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CALIFORNIA HISTORY CENTER FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA HISTORY CENTER FOUNDATION (EIN 88-0108599)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-17
IRS object ID
201821379349300027
Schema version
2016v3.0
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)
Return2018-05-17T10:37:02-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2018-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTINA HENTON CPAPreparerPersonNm
PTINP00630282PTIN
Phone6268577300PhoneNum
Preparation2018-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$107,476GrossReceiptsAmt
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 Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$40,117PYContributionsGrantsAmt
CY Contributions Grants$30,632CYContributionsGrantsAmt
PY Program Service Revenue$6,761PYProgramServiceRevenueAmt
CY Program Service Revenue$7,366CYProgramServiceRevenueAmt
PY Investment Income$30,686PYInvestmentIncomeAmt
CY Investment Income$49,527CYInvestmentIncomeAmt
PY Other Revenue$1,778PYOtherRevenueAmt
CY Other Revenue$221CYOtherRevenueAmt
PY Total Revenue$79,342PYTotalRevenueAmt
CY Total Revenue$87,746CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$27CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$171,892PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$197,888CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,174CYTotalFundraisingExpenseAmt
PY Other Expenses$54,359PYOtherExpensesAmt
CY Other Expenses$22,423CYOtherExpensesAmt
PY Total Expenses$226,251PYTotalExpensesAmt
CY Total Expenses$220,338CYTotalExpensesAmt
PY Revenues Less Expenses-$146,909PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$132,592CYRevenuesLessExpensesAmt
Total Assets BOY$1,474,814TotalAssetsBOYAmt
Total Assets EOY$1,464,401TotalAssetsEOYAmt
Total Liabilities BOY$31,140TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,320TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,443,674NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,430,081NetAssetsOrFundBalancesEOYAmt
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$56,873ExpenseAmt
Grant$27GrantAmt
Revenue$7,366RevenueAmt
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$277ExpenseAmt
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
FieldValueIRS element (for citing)
Total Program Service Expenses$57,150TotalProgramServiceExpensesAmt
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
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 Required0ScheduleJRequiredInd
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
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 WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
TOM IZU
EXECUTIVE DIRECTOR40.00Yes (X)$0$76,545$33,596
ULYSSES PICHON
PRESIDENT17.50Yes (X)$0$0$00.00Yes (X)
PURBA FERNANDEZ
TREASURER17.50Yes (X)$0$0$00.00Yes (X)
NOEMI TEPPANG
SECRETARY17.50Yes (X)$0$0$00.00Yes (X)
DAVID HOWARD-PITNEY
DIRECTOR17.50$0$0$00.00Yes (X)
ALICIA CORTEZ
DIRECTOR17.50$0$0$00.00Yes (X)
WILLIAM LESTER
DIRECTOR17.50$0$0$00.00Yes (X)
CECILIE A VAUGHTERS-JOHNSON
DIRECTOR17.50$0$0$00.00Yes (X)
RON MURRIETA
DIRECTOR17.50$0$0$00.00Yes (X)
MARK HEALY
DIRECTOR17.50$0$0$00.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$76,545TotReportableCompRltdOrgAmt
Total Other Compensation$33,596TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$30,632AllOtherContributionsAmt
Total Contributions$30,632TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIPSDesc
Business900099BusinessCd
Total Revenue Column$7,366TotalRevenueColumnAmt
Related Or Exempt Func Income$7,366RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,366TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,239TotalRevenueColumnAmt
Exclusion$9,239ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$60,018SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,730SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$40,288SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,288TotalRevenueColumnAmt
Exclusion$40,288ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$221TotalRevenueColumnAmt
Related Or Exempt Func Income$221RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$221OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$87,746TotalRevenueColumnAmt
Related Or Exempt Func Income$7,587RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$49,527ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$27TotalAmt
Program Services$27ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$148,746TotalAmt
Program Services$49,994ProgramServicesAmt
Management And General$98,752ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,142TotalAmt
Program Services$6,000ProgramServicesAmt
Management And General$43,142ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,854TotalAmt
Program Services$852ProgramServicesAmt
Management And General$6,002ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$175TotalAmt
Management And General$175ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
OCCUPANCY$7,200$7,200
SUPPLIES$2,767$2,520$247
POSTAGE, SHIPPING, AND$2,491$2,491
PRINTING$1,369$1,369

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,567TotalAmt
Program Services$30ProgramServicesAmt
Management And General$363ManagementAndGeneralAmt
Fundraising$1,174FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$220,338TotalAmt
Program Services$57,150ProgramServicesAmt
Management And General$162,014ManagementAndGeneralAmt
Fundraising$1,174FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$95,204BOYAmt
EOY$6,889EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$191BOYAmt
EOY$60EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,379,419BOYAmt
EOY$1,457,452EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,474,814BOYAmt
EOY$1,464,401EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$31,140BOYAmt
EOY$34,320EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,140BOYAmt
EOY$34,320EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$823,912BOYAmt
EOY$738,687EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$236,494BOYAmt
EOY$308,126EOYAmt

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$1,443,674BOYAmt
EOY$1,430,081EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,474,814BOYAmt
EOY$1,464,401EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$132,592ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$137,789NetUnrlzdGainsLossesInvstAmt
Investment Expense-$18,790InvestmentExpenseAmt
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$27,122CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,011,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,878CurrentTaxYearMinus1YearAmt
Current Tax Year$37,998CurrentTaxYearAmt
Total$1,141,089TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106,433CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92,543CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$88,301CurrentTaxYearMinus1YearAmt
Current Tax Year$81,325CurrentTaxYearAmt
Total$455,218TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$133,555CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,104,119CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,131CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$135,179CurrentTaxYearMinus1YearAmt
Current Tax Year$119,323CurrentTaxYearAmt
Total$1,596,307TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,596,307PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,127CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$158,111CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,447CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,686CurrentTaxYearMinus1YearAmt
Current Tax Year$49,527CurrentTaxYearAmt
Total$331,898TotalAmt
FieldValueIRS element (for citing)
Total Support$1,928,205TotalSupportAmt
Public Support CY1700.82790PublicSupportCY170Pct
Public Support PY1700.85540PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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$607,708BeginningYearBalanceAmt
Investment Earnings Or Losses$101,029InvestmentEarningsOrLossesAmt
Administrative Expenses$18,790AdministrativeExpensesAmt
End Year Balance$689,947EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$543,828BeginningYearBalanceAmt
Investment Earnings Or Losses$94,065InvestmentEarningsOrLossesAmt
Administrative Expenses$9,714AdministrativeExpensesAmt
End Year Balance$628,179EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$495,607BeginningYearBalanceAmt
Investment Earnings Or Losses$56,724InvestmentEarningsOrLossesAmt
Administrative Expenses$8,503AdministrativeExpensesAmt
End Year Balance$543,828EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.55600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44400TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
INVESTMENT - LONG TERM GROUP$1,339,983
INVESTMENT - CAPITAL PRESERVATION POOL$72,127
BOOK COLLECTIONS$45,342
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,457,452TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$298,040TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$137,789NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$91,295DonatedServicesAndUseFcltsAmt
Revenue Not Reported$229,084RevenueNotReportedAmt
Revenue Subtotal$68,956RevenueSubtotalAmt
Investment Expenses Not Incld$18,790InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$18,790RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$87,746TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$311,633TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$91,295DonatedServicesUseFcltsAmt
Expenses Not Reported$91,295ExpensesNotReportedAmt
Expenses Subtotal$220,338ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$220,338TotalExpensesPerForm990Amt

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 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)
EIN941597715EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section170(B)(1)(A)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
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 Org0ReimbursementPaidToOtherOrgInd
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 TypeNTransactionTypeTxt
Involved$81,325InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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