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Nonprofiteer
← CATHOLIC CHARITIES FOUNDATION OF STOCKTON INC

Form 990 for tax year 2023

Filed by CATHOLIC CHARITIES FOUNDATION OF STOCKTON INC.

Totals

Total revenue
$12,448
Total expenses
$6,648
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$12,448
Other revenue
$0
Total assets, end of year
$962,818
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$962,818
Program services expenses (Part IX)
$6,648
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$6,648

Program services were 100.0% 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.

  • 3 · Investment income

    total $25,773 · related or exempt $25,773

  • 7a · Gross sales of assets other than inventory

    securities $411,704

  • 7b · Less cost or other basis and sales expenses

    securities $425,029

  • 7c · Gain or loss

    securities -$13,325

  • 7d · Net gain or loss

    total -$13,325 · related or exempt -$13,325

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $6,647 · program services $6,647

  • 24a · Other expenses: TAX WITHHELD

    total $1 · program services $1

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,601 · end of year $17,552

  • 11 · Investments: publicly traded securities

    beginning of year $842,275 · end of year $945,266

  • 27 · Net assets without donor restrictions

    beginning of year $852,876 · end of year $962,818

Mission and programs · 2023

Mission

THE PURPOSE OF THIS CORPORATION IS TO SUPPORT THE CHARITABLE ACTIVITIES OF THE CATHOLIC CHARITIES DIOCESE OF STOCKTON IN PROVIDING MUCH-NEEDED SOCIAL SERVICES TO INDIVIDUALS IN NEED THROUGHOUT SAN JOAQUIN COUNTY AND THE SURROUNDING AREA.

Activities or mission (Part I)

TO SUPPORT THE SOCIAL PROGRAMS AND SERVICES OF CATHOLIC CHARITIES OF DIOCESE OF STOCKTON.

  • CATHOLIC CHARITIES FOUNDATION MANAGES AN INVESTMENT ACCOUNT FOR CATHOLIC CHARITIES OF THE DIOCESE OF STOCKTON.

    Expenses $6,648 · Revenue $12,448

  • THE FOUNDATION SUPPORTS THE PROGRAMS AND SERVICES OF THE CATHOLIC CHARITIES OF DIOCESE OF STOCKTON. THESE PROGRAM SERVICES INCLUDE AN EMERGENCY FOOD BANK, FAMILY WELLNESS AND COUNSELING SERVICES, ASSISTANCE WITH HEALTH CARE ACCESS AND CHILDREN'S DENTAL CARE ACCESS, HELP WITH IMMIGRATION LEGAL STATUS, SENIOR TRANSPORTATION SERVICES, SUPPLEMENTAL NUTRITION ASSISTANCE (SNAP) AND SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF).

As filed on the 2023 return.

Listed in Part VII

  • Mark Croce

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Luke Anderson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Martha Arevalos

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rich Fowler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pat Patmon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Duffy

    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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
18 October 2024
IRS schema version
2023v5.1
Source object
202413179349307801

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