CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY (EIN 83-0400149)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-08-11
IRS object ID: 201412239349300836
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-08-11T10:49:02-05:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	942847272	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELUCCHI HAWN LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W SANTA CLARA ST STE 750	AddressLine1
City	SAN JOSE	City
State	CA	State
ZIP Code	951131716	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	830400149	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CATHOLIC COMMUNITY FOUNDATION OF	BusinessNameLine1
Business Name Line2	SANTA CLARA COUNTY	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	CATH	BusinessNameControlTxt
Phone	4089955219	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 NORTH FIRST STREET NO 490	AddressLine1
City	SAN JOSE	City
State	CA	State
ZIP Code	95112	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RON PELZEL	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4089955219	PhoneNum
Signature	2014-08-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NICHOLAS G STREIT	PreparerPersonNm
PTIN	P00640535	PTIN
Phone	4082862200	PhoneNum
Preparation	2014-08-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RONALD G PELZEL	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 NORTH FIRST STREET NO 490	AddressLine1
City	SAN JOSE	City
State	CA	State
ZIP Code	95112	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$11,459,721	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CFOSCC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2004	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	6	TotalEmployeeCnt
Total Volunteers	9	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$602,070	PYContributionsGrantsAmt
CY Contributions Grants	$1,452,702	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$946,746	PYInvestmentIncomeAmt
CY Investment Income	$868,108	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$4,650	CYOtherRevenueAmt
PY Total Revenue	$1,548,816	PYTotalRevenueAmt
CY Total Revenue	$2,325,460	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,343,584	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,109,520	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$363,748	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$378,680	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$152,172	CYTotalFundraisingExpenseAmt
PY Other Expenses	$354,748	PYOtherExpensesAmt
CY Other Expenses	$379,011	CYOtherExpensesAmt
PY Total Expenses	$3,062,080	PYTotalExpensesAmt
CY Total Expenses	$1,867,211	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,513,264	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$458,249	CYRevenuesLessExpensesAmt
Total Assets BOY	$31,736,378	TotalAssetsBOYAmt
Total Assets EOY	$42,594,488	TotalAssetsEOYAmt
Total Liabilities BOY	$1,264,638	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,468,001	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$30,471,740	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$34,126,487	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$855,426	ExpenseAmt
Grant	$855,426	GrantAmt
Desc	FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$107,500	ExpenseAmt
Grant	$107,500	GrantAmt
Desc	FOR THE SUPPORT OF CATHOLIC CHARITIES, A 501(C)3 ORGANIZATION	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$66,000	ExpenseAmt
Grant	$66,000	GrantAmt
Desc	TO PROVIDE FOR THE FINANCIAL SECURITY OF RETIRED PRIESTS	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	DescDesc
$45,500	$45,500	DEBT REDUCTION: FOR THE REDUCTION OF DEBT OF THE DIOCESE OF SAN JOSE
$35,094	$35,094	PARISH SHARE: TO SUPPORT VARIOUS PARISH SOCIAL PROGRAMS AS WELL AS REPAIR AND MAINTENANCE NEEDS.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$80,594	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$80,594	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$1,109,520	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	5	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	6	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ORGANIZATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	4089955219	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 NORTH FIRST STREET NO 490	AddressLine1
City	SAN JOSE	City
State	CA	State
ZIP Code	95112	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
GERRY FERRARI
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JEROME BELLOTTI
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
KATHLEEN MULLER
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JOSEPH KRACKELER
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JOHN SOBRATO
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
JIM CASHMAN
BOARD MEMBER	1.00	Yes (X)	$0	$0	$0
RONALD G PELZEL
PRESIDENT	1.00		$0	$0	$0	Yes (X)
THOMAS HOGAN
SECRETARY	1.00		$0	$0	$0	Yes (X)
PATRICK WAITE
TREASURER	1.00		$0	$0	$0	Yes (X)
MARY QUILICI AUMACK
EXECUTIVE DIRECTOR	40.00		$165,348	$0	$10,716	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$165,348	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$10,716	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$1,452,702	AllOtherContributionsAmt
Noncash Contributions	$142,861	NoncashContributionsAmt
Total Contributions	$1,452,702	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$931,466	TotalRevenueColumnAmt
Related Or Exempt Func Income	$931,466	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,070,903	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$9,134,261	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$63,358	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$63,358	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$63,358	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER MISCELLANEOUS REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,650	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,650	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,650	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,325,460	TotalRevenueColumnAmt
Related Or Exempt Func Income	$872,758	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,109,520	TotalAmt
Program Services	$1,109,520	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$165,348	TotalAmt
Management And General	$82,674	ManagementAndGeneralAmt
Fundraising	$82,674	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$164,582	TotalAmt
Management And General	$127,332	ManagementAndGeneralAmt
Fundraising	$37,250	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,627	TotalAmt
Management And General	$17,405	ManagementAndGeneralAmt
Fundraising	$9,222	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$22,123	TotalAmt
Management And General	$14,082	ManagementAndGeneralAmt
Fundraising	$8,041	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,774	TotalAmt
Fundraising	$3,774	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$29,750	TotalAmt
Management And General	$29,750	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$196,048	TotalAmt
Management And General	$196,048	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$15,099	TotalAmt
Management And General	$15,099	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$24,777	TotalAmt
Management And General	$24,777	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$4,832	TotalAmt
Management And General	$4,832	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,831	TotalAmt
Management And General	$7,831	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$10,044	TotalAmt
Management And General	$9,431	ManagementAndGeneralAmt
Fundraising	$613	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
TELECOMMUNICATION	$40,580	$40,580
PRINTING AND REPRODUCTI	$28,080	$20,841	$7,239
FINANCIAL AND ADMINISTR	$7,570	$7,190	$380
OFFICE SUPPLIES	$4,969	$3,790	$1,179

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,657	TotalAmt
Management And General	$3,857	ManagementAndGeneralAmt
Fundraising	$1,800	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,867,211	TotalAmt
Program Services	$1,109,520	ProgramServicesAmt
Management And General	$605,519	ManagementAndGeneralAmt
Fundraising	$152,172	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,926,052	BOYAmt
EOY	$450,733	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$757,718	BOYAmt
EOY	$1,065,662	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$512,692	BOYAmt
EOY	$657,373	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$19,653	BOYAmt
EOY	$27,005	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$102,292	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$65,344	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,579	BOYAmt
EOY	$36,948	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$28,404,489	BOYAmt
EOY	$40,234,795	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$108,195	BOYAmt
EOY	$121,972	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$31,736,378	BOYAmt
EOY	$42,594,488	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$43,471	BOYAmt
EOY	$82,885	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$89,752	BOYAmt
EOY	$7,065	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,131,415	BOYAmt
EOY	$8,378,051	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,264,638	BOYAmt
EOY	$8,468,001	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,067,203	BOYAmt
EOY	$27,015,746	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$376,041	BOYAmt
EOY	$962,355	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,028,496	BOYAmt
EOY	$6,148,386	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$30,471,740	BOYAmt
EOY	$34,126,487	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$31,736,378	BOYAmt
EOY	$42,594,488	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$458,249	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,369,170	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$172,672	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Community Trust	Yes (X)	CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,027,553	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,262,528	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,544,035	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$602,070	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,452,702	CurrentTaxYearAmt
Total	$6,888,888	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,027,553	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,262,528	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,544,035	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$602,070	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,452,702	CurrentTaxYearAmt
Total	$6,888,888	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$6,888,888	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$627,572	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$868,707	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$977,617	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$948,697	CurrentTaxYearMinus1YearAmt
Current Tax Year	$931,466	CurrentTaxYearAmt
Total	$4,354,059	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$11,242,947	TotalSupportAmt
Public Support CY170	0.61270	PublicSupportCY170Pct
Public Support PY170	0.64360	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	2	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$251,400	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$500	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$238,449	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$23,032,978	BeginningYearBalanceAmt
Contributions	$121,193	ContributionsAmt
Investment Earnings Or Losses	$2,930,560	InvestmentEarningsOrLossesAmt
Other Expenditures	$829,926	OtherExpendituresAmt
End Year Balance	$25,254,805	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$21,029,662	BeginningYearBalanceAmt
Contributions	$726,833	ContributionsAmt
Investment Earnings Or Losses	$2,072,814	InvestmentEarningsOrLossesAmt
Other Expenditures	$796,331	OtherExpendituresAmt
End Year Balance	$23,032,978	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$21,006,287	BeginningYearBalanceAmt
Contributions	$770,494	ContributionsAmt
Investment Earnings Or Losses	$17,605	InvestmentEarningsOrLossesAmt
Other Expenditures	$764,725	OtherExpendituresAmt
End Year Balance	$21,029,661	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,898,266	BeginningYearBalanceAmt
Contributions	$1,294,633	ContributionsAmt
Investment Earnings Or Losses	$1,586,888	InvestmentEarningsOrLossesAmt
Other Expenditures	$773,500	OtherExpendituresAmt
End Year Balance	$21,006,287	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,190,886	BeginningYearBalanceAmt
Contributions	$8,361,245	ContributionsAmt
Investment Earnings Or Losses	$2,008,862	InvestmentEarningsOrLossesAmt
Other Expenditures	$662,727	OtherExpendituresAmt
End Year Balance	$18,898,266	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.72100	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.27900	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$102,292	InvestmentCostOrOtherBasisAmt
Depreciation	$65,344	DepreciationAmt
Book Value	$36,948	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$36,948	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
BENEFICIAL INTEREST PAYABLE	$302,727
BENEFICIAL ENDOWMENT	$8,075,324

Field	Value	IRS element (for citing)
Total Liability	$8,378,051	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$5,497,968	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$3,369,170	NetUnrealizedGainsInvstAmt
Other Revenue	-$614	OtherRevenueAmt
Revenue Not Reported	$3,368,556	RevenueNotReportedAmt
Revenue Subtotal	$2,129,412	RevenueSubtotalAmt
Investment Expenses Not Incld	$196,048	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$196,048	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,325,460	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,843,221	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$172,058	OtherExpensesIncludedAmt
Expenses Not Reported	$172,058	ExpensesNotReportedAmt
Expenses Subtotal	$1,671,163	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$196,048	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$196,048	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,867,211	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	INCREASE IN UNCOLLECTIBLE PLEDGE -614.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	UNCOLLECTIBLE PLEDGES 172,058.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
DIOCESE OF SAN JOSE
1150 N 1ST STREET SUITE 100	SAN JOSE	CA	95112	942734503	501(C)(3)	$107,500	GENERAL FINANCIAL SUPPORT
CATHOLIC CHARITIES
2625 ZANKER ROAD	SAN JOSE	CA	951342107	942762269	501(C)(3)	$1,001,520	GENERAL FINANCIAL SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	MARY QUILICI AUMACK	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$165,348	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$10,716	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$176,064	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$103,643	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, COLUMN (B):	FormAndLineReferenceDesc
Explanation	NUMBER OF CONTRIBUTIONS	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
FORM 990, PART XI, LINE 9:	UNCOLLECTIBLE PLEDGE -172,672.
FORM 990, PART XII, 2C	THE AUDIT COMMITTEE IS APPOINTED BY THE BOARD TO ASSIST IT IN DISCHARGING ITS OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE WILL OVERSEE THE FINANCIAL REPORTING PROCESS TO ENSURE THE BALANCE,TRANSPARENCY AND INTEGRITY OF PUBLISHED FINANCIAL INFORMATION. THE AUDIT COMMITTEE WILL ALSO REVIEW: 1) THE EFFECTIVENESS OF THE FOUNDATIONS INTERNAL FINANCIAL CONTROL AND RISK MANAGEMENT SYSTEM; 2)THE INDEPENDENT AUDIT PROCESS, INCLUDING RECOMMENDING THE APPOINTMENT AND ASSESSING THE PERFORMANCE OF THE EXTERNAL AUDITOR; 3) THE FOUNDATIONS PROCESS FOR MONITORING COMPLIANCE WITH LAWS AND REGULATIONS AFFECTING FINANCIAL REPORTING AND ITS CODE OF CONDUCT.