FARRINGTON HISTORICAL FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FARRINGTON HISTORICAL FOUNDATION (EIN 77-0411342)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202401349349308405
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T16:16:09-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770411342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARRINGTON HISTORICAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PATTY HOLADAY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FARR | BusinessNameControlTxt |
| Phone | 4082648258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 DRY CREEK ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTY HOLADAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4082648258 | PhoneNum |
| Signature | 2024-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATTY | PersonFirstNm |
| Person Last | HOLADAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOU MITTS | PreparerPersonNm |
| PTIN | P00541147 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-04-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATTY HOLADAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 DRY CREEK ROAD | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,494,353 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FARRINGTONFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE FARRINGTON HISTORICAL FOUNDATION IS TO RESTORE AND CONSERVE THE KIRK-FARRINGTON HOUSE AND GROUNDS AS AN EXAMPLE OF SILICON VALLEY'S HISTORIC PAST AND AS THE HOME OF THE JUNIOR LEAGUE OF SAN JOSE WHO IS A BENEFACTOR OF THE FARRINGTON HISTORICAL FOUNDATION. THE FOUNDATION ALSO PROVIDES COMMUNITY GRANTS TO SUPPORT LOCAL NON-PROFIT ENTITIES THAT WORK TO IMPROVE THE QUALITY OF LIFE IN SANTA CLARA COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $100 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,761 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $466,797 | PYInvestmentIncomeAmt |
| CY Investment Income | $361,913 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $466,897 | PYTotalRevenueAmt |
| CY Total Revenue | $364,674 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $249,700 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $253,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $60,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $64,085 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $223,245 | PYOtherExpensesAmt |
| CY Other Expenses | $240,264 | CYOtherExpensesAmt |
| PY Total Expenses | $533,345 | PYTotalExpensesAmt |
| CY Total Expenses | $557,349 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$66,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$192,675 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,793,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,221,334 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,357 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,357 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,786,811 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,214,977 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FARRINGTON HISTORICAL FOUNDATION IS TO RESTORE AND CONSERVE THE KIRK-FARRINGTON HOUSE AND GROUNDS AS AN EXAMPLE OF SILICON VALLEY'S HISTORIC PAST AND AS THE HOME OF THE JUNIOR LEAGUE OF SAN JOSE WHO IS A BENEFACTOR OF THE FARRINGTON HISTORICAL FOUNDATION. THE FOUNDATION ALSO PROVIDES COMMUNITY GRANTS TO SUPPORT LOCAL NON-PROFIT ENTITIES THAT WORK TO IMPROVE THE QUALITY OF LIFE IN SANTA CLARA COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $224,259 | ExpenseAmt |
| Desc | TOTAL EXPENSES NOT GRANT DISTRIBUTIONS. THESE PROGRAM EXPENSES ARE USED TO PRESERVE AND RESTORE THE FARRINGTON HOUSE AND GROUNDS, AND MAINTAIN THE HEADQUARTERS OF THE JUNIOR LEAGUE OF SAN JOSE, A NON-PROFIT ORGANIZATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $253,000 | ExpenseAmt |
| Grant | $253,000 | GrantAmt |
| Desc | GRANT DISTRIBUTIONS.THIS PROGRAM EXPENSE SERVES AS VARIOUS DISTRIBUTIONS MADE TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS THAT SERVE THE LOCAL COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $477,259 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTY HOLADAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082648258 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1615 DRY CREEK RD SAN JOSE CA | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSELLE KRYDER | ||||||
| PRESIDENT | 2.13 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY GIANNINI | ||||||
| VICE PRESIDENT | 0.62 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AL MOORE | ||||||
| SECRETARY | 0.58 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATTY HOLADAY | ||||||
| TREASURER | 1.23 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHERYL CALIGARIS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| KATIE FANOE JAEB | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| LANCE LEW | ||||||
| DIRECTOR | 0.73 | Yes (X) | $0 | $0 | $0 | |
| SHARON WATTS | ||||||
| DIRECTOR | 1.04 | Yes (X) | $0 | $0 | $0 | |
| DIANNE VAN VOORHIS | ||||||
| DIRECTOR & CURATOR | 0.54 | Yes (X) | $0 | $0 | $0 | |
| GINI BOSSENBROEK | ||||||
| DIRECTOR | 0.23 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,761 | AllOtherContributionsAmt |
| Total Contributions | $2,761 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $277,279 | TotalRevenueColumnAmt |
| Exclusion | $277,279 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,214,313 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,129,679 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,634 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,634 | TotalRevenueColumnAmt |
| Exclusion | $84,634 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $364,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,913 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,000 | TotalAmt |
| Program Services | $253,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,531 | TotalAmt |
| Program Services | $29,766 | ProgramServicesAmt |
| Management And General | $29,765 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,554 | TotalAmt |
| Program Services | $2,277 | ProgramServicesAmt |
| Management And General | $2,277 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,293 | TotalAmt |
| Management And General | $18,293 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Management And General | $24,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,940 | TotalAmt |
| Program Services | $1,470 | ProgramServicesAmt |
| Management And General | $1,470 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,544 | TotalAmt |
| Management And General | $2,544 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910 | TotalAmt |
| Program Services | $910 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197 | TotalAmt |
| Program Services | $197 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,037 | TotalAmt |
| Program Services | $13,037 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,738 | TotalAmt |
| Program Services | $11,486 | ProgramServicesAmt |
| Management And General | $252 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| GROUND MAINTENANCE AND | $114,796 | $114,796 |
| UTILITIES | $27,845 | $27,845 |
| HOUSE COMMITTEE | $16,747 | $16,747 |
| TELEPHONE | $5,377 | $5,377 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740 | TotalAmt |
| Program Services | $351 | ProgramServicesAmt |
| Management And General | $1,389 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,349 | TotalAmt |
| Program Services | $477,259 | ProgramServicesAmt |
| Management And General | $80,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $78,274 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,148 | BOYAmt |
| EOY | $20,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,444,676 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $531,044 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,669 | BOYAmt |
| EOY | $913,632 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,725,351 | BOYAmt |
| EOY | $10,209,096 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,793,168 | BOYAmt |
| EOY | $11,221,334 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,357 | BOYAmt |
| EOY | $6,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,357 | BOYAmt |
| EOY | $6,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,786,811 | BOYAmt |
| EOY | $11,214,977 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,786,811 | BOYAmt |
| EOY | $11,214,977 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,793,168 | BOYAmt |
| EOY | $11,221,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$192,675 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $624,009 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,168 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNIOR LEAGUE OF SAN JOSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941720473 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $23,000 | SupportAmt |
| Other Support | $63,669 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $23,000 | SupportSumAmt |
| Other Support Sum | $63,669 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION E, LINE 2A | TO SATISFY THE RESPONSIVENESS TEST, THE JUNIOR LEAGUE OF SAN JOSE APPOINTS ONE MEMBER OF THE GOVERNING BODY OF THE JUNIOR LEAGUE TO SERVE AS A DIRECTOR OF FARRINGTON HISTORICAL FOUNDATION. THE DIRECTORS OF THE FARRINGTON HISTORICAL FOUNDATION AND JUNIOR LEAGUE OF SAN JOSE MAINTAIN A CLOSE WORKING RELATIONSHIP AND BECAUSE OF THIS RELATIONSHIP THE JUNIOR LEAGUE HAS A SIGNIFICANT VOICE ON HOW FARRINGTON HISTORICAL FOUNDATION MANAGES ITS PROPERTY, WHICH IS USED AS A FACILITY FOR JUNIOR LEAGUE. THE PRIMARY PURPOSE OF FARRINGTON HISTORICAL FOUNDATION AND ITS ASSETS IS TO SUPPORT JUNIOR LEAGUE OF SAN JOSE BY MAINTAINING ITS REAL PROPERTY TO PROVIDE A MEETING PLACE AND HEADQUARTERS FOR JUNIOR LEAGUE OF SAN JOSE, IN ADDITIONAL TO FINANCIAL SUPPORT. THE JUNIOR LEAGUE OF SAN JOSE CONDUCTS ITS GENERAL OPERATION AND BOARD MEETINGS AT THE FARRINGTON PROPERTY . WITHOUT THE SUPPORT OF FARRINGTON HISTORICAL FOUNDATION PROPERTY, JUNIOR LEAGUE WOULD NOT HAVE THE FACILITY TO CONDUCT ITS DAY TO DAY OPERATIONS. |
| PART IV, SECTION E, LINE 2B | FARRINGTON HISTORICAL FOUNDATION MAINTAINS THE PROPERTY AT 1615 DRY CREEK ROAD WHICH IS USED BY THE JUNIOR LEAGUE OF SAN JOSE AS A HEADQUARTERS TO CONDUCT GENERAL OPERATIONS AND BOARD MEETINGS. |
| PART IV, SECTION A, LINE 6 | IN ADDITION TO PROVIDING SUPPORT TO THE JUNIOR LEAGUE OF SAN JOSE, FARRINGTON HISTORICAL FOUNDATION ALSO MANAGES AN ENDOWMENT FUND OF WHICH THOSE ASSETS ARE DEDICATED TO PROVIDING GRANTS TO A NUMBER OF OTHER NON-PROFIT CHARITABLE ORGANIZATIONS. THESE GRANTS ARE DETERMINED BY THE GRANT COMMITTEE. |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $708,668 | OtherCostOrOtherBasisAmt |
| Book Value | $708,668 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $713,536 | OtherCostOrOtherBasisAmt |
| Depreciation | $508,572 | DepreciationAmt |
| Book Value | $204,964 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,398 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,074 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,074 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $913,632 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PUBLICLY TRADED SECURITIES | Desc |
| Book Value | $10,209,096 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $10,209,096 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| Amt | $6,357 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,357 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| JUNIOR LEAGUE OF SAN JOSE | ||||||||||
| 1615 DRY CREEK RD | SAN JOSE | CA | 95125 | 941720473 | 501(C) (3) | $23,000 | $63,669 | FMV | FACILITY | FALL 2023 JUNIOR LEAGUE GRANT - ANNUAL GRANT TO SUPPORT THE LEAGUE'S FUNDRAISING ACTIVITIES FOR LOCAL CHARITIES |
| ONE STEP CLOSER THERAPEUTIC RIDING | ||||||||||
| 15770 FOOTHILL AVENUE | MORGAN HILL | CA | 95037 | 161774140 | 501(C) (3) | $20,500 | $0 | EQUINE-ASSISTED PROGRAM FOR VETERANS | ||
| ASHWORTH-REMILLARD HOUSE | ||||||||||
| 975 TRIFONE DRIVE | SAN JOSE | CA | 95117 | 272560689 | 501(C) (3) | $20,000 | $0 | PLUMBING, PLASTER, FENCING UPGRADE, OUTBUILDING PROTECTION FOR A-R HOUSE | ||
| WILDLIFE CENTER OF SILICON VALLEY | ||||||||||
| 3027 PENITENCIA CREEK ROAD | SAN JOSE | CA | 95132 | 770378066 | 501(C) (3) | $20,000 | $0 | WILDLIFE REHABILITATION AND TREATMENT PROJECT | ||
| REBUILDING TOGETHER SILICON VALLEY | ||||||||||
| 1701 SOUTH 7TH STREET 10 | SAN JOSE | CA | 95112 | 770289381 | 501(C) (3) | $15,700 | $0 | SAFE & HEALTHY HOUSING FOR LOW-INCOME SANTA CLARA HOMEOWNERS | ||
| LOS ALTOS HISTORY MUSEUM | ||||||||||
| 51 S SAN ANTONIO ROAD | LOS ALTOS | CA | 94022 | 942542813 | 501(C) (3) | $13,000 | $0 | SHARING ORAL HISTORIES | ||
| GILBERT & SULLIVAN SOCIETY OF SAN JOSE | ||||||||||
| PO BOX 6741 | SAN JOSE | CA | 95150 | 237382448 | 501(C) (3) | $10,000 | $0 | SAN JOSE LIGHT OPERA FESTIVAL 2023 | ||
| GOOD KARMA BIKES | ||||||||||
| 460 LINCOLN AVENUE SUITE 25 | SAN JOSE | CA | 95126 | 271552370 | 501(C) (3) | $10,000 | $0 | 400 BIKES FOR CHILDERN IN NEED | ||
| HUMANE SOCIETY SILICON VALLEY | ||||||||||
| 901 AMES AVE | MILPITAS | CA | 95035 | 941196215 | 501(C) (3) | $10,000 | $0 | KEEPING FAMILIES TOGETHER - PET PANTRY | ||
| WALDEN WEST FOUNDATION | ||||||||||
| 15555 SANBORN ROAD | SARATOGA | CA | 95070 | 770450789 | 501(C) (3) | $10,000 | $0 | OUTDOOR NATURE SCHOOL SCHOLARSHIPS FOR LOW-INCOME STUDENTS | ||
| DOWNTOWN STREETS TEAM SAN JOSE | ||||||||||
| 1671 THE ALAMEDA | SAN JOSE | CA | 95126 | 205242330 | 501(C) (3) | $8,000 | $0 | ENVIRONMENTAL CLEANUP AND SUPPORT OF THE HOMELESS | ||
| LOS GATOS MUSEUM ASSOCIATION | ||||||||||
| PO BOX 1904 | LOS GATOS | CA | 95031 | 941619604 | 501(C) (3) | $8,000 | $0 | ARTNOW: NUMU'S ANNUAL JURIED HIGH SCHOOL ART EXHIBITION | ||
| SAN JOSE WOMEN'S CLUB | ||||||||||
| 75 S 11TH STREET | SAN JOSE | CA | 95112 | 940838510 | 501(C) (3) | $8,000 | $0 | SAN JOSE WOMEN'S CLUB - ADA RAMP INSTALLATION | ||
| CHILDREN'S MUSICAL THEATRE OF SAN JOSE | ||||||||||
| 1545 PARKMOOR AVE | SAN JOSE | CA | 95128 | 237235146 | 501(C) (3) | $7,500 | $0 | CAMP CMT SCHOLARSHIP PROGRAM | ||
| VANGUARD MUSIC AND PERFORMING ARTS | ||||||||||
| 1795 SPACE PARK DRIVE | SANTA CLARA | CA | 95054 | 237073438 | 501(C) (3) | $7,500 | $0 | FUNDING FOR AUDITION AND REHERSAL CAMP - FOOD AND HOUSING | ||
| HISTORY SAN JOSE | ||||||||||
| 1650 SENTER RD | SAN JOSE | CA | 95112 | 237179176 | 501(C) (3) | $7,500 | $0 | RESTORATION OF SAN JOSE-ALVISO "MUD WAGON" STAGE COACH | ||
| SOUTH BAY GUITAR SOCIETY | ||||||||||
| PO BOX 1627 | CUPERTINO | CA | 95015 | 770414012 | 501(C) (3) | $6,000 | $0 | COMMUNITY ENGAGEMENT EXPANSION PROJECT | ||
| VILLAGE HARVEST | ||||||||||
| P O BOX 9231 | SAN JOSE | CA | 95157 | 043718164 | 501(C) (3) | $5,500 | $0 | HERITAGE ORCHARD HARVESTING IN THE VALLEY OF HEART'S DELIGHT | ||
| OPERATION FREEDOM PAWS | ||||||||||
| 13920 LLAGAS AVE | SAN MARTIN | CA | 95046 | 452566382 | 501(C) (3) | $5,300 | $0 | DOG SERVICE PROGRAM - STORM DAMAGE REPAIRS | ||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE GRANT STATUS TRACKING REPORT RECORDS THE AMOUNT REQUESTED, AMOUNT GRANTED, AND THE GRANTEES' ELIGIBILITY FOR THE GRANTS OR ASSISTANCE. WE KEEP A COPY OF EACH APPLICATION, WHICH INCLUDES EACH APPLICANT'S 501C-3 TAX DETERMINATION LETTER OR OTHER EVIDENCE OF TAX EXEMPT STATUS AND SELECTION CRITERIA USED TO AWARD GRANTS AND ASSISTANCE.IN MAKING GRANTS, THE GRANT COMMITTEE FOLLOW'S WRITTEN GUIDELINES LISTED IN THE "GRANT AND GIVING PROCEDURES" UPDATED 3/09. ALL GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT ON THE DISTRIBUTION OF FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - A COPY WAS PROVIDED TO TWO DESIGNATED MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. THE DIRECTORS REVIEWED THE FORM 990 AND PROVIDED A REPORT TO THE REMAINING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD TREASURER IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF OUR ORGANIZATION ARE SUBJECT TO FEDERAL PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. |
| FORM 990, PART XI, LINE 9: | DIVIDENDS RECEIVABLES INCREASE -3,168. |
| FORM 990, PART XII, LINE 2C | NO CHANGES MADE TO OVERSIGHT PROCESS THAT REQUIRE EXPLANATION. |
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