2016-11-07T11:29:37-06:00 2015-12-31 942847272 Delucchi Hawn LLP 333 W Santa Clara St Ste 750 San Jose CA 951131716 990 2015-01-01 830400149 The Catholic Community Foundation of Santa Clara County CATH 4089955219 777 North First Street No 490 San Jose CA 95112 Ronald G Pelzel Board Chair 4089955219 2016-10-26 1 Peter J Malutta P00445699 4082862200 2016-10-26 2015 2017-02-10 21:41:12Z Ronald G Pelzel 777 North First Street No 490 San Jose CA 95112 15083938 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 6 13 0 -556 2814517 2830448 0 0 1621234 490071 1502 -27223 4437253 3293296 1252678 1380007 0 0 485252 611795 0 0 344511 350205 417627 2088135 2409429 2349118 883867 44650411 42714779 9091347 8578329 35559064 34136450 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 901349 817503 For the Support of Diocesan Program & Departments of the Diocese of San Jose 262502 238083 Support of Catholic Ministries in Santa Clara County, California 139948 126929 Support of Donor advised funds for the benefit of designated Charitable Organization 73945 67067 Upkeep and preservation of the Cathedral Basilica of St. Joseph 143801 130425 Others 217746 197492 1521545 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 6 1 0 0 0 0 0 1 1 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 Gerry Ferrari Board member 1.00 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 BOARD MEMBER 1.00 X 0 0 0 TOM CROTTY BOARD MEMBER 1.00 X 0 0 0 Felipe Luna 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 RONALD G PELZEL PRESIDENT 1.00 X 0 0 0 Thomas Hogan Secretary 1.00 X 0 0 0 Patrick Waite Treasurer 1.00 X 0 0 0 MARY QUILICI AUMACK EXECUTIVE DIRECTOR 40.00 X 216256 0 11543 216256 0 11543 1 0 1 0 0 405903 2424545 650168 2830448 535895 535895 11646399 11692223 -45824 -45824 -45824 64350 405903 98419 -34069 -34069 OTHER MISCELLANEOUS REVENUE 900099 6846 6846 6846 3293296 496917 0 -34069 1380007 1380007 239262 35889 83742 119631 286730 48766 110046 127918 52671 7865 22424 22382 33132 5341 12092 15699 804 804 33725 33725 187883 28182 159701 15012 2252 7756 5004 29009 4351 14989 9669 9246 9246 12572 1886 6495 4191 9796 1499 4663 3634 TELECOMMUNICATION 42623 869 32508 9246 PRINTING AND REPRODUCTI 34134 2920 6618 24596 FINANCIAL AND ADMINISTR 27814 273 26935 606 MISCELLANEOUS 9117 574 8543 5892 871 3086 1935 2409429 1521545 543373 344511 759137 507606 695918 1630029 571373 379520 43665 590 102292 90925 23939 11367 31121925 34069713 11378082 6057998 56372 57956 44650411 42714779 84630 102599 9006717 8475730 9091347 8578329 X 28243974 25905032 820479 124297 6494611 8107121 35559064 34136450 44650411 42714779 883867 -2306481 0 X 0 1 X 1 0 X 1544035 602070 1452702 2814517 2424245 8837569 1544035 602070 1452702 2814517 2424245 8837569 8837569 977617 948697 931466 694299 535895 4087974 12925543 0.68370 0.63450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16 1 318688 95000 143928 2584511 86405 1 1 24606714 615292 -1753018 617221 22851767 25254805 31655 22690 933439 24606714 23032978 121193 2930560 829926 25254805 21029662 726833 2072814 796331 23032978 21006287 770494 17605 764725 21029661 0.70270 0.29720 0.00010 0 0 102292 90925 11367 11367 SECURITIES 6057998 F 6057998 Beneficial interest payable 120159 BENEFICIAL ENDOWMENT 8269166 Agency Funds 86405 8475730 X 798932 -2306481 -2306481 3105413 187883 187883 3293296 2221546 0 2221546 187883 187883 2409429 Part X, Line 2: THE FOUNDATION HAS RECEIVED VARIOUS PERMANENTLY RESTRICTED GIFTS THAT REQUIRE THE FOUNDATION TO RETAIN THE CORPUS AND SPEND THE INCOME IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY. IN ADDITION, THE FOUNDATION HAS FUNDED BOARD DESIGNATED ENDOWMENTS THAT WILL FOLLOW THE SAME POLICIES. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, INVESTMENTs IN Hedge Funds TO ACHIEVE CONSISTENT POSITIVE RETURNS WITH REDUCED RISK 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 X X X X Gala 470253 405903 64350 66488 31931 470253 405903 64350 66488 31931 98419 -34069 1 DIOCESE OF SAN JOSE 1150 N 1ST STREET SUITE 100 SAN JOSE CA 95112 942734503 501(C)(3) 1129570 GENERAL FINANCIAL SUPPORT Catholic Charities 2625 Zanker Road SaN JOSE CA 95134 942762269 501(C)(3) 133125 GENERAL FINANCIAL SUPPORT American Slovenian Education Foundation 58 Pearce Mitchell Place Stanford CA 94305 300848707 501(C)(3) 55779 GENERAL FINANCIAL SUPPORT Hope Services 30 Las Colinas Lane San JOSE CA 95119 941399287 501(C)(3) 10000 GENERAL FINANCIAL SUPPORT Cristo Rey San Jose High School 1390 5 Wounds Ln San JOSE CA 95116 462594689 501(C)(3) 5000 GENERAL FINANCIAL SUPPORT Momentum for Mental Health 438 N White Rd sAN JOSE CA 95127 941496052 501(C)(3) 5000 GENERAL FINANCIAL SUPPORT People Acting in Community Together 1100 Shasta Ave San JOSE CA 95126 770090129 501(C)(3) 5000 GENERAL FINANCIAL SUPPORT Presentation HIgh School 2281 Plummer Ave San JOSE CA 95125 941562816 501(C)(3) 5000 GENERAL FINANCIAL SUPPORT 1 X X X X 0 0 0 0 0 0 0 0 0 MARY QUILICI AUMACK EXECUTIVE DIRECTOR 199992 0 16264 0 0 0 0 0 11543 0 227799 0 0 0 Part I, Line 3 THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. X 8 650168 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 11 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.