2022-11-05T17:07:26-04:00 2021-12-31 270630496 CHAVAN & ASSOCIATES LLP 15105 CONCORD CIRCLE SUITE 130 MORGAN HILL CA 95037 990 2021-01-01 770142379 SAN JOSE PUBLIC LIBRARY FOUNDATION SANJ 4088082174 PO BOX 611540 SAN JOSE CA 951611540 SCOTT WHELTON TREASURER 4088082174 2022-10-15 true SCOTT WHELTON XXX-XX-XXXX SHELDON CHAVAN P01001593 4082178749 2022-11-05 2021 2022-09-23 18:48:47Z SCOTT WHELTON PO BOX 611540 SAN JOSE CA 951611540 12250434 false X WWW.SJPLF.ORG X 1987 CA THE FOUNDATION PROVIDES ADVOCACY AND FINANCIAL SUPPORT TO SAN JOSES PUBLIC LIBRARIES. 12 12 61 20 0 5329027 7214661 4500 55632 110802 0 5384659 7329963 2149480 1892771 0 378608 872959 0 195507 402577 791237 2930665 3556967 2453994 3772996 6766319 11266259 1224453 1988513 5541866 9277746 THE FOUNDATION PROVIDES ADVOCACY, FINANCIAL SUPPORT, AND LEADERSHIP TO OUR PUBLIC LIBRARIES AND EDUCATIONAL PROGRAMS THROUGHOUT SAN JOSE TO CREATE AN EDUCATED, EQUITABLE, AND ENGAGED COMMUNITY. false false 1441679 1173811 4500 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. 142730 134208 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. 1478619 584752 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. 3063028 true true false false false false false false false true false false false false false false true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 20 0 true 61 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true false false CA X X THE ORGANIZATION 4088082174 150 E SAN FERNANDO ST SAN JOSE CA 95112 JASON PAPIER CHAIR 4.00 X X 0 0 0 CONSTANCE VON MUEHLEN SECRETARY 2.00 X X 0 0 0 SCOTT WHELTON TREASURER 2.00 X X 0 0 0 STEPHANIE BIRONDO MEMBER 1.00 X 0 0 0 ROY EITAN MEMBER 1.00 X 0 0 0 ERICA FENSOM MEMBER 1.00 X 0 0 0 JAMES LANDRUM MEMBER 1.00 X 0 0 0 REBECCA LEE MEMBER 1.00 X 0 0 0 MERI MABEN MEMBER 1.00 X 0 0 0 MICHELLE PEACOCK MEMBER 1.00 X 0 0 0 ANTHONY RODRIGUEZ MEMBER 1.00 X 0 0 0 PATRICIA WOLFE MEMBER 1.00 X 0 0 0 DAWN COPPIN EXECUTIVE DI 40.00 X 153533 0 10900 153533 10900 1 false true false 2281126 4933535 296421 7214661 PROGRAM SERVICE FEES 611600 4500 4500 4500 81568 81568 4945743 3962 4920471 25272 3962 29234 29234 7329963 4500 110802 1864771 1864771 28000 28000 164433 50456 73104 40873 582789 392219 114825 75745 49682 20037 18293 11352 76055 51410 15208 9437 30016 10005 10005 10006 13985 9710 4275 53499 18132 10803 24564 1482 1010 472 4079 3405 674 8113 2725 3325 2063 OUTSIDE SERVICES 461970 406604 44817 10549 COMPUTER SOFTWARE 187870 187870 LICENSE AND FEES 30223 20079 4175 5969 3556967 3063028 298432 195507 1099078 4757348 209123 158370 11082 37569 5447036 6312972 6766319 11266259 47679 287707 1135078 767750 933056 41696 1224453 1988513 X 1279564 1445543 4262302 7832203 5541866 9277746 6766319 11266259 3772996 -37116 X false true X true true true X 658913 4051396 2740845 5329027 7214661 19994842 658913 4051396 2740845 5329027 7214661 19994842 1108604 18886238 905 8607 37535 55632 81568 184247 20179089 4500 0.93590 0.99230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 601969 361031 46549 -5000 7390 1003832 101000 446011 57957 2999 601969 101000 101000 0.79000 0.21000 false false 7298591 -37116 35760 -1356 7299947 30016 30016 7329963 3562711 35760 35760 3526951 30016 30016 3556967 SCHEDULE D, PAGE 2, PART V, LINE 4 THE PURPOSE OF THE FOUNDATIONS 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. true SAN JOSE PUBLIC LIBRARY 150 E SAN FERNANDO STREET SAN JOSE CA 95112 GOV 106241 EDUCATE SAN JOSE PUBLIC LIBRARY 150 E SAN FERNANDO STREET SAN JOSE CA 95112 GOV 134208 ENGAGE SAN JOSE PUBLIC LIBRARY 150 E SAN FERNANDO STREET SAN JOSE CA 95112 GOV 403474 EMPOWER SAN JOSE PUBLIC LIBRARY 150 E SAN FERNANDO STREET SAN JOSE CA 95112 GOV 110200 ACQ EQUIPMENT EDUCATE SAN JOSE PUBLIC LIBRARY 150 E SAN FERNANDO STREET SAN JOSE CA 95112 GOV 159303 ACQ EQUIPMENT EMPOWER CAMPBELL UNION SCHOOL DISTRICT 155 N THIRD ST CAMPBELL CA 95008 GOV 33800 EDUCATE LUTHER BURBANK SCHOOL DISTRICT 4 WABASH AVE SAN JOSE CA 95128 GOV 230000 EDUCATE MT PLEASANT 1750 S WHITE ROAD SAN JOSE CA 95127 GOV 264419 EDUCATE EVERGREEN SCHOOL DISTRICT 3188 QUIMBY ROAD SAN JOSE CA 95148 GOV 63600 EDUCATE ROCKETSHIP ELEMENTARY SCHOOL 2249 DOBERN AVE SAN JOSE CA 95116 GOV 79300 EDUCATE ALUM ROCK SCHOOL DISTRICT 2930 GAY AVE SAN JOSE CA 95127 GOV 229163 EDUCATE SANTA CLARA COUNTY OFFICE OF EDUCAT 1290 RIDDER PARK DR SAN JOSE CA 95131 GOV 51063 EDUCATE 8 TUITION AND SCHOLARSHIPS 9 6025 TUITION AND SCHOLARSHIPS 41 21975 SCHEDULE I, PAGE 1, PART I, LINE 2 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. false false false false false false false false false DAWN COPPIN EXECUTIVE DIRECTOR 153533 10900 164433 X 1 1918 MARKET VALUE X COMPUTER EQUIP 2 269503 ACQUISITION VALUE X FLIGHT VOUCHERS 1 25000 ACQUISITION VALUE false false false 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.