES
2003 EAST SAN ANTONIO STREET
SAN JOSE
,
CA
95116
NONE
501(C)(3)
READING TUTORING FOR ELEMENTARY STUDENTS
25,000
SAN JOSE MUSEUM OF ART
110 SOUTH MARKET STREET
SAN JOSE
,
CA
95113
NONE
501(C)(3)
SCIENCE-TECHNOLOGY-ENGINEERING-ARTS-MATH-EDUCATION PROGRAM
25,000
SILICON VALLEY URBAN DEBATE LEAGUE
502 VALLEY WAY
MILPITAS
,
CA
95035
NONE
501(C)(3)
DEBATE TRAINING AND COMPETITIONS FOR UNDERSERVED YOUTH
25,000
THE JOSE VALDES MATH FOUNDATION
PO BOX 26484
SAN JOSE
,
CA
95159
NONE
501(C)(3)
SUMMER MATH INSTRUCTION PROGRAM FOR LOW-INCOME STUDENTS
25,000
THE TECH INTERACTIVE
201 S MARKET ST
SAN JOSE
,
CA
95113
NONE
501(C)(3)
PROFESSIONAL DEVELOPMENT IN ENGINEERING AND COMPUTER SCIENCE TO K-12 EDUCATORS
25,000
PENINSULA COLLEGE FUND
526 VALLEY WAY
MILPITAS
,
CA
95035
NONE
501(C)(3)
SCHOLARSHIPS, MENTORING, AND COLLEGE AND CAREER SUCCESS SUPPORT
24,000
COMMUNITY SCHOOL OF MUSIC AND ARTS
230 SAN ANTONIO CIRCLE
MOUNTAIN VIEW
,
CA
94040
NONE
501(C)(3)
SEQUENTIAL, STANDARDS BASED ART INSTRUCTION FOR ELEMENTARY STUDENTS
20,000
FAMILY & CHILDREN SERVICES OF SILICON VALLEY A DIVISION OF CAMINAR
2600 S EL CAMINO REAL STE 200
SAN MATEO
,
CA
94403
NONE
501(C)(3)
ENGAGEMENT, COACHING, SKILL-BUILDING, AND SUPPORT SOCIAL SUPPORT NETWORKS TO EMPOWER MARGINALIZED TEENS
20,000
FAMILY SUPPORTIVE HOUSING INC
692 N KING ROAD
SAN JOSE
,
CA
95133
NONE
501(C)(3)
INTENSIVE EDUCATIONAL ENRICHMENT PROGRAMMING TO SCHOOL AGED CHILDREN LIVING IN A SHELTER
20,000
JUSTREAD
PO BOX 4459
MOUNTAIN VIEW
,
CA
94040
NONE
501(C)(3)
TUTORING IN MATH AND READING
20,000
MUSIC FOR MINORS
1100 INDUSTRIAL ROAD SUITE 10
SAN CARLOS
,
CA
94070
NONE
501(C)(3)
COMPREHENSIVE, SEQUENTIAL, STATE AND NATIONAL STANDARDS-BASED MUSIC EDUCATION IN ELEMENTARY SCHOOLS
20,000
READING PARTNERS
180 GRAND AVE SUITE 800
OAKLAND
,
CA
94612
NONE
501(C)(3)
ONE-ON-ONE LITERACY TUTORING IN SANTA CLARA COUNTY
20,000
SACRED HEART COMMUNITY SERVICE
1381 SOUTH FIRST STREET
SAN JOSE
,
CA
95110
NONE
501(C)(3)
AFTER-SCHOOL AND SUMMER EXTENDED LEARNING PROGRAM
20,000
THIRD STREET COMMUNITY CENTER
160 N THIRD STREET
SAN JOSE
,
CA
95112
NONE
501(C)(3)
AFTER SCHOOL ACADEMIC PROGRAM
20,000
ACHIEVEKIDS
3860 MIDDLEFIELD ROAD
PALO ALTO
,
CA
94303
NONE
501(C)(3)
CUSTOMIZED EMPLOYMENT TRAINING WITH SUSTAINED AND TARGETED EMPLOYMENT EXPERIENCE FOR AT-RISK, TRANSITION-AGE YOUTH WITH SPECIAL NEEDS.
15,000
BIG BROTHERS BIG SISTERS
65 BATTERY STREET 2ND FLOOR
SAN FRANCISCO
,
CA
94111
NONE
501(C)(3)
MENTORING FOR LOW-INCOME STUDENTS
15,000
COLLEGESPRING
1333 BROADWAY SUITE 250
OAKLAND
,
CA
94612
NONE
501(C)(3)
SAT PREPARATION TO STUDENTS IN SANTA CLARA COUNTY
15,000
COLLEGESPRING
1333 BROADWAY SUITE 250
OAKLAND
,
CA
94612
NONE
501(C)(3)
SAT PREPARATION TO STUDENTS IN SANTA CLARA COUNTY
15,000
GLOBAL GLIMPSE
2991 SHATTUCK AVE 304
BERKELEY
,
CA
94705
NONE
501(C)(3)
AFTER SCHOOL AND SUMMER ENRICHMENT PROGRAMMING FOR LOW-INCOME STUDENTS
15,000
MENTOR TUTOR CONNECTION
P O BOX 1473
LOS ALTOS
,
CA
94023
NONE
501(C)(3)
MENTORING OF HIGH SCHOOL STUDENTS TO PROMOTE SUCCESS IN HIGH SCHOOL AND COLLEGE
15,000
THE BEAT WITHIN A PROGRAM OF INTERSECTION FOR THE ARTS
1446 MARKET STREET
SAN FRANCISCO
,
CA
94102
NONE
501(C)(3)
WRITING AND ART WORKSHOPS FOR INCARCERATED YOUTH
15,000
ACKNOWLEDGE ALLIANCE
2483 OLD MIDDLEFIELD WAY SUITE 201
MOUNTAIN VIEW
,
CA
94043
NONE
501(C)(3)
SOCIAL EMOTIONAL LEARNING CURRICULUM AND STRATEGIES FOR AT-RISK STUDENTS AND THEIR EDUCATORS
10,000
EAST SIDE COMMUNITY ARTS PROGRAM OF ALUM ROCK EDUCATIONAL FOUNDATION
ALUM ROCK EDUCATIONAL FOUNDATION PO
BOX 56178
SAN JOSE
,
CA
951566178
NONE
501(C)(3)
SUMMER ARTS PROGRAM
10,000
EMPLOYER-SCHOOL COUNCIL
1265 WILLOMAR DR
SAN JOSE
,
CA
951181248
NONE
501(C)(3)
SCHOLARSHIPS FOR "AT-RISK" STUDENTS IN ALTERNATIVE SCHOOLS
10,000
FRIENDS FOR YOUTH
1741 BROADWAY
REDWOOD CITY
,
CA
94063
NONE
501(C)(3)
1:1 AND GROUP MENTORING FOR VULNERABLE YOUTH
10,000
JUNIOR ACHIEVEMENT OF NORTHERN CA
3003 OAK ROAD 109
WALNUT CREEK
,
CA
94597
NONE
501(C)(3)
INTERACTIVE PROGRAMS ON FINANCIAL LITERACY, ENTREPRENEURSHIP, AND WORKFORCE DEVELOPMENT
10,000
MONTALVO ASSOCIATION
PO BOX 158
SARATOGA
,
CA
950710158
NONE
501(C)(3)
PERFORMANCE AND FIELD TRIPS FOR UNDERSERVED STUDENTS
10,000
SAN JOSE TAIKO
565 N 5TH ST
SAN JOSE
,
CA
95112
NONE
501(C)(3)
FIELD TRIPS TO TAIKO PERFORMANCES, INCLUDING CURRICULUM GUIDES
10,000
SJDANCECO
7283 CORONADO DRIVE
SAN JOSE
,
CA
95129
NONE
501(C)(3)
LIVE PERFORMANCE OF CONTEMPORARY AND CLASSIC MODERN DANCE WITH LIVE MUSIC IN A THEATRICAL SETTING, FOLLOWED BY AN IN-SCHOOL MOVEMENT/CREATIVE SESSION
10,000
TEATRO VISION
PO BOX 28367
SAN JOSE
,
CA
95159
NONE
501(C)(3)
REDUCED-PRICE WEEKDAY MATINEE AND STUDY GUIDE FOR LOW-INCOME STUDENTS, AND FREE TICKETS FOR FOSTER FAMILIES AND SURVIVORS OF DOMESTIC VIOLENCE.
10,000
THE TABARD THEATRE COMPANY
29 N SAN PEDRO STREET SUITE 200
SAN JOSE
,
CA
95110
NONE
501(C)(3)
AFTER-SCHOOL THEATRE PROGRAM IN WHICH K-5 STUDENTS PRODUCE A MUSICAL OR PLAY.
10,000
OAK GROVE SCHOOL DISTRICT ADOPT-A-COLLEGE PROGRAM
6578 SANTA TERESA BLVD
SAN JOSE
,
CA
95119
NONE
501(C)(3)
PROGRAM TO PROMOTE COLLEGE-GOING CULTURE, INCLUDING SCHOLARSHIPS FOR HIGH SCHOOL SENIORS
7,500
KIWANIS CLUB OF LOS ALTOS FOUNDATION
505 CYPRESS POINT DR 34
MOUNTAIN VIEW
,
CA
94043
NONE
501(C)(3)
ATHLETIC COMPETITION FOR DIFFERENTLY-ABLED CHILDREN
5,000
KIWANIS CLUB OF LOS ALTOS FOUNDATION
505 CYPRESS POINT DR 34
MOUNTAIN VIEW
,
CA
94043
NONE
501(C)(3)
ATHLETIC COMPETITION FOR DIFFERENTLY-ABLED CHILDREN
5,000
SILICON VALLEY EDUCATION FOUNDATION
1400 PARKMOOR 200
SAN JOSE
,
CA
95126
NONE
501(C)(3)
RESOURCES FOR EDUCATORS AND COMMUNITY MEMBERS TO PROMOTE A COLLEGE-GOING CULTURE
2,000
Total
.................................
3a
3,140,247
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
324,807
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
16
515,721
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
250,036
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,090,564
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,090,564
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description