2024-05-14T13:05:17-05:00 2023-06-30 941587502 G & J SEIBERLICH & CO LLP 3264 VILLA LANE NAPA CA 94558 990 2022-07-01 942165246 JUSTIN SIENA HIGH SCHOOL FOUNDATION JUST 7072550950 4026 MAHER STREET NAPA CA 94558 NICKOLAS ROBERTS VP OF FINANCE 7072550950 2024-04-23 1 NICKOLAS ROBERTS 999009999 1 LAURA E WINTZ P00971410 7072247948 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICKOLAS ROBERTS 4026 MAHER STREET NAPA CA 94558 229741 0 X WWW.JUSTIN-SIENA.ORG X 1972 CA TO GENERATE FUNDS FOR THE CURRENT AND FUTURE SUPPORT OF JUSTIN-SIENA HIGH SCHOOL. 7 7 0 0 0 0 53836 37587 0 0 600487 154567 212 0 654535 192154 269569 285679 0 0 0 0 0 0 0 2662 1583 272231 287262 382304 -95108 4581163 4486055 0 0 4581163 4486055 X TO BUILD AND MANAGE AN ENDOWMENT THAT WILL ENSURE THE LONG-TERM FINANCIAL VIABILITY OF JUSTIN-SIENA HIGH SCHOOL. 0 0 285679 285679 THE JUSTIN-SIENA HIGH SCHOOL FOUNDATION WAS FORMED IN 1972 TO ESTABLISH AND ADMINISTER A PERPETUAL ENDOWMENT FUND FOR THE BENEFIT OF JUSTIN-SIENA HIGH SCHOOL. THE FOUNDATION MANAGES LIFETIME CONTRIBUTIONS AND ESTATE GIFTS WITH THE GOAL OF PRESERVING, PROTECTING, AND GROWING THE DONORS' GIFT BY MAKING IT PART OF A PERMANENT ENDOWMENT. THE ENDOWMENT FUND IS MANAGED BY PROFESSIONAL INVESTMENT ADVISORS AND INVESTMENT PERFORMANCE IS MONITORED BY THE FOUNDATION'S BOARD OF DIRECTORS. THE FOUNDATION MAKES AN ANNUAL GRANT TO THE SCHOOL TO ASSIST WITH NEED-BASED SCHOLARSHIP SUPPORT, CURRICULUM ENRICHMENT, AND THE PROFESSIONAL DEVELOPMENT OF FACULTY. ONE OF THE GOALS OF THE ENDOWMENT IS TO PROVIDE A PRESENT AND GROWING STREAM OF INCOME SO THAT THE BURDEN OF SUPPORTING THE SCHOOL DOES NOT FALL ON TUITION ALONE. THERE ARE THREE MAIN GIVING AREAS THAT COMPRISE THE ENDOWMENT: PLANNED GIFTS BY NAMING THE FOUNDATION IN A WILL OR ESTATE PLAN, OR AS A BENEFICIARY DESIGNATION OF A RETIREMENT PLAN OR LIFE INSURANCE POLICY; MEMORIAL AND COMMEMORATIVE GIFTS IN RECOGNITION OF PAST OR PRESENT FRIENDS AND FAMILY; AND, DONOR DESIGNATED PROGRAMS, SUCH AS ENDOWED SCHOLARSHIPS AND PROGRAM ENDOWMENTS, WHICH ARE CONSISTENT WITH THE SCHOOL'S MISSION AND THE FOUNDATION'S POLICIES. 285679 1 1 0 0 0 0 0 0 0 1 0 1 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 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X X JOHN VAN HOFWEGEN 7072550950 4026 MAHER STRRET NAPA CA 94558 X MICHAEL HOLMEN DIRECTOR 2.00 X 0 0 0 ERIC GONZALES DIRECTOR 2.00 X 0 0 0 BRENDAN KELLY DIRECTOR 2.00 X 0 0 0 PATRICK GLEESON DIRECTOR 4.00 X X 0 0 0 TIM MALLOY SECRETARY & VICE CHAIR 2.00 X X 0 0 0 KRISTEN GUIDUCCI CO-TREASURER 2.00 X X 0 0 0 MANBIN MONTEVERDI CO-TREASURER 2.00 X X 0 0 0 JOHN VAN HOFWEGEN DIRECTOR OF FINANCE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 37587 37587 37587 87103 87103 105051 37587 67464 67464 67464 192154 0 0 154567 285679 285679 1383 1383 100 100 100 100 287262 285679 1583 0 307306 20144 225462 265615 4048395 4200296 4581163 4486055 0 0 X 1855325 2431619 2725838 2054436 4581163 4486055 4581163 4486055 -95108 0 X 0 0 0 X X 1 JUSTIN-SIENA HIGH SCHOOL 942168313 2 1 285679 0 1 285679 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4048394 151901 0 4200295 3846111 602283 400000 4048394 3610111 531000 295000 3846111 3343475 316636 50000 3610111 3248895 356580 262000 3343475 0.43680 0.33920 0.22400 0 0 0 DODGE & COX INCOME FUND 1432749 C DODGE & COX INT/L STOCK FUND 549941 C DODGE & COX STOCK FUND 1192730 C HARBOR FUNDS 1024876 C 4200296 PART V, LINE 4: GRANT FUNDS FROM THE JUSTIN-SIENA FOUNDATION ENDOWMENT FUND ARE DESIGNATED FOR FINANCIAL ASSISTANCE, FACULTY DEVELOPMENT, CURRICULUM ENRICHMENT, AND FACILITY UPKEEP. THE SCHOOL HAS THE DISCRETION OF USING THE FUNDS IN AREAS OF GREATEST NEED. 0 JUSTIN-SIENA HIGH SCHOOL 4026 MAHER STREET NAPA CA 94558 942168313 170 (B) (1) (A) (II) 285679 0 ACTUAL AMOUNTS GIVEN THE FOUNDATION MAKES AN ANNUAL GRANT TO THE SCHOOL TO ASSIST WITH NEED-BASED SCHOLARSHIP SUPPORT, CURRICULUM ENRICHMENT, AND THE PROFESSIONAL DEVELOPMENT OF FACULTY. 1 1 X 248 37587 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ANNUAL FORM 990 WILL BE PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. COPIES OF THE IRS FORM 990 WILL BE PROVIDED TO MANAGEMENT OFFICIALS AND THE FOUNDATION BOARD OF DIRECTORS, OR A DESIGNATED COMMITTEE, FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THIS POLICY MUST BE REVIEWED BY EACH DIRECTOR UPON APPOINTMENT, AND THEN ANNUALLY THEREAFTER. ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR MUST BE DISCLOSED IN WRITING. ANY DIRECTOR HAVING A DUALITY OF INTEREST OR CONFLICT OF INTEREST OF A TYPE DESCRIBED UNDER POLICY GUIDELINES, OR WHO IS INVOLVED IN A SELF-DEALING CONTRACT OR TRANSACTION, SHALL NOT BE COUNTED IN DETERMINING A QUORUM FOR MEETINGS AT WHICH SUCH MATTERS ARE DECIDED, EVEN WHERE PERMITTED BY LAW. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS PUBLIC INFORMATION AND CAN BE ACCESSED ONLINE AND BY REQUEST AT THE ADMINISTRATIVE OFFICES OF JUSTIN-SIENA HIGH SCHOOL. OTHER INFORMATION, SUCH AS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ETC., ARE MADE AVAILABLE UPON REQUEST. THE FOUNDATION DOES PROVIDE INFORMATION IN EACH OF THE SCHOOL'S QUARTERLY NEWSLETTERS. THE ANNUAL REPORT WILL REPORT THE ENDOWMENT FUND AS OF JUNE 30TH. THE FOUNDATION HAS AN EXTENSIVE WEBSITE ABOUT PLANNED GIVING AND DONOR PROGRAMS THAT CAN BE REACHED ON THE SCHOOL'S WEBSITE, WWW.JUSTIN-SIENA.ORG, THEN SELECTING "FOUNDATION". THE FOUNDATION ALSO SENDS OUT A MONTHLY E-BLAST THROUGH THE SCHOOLS WEB DISTRIBUTION CHANNEL. JUSTIN-SIENA HIGH SCHOOL 4026 MAHER STREET NAPA CA 94558 942168313 A CATHOLIC, LASALLIAN, COLLEGE PREPARATORY HIGH SCHOOL WHICH SERVES YOUNG CA 501(C)(3) 170(B)(1)(II) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUSTIN-SIENA HIGH SCHOOL B 285679 ACTUAL GRANTS GIVEN