2018-09-14T15:25:29-05:00 2017-10-31 943108253 NOVOGRADAC & COMPANY LLP 1010 B STREET SUITE 400 SAN RAFAEL CA 94901 990 2016-11-01 770312582 COMMUNITY FOUNDATION FOR SAN BENITO COUNTY COMM 8316301924 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 GARY BYRNE PRESIDENT/CEO 8316301924 2018-09-14 1 LANCE SMITH P00696626 4152236130 12.104.178.226 2018-09-14 13:24:51 PD P C446B92702F237332243CCE1A299B88FD99E156D C446B92702F237332243CCE1A299B88FD99E156D 2016 2018-06-14 16:35:46Z GARY BYRNE 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 6479243 0 X WWW.CFFSBC.ORG X 1992 CA TO BUILD A PERMANENT ENDOWMENT TO PROVIDE GRANTS AND ASSISTANCE TO DEVELOP AND STRENGTHEN LOCAL NON-PROFIT ORGANIZATIONS IN SAN BENITO COUNTY 18 18 0 45 6309 0 936332 6042795 29198 40989 133192 351527 40463 13984 1139185 6449295 1108275 5256865 0 0 229437 273931 0 0 30383 236422 391222 1574134 5922018 -434949 527277 9251183 10626002 778271 626249 8472912 9999753 THE COMMUNITY FOUNDATION FOR SAN BENITO COUNTY IS DEDICATED TO BUILDING A STRONGER COMMUNITY AND ENHANCING THE QUALITY OF LIFE IN SAN BENITO COUNTY THROUGH THE SUPPORT OF PHILANTHROPIC ACTIVITIES. 0 0 5587590 5256865 40989 PROVIDED GRANT ASSISTANCE TO VARIOUS EDUCATIONAL, YOUTH, SENIOR, AND COMMUNITY SERVICES 18442 PROVIDED NON-PROFIT CAPACITY BUILDING INCLUDING EDUCATION, WORKSHOPS, CONFERENCES, AND BOARD DEVELOPMENT 5606032 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X GARY BYRNE 8316301924 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 MARILYN FERREIRA DIRECTOR 0.50 X 0 0 0 PHIL FORTINO CHAIR 10.00 X X 0 0 0 STEVE HUDNER DIRECTOR 0.50 X 0 0 0 VINCE BRIGANTINO DIRECTOR 0.50 X 0 0 0 GENE ZANGER DIRECTOR 0.50 X 0 0 0 AL CASTANEDA DIRECTOR 0.50 X 0 0 0 ED STEPHENSON DIRECTOR 0.50 X 0 0 0 BOB TIFFANY DIRECTOR 0.50 X 0 0 0 REBECCA MEDEIROS WOLF VICE-CHAIR 0.50 X X 0 0 0 KATHY FLORES SECRETARY 10.00 X X 0 0 0 SUSAN SCHWABACHER MODIC DIRECTOR 0.50 X 0 0 0 FERNANDO GONZALEZ PAST CHAIR 10.00 X X 0 0 0 MIKE GRACE TREASURER 10.00 X X 0 0 0 CHRISTINE BREEN DIRECTOR 0.50 X 0 0 0 ALAN CLARK DIRECTOR 0.50 X 0 0 0 ALLISON ROHNERT DIRECTOR 0.50 X 0 0 0 GARY BYRNE PRESIDENT/CEO 40.00 X X 111429 0 0 KAY FILICE DIRECTOR 0.50 X 0 0 0 111429 0 0 1 0 0 0 0 6042795 2343444 6042795 OTHER 900099 40989 40989 40989 201389 201389 150138 0 150138 150138 150138 37623 29948 7675 7675 FUND ADMINISTRATIVE FE 561000 6309 6309 6309 6449295 40989 6309 359202 5256865 5256865 110540 44216 44216 22108 113594 85195 28399 29584 16702 10170 2712 20213 12532 6064 1617 58718 58718 24856 24856 24829 24829 26729 26729 48632 21300 27332 6091 6091 825 825 2846 2846 PROGRAM SERVICES 106771 106771 NON-PROFIT CAPACITY BUI 22812 22812 68113 39639 24528 3946 5922018 5606032 285603 30383 519752 1159933 12304 9128 2176 250 206320 23890 180728 182430 8536223 9274261 9251183 10626002 28221 19404 180554 25000 6980 12650 562516 569195 778271 626249 X 4126878 4789597 750988 1246556 3595046 3963600 8472912 9999753 9251183 10626002 527277 838846 160718 X X 0 1 X 1 0 X 1526982 2137376 1852925 3640441 6979127 16136851 1526982 2137376 1852925 3640441 6979127 16136851 9508472 6628379 152519 513283 194840 164826 328059 1353527 33809 45475 26596 30993 54447 191320 17681698 183098 0.37490 0.36440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97 4210018 4549353 5673757 1 1 0 5447213 387917 739728 -116784 -69707 -106907 6281460 5041692 281228 262923 -49603 -12343 -76684 5447213 4627499 637711 -36230 -60260 -37764 -89264 5041692 3939779 549804 277474 -38894 -15074 -85590 4627499 3239185 156824 633119 -31526 -4962 -52861 3939779 0.03000 0.97000 0 0 180000 180000 26320 23890 2430 182430 VANGUARD PORTFOLIO 8572759 F SILICON VALLEY FUND 148009 F RSF SOCIAL FINANCE 553493 F 9274261 FUNDS HELD FOR OTHERS 569195 569195 X 7267915 838846 838846 6429069 20226 20226 6449295 5741074 0 5741074 180944 180944 5922018 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND THEREFORE, IS GENERALLY EXEMPT FROM BOTH FEDERAL AND STATE INCOME TAXES, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED ITS EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE FOUNDATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER 20,226. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER 180,944. KELLY FREITAS EVENT 15160 15160 22944 LEAD ORG - PHILANTHROPY DAY EVENT 12260 12260 7004 2 10203 10203 0 37623 37623 29948 29948 7675 1 HEALTH PROJECTS CENTER 1537 PACIFIC AVENUE STE 300 SANTA CRUZ CA 95060 942713281 5000 FUNDS TO GO TOWARDS DEL MAR CAREGIVER RESOURCE CENTER HOLLISTER PREGNANCY CENTER 384 FIFTH STREET HOLLISTER CA 95023 770127792 5000 FUNDS TO GO TOWARDS THE SIXTEEN PROJECT SAN BENITO COUNTY BUSINESS COUNCIL 341 FIRST STREET HOLLISTER CA 95023 770472771 5000 FUNDS TO GO TOWARDS CAPACITY BUILDING, IMPLEMENTATION OF ECONOMIC VITALITY PROGRAMS HOLLISTER DOWNTOWN ASSOCIATION 455 SAN BENITO ST SUITE 21 HOLLISTER CA 95023 770168743 5000 FUNDS TO GO TOWARDS HIRING OF DEVELOPMENT DIRECTOR BULLDOG BOXING 1962 SCENIC CIRCLE HOLLISTER CA 95023 5000 FUNDS TO GO TOWARDS GYM RESTORATION NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 205806345 5000 FUNDS TO GO TOWARDS GLOBAL ALLIANCE MULTI EXCHANGE FOR SUSTAINABLE PO BOX 40113 BERKELEY CA 94704 931149802 5000 FUNDS TO GO TOWARDS FARMER TRAINING KINSHIP CENTER - GABILAN CHAPTER PO BOX 324 TRES PINOS CA 95075 942971761 5000 ANNUAL CONTRIBUTION HAZEL HAWKINS HOSPITAL FOUNDATION 911 SUNSET DRIVE HOLLISTER CA 95023 942497062 5000 11TH ANNUAL DINNER AND DANCE FUNDRAISER SBC HISTORICAL SOCIETY 498 FIFTH STREET HOLLISTER CA 95023 942861560 5980 ROOF REPAIR GIRLS INC 318 CAYUGA STREET SUITE 101 A SALINAS CA 93901 205040398 6000 FUNDS TO BE USED FOR SMART CHOICES PROGRAM SBC ARTS COUNCIL PO BOX 692N HOLLISTER CA 95023 571241278 6000 INSPIRING AT-RISK YOUTH THROUGH DREAMS PROJECT E-CUBED FOUNDATION PO BOX 1362 TRES PINOS CA 95075 270031247 6000 FUNDS TO BE USED FOR YOSEMITE SCIENCE CAMP FOR TRES PINOS SCHOOL FAMILY SERVICE AGENCY OF THE CENTRAL COAST 104 WALNUT AVE SUITE 208 SANTA CRUZ CA 95060 941716354 6500 SUICIDE PREVENTION HAZEL HAWKINS HOSPITAL FOUNDATION 911 SUNSET DRIVE HOLLISTER CA 95023 942497062 6777 FUNDS TO BE USED TOWARDS EQUIPMENT FOR DIABETES CENTER COMMUNITY MEDIA ACCESS PARTNERSHIP PO BOX 1822 GILROY CA 95021 912119687 7000 YOUTH MEDIA YMCA 351 TRES PINOS ROAD SUITE A201 HOLLISTER CA 95023 770202335 7500 ANNUAL CONTRIBUTION EMMAUS HOUSE 829 SAN BENITO STREET SUITE 300 HOLLISTER CA 95023 770407292 7500 ANNUAL CONTRIBUTION COMMUNITY FOOD BANK OF SBC 1133 SAN FELIPE ROAD HOLLISTER CA 95023 770306871 7500 ANNUAL CONTRIBUTION SAN BENITO COUNTY POLICE ACTIVITIES LEAGUE 2690 CIENEGA RD HOLLISTER CA 95023 272314267 7875 PAL FUNDAMENTALS COMMUNITY IMPACT GRANT SERVICE DOGS BY WARREN RETRIEVERS INC PO BOX 647 MADISON VA 22727 273778997 8344 FUNDS TO BE USED TOWARDS SERVICE DOG SAN BENITO AG IN THE CLASSROOM 530 SAN BENITO STREET SUITE 201 HOLLISTER CA 95023 941218342 8500 EXPANSION OF AG IN THE CLASSROOM CHAMBERLAIN'S CHILDREN CENTER PO BOX 1269 HOLLISTER CA 95024 942357401 8700 2016 MATCHING FUND DISBURSMENT (12 DAYS OF GIVING) CASA OF SAN BENITO COUNTY 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 770398079 9955 2016 MATCHING FUND DISBURSMENT (12 DAYS OF GIVING) SUN STREET CENTERS 11 PEACH DRIVE SALINAS CA 93901 946138701 10000 WOMEN'S RESIDENTIAL TREATMENT IN SBC SAN JUAN COMMITTEE POBOX 1416 SAN JUAN BAUTISTA CA 95045 473176537 10000 WEBSITE UPGRADE MISSION SJB PRESERVATION FUND PO BOX 222 SAN JUAN BAUTISTA CA 95045 475427661 10000 PARTIAL PROGRESS OF CONSTRUCTION FISHES AND LOAVES 680 COLLEGE STREET HOLLISTER CA 95023 770370874 10000 FEEDING THE POOR COMMUNITY FOOD BANK OF SBC 1133 SAN FELIPE RD HOLLISTER CA 95023 770306871 10000 OPERATIONAL SUPPORT GRANT JOVENES DE ANTANO PO BOX 860 HOLLISTER CA 95023 942280033 10000 MEALS ON WHEELS BENITOLINK 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 770312582 10000 PLEDGE OF CHAMPIONS 2017 MATCH THE ROZAS HOUSE ORG INC PO BOX 42 SAN JUAN BAUTISTA CA 95045 811283478 10000 SJB HISTORIC WALKING TOUR PROJECT NATIVE DAUGHTERS OF THE GOLDEN WEST PO BOX 42 SAN JUAN BAUTISTA CA 95045 263793035 10000 ADOBE HOME RESTORATION PROJECT ECONOMIC DEVELOPMENT CORP PO 1265 HOLLISTER CA 95024 10000 COMMUNITY IMPACT GRANT KITCHEN TABLE ADVISORS 405 14TH STREET SUITE 164 OAKLAND CA 94612 912166435 10000 FUELING ECONOMIC VIABILITY OF SUSTAINABLE FARMERS YOUTH ALLIANCE PO BOX 1291 HOLLISTER CA 950241291 770377245 10000 YOUTH LEADERSHIP PROJECT I HAVE A DREAM FOUNDATION PO BOX 8 PACINES CA 95043 954089758 10000 GENERAL OPERATIONS POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE SUITE 11 PETALUMA CA 94954 941594250 10000 RANGELAND/CROPLAND MONITORING NETWORKS SAVANNA INSTITUTE 1360 REGENT STREET 124 MADISON WI 53713 463004682 10000 GENERAL OPERATIONS SUN STREET CENTERS 11 PEACH DRIVE SALINAS CA 93901 946138701 10000 SOBER LIVING FOR WOMEN'S FACILITY COMMUNITY SOLUTIONS 341 TRES PINOS ROAD 202B HOLLISTER CA 95023 237351215 10000 CAFECTIOUS PROJECT 2017 JUNIOR ACHIEVEMENT OF SV & MB 1671 THE ALAMENDA SUITE 205 SAN JOSE CA 95126 841267604 10000 WOMEN'S FUND GRANT AWARD 2017 GIRLS INC 318 CAYUGA STREET SUITE 101 A SALINAS CA 93901 205040398 10000 WOMEN'S FUND ECHO PROGRAM GRANT PARTNERSHIP FOR CHILDREN 342 PAJARO STREET SUITE B SALINAS CA 93901 020646450 10000 SERVICES FOR CHILDREN WITH SEVERE ILLNESSES THRESHOLD FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 133028214 10000 EMERGENT FUND ROTARY CLUB OF HOLLISTER PO BOX 860 HOLLISTER CA 95024 940557938 10920 TO PROVIDE VARIOUS SCHOLARSHIPS COMMUNITY INITIATIVES 354 PINE STREET STE 700 SAN FRANCISCO CA 94104 943255070 12000 CALIFORNIA FOOD SHED FUNDERS CASA OF SAN BENITO COUNTY 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 452881517 12751 FINAL DISTRIBUTION OF CLP TA AWARD EMMAUS HOUSE 829 SAN BENITO STREET SUITE 300 HOLLISTER CA 95023 770407292 14790 2016 MATCHING FUNDS DISBURSMENT (12 DAYS OF GIVING) BENITOLINK 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 473324907 15000 FUNDS TRANSFERRED FROM CLP FOR ADMINISTRATIVE SERVICES I HAVE A DREAM FOUNDATION PO BOX 860 PAICINES CA 95043 571111271 15000 GENERAL OPERATIONS LAND STEWARDSHIP PROJECT 821 E 35TH STREET SUITE 200 MINNEAPOLIS MN 55407 411466054 15000 SOIL HEALTH WORK EMMAUS HOUSE 829 SAN BENITO STREET SUITE 300 HOLLISTER CA 95023 770407292 17094 GRANT GAETA BERNADINO 34 PEACH TREE LANE HOLLISTER CA 95023 18830 PROCEEDS TO BENEFIT SAN BENITO HIGH SCHOOL ASB FUNDRAISER OREGON STATE UNIVERSITY 850 SW 35TH ST CORVALLIS OR 97333 936022772 20000 NICHE MEAT PROCESSOR ASSISTANCE NETWORK SUSTAINABLE MARKETS FOUNDATION 45 WEST 36TH STREET 6TH FLOOR NEW YORK NY 100187635 134188834 20000 TO PURCHASE NEW SCALE WOMEN'S FOOD AND AGRICULTURE NETWORK PO BOX 611 AMES IA 50011 270897403 25000 GENERAL OPERATIONS BIONUTRIENT FOOD ASSOCIATION 411 SHELDON ROAD BARRE MA 01005 274334816 25000 REAL FOOD CAMPAIGN SACRED HEART PARISH SCHOOL 670 COLLEGE STREET HOLLISTER CA 95023 943121808 25000 ANNUAL TUITION ASSISTANCE FROM PICETTI FAMILY SCHOLARSHIP MONIES COMMUNITY FOOD BANK OF SBC 1133 SAN FELIPE ROAD HOLLISTER CA 95023 770306871 27550 2016 MATCHING FUNDS DISBURSMENT (12 DAYS OF GIVING) I HAVE A DREAM FOUNDATION PO BOX 860 PAICINES CA 95043 571111271 30000 GENERAL OPERATIONS PET FRIENDS 31 WRIGHT ROAD HOLLISTER CA 95023 770300197 30000 GENERAL OPERATIONS PET FRIENDS 31 WRIGHT ROAD HOLLISTER CA 95023 770300197 30000 GENERAL OPERATIONS SUSTAINABLE ECONOMIES LAW CENTER 1428 FRANKLIN STREET OAKLAND CA 94612 462210531 35000 GENERAL OPERATIONS ECOTRUST 721 NW 9TH AVE SUITE 200 PORTLAND OR 97209 931050144 10000 FOOD & FARMS FIBERSHED PO BOX 221 SAN GERONIMO CA 94963 453055196 10000 GENERAL OPERATIONS VALLEY VERDE 1530 MERIDIAN AVE SUITE 104 SAN JOSE CA 95125 453084814 35000 GENERAL OPERATIONS THRESHOLD FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 133028214 42500 GRANTMAKING POOL ECDYSIS FOUNDATION 46958 188TH STREET ESTELLINE SD 57234 474936169 45000 GENERAL OPERATIONS FARMFOLKCITYFOLK SOCIETY 1661 DURANLEAU STREET 2ND FLOOR VANCOUVER CA V6H 3S3 892231572 50000 YOUNG AGRARIANS - BC AND ALBERTA HOLISTIC MANAGEMENT INTERNATIONAL 5941 JEFFERSON ST NE SUITE B ALBUQUERQUE NM 87109 850324203 50000 GENRAL OPERATING SUPPORT CALIFORNIA FARMLINK 335 SPRECKELS DRIVE APTOS CA 95003 943332630 50000 GENERAL OPERATIONS SAN BENITO COUNTY HERITAGE FOUNDATION PO BOX 1141 TRES PINOS CA 95075 270925169 50000 2016 DONATION TRUST FOR CONSERVATION INNOVATION 405 14TH STREET SUITE 164 OAKLAND CA 94612 912166435 100000 KITCHEN TABLE ADVISORS BALLE BUSINESS ALLIANCE FOR LOCAL LIVING 2323 BROADWAY OAKLAND CA 94612 201544255 200000 RURAL FELLOWS PROGRAM RUDOLF STEINER FOUNDATION INC 1002 OREILLY AVENUE SAN FRANCISCO CA 94129 136082763 500000 RSF SOCIAL FINANCE GIFT FUND IMPACT ASSETS INC 7315 WISCONSIN AVE BETHESDA MD 20814 262048480 3000000 GRANTMAKING POOL 77 0 PART I, LINE 2: COMMUNITY FOUNDATION MONITORS THE USE OF GRANTS GIVEN BY REQUIRING A GRANT IMPACT REPORT RETURNED TO FOUNDATION AFTER RECEIPT OF FUNDS. THIS REPORT REQUIRES BUDGETING INFORMATION AND FINANCIAL STATEMENTS FOR GRANT PROJECTS. PHIL FORTINO EXECUTIVE BOARD MEMBER 42600 LESSOR OF MANAGEMENT OFFICES 0 X 1 2343444 SELLING PRICE PER BROKER 0 0 1 FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S BOOKKEEPER, EXECUTIVE DIRECTOR, FINANCE COMMITTEE, AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW THE TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES REVIEW ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS, DOCUMENTING ANY KEY COMPONENTS. FORM 990, PART VI, SECTION B, LINE 15 THE FULL BOARD PERIODICALLY CONDUCTS A FORMAL REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR AND ALSO REVIEWS SALARY AND AGREES ON ANY SALARY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 A PUBLIC DISCLOSURE COPY OF THE ORGANIZATION'S BYLAWS, POLICIES, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT.