Totals
- Total revenue
- $116,137
- Total expenses
- $63,434
- Contributions and grants received
- $49,565
- Grants paid
- $52,560
- Program service revenue
- $0
- Investment income
- $22,558
- Other revenue
- $44,014
- Total assets, end of year
- $658,827
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $658,827
- Program services expenses (Part IX)
- $55,376
- Management and general expenses
- $8,058
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $55,376
Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$7,000
-
1f · All other contributions, gifts and grants
$42,565
-
3 · Investment income
total $16,215 · excluded $16,215
-
7a · Gross sales of assets other than inventory
securities $126,623
-
7b · Less cost or other basis and sales expenses
securities $120,280
-
7c · Gain or loss
securities $6,343
-
7d · Net gain or loss
total $6,343 · excluded $6,343
-
8a · Fundraising events: gross income
$99,105
-
8b · Fundraising events: direct expenses
$55,091
-
8c · Net income from fundraising events
total $44,014 · excluded $44,014
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $22,850 · program services $22,850
-
3 · Grants to foreign organizations and individuals
total $29,710 · program services $29,710
-
11c · Fees: accounting
total $1,010 · management and general $1,010
-
11f · Fees: investment management
total $5,633 · program services $2,816 · management and general $2,817
-
19 · Conferences, conventions and meetings
total $1,781 · management and general $1,781
-
24a · Other expenses: PAST PRESIDENT'S DINNER
total $2,400 · management and general $2,400
-
24b · Other expenses: CA ATTORNEY GENERAL FEE
total $25 · management and general $25
-
24c · Other expenses: CA FTB FILING FEE
total $25 · management and general $25
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $33,665 · end of year $58,927
-
2 · Savings and temporary cash investments
beginning of year $2,993 · end of year $3,357
-
4 · Accounts receivable
beginning of year $3,395 · end of year $10,640
-
11 · Investments: publicly traded securities
beginning of year $554,056 · end of year $585,903
-
27 · Net assets without donor restrictions
beginning of year $594,109 · end of year $658,827
Mission and programs · 2022
Mission
TO BENEFIT CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE AREA OF SANTA CRUZ, CALIFORNIA SPECIFICALLY INCLUDING, BUT NOT LIMITED TO EDUCATION SCHOLARSHIPS, COMMUNITY EVENTS, PARKS AND RECREATION, PROGRAMS FOR YOUTH AND SENIOR CITIZENS, MENTALLY AND PHYSICALLY DISADVANTAGED AND OTHER HEALTH AND HUMANITARIAN NEEDS.
Activities or mission (Part I)
TO ASSIST CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE SANTA CRUZ AREA AND INTERNATIONALLY.
-
THE PRIMARY OBJECTIVE OF THE FOUNDATION IS TO SUPPORT CHARITABLE, EDUCATIONAL AND SCIENTIFIC PROGRAMS IN THE SANTA CRUZ AREA. THE FOUNDATION'S BENEVOLENCE AND GRANTS COMMITTEE DISTRIBUTED FUNDS TO VARIOUS LOCAL ORGANIZATIONS THAT FURTHER THIS OBJECTIVE.
Expenses $55,376 · Grants $52,560
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Erik DybdahlERIK DYBDAHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ian MacKenzieIAN MACKENZIE
SECRETARY / TREASURER / DIRECTOR
- Total calculated
- $12,000
- From this org
- $0
- From related orgs
- $12,000
- Other
- $0
- Hours/week
- 2
-
Thomas CastilloTHOMAS CASTILLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fred GawlickFRED GAWLICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BurroughsJOHN BURROUGHS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah MadsenSARAH MADSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom ParkerTOM PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeanette PagliaroJEANETTE PAGLIARO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Michele CostaMICHELE COSTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angelo DebernardoANGELO DEBERNARDO
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Bob DavidsonBOB DAVIDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob BossoBOB BOSSO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
VARIOUS GRANTS 2500 EACH
$21,000
EDUCATION, ARTS, HOMELESSNESS, ELDER CARE, ETC.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(4) · TO AID THE NEEDY AND DISTRESSED · CA
-
501(C)(3) · AWARDING SCHOLARSHIPS TO COLLEGE AND VOCATIONAL STUDENTS · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349306642
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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