CABRILLO EDUCATION FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CABRILLO EDUCATION FOUNDATION (EIN 94-2976402)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202611319349306761
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T22:09:42-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823120630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COASTSIDE TAX CONSULTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1225 CABRILLO HWY S STE 105DAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942976402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CABRILLO EDUCATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCABRBusinessNameControlTxt
Phone6502867811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 354AddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE IZZARELLIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6503390370PhoneNum
Signature2026-05-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY CHONGPreparerPersonNm
PTINP00787696PTIN
Phone6507135089PhoneNum
Preparation2026-05-06PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE IZZARELLIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1214 FILBERT STREETAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$326,796GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CEFFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionCEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$164,551PYContributionsGrantsAmt
CY Contributions Grants$177,564CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$100,962PYInvestmentIncomeAmt
CY Investment Income$82,339CYInvestmentIncomeAmt
PY Other Revenue$48,438PYOtherRevenueAmt
CY Other Revenue$50,012CYOtherRevenueAmt
PY Total Revenue$313,951PYTotalRevenueAmt
CY Total Revenue$309,915CYTotalRevenueAmt
PY Grants And Similar Paid$167,079PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$168,333CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$150,464PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$159,443CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$44,644CYTotalFundraisingExpenseAmt
PY Other Expenses$78,404PYOtherExpensesAmt
CY Other Expenses$87,828CYOtherExpensesAmt
PY Total Expenses$395,947PYTotalExpensesAmt
CY Total Expenses$415,604CYTotalExpensesAmt
PY Revenues Less Expenses-$81,996PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$105,689CYRevenuesLessExpensesAmt
Total Assets BOY$3,514,633TotalAssetsBOYAmt
Total Assets EOY$3,816,149TotalAssetsEOYAmt
Total Liabilities BOY$9,435TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,085TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,505,198NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,806,064NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$314,696ExpenseAmt
Grant$168,333GrantAmt
DescCEF ACHIEVEMENTS FOR 2025 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDED PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING THREE VITAL EDUCATION PILLARS: SCIENCE, MATH, AND COLLEGE & CAREER READINESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDED YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. SCIENCE PROGRAMS: APPROXIMATELY 2000 STUDENTS BENEFITED FROM DEDICATED FACULTY-DIRECTED MONTHLY COLLABORATION TIME TO ASSIST DISTRICT SCIENCE TEACHERS FROM 5TH GRADE TO 12TH GRADE IN BECOMING MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH THE SCHOOL DISTRICT TO PROVIDE 107,000 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION FOR THE 9TH YEAR. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER CONTINUED TO TEACH 5TH GRADE LAB SCIENCE TO APPROXIMATELY 250 STUDENTS AT ALL FOUR ELEMENTARY SCHOOLS. MATH PROGRAM: CEF FUNDING SUPPORTED THE 6TH - 12TH GRADE MATH TEACHERS IN A MONTHLY COLLABORATION, WHICH WAS KEY TO CONTINUE TO ALIGN THE NEW CURRICULUM ADOPTION. COLLEGE & CAREER READINESS: CEF FUNDED THE REAL LIFE LEARNING (RLL) COORDINATOR AND PROGRAM AT HALF MOON BAY HS, WHICH GIVES ALL HIGH SCHOOL STUDENTS OPPORTUNITIES TO EXPLORE CAREER PATHWAYS THROUGH COMMUNITY SERVICE AND WORK-BASED LEARNING. INNOVATION GRANTS: CEF FUNDED 11 INNOVATION GRANTS (1000 EACH) TO TEACHERS WITHIN THE CUSD SCHOOLS. THESE GRANTS ALLOW TEACHERS TO THINK OUTSIDE OF THEIR STANDARD CURRICULUM. FOR EXAMPLE, FUNDING PROVIDES ENGAGING MATERIALS FOR THE 5TH GRADE SCIENCE CURRICULUM, EDUCATIONAL GAMES & SUPPLIES TO HELP DEVELOP BASIC STEM SKILLS, AND A HORSE CLASS FOR THE STUDENTS AT PILARCITOS, THE CUSD ALTERNATIVE HIGH SCHOOL. COASTSIDE FUTURES/SCHOLARSHIPS: IN 2025, CEF CONTINUED ITS COLLABORATION WITH COLLEGE FUTURES IN THE COASTSIDE FUTURES INITIATIVE. COLLEGE SCHOLARSHIPS FROM 1,000 TO 5,000 WERE GRANTED TO 15 UNDER RESOURCED STUDENTS AT HALF MOON BAY HIGH SCHOOL TO FURTHER THEIR EDUCATION.Desc
Total Program Service Expenses$314,696TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEPHANIE IZZARELLIPersonNm
Phone8313458900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1214 FILBERT STREETAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALLAN SMITH
PRESIDENT/SE4.00Yes (X)$0$0$0
CARRIE BLANTON
VICE PRESIDE4.00Yes (X)$0$0$0
STEPHANIE IZZARELLI
TREASURER4.00Yes (X)$0$0$0
JOY DARDENELLE
DIRECTOR4.00$0$0$0Yes (X)
CORRINE BUCHER
EXECUTIVE DI40.00$112,750$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$112,750TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$177,564AllOtherContributionsAmt
Total Contributions$177,564TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,339TotalRevenueColumnAmt
Exclusion$82,339ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$66,674FundraisingGrossIncomeAmt
Fundraising Direct Expenses$16,881FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,793TotalRevenueColumnAmt
Exclusion$49,793ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CC CASH BACK REWARDS$165$165
STATE FUND INSURANCE REFUND$54$54
FieldValueIRS element (for citing)
Other Revenue Total$219OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$309,915TotalRevenueColumnAmt
Exclusion$132,351ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$168,333TotalAmt
Program Services$168,333ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$112,750TotalAmt
Program Services$67,650ProgramServicesAmt
Management And General$13,530ManagementAndGeneralAmt
Fundraising$31,570FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,405TotalAmt
Program Services$23,043ProgramServicesAmt
Management And General$4,609ManagementAndGeneralAmt
Fundraising$10,753FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,288TotalAmt
Program Services$4,972ProgramServicesAmt
Management And General$995ManagementAndGeneralAmt
Fundraising$2,321FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,166TotalAmt
Management And General$8,166ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,976TotalAmt
Management And General$17,976ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,590TotalAmt
Program Services$1,590ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4TotalAmt
Management And General$4ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$450TotalAmt
Management And General$450ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,941TotalAmt
Management And General$2,941ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
COASTSIDE PROMISE$31,500$31,500
INNOVATION GRANT$11,210$11,210
VALHALLA AG PROGRAM$6,148$6,148
DUES, FEES, LICENSES$5,159$5,159

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,684TotalAmt
Program Services$250ProgramServicesAmt
Management And General$2,434ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$415,604TotalAmt
Program Services$314,696ProgramServicesAmt
Management And General$56,264ManagementAndGeneralAmt
Fundraising$44,644FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,726BOYAmt
EOY$25,371EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$85,458BOYAmt
EOY$103,834EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,012BOYAmt
EOY$8,089EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,404,437BOYAmt
EOY$3,678,755EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,514,633BOYAmt
EOY$3,816,149EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,435BOYAmt
EOY$10,085EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,435BOYAmt
EOY$10,085EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$882,301BOYAmt
EOY$300,866EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,622,897BOYAmt
EOY$3,505,198EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,505,198BOYAmt
EOY$3,806,064EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,514,633BOYAmt
EOY$3,816,149EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$105,689ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$406,555NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$296,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$221,020CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,551CurrentTaxYearMinus1YearAmt
Current Tax Year$177,564CurrentTaxYearAmt
Total$1,039,278TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$296,611CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$221,020CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$179,532CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,551CurrentTaxYearMinus1YearAmt
Current Tax Year$177,564CurrentTaxYearAmt
Total$1,039,278TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,039,278PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,783CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,372CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,962CurrentTaxYearMinus1YearAmt
Current Tax Year$82,339CurrentTaxYearAmt
Total$334,938TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2CurrentTaxYearMinus4YearsAmt
Total$2TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,936CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,943CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,430CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,773CurrentTaxYearMinus1YearAmt
Current Tax Year$66,893CurrentTaxYearAmt
Total$313,975TotalAmt
FieldValueIRS element (for citing)
Total Support$1,688,193TotalSupportAmt
Public Support CY1700.61560PublicSupportCY170Pct
Public Support PY1700.63960PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING EVENTS 247,082ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,403,894BeginningYearBalanceAmt
Contributions$188,008ContributionsAmt
Investment Earnings Or Losses$488,895InvestmentEarningsOrLossesAmt
Grants Or Scholarships$207,543GrantsOrScholarshipsAmt
Other Expenditures$147,498OtherExpendituresAmt
Administrative Expenses$47,001AdministrativeExpensesAmt
End Year Balance$3,678,755EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,219,818BeginningYearBalanceAmt
Contributions$191,000ContributionsAmt
Investment Earnings Or Losses$356,156InvestmentEarningsOrLossesAmt
Grants Or Scholarships$193,597GrantsOrScholarshipsAmt
Other Expenditures$120,934OtherExpendituresAmt
Administrative Expenses$48,548AdministrativeExpensesAmt
End Year Balance$3,403,894EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,816,126BeginningYearBalanceAmt
Contributions$172,984ContributionsAmt
Investment Earnings Or Losses$585,978InvestmentEarningsOrLossesAmt
Grants Or Scholarships$223,838GrantsOrScholarshipsAmt
Other Expenditures$100,015OtherExpendituresAmt
Administrative Expenses$31,415AdministrativeExpensesAmt
End Year Balance$3,219,818EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,573,853BeginningYearBalanceAmt
Contributions$221,020ContributionsAmt
Investment Earnings Or Losses-$603,747InvestmentEarningsOrLossesAmt
Grants Or Scholarships$212,617GrantsOrScholarshipsAmt
Other Expenditures$158,705OtherExpendituresAmt
Administrative Expenses$3,678AdministrativeExpensesAmt
End Year Balance$2,816,126EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,216,267BeginningYearBalanceAmt
Contributions$235,242ContributionsAmt
Investment Earnings Or Losses$497,447InvestmentEarningsOrLossesAmt
Grants Or Scholarships$202,745GrantsOrScholarshipsAmt
Other Expenditures$146,423OtherExpendituresAmt
Administrative Expenses$25,934AdministrativeExpensesAmt
End Year Balance$3,573,853EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED PTO$9,900
ACCOUNTS PAYABLE$115
CREDIT CARDS$70
FieldValueIRS element (for citing)
Total Liability$10,085TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 2, PART V, LINE 4FormAndLineReferenceDesc
ExplanationTHE CABRILLO EDUCATION FOUNDATION ENDOWMENT FUND IS DESIGNED TO PROVIDE A LONG TERM, STABLE SOURCE OF UNRESTRICTED INCOME TO THE SCHOOLS WITHIN THE CABRILLO UNIFIED SCHOOL DISTRICT. EVERY DONATION IS A LASTING GIFT THAT WILL BENEFIT OUR STUDENTS AND COMMUNITY FOR GENERATIONS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CORNHOLE AND OTEvent1Nm
Gross Receipts Event1$66,674GrossReceiptsEvent1Amt
Gross Revenue Event1$66,674GrossRevenueEvent1Amt
Other Direct Expenses Event1$16,881OtherDirectExpensesEvent1Amt
Gross Receipts Total$66,674GrossReceiptsTotalAmt
Gross Revenue Total Events$66,674GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$16,881OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$16,881DirectExpenseSummaryEventsAmt
Net Income Summary$49,793NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CABRILLO UNIFIED SCHOOL DISTRICTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1498 KELLY AVENUEAddressLine1Txt
CityHALF MOON BAYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94019ZIPCd
FieldValueIRS element (for citing)
IRC SectionGOVIRCSectionDesc
Cash Grant$164,362CashGrantAmt
Purpose Of GrantVARIOUS PROGRAMSPurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONCEF IS SERVING AS A STUDENT SUCCESS INNOVATION FUND TO PROMOTE NEW, CREATIVE AND POWERFUL INITIATIVES TO IMPROVE STUDENTS' EDUCATION IN OUR COMMUNITY. IT IS AN ADVOCATE FOR AND FUNDS HIGH LEVERAGE PROGRAMS THAT HAVE WELL DEFINED OUTCOMES AND CAN MAKE "BIG IMPACTS" FOR STUDENT SUCCESS. IN COLLABORATION WITH COASTSIDE SCHOOL DISTRICTS, CEF IDENTIFIES CLEAR GOALS, STRATEGIES, AND RESOURCES REQUIRED FOR EACH INITIATIVE TO ACHIEVE RESULTS. THERE ARE SEVERAL MAJOR THEMES FOR CEF BASIC GRANT MAKING AT THIS TIME: - LITERACY (K-3) - COLLEGE AND CAREER READINESS (AVID 6TH - 12TH GRADES, SCIENCE, SOCIAL AND EMOTIONAL WELL BEING) - LEARNING AND ENRICHMENT (INNOVATION GRANTS) GRANTS IN THESE AREAS HAVE FUNDED AND PROMOTED TEACHER PROFESSIONAL DEVELOPMENT AND INFORMATIONAL LIBRARIES THAT SIGNIFICANTLY INCREASE OUR STUDENTS' READING PROFICIENCY BY THE END OF THIRD GRADE. CEF HAS ALSO BEEN ABLE TO EXPAND THE OUTCOME BASED COLLEGE AND CAREER READINESS PROGRAM (AVID) FROM 6TH THROUGH 12TH GRADE. CEF LEVERAGES THE POWER OF ITS ANNUAL ENDOWMENT DISTRIBUTION TO ADD NEW PROGRAMS SUCH AS ITS INNOVATION GRANTS TO BOTH CUSD FACULTY AND STUDENTS. THESE GRANTS SEEK TO IDENTIFY AND SUPPORT TEACHER AND STUDENT INNOVATIONS THAT CAN BE GAMECHANGERS AND POTENTIALLY TAKEN TO SCALE.
FORM 990, PAGE 2, PART III, LINE 4ACEF ACHIEVEMENTS FOR 2025 THE CABRILLO EDUCATION FOUNDATION (CEF) FUNDED PROGRAM SERVICES FOR 3,200 CABRILLO UNIFIED SCHOOL DISTRICT STUDENTS COVERING THREE VITAL EDUCATION PILLARS: SCIENCE, MATH, AND COLLEGE & CAREER READINESS. IN ADDITION TO SUPPORTING CRITICAL SCHOOL PROGRAMS, CEF ALSO PROVIDED YEARLY TEACHER INNOVATION GRANTS AND COASTSIDE FUTURES STUDENT SCHOLARSHIPS. SCIENCE PROGRAMS: APPROXIMATELY 2000 STUDENTS BENEFITED FROM DEDICATED FACULTY-DIRECTED MONTHLY COLLABORATION TIME TO ASSIST DISTRICT SCIENCE TEACHERS FROM 5TH GRADE TO 12TH GRADE IN BECOMING MODELS AND EXPERTS IN NEXT GENERATION SCIENCE STANDARDS. CEF PARTNERED WITH THE SCHOOL DISTRICT TO PROVIDE 107,000 FOR A 5TH GRADE SCIENCE SPECIALIST POSITION FOR THE 9TH YEAR. WITH THE SUPPORT OF CEF, THE 5TH GRADE SCIENCE TEACHER CONTINUED TO TEACH 5TH GRADE LAB SCIENCE TO APPROXIMATELY 250 STUDENTS AT ALL FOUR ELEMENTARY SCHOOLS. MATH PROGRAM: CEF FUNDING SUPPORTED THE 6TH - 12TH GRADE MATH TEACHERS IN A MONTHLY COLLABORATION, WHICH WAS KEY TO CONTINUE TO ALIGN THE NEW CURRICULUM ADOPTION. COLLEGE & CAREER READINESS: CEF FUNDED THE REAL LIFE LEARNING (RLL) COORDINATOR AND PROGRAM AT HALF MOON BAY HS, WHICH GIVES ALL HIGH SCHOOL STUDENTS OPPORTUNITIES TO EXPLORE CAREER PATHWAYS THROUGH COMMUNITY SERVICE AND WORK-BASED LEARNING. INNOVATION GRANTS: CEF FUNDED 11 INNOVATION GRANTS (1000 EACH) TO TEACHERS WITHIN THE CUSD SCHOOLS. THESE GRANTS ALLOW TEACHERS TO THINK OUTSIDE OF THEIR STANDARD CURRICULUM. FOR EXAMPLE, FUNDING PROVIDES ENGAGING MATERIALS FOR THE 5TH GRADE SCIENCE CURRICULUM, EDUCATIONAL GAMES & SUPPLIES TO HELP DEVELOP BASIC STEM SKILLS, AND A HORSE CLASS FOR THE STUDENTS AT PILARCITOS, THE CUSD ALTERNATIVE HIGH SCHOOL. COASTSIDE FUTURES/SCHOLARSHIPS: IN 2025, CEF CONTINUED ITS COLLABORATION WITH COLLEGE FUTURES IN THE COASTSIDE FUTURES INITIATIVE. COLLEGE SCHOLARSHIPS FROM 1,000 TO 5,000 WERE GRANTED TO 15 UNDER RESOURCED STUDENTS AT HALF MOON BAY HIGH SCHOOL TO FURTHER THEIR EDUCATION.
FORM 990, PART VITHE BOARD HAS A WRITTEN POLICY FOR DOCUMENT RETENTION AND DESTRUCTION.
FORM 990, PAGE 6, PART VI, LINE 11BTHE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE DRAFT FORM 990 IN DETAIL. ONCE THEY APPROVE THE DRAFT, A DRAFT 990 IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW.
FORM 990, PAGE 6, PART VI, LINE 12CDIRECTORS ARE MONITORED ANNUALLY FOR CONFLICT OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15ATHE HUMAN RESOURCE COMMITTEE MEETS AT LEAST ANNUALLY AND CONDUCTS A PERFORMANCE AND COMPENSATION REVIEW OF THE EXECUTIVE DIRECTOR.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.

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