2016-10-25T17:54:52-05:00 2015-12-31 941585562 PISENTI & BRINKER LLP 3562 ROUND BARN CIRCLE SUITE 300 SANTA ROSA CA 954030920 990 2015-09-14 475084832 REDWOOD CREDIT UNION COMMUNITY FUND INC REDW 7075765142 3033 CLEVELAND AVENUE NO 100 SANTA ROSA CA 95403 CYNTHIA NEGRI PRESIDENT 7075765142 2016-10-20 1 BRETT BRADFORD P01962060 7075423343 2015 2017-02-10 21:41:12Z X CYNTHIA NEGRI 3033 CLEVELAND AVENUE NO 100 SANTA ROSA CA 95403 2486390 0 X N/A X 2015 CA REDWOOD CREDIT UNION COMMUNITY FOUNDATION, INC. WILL HELP TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. OUR APPROACH IS TO BE RESPECTFUL AND INTENTIONAL IN OUR GIVING. WE EXIST TO MEET THE NEEDS OF OTHERS. BY LEVERAGING OUR SIZE AND REPUTATION AS A COMMUNITY-FOCUSED ORGANIZATION, WE WILL TARGET OUR EFFORTS FOR A GREATER TOTAL COLLECTIVE IMPACT FOR OUR COMMUNITIES. THE COMMUNITY FUND WILL FOCUS ITS ACTIVITIES ON OVERALL WELLNESS TO INCLUDE BUT NOT LIMITED TO: FINANCIAL WELLNESS AND LITERACY, INDIVIDUAL AND/OR ORGANIZATIONAL WELLNESS AND SAFETY FOR THOSE IN NEED OR CRISIS. 5 5 0 5 0 0 2486390 0 0 0 2486390 782130 0 0 0 0 83987 866117 1620273 1620273 0 1620273 X REDWOOD CREDIT UNION COMMUNITY FUND, INC. WILL HELP TO MAKE A MEANINGFUL IMPACT IN ADVANCING THE WELL-BEING OF OUR COMMUNITIES. OUR APPROACH IS TO BE RESPECTFUL AND INTENTIONAL IN OUR GIVING. WE EXIST TO MEET THE NEEDS OF OTHERS. BY LEVERAGING OUR SIZE AND REPUTATION AS A COMMUNITY-FOCUSED ORGANIZATION, WE WILL TARGET OUR EFFORTS FOR A GREATER TOTAL COLLECTIVE IMPACT FOR OUR COMMUNITIES. THE COMMUNITY FUND WILL FOCUS ITS ACTIVITIES ON OVERALL WELLNESS TO INCLUDE BUT NOT LIMITED TO: FINANCIAL WELLNESS AND LITERACY, INDIVIDUAL AND/OR ORGANIZATIONAL WELLNESS AND SAFETY FOR THOSE IN NEED OR CRISIS. 0 0 804851 782130 2428220 DISASTER RELIEF FOR LAKE COUNTY FIRE VICTIMS ACCEPTED VIA DIRECT DONATIONS. 58170 0 58170 GRANT SUPPORT TO LOCAL AGENCIES CONDUCTING PROGRAMS FOR FINANCIAL LITERACY. 863021 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X KATHLEEN PARNELL 7075765142 3033 CLEVELAND AVE STE 100 SANTA ROSA CA 95403 X CYNTHIA NEGRI PRESIDENT 1.00 X X 0 0 0 ANDY RAMOS VICE PRESIDENT 1.00 X X 0 0 0 CHRISTINA COOK TREASURER 1.00 X X 0 0 0 MEG CADIZ SECRETARY 1.00 X X 0 0 0 LEE ALDERMAN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2486390 2486390 2486390 0 0 0 673415 673415 108715 108715 1601 1601 645 645 EVENT EXPENSE 58170 58170 MERCHANT FEES 22721 22721 MISCELLANEOUS 850 850 866117 863021 3096 0 0 1620273 0 1620273 0 0 X 1620273 0 1620273 0 1620273 1620273 0 X X 0 1 X 1 0 X 2486390 2486390 2486390 2486390 2486390 2486390 X PART II, SHORT YEAR EXPLANATION: THE 2015 YEAR IS A SHORT YEAR FROM THE PERIOD OF FORMATION (SEPTEMBER 14, 2015) TO DECEMBER 31, 2015. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2526070 39680 39680 2486390 0 2486390 905797 39680 39680 866117 0 866117 PART X, LINE 2: EXPLANATION FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 THE FUND IS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAX BOARD CODE SECTION 23701(D). HOWEVER, THE FUND IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION, COMMONLY REFERRED TO AS UNRELATED BUSINESS INCOME. THE FUND HAS NO UNRELATED BUSINESS INCOME. CONTRIBUTIONS TO THE FUND ARE TAX DEDUCTIBLE TO DONORS UNDER SECTION 170 OF THE INTERNAL REVENUE CODE. THE FUND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE FUND DETERMINES WHETHER ITS TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY BASED ON THE TECHNICAL MERITS OF THE POSITIONS. AS OF DECEMBER 31, 2015, THE FUND HAS REVIEWED ITS TAX POSITIONS AND HAS CONCLUDED NO RESERVE FOR UNCERTAIN TAX POSITIONS IS NECESSARY. 1 NORTH COAST OPPORTUNITIES 4130 N STATE STREET UKIAH CA 95482 941671958 501(C)(3) 609200 RELIEF FUNDING FOR VICTIMS OF LAKE COUNTY FIRES. SOUTH LAKE COUNTY FIRE DISTRICT 21095 STATE HWY 175 MIDDLETOWN CA 95461 15865 FUNDING FOR SWIFT WATER RESCUE NEEDS EXPECTED SUBSEQUENT TO THE FIRE. LAKE COUNTY FARM BUREAU 65 SODA BAY ROAD LAKEPORT CA 95453 940615042 501(C)(5) 11000 FUNDING FOR VICTIMS OF LAKE COUNTY FIRE: ANIMAL SECURITY, I.E. FENCING. MIDDLETOWN AREA MERCHANTS ASSOC 15642 ARMSTRONG ST MIDDLETOWN CA 95461 640006914 10000 FUNDING FOR CHRISTMAS IN MIDDLETOWN EVENT FOR SUPPORT OF BUSINESSES DURING THE HOLIDAYS. HIGHLAND SENIOR CENTER 3245 BOWERS AVE CLEARLAKE CA 95422 680010987 501(C)(3) 7500 FUNDING FOR HOLIDAY PROGRAMS FOR VICTIMS OF LAKE COUNTY FIRE. TOTES 4 TEENS 15399 CENTRAL PARK ROAD MIDDLETOWN CA 95461 352534764 501(C)(3) 6750 FUNDING FOR FOSTER YOUTH OF LAKE COUNTY/HOLIDAY PROGRAM. ADDITIONAL GRANTS TO ORGANIZATIONS UNDER 5000 THRESHOLD - DETAIL ON FILE 3033 CLEVELAND AVENUE SUITE 100 SANTA ROSA CA 95406 13100 ALL ADDITIONAL GRANTS GIVEN UNDER THRESHHOLD FOR MISCELLANOUS REASONS 5 1 DISASTER RELIEF FOR LAKE COUNTY FIRE VICTIMS 108715 FMV GROCERY STORE GIFT CARDS, TURKEYS, VARIOUS FOOD ITEMS FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT, TREASURER, AND SECRETARY OF THE ORGANIZATION REVIEW THE FORM 990 IN DETAIL. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY THAT ALSO CONTAINS AN AFFIRMATION THAT THEY HAVE READ AND UNDERSTOOD THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY THAT ALSO CONTAINS AN AFFIRMATION THAT THEY HAVE READ AND UNDERSTOOD THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE PROVIDES FINANCIAL OVERSIGHT AND HANDLES THE SELECTION OF THE INDEPENDENT AUDITOR. THERE HAVE BEEN NO CHANGES TO THE SELECTION AND OVERSIGHT PROCESS DURING THE CURRENT YEAR. REDWOOD CREDIT UNION 3033 CLEVELAND AVE STE 100 SANTA ROSA CA 95403 941244186 BANKING/CREDIT UNION CA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0