Form 990 for tax year 2023
Filed by COMMUNITY FOUNDATION OF SAN CARLOS.
Totals
- Total revenue
- $481,279
- Total expenses
- $179,560
- Contributions and grants received
- $172,606
- Grants paid
- $131,210
- Program service revenue
- $0
- Investment income
- $308,673
- Other revenue
- $0
- Total assets, end of year
- $2,860,258
- Total liabilities, end of year
- $2,850
- Net assets or fund balances, end of year
- $2,857,408
- Program services expenses (Part IX)
- $149,891
- Management and general expenses
- $27,095
- Fundraising expenses
- $2,574
- Program service expenses (Part III)
- $149,891
Program services were 83.5% 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.
-
1e · Government grants (contributions)
$68,400
-
1f · All other contributions, gifts and grants
$104,206
-
3 · Investment income
total $91,697 · excluded $91,697
-
7a · Gross sales of assets other than inventory
securities $1,628,645
-
7b · Less cost or other basis and sales expenses
securities $1,411,669
-
7c · Gain or loss
securities $216,976
-
7d · Net gain or loss
total $216,976 · excluded $216,976
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $131,210 · program services $131,210
-
11c · Fees: accounting
total $2,855 · management and general $2,855
-
11f · Fees: investment management
total $15,971 · management and general $15,971
-
12 · Advertising and promotion
total $3,036 · program services $3,036
-
13 · Office expenses
total $802 · management and general $802
-
14 · Information technology
total $5,409 · management and general $5,409
-
19 · Conferences, conventions and meetings
total $18,219 · program services $15,645 · fundraising $2,574
-
23 · Insurance
total $1,340 · management and general $1,340
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $327 · management and general $327
-
24b · Other expenses: PAYMENT FEES
total $253 · management and general $253
-
24c · Other expenses: LEGAL & REGULATORY
total $75 · management and general $75
-
24d · Other expenses: BOARD RELATED
total $63 · management and general $63
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $119,373 · end of year $45,104
-
2 · Savings and temporary cash investments
beginning of year $631
-
11 · Investments: publicly traded securities
beginning of year $2,460,519 · end of year $2,815,154
-
17 · Accounts payable and accrued expenses
beginning of year $2,994 · end of year $2,850
-
27 · Net assets without donor restrictions
beginning of year $158,085 · end of year $264,776
-
28 · Net assets with donor restrictions
beginning of year $2,419,444 · end of year $2,592,632
Mission and programs · 2023
Mission
THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH COMMUNITY EVENTS.
Activities or mission (Part I)
THE MISSION OF COMMUNITY FOUNDATION OF SAN CARLOS IS TO AMPLIFY THE WORK OF NONPROFITS SERVING SAN CARLOS THROUGH GRANTS FROM ITS ENDOWMENT INCOME & COMMUNITY DONATIONS, TO RAISE FUNDS FOR SPECIAL PROJECTS ADDRESSING COMMUNITY NEEDS, AND TO BUILD A GREATER SENSE OF COMMUNITY IN SAN CARLOS THROUGH OUTREACH AND COMMUNITY EVENTS.
-
THE COMMUNITY FOUNDATION OF SAN CARLOS SERVES AS A CONNECTOR FOR THE COMMUNITY AND LOCAL ORGANIZATIONS BY IDENTIFYING COMMUNITY NEEDS, SHARING INFORMATION AND RESOURCES. WE ADDRESS IDENTIFIED COMMUNITY NEEDS BY BRINGING TOGETHER LOCAL NONPROFITS, BUSINESSES, SERVICE ORGANIZATIONS, COMMUNITY LEADERS AND DONORS TO CONTRIBUTE TIME, IN-KIND GOODS & SERVICES, AND FINANCIAL RESOURCES TO CREATE SUSTAINABLE SOLUTIONS. THE FOCUS OF 2023 WAS ON SUPPORTING OUR COMMUNITY MEMBERS WHILE CELEBRATING THE RICH AND DIVERSE HERITAGE THAT COMPRISE OUR COMMUNITY. DURING THE FISCAL YEAR WE AWARDED $131,210 GRANTS TO 16 AREA NONPROFITS. IN ADDITION, THE COMMUNITY FOUNDATION OF SAN CARLOS SUPPORTED A WIDE VARIETY OF COMMUNITY EVENTS AND CELEBRATIONS INCLUDING PUBLIC ART PROJECTS.
Expenses $149,891 · Grants $131,210
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brian BestBRIAN BEST
TREASURER
- Total calculated
- $0
- Hours/week
- 6
-
Jessica YangJESSICA YANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Michael CampbellMICHAEL CAMPBELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 6
-
Patricia LovePATRICIA LOVE
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Linda GarveyLINDA GARVEY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Sandy KraftSANDY KRAFT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Will StrohlWILL STROHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Chris TranCHRIS TRAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Paige Scott-SarmientoPAIGE SCOTT-SARMIENTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Josh ZaroorJOSH ZAROOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lena SilbermanLENA SILBERMAN
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
-
$10,000
EDUCATION
-
$10,000
SERVICES FOR ADULTS WITH PSYCHIATRIC DISABILITIES
-
$10,000
OFFERING EDUCATIONAL PROGRAMS AND BUILDING AND MAINTAINING VEGETABLE GARDENS
-
$10,000
YOUTH TUTORING
-
$10,000
PREPARING FOR KINDERGARTEN
-
OFFERING A YOUTH THEATRE PROGRAM
-
HELPING LOW-INCOME SAN CARLOS FAMILIES WITH THEIR BASIC NEEDS
-
$10,000
ASSISTANCE TO IMMIGRANT COMMUNITY
-
$10,000
OFFERING FINANCIAL AND ACADEMIC SUPPORT AND SERVICES TO ADULT COMMUNITY COLLEGE LEARNERS
-
$9,000
OFFERING A MEDICAL EQUIPMENT LENDING PROGRAM
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422649349300432
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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