2022-11-14T15:10:44-06:00 2021-12-31 942847272 DELUCCHI HAWN LLP 333 W SANTA CLARA ST STE 750 SAN JOSE CA 951131716 990 2021-01-01 830400149 THE CATHOLIC COMMUNITY FOUNDATION CATH 4089955219 777 N 1ST ST 490 SAN JOSE CA 95112 MARY QUILICI AUMACK CEO 4089955219 2022-11-08 1 MARY QUILICI AUMACK 999009999 PETER J MALUTTA P00445699 4082862200 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARY QUILICI AUMACK 777 N 1ST ST 490 SAN JOSE CA 95112 66670142 0 X WWW.CFOSCC.ORG X 2004 CA DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY. 15 15 7 15 69 0 36715610 16601851 0 0 7296150 4989641 469110 468 44480870 21591960 4012792 4244105 0 0 739770 739436 0 0 482005 438217 924249 5190779 5907790 39290091 15684170 127024002 151557808 32924312 38375732 94099690 113182076 X DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY. 0 0 2192121 1870454 FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION 1334414 1138606 FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE 1033688 882008 SUPPORT OF CATHOLIC PARISHES AND MINISTRIES 413749 353037 OTHERS 413749 353037 4973972 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X THE ORGANIZATION 4089955219 777 N 1ST ST 490 SAN JOSE CA 95112 JOHN SOBRATO BOARD MEMBER 1.00 X 0 0 0 JIM CASHMAN CHAIR 1.00 X X 0 0 0 CHARMAINE WARMENHOVEN SECRETARY 1.00 X X 0 0 0 TOM CROTTY BOARD MEMBER 1.00 X 0 0 0 BERTHA MINNIHAN BOARD MEMBER 1.00 X 0 0 0 DOUG HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND J TRIPLETT BOARD MEMBER 1.00 X 0 0 0 CS PARK BOARD MEMBER 1.00 X 0 0 0 STEVE BARONI TREASURER 1.00 X X 0 0 0 JENNIFER CUNEEN BOARD MEMBER 1.00 X 0 0 0 BRAD BARON BOARD MEMBER 1.00 X 0 0 0 ANNE MILLIGAN BOARD MEMBER 1.00 X 0 0 0 PAUL NORMANDIN BOARD MEMBER 1.00 X 0 0 0 DON MCGOVERN BOARD MEMBER 1.00 X 0 0 0 PATRICK WAITE BOARD MEMBER 1.00 X 0 0 0 MARY QUILICI AUMACK CEO 40.00 X 274000 0 23608 274000 0 23608 1 0 1 0 0 104473 16497378 6645697 16601851 1303399 1303399 48764424 45078182 3686242 3686242 3686242 K1-JPAS ILLIQUID ASSETS 900001 468 399 69 468 21591960 4990040 69 0 4244105 4244105 274000 95900 178100 359084 53989 147161 157934 28639 2337 12215 14087 36206 2955 15442 17809 41507 3540 15936 22031 4133 4133 40400 40400 643064 643064 54795 2703 39939 12153 31745 400 1391 29954 6252 486 3690 2076 48033 4438 24642 18953 38698 4364 15697 18637 1474 1474 14400 1543 5677 7180 UNRELATED BUSINESS INCO 9966 9966 MISCELLANEOUS 16839 183 15876 780 K1-JPAS SEMI LIQUID 8058 8058 PRINTING AND POSTAGE 4734 149 2274 2311 1658 1658 5907790 4973972 451813 482005 693143 629039 31277301 16647445 15529 14194 102292 102292 0 0 92622915 115739536 2394132 14905837 20982 3621757 127024002 151557808 111988 150391 54999 32757325 38225341 32924312 38375732 X 40189937 47788436 53909753 65393640 94099690 113182076 127024002 151557808 X 15684170 4118216 -720000 X X 0 1 X 1 0 X 5680359 5308634 10010395 36715610 16601243 74316241 5680359 5308634 10010395 36715610 16601243 74316241 74316241 615581 1117166 1032271 1058556 1303399 5126973 79443214 0.93550 0.93100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77 11 7387401 5004895 1870454 268160 19589022 14635469 1 1 39189056 19015197 5727729 2115491 61816491 37131946 1282811 2109256 1334957 39189056 28105983 5087320 5083737 1145094 37131946 31184611 1257624 -2895451 1440801 28105983 24754935 3464607 4047916 1082847 31184611 0.45249 0.49849 0.04902 0 0 102292 102292 0 0 OWL CREEK SOCIALLY RESPONSIBLE FUND, LTD. 1503461 F JPAS EMERGING MARKET 3830849 F JPAS CREDIT 3557471 F JPAS STRAGEGIC 2375564 F JPAS PRIVATE EQUITY 875523 F JPAS REAL ASSETS 623648 F JPAS EARLY STAGE OPPORTUNITIES 428290 F JPAS VENTURE CAPITAL 51165 F JPAS IMPACT 1659866 F 14905837 BENEFICIAL ENDOWMENT 38077907 AGENCY FUNDS 147434 38225341 24337396 4118216 -720000 3398216 20939180 557554 95226 652780 21591960 5255010 0 5255010 557554 95226 652780 5907790 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. NORTH AMERICA INVESTMENT IN PARNTERSHIP N/A 216000 0 0 0 0 0 0 216000 0 216000 1 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 DIOCESE OF SAN JOSE (AND ITS PARISHES) 1150 N 1ST ST STE 100 SAN JOSE CA 951124966 942734503 501(C)(3) 1753382 0 GENERAL FINANCIAL SUPPORT CLEAR CREEK SERVICES INC 35525 NILES BLVD FREMONT CA 94536 943338685 501(C)(3) 292000 0 GENERAL FINANCIAL SUPPORT SACRED HEART CHURCH 529 I ST PATTERSON CA 95363 431989181 501(C)(3) 292000 0 GENERAL FINANCIAL SUPPORT SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 951103005 952206754 501(C)(3) 227947 0 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER RD STE 200 SAN JOSE CA 951342130 942762269 501(C)(3) 197636 0 GENERAL FINANCIAL SUPPORT CRISTO REY SAN JOS JESUIT HIGH SCHOOL PO BOX 5040 SAN JOSE CA 95150 462594689 501(C)(3) 100397 0 GENERAL FINANCIAL SUPPORT SAINT MARY'S COLLEGE OF CALIFORNIA 1928 ST MARYS ROAD PMB 3554 MORAGA CA 94575 941156599 501(C)(3) 85000 0 GENERAL FINANCIAL SUPPORT SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE CA 95134 942614101 501(C)(3) 46397 0 GENERAL FINANCIAL SUPPORT FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS FOCUS PO BOX 17408 DENVER CO 80217 841522811 501(C)(3) 45000 0 GENERAL FINANCIAL SUPPORT JESUITS WEST PO BOX 68 LOS GATOS CA 950310068 941156486 501(C)(3) 41000 0 GENERAL FINANCIAL SUPPORT MARTHA'S KITCHEN 311 WILLOW ST SAN JOSE CA 951103215 912091094 501(C)(3) 35673 0 GENERAL FINANCIAL SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 950530001 941156617 501(C)(3) 35147 0 GENERAL FINANCIAL SUPPORT MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 390806251 501(C)(3) 32500 0 GENERAL FINANCIAL SUPPORT NPH USA SOUTHWEST REGION 5110 NORTH 40TH STREET SUITE 100 PHOENIX AZ 850182143 651229309 501(C)(3) 30000 0 GENERAL FINANCIAL SUPPORT THE BASIC FUND 1301 CLAY STREET 70450 OAKLAND CA 94612 943290699 501(C)(3) 30000 0 GENERAL FINANCIAL SUPPORT BELLARMINE COLLEGE PREPARATORY 960 W HEDDING ST SAN JOSE CA 951261215 941160938 501(C)(3) 27000 0 GENERAL FINANCIAL SUPPORT FIRST CONGREGATIONAL CHURCH OF ALAMEDA 1912 CENTRAL AVE ALAMEDA CA 94501 941422461 501(C)(3) 25250 0 GENERAL FINANCIAL SUPPORT CATHOLIC MEDICAL MISSION BOARD GIFT PROCESSING CENTERPO BOX 37041 BOONE IA 500370041 135602319 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE HOLLYWOOD CA 90027 133391210 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT GLENMARY HOME MISSIONERS PO BOX 465618 CINCINNATI OH 45246 310537070 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT GOOD COUNSEL 600 MEADOWLANDS PKWY STE 251 SECAUCUS NJ 07094 222831271 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT HOUSING INDUSTRY FOUNDATION SOBRATO CENTER FOR NONPROFITS3460 W BAYSHORE RD STE 101 PALO ALTO CA 94303 943100671 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT MARYKNOLL LAY MISSIONERS MISSION ADVANCEMENT OFFICEPO BOX 307 MARYKNOLL NY 10545 133864513 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT MISSION OF OUR LADY OF MERCY (MERCY HOME) 1140 W JACKSON BLVD CHICAGO IL 60607 362171726 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT NEW CAMALDOLI HERMITAGE 62475 HIGHWAY 1 BIG SUR CA 939209533 946050278 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT SAINT LAWRENCE OF BRINDISI 10122 COMPTON AVE LOS ANGELES CA 90002 951781350 501(C)(3) 25000 0 GENERAL FINANCIAL SUPPORT SACRED HEART COMMUNITY SERVICE 1381 S 1ST ST SAN JOSE CA 951103431 237179787 501(C)(3) 24750 0 GENERAL FINANCIAL SUPPORT PRESENTATION HIGH SCHOOL 2281 PLUMMER AVE SAN JOSE CA 951254700 941562816 501(C)(3) 23500 0 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO 1555 39TH AVE SAN FRANCISCO CA 94122 941498472 501(C)(3) 21000 0 GENERAL FINANCIAL SUPPORT SAINT FRANCIS HIGH SCHOOL 1885 MIRAMONTE AVE MOUNTAIN VIEW CA 940404098 941337628 501(C)(3) 20000 0 GENERAL FINANCIAL SUPPORT UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 310536715 501(C)(3) 18000 0 GENERAL FINANCIAL SUPPORT ORDER OF MALTA - WESTERN ASSOCIATION 610 16TH ST STE 410 OAKLAND CA 94612 237450840 501(C)(3) 17000 0 GENERAL FINANCIAL SUPPORT AMERICAN LEADERSHIP FORUM - SILICON VALLEY 1400 PARKMOOR AVE STE 280 SAN JOSE CA 95126 943092396 501(C)(3) 15000 0 GENERAL FINANCIAL SUPPORT CATHOLIC RELIEF SERVICES PO BOX 17090 BALTIMORE MD 21297 135563422 501(C)(3) 14550 0 GENERAL FINANCIAL SUPPORT HOWARD JARVIS TAXPAYERS FOUNDATION 30100 TOWN CENTER DR O-314 LAGUNA NIGUEL CA 92677 521155794 501(C)(3) 13000 0 GENERAL FINANCIAL SUPPORT NOTRE DAME HIGH SCHOOL 596 S 2ND ST SAN JOSE CA 951125707 941275235 501(C)(3) 12349 0 GENERAL FINANCIAL SUPPORT IMMACULATE HEART RADIO PO BOX 10707 GREEN BAY WI 54307 680411982 501(C)(3) 12200 0 GENERAL FINANCIAL SUPPORT JESUIT HIGH SCHOOL 1200 JACOB LANE CARMICHAEL CA 95608 941525873 501(C)(3) 12000 0 GENERAL FINANCIAL SUPPORT SAINT RAYMONDS CATHOLIC CHURCH 1100 SANTA CRUZ AVE MENLO PARK CA 94025 941156739 501(C)(3) 12000 0 GENERAL FINANCIAL SUPPORT STUDENTS FOR LIFE OF AMERICA 1000 WINCHESTER ST STE 301 FREDERICKSBURG VA 224013838 521576352 501(C)(3) 11500 0 GENERAL FINANCIAL SUPPORT ACE CHARTER SCHOOLS 1100 SHASTA AVE 250 SAN JOSE CA 95126 261570590 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT CAMP THRIVE 88 RACE ST SAN JOSE CA 95126 821132394 501(C)(3) 10000 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) 10000 0 GENERAL FINANCIAL SUPPORT CATHEDRAL SCHOOL FOR BOYS 1275 SACRAMENTO ST SAN FRANCISCO CA 94108 941156846 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MIAMI 1505 NE 26TH ST WILTON MANORS FL 33305 591279497 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT CENTER FOR NEW AMERICAN SECURITY 1152 15TH ST NW STE 950 WASHINGTON DC 20005 208084828 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT COACHING CORPS 310 8TH ST STE 300 OAKLAND CA 94607 943310845 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT COUNCIL OF KOREAN AMERICANS 1875 K ST NW STE 400 WASHINGTON DC 20006 273496925 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT GOLDEN HEART FUND 4949 MARIE P DEBARTOLO WAY SANTA CLARA CA 95054 814595320 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 2000 P ST NW STE 310 WASHINGTON DC 20036 522050117 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT STERN GROVE FESTIVAL ASSOCIATION 832 FOLSTOM ST STE 100 SAN FRANCISCO CA 94107 946064356 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON ST NEW HAVEN CT 06510 066032106 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT THE SAN JOSE SPORTS AUTHORITY PO BOX 350 SAN JOSE CA 95103 770269729 501(C)(3) 10000 0 GENERAL FINANCIAL SUPPORT CATHOLIC COMMUNITY FOUNDATION 777 N 1ST ST STE 490 SAN JOSE CA 951126339 830400149 501(C)(3) 9810 0 GENERAL FINANCIAL SUPPORT CROSS CATHOLIC OUTREACH PO BOX 97168 WASHINGTON DC 200907168 651156061 501(C)(3) 9268 0 GENERAL FINANCIAL SUPPORT LOAVES AND FISHES FAMILY KITCHEN 1500 BERGER DR SAN JOSE CA 95112 770370874 501(C)(3) 8863 0 GENERAL FINANCIAL SUPPORT PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL SUITE 1290 SACRAMENTO CA 95814 942197343 501(C)(3) 8000 0 GENERAL FINANCIAL SUPPORT ST VINCENT DE PAUL SANTA CLARA COUNTY PO BOX 5579 SAN JOSE CA 951505579 941358301 501(C)(3) 8000 0 GENERAL FINANCIAL SUPPORT AMERICAN RED CROSS PO BOX 37839 BOONE IA 500370839 530196605 501(C)(3) 7500 0 GENERAL FINANCIAL SUPPORT CATHOLIC NEAR EAST WELFARE ASSOCIATION CNEWA 1011 FIRST AVE NEW YORK NY 10022 131623929 501(C)(3) 7500 0 GENERAL FINANCIAL SUPPORT MOUNT ST JOSEPH CARMELITE MONASTERY P O BOX 3420 SAN JOSE CA 95156 946087494 501(C)(3) 7500 0 GENERAL FINANCIAL SUPPORT CITYTEAM MINISTRIES 2306 ZANKER RD SAN JOSE CA 951311115 941501265 501(C)(3) 7400 0 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES USA 2050 BALLENGER AVE SUITE 400 ALEXANDRIA VA 22314 530196620 501(C)(3) 7000 0 GENERAL FINANCIAL SUPPORT LABRADOR RETRIEVER RESCUE OF FRESNO PO BOX 1484 CLOVIS CA 93613 273741358 501(C)(3) 6500 0 GENERAL FINANCIAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 6250 0 GENERAL FINANCIAL SUPPORT COVIA FOUNDATION 2185 N CALIFORNIA BLVD STE 215 WALNUT CREEK CA 94596 460502111 501(C)(3) 6000 0 GENERAL FINANCIAL SUPPORT GUADALUPE HOPE SOCIETY 100 OCONNOR DR STE 1 SAN JOSE CA 95128 460765798 501(C)(3) 6000 0 GENERAL FINANCIAL SUPPORT SCORE 455 MARKET ST STE 600 SAN FRANCISCO CA 94105 521067290 501(C)(3) 6000 0 GENERAL FINANCIAL SUPPORT SUTTER BAY MEDICAL FOUNDATION 795 EL CAMINO REAL PALO ALTO CA 94301 941156581 501(C)(3) 6000 0 GENERAL FINANCIAL SUPPORT 69 69 PART I, LINE 2: 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. 1 X X X X 0 0 0 0 0 0 0 0 0 MARY QUILICI AUMACK CEO 259000 0 15000 0 0 0 10960 0 12648 0 297608 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. X 20 2325697 FAIR MARKET VALUE X 1 4320000 FAIR MARKET VALUE 0 1 0 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.