CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY (EIN 83-0400149)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349305430
- Schema version
- 2018v3.1
- 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 | 2019-11-12T16:49:14-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | SANTA CLARA COUNTY | BusinessNameLine2Txt |
| 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 | 2019-11-11 | 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 | 2019-11-11 | 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 | 2019-11-11 | IPDt |
| IP Tm | 12:34:18 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B5F5476DE4378F0053D9DB8B6A21C476F201218A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | 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 | $30,981,079 | 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 | 5 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $15,563 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $16,347 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,680,359 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,308,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,243,653 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,209,146 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,220 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,031 | CYOtherRevenueAmt |
| PY Total Revenue | $6,933,232 | PYTotalRevenueAmt |
| CY Total Revenue | $7,501,749 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,615,547 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,987,720 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $607,695 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $662,817 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $452,968 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $431,521 | PYOtherExpensesAmt |
| CY Other Expenses | $587,297 | CYOtherExpensesAmt |
| PY Total Expenses | $2,654,763 | PYTotalExpensesAmt |
| CY Total Expenses | $3,237,834 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,278,469 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,263,915 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,905,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,905,106 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,116,227 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,322,139 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,789,653 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,582,967 | 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 | $961,864 | ExpenseAmt |
| Grant | $797,945 | 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 | $878,395 | ExpenseAmt |
| Grant | $728,700 | 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 | $445,916 | ExpenseAmt |
| Grant | $369,924 | 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 | $112,262 | ExpenseAmt |
| Grant | $91,151 | GrantAmt |
| Desc | OTHERS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $112,262 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $91,151 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,398,437 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5 | 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 (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICK WAITE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEROME BELLOTTI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT O'MALLEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SOBRATO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CASHMAN | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARMAINE WARMENHOVEN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM CROTTY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP J ANTHONY | ||||||
| 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 | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER CUNEEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY QUILICI AUMACK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $285,422 | $0 | $21,334 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $285,422 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,334 | 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 | $69 | FundraisingAmt |
| All Other Contributions | $5,308,565 | AllOtherContributionsAmt |
| Noncash Contributions | $3,698,677 | NoncashContributionsAmt |
| Total Contributions | $5,308,634 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,117,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,101,603 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,563 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,567,379 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,475,399 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,091,980 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,091,980 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,091,980 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,931 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $69 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,931 | 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 | $1,610 | $1,610 |
| K1-ABERDEEN INSTITUTIONAL COMINGL | 900099 | -$341 | -$341 |
| K1-LONE JUNIPER, L.P. | 900099 | -$17,300 | -$17,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$16,031 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,501,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,177,552 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,563 | 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 | $1,987,720 | TotalAmt |
| Program Services | $1,987,720 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,422 | TotalAmt |
| Program Services | $14,271 | ProgramServicesAmt |
| Management And General | $71,356 | ManagementAndGeneralAmt |
| Fundraising | $199,795 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,214 | TotalAmt |
| Program Services | $64,034 | ProgramServicesAmt |
| Management And General | $101,639 | ManagementAndGeneralAmt |
| Fundraising | $111,541 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,145 | TotalAmt |
| Program Services | $8,847 | ProgramServicesAmt |
| Management And General | $24,316 | ManagementAndGeneralAmt |
| Fundraising | $32,982 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,036 | TotalAmt |
| Program Services | $4,737 | ProgramServicesAmt |
| Management And General | $10,465 | ManagementAndGeneralAmt |
| Fundraising | $18,834 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,840 | TotalAmt |
| Management And General | $3,840 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,950 | TotalAmt |
| Management And General | $36,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,798 | TotalAmt |
| Program Services | $250,798 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,718 | TotalAmt |
| Program Services | $3,408 | ProgramServicesAmt |
| Management And General | $11,359 | ManagementAndGeneralAmt |
| Fundraising | $7,951 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,582 | TotalAmt |
| Program Services | $654 | ProgramServicesAmt |
| Management And General | $2,402 | ManagementAndGeneralAmt |
| Fundraising | $1,526 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,788 | TotalAmt |
| Program Services | $4,723 | ProgramServicesAmt |
| Management And General | $22,044 | ManagementAndGeneralAmt |
| Fundraising | $11,021 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,303 | TotalAmt |
| Program Services | $4,395 | ProgramServicesAmt |
| Management And General | $14,652 | ManagementAndGeneralAmt |
| Fundraising | $10,256 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,097 | TotalAmt |
| Program Services | $599 | ProgramServicesAmt |
| Management And General | $2,100 | ManagementAndGeneralAmt |
| Fundraising | $1,398 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,195 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $4,584 | ManagementAndGeneralAmt |
| Fundraising | $4,111 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MARKETING | $55,353 | $828 | $2,759 | $51,766 |
| K1-LONE JUNIPER, L.P. - | $51,394 | $51,394 | ||
| FINANCIAL AND ADMINISTR | $35,916 | $336 | $34,243 | $1,337 |
| UNCOLLECTIBLE PLEDGES | $25,000 | $25,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,363 | TotalAmt |
| Program Services | $193 | ProgramServicesAmt |
| Management And General | $18,720 | ManagementAndGeneralAmt |
| Fundraising | $450 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,237,834 | TotalAmt |
| Program Services | $2,398,437 | ProgramServicesAmt |
| Management And General | $386,429 | ManagementAndGeneralAmt |
| Fundraising | $452,968 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,433 | BOYAmt |
| EOY | $534,017 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $547,030 | BOYAmt |
| EOY | $408,696 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,149 | BOYAmt |
| EOY | $23,154 | 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 | $47,855,856 | BOYAmt |
| EOY | $45,480,537 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,376,925 | BOYAmt |
| EOY | $6,439,033 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,487 | BOYAmt |
| EOY | $19,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,905,880 | BOYAmt |
| EOY | $52,905,106 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,230 | BOYAmt |
| EOY | $113,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,014,997 | BOYAmt |
| EOY | $9,208,195 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,116,227 | BOYAmt |
| EOY | $9,322,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,446,906 | BOYAmt |
| EOY | $30,749,957 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,450 | BOYAmt |
| EOY | $248,215 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,756,297 | BOYAmt |
| EOY | $12,584,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,789,653 | BOYAmt |
| EOY | $43,582,967 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,905,880 | BOYAmt |
| EOY | $52,905,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,263,915 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,470,601 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $2,814,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,424,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,960,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,680,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,308,634 | CurrentTaxYearAmt |
| Total | $18,188,519 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,814,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,424,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,960,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,680,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,308,634 | CurrentTaxYearAmt |
| Total | $18,188,519 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,188,519 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $694,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $535,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $597,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $615,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,117,166 | CurrentTaxYearAmt |
| Total | $3,560,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,749,025 | TotalSupportAmt |
| Public Support CY170 | 0.83630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80940 | 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 | 63 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,178,057 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $797,945 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,252,951 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $99,144 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,254,805 | BeginningYearBalanceAmt |
| Contributions | $31,655 | ContributionsAmt |
| Investment Earnings Or Losses | $22,690 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $933,439 | GrantsOrScholarshipsAmt |
| End Year Balance | $24,606,714 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.56300 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $6,439,033 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,439,033 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFICIAL ENDOWMENT | $9,109,051 |
| AGENCY FUNDS | $99,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,208,195 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,728,956 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,470,601 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$5,470,601 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,199,557 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $250,798 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $51,394 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $302,192 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,501,749 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,935,642 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,935,642 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $250,798 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $51,394 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $302,192 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,237,834 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | K1 INCOME 51,394. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | K1 EXPENSES 51,394. |
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 |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DIOCESE OF SAN JOSE | |||||||
| 1150 N 1ST STREET SUITE 100 | SAN JOSE | CA | 95112 | 942734503 | 501(C)(3) | $1,344,267 | GENERAL FINANCIAL SUPPORT |
| CATHOLIC CHARITIES OF SANTA CLARA COUNTY | |||||||
| 2625 ZANKER ROAD | SAN JOSE | CA | 95134 | 942762269 | 501(C)(3) | $95,850 | GENERAL FINANCIAL SUPPORT |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 N WESTERN AVENUE | HOLLYWOOD | CA | 90027 | 133391210 | 501(C)(3) | $28,000 | 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) | $54,320 | GENERAL FINANCIAL SUPPORT |
| HARVEY MUDD COLLEGE | |||||||
| 301 PLATT BLVD | CLAREMONT | CA | 91711 | 951911219 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $29,050 | GENERAL FINANCIAL SUPPORT |
| CRISTO REY SAN JOSE HIGH SCHOOL | |||||||
| 1390 FIVE WOUNDS LANE | SAN JOSE | CA | 95116 | 462594689 | 501(C)(3) | $30,400 | 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) | $5,400 | GENERAL FINANCIAL SUPPORT |
| THE BASIC FUND | |||||||
| 1301 CLAY STREET 70450 | OAKLAND | CA | 94612 | 943290699 | 501(C)(3) | $50,000 | GENERAL FINANCIAL SUPPORT |
| CATHEDRAL SCHOOL FOR BOYS | |||||||
| 1275 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | 941156846 | 501(C)(3) | $30,000 | GENERAL FINANCIAL SUPPORT |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS (FOCUS) | |||||||
| PO BOX 18710 | GOLDEN | CO | 90402 | 841522811 | 501(C)(3) | $21,500 | 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) | $12,500 | GENERAL FINANCIAL SUPPORT |
| SECOND HARVEST FOOD BANK OF SANTA CLARA & SAN MATEO COUNTIES | |||||||
| 1100 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | 942614101 | 501(C)(3) | $10,800 | GENERAL FINANCIAL SUPPORT |
| SAINT RAYMONDS CATHOLIC CHURCH | |||||||
| 1100 SANTA CRUZ AVE | MENLO PARK | CA | 94025 | 941156739 | 501(C)(3) | $10,500 | GENERAL FINANCIAL SUPPORT |
| CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO | |||||||
| 990 EDDY ST | SAN FRANCISCO | CA | 94109 | 941498472 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT |
| HONOLULU MEN'S SHED | |||||||
| 350 WARD AVE SUITE 106 | HONOLULU | HI | 96814 | 811896984 | 501(C)(3) | $10,000 | GEMERAL FINANCIAL SUPPORT |
| IOLANI SCHOOL | |||||||
| 563 KAMOKU ST | HONOLULU | HI | 96826 | 990073502 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT |
| JESUIT HIGH SCHOOL | |||||||
| 1200 JACOB LANE | CARMICHAEL | CA | 95608 | 941525873 | 501(C)(3) | $10,000 | GENERAL FINANCIAL SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $7,050 | GENERAL FINANCIAL SUPPORT |
| BELLARMINE COLLEGE PREPARATORY | |||||||
| 960 W HEDDING ST | SAN JOSE | CA | 95126 | 941160938 | 501(C)(3) | $6,500 | GENERAL FINANCIAL SUPPORT |
| SACRED HEART COMMUNITY SERVICE | |||||||
| 1381 S 1ST ST | SAN JOSE | CA | 95110 | 237179787 | 501(C)(3) | $6,300 | 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 | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $261,230 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $24,192 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,666 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $12,668 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $306,756 | 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 | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,476,224 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,222,453 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED 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 (7 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 | UNRELATED BUSINESS INCOME TAX: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,200. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,903. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,903. REPAIRS AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,667. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,667. PRINTING AND POSTAGE: PROGRAM SERVICE EXPENSES 193. MANAGEMENT AND GENERAL EXPENSES 2,950. FUNDRAISING EXPENSES 450. TOTAL EXPENSES 3,593. |
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