2025-08-11T19:28:46-05:00 2024-09-30 923054870 MAVEN OAK CPAS A PROFESSIONAL CORP 3527 MT DIABLO BLVD PMB 350 LAFAYETTE CA 94549 990 2023-10-01 943216393 LAFAYETTE-ORINDA PRESBYTERIAN LAFA 9252838722 49 KNOX DRIVE LAFAYETTE CA 94549 JEN CROCKER CHIEF FINANCIAL OFFICER 9252838722 2025-08-08 1 1 CHARLES COWDEN P00052226 9259005320 2025-08-07 2023 2025-03-06 01:10:19Z JEN CROCKER 49 KNOX DRIVE LAFAYETTE CA 94549 1193888 0 X LOPC.ORG X 1995 CA TO SUPPORT THE FACILITIES, MISSION AND MINISTRIES OF LAFAYETTE-ORINDA PRESBYTERIAN CHURCH. 8 8 0 12 0 0 407299 297665 0 0 397575 590574 18336 0 823210 888239 579302 619758 0 0 0 0 0 0 0 72231 74275 651533 694033 171677 194206 11844332 14066761 470255 182584 11374077 13884177 TO SUPPORT THE LONG-TERM FINANCIAL HEALTH AND GROWTH OF LAFAYETTE-ORINDA PRESBYTERIAN CHURCH (LOPC). 0 0 467262 434209 372094 GRANTS MADE TO LAFAYETTE-ORINDA PRESBYTERIAN CHURCH (LOPC) PRIMARILY TO SUPPORT THE MAINTENANCE, REPAIRS AND UPKEEP ON BUILDINGS AND FACILITIES. IN ADDITION, THESE FUNDS ALSO PROVIDED SUPPORT TO MISSION, MUSIC AND DEACONS MINISTRIES OF THE CHURCH. 49699 45593 40474 GRANTS WERE MADE TO SUPPORT DEACONS FUND, YOUTH AND ELDER FELLOWSHIP ACTIVITIES 177072 139956 178006 GENERAL MINISTRY SUPPORT FOR LAFAYETTE-ORINDA PRESBYTERIAN CHURCH 694033 1 1 0 0 0 0 0 0 1 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 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X X JEN CROCKER 9252838722 49 KNOX DRIVE LAFAYETTE CA 94549 X LOIS BOYD SECRETARY 3.00 X X 0 0 0 JAMES BECKEMEYER PRESIDENT 3.00 X X 0 0 0 MICHAEL ROSS DIRECTOR 3.00 X 0 0 0 JEN CROCKER TREASURER 3.00 X X 0 0 0 DARA YOUNGDALE DIRECTOR 3.00 X X 0 0 0 ANDY GILL DIRECTOR 3.00 X 0 0 0 LINDA ROSENTHAL DIRECTOR 3.00 X 0 0 0 LINDA FODRINI-JOHNSON DIRECTOR 3.00 X 0 0 0 0 0 0 0 0 0 0 0 297665 297665 323591 323591 572632 305649 266983 266983 266983 888239 590574 0 0 619758 619758 55347 55347 TRUSTEE EXPENSES, NET O 18928 18928 694033 694033 0 0 250179 353208 360 11594153 13713193 11844332 14066761 375 275139 177226 195116 4983 470255 182584 X 3681432 4730155 7692645 9154022 11374077 13884177 11844332 14066761 194206 2315894 0 X 0 0 0 X 169803 25110 229568 407299 297665 1129445 169803 25110 229568 407299 297665 1129445 1129445 211792 189257 283271 242221 323591 1250132 29648 2471 333 18336 50788 2430365 0.46470 0.44810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: UNUSED GRANTS RETURNED TO FUND BALANCES - 2019 AMOUNT: $ 10,669. 2020 AMOUNT: $ 2,471. 2021 AMOUNT: $ 333. 2023 AMOUNT: $ 0. SURRENDER OF LIFE INSURANCE POLICY - 2019 AMOUNT: $ 18,979. 2022 AMOUNT: $ 18,336. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 195116 34076 224209 4983 1 X 7693496 27000 1952837 481300 37159 9154022 6988512 21750 1169431 449879 36318 7693496 9025095 22500 -1535161 470063 14500 39359 6988512 7675193 22500 1721863 355468 7 38986 9025095 7518927 9548 493413 319157 888 26650 7675193 0 0 0 PART IV, LINE 2B: THE FOUNDATION MAINTAINS A CUSTODIAL ACCOUNT FOR THE CHURCH'S KURTH MEMORIAL GARDEN. THE FUNDS ARE MANAGED AS PART OF THE FOUNDATION'S OVERALL PORTFOLIO BUT THE FOUNDATION HAS NO AUTHORITY OVER THEIR USE OR DISPOSITION. FORM 990, PART IV, LINE 11B THE FOUNDATION'S INVESTMENTS ARE MANAGED BY OUTSIDE INVESTMENT COUNSELORS AND ARE INVESTED IN A VARIETY OF PUBLICLY TRADED MUTUAL FUNDS, ETFS AND SIMILAR INVESTMENTS. NO SINGLE INVESTMENT IS MORE THAN 5% OF THE OWNERSHIP OF ANY ENTITY. SCHEDULE D, PART IV, LINE 1B THE FOUNDATION MAINTAINS A CUSTODIAL ACCOUNT FOR THE CHURCH'S KURTH MEMORIAL GARDEN. THE FUNDS ARE MANAGED AS PART OF THE FOUNDATION'S OVERALL PORTFOLIO BUT THE FOUNDATION HAS NO AUTHORITY OVER THEIR USE OR DISPOSITION. 1 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH 49 KNOX DRIVE LAFAYETTE CA 94549 941275252 501(C)(3) 619758 0 TO SUPPORT THE FACILITIES, MISSION AND MINISTRIES OF LOPC 1 PART I, LINE 2: THE FOUNDATION IS OPERATED BY A BOARD OF TRUSTEES COMPRISED OF MEMBERS OF THE LAFAYETTE-ORINDA PRESBYTERIAN CHURCH (LOPC). THE BOARD MEETS MONTHLY, AND ANNUALLY APPROVES GRANT REQUESTS FROM VARIOUS MINISTRY AREAS OF THE CHURCH. THE CHURCH OVERSEES THE OPERATIONS AND SPENDING OF EACH MINISTRY AREA THROUGH THEIR OVERSIGHT BOARD, THE SESSION, WHICH IN TURN REPORTS TO THE CONGREGATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL RECORDS AND TAX RETURNS ARE PROVIDED TO AND REVIEWED BY THE MEMBERS OF THE BOARD OF TRUSTEES (THE GOVERNING BOARD) PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION INVESTS ONLY IN PUBLICLY TRADED SECURITIES OVERSEEN BY AN OUTSIDE FINANCIAL ADVISOR. THE GOVERNING BODY MEETS REGULARLY WITH THE INVESTMENT ADVISORS TO REVIEW AND APPROVE ACTIVITY AND INVESTMENT DECISIONS. NO TRUSTEE HAS ANY PROFESSIONAL CONNECTION WITH THE OUTSIDE ADVISORS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES A PRESENTATION ANNUALLY AT THE CHURCH'S CONGREGATIONAL MEETING AND HAS FINANCIAL DATA AVAILABLE FOR ANY INTERESTED CONGREGANT. THE CHURCH TREASURER ALSO KEEPS COPIES OF ALL FOUNDATION FINANCIAL AND ORGANIZATIONAL DOCUMENTS AND MAKES THEM AVAILABLE TO ANYONE WHO REQUESTS THEM. LAFAYETTE-ORINDA PRESBYTERIAN CHURCH 49 KNOX DR LAFAYETTE CA 94549 941275252 CHURCH CA 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH N 0 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH B 619758 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH O 15201