Form 990 for tax year 2024
Filed by CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY.
Totals
- Total revenue
- $10,577,607
- Total expenses
- $14,230,143
- Contributions and grants received
- $4,430,638
- Grants paid
- $12,364,194
- Program service revenue
- $0
- Investment income
- $6,164,351
- Other revenue
- -$17,382
- Total assets, end of year
- $159,487,731
- Total liabilities, end of year
- $47,023,234
- Net assets or fund balances, end of year
- $112,464,497
- Program services expenses (Part IX)
- $13,331,033
- Management and general expenses
- $506,949
- Fundraising expenses
- $392,161
- Program service expenses (Part III)
- $13,331,033
Program services were 93.7% 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
$13,500
-
1f · All other contributions, gifts and grants
$4,417,138
-
1g · Noncash contributions included above
$2,603,462
-
3 · Investment income
total $2,561,830 · related or exempt $2,561,830
-
7a · Gross sales of assets other than inventory
securities $43,382,082
-
7b · Less cost or other basis and sales expenses
securities $39,779,561
-
7c · Gain or loss
securities $3,602,521
-
7d · Net gain or loss
total $3,602,521 · related or exempt $3,602,521
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$13,500
-
8b · Fundraising events: direct expenses
$9,863
-
8c · Net income from fundraising events
total -$9,863 · excluded -$9,863
-
11a · Other revenue: K1-JPAS ILLIQUID ASSETS
total -$7,519 · related or exempt -$7,519
-
11e · Other revenue, total
-$7,519
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $12,364,194 · program services $12,364,194
-
5 · Compensation of officers, directors and key employees
total $282,854 · management and general $98,999 · fundraising $183,855
-
6 · Compensation of disqualified persons
total $283,891 · program services $52,788 · management and general $154,810 · fundraising $76,293
-
8 · Pension plan contributions
total $29,763 · program services $2,772 · management and general $13,329 · fundraising $13,662
-
9 · Other employee benefits
total $42,609 · program services $3,593 · management and general $21,897 · fundraising $17,119
-
10 · Payroll taxes
total $41,142 · program services $3,832 · management and general $18,425 · fundraising $18,885
-
11b · Fees: legal
total $1,472 · management and general $1,472
-
11c · Fees: accounting
total $43,960 · management and general $43,960
-
11f · Fees: investment management
total $657,818 · program services $657,818
-
11g · Fees: other
total $106,249 · program services $3,185 · management and general $91,684 · fundraising $11,380
-
12 · Advertising and promotion
total $29,698 · fundraising $29,698
-
13 · Office expenses
total $2,741 · program services $290 · management and general $1,459 · fundraising $992
-
14 · Information technology
total $48,893 · program services $4,534 · management and general $28,829 · fundraising $15,530
-
16 · Occupancy
total $38,832 · program services $4,568 · management and general $18,617 · fundraising $15,647
-
17 · Travel
total $4,828 · management and general $4,828
-
20 · Interest
total $30,592 · program services $30,592
-
23 · Insurance
total $13,231 · program services $1,518 · management and general $6,294 · fundraising $5,419
-
24a · Other expenses: K1-JPAS ILLIQUID ASSETS
total $198,259 · program services $198,259
-
24b · Other expenses: PRINTING AND POSTAGE
total $6,522 · program services $565 · management and general $2,304 · fundraising $3,653
-
24c · Other expenses: K1-JPAS SEMI LIQUID
total $2,517 · program services $2,517
-
24d · Other expenses: MISCELLANEOUS
total $78 · program services $8 · management and general $42 · fundraising $28
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $378,320 · end of year $550,137
-
3 · Pledges and grants receivable
beginning of year $13,313,403 · end of year $13,020,135
-
9 · Prepaid expenses and deferred charges
beginning of year $19,746 · end of year $19,189
-
10a · Land, buildings and equipment: cost or other basis
$102,292
-
10b · Land, buildings and equipment: accumulated depreciation
$102,292
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $118,705,335 · end of year $116,317,413
-
12 · Investments: other securities
beginning of year $21,945,318 · end of year $29,474,202
-
15 · Other assets
beginning of year $123,039 · end of year $106,655
-
17 · Accounts payable and accrued expenses
beginning of year $132,491 · end of year $106,249
-
18 · Grants payable
beginning of year $3,000
-
25 · Other liabilities
beginning of year $41,805,205 · end of year $46,916,985
-
27 · Net assets without donor restrictions
beginning of year $42,731,243 · end of year $42,792,068
-
28 · Net assets with donor restrictions
beginning of year $69,813,222 · end of year $69,672,429
Mission and programs · 2024
Mission
THE CATHOLIC COMMUNITY FOUNDATION FACILITATES IMPACTFUL GRANTMAKING AND COLLABORATION BY CONNECTING GENEROUS DONORS WITH EFFECTIVE MINISTRIES, PROGRAMS, AND ORGANIZATIONS.
-
SUPPORT OF GRANTING TO CHARITABLE ORGANIZATIONS FROM NAMED FAMILY FUNDS
Expenses $11,131,077 · Grants $10,388,629
-
SUPPORT OF DSJ PROGRAMS AND DEPARTMENTS
Expenses $1,040,848 · Grants $971,423
-
SUPPORT OF CATHOLIC PARISHES AND MINISTRIES
Expenses $962,827 · Grants $898,606
-
OTHERS
Expenses $196,281 · Grants $183,190
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
DOUG HANSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RAYMOND J TRIPLETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
STEVE BARONI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER CUNEEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRAD BARON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANNE MILLIGAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
PAUL NORMANDIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DON MCGOVERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK WAITE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ANDY ALVES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER BOSCIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN BRENNAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH THU NUYNH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CLAIRE KALIA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
OSCAR LEON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MARY QUILICI AUMACK
CEO
- Total calculated
- $313,838
- From this org
- $282,854
- From related orgs
- $0
- Other
- $30,984
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,854
- Bonus
- $0
- Other
- $0
- Deferred
- $14,143
- Nontaxable benefits
- $16,841
- Filer's total
- $313,838
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
COLUMBIA RIVER MARITIME MUSEUM
$5,161,472
GENERAL SUPPORT
-
DIOCESE OF SAN JOSE (AND ITS PARISHES)
$2,510,375
GENERAL SUPPORT
-
$1,000,000
GENERAL SUPPORT
-
$384,050
GENERAL SUPPORT
-
$384,050
GENERAL SUPPORT
-
$250,000
GENERAL SUPPORT
-
$207,531
GENERAL SUPPORT
-
BELLARMINE COLLEGE PREPARATORY
$198,775
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543159349305054
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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