2023-11-03T17:47:55-05:00 2023-06-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2022-07-01 842531005 COMMUNITY FOUNDATION OF SAN CARLOS COMM 6503959987 PO BOX 113 SAN CARLOS CA 94070 MICHAEL CAMPBELL PRESIDENT 6503959987 2023-11-03 1 MICHAEL CAMPBELL 999009999 0 LANCE SMITH P00696626 4152236130 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL CAMPBELL PO BOX 113 SAN CARLOS CA 94070 780314 0 X CFSANCARLOS.ORG X 2019 CA THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH AND COMMUNITY EVENTS. 14 14 0 0 0 0 136591 143967 0 0 90529 97272 0 0 227120 241239 161500 109000 0 0 0 0 0 0 0 44144 39587 205644 148587 21476 92652 2411879 2580523 4967 2994 2406912 2577529 X THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH COMMUNITY EVENTS. 0 0 120271 109000 THE COMMUNITY FOUNDATION OF SAN CARLOS SERVES AS A CONNECTOR FOR THE COMMUNITY AND LOCAL ORGANIZATIONS BY IDENTIFYING COMMUNITY NEEDS, SHARING INFORMATION AND RESOURCES. WE ADDRESS IDENTIFIED COMMUNITY NEEDS BY BRINGING TOGETHER LOCAL NONPROFITS, BUSINESSES, SERVICE ORGANIZATIONS, COMMUNITY LEADERS AND DONORS TO CONTRIBUTE TIME, IN-KIND GOODS & SERVICES, AND FINANCIAL RESOURCES TO CREATE SUSTAINABLE SOLUTIONS. THE FOCUS OF 2023 WAS ON SUPPORTING OUR COMMUNITY MEMBERS IMPACTED BY THE PANDEMIC WHILE CELEBRATING THE RICH AND DIVERSE HERITAGE THAT COMPRISE OUR COMMUNITY. DURING THE 2022-2023 FISCAL YEAR WE AWARDED $109,000 GRANTS TO 16 AREA NONPROFITS. IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS SUPPORTED A WIDE VARIETY OF COMMUNITY EVENTS AND CELEBRATIONS INCLUDING PUBLIC ART PROJECTS. 120271 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BRIAN BEST 4153050538 PO BOX 113 SAN CARLOS CA 94070 X BRIAN BEST TREASURER 6.00 0.00 X X 0 0 0 JESSICA YANG VICE PRESIDENT 8.00 0.00 X X 0 0 0 MICHAEL CAMPBELL PRESIDENT 10.00 0.00 X X 0 0 0 PATRICIA LOVE SECRETARY 3.00 0.00 X X 0 0 0 LINDA GARVEY DIRECTOR 1.00 0.00 X 0 0 0 SANDY KRAFT DIRECTOR 6.00 0.00 X 0 0 0 SHIRLEY MOORE DIRECTOR 2.00 0.00 X 0 0 0 WILL STROHL DIRECTOR 3.00 0.00 X 0 0 0 CHRIS TRAN DIRECTOR 2.00 0.00 X 0 0 0 MADISON DURAN DIRECTOR 2.00 0.00 X 0 0 0 PAIGE SCOTT-SARMIENTO DIRECTOR 1.00 0.00 X 0 0 0 DONNA BECHT DIRECTOR 3.00 0.00 X 0 0 0 JOSH ZAROOR DIRECTOR 2.00 0.00 X 0 0 0 APARNA RAMAKRISHNAN DIRECTOR 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 46625 97342 143967 59259 59259 577088 539075 38013 38013 38013 241239 0 0 97272 109000 109000 2615 2615 14698 14698 4242 4242 357 357 5346 5346 7029 7029 1250 1250 BOARD RELATED 3163 3163 DUES & SUBSCRIPTIONS 522 522 PAYMENT FEES 270 270 LEGAL & REGULATORY 95 95 148587 120271 28316 0 130410 119373 120074 631 345 0 2161050 2460519 2411879 2580523 4967 2994 4967 2994 X 219033 158085 2187879 2419444 2406912 2577529 2411879 2580523 92652 77965 0 X 0 0 0 X 2456922 265785 136591 143967 3003265 2456922 265785 136591 143967 3003265 3003265 6167 43663 67837 59259 176926 3180191 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2161050 39602 173047 14698 2359001 2483761 148163 -214591 240000 16283 2161050 2045069 22734 471193 40480 14755 2483761 2000000 47427 2358 2045069 1.00000 0 0 0 PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S OPERATIONS AND GRANTS IN PERPETUITY. 1 CALIFORNIA CLUBHOUSE 210 INDUSTRIAL ROAD SUITE 102 SAN CARLOS CA 94070 462909253 10000 0 ADDING STAFF AND ENHANCING PEER-RUN PROGRAMS FOR INDIVIDUALS WITH MENTAL ILLNESSES EACH GREEN CORNER PO BOX 764 SAN CARLOS CA 94070 833320257 10000 0 OFFERING EDUCATIONAL PROGRAMS AND BUILDING AND MAINTAINING VEGETABLE GARDENS FRIENDS FOR YOUTH 3460 W BAYSHORE RD SUITE 203C PALO ALTO CA 94303 942961034 10000 0 PROVIDING ADULT MENTORS TO TROUBLED YOUTH LEARNING HOME VOLUNTEERS 633 QUARRY ROAD SUITE D SAN CARLOS CA 94070 833036600 10000 0 OFFERING A PROGRAM TO INCREASE THE KINDERGARTEN-PREPAREDNESS OF LOW-INCOME TWO TO FIVE YEAR OLDS SAN CARLOS CHILDREN'S THEATRE INC PO BOX 512 SAN CARLOS CA 94070 943165692 10000 0 OFFERING A YOUTH THEATRE PROGRAM SMCUCA 1153 CHESS DRIVE STE 200 FOSTER CITY CA 94404 731656669 10000 0 RECRUITING MORE STUDENTS FROM UNDERREPRESENTED GROUPS FOR THE TRADE INTRODUCTION PROGRAM (TIP) ST VINCENT DE PAUL - SAN CARLOS CONFERENCE 880 TAMARACK AVE SAN CARLOS CA 94070 941375833 10000 0 HELPING LOW-INCOME SAN CARLOS FAMILIES WITH THEIR BASIC NEEDS UPWARD SCHOLARS 855 JEFFERSON AVE BOX 506 REDWOOD CITY CA 94064 454128140 10000 0 OFFERING FINANCIAL AND ACADEMIC SUPPORT AND SERVICES TO ADULT COMMUNITY COLLEGE LEARNERS VILLAGES OF SAN MATEO COUNTY PO BOX 813 SAN CARLOS CA 94070 473571718 10000 0 ENABLING SENIORS TO AGE IN PLACE FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD OF DIRECTORS AND THE COMMUNITY FOUNDATION OF SAN CARLOS WAS PROVIDED WITH A COMPLETE COPY OF THE FORM 990 BEFORE IT WAS FILED. THEY WERE ASKED TO BRING FORWARD ANY QUESTIONS THEY MIGHT HAVE AND TO PROVIDE ANY FEEDBACK THEY WISHED. FORM 990, PART VI, SECTION B, LINE 12C THE COMMUNITY FOUNDATION OF SAN CARLOS CONFLICT OF INTEREST POLICY STATES, "THE FOUNDATION REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ, UNDERSTOOD AND AGREE TO FOLLOW POLICY AND THAT THEIR DISCLOSURES ARE COMPLETE AND ACCURATE TO THE BEST OF THEIR KNOWLEDGE. DISCLOSURE OF POSSIBLE CONFLICTS SHOULD BE UPDATED AS NEW POSSIBLE CONFLICTS ARISE." IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS BYLAWS PROVIDE THE FOLLOWING IN SECTION 10.3: "THE BOARD SHALL PERIODICALLY REVIEW, NO LESS THAN ANNUALLY, ANY DIRECTOR, OFFICER, AGENT OR EMPLOYEE CONFLICTS OF INTEREST AND SHALL REQUIRE AN ANNUAL CERTIFICATION FROM EACH OF THEM DISCLOSING CONFLICTS OF INTEREST." IN SECTION 10.4: "IF THE BOARD OF DIRECTORS DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, AS THE BOARD MAY DETERMINE AT ITS SOLE DISCRETION." FORM 990, PART VI, SECTION C, LINE 19 THERE HAVE BEEN NO SPECIFIC REQUESTS DURING THE YEAR FOR INSPECTION OF COMMUNITY FOUNDATION OF SAN CARLOS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. IF REQUESTED, THESE DOCUMENTS WOULD HAVE BEEN WILLINGLY SHARED. HOWEVER, WHEN COMMUNITY FOUNDATION OF SAN CARLOS WENT BEFORE THE SAN CARLOS CITY COUNCIL TO PRESENT THE DETAILS OF ITS FORMATION, FORM 1023, THE BYLAWS, THE INVESTMENT POLICY, AND THE GRANTS POLICY WERE PART OF THE COUNCIL'S BOARD PACKETS FOR THE MEETING. THEY WERE ALSO AVAILABLE TO COMMUNITY MEMBERS BY REQUEST TO THE CITY. FORM 990, SCHEDULE B, DONORS 1, 3 AND 5: DONATONS FROM THESE INDIVIDUALS CAME FROM THEIR DONOR-ADVISED FUNDS ("DAF") AT MAJOR FINANCIAL INSTITUTIONS. THE NAME OF THE DONOR OF THE FUND IS LISTED WITH A DAF DESIGNATION AFTER THE NAME. (IRS HAS NOT YET GIVEN SPECIFIC GUIDANCE ON HOW TO HANDLE DONATIONS OF THIS SORT ON SCHEDULE B.)