2015-11-16T11:50:58-08:00 2014-12-31 Price Paige and Company 677 Scott Avenue Clovis CA 93612 990 2014-01-01 770478025 Fresno Regional Foundation A Corporation FRES 5592265600 5260 N Palm Avenue Fresno CA 93704 Hugh J Ralston President & CEO 2015-11-16 true Fausto Hinojosa CPA CFE P00196912 5592999540 2014 2016-02-25 16:41:14Z Hugh J Ralston 5250 N PALM AVE SUITE 424 FRESNO CA 93704 14277584 false false X www.fresnoregfoundation.org X 1966 CA TO IMPROVE THE QUALITY OF LIFE IN THE CENTRAL SAN JOAQUIN VALLEY BY PROMOTING CHARITABLE GIVING AND ASSISTING DONORS AND ADMINISTERING FUNDS. 15 15 12 0 7004489 11612162 708564 827020 3270299 1838402 0 10983352 14277584 7021458 9077519 0 795014 807617 0 266269 1058738 1379168 8875210 11264304 2108142 3013280 43364946 48881818 9023809 11553986 34341137 37327832 TO IMPROVE THE QUALITY OF LIFE IN THE CENTRAL SAN JOAQUIN VALLEY BY PROMOTING CHARITABLE GIVING AND ASSISTING DONORS AND ADMINISTERING FUNDS. false false 10344652 2014188 9591974 SUPPORT FOR VARIOUS COMMUNITY SERVICES, INCLUDING EDUCATION, HEALTH, CULTURAL AND ENVIRONMENTAL PROGRAMS. 10344652 true true false false false true false false false true true false false false true true false true false false false false false false false false false true true false false false false false false false false false false false false true false false false true true true true false false true 19 0 false 12 true false false false false false true true true true false 0 false false false false false false false false false false X 15 15 false false true false false false false true true false false true true true true true true true false false CA X X Fresno Regional Foundation 5592265600 5250 N Palm Avenue Ste 424 Fresno CA 93704 CAROL CHANDLER Director 2.00 0.00 X 0 0 0 CAROLE ANDERSEN Chairman 2.00 0.00 X X 0 0 0 DESA C BELYEA DIRECTOR 2.00 0.00 X 0 0 0 SUSAN ABUNDIS Director 2.00 0.00 X 0 0 0 JOE DEL BOSQUE Director 2.00 0.00 X 0 0 0 MARLA HARTMAN DIRECTOR 2.00 0.00 X 0 0 0 LYDIA HERRERA-MATA DIRECTOR 2.00 0.00 X 0 0 0 HONORABLE BRAD HILL DIRECTOR 2.00 0.00 X 0 0 0 HONORABLE ARMANDO RODRIGUEZ DIRECTOR 2.00 0.00 X 0 0 0 RAY STEELE JR DIRECTOR 2.00 0.00 X 0 0 0 MARIAM STEPANIAN DIRECTOR 2.00 0.00 X 0 0 0 ALLYSUNN WALKER-WILLIAMS DIRECTOR 2.00 0.00 X 0 0 0 CELIA MALDONADO ARROYO Director 2.00 0.00 X 0 0 0 RICH OLSSON Director 2.00 0.00 X 0 0 0 Hugh J Ralston President & CEO 40.00 0.00 X 34218 0 354 David Johnson Interim CEO 2.00 0.00 X 16193 0 0 DAN DESANTIS PRIOR CEO 40.00 0.00 X 74865 0 3743 LORI CLANTON DIR OF ADMIN 40.00 0.00 X 117343 0 5867 242619 9964 1 false false false 0 11612162 613816 11612162 Administrative Assessment 561000 827020 827020 827020 1838402 1838402 0 0 0 0 0 0 0 0 14277584 2665422 8344727 8344727 732792 732792 0 0 125277 31899 29179 64199 0 534456 249015 208457 76984 0 6250 2661 2251 1338 141634 60309 51016 30309 0 0 35615 9710 16250 9655 0 0 127450 127450 0 39161 16676 14105 8380 72879 31032 26251 15596 0 0 139345 59333 50193 29819 5387 2294 1940 1153 0 12715 12715 20468 20468 0 4687 1996 1688 1003 12537 5338 4516 2683 ADMINISTRATIVE ASSESSMENT 578631 578631 CEO search 98014 98014 BOARD RECEPTIONS 70175 70175 EDUCATION AND TRAINING 36747 15647 13236 7864 125357 54674 53397 17286 11264304 10344652 653383 266269 897851 1887760 0 1881000 522735 0 0 0 3524 5481 0 56152 50858 1437119 116302 1068888 1320817 37158231 42902414 0 926250 902500 0 1373050 1289253 43364946 48881818 116277 42919 595750 940437 1000000 1000000 7311782 9570630 9023809 11553986 X 10641547 10647282 10859315 13753182 12840275 12927368 34341137 37327832 43364946 48881818 3013280 -26585 X false true X true false X 8545065 11648844 5527673 7713053 12439182 45873817 0 0 8545065 11648844 5527673 7713053 12439182 45873817 0 45873817 766595 1130091 1249659 1367504 1621058 6134907 0 0 52008724 0.88200 0.88760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61 145 5582134 7476194 5014403 4323718 8051538 29275578 true true 16171617 50125 1037215 593267 147952 340804 16472838 14515588 570184 2187310 728956 62714 309795 16171617 13412317 137390 1692016 389790 62845 273500 14515588 11208646 2685115 75485 294334 15870 246725 13412317 10153018 355675 1108710 65130 146057 197570 11208646 0.06420 0.93580 false false false 1311816 1311816 14892 14892 110411 101410 9001 1320817 PROGRAM RELATED INVESTMENT 902500 C AGENCY & TRUST FUNDS 9570630 9570630 X 19357770 -26585 5106771 5080186 14277584 14277584 12012904 748600 748600 11264304 11264304 Part X : FIN48 Footnote The Foundation and its Supporting Organizations have qualified as non-profit organizations and have been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d). The Foundations LLCs are subject to the State of Californias minimum tax for each entity. Generally accepted accounting principles provides accounting and disclosures guidance about positions taken by an entity in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Foundations returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Revenue for Silkwood Family Foundation $2804 Revenue for Lyles Foundation $5103967 Part XII, Line 2d: Other expenses and losses per audited F/S Expenses for Lyles Foundation $745437 Expenses for Silkwood Foundation $3163 true SEE STATEMENT 1 SEE STATEMENT 1 SEE STATEMENT CA 93704 8344727 0 0 1 SCHOLARSHIPS 60 732792 Grantmaker's Description of How Grants are Used The Foundation employs program officers who monitor the use of grants. Grants awarded through competitive cycles require interim reports, and/or final reports, and/or site visits depending on the length and amount of the grant awarded. Grants Committee Members also review the final reports and may attend site visits. Organizations awarded through donor advised funds or at the board's discretion are asked to provide reports upon request, and/or receive site visits depending on the length and amount of the grant awarded. Prior to awarding any grants, all organizations are reviewed with our due diligence steps, and organizations are asked to submit 990s, internal financials and/or audited financial statements, board member listings, and mission statements or strategic plans. X 10 358816 TRADE PRICE X 1 255000 Fair Value false true true Part I, Line 32, Hire and Use of Third Parties INVESTMENT BROKER FIRMS ARE UTILIZED TO SELL CONTRIBUTIONS OF PUBLICLY TRADED STOCK. Client Note 1 Client Note 1 - Tax ID NoOrg/institution/recipient nameOrg Type Grant Amount 94-2529095King Hall Legal FoundationNon-Profit 501c3 1,000.00 94-6002100Placer Union High School DistrictNon-Profit 501c3 2,500.00 75-3071832Central Valley Higher Education ConsortiumNon-Profit 501c3 25,000.00 77-0410410Youth Orchestras of FresnoNon-Profit 501c3 30,000.00 94-1156639Marjaree Mason CenterNon-Profit 501c3 291,575.00 94-1156838Saint James Anglican CathedralNon-Profit 501c3 1,000.00 94-6000402City of ReedleyGovernment Agency 25,000.00 20-1568826Institute of Technology, Inc.Private School 500.00 44-6001089Lincoln UniversityPrivate School 1,000.00 91-1156365Stanford UniversityPrivate School 3,000.00 95-6006142UC Riverside, Financial AidPrivate School 3,500.00 94-1792373University Presbyterian ChurchPrivate School 2,100.00 27-0661610Urbanist Collective501c3 10,000.00 45-4699383Woodlake High SchoolPublic School 20,000.00 77-0428527Arts VisaliaCommunity group with fiscal agent 8,500.00 94-1637804Academy of Art UniversityNon-Profit 501c3 10,000.00 77-0190269SCCC FoundationNon-Profit 501c3 2,000.00 04-2708878National Yiddish Book CenterNon-Profit 501c3 100.00 04-3262046Jumpstart for Young Children, Inc.Non-Profit 501c3 25,000.00 05-0563477Woodward Shakespeare Festival of Central CaliforniaNon-Profit 501c3 6,500.00 05-0589106Housing and Supportive ServicesNon-Profit 501c3 50,000.00 06-1681333River Tree VolunteersNon-Profit 501c3 1,000.00 101-90-2409McNeese State UniversityPublic School 1,000.00 11-3686123Community Housing Council of FresnoNon-Profit 501c3 1,000.00 13-1610451United Service OrganizationsNon-Profit 501c3 500.00 13-1624241United Negro College Fund501c3 12,500.00 13-1924236Memorial Sloan Kettering Cancer CenterNon-Profit 501c3 20,000.00 13-1962771American Parkinson Disease AssociationNon-Profit 501c3 50.00 13-2887439Anti - Defamation LeagueNon-Profit 501c3 50.00 13-3238657Nonprofit Finance FundNon-Profit 501c3 25,000.00 13-3433452Doctors Without Borders USA/Mdecins Sans Front501c3 100,000.00 13-3661416Smile TrainNon-Profit 501c3 20,050.00 13-3871360ACLU - American Civil Liberties Union of Northern CaliforniaNon-Profit 501c3 50.00 13-5563422Catholic Relief ServicesNon-Profit 501c3 1,000.00 13-6006960Foundation For Economic EducationNon-Profit 501c3 500.00 13-6266432Lambda Chi Alpha Educational FoundationNon-Profit 501c3 500.00 14-1839333Compass Ministries of Southern CaliforniaFaith Based Organization 10,000.00 16-1772058Keeping Youth Journeying OnwardNon-Profit 501c3 2,250.00 20-0359353California Teaching Fellows FoundationNon-Profit 501c3 25,570.00 20-0774454The Maddy InstituteNon-Profit 501c3 1,000.00 20-1412823Kings River ConservancyNon-Profit 501c3 38,000.00 20-1485011Placer Community FoundationNon-Profit 501c3 5,264.35 20-1760241Universal Technical InstitutePrivate School 20,000.00 20-2370934Wounded Warrior ProjectNon-Profit 501c3 1,000.00 20-2495631The League of DreamsNon-Profit 501c3 500.00 20-2690833World Jewish Congress FoundationFaith Based Organization 50.00 20-3391292Angelica Patient Assistance ProgramNon-Profit 501c3 500.00 20-3710181Camp San JoaquinFaith Based Organization 3,000.00 20-4085209Creative FresnoNon-Profit 501c3 10,000.00 20-4210175Fresno Healthy Communities Access Partners (FHCAP)Non-Profit 501c3 100,000.00 20-4241997PAVE Academy Charter SchoolNon-Profit 501c3 500.00 20-4637094Veteran's Memorial MuseumNon-Profit 501c3 100,000.00 20-4712286Foundation for Sanger SchoolsNon-Profit 501c3 10,000.00 20-4927897The Cal Poly Foundation, California Polytechnic State UniversityNon-Profit 501c3 5,263.16 20-5924171Novelas Educativas, LLCCommunity group with fiscal agent 21,908.00 20-8738578Academy of Civic and Entrepreneurial LeadershipNon-Profit 501c3 48,000.00 22-2894564Obsessive-Compulsive Foundation, Inc. (OCD Foundation)Non-Profit 501c3 50.00 23-7019799Wright State UniversityPublic School 1,000.00 23-7067667San Joaquin College of LawNon-Profit 501c3 4,000.00 23-7135837Accuracy In MediaNon-Profit 501c3 200.00 23-7166263California FFA FoundationNon-Profit 501c3 7,500.00 23-7314834UC Santa Barbara -Financial Aid OfficePublic School 7,500.00 23-7327730Heritage FoundationNon-Profit 501c3 500.00 23-7394590UC Santa CruzPublic School 17,500.00 24-0795686Lafayette CollegePrivate School 1,000.00 26-0043353GRID AlternativesNon-Profit 501c3 6,210.00 26-0287450ACT for Women and GirlsNon-Profit 501c3 20,000.00 26-0399855Birchwood ConservancyNon-Profit 501c3 12,000.00 26-1949836Center for Enviromental Science, Accuracy and ReliabilityNon-Profit 501c3 25,000.00 26-2250997The Ceres Community ProjectNon-Profit 501c3 100.00 26-3153542Philanthropy Inspired by Needs in the CommunityNon-Profit 501c3 1,500.00 27-0093858UC MercedNon-Profit 501c3 1,000.00 27-0661610Visalia Opera CompanyNon-Profit 501c3 10,000.00 27-0697899Latino Peace Officers Association Fresno CountyNon-Profit 501c3 1,000.00 27-0909560Anglican Mission FundFaith Based Organization 9,250.00 27-1338820Life Goes On - Home Improvement, Inc.Non-Profit 501c3 10,000.00 27-3505390San Joaquin River Stewardship ProgramNon-Profit 501c3 50,000.00 27-3569077Laotian-American Community of Fresno INC.Non-Profit 501c3 1,000.00 27-3678051Good Neighbor Center Inc.Non-Profit 501c3 6,210.00 30-0263766Greenhouse MovementNon-Profit 501c3 500.00 31-0958507Purdue FoundationNon-Profit 501c3 1,450.00 31-1631453California Rangeland TrustNon-Profit 501c3 10,000.00 31-1678679University of Maryland, College ParkPrivate School 1,000.00 33-0051202Pacific Crest Trail AssociationNon-Profit 501c3 500.00 33-0259359Parent Institute for Quality Education (PIQE) IncNon-Profit 501c3 37,000.00 35-0868188University of Notre DamePrivate School 2,000.00 35-6002041Purdue UniversityPrivate School 800.00 35-6053701Alpha Xi Delta FoundationNon-Profit 501c3 3,500.00 36-2171714InterVarsity Christian Fellowship (FIFUL)Non-Profit 501c3 500.00 36-2208386Sigma Chi FoundationPrivate School 2,250.00 36-4390648DeVry UniversityPrivate School 1,000.00 36-4635877American Medical Overseas Relief (AMOR)Non-Profit 501c3 100.00 41-2029665Fresno Police Chief's FoundationNon-Profit 501c3 1,000,000.00 41-6011702Mayo ClinicNon-Profit 501c3 1,000.00 42-1565806Fresno Filmworks, Inc.Non-Profit 501c3 500.00 42-1661145Fresno Chaffee ZooNon-Profit 501c3 7,300.00 42-1753989Grandma's House - A Vision of HopeNon-Profit 501c3 15,000.00 43-2107574Palm Springs Historical SocietyNon-Profit 501c3 20,000.00 44-6000308Missouri State UniversityPrivate School 1,000.00 45-1467295Southeast Fresno Community Economic Development CorporationNon-Profit 501c3 500.00 45-2494781The Fresno CompactNon-Profit 501c3 50,000.00 45-3594609Foundation for Fresno County Public LibraryNon-Profit 501c3 5,000.00 45-4699383Woodlake Family Resource CenterCommunity group with fiscal agent 170,000.00 46-0224589Dakota Wesleyan UniversityPrivate School 2,500.00 46-2606550Harmony Magnet Academy FoundationNon-Profit 501c3 20,000.00 46-4357998Food Commons Fresno TrustNon-Profit 501c3 50,000.00 46-4554847Kulungu For CongoNon-Profit 501c3 500.00 46-4822333Sierra View Congregation of Jehovah's WitnessesFaith Based Organization 5,000.00 47-1090755Fresno Restoration CenterNon-Profit 501c3 40,000.00 52-0595110Johns Hopkins UniversityPrivate School 1,000.00 52-1378064Visions, IncNon-Profit 501c3 30,000.00 52-1573446American Indian College FundNon-Profit 501c3 20,000.00 52-1838756Women for Women InternationalNon-Profit 501c3 250.00 52-2098292Funders Network on Population, Reproductive Health and RightsNon-Profit 501c3 1,000.00 53-0179971B'Nai B'RithNon-Profit 501c3 85.00 53-0196605American Red Cross - Central Valley RegionNon-Profit 501c3 14,500.00 53-0196617The Cathedral of Saint Thomas MoreFaith Based Organization 250,921.84 54-1586817American Center for Law and JusticeNon-Profit 501c3 500.00 54-1660459Alliance Defense FundNon-Profit 501c3 500.00 55-0798282College Golf FellowshipFaith Based Organization 1,050.00 56-6001393University of North Carolina at Chapel HillPrivate School 100.00 59-0968031National Parkinson Foundation Inc.Non-Profit 501c3 50.00 59-3787324Kings Regional Traditional Folk ArtsNon-Profit 501c3 10,000.00 61-3429292Mr. Trevor P. GoossenPublic School 1,000.00 62-0646012St. Jude Children's Research HospitalNon-Profit 501c3 55,000.00 62-0988294Prison Fellowship/Angel TreeNon-Profit 501c3 500.00 63-0598743Southern Poverty Law Center, Inc.Non-Profit 501c3 50.00 64-0607275American Family Association501c3 500.00 68-0338225Sonoma State UniversityPublic School 250.00 68-0411982IHR Educational BroadcastingNon-Profit 501c3 1,000.00 71-0699939Heifer InternationalNon-Profit 501c3 20,000.00 72-1609355Horn of Africa MissionFaith Based Organization 500.00 73-1646764Fresno Housing Education Corp.501c3 1,000.00 75-0800689Southern Methodist UniversityPrivate School 300.00 75-3129705Fresno Area Hispanic FoundationNon-Profit 501c3 6,000.00 75-3192859Tulare Basin Wildlife PartnersNon-Profit 501c3 15,000.00 76-0825243American GI Forum Foundation501c3 1,000.00 77-0007985Poverello HouseNon-Profit 501c3 76 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents THE NUMBER OF DIRECTORS ALLOWED WAS INCREASED TO 19. Form 990, Part VI, Line 11b: Form 990 Review Process THE INFORMATION RETURNS, INCLUDING FORM 990 ARE REVIEWED BY THE AUDIT AND/OR FINANCE COMMITTEE, AND THEN TO THE ENTIRE BOARD PRIOR TO BEING SUBMITTED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The Foundation requires a conflict of interest statement to be read and understood and signed by the Board members and employees. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management COMPENSATION OF THE CEO IS DETERMINED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available FINANCIAL STATEMENTS ARE PUBLISHED WITH YEAR END BROCHURE, GOVERNING DOCUMENTS AND POLICIES ARE POSTED ON THE FOUNDATION'S WEBSITE AND ARE AVAILABLE UPON REQUEST. EDNA LAKE LLC 5250 N PALM AVE SUITE 424 FRESNO CA 93704 392072666 REAL ESTATE HOLDING CA 900000 FRESNO REGIONAL FOUNDATION FRF HOLDINGS LLC 5250 N PALM AVE SUITE 424 FRESNO CA 93704 770478025 REAL ESTATE HOLDING CA 255000 FRESNO REGIONAL FOUNDATION LYLES FOUNDATION 5260 N PALM AVENUE STE 122 FRESNO CA 93704 137334864 SUPPORTING ORGANIZATION CA 501C3 11 - TYPE 1 NA true SILKWOOD FAMILY FOUNDATION 5260 N PALM AVENUE STE 122 FRESNO CA 93704 770529725 SUPPORTING ORGANIZATION CA 501C3 11 - TYPE III FI N/A false false false false false false false false false false false false true false false false false false false false LYLES FOUNDATION l 132703 Actual Costs