2018-07-31T16:49:17-05:00 2017-12-31 770232559 BROWN ADAMS AGBAYANI LLP 2570 W EL CAMINO REAL 640 MOUNTAIN VIEW CA 94040 990 2017-01-01 770483215 THE PALO ALTO COMMUNITY FUND PALO 6506900370 330 TWIN DOLPHIN DRIVE NO 151 REDWOOD CITY CA 94065 PETER GIFFORD PRESIDENT 6506900370 2018-07-23 1 NORLEEN S BOUNDS P00287731 6508571655 2017 2022-09-23 18:48:47Z PETER GIFFORD PO BOX 50634 PALO ALTO CA 94303 2118972 0 X WWW.PALOALTOCOMMFUND.ORG X 1998 CA THE MISSION OF THE PALO ALTO COMMUNITY FUND IS TO GROW, SUSTAIN, AND USE ITS ENDOWMENT AND OTHER DONATED FUNDS TO SUPPORT THE WORK OF NEW AND EXISTING NONPROFIT ORGANIZATIONS SERVING THE GREATER PALO ALTO AREA 25 25 1 26 0 0 503828 451361 0 0 -54225 202327 0 0 449603 653688 387468 406600 0 0 53893 58732 0 0 43502 61659 78576 503020 543908 -53417 109780 6341230 7188876 4437 7214 6336793 7181662 X THE MISSION OF THE PALO ALTO COMMUNITY FUND IS TO GROW, SUSTAIN, AND USE ITS ENDOWMENT AND OTHER DONATED FUNDS TO SUPPORT THE WORK OF NEW AND EXISTING NONPROFIT ORGANIZATIONS SERVING THE GREATER PALO ALTO AREA. 0 0 452786 406600 IN 2017, THE PALO ALTO COMMUNITY FUND (PACF) WAS PROUD TO BE ABLE TO SUPPORT 43 LOCAL COMMUNITY NONPROFIT ORGANIZATIONS WHICH ARE ADDRESSING A WIDE VARIETY OF CHALLENGES AND IMPROVING THE QUALITY OF LIFE IN OUR COMMUNITY. THREE OF THE KEY FOCUS AREAS PACF SUPPORTED AND SOME OF THE PROGRAMS SUPPORTED IN EACH FOCUS AREA THIS YEAR WERE: 1. ENHANCING AND SUPPORTING EDUCATIONAL SUCCESS THROUGHOUT OUR COMMUNITY BY PROVIDING- COMMUNITY COLLEGE STUDENTS WITH SCHOLARSHIPS AND TUTORING FOR ADULT IMMIGRANTS- HIGH SCHOOL YOUTH WITH ACADEMIC FIELD TRIPS, DEBATE PROGRAMS,INTENSIVE OUTPATIENT MENTAL HEALTH COUNSELING, AND LEADERSHIP PROGRAMS- MIDDLE SCHOOL YOUTH WITH ACADEMIC TUTORING, SCIENCE PROGRAMS, SUMMER ACADEMIC AND ENRICHMENT EXPERIENCES, LITERACY PROGRAMS, AND SERVICE LEARNING EXPENENCES- ELEMENTARY SCHOOL CHILDREN WITH A OUTFITTED SPORTS EQUIPMENT SHED, SUMMER ACADEMIC PROGRAMS, MENTAL HEALTH SERVICES, ART & MUSIC EDUCATION AND SCIENCE EDUCATION- PRESCHOOL CHILDREN WITH IN-HOME LITERACY TUTORING AND BOOKCASES2. BUILDING WELLNESS THROUGHOUT LIFE AND THROUGHOUT OUR COMMUNITY BY PROVIDING:- SENIORS WITH INDIVIDUALIZED ADULT DAY HEALTH CARE AND ADULT DAY CARE PROGRAMS- ABUSED ADULTS WITH DOMESTIC VIOLENCE SERVICES AND EMERGENCY SHELTER- LGBTQ+ YOUTH WITH SUPPORT SERVICES, LEADERSHIP DEVELOPMENT AND EDUCATION- ADULTS AND CHILDREN WITH DISABILITIES WITH JOB TRAINING AND ENVIRONMENTAL EDUCATION CAMPS- ELEMENTARY SCHOOL CHILDREN AFTER-SCHOOL PROGRAMS AND ENVIRONMENTAL EDUCATION3. PARTICIPATING IN RESOLVING COMMUNITY CONCERNS BY PROVIDING: - VETERANS. GUITAR LESSONS AND PERFORMANCE WORKSHOP- HOMELESS INDIVIDUALS WITH NUTRITIOUS MEALS, ACCESS TO A LOCAL FOOD CLOSET, MENTAL HEALTH CARE, AND ACCESS TO A MOBILE SHOWER & LAUNDRY SERVICE- LOW INCOME FAMILIES WITH LEGAL SERVICES 452786 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X CAMMIE VAIL EXECUTIVE DIRECTOR 6506900370 330 TWIN DOLPHIN DRIVE SUITE 151 REDWOOD CITY CA 94065 CAMMIE VAIL EXECUTIVE DIRECTOR 25.00 X X 54355 0 0 SUZANNE ATTENBOROUGH DIRECTOR 1.00 X 0 0 0 JAY BACKSTRAND DIRECTOR 1.00 X 0 0 0 BRIAN CHANCELLOR DIRECTOR 1.00 X 0 0 0 KAREN FRENCH NEUMAN DIRECTOR 1.00 X 0 0 0 SARAH CLARK DIRECTOR 1.00 X 0 0 0 ANN DEBUSK DIRECTOR 1.00 X 0 0 0 ROBERT ROSKOPH DIRECTOR 1.00 X 0 0 0 KAREN DOUGLAS VICE PRESIDENT 1.00 X X 0 0 0 NITESH DULLABH DIRECTOR 1.00 X 0 0 0 LEONARD ELY DIRECTOR 1.00 X 0 0 0 BRUCE GEE DIRECTOR 1.00 X 0 0 0 PETER GIFFORD PRESIDENT 1.00 X X 0 0 0 MARY HAVERSTOCK DIRECTOR 1.00 X 0 0 0 SCOTT JOACHIM DIRECTOR 1.00 X 0 0 0 CHARLOTTE LOWELL SECRETARY 1.00 X X 0 0 0 JEAN MCCOWN DIRECTOR 1.00 X 0 0 0 JOHN MELTON DIRECTOR 1.00 X 0 0 0 CINDY MILLER DIRECTOR 1.00 X 0 0 0 LYNNE RUSSELL DIRECTOR 1.00 X 0 0 0 VICTORIA THORP DIRECTOR 1.00 X 0 0 0 SIGRID PINSKY SECRETARY 1.00 X X 0 0 0 MISSY RELLER VICE PRESIDENT 1.00 X X 0 0 0 LAUREN WILLIAMS DIRECTOR 1.00 X 0 0 0 DIANA WALSH DIRECTOR 1.00 X 0 0 0 LANIE WHEELER CHIEF FINANCIAL OFFICER 1.00 X X 0 0 0 SUSAN FIELDS BAILEY DIRECTOR 1.00 X 0 0 0 PAM BRANDIN DIRECTOR 1.00 X 0 0 0 ALISON CORMACK DIRECTOR 1.00 X 0 0 0 SUSIE HWANG DIRECTOR 1.00 X 0 0 0 54355 0 0 0 0 0 0 0 27661 423700 32007 451361 160343 160343 1505063 1463079 41984 41984 41984 2205 27661 2205 0 653688 0 0 202327 406600 406600 54355 27177 13589 13589 4377 2189 1094 1094 2940 2940 22054 22054 4763 1399 1969 1395 2620 393 393 1834 1440 720 360 360 1196 598 299 299 3297 824 1649 824 OTHER GRANT EXPENSES 15109 11165 3944 COMMUNITY OUTREACH/VISI 8058 8058 MARKETING MATERIALS & E 5669 5669 POKER EVENT 3743 3743 7687 1721 3273 2693 543908 452786 47620 43502 359534 318319 514 466 1477 5981696 6868100 6341230 7188876 4437 7214 4437 7214 X 6217068 7118212 119725 63450 6336793 7181662 6341230 7188876 109780 735089 0 X 0 0 0 X 470788 430058 517280 475951 424214 2318291 31377 29866 61243 470788 430058 517280 507328 454080 2379534 194706 76598 250429 151496 153915 827144 0 194706 76598 250429 151496 153915 827144 1552390 120214 159328 66035 136813 160343 642733 120214 159328 66035 136813 160343 642733 591002 589386 583315 644141 614423 3022267 0.51370 0.48970 0.21270 0.18240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5981696 937855 29397 22054 6868100 5607896 423181 29321 20060 5981696 5585976 182451 -140792 19739 5607896 5402922 202440 19386 5585976 4697585 731286 25949 5402922 1.00000 1 0 0 CENTENNIAL FUND AT FIRST REPUBLIC BANK 827404 F ENDOWMENT FUND AT FIRST REPUBLIC BANK 6040696 F 6868100 PART V, LINE 4: THE INCOME AND PRINCIPAL OF THE BOARD DESIGNATED-QUASI-ENDOWMENTS ARE MAINTAINED TO PROVIDE GRANTS TO SELECTED CHARITABLE ORGANIZATIONS. POKER TOURNAMENT 29866 27661 2205 2205 1 29866 27661 2205 2205 2205 0 1 10 BOOKS A HOME 1238 WESTMINSTER AVE PALO ALTO CA 94303 352348013 501(C)(3) 10000 CHILD-PARENT HOME TUTORING PROGRAM ACKNOWLEDGE ALLIANCE 2483 OLD MIDDLEFIELD WAY SUITE 208 MOUNTAIN VIEW CA 94043 770393676 501(C)(3) 7500 MENTAL HEALTH COUNSELING ACTERRA 3921 E BAYSHORE ROAD PALO ALTO CA 94303 237064937 501(C)(3) 12500 RETROFIT HOMES WITH ENERGY EFFICIENT DEVICES MAKING THEM READY FOR SOLAR ENERGY SYSTEM ADA'S CAFE 839 NORTHAMPTON DRIVE PALO ALTO CA 94303 262775579 501(C)(3) 12500 EMPLOYEE TRAINING & OTHER EMPLOYMENT-RELATED EXPENSES ADOLESCENT COUNSELING SERVICE 643 BAIR ISLAND ROAD SUITE 301 REDWOOD CITY CA 94063 510192551 501(C)(3) 12500 OUTLET PROGRAM SERVING LGBTQ+ YOUTH ALL STUDENTS MATTER 965 LINCOLN AVE PALO ALTO CA 94301 471582614 501(C)(3) 10000 CLASSROOM TUTORING FOR 5TH GRADE LITERACY PROGRAM ART IN ACTION 3925 BOHANNON DRIVE SUITE 300 MENLO PARK CA 94025 943342383 501(C)(3) 12500 ARTS EDUCATION ASPIRE EAST PALO ALTO CHARTER SCHOOL 1286 RUNNYMEDE STREET PALO ALTO CA 94303 943311088 501(C)(3) 10000 SCIENCE TEACHER AND SCIENCE PROGRAM BRING ME A BOOK SOBRATO CENTER FOR NONPROFITS 330 TWIN DOLPHIN DR REDWOOD CITY CA 94065 770481924 501(C)(3) 5000 PROVIDE BOOKS AND APARTMENT SIZED BOOKCASE TO CHILDREN BUILDING FUTURES NOW PO BOX 1524 PALO ALTO CA 94302 770348803 501(C)(3) 10000 SUMMER ACADEMY FOR 4TH-8TH GRADE AND HIGH SCHOOL STUDENTS CANOPY 3921 E BAYSHORE ROAD PALO ALTO CA 94303 010565752 501(C)(3) 5000 HEALTHY TREES, HEALTHY KIDS! CASSY 544 VALLEY WAY MILPITAS CA 95035 264655116 501(C)(3) 7500 MENTAL HEALTH SERVICES FOR PALO ALTO ELEMENTARY SCHOOLS CATHOLIC CHARITIES CYO OF THE ARCHDIOCESE OF SF 990 EDDY STREET SAN FRANCISCO CA 94109 941498472 501(C)(3) 10000 ACADEMIC ENRICHMENT PROGRAM TO EPA ELEMENTARY STUDENTS CHILDREN'S HEALTH COUNCIL 650 CLARK WAY PALO ALTO CA 94304 941312311 501(C)(3) 11600 TEEN MENTAL HEALTH INITIATIVE COMMUNITY LEGAL SERVICES IN EAST PALO ALTO 1861 BAY ROAD PALO ALTO CA 94303 223866910 501(C)(3) 15000 HOUSING PROGRAM EXPANSION CORA 2211 PALM AVE SAN MATEO CA 94403 942481188 501(C)(3) 5000 PROVIDE EMERGENCY SHELTER & SAFE HOUSING FOR SURVIVORS OF DOMENSTIC VIOLENCE DOWNTOWN STREETS TEAM 1671 THE ALAMEDA SUITE 306 SAN JOSE CA 95126 205242330 501(C)(3) 8400 DOWNTOWN STREETS TEAM MEMBER STIPENDS DREAMCATCHERS PO BOX 60902 PALO ALTO CA 94306 800257191 501(C)(3) 10000 A PLACE TO THRIVE: INDIVIDUAL ACADEMIC PLANS AND SOCIAL SUPPORT EAST PALO ALTO KIDS FOUNDATION PO BOX 50542 PALO ALTO CA 94303 770359913 501(C)(3) 10000 TEACHER GRANTS EAST PALO ALTO TENNIS & TUTORING PO BOX 60597 PALO ALTO CA 94306 263316879 501(C)(3) 10000 LITERACY INTERVENTION PROGRAM FOUNDATION FOR A COLLEGE EDUCATION 2160 EUCLID AVENUE EAST PALO ALTO CA 94303 770401635 501(C)(3) 7500 STEAM FIELD TRIP PROGRAM FRESH LIFELINES FOR YOUTH (FLY) 330 TWIN DOLPHIN DRIVE SUITE 109 REDWOOD CITY CA 94065 522234595 501(C)(3) 10000 LAW AND LEADERSHIP PROGRAM FRIENDS OF PALO ALTO JR MUSEUM & ZOO 1451 MIDDLEFIELD ROAD PALO ALTO CA 94301 770296155 501(C)(3) 13000 SCIENCE LESSONS HEARTFIT FOR LIFE 4000 MIDDLEFIELD ROAD SUITE G-8 PALO ALTO CA 94303 770336212 501(C)(3) 6100 COMMUNITY OUTREACH AND EDUCATION PROGRAMS PROMOTING CARDIAC WELLNESS HEROES' VOICES 135 TERRA VISTA SAN FRANCISCO CA 94115 462822708 501(C)(3) 7500 GUITAR CORPS PROGRAM JOBTRAIN 1200 OBRIEN DRIVE MENLO PARK CA 94025 941712371 501(C)(3) 10000 YOUTH SERVICES KARA INC 457 KINGSLEY AVENUE PALO ALTO CA 94301 942431483 501(C)(3) 7500 GRIEF SUPPORT AND CRISIS INTERVENTION LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 770160469 501(C)(3) 10000 OPPORTUNITY SERVICE CENTER MUSIC IN THE SCHOOLS FOUNDATION PO BOX 60012 PALO ALTO CA 94306 912152501 501(C)(3) 10000 MUSIC IN THE SCHOOLS INSTRUCTION PALO ALTO HOUSING MANAGMENT & SERVICES 725 ALMA STREET PALO ALTO CA 94301 912090479 501(C)(3) 5000 STEPPING STONES TO SUCCESS PENINSULA HEALTHCARE CONNECTION 33 ENCINA AVENUE 103 PALO ALTO CA 94301 202886131 501(C)(3) 12500 HEALTH AND MENTAL HEALTH CARE SERVICES TO HOMELESS AND LOW INCOME RESIDENTS PENINSULA VOLUNTEERS 800 MIDDLE AVE MENLO PARK CA 94025 941294939 501(C)(3) 10000 ROSENER HOUSE PROJECT WEHOPE 1854 BAY ROAD EAST PALO ALTO CA 94303 943342713 501(C)(3) 15000 DIGNITY ON WHEELS RANDOM ACTS OF FLOWERS 3501 EDISON WAY MENLO PARK CA 94025 263006360 501(C)(3) 5000 HEALTH CARE AND HOSPITAL DELIVERY PROGRAM RAVENSWOOD EDUCATION FOUNDATION PO BOX 396 MENLO PARK CA 94025 260166433 501(C)(3) 10000 MIDDLE SCHOOL SCIENCE INITIATIVE RENAISSANCE ENTREPRENEURSHIP CENTER 275 FIFTH STREET SAN FRANCISCO CA 94103 942793122 501(C)(3) 10000 SMALL BUSINESS TRAINING AND FINANCIAL EMPOWERMENT PROGRAMS SILICON VALLEY URBAN DEBATE LEAGUE 502 VALLEY WAY MILPITAS CA 95035 471097110 501(C)(3) 10000 DEBATE PROGRAMS ST ANTHONY'S PADUA DINING ROOM 3500 MIDDLEFIELD ROAD MENLO PARK CA 94025 943151091 501(C)(3) 15000 NUTRITIOUS MEALS ST ELIZABETH SETON SCHOOL 1095 CHANNING AVE PALO ALTO CA 94301 530196617 501(C)(3) 4500 A FIT-KIT PROGRAM TEEN SUCCESS INC 508 VALLEY WAY MILPITAS CA 95035 450702884 501(C)(3) 8000 PEER SUPPORT GROUP FOR TEEN MOMS UPWARD SCHOLARS 3481 JANICE WAY PALO ALTO CA 94303 454128140 501(C)(3) 12500 SCHOLARSHIPS FOR ESL STUDENTS VIA REHABILITATION SERVICES 2851 PARK AVE SANTA CLARA CA 95050 941212130 501(C)(3) 7500 SPECIAL NEEDS SCIENCE CAMPS YOUTH COMMUNITY SERVICE 705 ALESTER AVE ROOM 4 PALO ALTO CA 94303 208099150 501(C)(3) 5000 EPA SUMMER OF SERVICE PROGRAM 43 0 PART I, LINE 2: PRIOR TO RECEIVING GRANT FUNDS, EACH GRANTEE ORGANIZATION SIGNS A GRANT AGREEMENT WITH THE PALO ALTO COMMUNITY FUND. THIS GRANT AGREEMENT SPECIFICALLY STATES THAT THE GRANTEE MUST USE THE FUNDS FOR THE PURPOSES OUTLINED IN ITS GRANT APPLICATION AND ALL FUNDS NOT USED FOR THAT PURPOSE MUST BE RETURNED. AT THE END OF EACH YEAR, EACH GRANTEE MUST ALSO FILE A FINAL GRANT REPORT THAT OUTLINES WHAT THEY HAVE DONE WITH THE GRANT ALONG WITH ASSOCIATED FINANCIAL STATEMENTS SUPPORTING THEIR USE OF FUNDS FOR THEIR INTENDED PURPOSE. IN ONE OR TWO INCIDENTS OUT OF THE OVER 700 GRANTS WE HAVE MADE OVER THE PAST 38 YEARS WHERE FUNDS WERE NOT APPLIED FOR THEIR INTENDED PURPOSES, THE PALO ALTO COMMUNITY FUND TOOK STEPS TO REVIEW WHAT THEY USED THE FUNDS FOR AND IN ONE INCIDENCE INSISTED THAT THE GRANT FUNDS BE RETURNED. X 10 32521 AVERAGE 0 0 1 PART I, LINE 32B: PACF USES MORGAN STANLEY TO SELL STOCK FORM 990, PART VI, SECTION B, LINE 11B THE PALO ALTO COMMUNITY FUND FINANCE COMMITTEE, WORKING WITH THE EXECUTIVE DIRECTOR, IS RESPONSIBLE FOR PROVIDING ALL NECESSARY FINANCIAL DOCUMENTS REQUIRED BY PACF'S TAX PREPARERS IN ORDER TO PREPARE THE YEARLY TAX FORM 990. ONCE THE FORM 990 IS COMPLETE, THE PRESIDENT, EXECUTIVE DIRECTOR AND MEMBERS OF THE FINANCE COMMITTEE WILL REVIEW IT FOR ACCURACY. ONCE FINALIZED, THE PRESIDENT, OR THE PRESIDENT'S DESIGNEE, WILL SIGN THE RETURN AND FILE IT WITH THE IRS. EACH VOTING MEMBER OF PACF'S GOVERNING BODY WILL BE PROVIDED A COPY OF THE FINAL FORM 990 TO BE FILED WITH THE IRS, WHETHER IN PAPER OR ELECTRONIC FORM, PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE PALO ALTO COMMUNITY FUND MONITORS THIS POLICY BY HAVING EACH MEMBER OF THE BOARD OF DIRECTORS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15A THE PALO ALTO COMMUNITY FUND DOES NOT HAVE ANY FULL TIME EMPLOYEES. SALARIES FOR PART-TIME EMPLOYEES ARE COMPARABLE TO SIMILAR POSITIONS IN OTHER NON-PROFITS AND ARE MODEST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.