2024-09-20T12:59:58-05:00 2024-06-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2023-07-01 842531005 COMMUNITY FOUNDATION OF SAN CARLOS COMM 6503959987 PO BOX 113 SAN CARLOS CA 94070 MICHAEL CAMPBELL PRESIDENT 6503959987 2024-09-20 1 1 LANCE SMITH P00696626 4152236130 2023 2024-08-08 14:25:15Z MICHAEL CAMPBELL PO BOX 113 SAN CARLOS CA 94070 1892948 0 X CFSANCARLOS.ORG X 2019 CA THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH AND COMMUNITY EVENTS. 11 11 0 33 0 0 143967 172606 0 0 97272 308673 0 0 241239 481279 109000 131210 0 0 0 0 0 0 2574 39587 48350 148587 179560 92652 301719 2580523 2860258 2994 2850 2577529 2857408 X THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH COMMUNITY EVENTS. 0 0 149891 131210 THE COMMUNITY FOUNDATION OF SAN CARLOS SERVES AS A CONNECTOR FOR THE COMMUNITY AND LOCAL ORGANIZATIONS BY IDENTIFYING COMMUNITY NEEDS, SHARING INFORMATION AND RESOURCES. WE ADDRESS IDENTIFIED COMMUNITY NEEDS BY BRINGING TOGETHER LOCAL NONPROFITS, BUSINESSES, SERVICE ORGANIZATIONS, COMMUNITY LEADERS AND DONORS TO CONTRIBUTE TIME, IN-KIND GOODS & SERVICES, AND FINANCIAL RESOURCES TO CREATE SUSTAINABLE SOLUTIONS. THE FOCUS OF 2023 WAS ON SUPPORTING OUR COMMUNITY MEMBERS WHILE CELEBRATING THE RICH AND DIVERSE HERITAGE THAT COMPRISE OUR COMMUNITY. DURING THE FISCAL YEAR WE AWARDED $131,210 GRANTS TO 16 AREA NONPROFITS. IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS SUPPORTED A WIDE VARIETY OF COMMUNITY EVENTS AND CELEBRATIONS INCLUDING PUBLIC ART PROJECTS. 149891 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BRIAN BEST 4153050538 PO BOX 113 SAN CARLOS CA 94070 X BRIAN BEST TREASURER 6.00 X X 0 0 0 JESSICA YANG DIRECTOR 4.00 X 0 0 0 MICHAEL CAMPBELL PRESIDENT 6.00 X X 0 0 0 PATRICIA LOVE SECRETARY 2.00 X X 0 0 0 LINDA GARVEY VICE PRESIDENT 5.00 X X 0 0 0 SANDY KRAFT DIRECTOR 3.00 X 0 0 0 WILL STROHL DIRECTOR 3.00 X 0 0 0 CHRIS TRAN DIRECTOR 2.00 X 0 0 0 PAIGE SCOTT-SARMIENTO DIRECTOR 1.00 X 0 0 0 JOSH ZAROOR DIRECTOR 1.00 X 0 0 0 LENA SILBERMAN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 68400 104206 172606 91697 91697 1628645 1411669 216976 216976 216976 481279 0 0 308673 131210 131210 2855 2855 15971 15971 3036 3036 802 802 5409 5409 18219 15645 2574 1340 1340 DUES & SUBSCRIPTIONS 327 327 PAYMENT FEES 253 253 LEGAL & REGULATORY 75 75 BOARD RELATED 63 63 179560 149891 27095 2574 119373 45104 631 2460519 2815154 2580523 2860258 2994 2850 2994 2850 X 158085 264776 2419444 2592632 2577529 2857408 2580523 2860258 301719 -21840 0 X 0 0 0 X 2456922 265785 136591 143967 172606 3175871 2456922 265785 136591 143967 172606 3175871 3175871 6167 43663 67837 59259 91697 268623 3444494 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2359001 27980 281447 117000 15971 2535457 2161050 39602 173047 14698 2359001 2483761 148163 -214591 240000 16283 2161050 2045069 22734 471193 40480 14755 2483761 2000000 47427 2358 2045069 1.00000 0 0 0 PART V, LINE 4: TO SUPPORT THE ORGANIZATION'S OPERATIONS AND GRANTS IN PERPETUITY. 1 ARBOR BAY SCHOOL 1017 CEDAR ST SAN CARLOS CA 94070 010748214 10000 0 EDUCATION CALIFORNIA CLUBHOUSE 210 INDUSTRIAL ROAD SUITE 102 SAN CARLOS CA 94070 462909253 10000 0 SERVICES FOR ADULTS WITH PSYCHIATRIC DISABILITIES EACH GREEN CORNER PO BOX 764 SAN CARLOS CA 94070 833320257 10000 0 OFFERING EDUCATIONAL PROGRAMS AND BUILDING AND MAINTAINING VEGETABLE GARDENS FRIENDS FOR YOUTH 3460 W BAYSHORE RD SUITE 203C PALO ALTO CA 94303 942961034 7500 0 PROVIDING ADULT MENTORS TO TROUBLED YOUTH HEALTHY CITIES TUTORING PO BOX 653 SAN CARLOS CA 94070 452543201 10000 0 YOUTH TUTORING LEARNING HOME VOLUNTEERS 633 QUARRY ROAD SUITE D SAN CARLOS CA 94070 833036600 10000 0 PREPARING FOR KINDERGARTEN MELP - ABLECLOSET 1063 SAN CARLOS AVENUE SAN CARLOS CA 94070 271212734 9000 0 OFFERING A MEDICAL EQUIPMENT LENDING PROGRAM SAN CARLOS CHILDREN'S THEATRE INC PO BOX 512 SAN CARLOS CA 94070 943165692 10000 0 OFFERING A YOUTH THEATRE PROGRAM ST VINCENT DE PAUL - SAN CARLOS CONFERENCE 880 TAMARACK AVE SAN CARLOS CA 94070 270334508 10000 0 HELPING LOW-INCOME SAN CARLOS FAMILIES WITH THEIR BASIC NEEDS THE MULTICULTURAL INSTITUTE 1920 SEVENTH STREET BERKELEY CA 94710 911823468 10000 0 ASSISTANCE TO IMMIGRANT COMMUNITY UPWARD SCHOLARS 855 JEFFERSON AVE BOX 506 REDWOOD CITY CA 94064 454128140 10000 0 OFFERING FINANCIAL AND ACADEMIC SUPPORT AND SERVICES TO ADULT COMMUNITY COLLEGE LEARNERS VILLAGES OF SAN MATEO COUNTY PO BOX 813 SAN CARLOS CA 94070 473571718 9000 0 ENABLING SENIORS TO AGE IN PLACE FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD OF DIRECTORS AND THE COMMUNITY FOUNDATION OF SAN CARLOS WAS PROVIDED WITH A COMPLETE COPY OF THE FORM 990 BEFORE IT WAS FILED. THEY WERE ASKED TO BRING FORWARD ANY QUESTIONS THEY MIGHT HAVE AND TO PROVIDE ANY FEEDBACK THEY WISHED. FORM 990, PART VI, SECTION B, LINE 12C THE COMMUNITY FOUNDATION OF SAN CARLOS CONFLICT OF INTEREST POLICY STATES, "THE FOUNDATION REQUIRES ALL BOARD MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS AND SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ, UNDERSTOOD AND AGREE TO FOLLOW POLICY AND THAT THEIR DISCLOSURES ARE COMPLETE AND ACCURATE TO THE BEST OF THEIR KNOWLEDGE. DISCLOSURE OF POSSIBLE CONFLICTS SHOULD BE UPDATED AS NEW POSSIBLE CONFLICTS ARISE." IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS BYLAWS PROVIDE THE FOLLOWING IN SECTION 10.3: "THE BOARD SHALL PERIODICALLY REVIEW, NO LESS THAN ANNUALLY, ANY DIRECTOR, OFFICER, AGENT OR EMPLOYEE CONFLICTS OF INTEREST AND SHALL REQUIRE AN ANNUAL CERTIFICATION FROM EACH OF THEM DISCLOSING CONFLICTS OF INTEREST." IN SECTION 10.4: "IF THE BOARD OF DIRECTORS DETERMINES THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, AS THE BOARD MAY DETERMINE AT ITS SOLE DISCRETION." FORM 990, PART VI, SECTION C, LINE 19 THERE HAVE BEEN NO SPECIFIC REQUESTS DURING THE YEAR FOR INSPECTION OF COMMUNITY FOUNDATION OF SAN CARLOS' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. IF REQUESTED, THESE DOCUMENTS WOULD HAVE BEEN WILLINGLY SHARED. HOWEVER, WHEN COMMUNITY FOUNDATION OF SAN CARLOS WENT BEFORE THE SAN CARLOS CITY COUNCIL TO PRESENT THE DETAILS OF ITS FORMATION, FORM 1023, THE BYLAWS, THE INVESTMENT POLICY, AND THE GRANTS POLICY WERE PART OF THE COUNCIL'S BOARD PACKETS FOR THE MEETING. THEY WERE ALSO AVAILABLE TO COMMUNITY MEMBERS BY REQUEST TO THE CITY. FORM 990, SCHEDULE B, DONORS 1, 3 AND 5: DONATONS FROM THESE INDIVIDUALS CAME FROM THEIR DONOR-ADVISED FUNDS ("DAF") AT MAJOR FINANCIAL INSTITUTIONS. THE NAME OF THE DONOR OF THE FUND IS LISTED WITH A DAF DESIGNATION AFTER THE NAME. (IRS HAS NOT YET GIVEN SPECIFIC GUIDANCE ON HOW TO HANDLE DONATIONS OF THIS SORT ON SCHEDULE B.)