ARTHUR M JAWAD EDUCATION FUND FOR SAINT JOSEPH NOTRE DAME HS: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ARTHUR M JAWAD EDUCATION FUND FOR SAINT JOSEPH NOTRE DAME HS (EIN 71-0922196)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-09-16
IRS object ID
202122599349300232
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-16T15:52:04-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841980623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA ACCOUNTANCY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 POST STREET STE 200AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94108ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710922196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR M JAWAD EDUCATION FUNDBusinessNameLine1Txt
Business Name Line2FOR ST JOSEPH NOTRE DAME HIGH SCHOOLBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARTHBusinessNameControlTxt
Phone5105231526PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 CHESTNUT STREETAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH CAMPBELLPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone5105231526PhoneNum
Signature2021-09-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHPersonFirstNm
Person LastCAMPBELLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD M FAHEYPreparerPersonNm
PTINP00194561PTIN
Phone4157774488PhoneNum
Preparation2021-08-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICH CAMPBELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 CHESTNUT STREETAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94501ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$25,746,373GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SJND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT OF ST. JOSEPH NOTRE DAME HIGH SCHOOL.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$274,655PYInvestmentIncomeAmt
CY Investment Income$4,151,907CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$76CYOtherRevenueAmt
PY Total Revenue$274,655PYTotalRevenueAmt
CY Total Revenue$4,151,983CYTotalRevenueAmt
PY Grants And Similar Paid$617,114PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$526,242CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$92,308PYOtherExpensesAmt
CY Other Expenses$84,395CYOtherExpensesAmt
PY Total Expenses$709,422PYTotalExpensesAmt
CY Total Expenses$610,637CYTotalExpensesAmt
PY Revenues Less Expenses-$434,767PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,541,346CYRevenuesLessExpensesAmt
Total Assets BOY$14,619,739TotalAssetsBOYAmt
Total Assets EOY$16,902,850TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,619,739NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,902,850NetAssetsOrFundBalancesEOYAmt
MissionTHE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT AND TO CARRY OUT THE PURPOSES OF SAINT JOSEPH NOTRE DAME HIGH SCHOOL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$526,242ExpenseAmt
Grant$526,242GrantAmt
DescTHE ORGANIZATION MAKES GRANTS FOR THE EXCLUSIVE PURPOSE OF SUPPORTING THE EDUCATIONAL PROGRAMS AND ACTIVITIES OF SAINT JOSEPH NOTRE DAME HIGH SCHOOL IN ALAMEDA, CA. IN ADDITION TO SUPPORTING THE SCHOOL'S ANNUAL OPERATING BUDGET, GRANT FUNDS ARE USED BY THE SCHOOL TO PROVIDE TUITION AND SCHOLARSHIP ASSISTANCE, PURCHASE EQUIPMENT AND RESOURCE MATERIALS, ENHANCE FACILITIES AND SUPPORT EDUCATIONAL PROGRAMS AND ACTIVITIES. FOR THE YEAR ENDED JUNE 30, 2021, $526,242 WAS GRANTED TO THE SCHOOL. APPROXIMATELY $13.8 MILLION HAD BEEN GRANTED TO THE SCHOOL IN SUPPORT OF ITS PROGRAMS SINCE THE FORMATION OF THE ARTHUR M. JAWAD EDUCATION FUND.Desc
Total Program Service Expenses$526,242TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOLLIE MCFARLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5109959454PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 CHESTNUT STREETAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94501ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ANTHONY AIELLO
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
JULIE GUEVARA
EX-OFFICIO/PRINCIPAL2.00Yes (X)$0$0$0
JIM THOMPSON
DIRECTOR2.00Yes (X)$0$0$0
JIM MOONEY
DIRECTOR2.00Yes (X)$0$0$0
RICH CAMPBELL
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MOLLIE MCFARLAND
SECRETARY2.00Yes (X)Yes (X)$0$0$0
MARGIE RATTO-YOUNG
DIRECTOR2.00Yes (X)$0$0$0
DIEGO FLORES
DIRECTOR2.00Yes (X)$0$0$0
DAN PRISLIN
DIRECTOR2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$416,296TotalRevenueColumnAmt
Exclusion$416,296ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,330,001SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$21,594,390SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,735,611SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,735,611TotalRevenueColumnAmt
Related Or Exempt Func Income$3,735,611RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$76TotalRevenueColumnAmt
Related Or Exempt Func Income$76RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$76OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,151,983TotalRevenueColumnAmt
Related Or Exempt Func Income$3,735,687RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$416,296ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$526,242TotalAmt
Program Services$526,242ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,800TotalAmt
Management And General$9,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$71,650TotalAmt
Management And General$71,650ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,855TotalAmt
Management And General$2,855ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Total$90TotalAmt
Management And General$90ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$610,637TotalAmt
Program Services$526,242ProgramServicesAmt
Management And General$84,395ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,619,420BOYAmt
EOY$49,440EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,000,319BOYAmt
EOY$16,853,410EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,619,739BOYAmt
EOY$16,902,850EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,619,739BOYAmt
EOY$16,902,850EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,619,739BOYAmt
EOY$16,902,850EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,619,739BOYAmt
EOY$16,902,850EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,541,346ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,258,235NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1STJOSEPH NOTRE DAME HIGH SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN870713302EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$526,242SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$526,242SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close Relationship0OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$966,570CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$532,866PriorYearAmt
Current Year$416,372CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$532,866PriorYearAmt
Current Year$1,382,942CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$72,091PriorYearAmt
Current Year$71,650CurrentYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$460,775PriorYearAmt
Current Year$1,311,292CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$14,271,768PriorYearAmt
Current Year$15,362,163CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$957,897PriorYearAmt
Current Year$678,368CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$15,229,665PriorYearAmt
Current Year$16,040,531CurrentYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$15,229,665PriorYearAmt
Current Year$16,040,531CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$228,445PriorYearAmt
Current Year$240,608CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$15,001,220PriorYearAmt
Current Year$15,799,923CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$525,043PriorYearAmt
Current Year$552,997CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt
Current Year$0CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$525,043PriorYearAmt
Current Year$552,997CurrentYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$460,775CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$391,659CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$525,043CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$525,043CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$525,043CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$526,242CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$12,745CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$538,987CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$526,242CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$525,043CYDistributableAsAdjustedAmt
CY Distribution Yr100.000000000000CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$525,043CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$385,248ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$385,248TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$385,248CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$538,987CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$139,795CYDistriAppDistributableAmt
Excess Distribution$399,192ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$399,192ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$399,192ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, SECTION D - LINE 2FormAndLineReferenceDesc
ExplanationUSE OF GRANTS IS MONITORED THROUGH REPORTING TO THE BOARD BY THE PRINCIPAL OF ST. JOSEPH'S NOTRE DAME HIGH SCHOOL. IN ADDITION, THE BOARD IS AWARE OF SCHOOL ACTIVITIES THROUGH OTHER INTERACTIONS IN THE COMMUNITY.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,619,739BeginningYearBalanceAmt
Investment Earnings Or Losses$2,893,748InvestmentEarningsOrLossesAmt
Grants Or Scholarships$526,242GrantsOrScholarshipsAmt
Administrative Expenses$84,395AdministrativeExpensesAmt
End Year Balance$16,902,850EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,691,434BeginningYearBalanceAmt
Investment Earnings Or Losses-$362,273InvestmentEarningsOrLossesAmt
Grants Or Scholarships$617,114GrantsOrScholarshipsAmt
Administrative Expenses$92,308AdministrativeExpensesAmt
End Year Balance$14,619,739EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,521,529BeginningYearBalanceAmt
Investment Earnings Or Losses$721,604InvestmentEarningsOrLossesAmt
Grants Or Scholarships$450,000GrantsOrScholarshipsAmt
Administrative Expenses$101,699AdministrativeExpensesAmt
End Year Balance$15,691,434EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,372,404BeginningYearBalanceAmt
Investment Earnings Or Losses$609,089InvestmentEarningsOrLossesAmt
Grants Or Scholarships$375,000GrantsOrScholarshipsAmt
Administrative Expenses$84,964AdministrativeExpensesAmt
End Year Balance$15,521,529EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,181,647BeginningYearBalanceAmt
Investment Earnings Or Losses$1,625,646InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,350,000GrantsOrScholarshipsAmt
Administrative Expenses$84,889AdministrativeExpensesAmt
End Year Balance$15,372,404EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.78400PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.21600TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ST JOSEPH NOTRE DAME HIGH SCHOOLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11011 CHESTNUT STREETAddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94501ZIPCd
FieldValueIRS element (for citing)
Recipient EIN870713302RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$526,242CashGrantAmt
Purpose Of GrantSUPPORT SCHOOL EDUCATIONAL PROGRAMS AND ACTIVITIES, PROVIDE TUITION ASSISTANCE, AND ENHANCE FACILITIES AND PROGRAMS.PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUSE OF GRANTS IS MONITORED THROUGH REPORTING TO THE BOARD BY THE PRINCIPAL OF ST. JOSEPH'S NOTRE DAME HIGH SCHOOL. IN ADDITION, THE BOARD IS AWARE OF SCHOOL ACTIVITIES THROUGH OTHER INTERACTIONS IN THE COMMUNITY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY OF FORM 990 IS FIRST REVIEWED BY THE ORGANIZATION'S BOOKKEEPER. FORM 990 IS THEN SENT TO THE ORGANIZATION'S BOARD FOR THEIR APPROVAL PRIOR TO FILING OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION'S BOARD IS ASKED TO REVIEW THE POLICY AT THE BEGINNING OF EACH YEAR AND IS ALSO REMINDED OF THE POLICY, WHEN APPROPRIATE.
FORM 990, PART VI, SECTION C, LINE 19THE ARTHUR M. JAWAD EDUCATIONAL FUND MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON WRITTEN REQUEST.
FORM 990, PART XII - QUESTION 2(C)THE SELECTION OF INDEPENDENT ACCOUNTANTS IS APPROVED BY THE BOARD. ANNUAL FINANCIAL STATEMENTS ARE REVIEWED BY PERSONS DESIGNATED BY THE BOARD.

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