BETA

COMMUNITY FOUNDATION OF SAN CARLOS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF SAN CARLOS (EIN 84-2531005)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-20
IRS object ID
202422649349300432
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-09-20T12:59:58-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943108253PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVOGRADAC & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11435 N MCDOWELL BLVD SUITE 350AddressLine1Txt
CityPETALUMACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94954ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842531005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF SAN CARLOSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone6503959987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 113AddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL CAMPBELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6503959987PhoneNum
Signature2024-09-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE SMITHPreparerPersonNm
PTINP00696626PTIN
Phone4152236130PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL CAMPBELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 113AddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,892,948GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCFSANCARLOS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2019FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH AND COMMUNITY EVENTS.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers33TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$143,967PYContributionsGrantsAmt
CY Contributions Grants$172,606CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$97,272PYInvestmentIncomeAmt
CY Investment Income$308,673CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$241,239PYTotalRevenueAmt
CY Total Revenue$481,279CYTotalRevenueAmt
PY Grants And Similar Paid$109,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$131,210CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,574CYTotalFundraisingExpenseAmt
PY Other Expenses$39,587PYOtherExpensesAmt
CY Other Expenses$48,350CYOtherExpensesAmt
PY Total Expenses$148,587PYTotalExpensesAmt
CY Total Expenses$179,560CYTotalExpensesAmt
PY Revenues Less Expenses$92,652PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$301,719CYRevenuesLessExpensesAmt
Total Assets BOY$2,580,523TotalAssetsBOYAmt
Total Assets EOY$2,860,258TotalAssetsEOYAmt
Total Liabilities BOY$2,994TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,850TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,577,529NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,857,408NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH COMMUNITY EVENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$149,891ExpenseAmt
Grant$131,210GrantAmt
DescTHE COMMUNITY FOUNDATION OF SAN CARLOS SERVES AS A CONNECTOR FOR THE COMMUNITY AND LOCAL ORGANIZATIONS BY IDENTIFYING COMMUNITY NEEDS, SHARING INFORMATION AND RESOURCES. WE ADDRESS IDENTIFIED COMMUNITY NEEDS BY BRINGING TOGETHER LOCAL NONPROFITS, BUSINESSES, SERVICE ORGANIZATIONS, COMMUNITY LEADERS AND DONORS TO CONTRIBUTE TIME, IN-KIND GOODS & SERVICES, AND FINANCIAL RESOURCES TO CREATE SUSTAINABLE SOLUTIONS. THE FOCUS OF 2023 WAS ON SUPPORTING OUR COMMUNITY MEMBERS WHILE CELEBRATING THE RICH AND DIVERSE HERITAGE THAT COMPRISE OUR COMMUNITY. DURING THE FISCAL YEAR WE AWARDED $131,210 GRANTS TO 16 AREA NONPROFITS. IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS SUPPORTED A WIDE VARIETY OF COMMUNITY EVENTS AND CELEBRATIONS INCLUDING PUBLIC ART PROJECTS.Desc
Total Program Service Expenses$149,891TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRIAN BESTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153050538PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 113AddressLine1Txt
CitySAN CARLOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94070ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRIAN BEST
TREASURER6.00Yes (X)Yes (X)$0$0$0
JESSICA YANG
DIRECTOR4.00Yes (X)$0$0$0
MICHAEL CAMPBELL
PRESIDENT6.00Yes (X)Yes (X)$0$0$0
PATRICIA LOVE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LINDA GARVEY
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
SANDY KRAFT
DIRECTOR3.00Yes (X)$0$0$0
WILL STROHL
DIRECTOR3.00Yes (X)$0$0$0
CHRIS TRAN
DIRECTOR2.00Yes (X)$0$0$0
PAIGE SCOTT-SARMIENTO
DIRECTOR1.00Yes (X)$0$0$0
JOSH ZAROOR
DIRECTOR1.00Yes (X)$0$0$0
LENA SILBERMAN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$68,400GovernmentGrantsAmt
All Other Contributions$104,206AllOtherContributionsAmt
Total Contributions$172,606TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$91,697TotalRevenueColumnAmt
Exclusion$91,697ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,628,645SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,411,669SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$216,976SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$216,976TotalRevenueColumnAmt
Exclusion$216,976ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$481,279TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$308,673ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$131,210TotalAmt
Program Services$131,210ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,855TotalAmt
Management And General$2,855ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,971TotalAmt
Management And General$15,971ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,036TotalAmt
Program Services$3,036ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$802TotalAmt
Management And General$802ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,409TotalAmt
Management And General$5,409ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$18,219TotalAmt
Program Services$15,645ProgramServicesAmt
Fundraising$2,574FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,340TotalAmt
Management And General$1,340ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES & SUBSCRIPTIONS$327$327
PAYMENT FEES$253$253
LEGAL & REGULATORY$75$75
BOARD RELATED$63$63

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$179,560TotalAmt
Program Services$149,891ProgramServicesAmt
Management And General$27,095ManagementAndGeneralAmt
Fundraising$2,574FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$119,373BOYAmt
EOY$45,104EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$631BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,460,519BOYAmt
EOY$2,815,154EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,580,523BOYAmt
EOY$2,860,258EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,994BOYAmt
EOY$2,850EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,994BOYAmt
EOY$2,850EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$158,085BOYAmt
EOY$264,776EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,419,444BOYAmt
EOY$2,592,632EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,577,529BOYAmt
EOY$2,857,408EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,580,523BOYAmt
EOY$2,860,258EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$301,719ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$21,840NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,456,922CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$265,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$136,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,967CurrentTaxYearMinus1YearAmt
Current Tax Year$172,606CurrentTaxYearAmt
Total$3,175,871TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,456,922CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$265,785CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$136,591CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,967CurrentTaxYearMinus1YearAmt
Current Tax Year$172,606CurrentTaxYearAmt
Total$3,175,871TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,175,871PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,167CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,663CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,259CurrentTaxYearMinus1YearAmt
Current Tax Year$91,697CurrentTaxYearAmt
Total$268,623TotalAmt
FieldValueIRS element (for citing)
Total Support$3,444,494TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,359,001BeginningYearBalanceAmt
Contributions$27,980ContributionsAmt
Investment Earnings Or Losses$281,447InvestmentEarningsOrLossesAmt
Other Expenditures$117,000OtherExpendituresAmt
Administrative Expenses$15,971AdministrativeExpensesAmt
End Year Balance$2,535,457EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,161,050BeginningYearBalanceAmt
Contributions$39,602ContributionsAmt
Investment Earnings Or Losses$173,047InvestmentEarningsOrLossesAmt
Administrative Expenses$14,698AdministrativeExpensesAmt
End Year Balance$2,359,001EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,483,761BeginningYearBalanceAmt
Contributions$148,163ContributionsAmt
Investment Earnings Or Losses-$214,591InvestmentEarningsOrLossesAmt
Other Expenditures$240,000OtherExpendituresAmt
Administrative Expenses$16,283AdministrativeExpensesAmt
End Year Balance$2,161,050EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,045,069BeginningYearBalanceAmt
Contributions$22,734ContributionsAmt
Investment Earnings Or Losses$471,193InvestmentEarningsOrLossesAmt
Other Expenditures$40,480OtherExpendituresAmt
Administrative Expenses$14,755AdministrativeExpensesAmt
End Year Balance$2,483,761EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$2,000,000ContributionsAmt
Investment Earnings Or Losses$47,427InvestmentEarningsOrLossesAmt
Administrative Expenses$2,358AdministrativeExpensesAmt
End Year Balance$2,045,069EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTO SUPPORT THE ORGANIZATION'S OPERATIONS AND GRANTS IN PERPETUITY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ARBOR BAY SCHOOL
1017 CEDAR STSAN CARLOSCA94070010748214$10,000$0EDUCATION
CALIFORNIA CLUBHOUSE
210 INDUSTRIAL ROAD SUITE 102SAN CARLOSCA94070462909253$10,000$0SERVICES FOR ADULTS WITH PSYCHIATRIC DISABILITIES
EACH GREEN CORNER
PO BOX 764SAN CARLOSCA94070833320257$10,000$0OFFERING EDUCATIONAL PROGRAMS AND BUILDING AND MAINTAINING VEGETABLE GARDENS
FRIENDS FOR YOUTH
3460 W BAYSHORE RD SUITE 203CPALO ALTOCA94303942961034$7,500$0PROVIDING ADULT MENTORS TO TROUBLED YOUTH
HEALTHY CITIES TUTORING
PO BOX 653SAN CARLOSCA94070452543201$10,000$0YOUTH TUTORING
LEARNING HOME VOLUNTEERS
633 QUARRY ROAD SUITE DSAN CARLOSCA94070833036600$10,000$0PREPARING FOR KINDERGARTEN
MELP - ABLECLOSET
1063 SAN CARLOS AVENUESAN CARLOSCA94070271212734$9,000$0OFFERING A MEDICAL EQUIPMENT LENDING PROGRAM
SAN CARLOS CHILDREN'S THEATRE INC
PO BOX 512SAN CARLOSCA94070943165692$10,000$0OFFERING A YOUTH THEATRE PROGRAM
ST VINCENT DE PAUL - SAN CARLOS CONFERENCE
880 TAMARACK AVESAN CARLOSCA94070270334508$10,000$0HELPING LOW-INCOME SAN CARLOS FAMILIES WITH THEIR BASIC NEEDS
THE MULTICULTURAL INSTITUTE
1920 SEVENTH STREETBERKELEYCA94710911823468$10,000$0ASSISTANCE TO IMMIGRANT COMMUNITY
UPWARD SCHOLARS
855 JEFFERSON AVE BOX 506REDWOOD CITYCA94064454128140$10,000$0OFFERING FINANCIAL AND ACADEMIC SUPPORT AND SERVICES TO ADULT COMMUNITY COLLEGE LEARNERS
VILLAGES OF SAN MATEO COUNTY
PO BOX 813SAN CARLOSCA94070473571718$9,000$0ENABLING SENIORS TO AGE IN PLACE

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BEACH MEMBER OF THE BOARD OF DIRECTORS AND THE COMMUNITY FOUNDATION OF SAN CARLOS WAS PROVIDED WITH A COMPLETE COPY OF THE FORM 990 BEFORE IT WAS FILED. THEY WERE ASKED TO BRING FORWARD ANY QUESTIONS THEY MIGHT HAVE AND TO PROVIDE ANY FEEDBACK THEY WISHED.
FORM 990, PART VI, SECTION B, LINE 12CTHE COMMUNITY FOUNDATION OF SAN CARLOS CONFLICT OF INTEREST POLICY STATES, "THE FOUNDATION REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ, UNDERSTOOD AND AGREE TO FOLLOW POLICY AND THAT THEIR DISCLOSURES ARE COMPLETE AND ACCURATE TO THE BEST OF THEIR KNOWLEDGE. DISCLOSURE OF POSSIBLE CONFLICTS SHOULD BE UPDATED AS NEW POSSIBLE CONFLICTS ARISE." IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS BYLAWS PROVIDE THE FOLLOWING IN SECTION 10.3: "THE BOARD SHALL PERIODICALLY REVIEW, NO LESS THAN ANNUALLY, ANY DIRECTOR, OFFICER, AGENT OR EMPLOYEE CONFLICTS OF INTEREST AND SHALL REQUIRE AN ANNUAL CERTIFICATION FROM EACH OF THEM DISCLOSING CONFLICTS OF INTEREST." IN SECTION 10.4: "IF THE BOARD OF DIRECTORS DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, AS THE BOARD MAY DETERMINE AT ITS SOLE DISCRETION."
FORM 990, PART VI, SECTION C, LINE 19THERE HAVE BEEN NO SPECIFIC REQUESTS DURING THE YEAR FOR INSPECTION OF COMMUNITY FOUNDATION OF SAN CARLOS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. IF REQUESTED, THESE DOCUMENTS WOULD HAVE BEEN WILLINGLY SHARED. HOWEVER, WHEN COMMUNITY FOUNDATION OF SAN CARLOS WENT BEFORE THE SAN CARLOS CITY COUNCIL TO PRESENT THE DETAILS OF ITS FORMATION, FORM 1023, THE BYLAWS, THE INVESTMENT POLICY, AND THE GRANTS POLICY WERE PART OF THE COUNCIL'S BOARD PACKETS FOR THE MEETING. THEY WERE ALSO AVAILABLE TO COMMUNITY MEMBERS BY REQUEST TO THE CITY.
FORM 990, SCHEDULE B, DONORS 1, 3 AND 5:DONATONS FROM THESE INDIVIDUALS CAME FROM THEIR DONOR-ADVISED FUNDS ("DAF") AT MAJOR FINANCIAL INSTITUTIONS. THE NAME OF THE DONOR OF THE FUND IS LISTED WITH A DAF DESIGNATION AFTER THE NAME. (IRS HAS NOT YET GIVEN SPECIFIC GUIDANCE ON HOW TO HANDLE DONATIONS OF THIS SORT ON SCHEDULE B.)

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