CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY: Form 990, tax year 2019
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- Organization
- CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY (EIN 83-0400149)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349311285
- Schema version
- 2019v5.1
- 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
- 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 | 2020-11-13T18:30:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 OF SAN | 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 NORTH FIRST STREET NO 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER J MALUTTA | PreparerPersonNm |
| PTIN | P00445699 | PTIN |
| Phone | 4082862200 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.50.205.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 12:00:57 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C99CA92EC72E87A7EED997422CF6FA9762E549DC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 NORTH FIRST STREET NO 490 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,205,764 | 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 OF THE COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $33,927 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $29,634 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,308,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,010,395 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,209,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,770,161 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,031 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,748 | CYOtherRevenueAmt |
| PY Total Revenue | $7,501,749 | PYTotalRevenueAmt |
| CY Total Revenue | $11,776,808 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,987,720 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,249,533 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $662,817 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $646,247 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $428,980 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $587,297 | PYOtherExpensesAmt |
| CY Other Expenses | $642,470 | CYOtherExpensesAmt |
| PY Total Expenses | $3,237,834 | PYTotalExpensesAmt |
| CY Total Expenses | $3,538,250 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,263,915 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,238,558 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,905,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,961,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,322,139 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,695,709 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,582,967 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,265,777 | 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 OF THE COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,275,719 | ExpenseAmt |
| Grant | $1,061,332 | 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 | $1,209,646 | ExpenseAmt |
| Grant | $1,006,363 | 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 | $161,329 | ExpenseAmt |
| Grant | $134,217 | GrantAmt |
| Desc | SUPPORT OF CATHOLIC PARISHES AND MINISTRIES IN SANTA CLARA COUNTY, CALIFORNIA | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $57,240 | ExpenseAmt |
| Grant | $47,621 | GrantAmt |
| Desc | OTHERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $57,240 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $47,621 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,703,934 | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 |
| Other | Yes (X) | OtherInd |
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 NORTH FIRST STREET NO 490 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARMAINE WARMENHOVEN | ||||||
| CHAIR | 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 BARAMON | ||||||
| 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 | |
| MARY QUILICI AUMACK | ||||||
| CEO | 40.00 | $281,682 | $0 | $25,848 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $281,682 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,848 | 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 |
| Fundraising | $3,063 | FundraisingAmt |
| All Other Contributions | $10,007,332 | AllOtherContributionsAmt |
| Noncash Contributions | $4,066,595 | NoncashContributionsAmt |
| Total Contributions | $10,010,395 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,032,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $998,344 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,927 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,159,909 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,422,019 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $737,890 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $737,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $737,890 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,937 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,063 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,937 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS REVENUE | 900099 | $11,537 | $11,537 |
| K1-ABERDEEN INSTITUTIONAL COMINGL | 900099 | $704 | $704 |
| K1-LONE JUNIPER, L.P. | 900099 | -$15,989 | -$15,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$3,748 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,776,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,732,486 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,927 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,249,533 | TotalAmt |
| Program Services | $2,249,533 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,682 | TotalAmt |
| Program Services | $14,084 | ProgramServicesAmt |
| Management And General | $70,421 | ManagementAndGeneralAmt |
| Fundraising | $197,177 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,125 | TotalAmt |
| Program Services | $67,400 | ProgramServicesAmt |
| Management And General | $109,002 | ManagementAndGeneralAmt |
| Fundraising | $82,723 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,001 | TotalAmt |
| Program Services | $2,850 | ProgramServicesAmt |
| Management And General | $7,734 | ManagementAndGeneralAmt |
| Fundraising | $9,417 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,712 | TotalAmt |
| Program Services | $7,225 | ProgramServicesAmt |
| Management And General | $19,608 | ManagementAndGeneralAmt |
| Fundraising | $23,879 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,727 | TotalAmt |
| Program Services | $5,232 | ProgramServicesAmt |
| Management And General | $11,522 | ManagementAndGeneralAmt |
| Fundraising | $17,973 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429 | TotalAmt |
| Management And General | $429 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,950 | TotalAmt |
| Management And General | $37,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,023 | TotalAmt |
| Program Services | $241,023 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,304 | TotalAmt |
| Program Services | $2,896 | ProgramServicesAmt |
| Management And General | $10,756 | ManagementAndGeneralAmt |
| Fundraising | $9,652 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,835 | TotalAmt |
| Program Services | $1,013 | ProgramServicesAmt |
| Management And General | $3,375 | ManagementAndGeneralAmt |
| Fundraising | $54,447 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,726 | TotalAmt |
| Program Services | $709 | ProgramServicesAmt |
| Management And General | $2,363 | ManagementAndGeneralAmt |
| Fundraising | $1,654 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,819 | TotalAmt |
| Program Services | $5,953 | ProgramServicesAmt |
| Management And General | $41,977 | ManagementAndGeneralAmt |
| Fundraising | $13,889 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,910 | TotalAmt |
| Program Services | $4,786 | ProgramServicesAmt |
| Management And General | $15,956 | ManagementAndGeneralAmt |
| Fundraising | $11,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,997 | TotalAmt |
| Management And General | $5,997 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,644 | TotalAmt |
| Program Services | $1,448 | ProgramServicesAmt |
| Management And General | $4,465 | ManagementAndGeneralAmt |
| Fundraising | $3,731 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| K1-LONE JUNIPER, L.P. - | $85,579 | $85,579 | ||
| FINANCIAL AND ADMINISTR | $48,863 | $345 | $47,334 | $1,184 |
| K1-ABERDEEN - OTHER EXP | $12,964 | $12,964 | ||
| UNRELATED BUSINESS INCO | $6,856 | $6,856 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,571 | TotalAmt |
| Program Services | $894 | ProgramServicesAmt |
| Management And General | $9,591 | ManagementAndGeneralAmt |
| Fundraising | $2,086 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,538,250 | TotalAmt |
| Program Services | $2,703,934 | ProgramServicesAmt |
| Management And General | $405,336 | ManagementAndGeneralAmt |
| Fundraising | $428,980 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,017 | BOYAmt |
| EOY | $568,343 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,696 | BOYAmt |
| EOY | $5,842,166 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,154 | BOYAmt |
| EOY | $10,777 | 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 | $45,480,537 | BOYAmt |
| EOY | $74,726,814 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,439,033 | BOYAmt |
| EOY | $6,789,275 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,669 | BOYAmt |
| EOY | $24,111 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,905,106 | BOYAmt |
| EOY | $87,961,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,944 | BOYAmt |
| EOY | $119,843 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,208,195 | BOYAmt |
| EOY | $29,575,866 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,322,139 | BOYAmt |
| EOY | $29,695,709 | 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 | $30,749,957 | BOYAmt |
| EOY | $38,024,274 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,833,010 | BOYAmt |
| EOY | $20,241,503 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,582,967 | BOYAmt |
| EOY | $58,265,777 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,905,106 | BOYAmt |
| EOY | $87,961,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,238,558 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,444,252 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,424,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,960,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,680,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,308,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,010,395 | CurrentTaxYearAmt |
| Total | $25,384,397 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,424,245 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,960,764 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,680,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,308,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,010,395 | CurrentTaxYearAmt |
| Total | $25,384,397 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,384,397 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,895 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $597,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $615,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,117,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,032,271 | CurrentTaxYearAmt |
| Total | $3,898,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,282,875 | TotalSupportAmt |
| Public Support CY170 | 0.86690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83630 | 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 | 69 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,572,727 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $12,145 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,061,331 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $47,621 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,678,263 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $7,344,834 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,851,767 | BeginningYearBalanceAmt |
| Contributions | $1,129,847 | ContributionsAmt |
| Investment Earnings Or Losses | $1,743,661 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $970,340 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,754,935 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,606,714 | BeginningYearBalanceAmt |
| Contributions | $615,292 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,753,018 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $617,221 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,851,767 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04260 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEDGE FUNDS | Desc |
| Book Value | $6,789,275 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,789,275 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIAL ENDOWMENT | $29,459,027 |
| AGENCY FUNDS | $116,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,575,866 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,881,494 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,444,252 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,444,252 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,437,242 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $241,023 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $98,543 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $339,566 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,776,808 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,198,684 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,198,684 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $241,023 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $98,543 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $339,566 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,538,250 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | K1 INCOME 98,543. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | K1 EXPENSES 98,543. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Type Of Activities Conducted | INVESTMENTS IN HEDGE FUNDS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| 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 | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | 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 (41 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DIOCESE OF SAN JOSE | ||||||||
| 1150 N 1ST STREET SUITE 100 | SAN JOSE | CA | 95112 | 942734503 | 501(C)(3) | $1,330,673 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | ||||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 942762269 | 501(C)(3) | $99,525 | GENERAL FINANCIAL SUPPORT | |
| COVENANT HOUSE CALIFORNIA | ||||||||
| 1325 N WESTERN AVENUE | HOLLYWOOD | CA | 90027 | 133391210 | 501(C)(3) | $33,000 | GENERAL FINANCIAL SUPPORT | |
| UNIVERSITY OF DAYTON | ||||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 310536715 | 501(C)(3) | $12,000 | GENERAL FINANCIAL SUPPORT | |
| NOTRE DAME HIGH SCHOOL | ||||||||
| 596 S 2ND ST | SAN JOSE | CA | 95112 | 941275235 | 501(C)(3) | $29,418 | GENERAL FINANCIAL SUPPORT | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $34,250 | GENERAL FINANCIAL SUPPORT | |
| CRISTO REY SAN JOSE HIGH SCHOOL | ||||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | 462594689 | 501(C)(3) | $15,600 | GENERAL FINANCIAL SUPPORT | |
| AMERICAN LEADERSHIP FORUM - SILICON VALLEY | ||||||||
| 1400 PARKMOOR AVE STE 280 | SAN JOSE | CA | 95126 | 943092396 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| JESUITS WEST | ||||||||
| PO BOX 68 | LOS GATOS | CA | 950310068 | 941156486 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| SACRED HEART NATIVITY SCHOOL | ||||||||
| 310 EDWARDS AVE | SAN JOSE | CA | 951103005 | 952206754 | 501(C)(3) | $46,550 | GENERAL FINANCIAL SUPPORT | |
| THE BASIC FUND | ||||||||
| 1301 CLAY STREET 70450 | OAKLAND | CA | 94612 | 943290699 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| CATHEDRAL SCHOOL FOR BOYS | ||||||||
| 1275 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | 941156846 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS (FOCUS) | ||||||||
| PO BOX 18710 | GOLDEN | CO | 90402 | 841522811 | 501(C)(3) | $10,500 | GENERAL FINANCIAL SUPPORT | |
| MARQUETTE UNIVERSITY | ||||||||
| 915 W WISCONSIN AVE | MILWAUKEE | WI | 53233 | 390806251 | 501(C)(3) | $20,000 | GENERAL FINANCIAL SUPPORT | |
| THE COMMONWEALTH CLUB OF CALIFORNIA | ||||||||
| 110 THE EMBARCADERO | SAN FRANCISCO | CA | 94105 | 940399260 | 501(C)(3) | $20,000 | GENERAL FINANCIAL SUPPORT | |
| SECOND HARVEST FOOD BANK OF SILICON VALLEY | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501(C)(3) | $16,550 | GENERAL FINANCIAL SUPPORT | |
| SAINT RAYMONDS CATHOLIC CHURCH | ||||||||
| 1100 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | 941156739 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO | ||||||||
| 990 EDDY ST | SAN FRANCISCO | CA | 94109 | 941498472 | 501(C)(3) | $21,800 | GENERAL FINANCIAL SUPPORT | |
| IOLANI SCHOOL | ||||||||
| 563 KAMOKU ST | HONOLULU | HI | 96826 | 990073502 | 501(C)(3) | $15,000 | GENERAL FINANCIAL SUPPORT | |
| JESUIT HIGH SCHOOL | ||||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | 941525873 | 501(C)(3) | $120,000 | GENERAL FINANCIAL SUPPORT | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $9,300 | GENERAL FINANCIAL SUPPORT | |
| SACRED HEART COMMUNITY SERVICE | ||||||||
| 1381 S 1ST ST | SAN JOSE | CA | 95110 | 237179787 | 501(C)(3) | $12,500 | GENERAL FINANCIAL SUPPORT | |
| ST CLARE'S RETREAT HOUSE | ||||||||
| 2381 LAUREL GLEN RD | SOQUEL | CA | 950739719 | 941365586 | 501(C)(3) | $25,000 | GENERAL FINANCIAL SUPPORT | |
| UNIVERSITY OF NEBRASKA NEWMAN CENTER | ||||||||
| 320 N 16TH ST | LINCOLN | NE | 68508 | 470436557 | 501(C)(3) | $15,000 | GENERAL FINANCIAL SUPPORT | |
| CORPUS CHRISTI MONASTERY | ||||||||
| 215 OAK GROVE AVE | MENLO PARK | CA | 940253272 | 530196617 | 501(C)(3) | $12,000 | GENERAL FINANCIAL SUPPORT | |
| HOWARD JARVIS TAXPAYERS FOUNDATION | ||||||||
| 30100 TOWN CENTER DR | LAGUNA NIGUEL | CA | 92677 | 521155794 | 501(C)(3) | $12,000 | GENERAL FINANCIAL SUPPORT | |
| PRESENTATION HIGH SCHOOL | ||||||||
| 2281 PLUMMER AVE | SAN JOSE | CA | 951254700 | 941562816 | 501(C)(3) | $11,500 | GENERAL FINANCIAL SUPPORT | |
| BENEDICT XVI INSTITUTE | ||||||||
| ONE PETER YORKE WAY | SAN FRANCISCO | CA | 94109 | 463988032 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| HOMEFIRST SERVICES OF SANTA CLARA COUNTY | ||||||||
| SOBRATO CENTER FOR NONPROFITS 507 | MILPITAS | CA | 95035 | 942684272 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | VALLEY WAY |
| HRJ CHARITIES (CHAMPION CHARITIES) | ||||||||
| 555 BRYANT ST SUITE 230 | PALO ALTO | CA | 94301 | 651252760 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| MISSION OF OUR LADY OF MERCY (MERCY HOME) | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | 362171726 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||
| 832 FOLSOM ST STE 100 | SAN FRANCISCO | CA | 94107 | 946064356 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT | |
| GOOD COUNSEL | ||||||||
| 411 CLINTON ST PO BOX 6068 | HOBOKEN | NJ | 07030 | 222831271 | 501(C)(3) | $7,000 | GENERAL FINANCIAL SUPPORT | |
| SOVEREIGN ORDER OF MALTA - WESTERN ASSOCIATION | ||||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | 237450840 | 501(C)(3) | $6,800 | GENERAL FINANCIAL SUPPORT | |
| OUR LADY OF WAYSIDE CHURCH | ||||||||
| 930 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | 941556499 | 501(C)(3) | $6,500 | GENERAL FINANCIAL SUPPORT | |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION CNEWA | ||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | 131623929 | 501(C)(3) | $6,000 | GENERAL FINANCIAL SUPPORT | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | 942197343 | 501(C)(3) | $6,000 | GENERAL FINANCIAL SUPPORT | |
| CROSS CATHOLIC OUTREACH | ||||||||
| PO BOX 97168 | WASHINGTON | DC | 200907168 | 651156061 | 501(C)(3) | $5,320 | GENERAL FINANCIAL SUPPORT | |
| SAINT LAWRENCE OF BRINDISI | ||||||||
| 10122 COMPTON AVE | LOS ANGELS | CA | 90002 | 951781350 | 501(C)(3) | $5,300 | GENERAL FINANCIAL SUPPORT | |
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD ST 3RD FLOOR | BROOKLYN | NY | 11222 | 861089466 | 501(C)(3) | $5,250 | GENERAL FINANCIAL SUPPORT | |
| SAINT FRANCIS HIGH SCHOOL | ||||||||
| 1885 MIRAMONTE AVE | MOUNTAIN VIEW | CA | 940404098 | 941337628 | 501(C)(3) | $5,250 | GENERAL FINANCIAL SUPPORT | |
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 | $281,682 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,267 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,581 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $307,530 | 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 | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,066,595 | 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 IX, LINE 24E | MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,125. PRINTING AND POSTAGE: PROGRAM SERVICE EXPENSES 894. MANAGEMENT AND GENERAL EXPENSES 2,980. FUNDRAISING EXPENSES 2,086. TOTAL EXPENSES 5,960. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 486. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 486. |
| F990 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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