SAN JOAQUIN COMMUNITY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAN JOAQUIN COMMUNITY FOUNDATION INC (EIN 26-1476916)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349311642
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T14:23:18-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941481988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261476916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SAN JOAQUIN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2099432375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 HERNDON PLACE NO B | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOSES ZAPIEN | PersonNm |
| Person Title | CEO/PRESIDENT | PersonTitleTxt |
| Phone | 2099432375 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARYL R PETRICK | PreparerPersonNm |
| PTIN | P00045987 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.151.71.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 09:20:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BE8EC4BFC58D5068B15FAFB64E6DC42D6390F44B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FECAAD359A7802BF5B6DAFE19507089F5C45C436 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MOSES ZAPIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 HERNDON PLACE NO B | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,639,696 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFOSJ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS COMMUNITY NEEDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,451,993 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,060,965 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $157,665 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $171,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $239,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $428,800 | PYOtherRevenueAmt |
| CY Other Revenue | $369,517 | CYOtherRevenueAmt |
| PY Total Revenue | $2,278,428 | PYTotalRevenueAmt |
| CY Total Revenue | $1,671,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $694,828 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $985,997 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $242,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $271,970 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,794 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $348,680 | PYOtherExpensesAmt |
| CY Other Expenses | $551,572 | CYOtherExpensesAmt |
| PY Total Expenses | $1,286,371 | PYTotalExpensesAmt |
| CY Total Expenses | $1,809,539 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $992,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$138,254 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,910,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,647,187 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,027,371 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,713,030 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,883,398 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,934,157 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO MAKE PHILANTHROPIC GIVING AS EFFECTIVE AS POSSIBLE. READY TO SERVE PEOPLE WHO SHARE A COMMON CONCERN - IMPROVING THE QUALITY OF LIFE IN SAN JOAQUIN COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,042,789 | ExpenseAmt |
| Grant | $985,997 | GrantAmt |
| Desc | THE FOUNDATION PROVIDED GRANTS AND CASH ASSISTANCE TO APPROXIMATELY 100 NON PROFIT ORGANIZATIONS LOCATED PRIMARILY IN SAN JOAQUIN COUNTY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $441,372 | ExpenseAmt |
| Revenue | $69,131 | RevenueAmt |
| Desc | THE FOUNDATION OFFERS SEVERAL PROGRAMS AND SERVICES THROUGHOUT THE YEAR THAT BENEFIT THE COMMUNITY. DURING 2016 THE FOUNDATION CO-HOSTED THE COMMUNITY PHILANTHROPY SUMMIT WHICH IS AN ALL-DAY FORUM FOR APPROXIMATELY 300 DONORS, NONPROFIT LEADERS AND ESTATE PLANNERS, SERVED AS THE FISCAL SPONSOR FOR THE REINVENT SOUTH STOCKTON COALITION, COMMUNITY CONNECTIONS, COALITION FOR A C.S.U. STOCKTON, THE ELEANOR PROJECT AND FACILITATED THE STOCKTON FUND FOR ANIMALS EVENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $45,077 | ExpenseAmt |
| Revenue | $102,789 | RevenueAmt |
| Desc | THE FOUNDATION ADMINISTERS AND MAINTAINS DONOR ADVISED FUNDS, WHICH PROVIDE DONORS WITH THE OPPORTUNITY TO MAKE DONATIONS FOR FUTURE GRANTS AND CONTRIBUTIONS. THE FOUNDATION ALSO OFFERS DONORS RECOMMENDATIONS FOR GRANTS THROUGH RESEARCH OF NONPROFIT ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,529,238 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIZETTE SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2099432375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 HERNDON PLACE SUITE B | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TED LELAND | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CYNTHIA SOUZA | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TERESA L MANDELLA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COLLEEN STEWART | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT BEATTIE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN BENSCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE DE ARAUJO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DUANE ISETTI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA J PHILIPP | ||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | $123,474 | $0 | $16,862 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $123,474 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,862 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,060,965 | AllOtherContributionsAmt |
| Noncash Contributions | $29,342 | NoncashContributionsAmt |
| Total Contributions | $1,060,965 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | $102,789 | $102,789 |
| COMMUNITY PHILANTHROPY SUMMIT | 900099 | $69,131 | $69,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $171,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,657 | TotalRevenueColumnAmt |
| Exclusion | $84,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,885,628 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,901,402 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,774 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,774 | TotalRevenueColumnAmt |
| Exclusion | -$15,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $436,526 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $67,009 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $369,517 | TotalRevenueColumnAmt |
| Exclusion | $369,517 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,671,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $171,920 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $438,400 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $979,347 | TotalAmt |
| Program Services | $979,347 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,650 | TotalAmt |
| Program Services | $6,650 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,336 | TotalAmt |
| Program Services | $41,468 | ProgramServicesAmt |
| Management And General | $61,219 | ManagementAndGeneralAmt |
| Fundraising | $37,649 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,040 | TotalAmt |
| Program Services | $27,197 | ProgramServicesAmt |
| Management And General | $40,151 | ManagementAndGeneralAmt |
| Fundraising | $24,692 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $1,194 | ProgramServicesAmt |
| Management And General | $329 | ManagementAndGeneralAmt |
| Fundraising | $2,977 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,570 | TotalAmt |
| Program Services | $5,283 | ProgramServicesAmt |
| Management And General | $8,240 | ManagementAndGeneralAmt |
| Fundraising | $2,047 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,524 | TotalAmt |
| Program Services | $5,498 | ProgramServicesAmt |
| Management And General | $8,769 | ManagementAndGeneralAmt |
| Fundraising | $5,257 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,833 | TotalAmt |
| Management And General | $12,833 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,077 | TotalAmt |
| Program Services | $45,077 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,337 | TotalAmt |
| Program Services | $7,539 | ProgramServicesAmt |
| Management And General | $23,798 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,122 | TotalAmt |
| Program Services | $5,261 | ProgramServicesAmt |
| Management And General | $1,206 | ManagementAndGeneralAmt |
| Fundraising | $4,655 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,217 | TotalAmt |
| Program Services | $3,440 | ProgramServicesAmt |
| Management And General | $2,777 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,270 | TotalAmt |
| Program Services | $5,270 | ProgramServicesAmt |
| Management And General | $16,000 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,058 | TotalAmt |
| Program Services | $1,023 | ProgramServicesAmt |
| Management And General | $1,035 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,321 | TotalAmt |
| Management And General | $2,321 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,743 | TotalAmt |
| Management And General | $3,743 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FISCAL SPONSORSHIP | $386,754 | $386,754 | ||
| DONOR CULTIVATION | $11,517 | $11,517 | ||
| DUES AND SUBSCRIPTIONS | $8,122 | $8,122 | ||
| STOCKTON FUND FOR ANIMA | $7,367 | $7,367 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,834 | TotalAmt |
| Program Services | $870 | ProgramServicesAmt |
| Management And General | $964 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,809,539 | TotalAmt |
| Program Services | $1,529,238 | ProgramServicesAmt |
| Management And General | $191,507 | ManagementAndGeneralAmt |
| Fundraising | $88,794 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,187 | BOYAmt |
| EOY | $90,617 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,043 | BOYAmt |
| EOY | $608,845 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,075 | BOYAmt |
| EOY | $223,655 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,623,464 | BOYAmt |
| EOY | $8,724,070 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,910,769 | BOYAmt |
| EOY | $9,647,187 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,155 | BOYAmt |
| EOY | $33,197 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,002,216 | BOYAmt |
| EOY | $4,679,833 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,027,371 | BOYAmt |
| EOY | $4,713,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,058 | BOYAmt |
| EOY | $102,503 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,713,969 | BOYAmt |
| EOY | $4,728,226 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,371 | BOYAmt |
| EOY | $103,428 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,883,398 | BOYAmt |
| EOY | $4,934,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,910,769 | BOYAmt |
| EOY | $9,647,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$138,254 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $189,013 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $569,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $574,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $819,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,451,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,060,965 | CurrentTaxYearAmt |
| Total | $4,476,380 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $569,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $574,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $819,436 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,451,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,060,965 | CurrentTaxYearAmt |
| Total | $4,476,380 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,727,913 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,748,467 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $117,343 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,437 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,657 | CurrentTaxYearAmt |
| Total | $472,712 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $4,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,953,380 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,764,591 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 43 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 4 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,006,944 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $449,514 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $541,979 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $381,987 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $4,550,803 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $11,659 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $557,584 | BeginningYearBalanceAmt |
| Contributions | $162,199 | ContributionsAmt |
| Investment Earnings Or Losses | $32,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,531 | OtherExpendituresAmt |
| Administrative Expenses | $2,738 | AdministrativeExpensesAmt |
| End Year Balance | $498,189 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $290,663 | BeginningYearBalanceAmt |
| Contributions | $280,687 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,179 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,064 | OtherExpendituresAmt |
| Administrative Expenses | $1,523 | AdministrativeExpensesAmt |
| End Year Balance | $557,584 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,906 | BeginningYearBalanceAmt |
| Contributions | $127,033 | ContributionsAmt |
| Investment Earnings Or Losses | $8,487 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $763 | AdministrativeExpensesAmt |
| End Year Balance | $290,663 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,158 | BeginningYearBalanceAmt |
| Contributions | $111,896 | ContributionsAmt |
| Investment Earnings Or Losses | $16,298 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $446 | AdministrativeExpensesAmt |
| End Year Balance | $155,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,269 | BeginningYearBalanceAmt |
| Contributions | $11,425 | ContributionsAmt |
| Investment Earnings Or Losses | $1,584 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $120 | AdministrativeExpensesAmt |
| End Year Balance | $28,158 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11840 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION RECEIVES, INVESTS AND DISTRIBUTES ASSETS UNDER CERTAIN AGENCY AND INTERMEDIARY ARRANGEMENTS. THE FOUNDATION IS THE CUSTODIAN OF THE FUNDS, BUT ALL RIGHTS OF OWNERSHIP REMAIN WITH THE AGENCIES. DURING THE YEAR, THE AGENCY FUNDS INCREASED BY $677,617 AS A RESULT OF $1,038,895 IN CONTRIBUTIONS, $625,515 OF DISTRIBUTIONS AND EXPENDITURES AND NET GAIN OF $264,237 FROM INVESTMENT INCOME, REALIZED GAINS ON THE SALE OF INVESTMENTS AND UNREALIZED LOSSES IN THE FAIR MARKET VALUE OF INVESTMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAX REGULATIONS SECTION 23701(D) IN ACCORDANCE WITH ITS DETERMINATION LETTER DATED MARCH 6, 2008. THE FOUNDATION IS ALSO CONSIDERED A PUBLICLY SUPPORTED CHARITY AS DESCRIBED IN SECTION(S) 509(A)(1) AND 170(B)(1)(A)(VI). ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Purpose Of Grant | SCHOOL IN GUATEMALA | PurposeOfGrantTxt |
| Cash Grant | $6,650 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $436,526 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $27,000 | CashPrizesOtherGamingAmt |
| Non Cash Prizes Other Gaming | $22,318 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $17,691 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.65000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $436,526 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $27,000 | CashPrizesTotalGamingAmt |
| Non Cash Prizes Total Gaming | $22,318 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $17,691 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $67,009 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $369,517 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | DONNA SHAW | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 HERNDON PLACE SUITE B | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | LINDA J PHILIPP | GamingManagerPersonNm |
| Gaming Manager Services Prov | GENERAL OVERSIGHT | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | Yes (1) | CharitableDistributionRqrInd |
| Distributed | $377,010 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, LINE 17B: | FormAndLineReferenceDesc |
| Explanation | CALIFORNIA REQUIRES 90% OF THE GAMING PROCEEDS BE DISTRIBUTED. TOTAL DISTRIBUTIONS FOR 2016: $377,560 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALPHA PSI FOUNDATION | |||||||
| PO BOX 4092 | STOCKTON | CA | 95204 | 651316835 | 501(C)(3) | $15,055 | GENERAL SUPPORT |
| ANIMAL PROTECTION LEAGUE | |||||||
| PO BOX 691912 | STOCKTON | CA | 95269 | 680193683 | 501(C)(3) | $5,580 | GENERAL SUPPORT |
| BIG VALLEY WATER POLO ACADEMY | |||||||
| 3603 MILL SPRINGS DRIVE | STOCKTON | CA | 95219 | 263473161 | 501(C)(3) | $10,800 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF TRACY | |||||||
| 753 W LOWELL AVE | TRACY | CA | 95376 | 680028682 | 501(C)(3) | $13,755 | GENERAL SUPPORT |
| CDA CARES | |||||||
| 1201 K STREET SUITE 1511 | SACRAMENTO | CA | 95814 | 680411536 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| CENTRAL VALLEY YOUTH SYMPHONY ASSOCIATION | |||||||
| PO BOX 690276 | STOCKTON | CA | 95201 | 680392876 | 501(C)(3) | $5,555 | GENERAL SUPPORT |
| CHILD ABUSE PREVENTION COUNCIL | |||||||
| PO BOX 1257 | STOCKTON | CA | 95201 | 942497046 | 501(C)(3) | $17,245 | GENERAL SUPPORT |
| CHILDREN'S HOME OF STOCKTON | |||||||
| 430 N PILGRIM STREET | STOCKTON | CA | 95205 | 940382320 | 501(C)(3) | $9,045 | GENERAL SUPPORT |
| CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND | |||||||
| 747 52ND STREET | OAKLAND | CA | 94609 | 940382330 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| CHILDREN'S MUSEUM | |||||||
| 402 W WEBER AVE | STOCKTON | CA | 95203 | 680224599 | 501(C)(3) | $5,505 | GENERAL SUPPORT |
| CITY OF STOCKTON | |||||||
| 425 N EL DORADO STREET CITY HALL | STOCKTON | CA | 95202 | 946000436 | 501(C)(3) | $21,800 | GENERAL SUPPORT |
| DAMERON HOSPITAL FOUNDATION | |||||||
| 525 W ACACIA ST | STOCKTON | CA | 95203 | 942811364 | 501(C)(3) | $13,913 | GENERAL SUPPORT |
| DELTA HUMANE SOCIETY | |||||||
| 4590 S HIGHWAY 99 | STOCKTON | CA | 95215 | 941643496 | 501(C)(3) | $8,955 | GENERAL SUPPORT |
| DISABLED AMERICAN VETERANS CHARITIES | |||||||
| 10100 TRINITY PARKWAY SUITE 310 | STOCKTON | CA | 95219 | 310263158 | 501(C)(3) | $11,385 | GENERAL SUPPORT |
| EMERGENCY FOOD BANK | |||||||
| 7 W SCOTTS AVE | STOCKTON | CA | 95203 | 680002165 | 501(C)(3) | $15,295 | GENERAL SUPPORT |
| FIRST TEE OF SAN JOAQUIN | |||||||
| PO BOX 77919 | STOCKTON | CA | 95267 | 680460495 | 501(C)(3) | $11,565 | GENERAL SUPPORT |
| GOODWILL INDUSTRIES OF SJV | |||||||
| 129 S GRANT ST | STOCKTON | CA | 95202 | 941366601 | 501(C)(3) | $23,205 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY | |||||||
| 4933 W LANE | STOCKTON | CA | 95212 | 680293903 | 501(C)(3) | $7,855 | GENERAL SUPPORT |
| HAVEN OF PEACE | |||||||
| PO BOX 724 | STOCKTON | CA | 95201 | 941505847 | 501(C)(3) | $9,585 | GENERAL SUPPORT |
| HEARTS OF HARVEST FOUNDATION | |||||||
| 793 SOUTH TRACY BLVD 149 | TRACY | CA | 95376 | 680527439 | 501(C)(3) | $8,240 | GENERAL SUPPORT |
| HOSPICE OF SAN JOAQUIN | |||||||
| 3888 PACIFIC AVE | STOCKTON | CA | 95204 | 942777980 | 501(C)(3) | $12,695 | GENERAL SUPPORT |
| LODI COMMUNITY FOUNDATION | |||||||
| PO BOX 2278 | LODI | CA | 95241 | 942891517 | 501(C)(3) | $14,000 | GENERAL SUPPORT |
| LOEL FOUNDATION | |||||||
| 105 S WASHINGTON ST | LODI | CA | 95240 | 942412399 | 501(C)(3) | $5,250 | GENERAL SUPPORT |
| LOEL SENIOR CENTER | |||||||
| 105 SOUTH WASHINGTON STREET | LODI | CA | 95240 | 942412399 | 501(C)(3) | $10,175 | GENERAL SUPPORT |
| MAKE-A-WISH FOUNDATION | |||||||
| 2800 CLUB CENTER DRIVE | SACRAMENTO | CA | 95835 | 860481941 | 501(C)(3) | $20,035 | GENERAL SUPPORT |
| MARY GRAHAM CHILDREN'S SHELTER FOUNDATION | |||||||
| PO BOX 96 | FRENCH CAMP | CA | 95231 | 943377000 | 501(C)(3) | $17,155 | GENERAL SUPPORT |
| MC HENRY HOUSE FOR THE HOMELESS | |||||||
| 757 A STREET | TRACY | CA | 95376 | 680123612 | 501(C)(3) | $10,565 | GENERAL SUPPORT |
| PIXIE WOODS INC | |||||||
| 641S HAM LANE | LODI | CA | 95242 | 942711785 | 501(C)(3) | $8,055 | GENERAL SUPPORT |
| SAHAITA | |||||||
| 3781 MONTE SERENO TERRACE | FREMONT | CA | 94539 | 421659410 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| SALVATION ARMY HOPE HARBOR | |||||||
| PO BOX 1388 | LODI | CA | 95241 | 941156347 | 501(C)(3) | $6,739 | GENERAL SUPPORT |
| SCOTTISH RITE CHILDHOOD LANGUAGE DISORDERS | |||||||
| PO BOX 4236 | STOCKTON | CA | 95204 | 940902815 | 501(C)(3) | $6,225 | GENERAL SUPPORT |
| SJCOEE FOUNDATION | |||||||
| PO BOX 213030 | STOCKTON | CA | 95213 | 680342748 | 501(C)(3) | $8,200 | GENERAL SUPPORT |
| ST JOSEPH'S FOUNDATION OF SAN JOAQUIN | |||||||
| 1800 N CALIFORNIA STREET | STOCKTON | CA | 95204 | 510432777 | 501(C)(3) | $43,450 | GENERAL SUPPORT |
| ST MARY'S DINING ROOM | |||||||
| 545 W SONORA ST | STOCKTON | CA | 95203 | 942687280 | 501(C)(3) | $63,640 | GENERAL SUPPORT |
| STOCKTON POLICE FOUNDATION | |||||||
| 22 E MARKET ST | STOCKTON | CA | 95202 | 461463274 | 501(C)(3) | $40,950 | GENERAL SUPPORT |
| STOCKTON SHELTER FOR THE HOMELESS | |||||||
| PO BOX 4803 | STOCKTON | CA | 95204 | 680095693 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| TIGER AQUATICS BOOSTERS CLUB | |||||||
| PO BOX 4667 | STOCKTON | CA | 95204 | 680165522 | 501(C)(3) | $25,275 | GENERAL SUPPORT |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | 946090626 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| UNITED WAY OF SAN JOAQUIN COUNTY | |||||||
| PO BOX 1585 | STOCKTON | CA | 95201 | 941279805 | 501(C)(3) | $5,535 | GENERAL SUPPORT |
| UOP | |||||||
| 3601 PACIFIC AVE | STOCKTON | CA | 95211 | 941156266 | 501(C)(3) | $36,500 | GENERAL SUPPORT |
| VILLAGE HOPECORE INTERNATIONAL | |||||||
| 10100 TRINITY PARKWAY SUITE 310 | STOCKTON | CA | 95219 | 953841347 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| YMCA OF SAN JOAQUIN COUNTY | |||||||
| 2105 W MARCH LANE SUITE 1 | STOCKTON | CA | 95207 | 941156319 | 501(C)(3) | $36,785 | GENERAL SUPPORT |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | 943213100 | 501(C)(3) | $250,755 | GENERAL SUPPORT |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | RAFFLE PRIZES | 14 | $22,318 | FMV |
| Yes (X) | ADV. & PRINT | 1 | $7,024 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CEO AND CONTROLLER RECEIVE A DRAFT OF THE 990 FOR REVIEW. ONCE THEIR COMMENTS AND CHANGES HAVE BEEN ADDRESSED, A REVISED DRAFT OF THE 990 IS FORWARDED TO ALL BOARD MEMBERS, VIA EMAIL, FOR THEIR REVIEW AND COMMENT. THE FINAL VERSION OF THE 990 IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE ORGANIZATION'S GOVERNING BOARD AND ALL KEY EMPLOYEES ARE OBLIGATED TO DISCLOSE AND ELIMINATE (IF NECESSARY) ANY POTENTIAL OR ACTUAL DUALITY OF INTEREST OR CONFLICT OF INTEREST BY SIGNING A POLICY UPON JOINING THE BOARD OR UPON THEIR DATE OF HIRE. EACH POLICY IS UPDATED AT AN ANNUAL BOARD MEETING OR ON THE EMPLOYEE'S ANNIVERSARY DATE. IN THE CASE OF SUCH CONFLICTS OR THE APPEARANCE OF A CONFLICT, THE INDIVIDUAL CONCERNED IS EXPECTED TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY DECISIONS. ONCE DISCLOSURE HAS BEEN MADE, REMAINING BOARD OR COMMITTEE/TASK FORCE MEMBERS WILL DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IF SO, THE MEMBER INVOLVED SHALL ABSTAIN FROM VOTING AND SHALL NOT PARTICIPATE IN THE DISCUSSION OF THE BUSINESS ITEM OTHER THAN TO ANSWER SPECIFIC QUESTIONS THAT MAY BE RAISED BY OTHER MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION DECISIONS TAKE INTO ACCOUNT THE ORGANIZATION'S POLICIES, TERMS OF THE CHIEF EXECUTIVE'S CONTRACT, MARKET BASED BENCHMARKING DATA, SPECIFIC PERFORMANCE METRICS, AND THE OUTCOMES OF THE ANNUAL EVALUATION. THE CEO COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND RATIFIED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SAN JOAQUIN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6735 HERNDON PLACE SUITE B | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261476916 | EIN |
| Primary Activities | HOLDING DONATED REAL ESTATE/PROPERTY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $3,104 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF SAN JOAQUIN INC | BusinessNameLine1Txt |
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