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CALIFORNIA HISTORY CENTER FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA HISTORY CENTER FOUNDATION (EIN 88-0108599)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-25
IRS object ID
201901159349301100
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-25T10:21:00-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12210 EAST ROUTE 66AddressLine1Txt
CityGLENDORACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91740ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN880108599EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA HISTORY CENTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone4088648987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121250 STEVENS CREEK BLVDAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM IZUPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4088648987PhoneNum
Signature2019-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER MCGEEPreparerPersonNm
PTINP01061594PTIN
Phone6268577300PhoneNum
Preparation2019-04-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-25IPDt
IP Tm05:58:15IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1D08D4BD6D4BEBD3F926FC5FC6484014A9CB06E2AtSubmissionCreationDeviceId
At Submission Filing Device IdBF61AE2571A51C237C25CA0D042A0D5DA54374E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTOM IZUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line121250 STEVENS CREEK BLVDAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$269,687GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CALHISTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1969FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROVIDE A HOLISTIC, HANDS-ON APPROACH TO HISTORY AND CURRENT ISSUES FOR STUDENTS AND THE COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$30,632PYContributionsGrantsAmt
CY Contributions Grants$37,323CYContributionsGrantsAmt
PY Program Service Revenue$7,366PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$49,527PYInvestmentIncomeAmt
CY Investment Income$132,611CYInvestmentIncomeAmt
PY Other Revenue$221PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$87,746PYTotalRevenueAmt
CY Total Revenue$169,934CYTotalRevenueAmt
PY Grants And Similar Paid$27PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$197,888PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$206,246CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$136CYTotalFundraisingExpenseAmt
PY Other Expenses$22,423PYOtherExpensesAmt
CY Other Expenses$46,203CYOtherExpensesAmt
PY Total Expenses$220,338PYTotalExpensesAmt
CY Total Expenses$252,449CYTotalExpensesAmt
PY Revenues Less Expenses-$132,592PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$82,515CYRevenuesLessExpensesAmt
Total Assets BOY$1,464,401TotalAssetsBOYAmt
Total Assets EOY$1,356,580TotalAssetsEOYAmt
Total Liabilities BOY$34,320TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,096TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,430,081NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,334,484NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO SERVE AS THE TRUSTEE AND STEWARD OF THE FOUNDATION'S STOCKLMEIR LIBRARY AND ARCHIVES, TO OVERSEE AND ADMINISTER THE CENTER'S PUBLICATIONS PROGRAM, TO BE AN ADVOCATE FOR HISTORIC PRESERVATION ON THE DE ANZA COLLEGE CAMPUS AND IN THE COMMUNITY AT LARGE, AND TO PROVIDE GUIDANCE AND SUPPORT TO THE CENTER AND ITS PROGRAMS. THE MISSION IS ACCOMPLISHED THROUGH STRATEGIC PLANNING, POLICY DEVELOPMENT, COMMUNITY OUTREACH, FUNDRAISING, AND FIDUCIARY ADMINISTRATION THAT ARE GROUNDED IN THE VALUES OF COMMUNITY PARTICIPATION AND OWNERSHIP, INSTITUTIONAL CONTINUITY, CREDIBILITY, COMMITTMENT, AND RESPONSIBILITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$55,456ExpenseAmt
DescTHE ORGANIZATION OPERATES A LIBRARY/ARCHIVES STAFFED BY A LIBRARIAN/ARCHIVIST WHO IS RESPONSIBLE FOR COLLECTION, MAINTENANCE AND DEVELOPMENT, AND REFERENCE/RESEARCH SERVICES IN THE FIELDS OF CALIFORNIA STUDIES AND CALIFORNIA AND LOCAL/REGIONAL HISTORY MATERIALS SUCH AS BOOKS AND JOURNALS (INCLUDING RARE AND ANTIQUARIAN MATERIALS), DIGITAL AND TAPED AUDIO AND VIDEO ORAL HISTORY, MICROFILMED NEWSPAPER COLLECTIONS, PHOTOGRAPHIC IMAGES, EPHEMERA, CLIPPING FILES, MAPS, AND MANUSCRIPT HOLDINGS. RESOURCES ARE AVAILABLE TO STUDENTS AND THE GENERAL PUBLIC FOR CLASS PROJECTS, INDEPENDENT RESEARCH, AND GENERAL INQUIRIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,358ExpenseAmt
DescTHE CALIFORNIA HISTORY CENTER (CHC) PUBLISHES A MEMBERSHIP MAGAZINE TWICE A YEAR FEATURING ESSAYS ON LOCAL AND REGIONAL HISTORY TOPICS AS WELL AS INFORMATION ABOUT THE CHC'S ACTIVITIES AND PROGRAMS. ARTICLES MANY TIMES COINCIDE WITH THE CENTER'S EXHIBITS, OR WITH LOCAL HISTORY PUBLICATIONS THE CENTER IS IN THE PROCESS OF COMPLETING. THIS MAGAZINE IS PROVIDED TO THE MEMBERS AND OTHER INSTITUTIONS AND ORGANIZATIONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$22,156ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$22,156TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$78,970TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM IZUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4088648987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121250 STEVENS CREEK BLVDAddressLine1Txt
CityCUPERTINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95014ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
ULYSSES PICHON
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
MARK HEALY
VICE PRESIDENT (FHDA INSTRUCTOR)2.00Yes (X)Yes (X)$0$166,034$44,35940.00
PURBA FERNANDEZ
TREASURER (FHDA INSTRUCTOR)2.00Yes (X)Yes (X)$0$110,941$38,31940.00
NOEMI TEPPANG
SECRETARY (FHDA COUNSELOR)2.00Yes (X)Yes (X)$0$79,482$17,44040.00
ALICIA CORTEZ
DIRECTOR (FHDA DEAN OF EQUITY & ENGAGEMENT)2.00Yes (X)$0$153,000$42,66740.00
DAVID HOWARD-PITNEY
DIRECTOR (FHDA INSTRUCTOR)2.00Yes (X)$0$146,597$41,87140.00
WILLAM LESTER
DIRECTOR2.00Yes (X)$0$0$0
RON MURIERA
DIRECTOR2.00Yes (X)$0$0$0
CECILIE A VAUGHTERS-JOHNSON
DIRECTOR2.00Yes (X)$0$0$0
TOM IZU
EXECUTIVE DIRECTOR40.00Yes (X)$0$79,010$33,604
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$735,064TotReportableCompRltdOrgAmt
Total Other Compensation$218,260TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$3,637MembershipDuesAmt
All Other Contributions$33,686AllOtherContributionsAmt
Total Contributions$37,323TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,257TotalRevenueColumnAmt
Exclusion$10,257ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$222,107SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$99,753SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$122,354SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$122,354TotalRevenueColumnAmt
Exclusion$122,354ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$169,934TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$132,611ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$156,681TotalAmt
Program Services$50,000ProgramServicesAmt
Management And General$106,681ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,565TotalAmt
Program Services$4,716ProgramServicesAmt
Management And General$44,849ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,156TotalAmt
Program Services$22,156ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,169TotalAmt
Program Services$540ProgramServicesAmt
Management And General$10,629ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,501TotalAmt
Program Services$603ProgramServicesAmt
Management And General$898ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,380TotalAmt
Management And General$7,380ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Program Services$200ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING$1,842$509$1,333
POSTAGE, SHIPPING, AND$1,320$1,320
MISCELLANEOUS$547$158$253$136
DUES AND MEMBERSHIPS$88$88

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$252,449TotalAmt
Program Services$78,970ProgramServicesAmt
Management And General$173,343ManagementAndGeneralAmt
Fundraising$136FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$6,889BOYAmt
EOY$23,854EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$60BOYAmt
EOY$112EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,412,110BOYAmt
EOY$1,287,272EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$45,342BOYAmt
EOY$45,342EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,464,401BOYAmt
EOY$1,356,580EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$34,320BOYAmt
EOY$22,096EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,320BOYAmt
EOY$22,096EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$738,687BOYAmt
EOY$581,323EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$308,126BOYAmt
EOY$369,893EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$383,268BOYAmt
EOY$383,268EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,430,081BOYAmt
EOY$1,334,484EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,464,401BOYAmt
EOY$1,356,580EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$82,515ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,082NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,011,576CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,515CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,998CurrentTaxYearMinus1YearAmt
Current Tax Year$37,323CurrentTaxYearAmt
Total$1,151,290TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$92,543CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$86,616CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$81,325CurrentTaxYearMinus1YearAmt
Current Tax Year$83,823CurrentTaxYearAmt
Total$432,608TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,104,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$104,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$135,179CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$119,323CurrentTaxYearMinus1YearAmt
Current Tax Year$121,146CurrentTaxYearAmt
Total$1,583,898TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,583,898PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$158,111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,447CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,686CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,527CurrentTaxYearMinus1YearAmt
Current Tax Year$132,611CurrentTaxYearAmt
Total$396,382TotalAmt
FieldValueIRS element (for citing)
Total Support$1,980,280TotalSupportAmt
Public Support CY1700.79980PublicSupportCY170Pct
Public Support PY1700.82790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$689,947BeginningYearBalanceAmt
Investment Earnings Or Losses$63,097InvestmentEarningsOrLossesAmt
Administrative Expenses$11,684AdministrativeExpensesAmt
End Year Balance$741,360EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$607,708BeginningYearBalanceAmt
Investment Earnings Or Losses$91,020InvestmentEarningsOrLossesAmt
Administrative Expenses$8,781AdministrativeExpensesAmt
End Year Balance$689,947EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$646,189BeginningYearBalanceAmt
Investment Earnings Or Losses-$28,972InvestmentEarningsOrLossesAmt
Administrative Expenses$9,509AdministrativeExpensesAmt
End Year Balance$607,708EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$628,179BeginningYearBalanceAmt
Investment Earnings Or Losses$30,403InvestmentEarningsOrLossesAmt
Administrative Expenses$12,393AdministrativeExpensesAmt
End Year Balance$646,189EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$543,828BeginningYearBalanceAmt
Investment Earnings Or Losses$94,065InvestmentEarningsOrLossesAmt
Administrative Expenses$9,714AdministrativeExpensesAmt
End Year Balance$628,179EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.48300PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.51700TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENT FUNDSDesc
Book Value$1,287,272BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,287,272TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$228,929TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$13,082NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$94,233DonatedServicesAndUseFcltsAmt
Revenue Not Reported$81,151RevenueNotReportedAmt
Revenue Subtotal$147,778RevenueSubtotalAmt
Investment Expenses Not Incld$22,156InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$22,156RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$169,934TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$324,526TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$94,233DonatedServicesUseFcltsAmt
Expenses Not Reported$94,233ExpensesNotReportedAmt
Expenses Subtotal$230,293ExpensesSubtotalAmt
Investment Expenses Not Incld2$22,156InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$22,156ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$252,449TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS A NON-PROFIT FOUNDATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING CALIFORNIA PROVISIONS. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE FOUNDATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS FOR GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK HEALY
VICE PRESIDENT (FHDA INSTRUCTOR)$0$105,534$0$0$0$60,500$0$0$0$44,359$0$210,393$0$0
ALICIA CORTEZ
DIRECTOR (FHDA DEAN OF EQUITY & ENGA$0$119,999$0$0$0$33,001$0$0$0$42,667$0$195,667$0$0
DAVID HOWARD-PITNEY
DIRECTOR (FHDA INSTRUCTOR)$0$92,361$0$0$0$54,236$0$0$0$41,871$0$188,468$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS PROVIDED FOR REVIEW BY THE BOARD AT THE EARLIEST BOARD MEETING AVAILABLE. QUESTIONS AND COMMENTS ARE ADDRESSED PRIOR TO SUBMITTING TO APPROPRIATE GOVERNMENT AGENCIES.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST FORMS ARE SIGNED BY THE BOARD ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FOOTHILL DE-ANZA COMMUNITY COLLEGE DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112345 EL MONTE ROADAddressLine1Txt
CityLOS ALTOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94022ZIPCd
FieldValueIRS element (for citing)
EIN941597718EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section170(B)(1)(A)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FOOTHILL DE-ANZA COMMUNITY COLLEGE DISTRICTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$172,852InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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