2018-05-17T10:37:02-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2016-07-01 880108599 CALIFORNIA HISTORY CENTER FOUNDATION CALI 4088648987 21250 STEVENS CREEK BLVD CUPERTINO CA 95014 TOM IZU EXECUTIVE DIRECTOR 4088648987 2018-05-16 1 TINA HENTON CPA P00630282 6268577300 2018-05-16 2016 2022-09-23 18:48:47Z TOM IZU 21250 STEVENS CREEK BLVD CUPERTINO CA 95014 107476 0 X WWW.CALHISTORY.ORG X 1969 CA PROVIDE A HOLISTIC, HANDS-ON APPROACH TO HISTORY AND CURRENT ISSUES FOR STUDENTS AND THE COMMUNITY. 9 9 1 0 0 0 40117 30632 6761 7366 30686 49527 1778 221 79342 87746 0 27 0 0 171892 197888 0 0 1174 54359 22423 226251 220338 -146909 -132592 1474814 1464401 31140 34320 1443674 1430081 X TO 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. 0 0 56873 27 7366 THE 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. 277 THE 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. 57150 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 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 0 0 0 0 CA X TOM IZU 4088648987 21250 STEVENS CREEK BLVD CUPERTINO CA 95014 TOM IZU EXECUTIVE DIRECTOR 40.00 X 0 76545 33596 ULYSSES PICHON PRESIDENT 17.50 0.00 X X 0 0 0 PURBA FERNANDEZ TREASURER 17.50 0.00 X X 0 0 0 NOEMI TEPPANG SECRETARY 17.50 0.00 X X 0 0 0 DAVID HOWARD-PITNEY DIRECTOR 17.50 0.00 X 0 0 0 ALICIA CORTEZ DIRECTOR 17.50 0.00 X 0 0 0 WILLIAM LESTER DIRECTOR 17.50 0.00 X 0 0 0 CECILIE A VAUGHTERS-JOHNSON DIRECTOR 17.50 0.00 X 0 0 0 RON MURRIETA DIRECTOR 17.50 0.00 X 0 0 0 MARK HEALY DIRECTOR 17.50 0.00 X 0 0 0 0 76545 33596 0 0 0 0 0 30632 30632 MEMBERSHIPS 900099 7366 7366 7366 9239 9239 60018 19730 40288 40288 40288 MISCELLANEOUS 900099 221 221 221 87746 7587 0 49527 27 27 148746 49994 98752 49142 6000 43142 6854 852 6002 175 175 OCCUPANCY 7200 7200 SUPPLIES 2767 247 2520 POSTAGE, SHIPPING, AND 2491 2491 PRINTING 1369 1369 1567 30 363 1174 220338 57150 162014 1174 95204 6889 191 60 1379419 1457452 1474814 1464401 31140 34320 31140 34320 X 823912 738687 236494 308126 383268 383268 1443674 1430081 1474814 1464401 -132592 137789 -18790 0 X 0 1 X 1 0 X 27122 1011576 17515 46878 37998 1141089 106433 92543 86616 88301 81325 455218 133555 1104119 104131 135179 119323 1596307 1596307 68127 158111 25447 30686 49527 331898 1928205 0.82790 0.85540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 607708 101029 18790 689947 646189 -28972 9509 607708 628179 30403 12393 646189 543828 94065 9714 628179 495607 56724 8503 543828 0.55600 0.44400 1 0 0 INVESTMENT - LONG TERM GROUP 1339983 INVESTMENT - CAPITAL PRESERVATION POOL 72127 BOOK COLLECTIONS 45342 1457452 X 298040 137789 91295 229084 68956 18790 18790 87746 311633 91295 91295 220338 0 220338 PART X, LINE 2: THE 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. FORM 990, PART VI, SECTION B, LINE 11B FORM 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 12C CONFLICT OF INTEREST FORMS ARE SIGNED BY THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FOOTHILL DE-ANZA COMMUNITY COLLEGE DISTRICT 12345 EL MONTE ROAD LOS ALTOS CA 94022 941597715 EDUCATION CA 170(B)(1)(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FOOTHILL DE-ANZA COMMUNITY COLLEGE DISTRICT N 81325 FMV