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CALIFORNIA HISTORY CENTER FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA HISTORY CENTER FOUNDATION (EIN 88-0108599)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-30
IRS object ID
202531509349301563
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-30T19:01:12+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 Market Street Suite 3300AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP941055829ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN880108599EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1California History Center FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4088648987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121250 STEVENS CREEK BLVDAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMark HealyPersonNm
Person TitlePresidentPersonTitleTxt
Phone4088648987PhoneNum
Signature2025-05-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE KIRMACIPreparerPersonNm
PTINP01578407PTIN
Phone4155761100PhoneNum
Preparation2025-05-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1PURBA FERNANDEZBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line121250 STEVENS CREEK BLVDAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$199,346GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.deanza.edu/califhistory/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE A HOLISTIC, HANDS-ON APPROACH TO HISTORY AND CURRENT ISSUES FOR STUDENTS AND THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$28,233PYContributionsGrantsAmt
CY Contributions Grants$32,930CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$146,393PYInvestmentIncomeAmt
CY Investment Income$102,697CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$174,626PYTotalRevenueAmt
CY Total Revenue$135,627CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$56,050PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$43,364CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$21,550PYOtherExpensesAmt
CY Other Expenses$20,127CYOtherExpensesAmt
PY Total Expenses$77,600PYTotalExpensesAmt
CY Total Expenses$63,491CYTotalExpensesAmt
PY Revenues Less Expenses$97,026PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$72,136CYRevenuesLessExpensesAmt
Total Assets BOY$1,157,885TotalAssetsBOYAmt
Total Assets EOY$1,228,853TotalAssetsEOYAmt
Total Liabilities BOY$4,912TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,744TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,152,973NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,225,109NetAssetsOrFundBalancesEOYAmt
MissionTO SERVE AS THE TRUSTEE AND STEWARD OF THE FOUNDATION'S STOCKLMEIR LIBRARY AND ARCHIVES, TO OVERSEE AND ADMINISTER THE CENTER'S PUBLICATIONS PROGRAM, TO BE AN ADVOCATE FOR HISTORIC PRESERVATION ON THE DE ANZA COLLEGE CAMPUS AND IN THE COMMUNITY AT LARGE, AND TO PROVIDE GUIDANCE AND SUPPORT TO THE CENTER AND ITS PROGRAMS. THE MISSION IS ACCOMPLISHED THROUGH STRATEGIC PLANNING, POLICY DEVELOPMENT, COMMUNITY OUTREACH, FUNDRAISING, AND FIDUCIARY ADMINISTRATION THAT ARE GROUNDED IN THE VALUES OF COMMUNITY PARTICIPATION AND OWNERSHIP, INSTITUTIONAL CONTINUITY, CREDIBILITY, COMMITTMENT, AND RESONSIBILITY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$51,397ExpenseAmt
DescTHE ORGANIZATION OPERATES A LIBRARY/ARCHIVES STAFFED BY A LIBRARIAN/ARCHIVIST WHO IS RESPONSIBLE FOR COLLECTION, MAINTENANCE AND DEVELOPMENT, AND REFERENCE/RESEARCH SERVICES IN THE FIELDS OF CALIFORNIA STUDIES AND CALIFORNIA AND LOCAL/REGIONAL HISTORY MATERIALS SUCH AS BOOKS AND JOURNALS (INCLUDING RARE AND ANTIQUARIAN MATERIALS), DIGITAL AND TAPED AUDIO AND VIDEO ORAL HISTORY, MICROFILMED NEWSPAPER COLLECTIONS, PHOTOGRAPHIC IMAGES, EPHEMERA, CLIPPING FILES, MAPS, AND MANUSCRIPT HOLDINGS. RESOURCES ARE AVAILABLE TO STUDENTS AND THE GENERAL PUBLIC FOR CLASS PROJECTS, INDEPENDENT RESEARCH, AND GENERAL INQUIRIES.Desc
Total Program Service Expenses$51,397TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESPERANZA CONTRERASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6509496266PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112345 EL MONTE ROADAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CECILIE A VAUGHTERS-JOHNSON
VICE PRESIDENT2.0Yes (X)Yes (X)$0$0$0
MARK HEALY
President (FHDA INSTRUCTOR)2.0Yes (X)Yes (X)$0$0$0
NOEMI TEPPANG
SECRETARY (FHDA COUNSELOR)2.0Yes (X)Yes (X)$0$0$0
PURBA FERNANDEZ
Treasurer (FHDA INSTRUCTOR)2.0Yes (X)Yes (X)$0$0$0
CAROLYN Wilkins Santos
DIRECTOR2.0Yes (X)$0$0$0
DAVID HOWARD-PITNEY
Director (FHDA ADJUNCT INSTRUCTOR)2.0Yes (X)$0$0$0
ELVIN RAMOS
DIRECTOR2.0Yes (X)$0$0$0
RUBEN ABRICA
DIRECTOR2.0Yes (X)$0$0$0
ULYSSES PICHON
DIRECTOR2.0Yes (X)$0$0$0
LORI CLINCHARD
Program Director (FHDA INSTRUCTOR)40.0Yes (X)$222,607$0$70,133
FieldValueIRS element (for citing)
Total Reportable Comp From Org$222,607TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$70,133TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsYes (true)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$476MembershipDuesAmt
All Other Contributions$32,454AllOtherContributionsAmt
Total Contributions$32,930TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,087TotalRevenueColumnAmt
Exclusion$25,087ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$141,329SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$63,719SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$77,610SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$77,610TotalRevenueColumnAmt
Exclusion$77,610ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$135,627TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$102,697ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$43,364TotalAmt
Program Services$41,729ProgramServicesAmt
Management And General$1,635ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,066TotalAmt
Management And General$10,066ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,668TotalAmt
Program Services$9,668ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$259TotalAmt
Management And General$259ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$134TotalAmt
Program Services$0ProgramServicesAmt
Management And General$134ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$63,491TotalAmt
Program Services$51,397ProgramServicesAmt
Management And General$12,094ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,531BOYAmt
EOY$175,581EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$911BOYAmt
EOY$1,179EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$605BOYAmt
EOY$601EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,053,496BOYAmt
EOY$1,006,150EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$45,342BOYAmt
EOY$45,342EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,157,885BOYAmt
EOY$1,228,853EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,912BOYAmt
EOY$3,744EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,912BOYAmt
EOY$3,744EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$201,253BOYAmt
EOY$180,068EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$951,720BOYAmt
EOY$1,045,041EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,152,973BOYAmt
EOY$1,225,109EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,157,885BOYAmt
EOY$1,228,853EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$72,136ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,651CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,465CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,233CurrentTaxYearMinus1YearAmt
Current Tax Year$32,930CurrentTaxYearAmt
Total$137,562TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,088CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,069CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,307CurrentTaxYearMinus1YearAmt
Current Tax Year$104,287CurrentTaxYearAmt
Total$502,125TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$123,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$120,839CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,352CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$130,540CurrentTaxYearMinus1YearAmt
Current Tax Year$137,217CurrentTaxYearAmt
Total$639,687TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$93,475SubstantialContributorsTotAmt
Public Support Total170$546,212PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,630CurrentTaxYearMinus1YearAmt
Current Tax Year$25,087CurrentTaxYearAmt
Total$52,402TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$692,089TotalSupportAmt
Gross Receipts Rltd Activities$0GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7892PublicSupportCY170Pct
Public Support PY1700.8210PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$917,820BeginningYearBalanceAmt
Investment Earnings Or Losses$98,387InvestmentEarningsOrLossesAmt
Administrative Expenses$10,066AdministrativeExpensesAmt
End Year Balance$1,006,141EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$830,880BeginningYearBalanceAmt
Investment Earnings Or Losses$96,176InvestmentEarningsOrLossesAmt
Administrative Expenses$9,236AdministrativeExpensesAmt
End Year Balance$917,820EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$975,104BeginningYearBalanceAmt
Investment Earnings Or Losses-$135,067InvestmentEarningsOrLossesAmt
Administrative Expenses$9,157AdministrativeExpensesAmt
End Year Balance$830,880EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$749,252BeginningYearBalanceAmt
Investment Earnings Or Losses$237,028InvestmentEarningsOrLossesAmt
Administrative Expenses$11,176AdministrativeExpensesAmt
End Year Balance$975,104EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$744,924BeginningYearBalanceAmt
Investment Earnings Or Losses$16,576InvestmentEarningsOrLossesAmt
Administrative Expenses$12,248AdministrativeExpensesAmt
End Year Balance$749,252EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9628PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0372TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$229,848TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$104,287DonatedServicesAndUseFcltsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$104,287RevenueNotReportedAmt
Revenue Subtotal$125,561RevenueSubtotalAmt
Investment Expenses Not Incld$10,066InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$10,066RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$135,627TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$157,712TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$104,287DonatedServicesUseFcltsAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$104,287ExpensesNotReportedAmt
Expenses Subtotal$53,425ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,066InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$10,066ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$63,491TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe Foundation's endowment consists of donor-restricted funds established for operational purposes of the Foundation.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Foundation is a nonprofit foundation exempt from federal income and California franchise taxes under Section 501(c)(3) of the Internal Revenue Code and California Revenue and Taxation Code 23701d. The Foundation has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of any audit by taxing authorities at the federal and state levels. The primary tax positions evaluated relate to the Foundation's continued qualification as a tax exempt organization and whether there are unrelated business income activities that would be taxable. Management has determined that all income tax positions will more likely than not be sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The Foundation is subject to income tax on net income that is derived from business activities that are unrelated to the exempt purposes. The Foundation files informational returns in the U.S. federal jurisdiction, and the state of California.

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLORI CLINCHARDPersonNm
TitleProgram Director (FHDA INSTRUCTOR)TitleTxt
Base Compensation Filing Org$222,607BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$33,454DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$36,679NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$292,740TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part II COMPENSATION FROM AN UNRELATED ORGANIZATION OR INDIVIDUALFormAndLineReferenceDesc
ExplanationNAME - LORI CLINCHARD, COMPENSATION FROM UNRELATED ORGANIZATION - 292740.000000, NAME OF UNRELATED ORGANIZATION - FOOTHILL-DE ANZA COMMUNITY COLLEGE DISTRICT, TYPE OF COMPENSATION - SALARY AND WAGESExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Board of Trustees may delegate the performance of duties and exercise of powers to officers and agents of the Foundation from time to time as needed. The Board Executive Committee shall be comprised of the Board President, Vice President, Treasurer, Secretary and Executive Director.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 IS PROVIDED FOR REVIEW BY THE BOARD AT THE EARLIEST BOARD MEETING AVAILABLE. QUESTIONS AND COMMENTS ARE ADDRESSED PRIOR TO SUBMITTING TO APPROPRIATE GOVERNMENT AGENCIES.
Form 990, Part VI, Line 12c Conflict of interest policyCONFLICT OF INTEREST FORMS ARE SIGNED BY THE BOARD ON AN ANNUAL BASIS. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialCompensation of the executive director is determined by the foothill-de anza community college district policies and salary schedule.
Form 990, Part VI, Line 19 Required documents available to the publicAVAILABLE UPON REQUEST.
Form 990, Part IX, Line 11g Other FeesProfessional fees and contract services - Total Expense: 9668, Program Service Expense: 9668, Management and General Expenses: , Fundraising Expenses: ;

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