COMMUNITY FOUNDATION OF SAN CARLOS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF SAN CARLOS (EIN 84-2531005)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-10-28
- IRS object ID
- 202223019349301137
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-28T10:13:30-00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461967102 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSANNE STEVENS EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 Bovet Road Suite 600 | AddressLine1Txt |
| City | San Mateo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842531005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SAN CARLOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JESSICA H YANG | InCareOfNm |
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 6503959987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 113 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA H YANG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6503959987 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | YANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSANNE STEVENS | PreparerPersonNm |
| PTIN | P00268058 | PTIN |
| Phone | 6503072678 | PhoneNum |
| Preparation | 2022-10-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | JESSICA H YANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 113 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $227,120 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | cfsancarlos.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2019 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The mission of Community Foundation of San Carlos is to amplify the work of nonprofits serving San Carlos through grants from donations income and to raise funds for special projects addressing community needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $265,784 | PYContributionsGrantsAmt |
| CY Contributions Grants | $136,591 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $90,529 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $321,220 | PYTotalRevenueAmt |
| CY Total Revenue | $227,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $213,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $161,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,485 | PYOtherExpensesAmt |
| CY Other Expenses | $44,144 | CYOtherExpensesAmt |
| PY Total Expenses | $238,785 | PYTotalExpensesAmt |
| CY Total Expenses | $205,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $82,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,476 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,700,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,411,879 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,690,525 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,406,912 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Community Foundation of San Carlos is to amplify the work of nonprofits serving San Carlos through grants from its endowment income community donations, to raise funds for special projects addressing community needs, and to build a greater sense of community in San Carlos through outreach and community events. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $179,631 | ExpenseAmt |
| Grant | $161,500 | GrantAmt |
| Revenue | $136,591 | RevenueAmt |
| Desc | The Community Foundation of San Carlos serves as a connector for the community and local organizations by identifying community needs, sharing information resources. We address identified community needs by bringing together local nonprofits, businesses, service organizations, community leaders and donors to contribute time, in-kind goods services, and financial resources to create sustainable solutions. The focus of 2022 was on supporting our community members impacted by the pandemic while celebrating the rich and diverse heritage that comprise our community. During the 2021-2022 fiscal year, we awarded 161,500 grants to 30 area nonprofits. In addition, the Community Foundation of San Carlos supported a wide variety of community events and celebrations including public art projects. | Desc |
| Total Program Service Expenses | $179,631 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BEST | PersonNm |
| Phone | 4153050538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 113 | AddressLine1Txt |
| City | SAN CARLOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JESSICA H YANG | ||||||
| PRESIDENT | 015.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL CAMPBELL | ||||||
| VICE PRESIDENT | 004.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA LOVE | ||||||
| SECRETARY | 003.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN BEST | ||||||
| TREASURER | 006.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DONNA BECHT | ||||||
| DIRECTOR | 003.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS TRAN | ||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |
| CAMELLIA PHAM | ||||||
| DIRECTOR | 001.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY KRAFT | ||||||
| DIRECTOR | 005.00 | Yes (X) | $0 | $0 | $0 | |
| WILL STROHL | ||||||
| DIRECTOR | 003.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY MOORE | ||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |
| ROBB GIBSON | ||||||
| DIRECTOR | 001.00 | Yes (X) | $0 | $0 | $0 | |
| APARNA RAMAKRISHNAN | ||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |
| PAIGE SCOTT-SARMIENTO | ||||||
| DIRECTOR | 001.00 | Yes (X) | $0 | $0 | $0 | |
| MADISON DURAN | ||||||
| DIRECTOR | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $136,591 | AllOtherContributionsAmt |
| Total Contributions | $136,591 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,837 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,407 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,715 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,692 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,692 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,120 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,500 | TotalAmt |
| Program Services | $161,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,283 | TotalAmt |
| Management And General | $16,283 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,511 | TotalAmt |
| Program Services | $2,511 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178 | TotalAmt |
| Management And General | $178 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,004 | TotalAmt |
| Management And General | $4,004 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,708 | TotalAmt |
| Program Services | $9,708 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Dues subscriptions | $132 | $132 | |
| Legal regulatory | $84 | $84 | |
| Program collateral | $3,743 | $3,743 | |
| Payment fees | $267 | $267 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,984 | TotalAmt |
| Program Services | $2,168 | ProgramServicesAmt |
| Management And General | $3,816 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,644 | TotalAmt |
| Program Services | $179,630 | ProgramServicesAmt |
| Management And General | $26,014 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,190 | BOYAmt |
| EOY | $130,410 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,525 | BOYAmt |
| EOY | $120,074 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49 | BOYAmt |
| EOY | $345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,483,761 | BOYAmt |
| EOY | $2,161,050 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,525 | BOYAmt |
| EOY | $2,411,879 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $4,967 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $4,967 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,525 | BOYAmt |
| EOY | $2,406,912 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,525 | BOYAmt |
| EOY | $2,406,912 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,525 | BOYAmt |
| EOY | $2,411,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $21,476 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$305,090 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 Minus2 Years | $2,456,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,591 | CurrentTaxYearAmt |
| Total | $2,859,298 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,456,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $265,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,591 | CurrentTaxYearAmt |
| Total | $2,859,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,859,298 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,663 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $67,837 | CurrentTaxYearAmt |
| Total | $117,667 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,976,965 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ARBOR BAY SCHOOL | ||||||
| 1017 CEDAR ST | SAN CARLOS | CA | 94070 | 010748214 | $5,000 | ENRICHMENT PROGRAMS |
| CALIFORNIA CLUBHOUSE | ||||||
| 210 INDUSTRIAL RD STE 102 | SAN CARLOS | CA | 94070 | 462909253 | $5,000 | REHAB PROGRAM |
| CASA OF SAN MATEO COUNTY | ||||||
| 330 TWIN DOLPHIN DR STE 139 | REDWOOD CITY | CA | 94065 | 043849393 | $8,500 | SUPPORT YOUTH |
| CORA | ||||||
| 2211 PALM DR | SAN MATEO | CA | 94403 | 942481188 | $8,500 | SAFE HOUSING |
| EACH GREEN CORNER | ||||||
| 455 COUNTY CENTER 5TH FLOOR | REDWOOD CITY | CA | 94063 | 833320257 | $7,500 | FOOD |
| PENINSULA FAMILY CONNECTIONS | ||||||
| P O BOX 764 | SAN CARLOS | CA | 94070 | 943315163 | $5,000 | EDUCATION |
| FRIENDS OF REDWOOD HS | ||||||
| P O BOX 127 | SAN CARLOS | CA | 94070 | 842384786 | $5,000 | FOOD |
| HEALTHY CITIES TUTORING | ||||||
| P O BOX 653 | SAN CARLOS | CA | 94070 | 452543201 | $7,500 | TUTORING |
| HOME & HOPE | ||||||
| 1720 EL CAMINO REAL STE 7 | BURLINGAME | CA | 94010 | 943356735 | $5,000 | HOMELESSNESS |
| JOBS FOR YOUTH - SMCOUNTY | ||||||
| P O BOX 566 | SAN CARLOS | CA | 94070 | 946000532 | $2,000 | YOUTH JOBS |
| JUSTICE AT LAST INC | ||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 94025 | 475429192 | $2,500 | HUMAN TRAFFIKING |
| LIFEMOVES | ||||||
| 500 DISCOVERY PARKWAY | REDWOOD CITY | CA | 94063 | 770160469 | $10,000 | HOMELESSNESS |
| MARINE SCIENCE INSTITUTE | ||||||
| 200 INDUSTRIAL RD STE 195 | SAN CARLOS | CA | 94070 | 941719649 | $3,000 | SCIENCE EDUCATION |
| MULTICULTURAL INSTITUTE | ||||||
| 1920 SEVENTH ST | BERKELEY | CA | 94710 | 911823468 | $5,000 | SUPPORT DAY LABORERS |
| MUSIC FOR MINORS | ||||||
| 1303 SAN CARLOS AVE | SAN CARLOS | CA | 94070 | 942494433 | $5,000 | YOUTH MUSIC |
| ONE LIFE COUNSELING CENTER | ||||||
| 800 AIRPORT BLVD STE 320 | SAN CARLOS | CA | 94070 | 810919786 | $10,000 | COUNSELING |
| PARCA | ||||||
| 3460 W BAYSHORE BLVD | PALO ALTO | CA | 94303 | 941650851 | $5,000 | DISABLED GROUP HOME |
| SAMARITAN HOUSE | ||||||
| 4031 PACIFIC BLVD | SAN MATEO | CA | 94403 | 237416272 | $9,000 | SHELTER |
| SAN CARLOS CHILDRENS THEATRE | ||||||
| P O BOX 512 | SAN CARLOS | CA | 94070 | 943165692 | $7,500 | CHILDRENS ARTS |
| SECOND HARVEST - SMCOUNTY | ||||||
| 4001 N FIRST ST | SAN JOSE | CA | 95134 | 942614101 | $9,000 | FOOD BANK |
| SERVICE LEAGUE - SMCOUNTY | ||||||
| 727 MIDDLEFIELD RD | REDWOOD CITY | CA | 94063 | 941661885 | $5,000 | HOUSING FOR SUBSTANCE ABUSE |
| ST FRANCIS CENTER - RC | ||||||
| 151 BUCKINGHAM AVE | REDWOOD CITY | CA | 94063 | 943052056 | $5,000 | HELPING FAMILIES |
| STAR VISTA | ||||||
| 50 NORTH B STREET | SAN MATEO | CA | 94401 | 943094966 | $7,500 | MENTAL HEALTH |
| ST VINCENT DE PAUL - SMC | ||||||
| 610 ELM ST STE 212 | SAN CARLOS | CA | 94070 | 941375833 | $5,000 | FOOD INSECURITY |
| THERE WITH CARE - BAY AREA | ||||||
| 2682 MIDDLEFIELD RD STE H | REDWOOD CITY | CA | 94063 | 453952029 | $2,500 | CHILDREN WITH CRITICAL ILLNESS |
| UPWARD SCHOLARS | ||||||
| 855 JEFFERSON AVE | REDWOOD CITY | CA | 94064 | 454128140 | $5,000 | DISADVANTAGED STUDENTS |
| VILLAGES OF SAN MATEO COUNTY | ||||||
| P O BOX 813 | SAN CARLOS | CA | 94070 | 473571718 | $5,000 | SENIOR SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | Each member of the Board of Directors of the Community Foundation of San Carlos was provided with a complete copy of the Form 990 before it was filed. They were asked to bring forward any questions they might have and to provide any feedback they wished. |
| Form 990, Part VI, Section B, Line 12c | The CFSC Conflict of Interest Policy states, The foundation requires all board members to disclose any potential conflicts and sign an acknowledgement that they have read, understood and agreed to follow policy and that their disclosures are complete and accurate to the best of their knowledge. Disclosure of possible conflicts should be updated as new possible conflicts arise. In addition, the CFSC Bylaws provide the following in Section 10.3 The Board shall periodically review, no less than annually, any director, officer, agent or employee conflicts of interest and shall require an annual certification from each of them disclosing conflicts of interest. In Section 10.4 If the Board of Directors determines that an interested person has failed to disclose an actual or potential conflict of interest, it shall take appropriate disciplinary and corrective action, as the Board may determine at its sole discretion. |
| Form 990, Part VI, Section C, Line 19 | There have been no specific requests during the year for inspection of CFSCs governing documents, conflict of interest policy or financial statements. If requested, these documents would have been willingly shared. However, when CFSC went before the San Carlos City Council to present the details of its formation, Form 1023, the Bylaws, the Investment Policy, and the Grants Policy were a part of the Councils Board Packets for the meeting. They were also available to community members by request to the City. |
| Form 990, Part I, Section Column b, Line Lines 2-8 | Donations from these individuals came from their Donor-advised Funds at major financial institutions. The name of the donor of the fund is listed with a DAF designation after the name. IRS has not yet given specific guidance on how to handle donations of this sort on Schedule B. |
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