2018-11-14T17:08:56-06:00 2017-12-31 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2017-01-01 261476916 COMMUNITY FOUNDATION OF SAN JOAQUIN INC COMM 2099432375 6735 HERNDON PLACE NO B STOCKTON CA 95219 MOSES ZAPIEN CEO/PRESIDENT 2099432375 2018-11-13 1 DARYL R PETRICK P00045987 2094731040 2018-11-13 50.201.67.50 2018-11-13 17:27:01 PS P F66462772FBAEAF4897FC6F95E83CA9F8ABD3B9E 2CB32D6931968F1E4D363F39BD5002C27A2B801C 2017 2019-02-21 02:37:17Z MOSES ZAPIEN 6735 HERNDON PLACE NO B STOCKTON CA 95219 7557069 0 X WWW.CFOSJ.ORG X 2007 CA TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS COMMUNITY NEEDS. 9 9 6 9 0 0 1060965 3234416 171920 368588 68883 429023 369517 360526 1671285 4392553 985997 801798 0 0 271970 325277 0 0 127299 551572 370581 1809539 1497656 -138254 2894897 9647187 13930419 4713030 5904909 4934157 8025510 TO MAKE PHILANTHROPIC GIVING AS EFFECTIVE AS POSSIBLE. READY TO SERVE PEOPLE WHO SHARE A COMMON CONCERN - IMPROVING THE QUALITY OF LIFE IN SAN JOAQUIN COUNTY. 0 0 834085 801798 THE FOUNDATION PROVIDED GRANTS AND CASH ASSISTANCE TO APPROXIMATELY 100 NON PROFIT ORGANIZATIONS LOCATED PRIMARILY IN SAN JOAQUIN COUNTY. 276278 214978 THE FOUNDATION OFFERS SEVERAL PROGRAMS AND SERVICES THROUGHOUT THE YEAR THAT BENEFIT THE COMMUNITY. DURING 2017 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 ANIMALS EVENT. 47340 153610 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. 1157703 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 35 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X MOSES ZAPIEN 2099432375 6735 HERNDON PLACE SUITE B STOCKTON CA 95219 TED LELAND CHAIRMAN 1.00 X X 0 0 0 CYNTHIA SOUZA VICE CHAIRMAN 1.00 X X 0 0 0 TERESA L MANDELLA TREASURER 1.00 X X 0 0 0 COLLEEN STEWART SECRETARY 1.00 X X 0 0 0 SCOTT BEATTIE DIRECTOR 1.00 X 0 0 0 KAREN BENSCH DIRECTOR 1.00 X 0 0 0 JULIE DE ARAUJO DIRECTOR 1.00 X 0 0 0 DUANE ISETTI DIRECTOR 1.00 X 0 0 0 MARY-ELIZABETH EBERHARDT DIRECTOR 1.00 X 0 0 0 LINDA J PHILIPP CEO/PRESIDENT (THRU 08/2017) 40.00 X 95292 0 15200 MOSES ZAPIEN CEO/PRESIDENT (EFF 09/2017) 40.00 X 77000 0 3654 172292 0 18854 0 0 0 0 0 3234416 19704 3234416 COMMUNITY PHILANTHROPY SUMMIT 900099 214978 214978 ADMINISTRATIVE FEES 900099 153610 153610 368588 124375 124375 3414710 3110062 304648 304648 304648 414980 54454 360526 360526 4392553 368588 0 789549 798098 798098 3700 3700 191147 57175 85168 48804 92877 27781 41383 23713 15082 6489 3081 5512 26171 7022 13098 6051 19032 19032 80109 80109 32769 32769 4529 4529 13574 13574 26062 13031 13031 5233 2516 2717 1000 1000 196 98 98 1522 1272 250 FISCAL SPONSORSHIP 117098 117098 DONOR CULTIVATION 23966 23966 COMMUNITY PHILANTHROPY 15763 15763 DUES AND SUBSCRIPTIONS 9379 9152 227 20349 296 800 19253 1497656 1157703 212654 127299 90617 282301 608845 628678 223655 817732 0 39868 340 7157 196 0 6961 8724070 12154539 9647187 13930419 33197 178560 4679833 5726349 4713030 5904909 X 102503 91138 4728226 7825688 103428 108684 4934157 8025510 9647187 13930419 2894897 196456 0 X X 0 1 X 1 0 X 574571 819436 1451993 1060965 3234416 7141381 574571 819436 1451993 1060965 3234416 7141381 1897342 5244039 86977 90437 93298 84657 124375 479744 4218 70 4288 7625413 3062398 0.68770 0.55490 X 45 3 633126 44057 376123 32930 5358590 19443 1 1 0 1 X 498189 134310 58208 73427 53479 3270 560531 557584 162199 32646 225971 25531 2738 498189 290663 280687 -7179 5064 1523 557584 155906 127033 8487 763 290663 28158 111896 16298 446 155906 0.99170 0.00830 0.00000 0 0 3062 153 2909 4095 43 4052 6961 X PART IV, LINE 2B: 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. DURING THE YEAR, THE AGENCY FUNDS INCREASED BY $1,046,516 AS A RESULT OF $739,548 IN CONTRIBUTIONS, $295,937 OF DISTRIBUTIONS AND EXPENDITURES, AND NET GAIN OF $602,905 FROM INVESTMENT INCOME, REALIZED GAINS ON THE SALE OF INVESTMENTS, AND UNREALIZED LOSSES IN THE FAIR MARKET VALUE OF INVESTMENTS. PART X, LINE 2: 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. 414980 13250 19704 21500 1 0.65000 414980 13250 19704 21500 54454 360526 CA 1 0 1 0 1.00000 DONNA SHAW 6735 HERNDON PLACE SUITE B STOCKTON CA 95219 0 MOSES ZAPIEN GENERAL OVERSIGHT X 1 SCHEDULE G, LINE 17B: CALIFORNIA REQUIRES 90% OF THE GAMING PROCEEDS BE DISTRIBUTED. TOTAL DISTRIBUTIONS FOR 2017: $321,300 1 UOP 3601 PACIFIC AVE STOCKTON CA 95211 941156266 501(C)(3) 70000 GENERAL SUPPORT LODI UNIFIED SCHOOL DISTRICT 1305 E VINE ST LODI CA 95240 941054700 501(C)(3) 50000 GENERAL SUPPORT STOCKTON UNIFIED SCHOOL DISTRICT 701 N MADISON STREET STOCKTON CA 95202 161632474 501(C)(3) 50000 GENERAL SUPPORT YMCA OF SAN JOAQUIN COUNTY 2105 W MARCH LANE SUITE 1 STOCKTON CA 95207 941156319 501(C)(3) 40450 GENERAL SUPPORT STOCKTON POLICE FOUNDATION 22 E MARKET ST STOCKTON CA 95202 461463274 501(C)(3) 34100 GENERAL SUPPORT ST MARY'S DINING ROOM 545 W SONORA ST STOCKTON CA 95203 942687280 501(C)(3) 31240 GENERAL SUPPORT GOODWILL INDUSTRIES OF SJV 129 S GRANT ST STOCKTON CA 95202 941366601 501(C)(3) 24200 GENERAL SUPPORT ALPHA PSI FOUNDATION PO BOX 4092 STOCKTON CA 95204 651316835 501(C)(3) 23330 GENERAL SUPPORT CHILD ABUSE PREVENTION COUNCIL PO BOX 1257 STOCKTON CA 95201 942497046 501(C)(3) 21100 GENERAL SUPPORT SAN JOAQUIN MEDICAL SOCIETY SCHOLARSHIP LOAN FUND 3031 WEST MARCH LANE STOCKTON CA 95219 946109113 501(C)(3) 20000 GENERAL SUPPORT TIGER AQUATICS BOOSTERS CLUB PO BOX 4667 STOCKTON CA 95204 680165522 501(C)(3) 19420 GENERAL SUPPORT STOCKTON SHELTER FOR THE HOMELESS PO BOX 4803 STOCKTON CA 95204 680095693 501(C)(3) 17500 GENERAL SUPPORT EMERGENCY FOOD BANK 7 W SCOTTS AVE STOCKTON CA 95203 680002165 501(C)(3) 14950 GENERAL SUPPORT HAVEN OF PEACE PO BOX 724 STOCKTON CA 95201 941505847 501(C)(3) 14680 GENERAL SUPPORT BIG VALLEY WATER POLO ACADEMY 3603 MILL SPRINGS DRIVE STOCKTON CA 95219 263473161 501(C)(3) 13960 GENERAL SUPPORT BOYS & GIRLS CLUB OF TRACY 753 W LOWELL AVE TRACY CA 95376 680028682 501(C)(3) 13410 GENERAL SUPPORT THE FIRST TEE OF SAN JOAQUIN PO BOX 77919 STOCKTON CA 95267 680460495 501(C)(3) 13160 GENERAL SUPPORT MARY GRAHAM CHILDREN'S SHELTER FOUNDATION PO BOX 96 FRENCH CAMP CA 95231 943377000 501(C)(3) 12920 GENERAL SUPPORT DELTA COLLEGE FOUNDATION 5151 PACIFIC AVE STOCKTON CA 95207 237367633 501(C)(3) 12400 GENERAL SUPPORT DELTA HUMANE SOCIETY 4590 S HIGHWAY 99 STOCKTON CA 95215 941643496 501(C)(3) 11790 GENERAL SUPPORT SJCOE FOUNDATION PO BOX 213030 STOCKTON CA 95213 680342748 501(C)(3) 11300 GENERAL SUPPORT HABITAT FOR HUMANITY 4933 W LANE STOCKTON CA 95212 680293903 501(C)(3) 10940 GENERAL SUPPORT HOSPICE OF SAN JOAQUIN 3888 PACIFIC AVE STOCKTON CA 95204 942777980 501(C)(3) 10670 GENERAL SUPPORT O'CONNOR WOODS HOUSING CORPORATIONS 3400 WAGNER HEIGHTS ROAD STOCKTON CA 95209 680201024 501(C)(3) 10000 GENERAL SUPPORT VILLAGE HOPECORE INTERNATIONAL 10100 TRINITY PARKWAY SUITE 310 STOCKTON CA 95219 953841347 501(C)(3) 10000 GENERAL SUPPORT MAKE-A-WISH FOUNDATION 2800 CLUB CENTER DRIVE SACRAMENTO CA 95835 860481941 501(C)(3) 9450 GENERAL SUPPORT SALVATION ARMY PO BOX 1388 LODI CA 95241 941156347 501(C)(3) 8500 GENERAL SUPPORT DISABLED AMERICAN VETERANS CHARITIES 10100 TRINITY PARKWAY SUITE 310 STOCKTON CA 95219 310263158 501(C)(3) 8460 GENERAL SUPPORT ANIMAL PROTECTION LEAGUE PO BOX 691912 STOCKTON CA 95269 680193683 501(C)(3) 7630 GENERAL SUPPORT WOMEN'S CENTER OF SAN JOAQUIN 620 N SAN JOAQUIN STREET STOCKTON CA 95202 942341360 501(C)(3) 7500 GENERAL SUPPORT MC HENRY HOUSE FOR THE HOMELESS 757 A STREET TRACY CA 95376 680123612 501(C)(3) 7370 GENERAL SUPPORT CHILDRENS MUSEUM OF STOCKTON 402 W WEBER AVE STOCKTON CA 95203 680224599 501(C)(3) 7030 GENERAL SUPPORT PIXIE WOODS INC 641 S HAM LANE LODI CA 95242 942711785 501(C)(3) 6760 GENERAL SUPPORT DAMERON HOSPITAL FOUNDATION 525 W ACACIA ST STOCKTON CA 95203 942811364 501(C)(3) 6250 GENERAL SUPPORT RIPON GRACE BRETHREN CHURCH OF RIPON CALIFORNIA 734 W MAIN ST RIPON CA 95366 946181683 501(C)(3) 6000 GENERAL SUPPORT LOEL SENIOR CENTER 105 S WASHINGTON ST LODI CA 95240 942412399 501(C)(3) 5790 GENERAL SUPPORT GIVE EVERY CHILD A CHANCE 322 N SUNWEST PLACE MANTECA CA 95337 680399384 501(C)(3) 5670 GENERAL SUPPORT CENTRAL VALLEY YOUTH SYMPHONY ASSOCIATION PO BOX 690276 STOCKTON CA 95201 680392876 501(C)(3) 5570 GENERAL SUPPORT UNITED WAY OF SAN JOAQUIN COUNTY PO BOX 1585 STOCKTON CA 95201 941279805 501(C)(3) 5540 GENERAL SUPPORT STOCKTON SCOTTISH RITE LANGUAGE DISORDERS CENTER 33 W ALPINE AVENUE STOCKTON CA 95204 940902815 501(C)(3) 5350 GENERAL SUPPORT THE TABLE COMMUNITY FOUNDATION 2701 DEL PASO ROAD STE 130 221 SACRAMENTO CA 95835 262007811 501(C)(3) 5040 GENERAL SUPPORT 41 0 PART I, LINE 2: THE GRANTS AWARDED ARE FOR GENERAL SUPPORT; THE ORGANIZATION DOES NOT MONITOR THE USE OF THE GRANT FUNDS. FORM 990, PART VI, SECTION B, LINE 11B 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, SECTION B, LINE 12C 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, SECTION B, LINE 15A 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, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. COMMUNITY FOUNDATION OF SAN JOAQUIN LLC 6735 HERNDON PLACE SUITE B STOCKTON CA 95219 261476916 HOLDING DONATED REAL ESTATE/PROPERTY CA 56 3160 COMMUNITY FOUNDATION OF SAN JOAQUIN INC