2020-11-13T18:30:19-06:00 2019-12-31 942847272 DELUCCHI HAWN LLP 333 W SANTA CLARA ST STE 750 SAN JOSE CA 951131716 990 2019-01-01 830400149 THE CATHOLIC COMMUNITY FOUNDATION OF SAN CATH 4089955219 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 MARY QUILICI AUMACK CEO 4089955219 2020-11-11 1 PETER J MALUTTA P00445699 4082862200 2020-11-11 104.50.205.65 2020-11-11 12:00:57 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C99CA92EC72E87A7EED997422CF6FA9762E549DC 2019 2021-01-29 14:40:06Z MARY QUILICI AUMACK 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 28205764 0 X WWW.CFOSCC.ORG X 2004 CA DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY. 13 13 7 13 33927 29634 5308634 10010395 0 0 2209146 1770161 -16031 -3748 7501749 11776808 1987720 2249533 0 0 662817 646247 0 0 428980 587297 642470 3237834 3538250 4263915 8238558 52905106 87961486 9322139 29695709 43582967 58265777 X DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY. 0 0 1275719 1061332 FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION 1209646 1006363 FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE 161329 134217 SUPPORT OF CATHOLIC PARISHES AND MINISTRIES IN SANTA CLARA COUNTY, CALIFORNIA 57240 47621 OTHERS 57240 47621 2703934 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X X THE ORGANIZATION 4089955219 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 JOHN SOBRATO BOARD MEMBER 1.00 X 0 0 0 JIM CASHMAN SECRETARY 1.00 X X 0 0 0 CHARMAINE WARMENHOVEN CHAIR 1.00 X X 0 0 0 TOM CROTTY BOARD MEMBER 1.00 X 0 0 0 BERTHA MINNIHAN BOARD MEMBER 1.00 X 0 0 0 DOUG HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND J TRIPLETT BOARD MEMBER 1.00 X 0 0 0 CS PARK BOARD MEMBER 1.00 X 0 0 0 STEVE BARONI TREASURER 1.00 X X 0 0 0 JENNIFER CUNEEN BOARD MEMBER 1.00 X 0 0 0 BRAD BARAMON BOARD MEMBER 1.00 X 0 0 0 ANNE MILLIGAN BOARD MEMBER 1.00 X 0 0 0 PAUL NORMANDIN BOARD MEMBER 1.00 X 0 0 0 MARY QUILICI AUMACK CEO 40.00 X 281682 0 25848 281682 0 25848 1 0 1 0 0 3063 10007332 4066595 10010395 1032271 998344 33927 17159909 16422019 737890 737890 737890 6937 3063 6937 0 OTHER MISCELLANEOUS REVENUE 900099 11537 11537 K1-ABERDEEN INSTITUTIONAL COMINGL 900099 704 704 K1-LONE JUNIPER, L.P. 900099 -15989 -15989 -3748 11776808 1732486 33927 0 X 2249533 2249533 281682 14084 70421 197177 259125 67400 109002 82723 20001 2850 7734 9417 50712 7225 19608 23879 34727 5232 11522 17973 429 429 37950 37950 241023 241023 23304 2896 10756 9652 58835 1013 3375 54447 4726 709 2363 1654 61819 5953 41977 13889 31910 4786 15956 11168 5997 5997 9644 1448 4465 3731 K1-LONE JUNIPER, L.P. - 85579 85579 FINANCIAL AND ADMINISTR 48863 345 47334 1184 K1-ABERDEEN - OTHER EXP 12964 12964 UNRELATED BUSINESS INCO 6856 6856 12571 894 9591 2086 3538250 2703934 405336 428980 534017 568343 408696 5842166 23154 10777 102292 102292 0 0 45480537 74726814 6439033 6789275 19669 24111 52905106 87961486 113944 119843 9208195 29575866 9322139 29695709 X 30749957 38024274 12833010 20241503 43582967 58265777 52905106 87961486 8238558 6444252 0 X X 0 1 X 1 0 X 2424245 1960764 5680359 5308634 10010395 25384397 2424245 1960764 5680359 5308634 10010395 25384397 25384397 535895 597565 615581 1117166 1032271 3898478 29282875 0.86690 0.83630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69 2 4572727 12145 1061331 47621 12678263 7344834 1 1 28105983 5087320 5083737 1145094 37131946 31184611 1257624 -2895451 1440801 28105983 24754935 3464607 4047916 1082847 31184611 22851767 1129847 1743661 970340 24754935 24606714 615292 -1753018 617221 22851767 0.47400 0.48340 0.04260 0 0 102292 102292 0 0 HEDGE FUNDS 6789275 F 6789275 BENEFICIAL ENDOWMENT 29459027 AGENCY FUNDS 116839 29575866 17881494 6444252 6444252 11437242 241023 98543 339566 11776808 3198684 0 3198684 241023 98543 339566 3538250 PART XI, LINE 4B - OTHER ADJUSTMENTS: K1 INCOME 98,543. PART XII, LINE 4B - OTHER ADJUSTMENTS: K1 EXPENSES 98,543. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS IN HEDGE FUNDS N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 DIOCESE OF SAN JOSE 1150 N 1ST STREET SUITE 100 SAN JOSE CA 95112 942734503 501(C)(3) 1330673 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER ROAD SAN JOSE CA 95134 942762269 501(C)(3) 99525 GENERAL FINANCIAL SUPPORT COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE HOLLYWOOD CA 90027 133391210 501(C)(3) 33000 GENERAL FINANCIAL SUPPORT UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 310536715 501(C)(3) 12000 GENERAL FINANCIAL SUPPORT NOTRE DAME HIGH SCHOOL 596 S 2ND ST SAN JOSE CA 95112 941275235 501(C)(3) 29418 GENERAL FINANCIAL SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 34250 GENERAL FINANCIAL SUPPORT CRISTO REY SAN JOSE HIGH SCHOOL 1390 FIVE WOUNDS LANE SAN JOSE CA 95116 462594689 501(C)(3) 15600 GENERAL FINANCIAL SUPPORT AMERICAN LEADERSHIP FORUM - SILICON VALLEY 1400 PARKMOOR AVE STE 280 SAN JOSE CA 95126 943092396 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT JESUITS WEST PO BOX 68 LOS GATOS CA 950310068 941156486 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 951103005 952206754 501(C)(3) 46550 GENERAL FINANCIAL SUPPORT THE BASIC FUND 1301 CLAY STREET 70450 OAKLAND CA 94612 943290699 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT CATHEDRAL SCHOOL FOR BOYS 1275 SACRAMENTO ST SAN FRANCISCO CA 94108 941156846 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS (FOCUS) PO BOX 18710 GOLDEN CO 90402 841522811 501(C)(3) 10500 GENERAL FINANCIAL SUPPORT MARQUETTE UNIVERSITY 915 W WISCONSIN AVE MILWAUKEE WI 53233 390806251 501(C)(3) 20000 GENERAL FINANCIAL SUPPORT THE COMMONWEALTH CLUB OF CALIFORNIA 110 THE EMBARCADERO SAN FRANCISCO CA 94105 940399260 501(C)(3) 20000 GENERAL FINANCIAL SUPPORT SECOND HARVEST FOOD BANK OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 942614101 501(C)(3) 16550 GENERAL FINANCIAL SUPPORT SAINT RAYMONDS CATHOLIC CHURCH 1100 SANTA CRUZ AVE MENLO PARK CA 94025 941156739 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO 990 EDDY ST SAN FRANCISCO CA 94109 941498472 501(C)(3) 21800 GENERAL FINANCIAL SUPPORT IOLANI SCHOOL 563 KAMOKU ST HONOLULU HI 96826 990073502 501(C)(3) 15000 GENERAL FINANCIAL SUPPORT JESUIT HIGH SCHOOL 1200 JACOB LANE CARMICHAEL CA 95608 941525873 501(C)(3) 120000 GENERAL FINANCIAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 9300 GENERAL FINANCIAL SUPPORT SACRED HEART COMMUNITY SERVICE 1381 S 1ST ST SAN JOSE CA 95110 237179787 501(C)(3) 12500 GENERAL FINANCIAL SUPPORT ST CLARE'S RETREAT HOUSE 2381 LAUREL GLEN RD SOQUEL CA 950739719 941365586 501(C)(3) 25000 GENERAL FINANCIAL SUPPORT UNIVERSITY OF NEBRASKA NEWMAN CENTER 320 N 16TH ST LINCOLN NE 68508 470436557 501(C)(3) 15000 GENERAL FINANCIAL SUPPORT CORPUS CHRISTI MONASTERY 215 OAK GROVE AVE MENLO PARK CA 940253272 530196617 501(C)(3) 12000 GENERAL FINANCIAL SUPPORT HOWARD JARVIS TAXPAYERS FOUNDATION 30100 TOWN CENTER DR LAGUNA NIGUEL CA 92677 521155794 501(C)(3) 12000 GENERAL FINANCIAL SUPPORT PRESENTATION HIGH SCHOOL 2281 PLUMMER AVE SAN JOSE CA 951254700 941562816 501(C)(3) 11500 GENERAL FINANCIAL SUPPORT BENEDICT XVI INSTITUTE ONE PETER YORKE WAY SAN FRANCISCO CA 94109 463988032 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT HOMEFIRST SERVICES OF SANTA CLARA COUNTY SOBRATO CENTER FOR NONPROFITS 507 VALLEY WAY MILPITAS CA 95035 942684272 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT HRJ CHARITIES (CHAMPION CHARITIES) 555 BRYANT ST SUITE 230 PALO ALTO CA 94301 651252760 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT MISSION OF OUR LADY OF MERCY (MERCY HOME) 1140 W JACKSON BLVD CHICAGO IL 60607 362171726 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT STERN GROVE FESTIVAL ASSOCIATION 832 FOLSOM ST STE 100 SAN FRANCISCO CA 94107 946064356 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT GOOD COUNSEL 411 CLINTON ST PO BOX 6068 HOBOKEN NJ 07030 222831271 501(C)(3) 7000 GENERAL FINANCIAL SUPPORT SOVEREIGN ORDER OF MALTA - WESTERN ASSOCIATION 610 16TH ST STE 410 OAKLAND CA 94612 237450840 501(C)(3) 6800 GENERAL FINANCIAL SUPPORT OUR LADY OF WAYSIDE CHURCH 930 PORTOLA RD PORTOLA VALLEY CA 94028 941556499 501(C)(3) 6500 GENERAL FINANCIAL SUPPORT CATHOLIC NEAR EAST WELFARE ASSOCIATION CNEWA 1011 FIRST AVE NEW YORK NY 10022 131623929 501(C)(3) 6000 GENERAL FINANCIAL SUPPORT PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 942197343 501(C)(3) 6000 GENERAL FINANCIAL SUPPORT CROSS CATHOLIC OUTREACH PO BOX 97168 WASHINGTON DC 200907168 651156061 501(C)(3) 5320 GENERAL FINANCIAL SUPPORT SAINT LAWRENCE OF BRINDISI 10122 COMPTON AVE LOS ANGELS CA 90002 951781350 501(C)(3) 5300 GENERAL FINANCIAL SUPPORT AID TO THE CHURCH IN NEED 725 LEONARD ST 3RD FLOOR BROOKLYN NY 11222 861089466 501(C)(3) 5250 GENERAL FINANCIAL SUPPORT SAINT FRANCIS HIGH SCHOOL 1885 MIRAMONTE AVE MOUNTAIN VIEW CA 940404098 941337628 501(C)(3) 5250 GENERAL FINANCIAL SUPPORT PART I, LINE 2: THE FOUNDATION REQUIRES ANNUAL REPORTS FROM MOST GRANT RECIPIENTS TO CONFIRM HOW THE FUNDS WERE SPENT. MANY OF THE GRANTS ALSO REQUIRE A MID-YEAR REPORT TO CHECK THE PROGRESS OF THE PROGRAM. FOR DONOR ADVISED FUND GRANTS, THE FOUNDATION'S GRANTS PROGRAM MANAGER DOES RESEARCH AND DUE DILIGENCE BEFORE THE ISSUANCE OF A GRANT. 1 X X X X 0 0 0 0 0 0 0 0 0 MARY QUILICI AUMACK CEO 281682 0 0 0 0 0 11267 0 14581 0 307530 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. X 23 4066595 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF SAN JOSE CAN APPOINT UP TO ONE BOARD MEMBER LESS THAN A MAJORITY. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES MAKE VERBAL AND WRITTEN REPORTS TO THE FULL BOARD. MINUTES ARE RECORDED FOR ALL BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE BEFORE PRESENTATION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES SIGN TO CONFIRM RECEIPT AND ACCEPTANCE OF THE EMPLOYEE MANUAL. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST ANNUAL DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD RESEARCHED SIMILAR ORGANIZATIONS IN THE AREA TO DETERMINE REASONABLE SALARIES IN ADDITION TO THE UTILIZATION OF SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES THEIR FINANCIAL STATEMENTS ALONG WITH KEY POLICIES ON THEIR WEBSITE. FORM 990, PART 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.