CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY (EIN 83-0400149)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349313546
- Schema version
- 2021v4.2
- 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 I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:10:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-08 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER J MALUTTA | PreparerPersonNm |
| PTIN | P00445699 | PTIN |
| Phone | 4082862200 | PhoneNum |
| Preparation | 2022-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $66,670,142 | 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 | 15 | TotalVolunteersCnt |
| Total Gross UBI | $69 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,715,610 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,601,851 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,296,150 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,989,641 | CYInvestmentIncomeAmt |
| PY Other Revenue | $469,110 | PYOtherRevenueAmt |
| CY Other Revenue | $468 | CYOtherRevenueAmt |
| PY Total Revenue | $44,480,870 | PYTotalRevenueAmt |
| CY Total Revenue | $21,591,960 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,012,792 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,244,105 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $739,770 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $739,436 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $482,005 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $438,217 | PYOtherExpensesAmt |
| CY Other Expenses | $924,249 | CYOtherExpensesAmt |
| PY Total Expenses | $5,190,779 | PYTotalExpensesAmt |
| CY Total Expenses | $5,907,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,290,091 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,684,170 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $127,024,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,557,808 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,924,312 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,375,732 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $94,099,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,182,076 | 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 | $2,192,121 | ExpenseAmt |
| Grant | $1,870,454 | 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 | $1,334,414 | ExpenseAmt |
| Grant | $1,138,606 | 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 | $1,033,688 | ExpenseAmt |
| Grant | $882,008 | GrantAmt |
| Desc | SUPPORT OF CATHOLIC PARISHES AND MINISTRIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $413,749 | ExpenseAmt |
| Grant | $353,037 | GrantAmt |
| Desc | OTHERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $413,749 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $353,037 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,973,972 | 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 | 0 | 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 | 5 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN SOBRATO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CASHMAN | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARMAINE WARMENHOVEN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| 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) | $0 | $0 | $0 | Yes (X) |
| 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 | |
| MARY QUILICI AUMACK | ||||||
| CEO | 40.00 | $274,000 | $0 | $23,608 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $274,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,608 | 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 |
| Government Grants | $104,473 | GovernmentGrantsAmt |
| All Other Contributions | $16,497,378 | AllOtherContributionsAmt |
| Noncash Contributions | $6,645,697 | NoncashContributionsAmt |
| Total Contributions | $16,601,851 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,303,399 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,303,399 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,764,424 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,078,182 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,686,242 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,686,242 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,686,242 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K1-JPAS ILLIQUID ASSETS | Desc |
| Business | 900001 | BusinessCd |
| Total Revenue Column | $468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $399 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $69 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $468 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,591,960 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,990,040 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $69 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,244,105 | TotalAmt |
| Program Services | $4,244,105 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,000 | TotalAmt |
| Management And General | $95,900 | ManagementAndGeneralAmt |
| Fundraising | $178,100 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,084 | TotalAmt |
| Program Services | $53,989 | ProgramServicesAmt |
| Management And General | $147,161 | ManagementAndGeneralAmt |
| Fundraising | $157,934 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,639 | TotalAmt |
| Program Services | $2,337 | ProgramServicesAmt |
| Management And General | $12,215 | ManagementAndGeneralAmt |
| Fundraising | $14,087 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,206 | TotalAmt |
| Program Services | $2,955 | ProgramServicesAmt |
| Management And General | $15,442 | ManagementAndGeneralAmt |
| Fundraising | $17,809 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,507 | TotalAmt |
| Program Services | $3,540 | ProgramServicesAmt |
| Management And General | $15,936 | ManagementAndGeneralAmt |
| Fundraising | $22,031 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,133 | TotalAmt |
| Management And General | $4,133 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,400 | TotalAmt |
| Management And General | $40,400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,064 | TotalAmt |
| Program Services | $643,064 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,795 | TotalAmt |
| Program Services | $2,703 | ProgramServicesAmt |
| Management And General | $39,939 | ManagementAndGeneralAmt |
| Fundraising | $12,153 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,745 | TotalAmt |
| Program Services | $400 | ProgramServicesAmt |
| Management And General | $1,391 | ManagementAndGeneralAmt |
| Fundraising | $29,954 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,252 | TotalAmt |
| Program Services | $486 | ProgramServicesAmt |
| Management And General | $3,690 | ManagementAndGeneralAmt |
| Fundraising | $2,076 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,033 | TotalAmt |
| Program Services | $4,438 | ProgramServicesAmt |
| Management And General | $24,642 | ManagementAndGeneralAmt |
| Fundraising | $18,953 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,698 | TotalAmt |
| Program Services | $4,364 | ProgramServicesAmt |
| Management And General | $15,697 | ManagementAndGeneralAmt |
| Fundraising | $18,637 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474 | TotalAmt |
| Management And General | $1,474 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,400 | TotalAmt |
| Program Services | $1,543 | ProgramServicesAmt |
| Management And General | $5,677 | ManagementAndGeneralAmt |
| Fundraising | $7,180 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS INCO | $9,966 | $9,966 | ||
| MISCELLANEOUS | $16,839 | $15,876 | $183 | $780 |
| K1-JPAS SEMI LIQUID | $8,058 | $8,058 | ||
| PRINTING AND POSTAGE | $4,734 | $2,274 | $149 | $2,311 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658 | TotalAmt |
| Program Services | $1,658 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,907,790 | TotalAmt |
| Program Services | $4,973,972 | ProgramServicesAmt |
| Management And General | $451,813 | ManagementAndGeneralAmt |
| Fundraising | $482,005 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,143 | BOYAmt |
| EOY | $629,039 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,277,301 | BOYAmt |
| EOY | $16,647,445 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,529 | BOYAmt |
| EOY | $14,194 | 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 | $92,622,915 | BOYAmt |
| EOY | $115,739,536 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,394,132 | BOYAmt |
| EOY | $14,905,837 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,982 | BOYAmt |
| EOY | $3,621,757 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,024,002 | BOYAmt |
| EOY | $151,557,808 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,988 | BOYAmt |
| EOY | $150,391 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,999 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,757,325 | BOYAmt |
| EOY | $38,225,341 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,924,312 | BOYAmt |
| EOY | $38,375,732 | 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 | $40,189,937 | BOYAmt |
| EOY | $47,788,436 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,909,753 | BOYAmt |
| EOY | $65,393,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,099,690 | BOYAmt |
| EOY | $113,182,076 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,024,002 | BOYAmt |
| EOY | $151,557,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,684,170 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,118,216 | 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 | $5,680,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,308,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,010,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,715,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,601,243 | CurrentTaxYearAmt |
| Total | $74,316,241 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,680,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,308,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,010,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,715,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,601,243 | CurrentTaxYearAmt |
| Total | $74,316,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $74,316,241 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $615,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,117,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,032,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,058,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,303,399 | CurrentTaxYearAmt |
| Total | $5,126,973 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $79,443,214 | TotalSupportAmt |
| Public Support CY170 | 0.93550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93100 | 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 | 77 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 11 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $7,387,401 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,004,895 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,870,454 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $268,160 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $19,589,022 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $14,635,469 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,754,935 | BeginningYearBalanceAmt |
| Contributions | $3,464,607 | ContributionsAmt |
| Investment Earnings Or Losses | $4,047,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,082,847 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,184,611 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45249 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.49849 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04902 | TermEndowmentBalanceEOYPct |
| 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 (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OWL CREEK SOCIALLY RESPONSIBLE FUND, LTD. | $1,503,461 | F |
| JPAS EMERGING MARKET | $3,830,849 | F |
| JPAS CREDIT | $3,557,471 | F |
| JPAS STRAGEGIC | $2,375,564 | F |
| JPAS PRIVATE EQUITY | $875,523 | F |
| JPAS REAL ASSETS | $623,648 | F |
| JPAS EARLY STAGE OPPORTUNITIES | $428,290 | F |
| JPAS VENTURE CAPITAL | $51,165 | F |
| JPAS IMPACT | $1,659,866 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,905,837 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIAL ENDOWMENT | $38,077,907 |
| AGENCY FUNDS | $147,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $38,225,341 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $24,337,396 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,118,216 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$720,000 | OtherRevenueAmt |
| Revenue Not Reported | $3,398,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,939,180 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $557,554 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $95,226 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $652,780 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,591,960 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,255,010 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,255,010 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $557,554 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $95,226 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $652,780 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,907,790 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | IMPAIRMENT OF REAL ESTATE HELD FOR SALE -720,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | K1 INCOME 95,226. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | K1 EXPENSES 95,226. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Type Of Activities Conducted | INVESTMENT IN PARNTERSHIP | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $216,000 | 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 | $216,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $216,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (69 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) | $1,753,382 | $0 | GENERAL FINANCIAL SUPPORT | |
| CLEAR CREEK SERVICES INC | |||||||||
| 35525 NILES BLVD | FREMONT | CA | 94536 | 943338685 | 501(C)(3) | $292,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SACRED HEART CHURCH | |||||||||
| 529 I ST | PATTERSON | CA | 95363 | 431989181 | 501(C)(3) | $292,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SACRED HEART NATIVITY SCHOOL | |||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 951103005 | 952206754 | 501(C)(3) | $227,947 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||||
| 2625 ZANKER RD STE 200 | SAN JOSE | CA | 951342130 | 942762269 | 501(C)(3) | $197,636 | $0 | GENERAL FINANCIAL SUPPORT | |
| CRISTO REY SAN JOS JESUIT HIGH SCHOOL | |||||||||
| PO BOX 5040 | SAN JOSE | CA | 95150 | 462594689 | 501(C)(3) | $100,397 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAINT MARY'S COLLEGE OF CALIFORNIA | |||||||||
| 1928 ST MARYS ROAD PMB 3554 | MORAGA | CA | 94575 | 941156599 | 501(C)(3) | $85,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SECOND HARVEST OF SILICON VALLEY | |||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | 942614101 | 501(C)(3) | $46,397 | $0 | GENERAL FINANCIAL SUPPORT | |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS FOCUS | |||||||||
| PO BOX 17408 | DENVER | CO | 80217 | 841522811 | 501(C)(3) | $45,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| JESUITS WEST | |||||||||
| PO BOX 68 | LOS GATOS | CA | 950310068 | 941156486 | 501(C)(3) | $41,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| MARTHA'S KITCHEN | |||||||||
| 311 WILLOW ST | SAN JOSE | CA | 951103215 | 912091094 | 501(C)(3) | $35,673 | $0 | GENERAL FINANCIAL SUPPORT | |
| SANTA CLARA UNIVERSITY | |||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 950530001 | 941156617 | 501(C)(3) | $35,147 | $0 | GENERAL FINANCIAL SUPPORT | |
| MARQUETTE UNIVERSITY | |||||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | 390806251 | 501(C)(3) | $32,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| NPH USA SOUTHWEST REGION | |||||||||
| 5110 NORTH 40TH STREET SUITE 100 | PHOENIX | AZ | 850182143 | 651229309 | 501(C)(3) | $30,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE BASIC FUND | |||||||||
| 1301 CLAY STREET 70450 | OAKLAND | CA | 94612 | 943290699 | 501(C)(3) | $30,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| BELLARMINE COLLEGE PREPARATORY | |||||||||
| 960 W HEDDING ST | SAN JOSE | CA | 951261215 | 941160938 | 501(C)(3) | $27,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| FIRST CONGREGATIONAL CHURCH OF ALAMEDA | |||||||||
| 1912 CENTRAL AVE | ALAMEDA | CA | 94501 | 941422461 | 501(C)(3) | $25,250 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC MEDICAL MISSION BOARD | |||||||||
| GIFT PROCESSING CENTERPO BOX 37041 | BOONE | IA | 500370041 | 135602319 | 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 | |
| GLENMARY HOME MISSIONERS | |||||||||
| PO BOX 465618 | CINCINNATI | OH | 45246 | 310537070 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| GOOD COUNSEL | |||||||||
| 600 MEADOWLANDS PKWY STE 251 | SECAUCUS | NJ | 07094 | 222831271 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| HOUSING INDUSTRY FOUNDATION | |||||||||
| SOBRATO CENTER FOR NONPROFITS3460 W | PALO ALTO | CA | 94303 | 943100671 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | BAYSHORE RD STE 101 |
| MARYKNOLL LAY MISSIONERS | |||||||||
| MISSION ADVANCEMENT OFFICEPO BOX | MARYKNOLL | NY | 10545 | 133864513 | 501(C)(3) | $25,000 | $0 | GENERAL FINANCIAL SUPPORT | 307 |
| 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 | |
| NEW CAMALDOLI HERMITAGE | |||||||||
| 62475 HIGHWAY 1 | BIG SUR | CA | 939209533 | 946050278 | 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 | |
| SACRED HEART COMMUNITY SERVICE | |||||||||
| 1381 S 1ST ST | SAN JOSE | CA | 951103431 | 237179787 | 501(C)(3) | $24,750 | $0 | GENERAL FINANCIAL SUPPORT | |
| PRESENTATION HIGH SCHOOL | |||||||||
| 2281 PLUMMER AVE | SAN JOSE | CA | 951254700 | 941562816 | 501(C)(3) | $23,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO | |||||||||
| 1555 39TH AVE | SAN FRANCISCO | CA | 94122 | 941498472 | 501(C)(3) | $21,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAINT FRANCIS HIGH SCHOOL | |||||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 940404098 | 941337628 | 501(C)(3) | $20,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| UNIVERSITY OF DAYTON | |||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 310536715 | 501(C)(3) | $18,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| ORDER OF MALTA - WESTERN ASSOCIATION | |||||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | 237450840 | 501(C)(3) | $17,000 | $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 | |
| CATHOLIC RELIEF SERVICES | |||||||||
| PO BOX 17090 | BALTIMORE | MD | 21297 | 135563422 | 501(C)(3) | $14,550 | $0 | GENERAL FINANCIAL SUPPORT | |
| HOWARD JARVIS TAXPAYERS FOUNDATION | |||||||||
| 30100 TOWN CENTER DR O-314 | LAGUNA NIGUEL | CA | 92677 | 521155794 | 501(C)(3) | $13,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| NOTRE DAME HIGH SCHOOL | |||||||||
| 596 S 2ND ST | SAN JOSE | CA | 951125707 | 941275235 | 501(C)(3) | $12,349 | $0 | GENERAL FINANCIAL SUPPORT | |
| IMMACULATE HEART RADIO | |||||||||
| PO BOX 10707 | GREEN BAY | WI | 54307 | 680411982 | 501(C)(3) | $12,200 | $0 | GENERAL FINANCIAL SUPPORT | |
| JESUIT HIGH SCHOOL | |||||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | 941525873 | 501(C)(3) | $12,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SAINT RAYMONDS CATHOLIC CHURCH | |||||||||
| 1100 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | 941156739 | 501(C)(3) | $12,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| STUDENTS FOR LIFE OF AMERICA | |||||||||
| 1000 WINCHESTER ST STE 301 | FREDERICKSBURG | VA | 224013838 | 521576352 | 501(C)(3) | $11,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| ACE CHARTER SCHOOLS | |||||||||
| 1100 SHASTA AVE 250 | SAN JOSE | CA | 95126 | 261570590 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CAMP THRIVE | |||||||||
| 88 RACE ST | SAN JOSE | CA | 95126 | 821132394 | 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 | |
| CATHEDRAL SCHOOL FOR BOYS | |||||||||
| 1275 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | 941156846 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MIAMI | |||||||||
| 1505 NE 26TH ST | WILTON MANORS | FL | 33305 | 591279497 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| CENTER FOR NEW AMERICAN SECURITY | |||||||||
| 1152 15TH ST NW STE 950 | WASHINGTON | DC | 20005 | 208084828 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| COACHING CORPS | |||||||||
| 310 8TH ST STE 300 | OAKLAND | CA | 94607 | 943310845 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| COUNCIL OF KOREAN AMERICANS | |||||||||
| 1875 K ST NW STE 400 | WASHINGTON | DC | 20006 | 273496925 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| GOLDEN HEART FUND | |||||||||
| 4949 MARIE P DEBARTOLO WAY | SANTA CLARA | CA | 95054 | 814595320 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION | |||||||||
| 2000 P ST NW STE 310 | WASHINGTON | DC | 20036 | 522050117 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| STERN GROVE FESTIVAL ASSOCIATION | |||||||||
| 832 FOLSTOM ST STE 100 | SAN FRANCISCO | CA | 94107 | 946064356 | 501(C)(3) | $10,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | |||||||||
| 70 AUDUBON ST | NEW HAVEN | CT | 06510 | 066032106 | 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 | |
| CATHOLIC COMMUNITY FOUNDATION | |||||||||
| 777 N 1ST ST STE 490 | SAN JOSE | CA | 951126339 | 830400149 | 501(C)(3) | $9,810 | $0 | GENERAL FINANCIAL SUPPORT | |
| CROSS CATHOLIC OUTREACH | |||||||||
| PO BOX 97168 | WASHINGTON | DC | 200907168 | 651156061 | 501(C)(3) | $9,268 | $0 | GENERAL FINANCIAL SUPPORT | |
| LOAVES AND FISHES FAMILY KITCHEN | |||||||||
| 1500 BERGER DR | SAN JOSE | CA | 95112 | 770370874 | 501(C)(3) | $8,863 | $0 | GENERAL FINANCIAL SUPPORT | |
| PACIFIC LEGAL FOUNDATION | |||||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | 942197343 | 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) | $8,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| AMERICAN RED CROSS | |||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | 530196605 | 501(C)(3) | $7,500 | $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 | |
| MOUNT ST JOSEPH CARMELITE MONASTERY | |||||||||
| P O BOX 3420 | SAN JOSE | CA | 95156 | 946087494 | 501(C)(3) | $7,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| CITYTEAM MINISTRIES | |||||||||
| 2306 ZANKER RD | SAN JOSE | CA | 951311115 | 941501265 | 501(C)(3) | $7,400 | $0 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES USA | |||||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | 530196620 | 501(C)(3) | $7,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| LABRADOR RETRIEVER RESCUE OF FRESNO | |||||||||
| PO BOX 1484 | CLOVIS | CA | 93613 | 273741358 | 501(C)(3) | $6,500 | $0 | GENERAL FINANCIAL SUPPORT | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $6,250 | $0 | GENERAL FINANCIAL SUPPORT | |
| COVIA FOUNDATION | |||||||||
| 2185 N CALIFORNIA BLVD STE 215 | WALNUT CREEK | CA | 94596 | 460502111 | 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 | |
| SCORE | |||||||||
| 455 MARKET ST STE 600 | SAN FRANCISCO | CA | 94105 | 521067290 | 501(C)(3) | $6,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| SUTTER BAY MEDICAL FOUNDATION | |||||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | 941156581 | 501(C)(3) | $6,000 | $0 | GENERAL FINANCIAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 69 | Total501c3OrgCnt |
| Total Other Org | 69 | 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 | $15,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,960 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,648 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $297,608 | 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 | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,325,697 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,320,000 | 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 -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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