2018-11-08T11:29:30-06:00 2017-12-31 942847272 DELUCCHI HAWN LLP 333 W SANTA CLARA ST STE 750 SAN JOSE CA 951131716 990 2017-01-01 830400149 THE CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY CATH 4089955219 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 JIM CASHMAN SECRETARY 4089955219 2018-10-26 1 PETER J MALUTTA P00445699 4082862200 2018-10-26 99.23.124.226 2018-10-26 16:13:00 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 617AAE084F0332B1DA1D49266637F5F4BC62A3C0 2017 2018-06-14 16:35:46Z MARY QUILICI AUMACK 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 26657471 0 X WWW.CFOSCC.ORG X 2004 CA DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY. 13 13 7 14 0 15893 1960764 5680359 0 0 314231 1243653 1906 9220 2276901 6933232 2389142 1615547 0 0 607465 607695 0 0 399945 389859 431521 3386466 2654763 -1109565 4278469 44641284 54905880 8949463 10116227 35691821 44789653 X DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY. 0 0 576002 493500 FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION 788545 675600 FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE 470894 403447 SUPPORT OF CATHOLIC PARISHES AND MINISTRIES IN SANTA CLARA COUNTY, CALIFORNIA 50188 43000 OTHERS 50188 43000 1885629 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X X THE ORGANIZATION 4089955219 777 NORTH FIRST STREET NO 490 SAN JOSE CA 95112 RONALD G PELZEL PRESIDENT 1.00 X X 0 0 0 PATRICK WAITE TREASURER 1.00 X X 0 0 0 JEROME BELLOTTI BOARD MEMBER 1.00 X 0 0 0 KATHLEEN MULLER BOARD MEMBER 1.00 X 0 0 0 JOHN SOBRATO BOARD MEMBER 1.00 X 0 0 0 JIM CASHMAN BOARD MEMBER 1.00 X 0 0 0 CHARMAINE WARMENHOVEN SECRETARY 1.00 X X 0 0 0 TOM CROTTY BOARD MEMBER 1.00 X 0 0 0 PHILIP J ANTHONY BOARD MEMBER 1.00 X 0 0 0 BERTHA MINNIHAN BOARD MEMBER 1.00 X 0 0 0 DOUG HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND J TRIPLETT BOARD MEMBER 1.00 X 0 0 0 CS PARK BOARD MEMBER 1.00 X 0 0 0 MARY QUILICI AUMACK EXECUTIVE DIRECTOR 40.00 X 256772 0 19299 256772 0 19299 1 0 1 0 0 5680359 3614158 5680359 615581 615581 20352311 19724239 628072 628072 628072 OTHER MISCELLANEOUS REVENUE 900099 9220 9220 9220 6933232 1252873 0 0 1615547 1615547 299995 15000 74998 209997 225184 60420 109121 55643 13727 1971 4813 6943 35456 4821 14142 16493 33333 4787 11686 16860 277 277 35800 35800 168794 168707 87 13325 1999 6662 4664 28724 4309 14362 10053 5258 5258 8329 8329 10234 1518 4705 4011 TELECOMMUNICATION 56030 4341 26063 25626 FINANCIAL AND ADMINISTR 47596 273 46361 962 PRINTING AND REPRODUCTI 41017 1058 1648 38311 OFFICE SUPPLIES 7163 878 4232 2053 8974 8974 2654763 1885629 369189 399945 240774 92433 1047035 547030 181831 1640 16149 102292 102292 0 0 36919124 47855856 6185673 6376925 65207 17487 44641284 54905880 75793 101230 249 8873421 10014997 8949463 10116227 X 26625558 31446906 318531 1586450 8747732 11756297 35691821 44789653 44641284 54905880 4278469 4819363 0 X 0 1 X 1 0 X 1452702 2814517 2424245 1960764 5680359 14332587 1452702 2814517 2424245 1960764 5680359 14332587 14332587 931466 694299 535895 597565 615581 3374806 17707393 0.80940 0.71390 X 38 1 2236888 493500 5896485 108672 1 1 24754935 3464607 4047916 1082847 31184611 22851767 1129847 1743661 970340 24754935 24606714 615292 -1753018 617221 22851767 25254805 31655 22690 933439 24606714 23032978 121193 2930560 829926 25254805 0.59470 0.36530 0.04000 0 0 102292 102292 0 0 HEDGE FUNDS 6376925 F 6376925 BENEFICIAL INTEREST PAYABLE 29240 BENEFICIAL ENDOWMENT 9877085 AGENCY FUNDS 108672 10014997 X 11583801 4819363 4819363 6764438 168794 168794 6933232 2485969 0 2485969 168794 168794 2654763 PART X, LINE 2: THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS FOR TAX YEARS 2014 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION'S CALIFORNIA INCOME TAX RETURNS OF THE TAX YEARS 2013 AND SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS IN HEDGE FUNDS N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 DIOCESE OF SAN JOSE 1150 N 1ST STREET SUITE 100 SAN JOSE CA 95112 942734503 501(C)(3) 1143752 GENERAL FINANCIAL SUPPORT CATHOLIC CHARITIES 2625 ZANKER ROAD SAN JOSE CA 95134 942762269 501(C)(3) 152552 GENERAL FINANCIAL SUPPORT COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE HOLLYWOOD CA 90027 133391210 501(C)(3) 25000 GENERAL FINANCIAL SUPPORT UNIVERSITY OF DAYTON 300 COLLEGE PARK DAYTON OH 45469 310536715 501(C)(3) 12000 GENERAL FINANCIAL SUPPORT RETIREMENT FUND FOR RELIGOUS 3211 4TH STREET NE WASHINGTON DC 20017 530196617 501(C)(3) 16000 GENERAL FINANCIAL SUPPORT NOTRE DAME HIGH SCHOOL 596 S 2ND ST SAN JOSE CA 95112 941275235 501(C)(3) 8002 GENERAL FINANCIAL SUPPORT HARVEY MUDD COLLEGE 301 PLATT BLVD CLAREMONT CA 91711 951911219 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 14037 GENERAL FINANCIAL SUPPORT PROJECT ORBIS INTERNATIONAL INC 520 8TH AVE 11TH FLOOR NEW YORK NY 10018 237297651 501(C)(3) 25000 GENERAL FINANCIAL SUPPORT PRESENTATION CENTER 19480 BEAR CREEK RD LOS GATOS CA 950339519 941406294 501(C)(3) 20000 GENERAL FINANCIAL SUPPORT CRISTO REY SAN JOSE HIGH SCHOOL 1390 FIVE WOUNDS LANE SAN JOSE CA 95116 462594689 501(C)(3) 10787 GENERAL FINANCIAL SUPPORT ALEARN 3777 STEVENS CREEK BLVD STE 330 SANTA CLARA CA 95051 300464507 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT AMERICAN LEADERSHIP FORUM - SILICON VALLEY 1400 PARKMOOR AVE STE 280 SAN JOSE CA 95126 943092396 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT GOLDEN HEART FUND 4949 MARIE P DEBARTOLO WAY SANTA CLARA CA 95054 814595320 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT JESUITS WEST PO BOX 68 LOS GATOS CA 950310068 941156486 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 951103005 952206754 501(C)(3) 9387 GENERAL FINANCIAL SUPPORT PENINSULA BRIDGE PROGRAM PO BOX 963 MENLO PARK CA 94026 943226017 501(C)(3) 9000 GENERAL FINANCIAL SUPPORT PART I, LINE 2: THE FOUNDATION REQUIRES ANNUAL REPORTS FROM MOST GRANT RECIPIENTS TO CONFIRM HOW THE FUNDS WERE SPENT. MANY OF THE GRANTS ALSO REQUIRE A MID-YEAR REPORT TO CHECK THE PROGRESS OF THE PROGRAM. FOR DONOR ADVISED FUND GRANTS, THE FOUNDATION'S GRANTS PROGRAM MANAGER DOES RESEARCH AND DUE DILIGENCE BEFORE THE ISSUANCE OF A GRANT. 1 X X X X 0 0 0 0 0 0 0 0 0 MARY QUILICI AUMACK EXECUTIVE DIRECTOR 239997 0 16775 0 0 0 7804 0 11495 0 276071 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. X 24 3614158 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF SAN JOSE CAN APPOINT UP TO ONE BOARD MEMBER LESS THAN A MAJORITY. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES MAKE VERBAL AND WRITTEN REPORTS TO THE FULL BOARD. MINUTES ARE RECORDED FOR ALL BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE BEFORE PRESENTATION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES SIGN TO CONFIRM RECEIPT AND ACCEPTANCE OF THE EMPLOYEE MANUAL. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST ANNUAL DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD RESEARCHED SIMILAR ORGANIZATIONS IN THE AREA TO DETERMINE REASONABLE SALARIES IN ADDITION TO THE UTILIZATION OF SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES THEIR FINANCIAL STATEMENTS ALONG WITH KEY POLICIES ON THEIR WEBSITE.