2015-08-13T18:30:08-05:00 2014-12-31 943108253 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 941207833 990 2014-01-01 770312582 COMMUNITY FOUNDATION FOR SAN BENITO COUNTY COMM 8316301924 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 GARY BYRNE PRESIDENT/CEO 8316301924 2015-08-13 1 LANCE SMITH P00696626 4153568000 2014 2016-02-25 16:41:14Z GARY BYRNE 829 SAN BENITO STREET NO 200 HOLLISTER CA 95023 2173789 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 8 40 0 0 2137376 1852925 20362 47228 513283 194840 40475 26596 2711496 2121589 977208 1328159 0 0 276940 225862 0 0 26419 283624 350895 1537772 1904916 1173724 216673 7368735 8583620 274174 229543 7094561 8354077 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 1546085 1328159 47228 PROVIDED GRANT ASSISTANCE TO VARIOUS EDUCATIONAL, YOUTH, SENIOR, AND COMMUNITY SERVICES 80914 PROVIDED NON-PROFIT CAPACITY BUILDING INCLUDING EDUCATION, WORKSHOPS, CONFERENCES, AND BOARD DEVELOPMENT 1626999 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 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 8 1 0 0 0 0 0 0 0 0 0 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 VICE-CHAIR 0.50 X X 0 0 0 STEVE HUDNER DIRECTOR 0.50 X 0 0 0 ANNE MORRIS DIRECTOR 0.50 X 0 0 0 JIM PAXTON DIRECTOR 0.50 X 0 0 0 KAY FILICE 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 DIRECTOR 0.50 X 0 0 0 DIANE ORTIZ DIRECTOR 0.50 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 CHAIR 10.00 X X 0 0 0 MIKE GRACE TREASURER 10.00 X X 0 0 0 SANDY ROSE DIRECTOR 0.50 X 0 0 0 CHRISTINE BREEN DIRECTOR 0.50 X 0 0 0 ALLISON ROHNERT DIRECTOR 0.50 X 0 0 0 ALAN CLARK DIRECTOR 0.50 X 0 0 0 GARY BYRNE PRESIDENT/CEO 40.00 X 106696 0 0 106696 0 0 1 0 0 0 0 40393 1812532 50982 1852925 OTHER 900099 47228 47228 47228 194840 194840 78796 40393 52200 26596 26596 2121589 47228 0 221436 1304809 1304809 23350 23350 106696 42678 42678 21340 77805 58354 19451 25026 15516 7508 2002 16335 10128 4901 1306 6394 6394 21259 21259 19676 19676 36960 36960 5363 5363 45600 22800 22800 8959 8959 3399 3399 2356 2356 NON-PROFIT CAPACITY BUI 80914 80914 NEWSLETTER AND OTHER MA 40690 40690 PROGRAM SERVICES 25031 25031 EQUIPMENT RENTAL & MAIN 10947 10947 43347 2729 38847 1771 1904916 1626999 251498 26419 1595358 1317692 143110 0 4360 816402 235 0 23793 18719 8473 5074 5617199 6444452 7368735 8583620 12906 13787 83900 23799 177368 191957 274174 229543 X 3374885 3764272 791526 1158730 2928150 3431075 7094561 8354077 7368735 8583620 X 216673 178686 864157 X X 0 1 X 1 0 X 1181639 492066 1526982 2137376 1852925 7190988 1181639 492066 1526982 2137376 1852925 7190988 3813963 3377025 150592 127056 152519 513283 194840 1138290 24920 3761 33809 45475 26596 134561 8463839 137777 0.39900 0.32880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92 1375066 755152 5192361 1 1 0 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 2418423 143498 295093 39034 99499 36311 2682170 0.03000 0.97000 0 0 23793 18719 5074 5074 VANGUARD PORTFOLIO 5608602 F SILICON VALLEY FUND 134018 F RSF SOCIAL FINANCE 701832 F 6444452 FUNDS HELD FOR OTHERS 191957 191957 X 3104331 178686 815411 994097 2110234 11355 11355 2121589 1844815 0 1844815 60101 60101 1904916 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 2D - OTHER ADJUSTMENTS: ACCRUAL TO CASH - CY PLEDGE AND ACCOUNT RECEIVABLES 811,807. FUNDS HELD FOR OTHERS COSTS ACCRUAL TO CASH 3,604. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCRUAL TO CASH - PY GRANTS PAYABLE 60,101. KELLY FREITAS EVENT 39000 39000 11788 12 DAYS OF GIVING EVENT 41158 29158 12000 278 5 39031 11235 27796 20091 20043 119189 40393 78796 20091 32109 52200 26596 1 AROMAS COMMUNITY GRANGE #361 P O BOX 562 AROMAS CA 95004 237529811 501(C)(10) 10000 GENERAL SUPPORT AROMAS-SAN JUAN BAUTISTA COMMUNITY SCHOOLS FOUNDATION PO BOX 760 SAN JUAN BAUTISTA CA 95045 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) 12500 GENERAL SUPPORT BLACK SHEEP REDEMPTION PROGRAM 503 THIRD ST SAN JUAN BAUTISTA CA 95045 270599170 501(C)(3) 8000 GENERAL SUPPORT CALIFORNIA FARMLINK 303 POTRERO ST SUITE 29-201 SANTA CRUZ CA 95060 943332630 501(C)(3) 7000 PROJECT TO INCREASE CAPACITY FOR SMALL FARM SUCCESS IN SBC FOR BEGINNING AND LIMITED RESOURCE FARMERS CASA OF SAN BENITO COUNTY 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 770398079 501(C)(3) 39609 RECRUITING AND TRAINING VOLUNTEER ADVOCATES FOR FOSTER CHILDREN CESAR CHAVEZ FOUNDATION 29700 WOODFORD-TEHACHAPI RD KEENE CA 93531 952466747 501(C)(3) 10000 GENERAL SUPPORT CHAMBERLAIN'S CHILDREN CENTER PO BOX 1269 HOLLISTER CA 95024 942357401 501(C)(3) 7525 EXPAND SERVICES COMMUNITIES ORGANIZED FOR RELATIONAL POWER IN ACTION 95 ALTA VISTA AVE WATSONVILLE CA 95076 770557460 501(C)(3) 15000 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) 107676 GENERAL SUPPORT COMMUNITY SOLUTIONS FOR CHILDREN FAMILIES AND INDIVIDUALS 310 FOURTH STREET 105 HOLLISTER CA 95023 237351215 501(C)(3) 9991 GENERAL SUPPORT ECOLOGICAL BUILDING NETWORK PO BOX 6397 SAN RAFAEL CA 94903 202986662 501(C)(3) 10000 GENERAL SUPPORT E-CUBED FOUNDATION PO BOX 1362 TRES PINOS CA 95075 270031247 6780 GENERAL SUPPORT EMMAUS HOUSE 829 SAN BENITO STREET SUITE 300 HOLLISTER CA 95023 770407292 501(C)(3) 17413 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 HEALTH PROJECTS CENTER 1537 PACIFIC AVE SUITE 300 SANTA CRUZ CA 95060 942713281 509(A)(1) 20000 DEL MAR CAREGIVER RESOURCE CENTER HOLISTIC MANAGEMENT INTERNATIONAL 5941 JEFFERSON ST NE SUITE B ALBUQUERQUE NM 87109 850324203 501(C)(3) 50000 GENERAL SUPPORT HOLLISTER DOWNTOWN ASSOCIATION 455 SAN BENITO ST SUITE 21 HOLLISTER CA 95023 770168743 501(C)(6) 22500 EVENTS COORDINATOR HOLLISTER SCHOOLS - BRAILLE MACHINE FOR BLIND 460 FIFTH STREET HOLLISTER CA 95023 946002234 501(C)(3) 5052 BRAILLE MACHINE HOLLISTER YOUTH ALLIANCE PO BOX 1291 HOLLISTER CA 95024 770377245 501(C)(3) 10500 YOUTH PROGRAMS HOMELESS COALITION OF SAN BENITO COUNTY PO BOX 2710 HOLLISTER CA 95024 204940771 501(C)(3) 5703 GENERAL SUPPORT I HAVE A DREAM FOUNDATION PO BOX 8 PACINES CA 95043 954089758 501(C)(3) 170000 GENERAL SUPPORT JOVENES DE ANTANO DEL CONDADO PO BOX 860 HOLLISTER CA 95023 942280033 501(C)(3) 10500 GENERAL SUPPORT KINSHIP CENTER - GABILAN PO BOX 324 TRES PINOS CA 95075 942971761 501(C)(3) 6000 GENERAL SUPPORT LEADERSHIP SAN BENITO COUNTY PO BOX 1299 HOLLISTER CA 95024 562384387 10000 GENERAL SUPPORT LOAVES AND FISHES FAMILY KITCHEN 680 COLLEGE ST HOLLISTER CA 95023 770370874 501(C)(3) 15000 GENERAL SUPPORT MOUNTAIN BIZ WORKS 153 S LEXINGTON AVE ASHEVILLE NC 28801 561733266 501(C)(3) 25000 ACCELERATE APPALACHIA PROGRAM OREGON STATE UNIVERSITY FOUNDATION 850 SW 35TH ST CORVALLIS OR 97333 936022772 35000 GENERAL SUPPORT PET FRIENDS AND RESCUE 2975 BUENA VISTA ROAD HOLLISTER CA 95024 770300197 501(C)(3) 12000 GENERAL SUPPORT RICE UNIVERSITY 6100 MAIN ST HOUSTON TX 77005 741109620 501(C)(3) 5000 GENERAL SUPPORT SACRED HEART PARISH SCHOOL 670 COLLEGE STREET HOLLISTER CA 95023 943121808 501(C)(3) 81000 GENERAL SUPPORT SALVATION ARMY WORLD SERVICE OFFICE 832 FOLSOM ST SAN FRANCISCO CA 94107 132923701 501(C)(3) 8478 GENERAL SUPPORT SAN BENITO COUNTY ARTS COUNCIL PO BOX 692 HOLLISTER CA 95024 571241278 501(C)(3) 15100 EDUCATION IN CLASSROOMS GENERAL SUPPORT SAN BENITO COUNTY CATTLEWOMEN PO BOX 539 TRES PINOS CA 95075 237297900 501(C)(5) 7500 GENERAL SUPPORT SAN BENITO COUNTY FAIR PO BOX 790 HOLLISTER CA 95024 946001564 10450 FUND COUNTY FAIR ACTIVITIES SAN BENITO COUNTY HISTORICAL SOCIETY 498 FIFTH STREET HOLLISTER CA 95023 946123468 501(C)(3) 5650 GENERAL SUPPORT SAN BENITO OLIVE FESTIVAL 615-B SAN BENITO STREET HOLLISTER CA 95023 462703856 501(C)(3) 10000 GENERAL SUPPORT SAN BENITO STAGE COMPANY 1760 AIRLINE HWY STE F PMB 184 HOLLISTER CA 95023 912005552 501(C)(3) 10000 GENERAL SUPPORT SANTA CLARA VALLEY AUDUBON SOCIETY 22221 MCGELLAN RD CUPERTINO CA 95014 946081420 501(C)(3) 15000 GENERAL SUPPORT SBC CHAMBER OF COMMERCE AND VISITORS BUREAU 243 SIXTH STREET SUITE 100 HOLLISTER CA 95023 940834040 501(C)(3) 10000 GENERAL SUPPORT SBC HERITAGE FOUNDATION PO BOX 1141 TRES PINOS CA 95075 270925169 501(C)(3) 65000 GENERAL SUPPORT SENIORS COUCIL OF SANTA CRUZ AND SAN BENITO COUNTIES 234 SANTA CRUZ AVE APTOS CA 95003 942662950 501(C)(3) 6570 GENERAL SUPPORT SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 22231 MULHOLLAND HWY SUITE 209 CUPERTINO CA 91302 954116679 20000 GENERAL SUPPORT SOUTH COUNTY CAL - SOAP 750 W TENTH STREET GILROY CA 95020 770394073 501(C)(3) 15000 GENERAL SUPPORT ST LUKES CHURCH 431 7TH ST HOLLISTER CA 95023 942604542 501(C)(3) 5000 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 THE BERRY CENTER PO BOX 582 NEW CASTLE KY 40050 800721644 501(C)(3) 30000 GENERAL SUPPORT THRESHOLD FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 391525008 501(C)(3) 30000 POOL, TRC, AND ELECTION INTEGRITY TRUST FOR CONSERVATION INNOVATION 150 POST STREET SUITE 342 SAN FRANCISCO CA 94108 912166435 501(C)(3) 50000 GENERAL SUPPORT UNITED WAY OF SAN BENITO COUNTY 829 SAN BENITO STREET SUITE 200 HOLLISTER CA 95023 941422471 501(C)(3) 7500 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) 31800 YOUTH DEVELOPMENT PROGRAMS 56 4 MEDICAL COSTS FOR CURRENT AND FORMER SBHS STUDENTS 2 23350 HELP FAMILY IN NEED TO PAY MEDICAL BILLS 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 50982 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 60,101. FUNDS HELD FOR OTHERS INVESTMENT ACTIVITY ACCRUAL TO CASH -11,355. ACCRUAL TO CASH - CY PLEDGE AND ACCOUNT RECEIVABLES 811,807. FUNDS HELD FOR OTHERS COSTS ACCRUAL TO CASH 3,604. 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.