2024-11-14T15:28:24-06:00 2023-12-31 952302617 SINGERLEWAK LLP 160 W SANTA CLARA ST STE 600 SAN JOSE CA 95113 990 2023-01-01 770252014 SANTA CLARA COUNTY REALTORS FOUNDATION SANT 4084458500 1651 NORTH FIRST STREET SAN JOSE CA 95112 ANNA TRUONG LOPEZ TREASURER 4084458500 2024-11-12 1 0 JEROME BELLOTTI P00846805 4082943924 2024-11-12 2023 2024-10-15 13:58:12Z ANNA TRUONG LOPEZ 1651 NORTH FIRST STREET SAN JOSE CA 95112 169655 0 X HTTPS://WWW.SCCRFOUNDATION.ORG X 1990 CA TO BRING ORGANIZED REAL ESTATE TOGETHER BY INVESTING IN OUR NEIGHBORHOODS WITH COMPASSION, FORESIGHT, AND ACTION. TO UNITE REALTORS INTO MAKING A DIFFERENCE BY HELPING FAMILIES, REVIATLIZING OUR COMMUNITIES, AND ASSISTING IN DISASTER RELIEF. 19 19 0 50 0 0 162758 91789 0 0 4185 6479 -20809 15991 146134 114259 131054 166913 0 0 0 0 0 0 0 15740 29041 146794 195954 -660 -81695 334318 261119 2250 3547 332068 257572 X THE FOUNDATION INVESTS IN THE COMMUNITY BY HELPING NONPROFIT ORGANIZATIONS THAT FOCUS ON 0 0 14950 14950 CAN TREE SCHOLARSHIP GOLF TOURNAMENT & BANQUET - 104 ATTENDEES. PURPOSE WAS TO RAISE FUNDS FOR COLLEGE SCHOLARSHIPS TO LOCAL SOUTH COUNTY YOUTH. SCHOLARSHIP GRANTS WERE GIVEN OUT TO 27 LOCAL YOUTH. 34933 34933 FOUNDATION GOLF TOURNAMENT - GOLF TOURNAMENT & BANQUET - 120 ATTENDEES. PURPOSE WAS TO RAISE FUNDS FOR THE FOUNDATION GENERAL FUND TO COMPLETE ITS MISSION: TO BRING ORGANIZED REAL ESTATE TOGETHER BY INVESTING IN OUR NEIGHBORHOODS WITH COMPASSION, FORESIGHT, AND ACTION. TO UNITE REALTORS INTO MAKING A DIFFERENCE BY HELPING FAMILIES, REVITALIZING OUR COMMUNITIES, AND ASSISTING IN DISASTER RELIEF. GRANTS GIVEN OUT TO 16 CHARITIES IN 2023. 70000 70000 DOWN PAYMENT ASSISTANCE PROGRAM - PURPOSE WAS TO RAISE FUNDS FOR THE DOWN PAYMENT ASSISTANCE PROGRAM TO HELP FIRST TIME HOME BUYERS IN THE AREA. GRANTS WERE GIVEN OUT TO 3 APPROVED FIRST TIME HOME BUYERS. 48116 47030 SMALLER FUNDRAISER PROFITS GRANTED OUT IE HOMELESS CHALLENGE AND PUMPKIN EVENT. GENERAL CONTRIBUTIONS AND GRANTS GIVEN OUT TO MULTIPLE CHARITIES AS APPROVED BY THE GRANT COMMITTEE. 48116 47030 167999 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 4084458500 1651 N FIRST STREET SAN JOSE CA 95112 VINCE TRAC DIRECTOR/CHAIR 1.50 X X 0 0 0 JENNIFER RUTHERFORD DIRECTOR/VICE-CHAIR 1.00 X X 0 0 0 JIAN SHIBIGGE DIRECTOR/TREASURER 1.50 X X 0 0 0 CELESTE MARTINO UNTIL 082023 DIRECTOR/SECRETARY 1.00 X X 0 0 0 OANH NGUYEN UNTIL 082023 DIRECTOR/PRESIDENT 2.00 X X 0 0 0 SAVANAH SANCHEZ UNTIL 092023 DIRECTOR/PRESIDENT ELECT 1.00 X X 0 0 0 JENA LOCKWOOD DIRECTOR/TREASURER 1.00 X X 0 0 0 JENN VAN GUNDY DIRECTOR/VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM CHEA DIRECTOR 1.00 X 0 0 0 MICHELLE PERRY DIRECTOR 1.00 X 0 0 0 WILLIAM REHBOCK DIRECTOR 1.00 X 0 0 0 KRAIG CONSTANTINO DIRECTOR 1.00 X 0 0 0 THUY TRAN UNTIL 12312023 DIRECTOR 1.00 X 0 0 0 MOAKA JACKSON UNTIL 12312023 DIRECTOR 1.00 X 0 0 0 KEVIN BARRETT UNTIL 092023 DIRECTOR 1.00 X 0 0 0 RAMZEY AMIEREH UNTIL 092023 DIRECTOR 1.00 X 0 0 0 RAJESH JINDAL UNTIL 102023 DIRECTOR 1.00 X 0 0 0 ANNA LOPEZ DIRECTOR 1.00 X 0 0 0 SANDY SHELDON DIRECTOR 1.00 X 0 0 0 KAREN NELSEN DIRECTOR 1.00 X 0 0 0 JENNY ZHAO DIRECTOR 1.00 X 0 0 0 RYAN ALTER DIRECTOR 1.00 X 0 0 0 DOUG GOSS DIRECTOR 1.00 X 0 0 0 GENE HUNT DIRECTOR 1.00 X 0 0 0 KELLY HUNT DIRECTOR 1.00 X 0 0 0 JEN BEEHLER DIRECTOR 1.00 X 0 0 0 SANDY JAMISON UNTIL 12312023 DIRECTOR 1.00 X 0 0 0 RICK SMITH UNTIL 12312023 DIRECTOR 1.00 X 0 0 0 MARGO SPARKS SCRA CHAIR FROM 0101 DIRECTOR 1.00 X 0 0 0 JOSEPH BROWN FROM 01012023 DIRECTOR 1.00 X 0 0 0 LISA FARIA DIRECTOR/PAST PRESIDENT 1.00 X 0 0 0 TERESE FERRARA DIRECTOR 1.00 X 0 0 0 LAURA WELCH DIRECTOR 1.00 X 0 0 0 NEIL COLLINS CEO 1.00 37.50 X 0 254165 16959 0 254165 16959 0 0 1 0 0 37366 54423 91789 6501 6501 151 173 -22 -22 -22 71214 37366 55223 15991 15991 114259 0 0 22470 81963 81963 84950 84950 17873 17873 150 150 517 384 133 3000 3000 159 159 GRANT REVIEW SERVICE 5250 5250 MISCELLANEOUS 1033 1033 MEALS/ENTERTAINMENT 702 702 BANK FEES 282 282 75 75 195954 167999 27955 0 143785 74082 20387 10493 7876 1000 162120 175540 150 4 334318 261119 2250 3547 2250 3547 X 332068 257572 332068 257572 334318 261119 -81695 7199 0 X 0 0 0 X 103105 69339 220008 162758 91789 646999 103105 69339 220008 162758 91789 646999 646999 4355 2084 1430 4200 6501 18570 60550 47177 71214 178941 844510 0.76610 0.78940 X GOLF TOURNAMENT 44570 7145 37425 2190 20248 2006 CAN TREE SCHOLARSHIP GOLF TOURNAMEN 37314 8015 29299 1295 22978 3 26696 22206 4490 4888 988 630 108580 37366 71214 2190 26431 2994 23608 55223 15991 1 KATHERINE R SMITH ELEMENTARY SCHOOL 2025 CLARICE DR SAN JOSE CA 95122 501(C)3 7030 0 HELP PROVIDE DISADVANTAGED YOUTH HAVE ACCESS TO THE ARTS REBEKAH CHILDREN'S SERVICES 290 IOOF AVENUE GILROY CA 95020 941167402 501(C)3 10000 0 HELP PROVIDE AN ARRAY OF DISADVANTAGED CHILDREN AND THEIR FAMILIES WITH SERVICES INCLUDING MENTAL HEALTH TREATMENT, SPECIAL NEEDS EDUCATION, AND PERMENANCY SERVICES FOR YOUTH IN FOSTER CARE. ST CATHERINE'S REACH OUT 17400 PEAK AVE MORGAN HILL CA 95037 942734503 501(C)3 10000 0 HELP PROVIDE PROVIDE COMMUNITY MEMBERS IN NEED WITH FOOD. COMMUNITY SOLUTIONS 9015 MURRAY AVENUE SUITE 100 GILROY CA 95020 237351215 501(C)3 10000 0 HELP PROVIDE PREVENTION, INTERVENTION, AND ADVOCACY SERVICES TO VICTIMS OF SEXUAL ASSAULT. ST JOSEPH'S FAMILY CENTER 7950 CHURCH ST SUITE A GILROY CA 95020 030391775 501(C)3 10000 0 HELP ALLEVIATE HUNGER AND HOMELESSNESS IN SOUTH SANTA CLARA COUNTY BY PROVIDING FOOD, HOUSING, AND EMPLOYMENT RELATED SERVICES. 5 DOWN PAYMENT ASSISTANCE 7 70000 HELP NEW HOMEOWNERS TO BUY A HOME SCHOLARSHIPS 19 14950 TUITION ASSISTANCE PART I, LINE 2 THERE IS A GRANT COMMITTEE THAT REVIEWS THE REQUESTS AND RECOMMENDS TO THE BOARD ON WHAT AMOUNT TO GRANT THEN THE BOARD VOTES TO APPROVE OR NOT. MOTION IS DOCUMENTED IN THE BOARD MINUTES AND GRANTS REQUESTS ARE KEPT ON FILE. A THIRD PARTY ADMINISTRATOR WAS USED FOR THE DOWN PAYMENT ASSISTANCE PROGRAM TO QUALIFY AND APPROVE THE APPLICANTS. ONCE APPROVED, THE GRANTS WERE PROVIDED TO THE ESCROW ACCOUNT FOR THE APPROVED TRANSACTION. X X 0 0 0 0 0 0 0 0 0 NEIL COLLINS CEO 0 214165 0 40000 0 0 0 7872 0 9087 0 271124 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF THE SCCR FOUNDATION ARE THE CURRENT MEMBERS OF THE BOARD OF DIRECTORS OF THE SANTA CLARA COUNTY ASSOCIATION OF REALTORS, A SEPARATE AND AUTONOMOUS 501(C)6 ORGANIZATION. THE DIRECTORS OF THE SCCR FOUNDATION ARE THE BOARD OF THE FOUNDATION. THE DIRECTORS AND OFFICERS OF THE CORPORATION ARE RESPONSIBLE FOR THE DAY-TO-DAY OPERATIONS OF THE CORPORATION. THE DIRECTORS SHALL HAVE THE FOLLOWING POWERS, TO SELECT AND REMOVE ALL OFFICERS AND DIRECTORS OF THE CORPORATION, SUBJECT TO TRUSTEES APPROVAL. FORM 990, PART VI, SECTION A, LINE 7B THE TRUSTEES ARE RESPONSIBLE FOR OVERSIGHT AND ACCOUNTABILITY FOR THE FOUNDATIONS' FINANCIAL DECISIONS AND ACTIONABLE ITEMS. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT TEAM REVIEW A COPY OF 990 DRAFT AND THEN THE DRAFT COPY IS INCLUDED WITH THE BOARD MEETING DOCUMENTS SHARED ON THE GOOGLE DRIVE FOR THE MEETING AND THE HIGHLIGHTS ARE COVERED IN THE MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT WHEN THEY JOIN THE BOARD, AS WELL AS ANNUALLY. THESE STATEMENTS ARE REVIEWED BY THE BOARD FOR ANY POTENTIAL CONFLICTS ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. SANTA CLARA COUNTY ASSOCIATION OF REALTORS 1651 NORTH FIRST STREET SAN JOSE CA 95112 941054204 IMPROVE AND PROVIDE SUPPORT FOR REAL ESTATE PROFESSIONALS. CA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0