Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
250 D STREET NO 205
 
Room/suite
City or town, state or country, and ZIP + 4
SANTA ROSA, CA95404
D Employer identification number

68-0003212
E Telephone number

G Gross receipts $ 57,334,630
F Name and address of principal officer:
BARBARA A HUGHES
250 D STREET NO 205
SANTA ROSA,CA95404
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SONOMACF.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1983
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO STRENGTHEN OUR LOCAL COMMUNITIES THROUGH EFFECTIVE PHILANTHROPY AND CIVIC ENGAGEMENT.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 20
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 20
6 Total number of volunteers (estimate if necessary) .... 6 50
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,837,737 17,930,902
9 Program service revenue (Part VIII, line 2g) ......... 1,329,996 101,978
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -2,708,702 4,209,143
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 3,458 10,280
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 18,462,489 22,252,303
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,743,232 18,618,069
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,281,217 1,139,038
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet581,574    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 2,399,768 1,173,711
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,424,217 20,930,818
19 Revenue less expenses. Subtract line 18 from line 12...... 2,038,272 1,321,485
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 127,420,592 137,062,309
21 Total liabilities (Part X, line 26)............ 7,051,882 7,260,934
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 120,368,710 129,801,375
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signature
Big Right Arrow
Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4
Big Right Arrow




EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO STRENGTHEN OUR LOCAL COMMUNITIES THROUGH EFFECTIVE PHILANTHROPY AND CIVIC ENGAGEMENT
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 19,091,566 including grants of $ 18,618,069 ) (Revenue $ 101,978 )
GRANTMAKING: AWARDED NEARLY 1,000 GRANTS AND SCHOLARSHIPS TOTALING MORE THAN $18 MILLION, PRIMARILY IN THE FIELDS OF HEALTH & HUMAN SERVICES, EDUCATION, THE ENVIRONMENT, AND THE ARTS IN SONOMA COUNTY. PROMOTION OF PHILANTHROPY: CONTINUED THE BUILDING OF EXPENDABLE FUNDS AND PERMANENT ENDOWMENT FUNDS TO ASSURE FUTURE FUNDING FOR THE COMMUNITY THROUGH PLANNED GIFTS AND DIRECT CONTRIBUTIONS AND THROUGH LONG-TERM INVESTMENT STRATEGIES.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 19,091,566
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part I
Click to see attachment
.......................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IV
Click to see attachment
...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
27
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
20
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
20
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
DAVID CARROLL
250 D ST SUITE 205
SANTA ROSA,CA95404
(707) 579-4073
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) BARBARA GRAVES
CHAIR
3.00 X   X       0 0 0
(2) DAVID VOSS
CHAIR
3.00 X   X       0 0 0
(3) ALBERT HANDELMAN
SECRETARY
3.00 X   X       0 0 0
(4) HERB CASTILLO
SECRETARY
3.00 X   X       0 0 0
(5) LINDA KACHIU
TREASURER
3.00 X   X       0 0 0
(6) PETE GOLIS
CHAIR ELECT
3.00 X           0 0 0
(7) JEAN SCHULZ
DIRECTOR EMERITUS
3.00 X           0 0 0
(8) JAY ABBE
DIRECTOR
1.00 X           0 0 0
(9) TANIA AMOCHAEV
DIRECTOR
3.00 X           0 0 0
(10) BARBARA BANKE
DIRECTOR
1.00 X           0 0 0
(11) BENNY L BRAY
DIRECTOR
1.00 X           0 0 0
(12) HARRIET DERWINGSON
DIRECTOR
3.00 X           0 0 0
(13) DIANNE EDWARDS
DIRECTOR
2.00 X           0 0 0
(14) THEORDORE L ELIOT JR
DIRECTOR
1.00 X           0 0 0
(15) WHITNEY HALL
DIRECTOR
1.00 X           0 0 0
(16) ANDREA LEARNED
DIRECTOR
2.00 X           0 0 0
(17) LEW REID
DIRECTOR
1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (check all that apply)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) OSCAR CHAVEZ
DIRECTOR
1.00 X           0 0 0
(19) WANDA TAPIA-THOMSEN
DIRECTOR
1.00 X           0 0 0
(20) STEVE RABINOWITSH
DIRECTOR
1.00 X           0 0 0
(21) CULLEN WILLIAMSON
DIRECTOR
1.00 X           0 0 0
(22) JUDY WITHEE CFP
DIRECTOR
2.00 X           0 0 0
(23) JOAN C WOODARD
DIRECTOR
3.00 X           0 0 0
(24) BARBARA HUGHES
PRESIDENT/CEO
40.00     X       170,179 0 16,707
(25) W JOHN MULLINEAUX
VP OF DEVELOPMENT
40.00         X   109,624 0 18,290










1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 279,803 0 34,997
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
17,930,902
g Noncash contributions included in lines 1a-1f:$ 10,135,023
h Total. Add lines 1a-1f.......MediumBullet 17,930,902
 Program Service Revenue Business Code
2a TRUSTEE FEES 561,000 67,372 67,372    
b ADMINISTRATION FEES 561,000 34,606 34,606    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 101,978
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,114,070     2,114,070
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 37,177,400  
b Less: cost or other basis and sales expenses 35,082,327  
c Gain or (loss) 2,095,073  
d Net gain or (loss)..........MediumBullet 2,095,073     2,095,073
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a OTHER REVENUE 900,099 10,280     10,280
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 10,280
12 Total revenue. See Instructions....MediumBullet 22,252,303 101,978 0 4,219,423
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 18,372,769 18,372,769
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 228,800 228,800
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 16,500 16,500
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 186,886 56,066 93,443 37,377
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 752,558 195,270 258,982 298,306
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 37,256 9,714 13,002 14,540
9 Other employee benefits ....... 83,206 21,891 29,792 31,523
10 Payroll taxes ........... 79,132 21,124 29,507 28,501
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 5,953   5,953  
c Accounting ........... 69,424   69,424  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 543,606   543,606  
g Other .......... 130,366 34,801 48,611 46,954
12 Advertising and promotion .... 44,560 11,895 16,616 16,049
13 Office expenses ....... 77,783 20,764 29,004 28,015
14 Information technology ...... 70,317 18,771 26,220 25,326
15 Royalties ..        
16 Occupancy ........... 94,866 25,324 35,374 34,168
17 Travel ............ 5,375 1,435 2,004 1,936
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 18,738 5,002 6,987 6,749
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 25,124 6,707 9,368 9,049
23 Insurance .............. 8,555 2,284 3,190 3,081
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a DIRECT PROGRAM EXPENSES 42,449 42,449    
b CRT ADMIN EXPENSES 23,881   23,881  
c
d
e
f All other expenses 12,714   12,714  
25 Total functional expenses. Add lines 1 through 24f 20,930,818 19,091,566 1,257,678 581,574
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation
       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 993,023 1 447,364
2 Savings and temporary cash investments ....... 5,516,710 2 1,630,274
3 Pledges and grants receivable, net ......... 17,976,400 3 26,753,203
4 Accounts receivable, net ......... 4,949 4 28,852
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 642,351 7 128,379
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 46,798 9 76,270
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 425,949
b Less: accumulated depreciation. ..... 10b 383,602 56,057 10c 42,347
11 Investments—publicly traded securities .......... 95,896,091 11 100,724,000
12 Investments—other securities. See Part IV, line 11 ...... 469,500 12 486,400
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 5,818,713 15 6,745,220
16 Total assets. Add lines 1 through 15 (must equal line 34)... 127,420,592 16 137,062,309
Liabilities 17 Accounts payable and accrued expenses . 156,546 17 104,554
18 Grants payable .......... 2,080,142 18 1,171,956
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 4,815,194 25 5,984,424
26 Total liabilities. Add lines 17 through 25..... 7,051,882 26 7,260,934
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 24,353,754 27 27,510,673
28 Temporarily restricted net assets ..... 37,174,979 28 39,917,436
29 Permanently restricted net assets ..... 58,839,977 29 62,373,266
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 120,368,710 33 129,801,375
34 Total liabilities and net assets/fund balances ..... 127,420,592 34 137,062,309
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
22,252,303
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
20,930,818
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
1,321,485
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
120,368,710
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
8,111,180
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
129,801,375
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization
(ii)
EIN
(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv)
Is the organization in col. (i) listed in your governing document?
(v)
Did you notify the organization in col. (i) of your support?
(vi)
Is the organization in col. (i) organized in the U.S.?
(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 17,134,313 14,750,106 24,502,341 19,837,736 17,930,902 94,155,398
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 17,134,313 14,750,106 24,502,341 19,837,736 17,930,902 94,155,398
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           33,589,113
6 Public Support. Subtract line 5 from line 4.           60,566,285
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 17,134,313 14,750,106 24,502,341 19,837,736 17,930,902 94,155,398
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 2,646,003 3,349,918 3,149,961 2,137,894 2,114,070 13,397,846
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 30,388         30,388
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 67,128 121,660 99,117 3,458 10,280 301,643
11 Total support (Add lines 7 through 10).           107,885,275
12
12
7,301,294
13
Section C. Computation of Public Support Percentage
14
14
56.140 %
15
15
56.380 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Contributors (see Instructions)
     
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Aggregate contributions
(d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I
(b)
Purpose of gift
(c)
Use of gift
(d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 147  
2 Aggregate contributions to (during year) ... 2,891,017  
3 Aggregate grants from (during year) ... 3,201,129  
4 Aggregate value at end of year ....... 18,858,233  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 55,016,100 43,996,800 56,923,100
b Contributions ........ 2,390,500 4,497,600 3,967,800
c Investment earnings or losses ... 6,623,300 8,922,300 -13,984,400
d Grants or scholarships ..... 1,527,000 1,552,500 1,545,700
e Other expenditures for facilities
and programs ........
18,000 14,500 355,100
f Administrative expenses .... 268,700 833,600 1,008,900
g End of year balance ...... 62,216,200 55,016,100 43,996,800
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet1.000 %
b
Permanent endowment: SchDMd Bullet87.000 %
c
Term endowment: SchDMd Bullet12.000 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............   41,881 41,881 0
d Equipment ................   384,068 341,721 42,347
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 42,347
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
LIABILITIES UNDER TRUST AGREEMENTS 5,984,424








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,984,424
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS SERVE A WIDE VARIETY OF CHARITABLE PURPOSES AND REFLECT THE INTENT OF OUR DONORS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ADOPTED THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, INCOME TAXES, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS ON JANUARY 1, 2009. THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2010 OR 2009, RESPECTIVELY. THE FOUNDATION AND ITS SUPPORTING ORGANIZATIONS FILE EXEMPT ORGANIZATION RETURNS AND, IF APPLICABLE, UNRELATED BUSINESS INCOME TAX RETURNS IN THE U.S. FEDERAL AND CALIFORNIA JURISDICTIONS.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE F
(Form 990)

Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,
Part IV, line 14b, 15, or 16.
Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of the grants or
assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside the
United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total
expenditures for region/investments
in region
SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION   16,500
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....   0 16,500
b Total from continuation sheets to Part I ...   0 0
c Totals (add lines 3a and 3b)   0 16,500
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
SUB-SAHARAN AFRICA CONSERVATION OF PALAEOANTHROPOLOGICAL SITES 16,500 WIRE TRANSFER      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
0
3
Enter total number of other organizations or entities ........................MediumBullet
1
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2010
Schedule F (Form 990) 2010
Page 5
Part V
Supplemental Information
Complete this part to provide the information (see instructions) required in Part I, line 2, and any additional information.
Identifier ReturnReference Explanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:   SCHEDULE F, PART I, LINE 2: GRANTEE PROVIDES A FINANCIAL REPORT AND DOCUMENTATION OF ALL EXPENSES, WHICH STAFF REVIEW TO ENSURE COMPLIANCE WITH THE CHARITABLE PURPOSES OF THE GRANT.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2010
Additional Data


Software ID:  
Software Version:  



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number
68-0003212
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ALLIANCE FOR RURAL COMMUNITY HEALTH367 NORTH STATE STREET STE 201
UKIAH,CA95482
68-0407601 501(C)3 17,500       FOR SCHOOLS OUTREACH AND ENROLLMENT SERVICES
(2) ALLIANCE MEDICAL CENTER1381 UNIVERSITY AVENUE
HEALDSBURG,CA95448
94-2308748 501(C)3 7,500       TO HELP SUPPORT OPERATIONAL EXPENSES OF TEEN HEALTH CENTER
(3) AMERICAN HEART ASSOCIATION1400 N DUTTON AVE STE 20
SANTA ROSA,CA95401
13-5613797 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(4) AMERICAN RED CROSS SONOMA & MENDOCINO CHAPTER5297 AERO DRIVE
SANTA ROSA,CA95403
94-1641912 501(C)3 13,750       FOR GENERAL OPERATING SUPPORT
(5) ANALY HIGH SCHOOL EDUCATION FOUNDATION6950 ANALY AVENUE
SEBASTOPOL,CA95472
20-2821540 501(C)3 5,250       FOR GENERAL OPERATING SUPPORT
(6) ARTS COUNCIL OF SONOMA COUNTY404 MENDOCINO AVE STE C
SANTA ROSA,CA954016377
68-0004416 501(C)3 82,000       FOR GENERAL OPERATING SUPPORT
(7) BECOMING INDEPENDENT1425 CORPORATE CENTER PKY
SANTA ROSA,CA954075434
94-2641147 501(C)3 11,765       FOR GENERAL OPERATING SUPPORT
(8) BOYS AND GIRLS CLUBS OF CENTRAL SONOMA COUNTYPO BOX 7460
SANTA ROSA,CA95407
68-0309534 501(C)3 250,000       FOR GENERAL OPERATING SUPPORT
(9) BOYS AND GIRLS CLUBS OF SONOMA VALLEYPO BOX 218
EL VERANO,CA954330218
94-1579901 501(C)3 11,500       FOR GENERAL OPERATING SUPPORT
(10) BREAD FOR THE JOURNEY9 SANTA GABRIELLA CT
NOVATO,CA94945
85-0376286 501(C)3 6,500       FOR GENERAL OPERATING SUPPORT
(11) BUCK INSTITUTE8001 REDWOOD BLVD
NOVATO,CA94945
94-3030609 501(C)3 10,000       FOR GENERAL OPERATIONS FOR AGE RESEARCH
(12) CALIFORNIA HUMAN DEVELOPMENT3315 AIRWAY DRIVE
SANTA ROSA,CA95403
94-1653023 501(C)3 99,000       FOR THE PURCHASE OF STONEHOUSE AND GENERAL OPERATING SUPPORT
(13) CALIFORNIA POETS IN THE SCHOOLS1333 BALBOA ST STE 3
SAN FRANCISCO,CA94118
94-2977264 501(C)3 15,500       FOR GENERAL OPERATING SUPPORT
(14) CALIFORNIA KIDS HEALTHCARE FOUNDATIONPO BOX 260
NORTH HOLLYWOOD,CA91603
95-4357592 501(C)3 82,118       FOR CALIFORNIA KIDS MEMBER INSURANCE PREMIUMS
(15) CALISTOGA FAMILY CENTER1500 CEDAR ST
CALISTOGA,CA94515
80-0023012 501(C)3 10,000       FOR SUPPORT OF EDUCATION AND WOMEN'S SERVICES
(16) CANINE COMPANIONS FOR INDEPENDENCEPO BOX 446
SANTA ROSA,CA954020446
94-2494324 501(C)3 75,000       TO HELP PLACE HIGHLY TRAINED ASSISTANCE DOGS WITH PEOPLE WITH DISABILITIES
(17) CARTOON ART MUSEUM655 MISSION STREET
SAN FRANCISCO,CA94105
68-0036947 501(C)3 5,300       FOR GENERAL OPERATING SUPPORT
(18) CATHOLIC CHARITIES OF THE DIOCESES OF SANTA ROSAPO BOX 4900
SANTA ROSA,CA95402
94-2479393 501(C)3 204,375       FOR GENERAL OPERATING SUPPORT
(19) CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSHIP9619 OLD REDWOOD HIGHWAY
WINDSOR,CA95492
94-2345807 501(C)3 10,591       FOR BUILDING IMPROVEMENTS AND TO RETIRE FUND
(20) CENTER FOR THE CREATIVE ARTS THERAPIESPO BOX 9296
SANTA ROSA,CA95405
68-0418617 501(C)3 11,775       FOR GENERAL OPERATING SUPPORT
(21) CENTRO LABORAL DE GRATONPO BOX 42
GRATON,CA95444
68-0472311 501(C)3 46,850       FOR THE NORTH BAY ORGANIZING PROJECT AND GENERAL OPERATING SUPPORT
(22) CERES COMMUNITY PROJECTPO BOX 1562
SEBASTOPOL,CA954731562
26-2250997 501(C)3 9,500       FOR GENERAL OPERATING SUPPORT
(23) CHARLES M SCHULZ MUSEUM & RESEARCH CENTER2301 HARDIES LANE
SANTA ROSA,CA95403
68-0422370 501(C)3 635,000       FOR GENERAL OPERATING SUPPORT
(24) CHURCH OF THE INCARNATION636 CHERRY STREET
SANTA ROSA,CA95404
94-1207718 501(C)3 15,000       FOR THE ST. ANDREWS FOOD PROGRAM AND THE NUMINA CENTER
(25) CITY OF SANTA ROSAP O BOX 1678
SANTA ROSA,CA95402
94-6000428 CITY OF SANTA ROSA 6,000       TO SUPPORT HISTORIC BALL FUNDRASING EVENT FOR THE RURAL CEMETERY
(26) CITY OF SANTA ROSA RECREATION & PARKS DEPT- FINLEY CENTER2060 WEST COLLEGE AVE
SANTA ROSA,CA95401
85-6000172 CITY OF SANTA ROSA 480,500       FOR CONSTRUCTION COSTS OF SANTA ROSA FINLEY CENTER SENIOR WING
(27) CITY OF SANTA ROSA-ECONOMIC DEVELOPMENT AND HOUSINGPO BOX 1806
SANTA ROSA,CA95402
85-6000172 CITY OF SANTA ROSA 133,500       FOR SUPPORT SERVICES TO SINGLE ADULT RESIDENTS AT JONES HALL
(28) CLIMATE PROTECTION CAMPAIGNPO BOX 3785
SANTA ROSA,CA95402
45-0485495 501(C)3 68,850       FOR GENERAL OPERATING SUPPORT
(29) COASTWALK555 S MAIN STREET STE 1
SEBASTOPOL,CA95472
68-0150696 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(30) COMMITTEE ON THE SHELTERLESSPO BOX 2744
PETALUMA,CA949532744
68-0176855 501(C)3 74,975       FOR GENERAL OPERATING SUPPORT
(31) COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY1300 NORTH DUTTON AVENUE
SANTA ROSA,CA954014610
94-1648949 501(C)3 64,468       FOR SERVICES TO HOMELESS ADULTS AND FOR KID'S NET SUPPORT
(32) COMMUNITY BUILDING FOUNDATION354 GOLD RIDGE ROAD
SEBASTOPOL,CA95472
20-2767566 501(C)3 10,000       FOR THE MINERVA PROJECT
(33) COMMUNITY HEALTH FOUNDATION OF GREATER PETALUMA1425 NO MCDOWELL BLVDSTE103
PETALUMA,CA94954
51-0154495 501(C)3 257,000       FOR GENERAL OPERATING SUPPORT
(34) COMMUNITY MATTERSPO BOX 14816
SANTA ROSA,CA95402
68-0369720 501(C)3 15,800       FOR OPERATING EXPENSES AND TO SPONSOR THEIR WORK IN TWO SCHOOLS
(35) CONSERVATION STRATEGY FUND103 MORRIS ST STES
SEBASTOPOL,CA95472
94-3294843 501(C)3 41,400       FOR GENERAL OPERATING SUPPORT
(36) COUNCIL ON AGING OF SONOMA COUNTY30 KAWANA SPRINGS RD
SANTA ROSA,CA95404
94-6138714 501(C)3 6,750       FOR GENERAL OPERATING SUPPORT
(37) COUNTY OF SONOMA HEALTH SERVICES3313 CHANATE ROAD
SANTA ROSA,CA954041795
94-6000536 SONOMA COUNTY 58,500       FOR GENERAL OPERATING SUPPORT
(38) DEMEO TEEN CLUB INC509 ADAMS STREET
SANTA ROSA,CA95401
91-1859251 501(C)3 532,250       FOR GENERAL OPERATING SUPPORT
(39) DOCTORS WITHOUT BORDERS333 SEVENTH AVE 2ND FLOOR
NEW YORK,NY10001
13-3433452 501(C)3 24,250       FOR HAITI EARTHQUAKE RELIEF AND GENERAL OPERATING SUPPORT
(40) DREAMWEATHER FOUNDATIONPO BOX 2002
SEBASTOPOL,CA95473
20-0250436 501(C)3 5,500       FOR GENERAL OPERATING SUPPORT
(41) DRUG ABUSE ALTERNATIVES CENTER2403 PROFESSIONAL DR STE 101
SANTA ROSA,CA954033007
94-1694676 501(C)3 15,000       FOR THE PERINATAL PROGRAM
(42) EAGLEBROOK SCHOOL271 PINE NOOK RD
DEERFIELD,MA01342
04-2108341 501(C)3 10,000       FOR THE ANNUAL FUND
(43) EARLE BAUM CENTER OF THE BLIND4539 OCCIDENTAL ROAD
SANTA ROSA,CA95401
91-1840275 501(C)3 30,000       TO SUPPORT EARLEFEST 2010 MUSIC FESTIVAL AND FOR THE ENDOWMENT FUND
(44) EL MOLINO HIGH SCHOOL7050 COVEY ROAD
FORESTVILLE,CA95436
94-6002635 501(C)3 10,000       FOR THE ENVIRONMENTAL SCIENCE FUND
(45) FAMILY SERVICE AGENCY751 LOMBARDI COURT STE C
SANTA ROSA,CA95407
94-1617635 501(C)3 10,000       TO SUPPORT THE AGENCY'S BILINGUAL THERAPY SERVICES
(46) FOOD FIRSTINSTITUTE FOR FOOD AND DEVELOPMENT POLICY INC398 60TH ST
OAKLAND,CA94618
13-2838167 501(C)3 20,000       FOR GENERAL OPERATING SUPPORT
(47) FOOD FOR THOUGHTPO BOX 1608
FORESTVILLE,CA95436
68-0181095 501(C)3 12,350       FOR GENERAL OPERATING SUPPORT
(48) FOODBANK OF SANTA BARBARA COUNTY4554 HOLLISTER AVE
SANTA BARBARA,CA93110
77-0169214 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(49) FORGOTTEN FELINES OF SONOMA COUNTYPO BOX 6672
SANTA ROSA,CA95406
68-0228734 501(C)3 5,509       FOR GENERAL OPERATING SUPPORT
(50) FREE TO BE987 AIRWAY CT STE 16
SANTA ROSA,CA95403
20-8880651 501(C)3 30,000       FOR GENERAL OPERATING SUPPORT
(51) FRIENDS OF VILLA GRANDEPO BOX 28
VILLA GRANDE,CA95486
64-0964108 501(C)3 8,000       TO PROVIDE GENERAL SUPPORT TO THE ORGANIZATION
(52) GIANT STEPS THERAPEUTIC EQUESTRIAN CENTERPO BOX 4855
PETALUMA,CA949544855
68-0404917 501(C)3 12,000       FOR GENERAL OPERATING SUPPORT
(53) GIRL SCOUTS OF NORTHERN CALIFORNIA7700 EDGEWATER DRIVE SUITE 340
OAKLAND,CA94621
94-1551410 501(C)3 7,900       TO FUND LOCAL OUTREACH PROGRAMS
(54) GOODWILL INDUSTRIES OF THE REDWOOD EMPIRE651 YOLANDA AVENUE
SANTA ROSA,CA95404
94-2237862 501(C)3 5,800       FOR GENERAL OPERATING SUPPORT
(55) GROUNDSPARK2180 BRYANT STREET SUITE 203
SAN FRANCISCO,CA94110
83-0498854 501(C)3 10,250       FOR GENERAL OPERATING SUPPORT
(56) HAITI NURSING FOUNDATIONPO BOX 3008
ANN HARBOR,MI48106
26-0107365 501(C)3 10,000       TO SUPPORT SCHOOL OF NURSING-HAITI RELIEF
(57) HAMPSHIRE COLLEGE893 WEST ST
AMHERST,MA01002
04-6130872 501(C)3 25,000       FOR GENERAL OPERATING SUPPORT
(58) HAND FAN MUSEUM219 HEALDSBURG AVE
HEALDSBURG,CA95448
51-0429747 501(C)3 40,000       FOR GENERAL OPERATIONS
(59) HAYSTACK MOUNTAIN SCHOOL OF CRAFTPO BOX 518
DEER ISLE,ME04627
01-0243548 501(C)3 7,500       FOR CERAMIC STUDIO KILNS AND SHELVING
(60) HEALDSBURG ANIMAL SHELTERPO BOX 42
HEALDSBURG,CA95448
94-1541169 501(C)3 8,000       FOR GENERAL SUPPORT OF THE HEALDSBURG ANIMAL SHELTER
(61) HEALDSBURG EDUCATION FOUNDATIONPO BOX 1668
HEALDSBURG,CA95448
68-0051242 501(C)3 13,950       FOR GENERAL OPERATING SUPPORT
(62) HEALDSBURG JAZZ FESTIVALP O BOX 266
HEALDSBURG,CA95448
71-0910474 501(C)3 10,667       FOR GENERAL OPERATING SUPPORT
(63) HEALDSBURG MUSEUM & HISTORICAL SOCIETY221 MATHESON STREET
HEALDSBURG,CA95448
94-2401543 501(C)3 720,697       FOR GENERAL OPERATING SUPPORT
(64) HEALDSBURG PERFORMING ARTS THEATERPO BOX 870
HEALDSBURG,CA95448
68-0470571 501(C)3 46,000       FOR GENERAL OPERATING SUPPORT
(65) HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY111 MONTE VISTA AVE
HEALDSBURG,CA95448
68-0474109 501(C)3 21,000       FOR GENERAL OPERATING SUPPORT
(66) HEALTHY COMMUNITY CONSORTIUM200 DOUGLAS STREET
PETALUMA,CA94952
68-0475211 501(C)3 10,000       FOR THE LATINO CIVIC ENGAGEMENT PROJECT
(67) HISTORICAL MUSEUM FOUNDATION OF SONOMA COUNTY425 SEVENTH STREET
SANTA ROSA,CA95401
94-2506626 501(C)3 31,599       FOR EDUCATION PROGRAMS OVER THE NEXT TWO YEARS
(68) HUMANE SOCIETY OF SONOMA COUNTYPO BOX 1296
SANTA ROSA,CA95402
94-6001315 501(C)3 19,622       FOR GENERAL OPERATING SUPPORT
(69) INTERNATIONAL MENTAL HEALTH RESEARCH ORGANIZATIONPO BOX 680
RUTHERFORD,CA94573
68-0359707 501(C)3 10,000       TO SUPPORT THE MUSIC FESTIVAL FOR MENTAL HEALTH
(70) KENWOOD COMMUNITY CHURCH - UCCPO BOX 46
KENWOOD,CA95452
68-0005612 501(C)3 7,000       FOR GENERAL OPERATING SUPPORT
(71) KID STREET LEARNING CENTERP O BOX 6784
SANTA ROSA,CA954060784
68-0306527 501(C)3 8,000       FOR THE PURCHASE OF HEALTHY FOOD
(72) LA LUZ BILINGUAL CENTER17560 GREGER ST
SONOMA,CA95476
68-0228235 501(C)3 13,000       FOR THE ANNUAL FUND AND TO SUPPORT NOCHE DE LUNA EVENT
(73) LAGUNA DE SANTA ROSA FOUNDATION900 SANFORD ROAD
SANTA ROSA,CA95401
94-3155180 501(C)3 35,000       TO SUPPORT THE BIODIVERSITY ACTION PLAN WORKSHOP
(74) LAMBDA LEGAL DEFENSE & EDUCATION FUND120 WALL ST STE 1500
NEW YORK,NY100053904
23-7395681 501(C)3 8,500       FOR GENERAL OPERATING SUPPORT
(75) LANDPATHSPO BOX 4648
SANTA ROSA,CA95402
94-3213100 501(C)3 47,500       FOR GENERAL OPERATING SUPPORT
(76) LEADERSHIP INSTITUTE FOR ECOLOGY AND THE ECONOMY555 FIFTH STREET SUITE 300A
SANTA ROSA,CA954018301
68-0440384 501(C)3 42,900       TO SUPPORT THE LEADERSHIP TRAINING AND FOR GENERAL OPERATING SUPPORT
(77) LEGAL AID OF SONOMA COUNTY1105 N DUTTON AVE STE B
SANTA ROSA,CA954014683
68-0008581 501(C)3 20,000       FOR GENERAL OPERATING SUPPORT
(78) LOMI COUNSELING CLINIC534 B STREET
SANTA ROSA,CA95404
94-2495238 501(C)3 15,000       TO MATCH A CHALLENGE GRANT
(79) OAKLAND MUSEUM OF CALIFORNIA1000 OAK ST
OAKLAND,CA94607
94-3094513 501(C)3 10,000       FOR RENOVATION AND RE-INSTALLATION OF THE NATURAL SCIENCES GALLERY
(80) OPPORTUNITY INTERNATIONAL2122 YORK RD STE 340
OAKBROOK,IL60525
54-0907624 501(C)3 6,500       TO FUND MICRO LOANS IN COLOMBIA
(81) PALM DRIVE HEALTH CARE FOUNDATION625 PETALUMA AVE SUITE E
SEBASTOPOL,CA95472
94-3314210 501(C)3 171,000       FOR GENERAL OPERATING SUPPORT
(82) PARTNERSHIP HEALTHPLAN OF CALIFORNIA360 CAMPUS LANE STE 100
FAIRFIELD,CA94534
68-0301406 501(C)3 273,347       FOR HEALTH INSURANCE PREMIUMS FOR UNINSURED CHILDREN
(83) PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST INC1380 19TH HOLE DR STE 100
WINDSOR,CA95492
34-2012430 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(84) PENLAND SCHOOL OF CRAFTSPO BOX 37
PENLAND,NC28756
56-0623948 501(C)3 7,138       FOR KILN REBUILDING
(85) PEPPERWOOD FOUNDATION2130 PEPPERWOOD PRESERVE RD
SANTA ROSA,CA95404
01-0817571 501(C)3 375,100       FOR OPERATING AND CAPITAL SUPPORT FOR PEPPERWOOD FOUNDATION
(86) PETALUMA ARTS COUNCILPO BOX 750661
PETALUMA,CA949750661
31-1804169 501(C)3 10,500       FOR GENERAL OPERATING SUPPORT
(87) PETALUMA ECUMENICAL PROPERTIES951 PETALUMA BLVD SOUTH
PETALUMA,CA94952
94-2565270 501(C)3 6,500       TO PROVIDE EMERGENCY FINANCIAL AID TO LOW INCOME SENIORS
(88) PFLAG - NORTH BAYPO BOX 5989
NAPA,CA954810989
91-1790050 501(C)3 10,000       TO SUPPORT THEIR SCHOLARSHIP PROGRAM
(89) PRBO CONSERVATION SCIENCE3820 CYPRESS DRIVE 11
PETALUMA,CA94954
94-1594250 501(C)3 40,000       FOR THE INTERNSHIP PROGRAM
(90) PUBLIC SCHOOL SUCCESS TEAM INCPO BOX 781
HEALDSBURG,CA95448
26-4632140 501(C)3 8,000       FOR THE EXPANSION OF ITS YOUTH EDUCATION AND DEVELOPMENT PROGRAM
(91) PULITZER CENTER ON CRISIS REPORTING1779 MASSACHUSETTS AVE NW STE 615
WASHINGTON,DC20036
27-0458242 501(C)3 32,000       TO SUPPORT OUTER VOICES
(92) QUARRYHILL BOTANICAL GARDENPO BOX 232
GLEN ELLEN,CA95442
68-0249110 501(C)3 9,706,000       FOR GENERAL OPERATING SUPPORT
(93) REDWOOD EMPIRE FOOD BANK3320 INDUSTRIAL DRIVE
SANTA ROSA,CA95403
68-0121855 501(C)3 106,600       FOR GENERAL OPERATING SUPPORT
(94) REDWOOD GOSPEL MISSIONPO BOX 493
SANTA ROSA,CA954020493
94-6122045 501(C)3 11,000       FOR GENERAL OPERATING SUPPORT
(95) REDWOOD JUSTICE FUNDPO BOX 14720
SANTA ROSA,CA95402
68-0334309 501(C)3 30,000       FOR THE PRISON RADIO AND PURPLE BERETS WORK
(96) RESTORATIVE RESOURCES3440 AIRWAY DR STE E
SANTA ROSA,CA95403
94-3389695 501(C)3 10,000       FOR DEVELOPING FUNDING MATERIALS
(97) ROSELAND UNIVERSITY PREP100 SEBASTOPOL ROAD
SANTA ROSA,CA95407
43-2029144 501(C)3 33,000       TO MATCH FUND RAISED FOR SCHOLARSHIPS FOR ROSELAND UNIVERSITY PREP
(98) RURAL CALIFORNIA BROADCASTING (KRCB)5850 LABATH AVENUE
ROHNERT PARK,CA949282041
94-2718837 501(C)3 6,800       FOR GENERAL OPERATING SUPPORT
(99) RUSSIAN RIVERKEEPERPO BOX 1335
HEALDSBURG,CA95448
68-0321117 501(C)3 24,000       FOR GENERAL OPERATING SUPPORT
(100) SACRED ARTS COMMUNICATIONS3708 PAXTON PLACE
SANTA ROSA,CA95404
68-0436812 501(C)3 7,400       FOR COPY EDITING AND TYPE SETTING FOR INSTRUCTIONAL SERIES OF BOOKS
(101) SANTA ROSA CHILDREN'S CHORUS139 WALNUT COURT
SANTA ROSA,CA95404
68-0165953 501(C)3 32,100       FOR GENERAL OPERATING SUPPORT
(102) SANTA ROSA MEMORIAL HOSPITAL FOUNDATION1154 MONTGOMERY DRIVE SUITE 1
SANTA ROSA,CA95405
23-7124412 501(C)3 56,400       FOR GENERAL OPERATING SUPPORT
(103) SANTA ROSA SYMPHONY50 SANTA ROSA AVENUE STE 410
SANTA ROSA,CA95404
94-6134075 501(C)3 168,380       FOR GENERAL OPERATING SUPPORT
(104) SAVE SAN FRANCISCO BAY ASSOCIATION350 FRANK H OGAWA PLAZA SUITE 900
OAKLAND,CA94612
94-6078420 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(105) SEBASTOPOL COMMUNITY CENTERPO BOX 2028
SEBASTOPOL,CA95472
94-2915229 501(C)3 46,532       FOR GENERAL OPERATING SUPPORT
(106) SENIORS INC1208 FOURTH STREET
SANTA ROSA,CA954044012
51-0464098 501(C)3 111,600       FOR ARCHITECTURAL AND ENGINEERING COSTS OF THE NEW SENIOR CENTER
(107) SIERRA NEVADA CHILDREN'S MUSEUM11711 DONNER PASS RD
TRUCKEE,CA96161
94-3156964 501(C)3 6,000       TO DEVELOP NEW EXHIBITION SPACE AT KIDZONE CHILDREN'S MUSEUM
(108) SOCIAL ADVOCATES FOR YOUTH3440 AIRWAY DRIVE SUITE E
SANTA ROSA,CA95403
94-1711490 501(C)3 34,935       FOR GENERAL OPERATING SUPPORT
(109) SONOMA ACADEMY2500 FARMERS LANE
SANTA ROSA,CA954047013
94-3343174 501(C)3 26,000       FOR GENERAL OPERATING SUPPORT
(110) SONOMA COMMUNITY CENTER276 EAST NAPA STREET
SONOMA,CA95476
94-1566728 501(C)3 6,000       FOR GENERAL OPERATING SUPPORT
(111) SONOMA COUNTY ANIMAL CARE AND CONTROL1247 CENTURY CT
SANTA ROSA,CA95403
94-6000536 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(112) SONOMA COUNTY CHILDREN'S CHARITIES414 AVIATION BLVD
SANTA ROSA,CA95403
68-0270692 501(C)3 10,000       FOR GENERAL OPERATING SUPPORT
(113) SONOMA COUNTY FAIR AND EXPOSITION INCPO BOX 1536
SANTA ROSA,CA95402
94-6003236 501(C)3 8,800       FOR GENERAL IMPROVEMENTS TO SWEET LIL'S FARMERY
(114) SONOMA COUNTY REGIONAL PARKS2300 COUNTY CENTER DR 120A
SANTA ROSA,CA954033009
68-0421813 501(C)3 7,000       FOR A NEW CHILDREN'S PLAYGROUND AT RAGLE RANCH REGIONAL PARK
(115) SONOMA COUNTY REPERTORY THEATER104 NORTH MAIN STREET
SEBASTOPOL,CA95472
63-0197052 501(C)3 30,799       FOR YOUTH EDUCATION AND FOR GENERAL OPERATING SUPPORT
(116) SONOMA ECOLOGY CENTER20 EAST SPAIN STREET
SONOMA,CA95476
94-3136500 501(C)3 24,500       TO PROVIDE GENERAL SUPPORT
(117) SONOMA LAND TRUST966 SONOMA AVENUE
SANTA ROSA,CA954044814
51-0197006 501(C)3 52,550       GENERAL OPERATIONS AND SUPPORT OF COCHRAN GLEN OAKS PROPERTY
(118) SONOMA PARADISO FOUNDATIONC/O CFSC- 250 D ST STE 205
SANTA ROSA,CA954044773
42-1728309 501(C)3 30,000       FOR GENERAL OPERATING SUPPORT
(119) SONOMA VALLEY HISTORICAL SOCIETYP O BOX 861
SONOMA CA,CA95476
94-2430797 501(C)3 19,380       TO PRESERVE THE HISTORY OF SONOMA VALLEY
(120) SONOMA VALLEY HOSPITAL FOUNDATION347 ANDRIEUX STREET
SONOMA,CA95476
94-2832488 501(C)3 70,128       TO SUPPORT THE SONOMA VALLEY HOSPITAL EMERGENCY DEPARTMENT
(121) SONOMA VALLEY MUSEUM OF ARTPO BOX 322
SONOMA,CA95476
68-0409459 501(C)3 131,000       TO PROVIDE GENERAL SUPPORT
(122) SONOMA VALLEY TEEN SERVICES17440 HIGHWAY 12
SONOMA CA,CA954763656
68-0390038 501(C)3 14,000       FOR GENERAL OPERATING SUPPORT
(123) SOUTHWEST COMMUNITY HEALTH CENTER3569 ROUND BARN CIRCLE
SANTA ROSA,CA95403
68-0365296 501(C)3 190,322       FOR THE CAPITAL CAMPAIGN AND TO RETIRE THE FUND
(124) SSU ACADEMIC FOUNDATION1801 E COTATI AVENUE
ROHNERT PARK,CA94928
99-0157509 501(C)3 72,370       FOR GENERAL OPERATING SUPPORT OF THE GREEN MUSIC CENTER
(125) ST ANDREW PRESBYTERIAN CHURCH16290 ARNOLD DR
SONOMA,CA95476
51-0158108 501(C)3 8,200       FOR GENERAL OPERATING SUPPORT
(126) ST VINCENT DE PAUL HIGH SCHOOL849 KEOKUK STREET
PETALUMA,CA94952
94-2284011 501(C)3 6,000       FOR THE STUDENT COMMUNITY SERVICE ENHANCEMENT PROGRAM
(127) THE BAY INSTITUTE695 DE LONG AVE STE 100
NOVATO,CA94945
94-2717001 501(C)3 15,000       FOR GENERAL OPERATING SUPPORT
(128) THE COLLEGE BOUND FOUNDATION417 MONTGOMERY STREET
SAN FRANCISCO,CA94104
94-3240079 501(C)3 25,000       TO SUPPORT THE VOLUNTEER LEARNING COACH PROGRAM
(129) THE GREENHOUSE CHILDREN'S PROJECT INCPO BOX 6322
SANTA ROSA,CA95406
02-0376222 501(C)3 20,000       TO PURCHASE A NEW VAN
(130) THE INSTITUTE OF ARCHAEOMYTHOLOGY1645 FURLONG RD
SEBASTOPOL,CA95472
01-0768191 501(C)3 20,000       FOR GENERAL OPERATING SUPPORT
(131) THE LIVING ROOM CENTER INC636 CHERRY STREET
SANTA ROSA,CA954044203
58-2675876 501(C)3 17,050       FOR GENERAL OPERATING SUPPORT
(132) THE PEW CHARITABLE TRUSTONE COMMERCE SQ 2005 MARKET ST STE
1700
PHILADELPHIA,PA19103
56-2307147 501(C)3 272,076       TO PRESERVE/ENHANCE ENVIRONMENTAL QUALITY ON THE NW PACIFIC COAST
(133) THE SALVATION ARMY - SANTA ROSA93 STONY CIRCLE
SANTA ROSA,CA95401
94-1156347 501(C)3 11,500       FOR GENERAL OPERATING SUPPORT
(134) TOOLBOX PROJECT3600 BURNSIDE ROAD
SEBASTOPOL,CA95472
68-0673821 501(C)3 15,000       FOR GENERAL OPERATING SUPPORT
(135) TWIN HILLS APPLE BLOSSOM EDUCATIONAL FOUNDATION700 WATERTROUGH ROAD
SEBASTOPOL,CA95472
68-0101000 501(C)3 6,000       FOR GENERAL OPERATING SUPPORT
(136) UNITED CEREBRAL PALSY OF THE NORTH BAY3835 CYPRESS DRIVE STE 103
PETALUMA,CA94954
94-2284940 501(C)3 377,508       TO RETIRE THE FUND
(137) UNITED WAY OF THE WINE COUNTRYPO BOX A
SANTA ROSA,CA95402
94-1669646 501(C)3 20,000       FOR GENERAL OPERATING SUPPORT
(138) USE THE NEWS FOUNDATION2261 MARKET ST 309
SAN FRANCISCO,CA94114
94-3302611 501(C)3 7,200       FOR GENERAL OPERATING SUPPORT
(139) VINTAGE HOUSE SENIOR MULTIPURPOSE CTR264 FIRST STREET EAST
SONOMA,CA95476
94-2745586 501(C)3 20,000       FOR GENERAL OPERATING SUPPORT
(140) VOLUNTEER CENTER OF SONOMA COUNTY153 STONY CIRCLE STE 100
SANTA ROSA,CA954019507
94-1751375 501(C)3 70,100       FOR GENERAL OPERATING SUPPORT
(141) WELLS FARGO CENTER FOR THE ARTS50 MARK WEST SPRINGS ROAD
SANTA ROSA,CA954031476
94-2581084 501(C)3 60,250       FOR GENERAL OPERATING SUPPORT AND FOR SCHOOL ARTS EDUCATION
(142) WEST SONOMA COUNTY UNION HIGH SCHOOL DISTRICT462 JOHNSON STREET
SEBASTOPOL,CA95472
94-6002635 WSC SCHOOL DISTRICT 13,600       TO REIMBURSE FOR COUNSELOR'S SALARIES AND SURVEY EXPENSES
(143) WOMEN'S RECOVERY SERVICESA UNIQUE PLACEPO BOX 1356
SANTA ROSA,CA95402
51-0178620 501(C)3 74,500       FOR GENERAL OPERATING SUPPORT
(144) YWCA OF SONOMA COUNTYPO BOX 3506
SANTA ROSA,CA95402
94-2347428 501(C)3 81,600       FOR GENERAL OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
144
3
Enter total number of other organizations ................................ . Bullet Image
0
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance
(1) SCHOLARSHIPS 77 199,225      
(2) ARTS AND CULTURE 18 29,575      











Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: FOR COMPETITIVE GRANTS, WE REQUIRE GRANTEES TO SIGN A CONTRACT THAT DESCRIBES THE USE OF THE FUNDS. THE CONTRACT ALSO REQUIRES GRANTEES TO SUBMIT BOTH A NARRATIVE AND A FINANCIAL REPORT DOCUMENTING THE ORGANIZATION'S ACTIVITIES WITH OUR GRANT AND THE SPECIFIC USES OF GRANT FUNDS, AT THE END OF THE GRANT PERIOD.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) BARBARA HUGHES (i)
(ii)
160,179
0
10,000
0
0
0
7,000
0
9,707
0
186,886
0
0
0















Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Types of Property
(a)
Check if applicable
(b)
Number of Contributions or items contributed
(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 19 753,868 HIGH-LOW AVERAGE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( FOOD ) X 1 2,500 GIFT CARD
26 Other Right pointing arrow large image ( CLT ) X 1 9,269,900 NET PRESENT VALUE
27 Other Right pointing arrow large image ( CRT ) X 2 108,755 NET PRESENT VALUE
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
1
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11   FINANCE STAFF REVIEWS DRAFT FORM 990. AUDIT COMMITTEE THEN REVIEWS THE DRAFT. AN ELECTRONIC COPY OF THE 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD EXCEPT FOR SCHEDULE B. BOARD MEMBERS HAVE AN OPPORTUNITY TO REVIEW SCHEDULE B IN PERSON PRIOR TO FILING.
  FORM 990, PART VI, SECTION B, LINE 12C ANNUAL FILING OF CONFLICT OF INTEREST DISCLOSURE STATEMENTS; POTENTIAL CONFLICTS OR APPEARANCE OF CONFLICTS ARE RECORDED IN MEETING MINUTES AND COMPLIANCE TO CONFLICT OF INTEREST STANDARDS IS THE RESPONSIBILITY OF THE CHAIR OF THE BOARD OR RELEVANT COMMITTEE.
  FORM 990, PART VI, SECTION B, LINE 15 THE COMMUNITY FOUNDATION HIRED AN OUTSIDE CONSULTANT TO DETERMINE APPROPRIATE COMPENSATION FOR THE PRESIDENT/CEO BASED ON COMPARABLE SALARY DATA WHEN SHE WAS HIRED. THE BOARD APPOINTED A HIRING COMMITTEE TO SELECT THE PRESIDENT/CEO AND SET COMPENSATION LEVEL. NO OTHER OFFICERS OR KEY EMPLOYEES WERE HIRED IN 2010 AND NO SALARY INCREASES OCCURRED.
  FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: - GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. - FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, COLUMN B BARBARA HUGHES' TIME IS DIVIDED AS FOLLOWS: COMMUNITY FOUNDATION SONOMA COUNTY 40 HRS OLIVER RANCH FOUNDATION 1 HRS SONOMA PARADISO FOUNDATION 1 HRS W JOHN MULLINEAUX'S TIME IS DIVIDED AS FOLLOWS: COMMUNITY FOUNDATION SONOMA COUNTY 40 HRS SONOMA PARADISO FOUNDATION 1 HRS BENNY L. BRAY'S TIME IS DIVIDED AS FOLLOWS: COMMUNITY FOUNDATION SONOMA COUNTY 1 HRS DEMEO TEEN CLUB, INC 1 HRS JEAN SCHULZ'S TIME IS DIVIDED AS FOLLOWS: COMMUNITY FOUNDATION SONOMA COUNTY 3 HRS OLIVER RANCH FOUNDATION 1 HRS PEPPERWOOD FOUNDATION 1 HRS
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 8,111,180.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section



(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled organization
Yes No
(1) DEMEO TEEN CLUB INC

509 ADAMS STREET

SANTA ROSA,CA95401
91-1859251
PROVIDE A TEEN CLUB FOR SANTA ROSA RESIDENTS. CA 501(C)(3) LINE 11A, I N/A
Yes
 
(2) SONOMA PARADISO FOUNDATION

250 D STREET SUITE 205

SANTA ROSA,CA95404
42-1728309
RAISE MONEY FOR THE BENEFIT OF CHILDREN'S ORGANIZATIONS IN SONOMA COUNTY. CA 501(C)(3) LINE 11A, I N/A
Yes
 
(3) OLIVER RANCH FOUNDATION

250 D STREET SUITE 205

SANTA ROSA,CA95404
80-0513305
PROMOTE APPRECIATION FOR SITE-SPECIFIC SCULPTURE CA 501(C)(3) LINE 11A, I N/A
Yes
 
(4) PEPPERWOOD FOUNDATION

3450 FRANK VALLEY ROAD

SANTA ROSA,CA95404
01-0817571
ENVIRONMENTAL RESEARCH AND EDUCATION BASED ON A 3117-ACRE NATURE PRESERVE CA 501(C)(3) LINE 11A, I N/A
 
No






For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



(b)
Primary activity



(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity


(e)
Type of entity
(C corp, S corp,
or trust)

(f)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership














Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) DEMEO TEEN CLUB INC

B 532,250 ACTUAL PAID
(2) PEPPERWOOD FOUNDATION

B 375,100 ACTUAL PAID
(3)

(4)

(5)

(6)

Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all
partners
section
501(c)(3)
organizations?
(e)
Share of
end-of-year
assets
(f)
Disproprtionate allocations?
(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: