2015-08-17T14:37:46-05:00 2014-12-31 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAYSTE 310 STOCKTON CA 95219 990 2014-01-01 261476916 COMMUNITY FOUNDATION OF SAN JOAQUIN INC COMM 2099432375 501 WEST WEBER AVENUE NO 200-D STOCKTON CA 95203 LINDA J PHILIPP CEO/PRESIDENT 2099432375 2015-08-17 1 DARYL R PETRICK P00045987 2094731040 2014 2016-04-25 22:37:26Z LINDA J PHILIPP 501 WEST WEBER AVENUE NO 200-D STOCKTON CA 95203 3527400 0 X WWW.CFOSJ.ORG X 2007 CA TO PROVIDE LEADERSHIP, PROMOTE A CULTURE OF GIVING & CREATE RESOURCES THAT ADDRESS COMMUNITY NEEDS. 11 11 5 16 0 0 574571 819436 76124 96776 198393 136182 339668 380926 1188756 1433320 487493 712566 0 0 178181 207026 0 0 100302 174427 174721 840101 1094313 348655 339007 4876037 6761241 1190775 2645318 3685262 4115923 TO MAKE PHILANTHROPIC GIVING AS EFFECTIVE AS POSSIBLE. READY TO SERVE PEOPLE WHO SHARE A COMMON CONCERN - IMPROVING THE QUALITY OF LIFE IN SAN JOAQUIN COUNTY. 0 0 739474 712566 THE FOUNDATION PROVIDED GRANTS AND CASH ASSISTANCE TO APPROXIMATELY 100 NON PROFIT ORGANIZATIONS LOCATED PRIMARILY IN SAN JOAQUIN COUNTY. 58938 96776 THE FOUNDATION OFFERS SEVERAL PROGRAMS AND SERVICES THROUGHOUT THE YEAR THAT BENEFIT THE COMMUNITY. TWO KEY EXAMPLES ARE: 1) CO-HOSTING THE COMMUNITY PHILANTHROPY SUMMIT WHICH IS AN ALL-DAY FORUM FOR APPROXIMATELY 300 DONORS, NONPROFIT LEADERS AND ESTATE PLANNERS AND, 2) SERVING AS THE FISCAL SPONSOR FOR THE REINVENT SOUTH STOCKTON COALITION. 46909 52208 THE FOUNDATION ADMINISTERS AND MAINTAINS DONOR ADVISED FUNDS, WHICH PROVIDE DONORS WITH THE OPPORTUNITY TO MAKE DONATIONS FOR FUTURE GRANTS AND CONTRIBUTIONS. THE FOUNDATION ALSO OFFERS DONORS RECOMMENDATIONS FOR GRANTS THROUGH RESEARCH OF NONPROFIT ORGANIZATIONS. 845321 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 17 0 1 5 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 CA X JULIE MINTON 2099432375 501 W WEBER AVENUE STOCKTON CA 95203 ROBERT KAVANAUGH TREASURER 1.00 X X 0 0 0 CHARLES G PATMON III DIRECTOR 1.00 X 0 0 0 DAVID VAUGHN DIRECTOR 1.00 X 0 0 0 TED LELAND SECRETARY 1.00 X X 0 0 0 DAVID M VACCAREZZA DIRECTOR 1.00 X 0 0 0 DUANE ISETTI CHAIRMAN 1.00 X X 0 0 0 KEVIN HAWES DIRECTOR 1.00 X 0 0 0 TERESA L MANDELLA PAST CHAIRMAN 1.00 X 0 0 0 SCOTT BEATTIE DIRECTOR 1.00 X 0 0 0 CYNTHIA SOUZA VICE CHAIRMAN 1.00 X X 0 0 0 LINDA A GUINN VICE PRESIDENT 1.00 X X 0 0 0 COLLEEN STEWART DIRECTOR 1.00 X 0 0 0 LINDA J PHILIPP CEO/PRESIDENT 40.00 X 102822 0 9459 102822 0 9459 1 0 0 0 0 819436 41902 819436 COMMUNITY PHILANTHROPY SUMMIT 900099 96776 96776 96776 90437 90437 1993970 75000 1942870 80355 51100 -5355 45745 45745 399503 70855 328648 328648 ADMINISTRATIVE FEES 900099 52208 52208 OTHER 900099 70 70 52278 1433320 148984 0 464900 712566 712566 102822 26848 36982 38992 64728 16901 23281 24546 5198 1362 1968 1868 19838 4912 7030 7896 14440 3785 5189 5466 12884 12884 46909 46909 26536 11328 15208 14837 8043 6794 18614 4539 14075 16276 7183 8500 593 1832 1832 5851 5851 1806 1806 3218 3218 DONOR CULTIVATION 14147 14147 DUES AND SUBSCRIPTIONS 7713 7713 MISCELLANEOUS 4098 945 3153 1094313 845321 148690 100302 112028 152126 461001 336407 213328 314178 16566 3000 0 15000 0 0 82161 0 3990953 5940530 4876037 6761241 44421 22392 1146354 2622926 1190775 2645318 X 154997 128639 3498503 3914316 31762 72968 3685262 4115923 4876037 6761241 339007 91654 0 X X 0 1 X 1 0 X 243735 341558 569415 574571 819436 2548715 243735 341558 569415 574571 819436 2548715 834744 1713971 35801 69570 117343 86977 90437 400128 4218 70 4288 2953131 1563112 0.58040 0.51350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 618855 514827 3488025 1 1 0 1 X 155906 127033 8487 763 290663 28158 111896 16298 446 155906 15269 11425 1584 120 28158 5000 10261 8 15269 5000 5000 0.71000 0.29000 0.00000 0 0 0 X PART IV, LINE 2B: THE FOUNDATION RECEIVES, INVESTS AND DISTRIBUTES ASSETS UNDER CERTAIN AGENCY AND INTERMEDIARY ARRANGEMENTS. THE FOUNDATION IS THE CUSTODIAN OF THE FUNDS, BUT ALL RIGHTS OF OWNERSHIP REMAIN WITH THE AGENCIES. DURING THE YEAR, THE AGENCY FUNDS INCREASED BY $1,476,572 AS A RESULT OF $1,615,766 IN CONTRIBUTIONS, $237,304 OF DISTRIBUTIONS AND EXPENDITURES AND GAIN OF $98,110 FROM INVESTMENT INCOME, REALIZED GAINS ON THE SALE OF INVESTMENTS AND UNREALIZED GAINS IN THE FAIR MARKET VALUE OF INVESTMENTS. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT CORPORATION AND IS EXEMPT FROM INCOME TAXES UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA FRANCHISE TAX REGULATIONS SECTION 23701(D) IN ACCORDANCE WITH ITS DETERMINATION LETTER DATED MARCH 6, 2008. THE FOUNDATION IS ALSO CONSIDERED A PUBLICLY SUPPORTED CHARITY AS DESCRIBED IN SECTION(S) 509(A)(1) AND 170(B)(1)(A)(VI). ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IS MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 399503 19500 33895 17460 1 0.65000 399503 19500 33895 17460 70855 328648 CA 1 0 1 0 0.00000 1.00000 JULIE MINTON 501 W WEBER AVE SUITE 200-D STOCKTON CA 95203 0 LINDA J PHILIPP 0 GENERAL OVERSIGHT X 1 382410 SCHEDULE G, LINE 17B: CALIFORNIA REQUIRES 90% OF THE GAMING PROCEEDS BE DISTRIBUTED. TOTAL DISTRIBUTIONS FOR 2014: $382,410 1 ALPHA PSI FOUNDATION PO BOX 4092 STOCKTON CA 952044092 651316835 501(C)(3) 27624 GENERAL SUPPORT AMERICAN RED CROSS 2453 GRAND CANAL BLVD STE 5 STOCKTON CA 95207 530196605 501(C)(3) 9123 GENERAL SUPPORT AT THE WELL MINISTRY INC 2117 TELEGRAPH AVE STOCKTON CA 95204 680102965 501(C)(3) 8000 GENERAL SUPPORT BOYS & GIRLS CLUB OF TRACY 753 W LOWELL AVE TRACY CA 95376 680028682 501(C)(3) 6523 GENERAL SUPPORT CENTRAL VALLEY YOUTH SYMPHONY ASSOCIATION PO BOX 690276 STOCKTON CA 95201 680392876 501(C)(3) 5123 GENERAL SUPPORT CHILD ABUSE PREVENTION COUNCIL PO BOX 1257 STOCKTON CA 95201 942497046 501(C)(3) 21543 GENERAL SUPPORT CHILDREN'S HOME OF STOCKTON 430 N PILGRIM STREET STOCKTON CA 95205 940382320 501(C)(3) 19388 GENERAL SUPPORT COMMUNITY PARTNERSHIP FOR FAMILIES PO BOX 1569 STOCKTON CA 95201 680475602 501(C)(3) 6324 GENERAL SUPPORT DAMERON HOSPITAL FOUNDATION 525 W ACACIA ST STOCKTON CA 95203 942811364 501(C)(3) 9923 GENERAL SUPPORT DANCE X TREME 6 CENTRAL COURT STOCKTON CA 95204 201741717 501(C)(3) 10000 GENERAL SUPPORT DELTA HUMANE SOCIETY 4590 S HIGHWAY 99 STOCKTON CA 95215 941643496 501(C)(3) 9333 GENERAL SUPPORT DISABLED AMERICAN VETERANS CHARITIES 10100 TRINITY PARKWAY SUITE 310 STOCKTON CA 95219 310263158 501(C)(3) 8928 GENERAL SUPPORT EMERGENCY FOOD BANK 7 W SCOTTS AVE STOCKTON CA 95203 680002165 501(C)(3) 14858 GENERAL SUPPORT GOODWILL INDUSTRIES OF SJV 129 S GRANT ST STOCKTON CA 95202 941366601 501(C)(3) 25624 GENERAL SUPPORT HAVEN OF PEACE PO BOX 724 STOCKTON CA 95201 941505847 501(C)(3) 7173 GENERAL SUPPORT HOME BUILDING FOUNDATION 1701 W MARCH LANE STOCKTON CA 95207 870752964 501(C)(3) 6723 GENERAL SUPPORT HOSPICE OF SAN JOAQUIN 3888 PACIFIC AVE STOCKTON CA 95204 942777980 501(C)(3) 16424 GENERAL SUPPORT LODI COMMUNITY FOUNDATION PO BOX 2278 LODI CA 95241 942891517 501(C)(3) 20000 GENERAL SUPPORT LODI HOUSE 801 S WASHINGTON ST LODI CA 95240 680435971 501(C)(3) 5000 GENERAL SUPPORT LODI SPORTS FOUNDATION 220 S FAIRMONT AVE LODI CA 95240 680368709 501(C)(3) 12500 GENERAL SUPPORT LOEL SENIOR CENTER 105 SOUTH WASHINGTON STREET LODI CA 95240 942412399 501(C)(3) 8524 GENERAL SUPPORT MAKE-A-WISH FOUNDATION 2800 CLUB CENTER DRIVE SACRAMENTO CA 95835 860481941 501(C)(3) 15004 GENERAL SUPPORT MARY GRAHAM CHILDREN'S SHELTER FOUNDATION PO BOX 96 FRENCH CAMP CA 95231 943377000 501(C)(3) 21524 GENERAL SUPPORT MCHENRY HOUSE 757 A STREET TRACY CA 95376 680123612 501(C)(3) 9623 GENERAL SUPPORT ONETLC SCHOOL FOR HOMELESS CHILDREN PO BOX 692383 STOCKTON CA 95269 270881466 501(C)(3) 8000 GENERAL SUPPORT PIXIE WOODS INC 641 S HAM LANE LODI CA 95242 942711785 501(C)(3) 5423 GENERAL SUPPORT PREGNANCY HELP CENTER 829 ROSEMARIE LN SUITE B STOCKTON CA 95207 942779936 501(C)(3) 64000 GENERAL SUPPORT AND MOBILE CLINIC SJC OFFICE OF EDUCATION EDUCATIONAL FDN PO BOX 213030 STOCKTON CA 952139030 680342748 501(C)(3) 13500 GENERAL SUPPORT ST JOSEPH'S FOUNDATION OF SAN JOAQUIN 1800 NORTH CALIFORNIA ST STOCKTON CA 95204 510432777 501(C)(3) 41250 GENERAL SUPPORT ST MARY'S DINING ROOM 545 W SONORA ST STOCKTON CA 95203 942687280 501(C)(3) 68169 GENERAL SUPPORT STOCKTON SHELTER FOR THE HOMELESS PO BOX 4803 STOCKTON CA 95204 680095693 501(C)(3) 9500 GENERAL SUPPORT THE FIRST TEE OF SAN JOAQUIN PO BOX 77919 STOCKTON CA 95267 680460495 501(C)(3) 11458 GENERAL SUPPORT TIGER AQUATICS BOOSTERS CLUB PO BOX 4667 STOCKTON CA 95204 680165522 501(C)(3) 22824 GENERAL SUPPORT UNITED WAY OF SAN JOAQUIN COUNTY PO BOX 1585 STOCKTON CA 95201 941279805 501(C)(3) 9630 GENERAL SUPPORT UOP 3601 PACIFIC AVE STOCKTON CA 95211 941156266 501(C)(3) 24000 GENERAL SUPPORT WOMEN'S CENTER OF SAN JOAQUIN 620 N SAN JOAQUIN STREET STOCKTON CA 95202 942341360 501(C)(3) 6000 GENERAL SUPPORT YMCA OF SAN JOAQUIN COUNTY 2105 W MARCH LANE SUITE 1 STOCKTON CA 95207 941156319 501(C)(3) 30924 GENERAL SUPPORT X RAFFLE PRIZES 51 33895 FMV X ADV. & PRINT 2 8007 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SCOTT BEATTIE AND CHARLES PATMON ARE ENGAGED IN AN ATTORNEY/CLIENT RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE CEO AND CONTROLLER RECEIVE A DRAFT OF THE 990 FOR REVIEW. ONCE THEIR COMMENTS AND CHANGES HAVE BEEN ADDRESSED, A REVISED DRAFT OF THE 990 IS FORWARDED TO ALL BOARD MEMBERS, VIA EMAIL, FOR THEIR REVIEW AND COMMENT. THE FINAL VERSION OF THE 990 IS PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE ORGANIZATION'S GOVERNING BOARD AND ALL KEY EMPLOYEES ARE OBLIGATED TO DISCLOSE AND ELIMINATE (IF NECESSARY) ANY POTENTIAL OR ACTUAL DUALITY OF INTEREST OR CONFLICT OF INTEREST BY SIGNING A POLICY UPON JOINING THE BOARD OR UPON THEIR DATE OF HIRE. EACH POLICY IS UPDATED AT AN ANNUAL BOARD MEETING OR ON THE EMPLOYEE'S ANNIVERSARY DATE. IN THE CASE OF SUCH CONFLICTS OR THE APPEARANCE OF A CONFLICT, THE INDIVIDUAL CONCERNED IS EXPECTED TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY DECISIONS. ONCE DISCLOSURE HAS BEEN MADE, REMAINING BOARD OR COMMITTEE/TASK FORCE MEMBERS WILL DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IF SO, THE MEMBER INVOLVED SHALL ABSTAIN FROM VOTING AND SHALL NOT PARTICIPATE IN THE DISCUSSION OF THE BUSINESS ITEM OTHER THAN TO ANSWER SPECIFIC QUESTIONS THAT MAY BE RAISED BY OTHER MEMBERS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION DECISIONS TAKE INTO ACCOUNT THE ORGANIZATION'S POLICIES, TERMS OF THE CHIEF EXECUTIVE'S CONTRACT, MARKET BASED BENCHMARKING DATA, SPECIFIC PERFORMANCE METRICS, AND THE OUTCOMES OF THE ANNUAL EVALUATION. THE CEO COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE AND RATIFIED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. COMMUNITY FOUNDATION OF SAN JOAQUIN LLC 501 W WEBER AVE STE 200-D STOCKTON CA 95203 261476916 HOLDING DONATED REAL ESTATE/PROPERTY CA 0 30741 COMMUNITY FOUNDATION OF SAN JOAQUIN INC