2016-07-22T18:45:27-05:00 2015-12-31 943108253 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 941207833 990 2015-01-01 770312582 COMMUNITY FOUNDATION FOR SAN BENITO COUNTY COMM 8316301924 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 GARY BYRNE PRESIDENT/CEO 8316301924 2016-07-22 1 LANCE SMITH P00696626 4153568000 2015 2016-12-15 16:53:06Z GARY BYRNE 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 3935233 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 16 16 8 35 0 0 1852925 3640441 47228 27231 194840 205564 26596 30933 2121589 3904169 1328159 1377573 0 0 225862 256103 0 0 32880 350895 404831 1904916 2038507 216673 1865662 8583620 9429064 229543 374045 8354077 9055019 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 1619083 1377573 27231 PROVIDED GRANT ASSISTANCE TO VARIOUS EDUCATIONAL, YOUTH, SENIOR, AND COMMUNITY SERVICES 119215 PROVIDED NON-PROFIT CAPACITY BUILDING INCLUDING EDUCATION, WORKSHOPS, CONFERENCES, AND BOARD DEVELOPMENT 1738298 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 37 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 16 16 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 110160 0 0 110160 0 0 1 0 0 0 0 33000 3607441 317997 3640441 OTHER 900099 27231 27231 27231 164826 164826 40738 0 40738 40738 40738 61997 33000 31064 30933 30933 3904169 27231 0 236497 1374786 1374786 2787 2787 110160 44064 44064 22032 95275 71456 23819 28539 17694 8562 2283 22129 13720 6639 1770 9883 9883 24017 24017 20931 20931 37214 37214 5895 5895 45600 22800 22800 8250 8250 3399 3399 2418 2418 NON-PROFIT CAPACITY BUI 119215 119215 PROGRAM SERVICES 52833 52833 NEWSLETTER AND OTHER MA 13496 13496 EQUIPMENT RENTAL & MAIN 13266 13266 48414 5447 36172 6795 2038507 1738298 267329 32880 1317692 1570660 816402 16469 0 14 23793 22118 5074 1675 6444452 7840246 8583620 9429064 13787 325 23799 40000 191957 333720 229543 374045 X 3764272 4451490 1158730 954299 3431075 3649230 8354077 9055019 8583620 9429064 X 1865662 -193175 -971545 X X 0 1 X 1 0 X 492066 1526982 2137376 1852925 3640441 9649790 492066 1526982 2137376 1852925 3640441 9649790 5662537 3987253 127056 152519 513283 194840 164826 1152524 3761 33809 45475 26596 30993 140634 10942948 147708 0.36440 0.39900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99 1778961 850644 6016864 1 1 0 4888624 781624 -37633 85260 37764 93850 5415741 3939779 810929 277474 38894 15074 85590 4888624 3239185 156824 633119 31526 4962 52861 3939779 2773042 210718 352882 33126 20623 43708 3239185 2682170 214149 -9572 70502 2787 40416 2773042 0.03000 0.97000 0 0 23793 22118 1675 1675 VANGUARD PORTFOLIO 7008550 F SILICON VALLEY FUND 128107 F RSF SOCIAL FINANCE 703589 F 7840246 FUNDS HELD FOR OTHERS 333720 333720 X 2704991 -193175 -193175 2898166 1006003 1006003 3904169 2004049 16201 16201 1987848 50659 50659 2038507 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: ACCRUAL TO CASH - CY PLEDGE AND ACCOUNT RECEIVABLES 799,919. FUNDS HELD FOR OTHERS COSTS ACCRUAL TO CASH 206,084. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACCRUAL TO CASH - PY GRANTS PAYABLE 16,201. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDS HELD FOR OTHERS COSTS ACCRUAL TO CASH 50,659. KELLY FREITAS EVENT 41765 33000 8765 13483 12 DAYS OF GIVING EVENT 20000 20000 30 4 33232 33232 10392 7159 94997 33000 61997 10392 20672 31064 30933 1 AMERICAN GRASSFED ASSOCIATION 469 S CHERRY ST 220 DENVER CO 80246 680555069 501(C)(6) 5000 GENERAL SUPPORT BALER BACKERS ATHLETIC ORGANIZATION 1220 MONTEREY ST HOLLISTER CA 95023 262548012 501(C)(3) 7500 GENERAL SUPPORT BALLE BUISNESS ALLIANCE FOR LOCAL LIVING ECONOMIES 2323 BROADWAY OAKLAND CA 94612 201544255 501(C)(3) 100000 FELLOWS PROGRAM BENITOLINK 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 770312582 501(C)(3) 32500 GENERAL SUPPORT BULLDOG BOXING 1962 SCENIC CIRCLE HOLLISTER CA 95023 8000 BULLDOG BOXING YOUTH PROGRAM FIBERSHED PO BOX 221 SAN GERONIMO CA 94963 453055196 501(C)(3) 10000 GENERAL SUPPORT CASA OF SAN BENITO COUNTY 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 770398079 501(C)(3) 31000 RECRUITING AND TRAINING VOLUNTEER ADVOCATES FOR FOSTER CHILDREN FRIENDS OF THE SAN BENITO COUNTY FREE LIBRARY 470 5TH STREET HOLLISTER CA 95023 770129427 501(C)(3) 20025 BOARD DIRECTED GRANT-REQUESTED PROJECT CHAMBERLAIN'S CHILDREN CENTER PO BOX 1269 HOLLISTER CA 95024 942357401 501(C)(3) 21700 EXPAND SERVICES GREATER KANSAS CITY COMMUNITY FOUNDATION 1055 BROADWAY STE 130 KANSAS CITY MO 64105 431152398 501(C)(3) 10000 GENERAL SUPPORT COMMUNITY ALLIANCE WITH FAMILY FARMERS CAFF PO BOX 363 DAVIS CA 95617 942914745 501(C)(3) 10000 POLICY WORK IN FARMING COMMUNITY FOOD BANK 1133 SAN FELIPE RD HOLLISTER CA 95023 770306871 501(C)(3) 91056 GENERAL SUPPORT COMMUNITY SOLUTIONS FOR CHILDREN FAMILIES AND INDIVIDUALS 310 FOURTH STREET 105 HOLLISTER CA 95023 237351215 501(C)(3) 25000 GENERAL SUPPORT HAZEL HAWKINS HOSPITAL FOUNDATION 911 SUNSET DRIVE HOLLISTER CA 95023 942497062 501(C)(3) 12031 CHRONIC DISEASE MANAGEMENT PLAN OCCIDENTAL ARTS AND ECOLOGY CENTER 15290 COLEMAN ROAD OCCIDENTAL CA 95465 680359676 501(C)(3) 50000 GENERAL SUPPORT EMMAUS HOUSE 829 SAN BENITO STREET SUITE 300 HOLLISTER CA 95023 770407292 501(C)(3) 40000 GENERAL SUPPORT GAVILAN COLLEGE EDUCATIONAL FOUNDATION 5055 SAN TERESA BLVD GILROY CA 95020 770376063 5000 GENERAL SUPPORT GIRLS INCORPORATED OF THE CENTRAL COAST 318 CAYUGA STREET SUITE 209 SALINAS CA 93901 205040398 501(C)(3) 22500 GENERAL SUPPORT PINNACLES PARTNERSHIP PO BOX 2080 HOLLISTER CA 95024 760849623 501(C)(3) 9180 BOARD DIRECTED GRANT-REQUESTED PROJECT HOLISTIC MANAGEMENT INTERNATIONAL 5941 JEFFERSON ST NE SUITE B ALBUQUERQUE NM 87109 850324203 501(C)(3) 51000 GENERAL SUPPORT HOLLISTER DOWNTOWN ASSOCIATION 455 SAN BENITO ST SUITE 21 HOLLISTER CA 95023 770168743 501(C)(6) 15669 EVENTS COORDINATOR POINT REYES BIRD OBSERVATORY DBA POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE 11 PETALUMA CA 94954 941594250 501(C)(3) 10000 GENERAL SUPPORT HOLLISTER YOUTH ALLIANCE PO BOX 1291 HOLLISTER CA 95024 770377245 501(C)(3) 26500 YOUTH PROGRAMS HOMELESS COALITION OF SAN BENITO COUNTY PO BOX 2710 HOLLISTER CA 95024 204940771 501(C)(3) 22071 GENERAL SUPPORT I HAVE A DREAM FOUNDATION PO BOX 8 PACINES CA 95043 954089758 501(C)(3) 50000 GENERAL SUPPORT ROTARY CLUB OF HOLLISTER PO BOX 86 HOLLISTER CA 95024 940557938 501(C)(3) 5198 SCHOLARSHIP ROTARY CLUB OF SAN JUAN BAUTISTA PO BOX 823 SAN JUAN BAUTISTA CA 95045 412042388 501(C)(3) 15000 BOARD DIRECTED GRANT-REQUESTED PROJECT SAN BENITO COUNTY POLICE ACTIVITIES LEAGUE 2690 CIENEGA RD HOLLISTER CA 95023 272314267 501(C)(3) 8560 BOARD DIRECTED GRANT-REQUESTED PROJECT LOAVES AND FISHES FAMILY KITCHEN 680 COLLEGE ST HOLLISTER CA 95023 770370874 501(C)(3) 15750 GENERAL SUPPORT MOUNTAIN BIZ WORKS 153 S LEXINGTON AVE ASHEVILLE NC 28801 561733266 501(C)(3) 50000 ACCELERATE APPALACHIA PROGRAM OREGON STATE UNIVERSITY FOUNDATION 850 SW 35TH ST CORVALLIS OR 97333 936022772 25000 GENERAL SUPPORT SAVORY INSTITUTE ORG INC 637 S BROADWAY ST B STE 124 BOULDER CO 80305 454134319 501(C)(3) 10000 GENERAL SUPPORT SCHUMACHER CENTER FOR A NEW ECONOMICS 140 JUG END ROAD GREAT BARRINGTON MA 01230 461421645 501(C)(3) 20000 GENERAL SUPPORT SACRED HEART PARISH SCHOOL 670 COLLEGE STREET HOLLISTER CA 95023 943121808 501(C)(3) 27000 GENERAL SUPPORT THE SALVATION ARMY HOLLISTER CORPS 910 BUENA VISTA ROAD HOLLISTER CA 95023 132923701 501(C)(3) 9600 GENERAL SUPPORT SAN BENITO COUNTY ARTS COUNCIL PO BOX 692 HOLLISTER CA 95024 571241278 501(C)(3) 15000 EDUCATION IN CLASSROOMS GENERAL SUPPORT STEP FORWARD FOUNDATION PO BOX 731 CUPERTINO CA 95015 208172439 501(C)(3) 10000 GENERAL SUPPORT SUN STREET CENTERS 11 PEACH DRIVE SALINAS CA 93901 946138701 501(C)(3) 5000 BOARD DIRECTED GRANT-REQUESTED PROJECT SUSTAINABLE ECONOMIES LAW CENTER 2323 BROADWAY OAKLAND CA 94612 462210531 501(C)(3) 35000 GENERAL SUPPORT SAN BENITO OLIVE FESTIVAL 615-B SAN BENITO STREET HOLLISTER CA 95023 462703856 501(C)(3) 10000 GENERAL SUPPORT SUSTAINABLE MARKETS FOUNDATION 45 WEST 36TH STREET NEW YORK NY 10018 134188834 501(C)(3) 25000 GENERAL SUPPORT VALLEY VERDE 1530 MERIDIAN AVE SUITE 104 SAN JOSE CA 95125 453084814 501(C)(3) 120000 POLICY WORK IN FARMING SBC CHAMBER OF COMMERCE AND VISITORS BUREAU 243 SIXTH STREET SUITE 100 HOLLISTER CA 95023 940834040 501(C)(3) 11000 GENERAL SUPPORT SBC HERITAGE FOUNDATION PO BOX 1141 TRES PINOS CA 95075 270925169 501(C)(3) 50000 GENERAL SUPPORT SENIORS COUCIL 234 SANTA CRUZ AVE SANTA CRUZ CA 95003 942662950 501(C)(3) 6570 FOSTER GRANDPARENTS PROGRAM SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 22231 MULHOLLAND HWY SUITE 209 CUPERTINO CA 91302 954116679 61000 GENERAL SUPPORT ST LUKES CHURCH 431 7TH ST HOLLISTER CA 95023 942604542 501(C)(3) 7500 AFTER SCHOOL TUTORIAL PROGRAM ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 5000 GENERAL SUPPORT TRUST FOR CONSERVATION INNOVATION 150 POST STREET SUITE 342 SAN FRANCISCO CA 94108 912166435 501(C)(3) 50000 GENERAL SUPPORT UNITED WAY SILICON VALLEY 1400 PARKMOOR AVE ST SAN JOSE CA 95126 941450153 501(C)(3) 10000 GENERAL SUPPORT YMCA SAN BENITO COUNTY 351 TRES PINOS RD STE A201 HOLLISTER CA 95023 770202335 501(C)(3) 30200 YOUTH DEVELOPMENT PROGRAMS 45 6 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 45600 LESSOR OF MANAGEMENT OFFICES 0 X 1 317997 SELLING PRICE PER BROKER 0 0 1 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S BOOKKEEPER, EXECUTIVE DIRECTOR, FINANCE 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 XI, LINE 9: ACCRUAL TO CASH - GRANTS PAYABLE -16,201. FUNDS HELD FOR OTHERS INVESTMENT ACTIVITY ACCRUAL TO CASH -211,789. ACCRUAL TO CASH - CY PLEDGE AND ACCOUNT RECEIVABLES -799,919. FUNDS HELD FOR OTHERS COSTS ACCRUAL TO CASH 56,364. 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.