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← COMMUNITY FOUNDATION SANTA CRUZ COUNTY

Form 990 for tax year 2024

Filed by COMMUNITY FOUNDATION SANTA CRUZ COUNTY.

Totals

Total revenue
$46,923,526
Total expenses
$26,928,132
Contributions and grants received
$37,214,040
Grants paid
$22,817,447
Program service revenue
$325,925
Investment income
$9,904,754
Other revenue
-$521,193
Total assets, end of year
$252,472,451
Total liabilities, end of year
$28,539,707
Net assets or fund balances, end of year
$223,932,744
Program services expenses (Part IX)
$25,905,772
Management and general expenses
$695,273
Fundraising expenses
$327,087
Program service expenses (Part III)
$25,905,772

Program services were 96.2% 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.

  • 1f · All other contributions, gifts and grants

    $37,214,040

  • 1g · Noncash contributions included above

    $8,282,462

  • 2a · Program service revenue: FOUNDATION SERVICES FEES

    total $268,525 · related or exempt $268,525

  • 2b · Program service revenue: INTEREST INCOME - PRI

    total $57,400 · related or exempt $57,400

  • 3 · Investment income

    total $9,904,754 · excluded $9,904,754

  • 11a · Other revenue: OTHER INCOME

    total $16,125 · related or exempt $16,125

  • 11b · Other revenue: SERVICE FEES

    total -$537,318 · related or exempt -$537,318

  • 11e · Other revenue, total

    -$521,193

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $22,817,447 · program services $22,817,447

  • 5 · Compensation of officers, directors and key employees

    total $1,008,955 · program services $1,008,955

  • 7 · Other salaries and wages

    total $1,380,391 · program services $789,826 · management and general $401,215 · fundraising $189,350

  • 9 · Other employee benefits

    total $608,118 · program services $454,053 · management and general $105,183 · fundraising $48,882

  • 11c · Fees: accounting

    total $278,240 · program services $207,934 · management and general $47,813 · fundraising $22,493

  • 12 · Advertising and promotion

    total $15,603 · program services $11,725 · management and general $2,638 · fundraising $1,240

  • 13 · Office expenses

    total $284,454 · program services $213,793 · management and general $48,053 · fundraising $22,608

  • 19 · Conferences, conventions and meetings

    total $34,680 · program services $26,065 · management and general $5,859 · fundraising $2,756

  • 20 · Interest

    total $29,612 · program services $22,256 · management and general $5,003 · fundraising $2,353

  • 22 · Depreciation, depletion and amortization

    total $261,719 · program services $196,703 · management and general $44,215 · fundraising $20,801

  • 23 · Insurance

    total $51,764 · program services $38,905 · management and general $8,745 · fundraising $4,114

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $157,149 · program services $118,110 · management and general $26,549 · fundraising $12,490

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,362,912 · end of year $7,833,454

  • 3 · Pledges and grants receivable

    beginning of year $941,928 · end of year $2,036,798

  • 9 · Prepaid expenses and deferred charges

    beginning of year $85,853 · end of year $90,762

  • 10a · Land, buildings and equipment: cost or other basis

    $14,322,497

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,021,377

  • 10c · Land, buildings and equipment, net

    beginning of year $9,193,160 · end of year $10,301,120

  • 11 · Investments: publicly traded securities

    beginning of year $202,251,567 · end of year $212,432,436

  • 12 · Investments: other securities

    beginning of year $109,643 · end of year $1,468,037

  • 13 · Investments: program-related

    beginning of year $3,296,863 · end of year $13,897,894

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $4,260,334 · end of year $4,411,950

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,671,585 · end of year $2,274,772

  • 18 · Grants payable

    beginning of year $457,500 · end of year $347,917

  • 21 · Escrow or custodial account liability

    beginning of year $19,862,811 · end of year $22,267,536

  • 23 · Secured mortgages and notes payable

    beginning of year $859,103 · end of year $835,820

  • 25 · Other liabilities

    beginning of year $2,863,973 · end of year $2,813,662

  • 27 · Net assets without donor restrictions

    beginning of year $197,787,288 · end of year $223,932,744

Mission and programs · 2024

Mission

TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.WE BRING TOGETHER PEOPLE, IDEAS, AND RESOURCES TO INSPIRE PHILANTHROPY AND ACCOMPLISH GREAT THINGS.

Activities or mission (Part I)

TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE

  • DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH, AND; HUMAN SERVICES.

    Expenses $25,905,772 · Grants $22,817,447 · Revenue $342,050

As filed on the 2024 return.

Listed in Part VII

  • Jim Weisenstein

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Trevor Strudley

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Kirk Schmidt

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Chris Murphy

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rob Allen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Audries Blake

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gina Castaneda

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Liliana 'Lili' Diaz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lawrence 'Larry' Donatoni

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Doug Fischer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ed Newman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rogelio Ponce Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Samuel Pun

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sandy Skees

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maria Elena De La Garza

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lisa Fraser

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Susan True

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $322,302
    From this org
    $291,937
    From related orgs
    $0
    Other
    $30,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,937
    Bonus
    $0
    Other
    $0
    Deferred
    $18,000
    Nontaxable benefits
    $12,365
    Filer's total
    $322,302

  • Sabine Dukes

    CHIEF OPERATING & FINANCE OFFICER

    Total calculated
    $259,373
    From this org
    $224,500
    From related orgs
    $0
    Other
    $34,873
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $224,500
    Bonus
    $0
    Other
    $0
    Deferred
    $13,500
    Nontaxable benefits
    $21,373
    Filer's total
    $259,373

  • Hilary Shuman-Bryant

    DONOR SERVICES DIRECTOR

    Total calculated
    $184,770
    From this org
    $165,667
    From related orgs
    $0
    Other
    $19,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,667
    Bonus
    $0
    Other
    $0
    Deferred
    $9,460
    Nontaxable benefits
    $9,643
    Filer's total
    $184,770

  • Tim Carson

    PROGRAM DIRECTOR

    Total calculated
    $186,007
    From this org
    $165,183
    From related orgs
    $0
    Other
    $20,824
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $165,183
    Bonus
    $0
    Other
    $0
    Deferred
    $9,911
    Nontaxable benefits
    $10,913
    Filer's total
    $186,007

  • Alexandra Urbick

    CONTROLLER

    Total calculated
    $179,666
    From this org
    $161,667
    From related orgs
    $0
    Other
    $17,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,667
    Bonus
    $0
    Other
    $0
    Deferred
    $9,700
    Nontaxable benefits
    $8,299
    Filer's total
    $179,666

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

  • 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

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

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

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.

  • REGIONAL WATER MANAGEMENT FOUNDATION

    501(C)(3) · MANAGE THE INTEGRATED REGIONAL WATER MGMT PROGRAM-SANTA CRUZ COUNTRY · CA · controlled entity

    Directly controlled by COMMUNITY FOUNDATION SANTA CRUZ

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NLMJ BORINA LAND LLC

    HOLDING TITLE TO AGRICULTURAL LAND; LEASING AGRICULTURAL LAND · CA · income $269,515 · assets $3,062,957

    Directly controlled by COMMUNITY FOUNDATION SANTA CRUZ COUNTY

  • YPN PHILANTHROPIES LLC

    USE INCOME GENERATED BY PROPERTY TO FUND CHARITY · CA · income $0 · assets $1,330,145

    Directly controlled by COMMUNITY FOUNDATION SANTA CRUZ COUNTY

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUST (4)

    CHARITABLE GIVING · CA · controlled entity

    Directly controlled by CFSCC

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349309013

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

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