Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.

THE SAN JOSE PUBLIC LIBRARY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE SAN JOSE PUBLIC LIBRARY FOUNDATION (EIN 77-0142379)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202423199349317152
Schema version: 2023v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T18:34:52-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	270630496	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHAVAN & ASSOCIATES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15105 CONCORD CIRCLE SUITE 130	AddressLine1Txt
City	MORGAN HILL	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95037	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	770142379	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAN JOSE PUBLIC LIBRARY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SANJ	BusinessNameControlTxt
Phone	4088082174	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 611540	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	951611540	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHANIE BIRONDO	PersonNm
Person Title	MEMBER	PersonTitleTxt
Phone	4088082174	PhoneNum
Signature	2024-08-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SHELDON CHAVAN	PreparerPersonNm
PTIN	P01001593	PTIN
Phone	4082178749	PhoneNum
Preparation	2024-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SCOTT WHELTON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 611540	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	951611540	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$12,039,122	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SJPLF.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1987	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	THE SAN JOS PUBLIC LIBRARY FOUNDATION SUPPORTS EDUCATIONAL PROGRAMS AND RESOURCES THROUGH THE PUBLIC LIBRARY, SCHOOLS, AND COMMUNITY-BASED ORGANIZATIONS, TO CREATE AN EDUCATED, EQUITABLE, EMPOWERED AND ENGAGED COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	54	TotalEmployeeCnt
Total Volunteers	25	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$12,553,278	PYContributionsGrantsAmt
CY Contributions Grants	$5,679,684	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	-$34,172	PYInvestmentIncomeAmt
CY Investment Income	$496,281	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$12,519,106	PYTotalRevenueAmt
CY Total Revenue	$6,175,965	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,930,200	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$2,837,504	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,691,978	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,622,246	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$333,067	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,012,924	PYOtherExpensesAmt
CY Other Expenses	$1,025,444	CYOtherExpensesAmt
PY Total Expenses	$5,635,102	PYTotalExpensesAmt
CY Total Expenses	$6,485,194	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,884,004	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$309,229	CYRevenuesLessExpensesAmt
Total Assets BOY	$16,562,111	TotalAssetsBOYAmt
Total Assets EOY	$16,617,956	TotalAssetsEOYAmt
Total Liabilities BOY	$823,704	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$926,061	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$15,738,407	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$15,691,895	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE SAN JOS PUBLIC LIBRARY FOUNDATION SUPPORTS EDUCATIONAL PROGRAMS AND RESOURCES THROUGH THE PUBLIC LIBRARY, SCHOOLS, AND COMMUNITY-BASED ORGANIZATIONS, TO CREATE AN EDUCATED, EQUITABLE, EMPOWERED AND ENGAGED COMMUNITY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,034,740	ExpenseAmt
Grant	$868,499	GrantAmt
Desc	EDUCATE: THE FOUNDATION SUPPORTS A VARIETY OF EDUCATION AND ENRICHMENT PROGRAMS THAT SERVE RESIDENTS OF ALL AGES, FROM INFANTS TO SENIOR ADULTS, MAKING EVERY LIBRARY A CENTER FOR LIFELONG LEARNING AND INCLUDES THE CODING5K, WEE PROGRAMS, SAN JOSE LEARNS, PARTNERS IN READING, CAREER ONLINE HIGH SCHOOL, AND WORKING SCHOLARS PROGRAMS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$3,013,468	ExpenseAmt
Grant	$1,134,935	GrantAmt
Desc	ENGAGE: THE FOUNDATION ENHANCES THE LIBRARY'S ROLE AS THE HEART OF THE COMMUNITY, STRENGTHENING ITS FUNCTION AS A DEPENDABLE AND VIBRANT NEIGHBORHOOD GATHERING PLACE, A TRUSTED HUB FOR SHARING IDEAS, RESOURCES, AND INFORMATION AND INCLUDES THE BRANCH SUPPORT, ART AND CULTURE, TEENHQ, SUMMER LEARNING, AND SJ ENGAGE PROGRAMS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,211,029	ExpenseAmt
Grant	$834,070	GrantAmt
Desc	EMPOWER: THE FOUNDATION'S PROGRAMS ENVISION TRUE EQUITY BY FORTIFYING COMMUNITY MEMBERS WITH THE KNOWLEDGE AND SKILLS TO ACTIVELY PARTICIPATE IN DEMOCRACY, BOLSTERING THEIR ABILITY TO MOVE ALONG LIFE'S PATH OR TO CHART A NEW COURSE ENTIRELY AND INCLUDES THE SJ ACCESS, SJ ASPIRES, SJPL WORKS, RESILIENCE CORPS, FAMILY, FRIEND, AND NEIGHBOR (FFN) CAREGIVER SUPPORT NETWORK PROGRAMS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$5,259,237	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	16	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	54	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	THE ORGANIZATION	PersonNm
Phone	4088082174	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	150 E SAN FERNANDO ST	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95112	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SCOTT WHELTON
CHAIR	4.00	Yes (X)	Yes (X)	$0	$0	$0
LUPITA GARCIA-REILLEY
VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
REBECCA LEE
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
ROY EITAN
TREASURER	2.00	Yes (X)	Yes (X)	$0	$0	$0
MARCO ALVAREZ
MEMBER	1.00	Yes (X)		$0	$0	$0
STEPHANIE BIRONDO
MEMBER	1.00	Yes (X)		$0	$0	$0
ERICA FENSOM
MEMBER	1.00	Yes (X)		$0	$0	$0
ORIT KEINAN-NAHON
MEMBER	1.00	Yes (X)		$0	$0	$0
HITESH SHAH
MEMBER	1.00	Yes (X)		$0	$0	$0
KIRSTEN SARGINGER
MEMBER	1.00	Yes (X)		$0	$0	$0
DANNE MCLANE JR
MEMBER	1.00	Yes (X)		$0	$0	$0
MERI MABEN
MEMBER	1.00	Yes (X)		$0	$0	$0
JENNIFER LEE
MEMBER	1.00	Yes (X)		$0	$0	$0
MICHELLE PEACOCK
MEMBER	1.00	Yes (X)		$0	$0	$0
REBECCA TURNER
MEMBER	1.00	Yes (X)		$0	$0	$0
PATRICIA WOLFE
MEMBER	1.00	Yes (X)		$0	$0	$0
DAWN COPPIN
CEO	40.00		Yes (X)	$186,625	$0	$11,420
ELIZABETH CHITTY
HIGHLY COMP	35.00			$138,533	$0	$11,313	Yes (X)
JODIE PULLIAM
HIGHLY COMP	40.00			$114,190	$0	$11,898	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$439,348	TotalReportableCompFromOrgAmt
Total Other Compensation	$34,631	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Government Grants	$2,626,500	GovernmentGrantsAmt
All Other Contributions	$3,053,184	AllOtherContributionsAmt
Noncash Contributions	$31,885	NoncashContributionsAmt
Total Contributions	$5,679,684	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$516,948	TotalRevenueColumnAmt
Exclusion	$516,948	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$5,842,490	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,863,157	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$20,667	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$20,667	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$20,667	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,175,965	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$20,667	RelatedOrExemptFuncIncomeAmt
Exclusion	$516,948	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$2,660,054	TotalAmt
Program Services	$2,660,054	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$177,450	TotalAmt
Program Services	$177,450	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$198,046	TotalAmt
Program Services	$132,746	ProgramServicesAmt
Management And General	$46,643	ManagementAndGeneralAmt
Fundraising	$18,657	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,025,795	TotalAmt
Program Services	$1,357,841	ProgramServicesAmt
Management And General	$477,109	ManagementAndGeneralAmt
Fundraising	$190,845	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$173,533	TotalAmt
Program Services	$84,228	ProgramServicesAmt
Management And General	$63,790	ManagementAndGeneralAmt
Fundraising	$25,515	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$224,872	TotalAmt
Program Services	$164,636	ProgramServicesAmt
Management And General	$43,026	ManagementAndGeneralAmt
Fundraising	$17,210	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$90,171	TotalAmt
Program Services	$30,057	ProgramServicesAmt
Management And General	$30,057	ManagementAndGeneralAmt
Fundraising	$30,057	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$23,066	TotalAmt
Program Services	$1,616	ProgramServicesAmt
Fundraising	$21,450	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$91,041	TotalAmt
Program Services	$53,624	ProgramServicesAmt
Management And General	$30,614	ManagementAndGeneralAmt
Fundraising	$6,803	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$31,086	TotalAmt
Program Services	$18,966	ProgramServicesAmt
Management And General	$9,917	ManagementAndGeneralAmt
Fundraising	$2,203	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$17,629	TotalAmt
Program Services	$7,970	ProgramServicesAmt
Management And General	$7,970	ManagementAndGeneralAmt
Fundraising	$1,689	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,078	TotalAmt
Program Services	$7,395	ProgramServicesAmt
Management And General	$5,468	ManagementAndGeneralAmt
Fundraising	$1,215	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
OUTSIDE SERVICES	$575,052	$411,906	$163,122	$24
LICENSE AND FEES	$87,349	$66,901	$15,174	$5,274
COMPUTER SOFTWARE	$67,386	$67,386
DONOR APPRECIATION	$12,125			$12,125

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,461	TotalAmt
Program Services	$16,461	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,485,194	TotalAmt
Program Services	$5,259,237	ProgramServicesAmt
Management And General	$892,890	ManagementAndGeneralAmt
Fundraising	$333,067	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,936,714	BOYAmt
EOY	$2,346,218	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$532,458	BOYAmt
EOY	$519,635	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$27,213	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$33,576	BOYAmt
EOY	$29,848	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,352	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,352	LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$14,059,363	BOYAmt
EOY	$13,685,402	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$9,640	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,562,111	BOYAmt
EOY	$16,617,956	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$193,193	BOYAmt
EOY	$168,386	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$630,511	BOYAmt
EOY	$757,675	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$823,704	BOYAmt
EOY	$926,061	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	$940,012	BOYAmt
EOY	$1,204,218	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,798,395	BOYAmt
EOY	$14,487,677	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,738,407	BOYAmt
EOY	$15,691,895	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,562,111	BOYAmt
EOY	$16,617,956	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$309,229	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$262,717	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,740,845	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,329,027	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,214,661	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,553,278	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,679,684	CurrentTaxYearAmt
Total	$33,517,495	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,740,845	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,329,027	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,214,661	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,553,278	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,679,684	CurrentTaxYearAmt
Total	$33,517,495	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$531,637	SubstantialContributorsTotAmt
Public Support Total170	$32,985,858	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$37,535	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$55,632	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$81,568	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$163,961	CurrentTaxYearMinus1YearAmt
Current Tax Year	$516,948	CurrentTaxYearAmt
Total	$855,644	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$34,373,139	TotalSupportAmt
Gross Receipts Rltd Activities	$4,500	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.95960	PublicSupportCY170Pct
Public Support PY170	0.97140	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$842,437	BeginningYearBalanceAmt
Investment Earnings Or Losses	$127,208	InvestmentEarningsOrLossesAmt
End Year Balance	$969,645	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,003,832	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$155,188	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	-$6,207	GrantsOrScholarshipsAmt
End Year Balance	$842,437	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$601,969	BeginningYearBalanceAmt
Contributions	$361,031	ContributionsAmt
Investment Earnings Or Losses	$46,549	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	-$5,000	GrantsOrScholarshipsAmt
Administrative Expenses	$7,390	AdministrativeExpensesAmt
End Year Balance	$1,003,832	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$101,000	BeginningYearBalanceAmt
Contributions	$446,011	ContributionsAmt
Investment Earnings Or Losses	$57,957	InvestmentEarningsOrLossesAmt
Administrative Expenses	$2,999	AdministrativeExpensesAmt
End Year Balance	$601,969	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Contributions	$101,000	ContributionsAmt
End Year Balance	$101,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.80000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.20000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,352	OtherCostOrOtherBasisAmt
Depreciation	$1,352	DepreciationAmt

Field	Value	IRS element (for citing)
Total Rev Etc Audited Fincl Stmt	$6,374,113	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$252,558	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$35,760	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$288,318	RevenueNotReportedAmt
Revenue Subtotal	$6,085,795	RevenueSubtotalAmt
Investment Expenses Not Incld	$90,170	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$90,170	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,175,965	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,430,784	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$35,760	DonatedServicesUseFcltsAmt
Expenses Not Reported	$35,760	ExpensesNotReportedAmt
Expenses Subtotal	$6,395,024	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$90,170	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$90,170	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,485,194	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE D, PAGE 2, PART V, LINE 4	FormAndLineReferenceDesc
Explanation	THE PURPOSE OF THE PAT DANDO LEGACY ENDOWMENT FUND (THE FUND) IS TO SUPPORT CHILDRENS PROGRAMS, RESOURCES, AND MATERIALS AT THE ALMADEN BRANCH OF THE SAN JOSE PUBLIC LIBRARY. CHILDREN ARE DEFINED AS BEING AGE BIRTH TO 14 YEARS OLD. ALL DIRECT CHILDRENS PROGRAM COSTS, INCLUDING MATERIALS, SUPPLIES, EQUIPMENT, PROGRAM PERSONNEL, CAPITAL PROJECTS, RENOVATIONS, COMMUNICATIONS, MAY BE PAID BY THE FUND.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
SAN JOSE PUBLIC LIBRARY
150 E SAN FERNANDO STREET	SAN JOSE	CA	95112	GOV	$868,499	EDUCATE
SAN JOSE PUBLIC LIBRARY
150 E SAN FERNANDO STREET	SAN JOSE	CA	95112	GOV	$256,935	ENGAGE
SAN JOSE PUBLIC LIBRARY
150 E SAN FERNANDO STREET	SAN JOSE	CA	95112	GOV	$152,645	EMPOWER
CAMPBELL UNION SCHOOL DISTRICT
155 N THIRD ST	CAMPBELL	CA	95008	GOV	$64,000	ENGAGE
LUTHER BURBANK SCHOOL DISTRICT
4 WABASH AVE	SAN JOSE	CA	95128	GOV	$260,000	ENGAGE
ALUM ROCK SCHOOL DISTRICT
2930 GAY AVE	SAN JOSE	CA	95127	GOV	$240,000	ENGAGE
FRANKLIN-MCKINLEY SCHOOL DISTRICT
645 WOOL CREEK DR	SAN JOSE	CA	95112	GOV	$306,000	ENGAGE
CATHOLIC CHARITIES OF SC COUNTY
2625 ZANKER RD	SAN JOSE	CA	95134	501C3	$82,750	EMPOWER
ICAN
532 VALLEY WAY	MILPITAS	CA	95035	501C3	$22,300	EMPOWER
INTERNATIONAL RESCUE COMMITTEE
1210 SOUTH BASCOM AVE	SAN JOSE	CA	95128	501C3	$24,850	EMPOWER
SACRED HEART COMMUNITY SERVICE
1381 S 1ST STREET	SAN JOSE	CA	95110	501C3	$89,250	EMPOWER
SOURCEWISE
3100 DE LA CRUZ BLVD	SANTA CLARA	CA	95054	501C3	$80,900	EMPOWER
STEP UP
2625 ZANKER RD	SAN JOSE	CA	95134	501C3	$92,750	EMPOWER
SILICON VALLEY EDUCATION FOUNDATION
1400 PARKMOOR AVE STE 200	SAN JOSE	CA	95126	501C	$22,750	EMPOWER
TECH EXCHANGE
880 TULLY RD	SAN JOSE	CA	95111	501C3	$73,850	EMPOWER
VIETNAMESE VOLUNTEER FOUNDATION
2072 LUCRETIA AVE	SAN JOSE	CA	95122	501C3	$22,050	EMPOWER

Field	Value	IRS element (for citing)
Total501c3 Org	10	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
TUITION AND SCHOLARSHIPS	1	$8,000
TUITION AND SCHOLARSHIPS	55	$169,450

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION UTILIZES WRITTEN GRANT AWARDS AND AGREEMENTS THAT STIPULATE THE GRANT REQUIREMENTS, CRITERIA FOR DISBURSEMENTS AND ALLOWABLE USE OF GRANT FUNDS. ALL GRANTS ARE APPROVED BY THE BOARD AND FOLLOW THE ORGANIZATION'S DISBURSEMENT POLICIES AND PROCEDURES. THE CITY LIBRARIAN MEETS WITH THE FOUNDATION EXECUTIVE DIRECTOR REGULARLY TO REPORT ON THE PROGRESS OF FUNDS. AT LEAST QUARTERLY A LIBRARY REPRESENTATIVE REPORTS ON USE OF FUNDS AT OUR REGULAR BOARD MEETINGS. FOR LARGER GRANTS AND THOSE THAT REQUIRE ADDITIONAL REPORTING, THE LIBRARY STAFF PROVIDES WRITTEN REPORTS AT LEAST YEARLY.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	DAWN COPPIN	PersonNm
Title	CEO	TitleTxt
Base Compensation Filing Org	$186,625	BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org	$11,420	NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org	$198,045	TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	EQUIPMENT/OTHER	Desc
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$31,885	NoncashContributionsRptF990Amt
Method Of Determining Revenues	ACQUISITION VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	THE SAN JOS PUBLIC LIBRARY FOUNDATION SUPPORTS EDUCATIONAL PROGRAMS AND RESOURCES THROUGH THE PUBLIC LIBRARY, SCHOOLS, AND COMMUNITY-BASED ORGANIZATIONS, TO CREATE AN EDUCATED, EQUITABLE, EMPOWERED AND ENGAGED COMMUNITY.
FORM 990, PAGE 6, PART VI, LINE 11B	THE TAX RETURN IS PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT THEN REVIEWED BY THE EXECUTIVE DIRECTOR, AUDIT COMMITTEE, AND THE BOARD OF DIRECTORS FOR APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 12C	ALL OFFICERS/DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO BECOMING A BOARD MEMBER AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AS THEY ARISE WHILE SERVING ON THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 15A	THE EDS COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE COMPENSATION PACKAGE WAS DEVELOPED BY REVIEWING MARKET SURVEYS WHICH PROVIDED COMPENSATION RANGES BASED ON COMPARABLE NON-PROFIT ORGANIZATIONS, LOCATION, ORGANIZATION SIZE AND THE EDS RESPONSIBILITY LEVEL. THE BOARD ALSO TOOK INTO CONSIDERATION THE FOLLOWING: RELATIONSHIP OF THE ED'S COMPENSATION TO THE COMPENSATION OF OTHER EMPLOYEES, THE COMPLEXITY OF THE ORGANIZATION AND ITS SIZE, THE JOB DUTIES OF THE ED, THE INDIVIDUALS SALARY HISTORY, AND THE VALUE OF THE SERVICE CAPACITY OF THE ED TO THE ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE OR DIRECTLY UPON REQUEST.