2025-05-14T10:12:18-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 940373222 CASTILLEJA SCHOOL FOUNDATION CAST 6504707751 1310 BRYANT STREET PALO ALTO CA 94301 KATHLEEN LAYENDECKER ASSOC HEAD FOR FIN & OPS 6504707751 2025-05-12 1 0 JACOB YAU P01560332 4089988400 2023 2025-03-06 01:10:19Z JULIA EELLS 1310 BRYANT STREET PALO ALTO CA 94301 52893847 0 X WWW.CASTILLEJA.ORG X 1942 CA TO OPERATE AS AN EDUCATIONAL INSTITUTION FOR THE EDUCATION OF YOUNG WOMEN GRADES 6-12. 26 24 264 200 232974 45094 9808877 6906727 24795089 25718278 -609856 2130253 -96545 -223655 33897565 34531603 3880752 4370004 0 0 21367487 23212236 0 0 1431444 8716040 10582475 33964279 38164715 -66714 -3633112 172322948 178781730 25391067 27049686 146931881 151732044 X CASTILLEJA SCHOOL EDUCATES MOTIVATED YOUNG WOMEN TO BECOME CONFIDENT THINKERS & COMPASSIONATE LEADERS WITH A SENSE OF PURPOSE TO EFFECT CHANGE IN THE WORLD. SEE SCHEDULE O.TO PREPARE OUR STUDENTS FOR THE WIDER WORLD, WE INFUSE OUR CHALLENGING COLLEGE PREPARATORY PROGRAM WITH A GLOBAL CURRICULUM THAT FOSTERS AWARENESS, COMPASSION, AND ENGAGEMENT WITH ISSUES BEYOND CASTILLEJA. OUR COMPREHENSIVE ACADEMIC PROGRAM AND EXTENSIVE CO-CURRICULAROFFERINGS DEVELOP IN EACH STUDENT THE SELF-CONFIDENCE TO REACH HER FULL POTENTIAL. ABOVE ALL, OUR FACULTY AND STAFF DEDICATE THEMSELVES TO EXCELLENCE IN EDUCATING YOUNG WOMEN AND IN CULTIVATING YOUNG LEADERS. 0 0 30863665 4370004 25770465 CASTILLEJA PROVIDES COLLEGE PREPARATORY EDUCATION FOR GIRLS FROM GRADE 6 THROUGH GRADE 12. 30863665 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 98 0 1 264 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 26 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X KATHLEEN LAYENDECKER 6504707751 1310 BRYANT STREET PALO ALTO CA 94301 ZAC ZEITLIN CHAIR 2.00 0.00 X X 0 0 0 LINDSAY LOUIE ALUM CHAIR 2.00 0.00 X 0 0 0 ODETTE HARRIS VICE-CHAIR 2.00 0.00 X X 0 0 0 JEFF WONG SECRETARY & TREASURER 2.00 0.00 X X 0 0 0 RAJ AGRAWAL TRUSTEE 2.00 0.00 X 0 0 0 MEGAN JONES BELL TRUSTEE 2.00 0.00 X 0 0 0 JENNIFER CAROLAN TRUSTEE 2.00 0.00 X 0 0 0 STEPHANIE CHEN TRUSTEE 2.00 0.00 X 0 0 0 CHI-HUA CHIEN TRUSTEE 2.00 0.00 X 0 0 0 MAHOOYA DINDA TRUSTEE 2.00 0.00 X 0 0 0 STEVE DOWLING TRUSTEE 2.00 0.00 X 0 0 0 NATE GALLON TRUSTEE 2.00 0.00 X 0 0 0 DAVID KO TRUSTEE 2.00 0.00 X 0 0 0 BOB KOCHER TRUSTEE 2.00 0.00 X 0 0 0 ALISON KOO TRUSTEE 2.00 0.00 X 0 0 0 JAMAICA KREPS TRUSTEE 2.00 0.00 X 0 0 0 AILEEN LEE TRUSTEE 2.00 0.00 X 0 0 0 SHWETA MEHTA TRUSTEE 2.00 0.00 X 0 0 0 JENNIFER NEWSTEAD TRUSTEE 2.00 0.00 X 0 0 0 MIA ROCHA TRUSTEE 2.00 0.00 X 0 0 0 SARAH SANDS TRUSTEE 2.00 0.00 X 0 0 0 MIKE SCHROEPFER TRUSTEE 2.00 0.00 X 0 0 0 ANDIE SOBRATO TRUSTEE 2.00 0.00 X 0 0 0 JENNIFER TAYLOR-MENDOZA TRUSTEE 2.00 0.00 X 0 0 0 TRACY WATT TRUSTEE 2.00 0.00 X 0 0 0 NANCI ZABATTA KAUFFMAN FORMER HOS (THRU 9/15/23) 40.00 0.00 X X 2021708 0 53035 KATHLEEN LAYENDECKER ACTING HEAD OF SCHOOL (EFF 9/16/23) 40.00 0.00 X X 466542 0 56021 SUNG KIM DIRECTOR OF ADVANCEMENT 40.00 0.00 X 255215 0 48831 NADIA JOHNSON ASSIST HEAD CURR/COMM(THRU 10/20/23) 40.00 0.00 X 201454 0 29447 JILL LEE DIR OF ADMISSIONS & TUITION ASSIST 40.00 0.00 X 192958 0 46540 GABRIELLE MCCOLGAN DIR, COLL COUNS/UPPER SCH ACAD POL 40.00 0.00 X 180245 0 35461 ANNE GOMEZ RUBIN HEAD OF UPPER SCHOOL 40.00 0.00 X 181854 0 35638 LAURA ZAPPAS HEAD OF MIDDLE SCHOOL 40.00 0.00 X 179303 0 35352 SUSAN RAYMOND DIR OF FINANCE & ACCOUNTING 40.00 0.00 X 175430 0 35461 3854709 0 375786 72 0 1 0 VANCE BROWN INC 2585 E BAYSHORE RD PALO ALTO CA 94303 CONSTRUCTION SERVICES 1213605 FLIK HOSPITALITY GROUP 6 INTERNATIONAL DR RYE BROOK NY 10573 FOOD SERVICES 1097338 OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 RENTAL SERVICES 785000 MICHAEL'S TRANSPORTATION SERVICE INC 140 YOLANO DRIVE VALLEJO CA 94589 TRANSPORTATION SERVICES 488895 LIEBERT CASSIDY WHITEMORE 6033 W CENTURY BLVD LOS ANGELES CA 90045 LEGAL SERVICES 270401 20 1180096 5726631 6906727 TUITION AND FEES 611600 24835820 24835820 AUXILIARY SERVICES 611710 664895 664895 MUSICAL/OTHER EVENTS 611600 189063 189063 SUMMER CAMP 611600 28500 28500 25718278 2246856 232974 2013882 169799 103862 65937 65937 65937 17800000 17916603 -116603 -116603 -116603 0 1180096 341779 -341779 -341779 OTHER INCOME 900099 52187 52187 52187 34531603 25770465 232974 1621437 1146 1146 4368858 4368858 2546055 944951 1100324 500780 15802556 13717860 1452346 632350 1020093 878377 125693 16023 2362948 1888947 409179 64822 1480584 1035052 391897 53635 625244 625244 71050 71050 219673 219673 1429607 414473 1008657 6477 114171 40138 41344 32689 204886 99139 99755 5992 560811 520229 11990 28592 1658444 1658444 694096 694096 5802 5802 1268888 1268888 478797 337237 135231 6329 INSTRUCTIONAL & GENERAL 1101217 921965 119062 60190 FOOD SERVICE 991482 936104 36331 19047 STUDENT ACTIVITIES 808556 808556 PROFESSIONAL DEVELOP. 297013 276244 19782 987 52738 47159 2048 3531 38164715 30863665 5869606 1431444 4935713 6186315 35542140 1085620 4217320 1295129 7177697 8636461 279142 754840 66954247 28090822 35916519 38863425 20001942 54537340 62184538 66686198 2067937 736402 172322948 178781730 2219880 3956408 21189951 22831672 1981236 261606 25391067 27049686 X 88762422 95508445 58169459 56223599 146931881 151732044 172322948 178781730 -3633112 8433275 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71910189 1745816 7282535 6703595 74234945 70129307 1995364 4125594 4340076 71910189 74557554 1863666 -2376413 3915500 70129307 61050648 1268000 15850406 3611500 74557554 59934394 5083366 1369888 5337000 61050648 0.27475 0.44840 0.27685 0 0 4031208 4031208 35857665 18211067 17646598 5522353 4913928 608425 21543021 4965827 16577194 38863425 ENTREPRENEUR'S ENDOWMENT 47378 F COMMINGLED ACCOUNTS 26358320 F HEDGE FUNDS 11629751 F OFFSHORE FUNDS 5625924 F PRIVATE INVESTMENTS 23024825 F 66686198 DEFERRED COMPENSATION PAYABLE 261606 261606 X PART V, LINE 4: THE SCHOOL INTENDS TO HOLD ITS ENDOWMENT FUND FOR THE LONG TERM AND USE THE EARNINGS TO SUPPORT PROGRAMS. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND THE APPLICABLE CALIFORNIA TAX CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS PRIMARY PUBLICLY ACCESSIBLE INTERNET HOMEPAGE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS TO THE HOMEPAGE. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 16780238 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 3060964 0 0 0 0 0 0 19841202 0 19841202 1 0 1 1 1 0 VIEW360 1180096 1180096 4875 56408 67930 212566 1180096 1180096 4875 56408 67930 212566 341779 -341779 1 TUITION ASSISTANCE AND REMISSION 96 4368858 PART I, LINE 2: CASTILLEJA SCHOOL PROVIDES TUITION ASSISTANCE TO FAMILIES WITH DEMONSTRATED NEED. FAMILIES COMPLETE THE APPLICATION PROCESS AND AWARDS ARE DETERMINED BY THE FINANCIAL AID COMMITTEE. TOTAL AWARD POOL IS DETERMINED ON AN ANNUAL BASIS AS PART OF THE BUDGET CYCLE, AND IS APPROVED BY THE BOARD OF TRUSTEES. ADDITIONAL ASSISTANCE FOR QUALIFYING FAMILIES IS PROVIDED FOR SOME AUXILIARY SERVICES, INCLUDING TEXT BOOKS AND FIELD TRIPS. X X X X X 1 1 0 0 0 0 0 0 0 NANCI ZABATTA KAUFFMAN FORMER HOS (THRU 9/15/23) 587310 0 0 0 1434398 0 33000 0 20035 0 2074743 0 1165201 0 KATHLEEN LAYENDECKER ACTING HEAD OF SCHOOL (EFF 9/16/23) 466542 0 0 0 0 0 50912 0 5109 0 522563 0 0 0 SUNG KIM DIRECTOR OF ADVANCEMENT 255215 0 0 0 0 0 26750 0 22081 0 304046 0 0 0 JILL LEE DIR OF ADMISSIONS & TUITION ASSIST 192958 0 0 0 0 0 20412 0 26128 0 239498 0 0 0 NADIA JOHNSON ASSIST HEAD CURR/COMM(THRU 10/20/23) 201454 0 0 0 0 0 14165 0 15282 0 230901 0 0 0 ANNE GOMEZ RUBIN HEAD OF UPPER SCHOOL 181854 0 0 0 0 0 13557 0 22081 0 217492 0 0 0 GABRIELLE MCCOLGAN DIR, COLL COUNS/UPPER SCH ACAD POL 180245 0 0 0 0 0 18351 0 17110 0 215706 0 0 0 LAURA ZAPPAS HEAD OF MIDDLE SCHOOL 179303 0 0 0 0 0 13271 0 22081 0 214655 0 0 0 SUSAN RAYMOND DIR OF FINANCE & ACCOUNTING 175430 0 0 0 0 0 18351 0 17110 0 210891 0 0 0 PART I, LINES 4A-B NANCI KAUFFMAN, FORMER HEAD OF SCHOOL, RECEIVED $169,197 IN SEVERANCE PAYMENT IN CALENDAR YEAR 2023. SHE ALSO PARTICIPATED IN A 457(F) NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT. IN 2023, SHE VESTED $100,000 AND $1,265,201 IN CONTRIBUTIONS MADE IN THE CURRENT YEAR AND IN PRIOR YEARS, RESPECTIVELY. ADDITIONALLY, IN 2023, SHE RECEIVED A DISTRIBUTION OF VESTED FUNDS TOTALING $371,313, WHICH WAS REPORTED AS TAXABLE INCOME. 50100 TUITION ASSISTANCE TUITION ASSISTANCE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE ASSOCIATE HEAD OF SCHOOL/CFO, HEAD OF SCHOOL, AUDIT COMMITTEE CHAIR, BOARD CHAIR AND FINANCE COMMITTEE CHAIR PRIOR TO FILING. THE SCHOOL PROVIDED A PUBLIC DISCLOSURE COPY TO THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES, OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE CONSULTANT IS RETAINED TO ADVISE THE SCHOOL REGARDING COMPENSATION FOR THE HEAD OF SCHOOL AND THE ASSOCIATE HEAD OF SCHOOL RELATIVE TO PEER SCHOOLS. BASED ON THE ADVICE RECEIVED THE BOARD OF TRUSTEES APPROVE THE COMPENSATION LEVEL. THE BOARD ALSO SETS THE BUDGET PARAMETERS FOR FACULTY AND STAFF COMPENSATION. THE HEAD OF SCHOOL APPROVES THE COMPENSATION FOR INDIVIDUAL FACULTY AND STAFF MEMBERS BASED ON THE BOARD APPROVED PARAMETERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC FOR THE PERIOD OF TIME SET FORTH IN SEC. 6104(D). ENTREPRENEURS ENDOWMENT FUND LLC 1310 BRYANT STREET PALO ALTO CA 94301 770540166 VENTURE CAPITAL INVESTMENT CA CASTILLEJA SCHOOL FOUNDATION INVESTMENT -1925 516805 0 0 0.62960 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0