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Nonprofiteer
← ORINDA COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by ORINDA COMMUNITY FOUNDATION INC.

Totals

Total revenue
$81,970
Total expenses
$81,471
Contributions and grants received
$71,764
Grants paid
$52,000
Program service revenue
$0
Investment income
$25
Other revenue
$10,181
Total assets, end of year
$2,121,556
Total liabilities, end of year
$10,000
Net assets or fund balances, end of year
$2,111,556
Program services expenses (Part IX)
$78,747
Management and general expenses
$2,724
Fundraising expenses
$0
Program service expenses (Part III)
$78,747

Program services were 96.7% 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.

  • 1c · Fundraising events

    $6,706

  • 1f · All other contributions, gifts and grants

    $65,058

  • 3 · Investment income

    total $25 · related or exempt $25

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $6,706

  • 8b · Fundraising events: direct expenses

    $9,100

  • 8c · Net income from fundraising events

    total -$9,100 · excluded -$9,100

  • 11a · Other revenue: LIMITED PARTNERSHIPS D

    total $19,281 · related or exempt $19,281

  • 11e · Other revenue, total

    $19,281

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $52,000 · program services $52,000

  • 11g · Fees: other

    total $109 · management and general $109

  • 12 · Advertising and promotion

    total $67 · management and general $67

  • 14 · Information technology

    total $1,038 · management and general $1,038

  • 23 · Insurance

    total $1,262 · management and general $1,262

  • 24a · Other expenses: COMMUNITY EVENTS

    total $19,848 · program services $19,848

  • 24b · Other expenses: PRINTING AND COPYING

    total $4,537 · program services $4,537

  • 24c · Other expenses: POSTAGE AND MAILING SER

    total $2,362 · program services $2,362

  • 24d · Other expenses: OTHER

    total $222 · management and general $222

  • 24e · All other expenses

    total $26 · management and general $26

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $63,101 · end of year $46,883

  • 2 · Savings and temporary cash investments

    beginning of year $50,807 · end of year $78,076

  • 11 · Investments: publicly traded securities

    beginning of year $9,187

  • 12 · Investments: other securities

    beginning of year $346,499 · end of year $464,602

  • 15 · Other assets

    beginning of year $1,531,995 · end of year $1,531,995

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,397 · end of year $0

  • 18 · Grants payable

    end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,977,192 · end of year $2,097,285

  • 28 · Net assets with donor restrictions

    beginning of year $20,000 · end of year $14,271

Mission and programs · 2023

Mission

THE ORINDA COMMUNITY FOUNDATION IS ORGANIZED FOR THE PRINCIPAL PURPOSE OF SUPPORTING COMMUNITY EVENTS, PROGRAMS, PROJECTS, VISUAL AND PERFOMING ARTS, AND COMMUNITY RELATED PARTNERSHIPS IN ORINDA. THE FOUNDATION SERVES TO FACILITATE AND DEVELOP PHILANTHROPY, ENGAGE IN GRANT MAKING, AND TO TAKE OTHER ACTIONS FOR THE BENEFIT OF THE ORINDA COMMUNITY NOT INCONSISTENT WITH STATED PURPOSE.

  • ORINDA COMMUNITY FOUNDATION CONTINUED TO RAISE MONIES THROUGH SOLICITATION, MAKE CHARITABLE GRANTS TO COMMUNITY ORGANIZATIONS, AND CONTINUED TO GROW ITS ENDOWMENT FUND.

    Expenses $78,747 · Grants $52,000

  • ORINDA COMMUNITY FOUNDATION HELD A CITIZEN OF THE YEAR DINNER TO HONOR A DESERVING ORINDA CITIZEN FOR HIS LONG TIME SERVICE TO THE COMMUNITY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Westin

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jim Keefe

    CO-VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Vince Dell'Aquila

    VICE PRESIDENT CORRESPONDENCE

    Total calculated
    $0
    Hours/week
    2

  • Annette Linney

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Perry Shustack

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Gene Gottfried

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tina Zwahlen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Larry Berger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jocelyn Bennion

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Christina Linezo

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sue Severson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Carlos Baltodano

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Natalie Fay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sandy Roadcap

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202403129349304665

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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