2020-11-16T07:11:19-08:00 2019-12-31 680290029 Schwartz Giannini Lantsberger & Adamson 3461 Brookside Road Suite E Stockton CA 95219 990 2019-01-01 261476916 COMMUNITY FOUNDATION OF SAN JOAQUIN INC COMM 2099432375 6731 HERNDON PLACE STOCKTON CA 95219 MOSES ZAPIEN CEO/PRESIDENT 2020-11-16 true Robert S Gross P00228692 2094741084 2019 2021-01-29 14:40:06Z X SUE SHALVEY 6731 HERNDON PLACE STOCKTON CA 95219 10302865 false X WWW.CFOSJ.ORG X 2007 CA TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS COMMUNITY NEEDS. 19 19 4 15 0 1838065 4158640 149044 155365 202068 553241 331226 0 2520403 4867246 1163694 1878233 0 271531 361556 0 179272 379858 1068130 1815083 3307919 705320 1559327 14171731 17653056 6011611 6228611 8160120 11424445 TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS COMMUNITY NEEDS. false false 2924099 1878233 THE FOUNDATION PROVIDED GRANTS AND CASH ASSISTANCE TO APPROXIMATELY 100 NON PROFIT ORGANIZATIONS LOCATED PRIMARILY IN SAN JOAQUIN COUNTY. THE FOUNDATION OFFERS SEVERAL PROGRAMS AND SERVICES THROUGHOUT THE YEAR THAT BENEFIT THE COMMUNITY. DURING 2019 THE FOUNDATION CO-HOSTED THE COMMUNITY PHILANTHROPY SUMMIT WHICH IS AN ALL-DAY FORUM FOR APPROXIMATELY 300 DONORS, NONPROFIT LEADERS AND ESTATE PLANNERS, SERVED AS THE FISCAL SPONSOR FOR THE REINVENT SOUTH STOCKTON COALITION, COMMUNITY CONNECTIONS, COALITION FOR A C.S.U STOCKTON, THE ELEANOR PROJECT AND FACILITATED THE STOCKTON FUND FOR ANIMAL EVENT. THE FOUNDATION ADMINISTERS AND MAINTAINS DONOR ADVISED FUNDS, WHICH PROVIDE DONORS WITH THE OPPORTUNITY TO MAKE DONATIONS FOR FUTURE GRANTS AND CONTRIBUTIONS. THE FOUNDATION ALSO OFFERS DONORS RECOMMENDATIONS FOR GRANTS THROUGH RESEARCH OF NONPROFIT ORGANIZATIONS. 2924099 true true false false false true false false true true true false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false true false false false false true 31 0 true 4 true false false false false false false false 0 false false false false false false false X 19 19 false false false false false false false true true false false true true true true false true true false false CA X MOSES ZAPIEN 2099432375 6731 HERNDON PLACE STOCKTON CA 95219 MOSES ZAPIEN CEO/PRESIDENT 40.00 0.00 X 117433 0 0 MARY-ELIZABETH EBERHARDT VICE CHAIRMAN 1.00 0.00 X X 0 0 0 KAREN BENSCH Secretary 1.00 0.00 X X 0 0 0 COLLEEN STEWART Treasurer 1.00 0.00 X X 0 0 0 DAVID GARCIA Director 1.00 0.00 X 0 0 0 JUDY RODRIGUEZ Director 1.00 0.00 X 0 0 0 SUE SHALVEY Chairman 1.00 0.00 X X 0 0 0 AMY SHIN Director 1.00 0.00 X 0 0 0 LISA COOPER-WILKINS Director 1.00 0.00 X 0 0 0 BASEL KARABALA Director 1.00 0.00 X 0 0 0 JAMES NANCE Director 1.00 0.00 X 0 0 0 TERESA MANDELLA Director 1.00 0.00 X 0 0 0 117433 1 false false false 0 4158640 1710 4158640 ADMINISTRATIVE FEES 900099 139552 139552 COM. PHILANTHROPY SUMMIT 900099 15813 15813 155365 312850 312850 0 0 0 5676010 5435619 240391 240391 240391 0 0 0 0 4867246 155365 553241 1878233 1878233 0 0 0 117433 38254 50590 28589 0 183042 55625 81072 46345 0 36622 11442 16047 9133 24459 7642 10717 6100 0 0 5350 5350 0 0 257209 257209 0 22549 13078 9471 9789 9104 685 74341 71950 2391 0 32437 22382 10055 14139 8059 6080 0 4853 4853 0 0 1540 1540 3024 3024 Fiscal Sponsorship 474648 474648 Super Bowl expense 78510 37480 41030 Donor Cultivations 48075 48075 UTILITIES 14936 8364 6572 26730 22752 3978 3307919 2924099 204548 179272 727333 2485788 759573 573322 598601 369808 49125 2759 0 0 0 0 11296 14928 13904 3160 12150 10744 12013653 14195707 0 0 0 0 14171731 17653056 172027 92526 5839584 6136085 6011611 6228611 X 1042863 2281032 7117257 9143413 8160120 11424445 14171731 17653056 1559327 1759909 -54911 X X false true X true false X 1451993 1060965 3234416 1026050 3286032 10059456 0 0 1451993 1060965 3234416 1026050 3286032 10059456 0 10059456 93298 84657 124375 144124 312850 759304 0 0 10818760 0.92980 0.70310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44 1064023 511780 4960448 true true false true X 768419 106276 133941 5171 907815 560531 260745 -49299 3558 768419 498189 134310 58208 73427 53479 3270 560531 557584 162199 32646 225971 25531 2738 498189 290663 280687 -7179 5064 1523 557584 false false false 7903 1689 6214 6001 1471 4530 10744 X 6369946 1759909 1759909 4610037 257209 257209 4867246 3050710 3050710 257209 257209 3307919 Part IV, Line 2b: Explanation of escrow account liability THE FOUNDATION RECEIVES, INVESTS AND DISTRIBUTES ASSETS UNDER CERTAIN AGENCY AND INTERMEDIARY ARRANGEMENTS. THE FOUNDATION IS THE CUSTODIAN OF THE FUNDS, BUT ALL RIGHTS OF OWNERSHIP REMAIN WITH THE AGENCIES. Part X : FIN48 Footnote THE FOUNDATION IS A NONPROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAX REGULATIONS SECTION 23701(D) IN ACCORDANCE WITH ITS DETERMINATION LETTER DATED MARCH 6, 2008. THE FOUNDATION IS ALSO CONSIDERED A PUBLICLY SUPPORTED CHARITY AS DESCRIBED IN SECTION(S) 509(A)(1) AND 170(B)(1)(A)(VI). ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. true ANIMAL PROTECTION LEAGUE PO Box 691912 STOCKTON CA 95269 15000 0 CATHOLIC CHARITIES OF DIOCESE 1106 N El Dorado St STOCKTON CA 95202 15000 0 CITY OF LODI PARKS REC DEP 230 W Elm St LODI CA 95240 12000 0 CITY SYSTEMS 1075 MARKET ST STE 202 SAN FRANCISCO CA 94103 25000 0 COMMON GROUND SENIOR SERVICES 80 Ridge Road Suite A SUTTER CREEK CA 95685 10000 0 EMERGENCY FOOD BANK OF STOCK 7 W Scotts Street STOCKTON CA 95203 10000 0 FAMILY RESOURCE&REFERRAL CENT 509 W Weber Ave Suite 101 STOCKTON CA 95203 20000 0 GOSPEL CENTER RESCUE MISSION 445 S San Joaquin Street STOCKTON CA 95203 15000 0 KIPP BAY AREA SCHOOLS 1404 Franklin Street STE 500 OAKLAND CA 94612 32000 0 LODI COMMUNITY FOUNDATION PO Box 2278 LODI CA 95241 10000 0 NORTH VALLEY COMM FOUNDATION 240 Main Street Suite 260 CHICO CA 95928 28468 0 RAINBOW SCHOOLS INC 1801 W Bristol Ave STOCKTON CA 95204 17000 0 REINVEST STOCKTON FOUNDATION 110 N San Joaquin Street STOCKTON CA 95202 25000 0 ROCKETSHIP EDUCATION INC 350 Twin Dolphin Dr STE 109 REDWOOD CITY CA 94065 32000 0 SAN JOAQUIN COUNTY OFFICE ED PO Box 213030 STOCKTON CA 95213 21000 0 SAN JOAQUIN MEDICAL SOCIETY 3031 W March Ln 222W STOCKTON CA 95219 20000 0 SEEDS TO THE WORLD INC 301 S AURORA ST STOCKTON CA 95203 506003 0 SOW A SEED COMM FOUNDATION 35 East 10th Street D1 TRACY CA 95376 15000 0 ST JOSEPHS FOUNDATION OF SJ 1800 North California Street STOCKTON CA 95204 15000 0 STOCKTON ANIMAL SHELTER 1575 S LINCOLN ST STOCKTON CA 95206 209680 0 STOCKTON ATHLETIC HALL OF FAM 248 W Fremont Street STOCKTON CA 95203 67400 0 STOCKTON IS MAGNIFICENT INC 343 E MAIN ST STE 510 STOCKTON CA 95202 32000 0 THE UPLIFT ALL FOUNDATION 6351 St Andrews Drive STOCKTON CA 95219 20000 0 UNITED WAY OF SAN JOAQUIN COU 777 N Pershing Ave STE 2B STOCKTON CA 95203 30000 0 URBAN SCH HUMAN CAPITAL ACA 11160 C-1 SOUTH LAKES DR RESTON VA 20191 37000 0 VILLAGE HOPECORE INTERNATION 10100 Trinity Parkway STE 310 STOCKTON CA 95219 6500 0 VOICES COLLEGE-BOUND LAN ACA 14271 STORY RD SAN JOSE CA 95127 32000 0 0 27 Grantmaker's Description of How Grants are Used THE GRANTS AWARDED ARE FOR GENERAL SUPPORT; THE ORGANIZATION DOES NOT MONITOR THE USE OF THE GRANT FUNDS. Form 990, Part VI, Line 11b: Form 990 Review Process THE CEO AND CONTROLLER RECEIVE A DRAFT OF THE 990 FOR REVIEW. ONCE THEIR COMMENTS AND CHANGES HAVE BEEN ADDRESSED, A REVISED DRAFT OF THE 990 IS FORWARDED TO ALL BOARD MEMBERS, VIA EMAIL, FOR THEIR REVIEW AND COMMENT. THE FINAL VERSION OF THE 990 IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts EACH MEMBER OF THE ORGANIZATION'S GOVERNING BOARD AND ALL KEY EMPLOYEES ARE OBLIGATED TO DISCLOSE AND ELIMINATE (IF NECESSARY) ANY POTENTIAL OR ACTUAL DUALITY OF INTEREST OR CONFLICT OF INTEREST BY SIGNING A POLICY UPON JOINING THE BOARD OR UPON THEIR DATE OF HIRE. EACH POLICY IS UPDATED AT AN ANNUAL BOARD MEETING OR ON THE EMPLOYEE'S ANNIVERSARY DATE. IN THE CASE OF SUCH CONFLICTS OR THE APPEARANCE OF A CONFLICT, THE INDIVIDUAL CONCERNED IS EXPECTED TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY DECISIONS. ONCE DISCLOSURE HAS BEEN MADE, REMAINING BOARD OR COMMITTEE/TASK FORCE MEMBERS WILL DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IF SO, THE MEMBER INVOLVED SHALL ABSTAIN FROM VOTING AND SHALL NOT PARTICIPATE IN THE DISCUSSION OF THE BUSINESS ITEM OTHER THAN TO ANSWER SPECIFIC QUESTIONS THAT MAY BE RAISED BY OTHER MEMBERS. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management COMPENSATION DECISIONS TAKE INTO ACCOUNT THE ORGANIZATION'S POLICIES, TERMS OF THE CHIEF EXECUTIVE'S CONTRACT, MARKET BASED BENCHMARKING DATA, SPECIFIC PERFORMANCE METRICS, AND THE OUTCOMES OF THE ANNUAL EVALUATION. THE CEO COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND RATIFIED BY THE FULL BOARD OF DIRECTORS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. COMMUNITY FOUNDATION OF SAN JOAQUIN LLC 6731 HERNDON PLACE STOCKTON CA 95219 261476916 HOLDING DONATED REAL ESTATE/ PROPERTY CA COMMUNITY FOUNDATION OF SAN JOAQUIN INC false false false false false false false false false false false false false false false false false false false