2024-11-11T13:45:09-06:00 2024-06-30 942680874 MARTIN STAVOLONE & HUGHES CPA'S PC 1570 THE ALAMEDA STE 306 SAN JOSE CA 951262324 990PF 2023-07-01 942775750 THOMAS AND DONNA WHITNEY EDUCATION FOUNDATION THOM 6509493568 10455 ALBERTSWORTH LANE LOS ALTOS HILLS CA 94024 DONNA WHITNEY PRESIDENT 6509493568 2024-11-11 1 1 ALAN M INOUYE P00086507 4082978830 2023 2024-10-15 13:58:12Z X 932011 X X 36 36 22836 22836 8398 308964 23449 31270 46321 0 0 0 7400 1850 5550 5958 5958 0 586 51 0 178 1 177 14122 7860 5727 55000 55000 69122 7860 60727 -37852 38461 9755 30941 30941 242657 227822 227822 383395 411089 411089 251336 260649 260649 157 157 1221 1510 1510 888364 932011 932011 491 49 491 49 X 887873 931962 0 0 0 0 887873 931962 888364 932011 887873 -37852 81941 931962 0 931962 PUBLICLY TRADED SECURITIES P 40212 40811 -599 -599 PUBLICLY TRADED SECURITIES P 268752 244704 24048 24048 23449 535 0 535 0 535 500 0 0 0 500 0 35 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A DONNA WHITNEY PRESIDENT 6509493568 10455 ALBERTSWORTH LANE LOS ALTOS HILLS CA 94024 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONNA WHITNEY 10455 ALBERTSWORTH LANE LOS ALTOS HILLS CA 94024 PRES, ASST TREAS 1.00 0 0 0 SUZANNE WHITNEY-SMEDT 24950 SOQUEL-SAN JOSE ROAD LOS GATOS CA 95033 VP, SECRETARY 1.00 0 0 0 THOMAS A WHITNEY 24530 MILLER HILL ROAD LOS GATOS CA 95033 TREASURER, ASST SEC 1.00 0 0 0 NONE 0 NONE 0 0 869066 26335 0 895401 0 0 895401 13431 881970 44099 44099 535 535 43564 0 43564 0 43564 60727 0 60727 43564 0 0 16200 16200 60727 0 0 0 43564 17163 0 0 33363 0 0 0 0 0 0 0 33363 16200 17163 DONNA WHITNEY DONNA WHITNEY 10455 ALBERTSWORTH LANE LOS ALTOS HILLS CA 94024 6509493568 DWHITNEY3@AOL.COM 1. BASIC INFORMATION: A. PROJECT DIRECTOR(S) B. TITLE/ASSIGNMENT(S) C. PROJECT STUDENT #; STAFF #; AND AGE LEVEL D. DATES PROJECT BEGINS AND ENDS E. PROJECT SCHOOL OR COMMUNITY, ADDRESS, TELEPHONE AND FAX NUMBERS F. DIRECTOR OF CURRICULUM OR PROGRAMS, TELEPHONE AND FAX NUMBERS G. REQUESTED GRANT AMOUNT AND DATE(S) NEEDED H. DATE OF BOARD MEETING APPROVAL (ATTACH BOARD MINUTES) 2. PROJECT SUMMARY, INCLUDING TITLE OF YOUR PROJECT AND STATEMENT OF THE SPECIFIC PURPOSE/RATIONAL AND CONTENT OF YOUR PROJECT 3. ATTACH YOUR BUDGET AND A COPY OF YOUR 501(C)(3) DOCUMENTATION 4. A LIST OF YOUR BOARD OF DIRECTORS NONE THE FOUNDATION ACCEPTS APPLICATIONS FROM PUBLIC SCHOOL DISTRICTS, OR 501(C)(3) NON-PROFIT ORGANIZATIONS AND UNIVERSITIES WORKING CLOSELY WITH SUCH DISTRICTS. THE FOUNDATION WILL NOT: 1. MAKE GRANTS TO PRIVATE SCHOOLS; 2. SUPPLANT ONGOING FUNDING OBLIGATIONS OF SCHOOL DISTRICTS; 3. GENERALLY MAKE GRANTS TO ONGOING OPERATING BUDGETS; 4. MAKE GRANTS SOLELY FOR ACQUISITION OF EQUIPMENT SUCH AS COMPUTER HARDWARE OR SOFTWARE; 5. FUND PROGRAMS AIMED PRIMARILY AT SERVING THE "SPECIAL EDUCATION" POPULATION; OR 6. SUPPORT FUND RAISING DRIVES OR SPECIAL EVENTS. EL CAMINO HEALTH FOUNDATION 2500 GRANT ROAD MOUNTAIN VIEW CA 94040 RELATIONSHIP: N/A PUBLIC CHARITY PURPOSE: EDUCATION - "ASPIRE, OUTREACH COORDINATOR FOR COMMUNITY ENGAGEMENT" 50000 LAND TRUST OF SANTA CRUZ COUNTY 617 WATER STREET SANTA CRUZ CA 95060 RELATIONSHIP: N/A PUBLIC CHARITY PURPOSE: EDUCATION - "WILD THINGS OF SANTA CRUZ COUNTY" WILDLIFE CONSTRUCTION FOR ANIMALS 5000 55000 0 14 36 14 22836 18 8398 0 31270 0 31270 0 0 0 0 0 0 0 0 0 0 ACCTG FEES - PREP OF NONPROFIT RETURNS 7400 1850 5550 COMMON STOCKS 411089 411089 227822 227822 0 0 ETFS AND REITS FMV 260649 260649 INTEREST RECEIVABLE 1221 1510 1510 CA FORM 199 ANNUAL FILING FEE 25 0 25 ADR FEES 1 1 0 CA REGISTRATION RENEWAL FEE (FORM RRF-1) 25 0 25 CHECKS 127 0 127 UNREALIZED NET GAIN / (LOSS) FROM INVESTMENTS 81941 EXCISE TAX PAYABLE 491 49 INVESTMENT MANAGEMENT 5958 5958 0 EXCISE TAX ON INVESTMENT INCOME 535 0 0 FOREIGN TAXES PAID 51 51 0