CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY (EIN 83-0400149)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202303129349304185
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T17:34:37-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942847272 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELUCCHI HAWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W SANTA CLARA ST STE 750 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951131716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830400149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHOLIC COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4089955219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 N 1ST ST 490 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY QUILICI AUMACK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4089955219 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | QUILICI AUMACK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER J MALUTTA | PreparerPersonNm |
| PTIN | P00445699 | PTIN |
| Phone | 4082862200 | PhoneNum |
| Preparation | 2023-11-07 | 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 | MARY QUILICI AUMACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 N 1ST ST 490 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,943,472 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFOSCC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,601,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,278,735 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,989,641 | PYInvestmentIncomeAmt |
| CY Investment Income | -$153,475 | CYInvestmentIncomeAmt |
| PY Other Revenue | $468 | PYOtherRevenueAmt |
| CY Other Revenue | -$17,969 | CYOtherRevenueAmt |
| PY Total Revenue | $21,591,960 | PYTotalRevenueAmt |
| CY Total Revenue | $6,107,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,244,105 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,920,338 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $739,436 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $773,806 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $495,589 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $924,249 | PYOtherExpensesAmt |
| CY Other Expenses | $936,860 | CYOtherExpensesAmt |
| PY Total Expenses | $5,907,790 | PYTotalExpensesAmt |
| CY Total Expenses | $8,631,004 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,684,170 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,523,713 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $151,557,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,022,050 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,375,732 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,880,026 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,182,076 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,142,024 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,571,436 | ExpenseAmt |
| Grant | $4,132,305 | GrantAmt |
| Desc | FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,404,026 | ExpenseAmt |
| Grant | $1,269,156 | GrantAmt |
| Desc | FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,215,114 | ExpenseAmt |
| Grant | $1,098,391 | GrantAmt |
| Desc | SUPPORT OF CATHOLIC PARISHES AND MINISTRIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $465,171 | ExpenseAmt |
| Grant | $420,487 | GrantAmt |
| Desc | OTHERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $465,171 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $420,487 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $7,655,747 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | Yes (1) | 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 | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | 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 |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | Yes (1) | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4089955219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 N 1ST ST 490 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JIM CASHMAN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARMAINE WARMENHOVEN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM CROTTY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BERTHA MINNIHAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG HANSEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND J TRIPLETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CS PARK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BARONI | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER CUNEEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD BARON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MILLIGAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL NORMANDIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON MCGOVERN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK WAITE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL GENTZKOW | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY QUILICI AUMACK | ||||||
| CEO | 40.00 | Yes (X) | $285,107 | $0 | $28,828 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $285,107 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,828 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $19,000 | FundraisingAmt |
| All Other Contributions | $6,259,735 | AllOtherContributionsAmt |
| Noncash Contributions | $919,230 | NoncashContributionsAmt |
| Total Contributions | $6,278,735 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,875,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,875,049 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,233,670 | SecuritiesAmt |
| Other | $3,561,779 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,492,995 | SecuritiesAmt |
| Other | $4,330,978 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,259,325 | SecuritiesAmt |
| Other | -$769,199 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,028,524 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,028,524 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $19,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,208 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,208 | TotalRevenueColumnAmt |
| Exclusion | -$12,208 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K1-JPAS ILLIQUID ASSETS | Desc |
| Business | 900001 | BusinessCd |
| Total Revenue Column | -$5,761 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,761 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$5,761 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,107,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$159,236 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$12,208 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,920,338 | TotalAmt |
| Program Services | $6,920,338 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,107 | TotalAmt |
| Management And General | $99,787 | ManagementAndGeneralAmt |
| Fundraising | $185,320 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,615 | TotalAmt |
| Program Services | $57,243 | ProgramServicesAmt |
| Management And General | $150,351 | ManagementAndGeneralAmt |
| Fundraising | $162,021 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,623 | TotalAmt |
| Program Services | $5,979 | ProgramServicesAmt |
| Management And General | $32,494 | ManagementAndGeneralAmt |
| Fundraising | $35,150 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,461 | TotalAmt |
| Program Services | $3,975 | ProgramServicesAmt |
| Management And General | $17,369 | ManagementAndGeneralAmt |
| Fundraising | $24,117 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,973 | TotalAmt |
| Management And General | $10,973 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,975 | TotalAmt |
| Management And General | $41,975 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,681 | TotalAmt |
| Program Services | $477,681 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,344 | TotalAmt |
| Program Services | $3,316 | ProgramServicesAmt |
| Management And General | $69,377 | ManagementAndGeneralAmt |
| Fundraising | $14,651 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,502 | TotalAmt |
| Program Services | $64 | ProgramServicesAmt |
| Management And General | $224 | ManagementAndGeneralAmt |
| Fundraising | $17,214 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,971 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
| Management And General | $1,754 | ManagementAndGeneralAmt |
| Fundraising | $1,797 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,820 | TotalAmt |
| Program Services | $4,323 | ProgramServicesAmt |
| Management And General | $22,033 | ManagementAndGeneralAmt |
| Fundraising | $18,464 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,615 | TotalAmt |
| Program Services | $4,642 | ProgramServicesAmt |
| Management And General | $16,149 | ManagementAndGeneralAmt |
| Fundraising | $19,824 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303 | TotalAmt |
| Management And General | $1,303 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,825 | TotalAmt |
| Program Services | $6,825 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,661 | TotalAmt |
| Program Services | $1,410 | ProgramServicesAmt |
| Management And General | $5,013 | ManagementAndGeneralAmt |
| Fundraising | $6,238 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| K1-JPAS ILLIQUID ASSETS | $143,855 | $143,855 | ||
| K1-JPAS SEMI LIQUID | $25,058 | $25,058 | ||
| PRINTING AND POSTAGE | $13,561 | $618 | $2,150 | $10,793 |
| MISCELLANEOUS | $8,716 | $8,716 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,631,004 | TotalAmt |
| Program Services | $7,655,747 | ProgramServicesAmt |
| Management And General | $479,668 | ManagementAndGeneralAmt |
| Fundraising | $495,589 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,039 | BOYAmt |
| EOY | $530,368 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,647,445 | BOYAmt |
| EOY | $7,648,556 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,194 | BOYAmt |
| EOY | $16,089 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $102,292 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,739,536 | BOYAmt |
| EOY | $103,646,767 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,905,837 | BOYAmt |
| EOY | $19,038,985 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,621,757 | BOYAmt |
| EOY | $141,285 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,557,808 | BOYAmt |
| EOY | $131,022,050 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,391 | BOYAmt |
| EOY | $133,450 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,225,341 | BOYAmt |
| EOY | $31,746,576 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,375,732 | BOYAmt |
| EOY | $31,880,026 | 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 | $47,788,436 | BOYAmt |
| EOY | $41,025,662 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,393,640 | BOYAmt |
| EOY | $58,116,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,182,076 | BOYAmt |
| EOY | $99,142,024 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,557,808 | BOYAmt |
| EOY | $131,022,050 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,523,713 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,236,339 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $720,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $5,308,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,010,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,715,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,601,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,278,735 | CurrentTaxYearAmt |
| Total | $74,914,617 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,308,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,010,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,715,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,601,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,278,735 | CurrentTaxYearAmt |
| Total | $74,914,617 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $74,914,617 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,117,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,032,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,058,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,303,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,875,049 | CurrentTaxYearAmt |
| Total | $6,386,441 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $81,301,058 | TotalSupportAmt |
| Public Support CY170 | 0.92140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93550 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 78 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 12 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,813,025 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $260,376 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $4,132,305 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $89,550 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $17,985,648 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $13,325,095 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,816,491 | BeginningYearBalanceAmt |
| Contributions | $9,989,714 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,361,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,697,883 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,747,282 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,189,056 | BeginningYearBalanceAmt |
| Contributions | $19,015,197 | ContributionsAmt |
| Investment Earnings Or Losses | $5,727,729 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,115,491 | GrantsOrScholarshipsAmt |
| End Year Balance | $61,816,491 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,131,946 | BeginningYearBalanceAmt |
| Contributions | $1,282,811 | ContributionsAmt |
| Investment Earnings Or Losses | $2,109,256 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,334,957 | GrantsOrScholarshipsAmt |
| End Year Balance | $39,189,056 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,105,983 | BeginningYearBalanceAmt |
| Contributions | $5,087,320 | ContributionsAmt |
| Investment Earnings Or Losses | $5,083,737 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,145,094 | GrantsOrScholarshipsAmt |
| End Year Balance | $37,131,946 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,184,611 | BeginningYearBalanceAmt |
| Contributions | $1,257,624 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,895,451 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,440,801 | GrantsOrScholarshipsAmt |
| End Year Balance | $28,105,983 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25780 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74219 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $102,292 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $102,292 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JPAS EMERGING MARKET | $5,254,040 | F |
| JPAS CREDIT | $3,823,612 | F |
| JPAS STRAGEGIC | $2,792,895 | F |
| JPAS PRIVATE EQUITY | $1,778,255 | F |
| JPAS REAL ASSETS | $1,001,152 | F |
| JPAS EARLY STAGE OPPORTUNITIES | $449,540 | F |
| JPAS VENTURE CAPITAL | $436,111 | F |
| JPAS IMPACT | $3,503,380 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,038,985 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIAL ENDOWMENT | $31,494,745 |
| AGENCY FUNDS | $125,354 |
| OPERATING LEASE LIABILITIES-ST | $39,536 |
| OPERATING LEASE LIABILITIES-LT | $86,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,746,576 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$6,062,467 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,236,339 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $720,000 | OtherRevenueAmt |
| Revenue Not Reported | -$11,516,339 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,453,872 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $477,681 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $175,738 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $653,419 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,107,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,977,585 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,977,585 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $477,681 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $175,738 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $653,419 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,631,004 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN SUPPORT OF ORGANIZATIONS AND PROGRAMS IMPROVING COMMUNITY THROUGH RELIGIOUS, EDUCATIONAL AND CHARITABLE ACTIVITIES |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | IMPAIRMENT OF REAL ESTATE HELD FOR SALE REALIZED 720,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | K1 INCOME 175,738. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | K1 EXPENSES 175,738. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT IN PATNERSHIP | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $5,114,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,114,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,114,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CAPSTONE ADVISOR SESSION | Event1Nm |
| Gross Receipts Event1 | $19,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $19,000 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $3,809 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,399 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $19,000 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $3,809 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,399 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,208 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$12,208 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DIOCESE OF SAN JOSE (AND ITS PARISHES) | |||||||||
| 1150 N 1ST ST STE 100 | SAN JOSE | CA | 951124966 | 942734503 | 501(C)(3) | $2,388,569 | $0 | GENERAL FINANCIAL SUPPORT | |
| SACRED HEART CHURCH | |||||||||
| 529 I ST | PATTERSON | CA | 95363 | 431989181 | 501(C)(3) | $398,993 | $0 | GENERAL FINANCIAL SUPPORT | |
| CLEAR CREEK SERVICES INC | |||||||||
| 35525 NILES BLVD | FREMONT | CA | 94536 | 943338685 | 501(C)(3) | $398,993 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAN FRANCISCO UNION SCHOOL DISTRICT | |||||||||
| 135 VAN NESS AVE RM 300 | SAN FRANCISCO | CA | 94102 | 946000416 | 501(C)(3) | $376,182 | $0 | GENERAL FINANCIAL SUPPORT | |
| YOUTH AND FAMILY LINK | |||||||||
| 907 DOUGLAS ST | LONGVIEW | WA | 98632 | 910726260 | 501(C)(3) | $248,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| COASTER THEATRE PRODUCTIONS | |||||||||
| PO BOX 643 | CANNON BEACH | OR | 97110 | 931327535 | 501(C)(3) | $240,530 | $0 | GENERAL FINANCIAL SUPPORT | |
| SACRED HEART NATIVITY SCHOOL | |||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 951103005 | 952206754 | 501(C)(3) | $220,104 | $0 | GENERAL FINANCIAL SUPPORT | |
| NORTH COAST LAND CONSERVANCY INC | |||||||||
| PO BOX 67 | SEASIDE | OR | 97138 | 930957815 | 501(C)(3) | $200,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||||
| 2625 ZANKER RD STE 200 | SAN JOSE | CA | 951342130 | 942762269 | 501(C)(3) | $195,731 | $0 | GENERAL FINANCIAL SUPPORT | |
| CRISTO REY SAN JOSE JESUIT HIGH SCHOOL | |||||||||
| PO BOX 5040 | SAN JOSE | CA | 95150 | 462594689 | 501(C)(3) | $116,861 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC RELIEF SERVICES | |||||||||
| PO BOX 17090 | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $103,494 | $0 | GENERAL FINANCIAL SUPPORT | |
| DAUGHTERS OF CHARITY OF ST VINCENT DE PAUL | |||||||||
| 26000 ALTAMONT RD | LOS ALTOS HILLS | CA | 94022 | 237065812 | 501(C)(3) | $100,750 | $0 | GENERAL FINANCIAL SUPPORT | |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION | |||||||||
| 2000 P ST NW STE 310 | WASHINGTON | DC | 20036 | 522050117 | 501(C)(3) | $100,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| ASTORIA RAILROAD PRESERVATION ASSOCIATION INC | |||||||||
| PO BOX 541 | ASTORIA | OR | 97103 | 931058055 | 501(C)(3) | $99,721 | $0 | GENERAL FINANCIAL SUPPORT | |
| KELSO PUBLIC SCHOOLS FOUNDATION | |||||||||
| PO BOX 344 | KELSO | WA | 98626 | 943145794 | 501(C)(3) | $80,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| SECOND HARVEST OF SILICON VALLEY | |||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | 942614101 | 501(C)(3) | $69,604 | $0 | GENERAL FINANCIAL SUPPORT | |
| JUNIPERO SERRA HIGH SCHOOL | |||||||||
| 451 WEST 20TH AVE | SAN MATEO | CA | 94403 | 941156697 | 501(C)(3) | $61,662 | $0 | GENERAL FINANCIAL SUPPORT | |
| LOWER COLUMBIA COMMUNITY ACTION COUNCIL INCORPORATED | |||||||||
| 1526 COMMERCE AVE | LONGVIEW | WA | 98632 | 910814141 | 501(C)(3) | $56,785 | $0 | GENERAL FINANCIAL SUPPORT | |
| SPARK SF PUBLIC SCHOOLS | |||||||||
| 135 VAN NESS AVE RM 119 | SAN FRANCISCO | CA | 94102 | 474568396 | 501(C)(3) | $50,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| NA KEIKI MAULOA | |||||||||
| 1411 OILI LOOP | HONOLULU | HI | 96816 | 562673378 | 501(C)(3) | $50,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS FOCUS | |||||||||
| PO BOX 17408 | DENVER | CO | 80217 | 841522811 | 501(C)(3) | $47,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE BASIC FUND | |||||||||
| 1301 CLAY STREET 70450 | OAKLAND | CA | 94612 | 943290699 | 501(C)(3) | $45,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| MARQUETTE UNIVERSITY | |||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(C)(3) | $45,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| HUNGER AT HOME | |||||||||
| 1560 BERGER DR SUITE 490 | SAN JOSE | CA | 95112 | 475462753 | 501(C)(3) | $37,550 | $0 | GENERAL FINANCIAL SUPPORT | |
| COLUMBIA RIVER MARITIME MUSEUM | |||||||||
| 1792 MARINE DR | ASTORIA | OR | 97103 | 930509906 | 501(C)(3) | $37,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC MEDICAL MISSION BOARD | |||||||||
| GIFT PROCESSING CENTER PO BOX 37041 | BOONE | IA | 500370041 | 135602319 | 501(C)(3) | $36,662 | $0 | GENERAL FINANCIAL SUPPORT | |
| MARTHA'S KITCHEN | |||||||||
| 311 WILLOW ST | SAN JOSE | CA | 951103215 | 912091094 | 501(C)(3) | $36,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| JESUITS WEST | |||||||||
| PO BOX 68 | LOS GATOS | CA | 950310068 | 941156486 | 501(C)(3) | $35,750 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST ANTHONY | |||||||||
| 3500 MIDDLEFIELD RD | MENLO PARK | CA | 94025 | 943151091 | 501(C)(3) | $30,831 | $0 | GENERAL FINANCIAL SUPPORT | |
| DIOCESE OF OWENSBORO | |||||||||
| OFFICE OF STEWARDSHIP 600 LOCUST ST | OWENSBORO | KY | 42301 | 610598513 | 501(C)(3) | $30,750 | $0 | GENERAL FINANCIAL SUPPORT | |
| POSITIVE COACHING ALLIANCE | |||||||||
| DEPT LA 22216 | PASADENA | CA | 911852216 | 770485946 | 501(C)(3) | $30,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST FRANCIS HIGH SCHOOL | |||||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 940404098 | 941337628 | 501(C)(3) | $28,600 | $0 | GENERAL FINANCIAL SUPPORT | |
| BELLARMINE COLLEGE PREPARATORY | |||||||||
| 960 W HEDDING ST | SAN JOSE | CA | 951261215 | 941160938 | 501(C)(3) | $26,600 | $0 | GENERAL FINANCIAL SUPPORT | |
| SOUTH COUNTY COMMUNITY FOOD BANK | |||||||||
| 2041 N ROOSEVELT DR PO BOX 602 | SEASIDE | OR | 97138 | 930890982 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| MISSION OF OUR LADY OF MERCY (MERCY HOME) | |||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | 362171726 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| COVENANT HOUSE CALIFORNIA | |||||||||
| 1325 N WESTERN AVENUE | HOLLYWOOD | CA | 90027 | 133391210 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| NPH USA SOUTHWEST REGION | |||||||||
| 5110 NORTH 40TH ST STE 248 | PHOENIX | AZ | 850182143 | 651229309 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| HOUSING INDUSTRY FOUNDATION | |||||||||
| SOBRATO CENTER FOR NONPROFITS 3460 | PALO ALTO | CA | 94303 | 943100671 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | W BAYSHORE RD STE 101 |
| GOOD COUNSEL | |||||||||
| 600 MEADOWLANDS PKWY STE 251 | SECAUCUS | NJ | 07094 | 222831271 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| GOLDEN GATE PHILHARMONIC | |||||||||
| PO BOX 170301 | SAN FRANCISCO | CA | 94117 | 113740581 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAINT LAWRENCE OF BRINDISI | |||||||||
| 10122 COMPTON AVE | LOS ANGELES | CA | 90002 | 951781350 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| PRESENTATION HIGH SCHOOL | |||||||||
| 2281 PLUMMER AVE | SAN JOSE | CA | 951254700 | 941562816 | 501(C)(3) | $23,100 | $0 | GENERAL FINANCIAL SUPPORT | |
| SANTA CLARA UNIVERSITY | |||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $22,461 | $0 | GENERAL FINANCIAL SUPPORT | |
| NEW CAMALDOLI HERMITAGE | |||||||||
| 62475 HIGHWAY 1 | BIG SUR | CA | 939209533 | 946050278 | 501(C)(3) | $21,247 | $0 | GENERAL FINANCIAL SUPPORT | |
| GLENMARY HOME MISSIONERS | |||||||||
| PO BOX 465618 | CINCINNATI | OH | 45246 | 310537070 | 501(C)(3) | $21,247 | $0 | GENERAL FINANCIAL SUPPORT | |
| ACE CHARTER SCHOOLS | |||||||||
| 1100 SHASTA AVE 250 | SAN JOSE | CA | 95126 | 261570590 | 501(C)(3) | $15,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| AMERICAN LEADERSHIP FORUM - SILICON VALLEY | |||||||||
| 1400 PARKMOOR AVE STE 280 | SAN JOSE | CA | 95126 | 943092396 | 501(C)(3) | $15,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| RUTGERS UNIVERSITY FOUNDATION | |||||||||
| ACCOUNTING DEPARTMENT PO BOX 193 | NEW BRUNSWICK | NJ | 089030193 | 237318742 | 501(C)(3) | $15,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST ROBERT CHURCH | |||||||||
| 1380 CRYSTAL SPRINGS RD | SAN BRUNO | CA | 94066 | 941437729 | 501(C)(3) | $13,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CASA BETANIA INC | |||||||||
| 1333 RANDOLPH ST NW | WASHINGTON | DC | 20011 | 834367001 | 501(C)(3) | $12,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST RAYMONDS CATHOLIC CHURCH | |||||||||
| 1100 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | 941156739 | 501(C)(3) | $12,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| IMMACULATE HEART MEDIA INC | |||||||||
| 680 BARCLAY BLVD | LINCOLNSHIRE | IL | 60069 | 680411982 | 501(C)(3) | $11,200 | $0 | GENERAL FINANCIAL SUPPORT | |
| CHILDREN INTERNATIONAL | |||||||||
| PO BOX 219055 | KANSAS CITY | MO | 64121 | 446005794 | 501(C)(3) | $10,900 | $0 | GENERAL FINANCIAL SUPPORT | |
| 40 DAYS FOR LIFE | |||||||||
| 4112 EAST 29TH STREET | BRYAN | TX | 77802 | 260308665 | 501(C)(3) | $10,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC COMMUNITY FOUNDATION | |||||||||
| 777 N 1ST ST STE 490 | SAN JOSE | CA | 951126339 | 830400149 | 501(C)(3) | $10,020 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE MINISTRY FOR HOPE INC | |||||||||
| DBA HOPE HOUSE MINISTRIES PO BOX | PORT JEFFERSON | NY | 11777 | 112667800 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | 358 |
| HARVEY MUDD COLLEGE | |||||||||
| 301 PLATT BLVD | CLAREMONT | CA | 91711 | 951911219 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||||
| PO BOX 419720 | BOSTON | MA | 022419720 | 042103580 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| COLLEGESPRING INC | |||||||||
| 1990 N CALIFORNIA BLVD STE 20 | WALNUT CREEK | CA | 94596 | 270920698 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO | |||||||||
| 1555 39TH AVE | SAN FRANCISCO | CA | 94122 | 941498472 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE COMMONWEALTH CLUB OF CALIFORNIA | |||||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | 940399260 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE SAN JOSE SPORTS AUTHORITY | |||||||||
| PO BOX 350 | SAN JOSE | CA | 95103 | 770269729 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA | |||||||||
| 312 SUTTER STREET SUITE 312 | SAN FRANCISCO | CA | 94108 | 941156356 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAN MATEO COUNTY COMMUNITY COLLEGES FOUNDATION | |||||||||
| 3401 CSM DR | SAN MATEO | CA | 94402 | 946133905 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| COUNCIL OF KOREAN AMERICANS | |||||||||
| 1100 15TH ST NW STE 400 | WASHINGTON | DC | 20005 | 273496925 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| LABRADOR RETRIEVER RESCUE OF FRESNO | |||||||||
| PO BOX 1484 | CLOVIS | CA | 93613 | 273741358 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES | |||||||||
| 920 E ALHAMBRA RD | ALHAMBRA | CA | 91801 | 952564138 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SOVEREIGN ORDER OF MALTA - WESTERN ASSOCIATION | |||||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | 237450840 | 501(C)(3) | $9,680 | $0 | GENERAL FINANCIAL SUPPORT | |
| ETERNAL WORD TELEVISION NETWORK INC | |||||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 35210 | 630801391 | 501(C)(3) | $8,450 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE OLYMPIC CLUB FOUNDATION | |||||||||
| 524 POST ST | SAN FRANCISCO | CA | 94102 | 943160462 | 501(C)(3) | $8,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST VINCENT DE PAUL SANTA CLARA COUNTY | |||||||||
| PO BOX 5579 | SAN JOSE | CA | 951505579 | 941358301 | 501(C)(3) | $7,750 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION CNEWA | |||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | 131623929 | 501(C)(3) | $7,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| CANYON HEIGHTS ACADEMY | |||||||||
| 775 WALDO RD | CAMPBELL | CA | 950084638 | 770540593 | 501(C)(3) | $7,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| LOAVES AND FISHES FAMILY KITCHEN | |||||||||
| 1500 BERGER DR | SAN JOSE | CA | 95112 | 770370874 | 501(C)(3) | $7,250 | $0 | GENERAL FINANCIAL SUPPORT | |
| CITYTEAM MINISTRIES | |||||||||
| 2306 ZANKER RD | SAN JOSE | CA | 951311115 | 941501265 | 501(C)(3) | $6,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAN MATEO COUNTY HISTORICAL ASSOCIATION | |||||||||
| 2200 BROADWAY ST | REDWOOD CITY | CA | 94063 | 237186194 | 501(C)(3) | $6,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| GUADALUPE HOPE SOCIETY | |||||||||
| 100 OCONNOR DR STE 1 | SAN JOSE | CA | 95128 | 460765798 | 501(C)(3) | $6,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| DYNAMIC CATHOLIC INSTITUTE | |||||||||
| 5081 OLYMPIC BLVD | ERLANGER | KY | 41018 | 264549213 | 501(C)(3) | $6,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| MARYKNOLL LAY MISSIONERS | |||||||||
| MISSION ADVANCEMENT OFFICE PO BOX | MARYKNOLL | NY | 10545 | 133864513 | 501(C)(3) | $5,831 | $0 | GENERAL FINANCIAL SUPPORT | 307 |
| CROSS CATHOLIC OUTREACH | |||||||||
| PO BOX 97168 | WASHINGTON | DC | 200907168 | 651156061 | 501(C)(3) | $5,750 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $5,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| OUR LADY OF ANGELS | |||||||||
| 1721 HILLSIDE DR | BURLINGAME | CA | 94010 | 941186160 | 501(C)(3) | $5,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| HOMEFIRST SERVICES OF SANTA CLARA COUNTY | |||||||||
| SOBRATO CENTER FOR NONPROFITS 507 | MILPITAS | CA | 95035 | 942684272 | 501(C)(3) | $5,300 | $0 | GENERAL FINANCIAL SUPPORT | VALLEY WAY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 83 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES ANNUAL REPORTS FROM MOST GRANT RECIPIENTS TO CONFIRM HOW THE FUNDS WERE SPENT. MANY OF THE GRANTS ALSO REQUIRE A MID-YEAR REPORT TO CHECK THE PROGRESS OF THE PROGRAM. FOR DONOR ADVISED FUND GRANTS, THE FOUNDATION'S GRANTS PROGRAM MANAGER DOES RESEARCH AND DUE DILIGENCE BEFORE THE ISSUANCE OF A GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY QUILICI AUMACK | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $259,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $26,107 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $28,828 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $313,935 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $919,230 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BISHOP OF THE DIOCESE OF SAN JOSE CAN APPOINT UP TO ONE BOARD MEMBER LESS THAN A MAJORITY. |
| FORM 990, PART VI, SECTION A, LINE 8B | COMMITTEES MAKE VERBAL AND WRITTEN REPORTS TO THE FULL BOARD. MINUTES ARE RECORDED FOR ALL BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE BEFORE PRESENTATION TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES SIGN TO CONFIRM RECEIPT AND ACCEPTANCE OF THE EMPLOYEE MANUAL. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST ANNUAL DISCLOSURE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD RESEARCHED SIMILAR ORGANIZATIONS IN THE AREA TO DETERMINE REASONABLE SALARIES IN ADDITION TO THE UTILIZATION OF SALARY SURVEYS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PUBLISHES THEIR FINANCIAL STATEMENTS ALONG WITH KEY POLICIES ON THEIR WEBSITE. |
| FORM 990, PART XI, LINE 9: | IMPAIRMENT OF REAL ESTATE HELD FOR SALE-REALIZED 720,000. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE IS APPOINTED BY THE BOARD TO ASSIST IT IN DISCHARGING ITS OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE WILL OVERSEE THE FINANCIAL REPORTING PROCESS TO ENSURE THE BALANCE, TRANSPARENCY AND INTEGRITY OF PUBLISHED FINANCIAL INFORMATION. THE AUDIT COMMITTEE WILL ALSO REVIEW: 1) THE EFFECTIVENESS OF THE FOUNDATION'S INTERNAL FINANCIAL CONTROL AND RISK MANAGEMENT SYSTEM; 2) THE INDEPENDENT AUDIT PROCESS, INCLUDING RECOMMENDING THE APPOINTMENT AND ASSESSING THE PERFORMANCE OF THE EXTERNAL AUDITOR; 3) THE FOUNDATION'S PROCESS FOR MONITORING COMPLIANCE WITH LAWS AND REGULATIONS AFFECTING FINANCIAL REPORTING AND ITS CODE OF CONDUCT. |
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