2019-11-12T16:49:14-06:00 2018-12-31 942847272 DELUCCHI HAWN LLP 333 W SANTA CLARA ST STE 750 SAN JOSE CA 951131716 990 2018-01-01 830400149 THE CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY CATH 4089955219 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 MARY QUILICI AUMACK CEO 4089955219 2019-11-11 1 PETER J MALUTTA P00445699 4082862200 2019-11-11 104.50.205.65 2019-11-11 12:34:18 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B5F5476DE4378F0053D9DB8B6A21C476F201218A 2018 2020-03-31 21:24:44Z MARY QUILICI AUMACK 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 30981079 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 5 14 15563 16347 5680359 5308634 0 0 1243653 2209146 9220 -16031 6933232 7501749 1615547 1987720 0 0 607695 662817 0 0 452968 431521 587297 2654763 3237834 4278469 4263915 54905880 52905106 10116227 9322139 44789653 43582967 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 961864 797945 FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION 878395 728700 FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE 445916 369924 SUPPORT OF CATHOLIC PARISHES AND MINISTRIES IN SANTA CLARA COUNTY, CALIFORNIA 112262 91151 OTHERS 112262 91151 2398437 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 6 0 5 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 PATRICK WAITE TREASURER 1.00 X X 0 0 0 JEROME BELLOTTI BOARD MEMBER 1.00 X 0 0 0 PAT O'MALLEY BOARD MEMBER 1.00 X 0 0 0 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 PHILIP J ANTHONY 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 BOARD MEMBER 1.00 X 0 0 0 JENNIFER CUNEEN BOARD MEMBER 1.00 X 0 0 0 MARY QUILICI AUMACK EXECUTIVE DIRECTOR 40.00 X 285422 0 21334 285422 0 21334 1 0 1 0 0 69 5308565 3698677 5308634 1117166 1101603 15563 24567379 23475399 1091980 1091980 1091980 3931 69 3931 0 OTHER MISCELLANEOUS REVENUE 900099 1610 1610 K1-ABERDEEN INSTITUTIONAL COMINGL 900099 -341 -341 K1-LONE JUNIPER, L.P. 900099 -17300 -17300 -16031 7501749 2177552 15563 0 X 1987720 1987720 285422 14271 71356 199795 277214 64034 101639 111541 66145 8847 24316 32982 34036 4737 10465 18834 3840 3840 36950 36950 250798 250798 22718 3408 11359 7951 4582 654 2402 1526 37788 4723 22044 11021 29303 4395 14652 10256 4097 599 2100 1398 10195 1500 4584 4111 MARKETING 55353 828 2759 51766 K1-LONE JUNIPER, L.P. - 51394 51394 FINANCIAL AND ADMINISTR 35916 336 34243 1337 UNCOLLECTIBLE PLEDGES 25000 25000 19363 193 18720 450 3237834 2398437 386429 452968 92433 534017 547030 408696 16149 23154 102292 102292 0 0 47855856 45480537 6376925 6439033 17487 19669 54905880 52905106 101230 113944 10014997 9208195 10116227 9322139 X 31446906 30749957 1586450 248215 11756297 12584795 44789653 43582967 54905880 52905106 4263915 -5470601 0 X 0 1 X 1 0 X 2814517 2424245 1960764 5680359 5308634 18188519 2814517 2424245 1960764 5680359 5308634 18188519 18188519 694299 535895 597565 615581 1117166 3560506 21749025 0.83630 0.80940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63 1 4178057 0 797945 0 8252951 99144 1 1 31184611 1257624 -2895451 1440801 28105983 24754935 3464607 4047916 1082847 31184611 22851767 1129847 1743661 970340 24754935 24606714 615292 -1753018 617221 22851767 25254805 31655 22690 933439 24606714 0.56300 0.43700 0.00000 0 0 102292 102292 0 0 HEDGE FUNDS 6439033 F 6439033 BENEFICIAL ENDOWMENT 9109051 AGENCY FUNDS 99144 9208195 1728956 -5470601 -5470601 7199557 250798 51394 302192 7501749 2935642 0 2935642 250798 51394 302192 3237834 PART XI, LINE 4B - OTHER ADJUSTMENTS: K1 INCOME 51,394. PART XII, LINE 4B - OTHER ADJUSTMENTS: K1 EXPENSES 51,394. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS IN HEDGE FUNDS N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 DIOCESE OF SAN JOSE 1150 N 1ST STREET SUITE 100 SAN JOSE CA 95112 942734503 501(C)(3) 1344267 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES OF SANTA CLARA COUNTY 2625 ZANKER ROAD SAN JOSE CA 95134 942762269 501(C)(3) 95850 GENERAL FINANCIAL SUPPORT COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE HOLLYWOOD CA 90027 133391210 501(C)(3) 28000 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) 54320 GENERAL FINANCIAL SUPPORT HARVEY MUDD COLLEGE 301 PLATT BLVD CLAREMONT CA 91711 951911219 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 29050 GENERAL FINANCIAL SUPPORT CRISTO REY SAN JOSE HIGH SCHOOL 1390 FIVE WOUNDS LANE SAN JOSE CA 95116 462594689 501(C)(3) 30400 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) 5400 GENERAL FINANCIAL SUPPORT THE BASIC FUND 1301 CLAY STREET 70450 OAKLAND CA 94612 943290699 501(C)(3) 50000 GENERAL FINANCIAL SUPPORT CATHEDRAL SCHOOL FOR BOYS 1275 SACRAMENTO ST SAN FRANCISCO CA 94108 941156846 501(C)(3) 30000 GENERAL FINANCIAL SUPPORT FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS (FOCUS) PO BOX 18710 GOLDEN CO 90402 841522811 501(C)(3) 21500 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) 12500 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) 10800 GENERAL FINANCIAL SUPPORT SAINT RAYMONDS CATHOLIC CHURCH 1100 SANTA CRUZ AVE MENLO PARK CA 94025 941156739 501(C)(3) 10500 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES SAN FRANCISCO MARIN SAN MATEO 990 EDDY ST SAN FRANCISCO CA 94109 941498472 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT HONOLULU MEN'S SHED 350 WARD AVE SUITE 106 HONOLULU HI 96814 811896984 501(C)(3) 10000 GEMERAL FINANCIAL SUPPORT IOLANI SCHOOL 563 KAMOKU ST HONOLULU HI 96826 990073502 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT JESUIT HIGH SCHOOL 1200 JACOB LANE CARMICHAEL CA 95608 941525873 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 7050 GENERAL FINANCIAL SUPPORT BELLARMINE COLLEGE PREPARATORY 960 W HEDDING ST SAN JOSE CA 95126 941160938 501(C)(3) 6500 GENERAL FINANCIAL SUPPORT SACRED HEART COMMUNITY SERVICE 1381 S 1ST ST SAN JOSE CA 95110 237179787 501(C)(3) 6300 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 EXECUTIVE DIRECTOR 261230 0 24192 0 0 0 8666 0 12668 0 306756 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. X 21 2476224 FAIR MARKET VALUE X 1 1222453 APPRAISED 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 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.