2012-11-14T16:21:25-08:00 2011-12-31 Croce & Company Accntcy Corp Post Office Box 1607 Stockton CA 952011607 990 2011-01-01 261476916 Community Foundation of San Joaquin Inc COMM 2099432375 217 North San Joaquin Street Stockton CA 95202 Linda J Philipp 2012-11-14 true Anna M Lovecchio 2099432222 2011 2016-02-24 21:20:13Z Linda J Philipp 217 North San Joaquin Street Stockton CA 95202 1730540 false false X www.cfosj.org X 2007 CA The Community Foundation of San Joaquin provides leadership, promotes a culture of giving and creates resources that address the needs of the community. 11 11 3 1 0 2632433 341558 0 -55548 -6167 27645 36180 2604530 371571 129800 153100 0 44913 102082 0 0 69409 172438 244122 427620 2360408 -56049 2680781 2783562 11095 204274 2669686 2579288 X The Community Foundation of San Joaquin provides leadership, promotes a culture of giving and creates resources that address the needs of the community. true false 153100 153100 During 2011, the Foundation donated $153,100 in grants to various non profit organizations located primarily in San Joaquin County. 38575 45400 The Foundation held the Community Philanthropy Summit, which is an all day forum for donors, not for profit organizations and estate planners. 191675 true true false false false true false false true false true false false false false false false false false false false false false false false false false true false false false false false false false false false false false false true true false false false true false false false false false true 0 0 false 3 true false false false false false false false false false false false 0 false false false true false false false false false false false X 11 11 false false false false false false false true true false false false true true true true true true true false false false CA X X Linda J Philipp 2099432375 217 North San Joaquin Street Stockton CA 95202 Cynthia Souza 1.00 X 0 0 0 Scott Beattie 1.00 X X 0 0 0 Teresa L Mandella 1.00 X X 0 0 0 David Vaughn 1.00 X X 0 0 0 Duane Isetti 1.00 X X 0 0 0 David M Vaccarezza 1.00 X 0 0 0 Ted Leland 1.00 X 0 0 0 John R Vera 1.00 X 0 0 0 Diana L Slawson 1.00 X 0 0 0 Charles G Patmon III 1.00 X 0 0 0 Robert Kavanaugh 1.00 X 0 0 0 Linda J Philipp 40.00 X 82667 0 0 Linda A Guinn 1.00 X 0 0 0 82667 0 false false false 0 341558 108345 341558 0 69570 69570 0 0 0 1283232 1358969 -75737 -75737 -75737 0 0 0 ADMINISTRATIVE FEES 900001 36180 36180 36180 371571 30013 153100 153100 0 0 0 91084 91084 0 0 0 3384 3384 7614 7614 0 138 138 13500 13500 0 0 46464 46464 0 13074 13074 600 600 0 0 0 3191 3191 0 4496 4496 0 0 4514 4514 3709 3709 OFFICE RENT 6000 6000 EQUIP. RENTAL & MAINTENANCE 8704 8704 DONOR CULTIVATION 3798 3798 CONSULTING SERVICES 15000 15000 COMMUNITY PHILANTHROPY SUMMIT 38575 38575 10675 10675 427620 191675 235945 0 99945 21098 324343 222790 0 0 0 0 0 0 0 108345 4514 103831 2256493 2435843 0 0 0 0 2680781 2783562 11095 8388 195886 11095 204274 X 2351862 443618 312824 2135670 5000 2669686 2579288 2680781 2783562 X -56049 -34349 X true false true X false false X 185500 74000 243735 341558 844793 0 0 185500 74000 243735 341558 844793 0 844793 126 3369 35801 69570 108866 0 841 27645 36180 64666 1018325 X 0.00000 Part II, Line 10--Other income is received as a service fee for the management of donor-advised and temporarily restricted investment funds. This fee is charged for all services and custodial investment management. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 171193 144100 2135670 true true false true 108345 4514 103831 103831 Part IV, Line 2b Part IV, Line 2b: Explanation of escrow account liability The Foundation receives and distributes assets under certain agency fund agreements in which not for profit organizations establish funds in which they are specified as the beneficiary of the funds. true Womens Center of San Joaquin 620 N San Joaquin Street Stockton CA 95202 942341360 501(c)(3) 8500 0 FMV General Charitable Giving University of the Pacific 3601 Pacific Avenue Stockton CA 95211 941156266 501(c)(3) 10400 0 FMV General Charitable Giving Stockton Shelter for Homeless 411 Harrison Street Stockton CA 95203 680095693 501(c)(3) 7500 0 FMV General Charitable Giving St Marys Interfaith 545 West Sonora Street Stockton CA 95203 942687280 501(c)(3) 7500 0 FMV General Charitable Giving SJC Office of Edu Fdn Post Office Box 213030 Stockton CA 95213 680342748 501(c)(3) 14000 0 FMV General Charitable Giving oneTLC School Post Office Box 692383 Stockton CA 95269 270881466 501(c)(3) 10000 0 FMV General Charitable Giving Mary Graham Children Shelter Post Office Box 96 French Camp CA 95231 943377000 501(c)(3) 7500 0 FMV General Charitable Giving Child Abuse Prevention Cncl Post Office Box 1257 Stockton CA 95201 942497046 501(c)(3) 5200 0 FMV General Charitable Giving 8 0 Robert Kavanaugh Director See Part V below false David M Vaccarezza Director See Part V below false Charles G Patmon III Director See Part V below false Linda A Guinn Officer See Part V below false During 2011 the Foundation was a party to business transactions with CB Merchant Services, of which the above noted individuals were directors/officers. The Foundation paid CB Merchant Services $6,000 for rent of office space and $9,000 for accounting services provided. X 1 108345 FMV 1 false true false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The organization's governing documents, policies, and financial statements are available to the public upon request. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Board of Directors approves the CEO's compensation based on comparable compensation for similar positions within various other not for profit organizations as well as the time devoted to the Organization. The Board reviews the CEO's compensation at the expiration of the CEO's contract. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process The Organization's financial statements are discussed and approved by the Board of Directors prior to the filing of the Organization's annual Form 990. The financial statements are the basis for the information reported. When the Organization's Form 990 has been prepared, the CEO/President and Vice President review and discuss the information and provide each Director and Officer with a copy to review prior to filing the returns. Form 990, Part III, Line 2 Form 990, Part III, Line 2: New Services The Foundation held the Community Philanthropy Summit, which is an all day forum for donors, not for profit organizations and estate planners. Community Foundation of San Joaquin LLC 217 North San Joaquin Street Stockton CA 95202 261476916 Holding Donated Real Estate/Property CA 108345 107449 Community Foundation of San Joaquin Inc false false false false false false false false false false false false false false false false false false