CENTRAL VALLEY COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CENTRAL VALLEY COMMUNITY FOUNDATION (EIN 77-0478025)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-29
- IRS object ID
- 201233039349300643
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-29T14:34:06-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Price Paige and Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 677 Scott Avenue | AddressLine1 |
| City | Clovis | City |
| State | CA | State |
| ZIP Code | 93612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770478025 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fresno Regional Foundation | BusinessNameLine1 |
| Business Name Line2 | A Corporation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRES | NameControl |
| Phone | 5592265600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 North Palm Avenue | AddressLine1 |
| City | Fresno | City |
| State | CA | State |
| ZIP Code | 93704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN DESANTIS | Name |
| Title | CEO | Title |
| Date Signed | 2012-10-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Fausto Hinojosa CPA CFE | Name |
| Phone | 5592999540 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12359199 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.fresnoregfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE QUALITY OF LIFE IN THE CENTRAL SAN JOAQUIN VALLEY BY PROMOTING CHARITABLE GIVING AND ASSISTING DONORS AND ADMINISTERING FUNDS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 8010046 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11627428 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 642212 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 641751 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2245874 | InvestmentIncomePriorYear |
| Investment Income Current Year | 90020 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10898132 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12359199 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5326033 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3530932 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 602059 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 577283 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 301213 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 978947 | OtherExpensePriorYear |
| Other Expenses Current Year | 1114165 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6907039 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5222380 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3991093 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7136819 | RevenuesLessExpensesCY |
| Total Assets BOY | 49504872 | TotalAssetsBOY |
| Total Assets EOY | 55695371 | TotalAssetsEOY |
| Total Liabilities BOY | 6893726 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5947406 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 42611146 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49747965 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE QUALITY OF LIFE IN THE CENTRAL SAN JOAQUIN VALLEY BY PROMOTING CHARITABLE GIVING AND ASSISTING DONORS AND ADMINISTERING FUNDS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4513075 | Expense |
| Grants | 3530932 | Grants |
| Description | SUPPORT FOR VARIOUS COMMUNITY SERVICES, INCLUDING EDUCATION, HEALTH, CULTURAL AND ENVIRONMENTAL PROGRAMS. | Description |
| Total Program Service Expense | 4513075 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Fresno Regional Foundation | NamePerson |
| Telephone Number | 5592265600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 N Palm Avenue Ste 424 | AddressLine1 |
| City | Fresno | City |
| State | CA | State |
| ZIP Code | 93704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (2 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|
| SEE ATTACHED | |||||
| VARIOUS | 2.00 | 0 | 0 | 0 | |
| DAN DESANTIS | |||||
| CEO | 40.00 | 145250 | 0 | 0 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 145250 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 11627428 | AllOtherContributions |
| Noncash Contributions | 90227 | NoncashContributions |
| Total Contributions | 11627428 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Assessment | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 641751 | TotalRevenueColumn |
| Related Or Exempt Function Income | 641751 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 641751 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90020 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90020 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12359199 | TotalRevenueColumn |
| Related Or Exempt Function Income | 731771 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3530932 | Total |
| Program Services | 3530932 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145250 | Total |
| Program Services | 29050 | ProgramServices |
| Management And General | 14525 | ManagementAndGeneral |
| Fundraising | 101675 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331430 | Total |
| Program Services | 136743 | ProgramServices |
| Management And General | 159010 | ManagementAndGeneral |
| Fundraising | 35677 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5477 | Total |
| Program Services | 1905 | ProgramServices |
| Management And General | 1994 | ManagementAndGeneral |
| Fundraising | 1578 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95126 | Total |
| Program Services | 33085 | ProgramServices |
| Management And General | 34631 | ManagementAndGeneral |
| Fundraising | 27410 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85237 | Total |
| Program Services | 85237 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17142 | Total |
| Program Services | 5962 | ProgramServices |
| Management And General | 6241 | ManagementAndGeneral |
| Fundraising | 4939 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42558 | Total |
| Program Services | 14802 | ProgramServices |
| Management And General | 15493 | ManagementAndGeneral |
| Fundraising | 12263 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183702 | Total |
| Program Services | 63893 | ProgramServices |
| Management And General | 66877 | ManagementAndGeneral |
| Fundraising | 52932 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6844 | Total |
| Program Services | 2380 | ProgramServices |
| Management And General | 2492 | ManagementAndGeneral |
| Fundraising | 1972 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12750 | Total |
| Program Services | 12750 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10645 | Total |
| Program Services | 3703 | ProgramServices |
| Management And General | 3875 | ManagementAndGeneral |
| Fundraising | 3067 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13523 | Total |
| Program Services | 4703 | ProgramServices |
| Management And General | 4923 | ManagementAndGeneral |
| Fundraising | 3897 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SCHOLARSHIPS | 95810 | 95810 | ||
| PROJECT CONSULTANTS | 53157 | 18488 | 19352 | 15317 |
| EDUCATION AND TRAINING | 28132 | 9785 | 10241 | 8106 |
| ADMINISTRATIVE ASSESSMENT | 390333 | 390333 | ||
| ACCOUNTING AND LEGAL FEES | 50501 | 17565 | 18385 | 14551 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123831 | Total |
| Program Services | 55949 | ProgramServices |
| Management And General | 50053 | ManagementAndGeneral |
| Fundraising | 17829 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5222380 | Total |
| Program Services | 4513075 | ProgramServices |
| Management And General | 408092 | ManagementAndGeneral |
| Fundraising | 301213 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2313761 | BOY |
| EOY | 3251342 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 251158 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5638799 | BOY |
| EOY | 6161428 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2531 | BOY |
| EOY | 237 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36279 | BOY |
| EOY | 42948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1879479 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 111757 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1778367 | BOY |
| EOY | 1767722 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20123588 | BOY |
| EOY | 22456146 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450000 | BOY |
| EOY | 926250 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19161547 | BOY |
| EOY | 20838140 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49504872 | BOY |
| EOY | 55695371 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22656 | BOY |
| EOY | 32689 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261813 | BOY |
| EOY | 122900 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 1000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6109257 | BOY |
| EOY | 4791817 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6893726 | BOY |
| EOY | 5947406 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7142570 | BOY |
| EOY | 8578159 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24867558 | BOY |
| EOY | 28916697 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10601018 | BOY |
| EOY | 12253109 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42611146 | BOY |
| EOY | 49747965 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49504872 | BOY |
| EOY | 55695371 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 7136819 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23731610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9216639 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6885550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8545065 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11648844 | CurrentTaxYear |
| Total | 60027708 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23731610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9216639 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6885550 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8545065 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11648844 | CurrentTaxYear |
| Total | 60027708 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 60027708 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 995081 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 856384 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 590765 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 766595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1130091 | CurrentTaxYear |
| Total | 4338916 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 64366624 | TotalSupport |
| Public Support Pertcentage170 | 0.93260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 57 | NumberDAFsHeld |
| Number Funds Held | 127 | NumberFundsHeld |
| Donor Advised Contributions | 2998640 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 9270540 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1701514 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1925227 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 7432425 | AggregateDAFValue |
| Aggregate Fund Value | 42365541 | AggregateFundValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11208646 | BeginningOfYearBalance |
| Contributions | 2685115 | Contributions |
| Investment Earnings Or Losses | 75485 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 294334 | GrantsOrScholarships |
| Other Expenditures | 15870 | OtherExpenditures |
| Administrative Expenses | 246725 | AdministrativeExpenses |
| End Of Year Balance | 13412317 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10153018 | BeginningOfYearBalance |
| Contributions | 355675 | Contributions |
| Investment Earnings Or Losses | 1108710 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 65130 | GrantsOrScholarships |
| Other Expenditures | 146057 | OtherExpenditures |
| Administrative Expenses | 197570 | AdministrativeExpenses |
| End Of Year Balance | 11208646 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4447235 | BeginningOfYearBalance |
| Contributions | 4447488 | Contributions |
| Investment Earnings Or Losses | 1411028 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 16482 | GrantsOrScholarships |
| Other Expenditures | 673 | OtherExpenditures |
| Administrative Expenses | 135577 | AdministrativeExpenses |
| End Of Year Balance | 10153018 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.06450 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.93550 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1756816 | OtherCostOrOtherBasis |
| Book Value | 1756816 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14892 | OtherCostOrOtherBasis |
| Depreciation | 14892 | Depreciation |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107771 | OtherCostOrOtherBasis |
| Depreciation | 96865 | Depreciation |
| Book Value | 10906 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1767722 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM RELATED INVESTMENT | Description |
| Book Value | 926250 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Note Receivable | 1493537 |
| INTEREST IN NET ASSETS OF SUPPORTING ORG | 19344603 |
| BRIDGE LOAN RECEIVABLE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20838140 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Pledge Payable | $2,450,811 |
| AGENCY & TRUST FUNDS | $2,341,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4791817 | TotalOfAmounts |
| Total Revenue | 12359199 | TotalRevenue |
| Total Expenses | 5222380 | TotalExpenses |
| Excess Or Deficit For Year | 7136819 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 7136819 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12359199 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 12359199 | RevenueSubtotal |
| Total Revenue Per Form990 | 12359199 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5222380 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5222380 | ExpensesSubtotal |
| Total Expenses Per Form990 | 5222380 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 | Identifier |
| Return Reference | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | ReturnReference |
| Explanation | TRANSFER OUT OF ENDOWMENTS TO OTHER CUSTODIAN $ -0 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1 |
| City | SEE ATTACHED | City |
| State | CA | State |
| ZIP Code | 93704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Of Cash Grant | 3530932 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 196 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 18 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 90227 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Trade Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | INVESTMENT BROKER FIRMS ARE UTILIZED TO SELL CONTRIBUTIONS OF PUBLICLY TRADED STOCK | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | financial statements published wiTH year end brochure, governing documents and policies, POSTED ON ORGANIZATIONS WEBSITE AND are available upon request. |
| Form 990, Part VI, Line 12c | 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 11 | Form 990, Part VI, Line 11: 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDNA LAKE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 N PALM AVE SUITE 424 | AddressLine1 |
| City | FRESNO | City |
| State | CA | State |
| ZIP Code | 93704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392072666 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| EOY Assets | 1600000 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRESNO REGIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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