Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
7807 SOQUEL DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
APTOS, CA95003
D Employer identification number

94-2808039
E Telephone number

G Gross receipts $ 24,813,057
F Name and address of principal officer:
SUSAN FARRAR
7807 SOQUEL DRIVE
APTOS,CA95003
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CFSCC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: FOUNDED IN 1982, COMMUNITY FOUNDATION SANTA CRUZ COUNTY IS A PUBLIC, NONPROFIT ORGANIZATION CREATED BY AREA RESIDENTS AS A PERMANENT, LOCAL RESOURCE FOR CHARITABLE GIVING. THE MISSION IS TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.TO FULFILL ITS MISSION, THE FOUNDATION:*BUILDS PERMANENTLY ENDOWED FUNDS CONTRIBUTED BY MANY INDIVIDUALS AND INSTITUTIONS;*ENGAGES DONORS AND PROFESSIONAL ADVISORS IN CHARITABLE GIVING;*PROVIDES GRANTS AND ASSISTANCE TO DEVELOP AND STRENGTHEN COMMUNITY ORGANIZATIONS;*ENCOURAGES PARTNERSHIPS WITH FOUNDATIONS, BUSINESSES, AND GOVERNMENT TO INCREASE FUNDS DISTRIBUTED TO THE COMMUNITY; AND*INSPIRES PHILANTHROPY AND COMMUNITY INVOLVEMENT
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 25
6 Total number of volunteers (estimate if necessary) ............. 6 0
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) ......... 15,902,905 18,883,395
9 Program service revenue (Part VIII, line 2g) ......... 10,324 75,173
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,746,195 4,131,485
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 536,185 -119,804
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 21,195,609 22,970,249
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 6,255,473 12,266,331
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) 1,937,017 2,039,238
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet468,612    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,156,420 1,008,489
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,348,910 15,314,058
19 Revenue less expenses. Subtract line 18 from line 12....... 11,846,699 7,656,191
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 130,903,854 126,718,872
21 Total liabilities (Part X, line 26)............. 4,061,146 5,817,538
22 Net assets or fund balances. Subtract line 21 from line 20..... 126,842,708 120,901,334
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
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.
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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 14,260,450 including grants of $ 12,266,331 ) (Revenue $ 894,211 )
DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH, AND; HUMAN SERVICES.
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 expensesMediumBullet14,260,450
Form 990 (2018)
Form 990 (2018)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 IClick 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 IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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(see instructions) ....
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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 direct or indirect 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 M..Click 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.
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
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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 ...
35b
 
 
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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
25
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
 
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
25
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
 
No
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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 or note to any line 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
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
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
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCOMMUNITY FOUNDATION SANTA CRUZ COUNTY7807 SOQUEL DRIVE   APTOS,CA95003 (831) 662-2000
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARILYN CALCIANO......................................................................
PRESIDENT
1.00
.................
 
X   X       0 0 0
(2) FRENY COOPER......................................................................
VICE PRESIDENT
1.00
.................
 
X   X       0 0 0
(3) JULIE HAFF......................................................................
SECRETARY
1.00
.................
 
X   X       0 0 0
(4) DAVID DOOLIN......................................................................
TREASURER
1.00
.................
 
X   X       0 0 0
(5) EMILY BUCHBINDER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(6) LILIANA DIAZ......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(7) LARRY DONATONI......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(8) CYNTHIA DRULEY......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(9) JUDY FRANICH......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(10) JANET HEIEN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(11) FRED KEELEY......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(12) CARLOS J PALACIOS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(13) TONEE PICARD......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(14) ROGELIO PONCE JR......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(15) KIRK SCHMIDT......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(16) TREVOR STRUDLEY......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(17) JIM WEISENSTEIN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
Form 990 (2018)
Form 990 (2018)
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 (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SUSAN FARRAR........................................................................
CHIEF FINANCIAL OFFICER
40.00
.......................  
    X       146,667 0 26,876
(19) SUSAN TRUE........................................................................
CHIEF EXECUTIVE OFFICER
40.00
.......................  
    X       210,000 0 23,214
(20) CHRISTINA CUEVAS........................................................................
PROGRAM DIRECTOR
40.00
.......................  
        X   135,000 0 25,799
(21) TIM CARSON........................................................................
RWMF PROGRAM DIRECTOR
40.00
.......................  
        X   120,667 0 15,876
(22) SAM LEASK........................................................................
PHILANTHROPIC SERVICES DIR
40.00
.......................  
        X   123,800 0 25,127
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 736,134 0 116,892
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet5
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(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 $100,000 of compensation from the organization MediumBullet0
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 18,883,395
g Noncash contributions included in lines 1a - 1f:$ 4,286,653
h Total. Add lines 1a-1f.......MediumBullet 18,883,395
 Program Service RevenueAmt Business Code
2a FOUNDATION SERVICES FEES 900099 75,173 75,173    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 75,173
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,337,002     3,337,002
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,637,291
b Less: cost or other basis and sales expenses   1,842,808
c Gain or (loss)   794,483
d Net gain or (loss).....MediumBullet 794,483 794,483    
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        
Business Code Miscellaneous Revenue
11a OTHER INCOME 900099 24,555 24,555    
b CHANGE IN SPLIT INTEREST AGREEMEN 900099 -144,359     -144,359
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -119,804
12 Total revenue. See Instructions......MediumBullet 22,970,249 894,211 0 3,192,643
Form 990 (2018)
Form 990 (2018)
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).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 12,266,331 12,266,331
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 406,756 266,139 78,075 62,542
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 1,219,674 798,029 234,111 187,534
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 293,350 191,938 56,307 45,105
10 Payroll taxes ........... 119,458 78,161 22,929 18,368
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 25,162 16,463 4,830 3,869
c Accounting ........... 36,803 24,080 7,064 5,659
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 150,530 98,491 28,894 23,145
12 Advertising and promotion .... 23,752 15,541 4,559 3,652
13 Office expenses ....... 30,170 19,740 5,791 4,639
14 Information technology ...... 151,085 98,855 29,000 23,230
15 Royalties ..        
16 Occupancy ........... 92,664 60,630 17,786 14,248
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 25,770 16,862 4,946 3,962
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 310,768 203,335 59,650 47,783
23 Insurance ... 38,052 24,897 7,304 5,851
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a GENERAL AND ADMINISTRAT 79,021 51,703 15,168 12,150
b REPAIRS AND MAINTENANCE 44,712 29,255 8,582 6,875
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 15,314,058 14,260,450 584,996 468,612
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 942,974 2 2,054,108
3 Pledges and grants receivable, net ...... 374,393 3 319,725
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7 1,466,874
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 37,774 9 75,229
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 9,781,308
b Less: accumulated depreciation 10b 2,296,776 7,713,828 10c 7,484,532
11 Investments—publicly traded securities . 119,410,971 11 113,106,519
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 2,423,914 15 2,211,885
16 Total assets. Add lines 1 through 15 (must equal line 34)... 130,903,854 16 126,718,872
Liabilities 17 Accounts payable and accrued expenses ..... 127,079 17 163,976
18 Grants payable ... 877,022 18 2,880,857
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 939,378 20 952,553
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other 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 .. 165,000 23 128,137
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,952,667 25 1,692,015
26 Total liabilities. Add lines 17 through 25.. 4,061,146 26 5,817,538
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 7,554,456 27 7,403,865
28 Temporarily restricted net assets ........... 59,817,511 28 51,572,608
29 Permanently restricted net assets 59,470,741 29 61,924,861
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 126,842,708 33 120,901,334
34 Total liabilities and net assets/fund balances ........ 130,903,854 34 126,718,872
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
22,970,249
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
15,314,058
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
7,656,191
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
126,842,708
5
Net unrealized gains (losses) on investments ...............
5
-13,597,564
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
120,901,334
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2018)
Form 990 (2018)
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 9,092,957 11,556,876 12,999,130 15,902,905 18,883,395 68,435,263
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 9,092,957 11,556,876 12,999,130 15,902,905 18,883,395 68,435,263
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).. 9,995,107
6 Public support. Subtract line 5 from line 4. 58,440,156
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 9,092,957 11,556,876 12,999,130 15,902,905 18,883,395 68,435,263
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,158,418 2,457,159 2,592,469 2,900,947 3,337,002 13,445,995
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 359,071 -104,644 44,945 538,224 50,752 888,348
11 Total support. Add lines 7 through 10 82,769,606
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
70.610 %
15
15
67.310 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.) ..            
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number
94-2808039
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2018)

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," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 133 303
2 Aggregate value of contributions to (during year) 8,525,441 10,357,954
3 Aggregate value of grants from (during year) 9,049,705 3,216,626
4 Aggregate value at end of year ........ 41,455,992 79,445,342
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 can 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" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue included on 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 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on 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 .... 67,015,357 61,005,398 55,797,613 57,636,373 35,696,777
b Contributions ... 2,866,575 1,055,542 3,115,151 1,664,789 21,518,116
c Net investment earnings, gains, and losses -5,482,350 7,730,225 4,155,663 -1,352,399 2,157,415
d Grants or scholarships ... 2,202,004 1,791,284 1,168,961 1,275,198 982,240
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 998,309 984,524 894,068 875,952 753,695
g End of year balance ...... 61,199,269 67,015,357 61,005,398 55,797,613 57,636,373
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
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)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   1,083,604 1,083,604
b Buildings ....   7,343,077 1,498,760 5,844,317
c Leasehold improvements        
d Equipment ....   1,037,129 668,410 368,719
e Other .....   317,498 129,606 187,892
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 7,484,532
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
CHARITABLE GIFT ANNUITY LIABILITY 698,429
CHARITABLE TRUST LIABILITIES 993,586
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,692,015
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 11,240,114
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -13,597,564
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,521,117
e Add lines 2a through 2d ..................... 2e -12,076,447
3 Subtract line 2e from line 1.................. 3 23,316,561
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 XIII.) ........... 4b -346,312
c Add lines 4a and 4b.................... 4c -346,312
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 22,970,249
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 16,356,437
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 XIII.) ............ 2d 1,601,892
e Add lines 2a through 2d.................... 2e 1,601,892
3 Subtract line 2e from line 1................... 3 14,754,545
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 XIII.) ............ 4b 559,513
c Add lines 4a and 4b..................... 4c 559,513
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 15,314,058
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE FOUNDATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE FOUNDATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE FOUNDATION ARE RECORDED IN OPERATING EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS: REGIONAL WATER MANAGEMENT FOUNDATION ACTIVITY 1,943,634. INTER-ENTITY ACTIVITY -422,517.
PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND ACTIVITY -346,312.
PART XII, LINE 2D - OTHER ADJUSTMENTS: REGIONAL WATER MANAGEMENT FOUNDATION ACTIVITY 2,024,409. INTER-ENTITY ACTIVITY -422,517.
PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS ACTIVITY 559,513.
Schedule D (Form 990) 2018


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number
94-2808039
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC 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
noncash assistance
(h) Purpose of grant
or assistance
(1) AMERICAN CANCER SOCIETY - SILICON VALLEYCENTRAL COAST REGION
747 CAMDEN AVE STE B
CAMPBELL,CA95008
13-1788491 501(C)(3) 5,837       GENERAL OPERATING SUPPORT
(2) AGRICULTURAL HISTORY PROJECT
PO BOX 1181
WATSONVILLE,CA95077
77-0165945 501(C)(3) 8,189       GENERAL OPERATING SUPPORT
(3) AMERICAN RED CROSS OF THE CENTRAL COAST
PO BOX AR
CARMEL,CA93921
53-0196605 501(C)(3) 9,320       OASIS LAS AVES AFTERSCHOOL PROGRAM FOR RENOVATION OF THE AFTERSCHOOL FACILITIES IN LAS AVES
(4) COAL CREEK MEALS ON WHEELS
455 N BURLINGTON AVE
LAFAYETTE,CO80026
84-0634856 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(5) CATO INSTITUTE
1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
23-7432162 501(C)(3) 10,000       SUPPORT VOLUNTEERS IN THEIR SERVICE TO THE VICTIMS OF HURRICANE HARVEY IN TEXAS
(6) ENCOMPASS COMMUNITY SERVICES
380 ENCINAL ST STE 200
SANTA CRUZ,CA95060
23-7275290 501(C)(3) 1,133,630       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(7) AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD ST 18TH FL
NEW YORK,NY10004
13-6213516 501(C)(3) 6,777       GENERAL OPERATING SUPPORT
(8) FRIENDS OF SANTA CRUZ STATE PARKS
1543 PACIFIC AVE 206
SANTA CRUZ,CA95060
51-0183410 501(C)(3) 66,301       GENERAL OPERATING SUPPORT
(9) GIRLS INC OF THE CENTRAL COAST
318 CAYUGA ST STE 101A
SALINAS,CA93901
20-5040398 501(C)(3) 26,470       GENERAL OPERATING SUPPORT AND FOR SMART CHOICES SUMMER PROGRAM
(10) ARTS COUNCIL SANTA CRUZ COUNTY
1070 RIVER ST
SANTA CRUZ,CA95060
94-2600140 501(C)(3) 42,000       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(11) CELEBRITY FIGHT NIGHT FOUNDATION
2111 E HIGHLAND AVENUE ST 135
PHOENIX,AZ85016
86-0903119 501(C)(3) 82,000       GENERAL OPERATING SUPPORT
(12) BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STREET
SAN JOSE,CA95126
94-1160938 501(C)(3) 15,000       THE WADE FAMILY FINANCIAL AID EDNOWMENT FUND & J2
(13) BEND SCIENCE STATION
1027 NW TRENTON AVE
BEND,OR97707
14-1846714 501(C)(3) 25,000       THE BUILDING FUND AND FOR GENERAL OPERATING SUPPORT
(14) ASPIRE PUBLIC SCHOOLS
1001 22ND AVE SUITE 100
OAKLAND,CA94606
94-3311088 501(C)(3) 30,000       ASPIREFORWARD CAMPAIGN AND FINANCIAL ASSISTANCE SCHOLARSHIP
(15) WATSONVILLE WETLANDS WATCH
500 HARKINS SLOUGH RD
WATSONVILLE,CA95019
77-0519882 501(C)(3) 71,418       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(16) AWAKEN
PO BOX 40635
RENO,NV89504
38-3843380 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(17) CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DR
APTOS,CA95003
94-6121953 501(C)(3) 117,896       WOMEN'S EDUCATION SUCCESS, STROKE CENTER, CAP, GUIDED PATHWAYS PROJECT & PRESIDENT'S CIRCLE
(18) CABRILLO FESTIVAL OF CONTEMPORARY MUSIC
147 SOUTH RIVER ST STE 232
SANTA CRUZ,CA95060
94-6123298 501(C)(3) 22,500       GENERAL OPERATING SUPPORT, ENHANCE CORE PROGRAMS
(19) CENTRAL COAST YMCA
500 LINCOLN AVE
SALINAS,CA93901
77-0202335 501(C)(3) 20,000       REDUCE OBESITY AND RELATED CHRONIC DISEASE IN LATINO CHILDREN
(20) CHARITY-WATER
40 WORTH STREET STE 330
NEW YORK,NY10013
22-3936753 501(C)(3) 10,000       FIELD OPERATIONS
(21) COMMUNITY BRIDGES
236 SANTA CRUZ AVE
APTOS,CA95003
94-2460211 501(C)(3) 70,976       GENERAL OPERATING SUPPORT, MEALS ON WHEELS AND NUEVA VISTA FAMILY RESOURCE CENTER
(22) COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN RD
MONTEREY,CA93940
94-1615897 501(C)(3) 34,500       GENERAL OPERATING SUPPORT AND MCGIVES
(23) COURT APPOINTED SPECIAL ADVOCATES OF SANTA CRUZ COUNTY - CASA
813 FREEDOM BLVD
WATSONVILLE,CA95076
77-0305354 501(C)(3) 57,590       GENERAL OPERATING SUPPORT, BIRTH TO 5 PROGRAM AND IMAGINE FUNDRAISER
(24) CURIODYSSEY AT COYOTE POINT
1651 COYOTE POINT DR
SAN MATEO,CA94401
94-1262434 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(25) DIENTES COMMUNITY DENTAL CARE
1830 COMMERCIAL WAY
SANTA CRUZ,CA95065
77-0311752 501(C)(3) 40,000       GENERAL OPERATING SUPPORT AND DIENTES CARES PROGRAM
(26) DIGITAL NEST
1961 MAIN ST 221
WATSONVILLE,CA95076
46-5757256 501(C)(3) 81,050       GENERAL OPERATING SUPPORT AND CAPITAL CAMPAIGN SUPPORT
(27) DIVERSITY CENTER
PO BOX 8280
SANTA CRUZ,CA95061
77-0212967 501(C)(3) 92,400       GENERAL OPERATING SUPPORT
(28) DOMINICAN HOSPITAL FOUNDATION
1555 SOQUEL DR EDUCATION CTR 2ND FL
SANTA CRUZ,CA95065
94-2450442 501(C)(3) 28,500       3 TILES, HEALING GARDEN & MATCH, AND PTERON SOCIETY
(29) ELKHORN SLOUGH FOUNDATION
PO BOX 267
MOSS LANDING,CA95039
94-2823247 501(C)(3) 79,363       GENERAL OPERATING SUPPORT
(30) FAMILY SERVICE AGENCY OF THE CENTRAL COAST
104 WALNUT AVE STE 208
SANTA CRUZ,CA95060
94-1716354 501(C)(3) 38,625       GENERAL OPERATING SUPPORT, WOMENCARE, SURVIVORS HEALING CENTER PROGRAM
(31) FAMILY SUPPORTIVE HOUSING
692 N KING RD
SAN JOSE,CA95133
77-0106237 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(32) FRIENDS OF HOPKINS MARINE STATION
120 OCEANVIEW BLVD
PACIFIC GROVE,CA93950
94-1156365 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(33) FRIENDS OF LONG MARINE LAB - SEYMOUR CENTER
100 SHAFFER RD
SANTA CRUZ,CA95060
23-7394590 501(C)(3) 35,400       GENERAL OPERATING SUPPORT
(34) ASSOCIATION OF FAITH COMMUNITIES OF SNATA CRUZ COUNTY
532 CENTER STREET
SANTA CRUZ,CA95060
81-3652622 501(C)(3) 5,000       THE FIATH COMMUNITY SHELTER PROGRAM
(35) FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARIES
PO BOX 8472
SANTA CRUZ,CA95061
94-2612557 501(C)(3) 232,754       GENERAL OPERATING SUPPORT
(36) GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST
1500 PALMA DR STE 110
VENTRUA,CA93003
94-1567162 501(C)(3) 13,981       GENERAL OPERATING SUPPORT
(37) GREY BEARS
2710 CHANTICLEER AVE
SANTA CRUZ,CA95065
94-2298681 501(C)(3) 5,500       GENERAL OPERATING SUPPORT, BUILDING CAMPAIGN, HOLIDAY DINNERS AND SENIOR PROGRAMS
(38) HABITAT FOR HUMANITY MONTEREY BAY
1007 CEDAR ST
SANTA CRUZ,CA95060
77-0206356 501(C)(3) 5,840       GENERAL OPERATING SUPPORT
(39) HAPPY VALLEY ELEMENTARY SCHOOL
3125 BRANCIFORTE DR
SANTA CRUZ,CA95065
94-6002633 501(C)(3) 26,803       GENERAL OPERATING SUPPORT
(40) HOMELESS SERVICES CENTER
115-B CORAL ST
SANTA CRUZ,CA95060
77-0126783 501(C)(3) 41,250       OPERATING SUPPORT, 180/220 INITIATIVE, SOUPLINE SUPPER, AND GIVING TUESDAY
(41) HOOVER INSTITUTION - STANFORD UNIVERSITY
434 GALVEZ MALL STANFORD UNIVERSITY
STANFORD,CA94305
94-1156365 501(C)(3) 150,000       GENERAL OPERATING SUPPORT AND CENTENNIAL INITIATIVE
(42) HOSPICE OF SANTA CRUZ COUNTY
940 DISC DR
SCOTTS VALLEY,CA95066
94-2497618 501(C)(3) 190,344       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(43) INDEPENDENT WORLD TELEVISION INC
231 N HOLLIDAY ST
BALTIMORE,MD21202
01-0808098 501(C)(3) 10,000       GENERAL OPERATING SUPPORT OF THE REAL NEWS NETWORK
(44) JACOB'S HEART CHILDREN'S CANCER SUPPORT SERVICES
680 W BEACH ST
WATSONVILLE,CA95076
68-0413822 501(C)(3) 8,800       GENERAL OPERATING SUPPORT
(45) AMERICAN ONLINE GIVING FOUNDATION INC
200 MAIN STREET
SAFETY HARBOR,FL34695
81-0739440 501(C)(3) 130,934       OPERATING SUPPORT
(46) KUUMBWA JAZZ CENTER
320-2 CEDAR ST
SANTA CRUZ,CA95060
51-0159252 501(C)(3) 22,549       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(47) LAND TRUST OF SANTA CRUZ COUNTY
617 WATER ST
SANTA CRUZ,CA95060
94-2431856 501(C)(3) 100,369       OPERATING SUPPORT, WILDLIFE AND WILDLAND CAMPAIGN, SAVE FARMLAND PROJECT & PROGRAM SUPPORT
(48) LANDWATCH MONTEREY COUNTY
PO BOX 1876
SALINAS,CA93902
91-1862145 501(C)(3) 5,500       GENERAL OPERATING SUPPORT
(49) LIFE LAB SCIENCE PROGRAM
1156 HIGH STREET
SANTA CRUZ,CA95064
94-2778848 501(C)(3) 23,250       GENERAL OPERATING SUPPORT, GARDEN-BASED EDUCATION PROGRAMS
(50) LIVE OAK SCHOOL DISTRICT
984-1BOSTWICK LANE
SANTA CRUZ,CA95062
501(C)(3) 109,700       SUPPORT THE SPRING BREAK TRIP TO WASHINGTON DC
(51) LOS ANGELES LGBT CENTER
1625 N SCHRADER BOULEVARD
LOS ANGELES,CA90028
95-3567895 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(52) MONTANA LAND RELIANCE
PO BOX 355
HELENA,MT59624
81-0369262 501(C)(3) 25,000       GENERAL OPERATING SUPPORT
(53) MORELAND NOTRE DAME SCHOOL
133 BRENNAN ST
WATSONVILLE,CA95076
94-1347045 501(C)(3) 8,878       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(54) MUSEUM OF ART AND HISTORY AT THE MCPHERSON CENTER
705 FRONT ST
SANTA CRUZ,CA95060
94-2718861 501(C)(3) 106,244       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(55) MUSIC ACADEMY OF THE WEST
1070 FAIRWAY RD
SANTA BARBARA,CA93108
95-1525814 501(C)(3) 20,000       SUPPORT THE SUMMER JAZZ PROGRAM
(56) NATIONAL PARK FOUNDATION
1110 VERMONT AVE NW STE 200
WASHINGTON,DC20005
52-1086761 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(57) NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100
ARLINGTON,VA22203
53-0242652 501(C)(3) 35,250       SUPPORT THE CAMPAIGN FOR CARPENTER VALLEY, PROGRAM SUPPORT FOR HAWAII AND CALIFORNIA
(58) O'NEILL SEA ODYSSEY
2222 E CLIFF DR STE 222
SANTA CRUZ,CA95062
77-0464784 501(C)(3) 58,870       GENERAL OPERATING SUPPORT
(59) OVEREATERS ANONYMOUS
PO BOX 44020
RIO RANCHO,NM87174
23-7016806 501(C)(3) 5,000       OPERATING SUPPORT, TRANSLATIONS FUN DELEGATE SUPPORT FUND AND PROFESSIONAL EXHIBITS FUND
(60) PAJARO VALLEY COMMUNITY HEALTH TRUST
85 NIELSON ST
WATSONVILLE,CA95076
94-1149702 501(C)(3) 18,050       GENERAL OPERATING SUPPORT
(61) PAJARO VALLEY HISTORICAL ASSOCIATION
PO BOX 623
WATSONVILLE,CA95077
94-1663161 501(C)(3) 26,809       GENERAL OPERATING SUPPORT, PROGRAM SUPPORT, AND MAINTENANCE SUPPORT
(62) PAJARO VALLEY LOAVES AND FISHES
150 SECOND ST
WATSONVILLE,CA95076
77-0319247 501(C)(3) 35,465       GENERAL OPERATING SUPPORT, FARM TO PANTRY PROGRAM, AND EMPTY BOWLS
(63) PAJARO VALLEY SHELTER SERVICES
115 BRENNAN ST
WATSONVILLE,CA95076
94-1393418 501(C)(3) 67,980       GENERAL OPERATING SUPPORT, MOTHER'S DAY FUN RUN, AND PROGRAM SUPPORT
(64) PLANNED PARENTHOOD MAR MONTE
1691 THE ALAMEDA
SAN JOSE,CA95126
94-1583439 501(C)(3) 36,500       GENERAL OPERATING SUPPORT AND OUTREACH SUPPORT
(65) RICE UNIVERSITY
6100 MAIN ST
HOUSTON,TX77005
74-1109620 501(C)(3) 150,000       GENERAL OPERATING SUPPORT
(66) SALUD PARA LA GENTE
195 AVIATION WAY STE 200
WATSONVILLE,CA95076
94-2705747 501(C)(3) 43,000       OPERATING SUPPORT AND CAPITAL CAMPAIGN FOR A NEW CLINIC
(67) SALVATION ARMY SANTA CRUZ
721 LAUREL ST
SANTA CRUZ,CA95060
94-1156347 501(C)(3) 5,837       GENERAL OPERATING SUPPORT
(68) SALVATION ARMY WATSONVILLE
214 UNION ST
WATSONVILLE,CA95076
95-3082788 501(C)(3) 26,816       GENERAL OPERATIGN SUPPORT
(69) SANTA CRUZ COMMUNITY HEALTH CENTERS
250 LOCUST ST
SANTA CRUZ,CA95060
23-7428303 501(C)(3) 135,900       OPERATING SUPPORT, CRADLE TO CAREER PROGRAM AND PEDIATRIC BEHAVIORAL HEALTH SERVICES
(70) SANTA CRUZ COUNTY SYMPHONY
307 CHURCH ST
SANTA CRUZ,CA95060
94-2373284 501(C)(3) 16,171       GENERAL OPERATING SUPPORT, TUBA SPONSORSHIP AND CONCERT SUPPORT
(71) SANTA CRUZ MONTESSORI SCHOOL
6230 SOQUEL DRIVE
APTOS,CA95003
94-1573507 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(72) SANTA CRUZ MUSEUM OF NATURAL HISTORY
1305 E CLIFF DR
SANTA CRUZ,CA95062
94-2427733 501(C)(3) 37,750       GENERAL OPERATING SUPPORT, ART OF NATURE EXHIBIT SUPPORT
(73) SANTA CRUZ SHAKESPEARE
500 CHESTNUT ST STE 250
SANTA CRUZ,CA95060
46-4635444 501(C)(3) 22,151       GENERAL OPERATING SUPPORT, SUMMER FESTIVAL SUPPORT, CAPITAL CAMPAIGN SUPPORT
(74) SAVE OUR SHORES
345 LAKE AVE STE A
SANTA CRUZ,CA95062
94-2745941 501(C)(3) 65,942       GENERAL OPERATING SUPPORT AND EDUCATIONAL OUTREACH
(75) SAVE THE REDWOODS LEAGUE
111 SUTTER ST 11TH FL
SAN FRANCISCO,CA94104
94-0843915 501(C)(3) 6,500       GENERAL OPERATING SUPPORT
(76) SECOND HARVEST FOOD BANK
800 OHLONE PKWY
WATSONVILLE,CA95076
77-0326685 501(C)(3) 91,639       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(77) STUDENT CONSERVATION ASSOCIATION
PO BOX 550
CHARLESTOWN,NH03603
91-0880684 501(C)(3) 6,250       GENERAL OPERATING SUPPORT
(78) TEMPLE BETH EL JEWISH COMMUNITY CENTER
3055 PORTER GULCH RD
APTOS,CA95003
94-6139655 501(C)(3) 53,690       GENERAL OPERATING SUPPORT, SUPPORT FOR FESTIVALS AND ROSE LEVINE YOUTH CAMPERSHIP RESERVED FUND
(79) TOWER FOUNDATION - SAN JOSE STATE UNIVERSITYSJSU
UNIVERSITY ADVANCEMENT 1 WASHINGTON
SQUARE
SAN JOSE,CA95192
83-0403915 501(C)(3) 52,000       MOSS LANDING MARINE LABORATORIES, MEN'S WATER POLO TEAM
(80) TRUST FOR PUBLIC LAND
101 MONTGOMERY ST STE 900
SAN FRANCISCO,CA94104
23-7222333 501(C)(3) 16,000       SUPPORT THE NORTHERN ROCKIES PROGRAM AND WILL ROGER ENDOWMENT
(81) UC SAN FRANCISCO FOUNDATION
UCSF BOX 0248
SAN FRANCISCO,CA94143
94-2829914 501(C)(3) 10,250       SUPPORT BENIOFF CHILDREN'S HOSPITAL & SCHOOL OF DENTISTRY ANNNUAL FUND
(82) UC SANTA CRUZ FOUNDATION
1156 HIGH STREET
SANTA CRUZ,CA95064
23-7394590 501(C)(3) 32,000       PROGRAM SUPPORT, SUPPORT FOR DEPARTMENTS, DREAMERS FUND AND NATURAL HISTORY MUSEUM
(83) VALLEY WOMEN'S CLUB
PO BOX 574
BEN LOMOND,CA95005
77-0163322 501(C)(3) 7,000       LEGACY OF TREES CAMPAIGN, NATIVE HABITAT RESTORATION WORK AND AMERICORPS VOLUNTEERS
(84) VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 9509
WARWICK,RI02889
23-2888152 501(C)(3) 106,427       BURKE BORINA VANGUARD CHARITABLE
(85) VENTANA WILDLIFE SOCIETY
19045 PORTOLA DR STE F1
SALINAS,CA93908
94-2795935 501(C)(3) 21,000       GENERAL OPERATING SUPPORT
(86) VISITING NURSE ASSOCIATION OF SANTA CRUZ COUNTY
2880 SOQUEL AVE STE 10
SANTA CRUZ,CA95062
94-1622036 501(C)(3) 13,980       GENERAL OPERATING SUPPORT
(87) VOLUNTEER CENTER OF SANTA CRUZ COUNTY
1740 17TH AVE STE 2
SANTA CRUZ,CA95062
94-1702678 501(C)(3) 111,320       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(88) WATSONVILLE HIGH SCHOOL FOUNDATION
PO BOX 832
WATSONVILLE,CA95077
77-0008389 501(C)(3) 10,325       SUPPORT THE MISSION AND ACTIVITIES OF THE WATSONVILLE HIGH SCHOOL FOUNDATION
(89) WHARF TO WHARF RACE
PO BOX 307
CAPITOLA,CA95010
77-0061106 501(C)(3) 12,000       OTIS CHANDLER SCHOLARSHIPS
(90) BONNY DOON COMMUNITY SCHOOL FOUNDATION
PO BOX 8089
SANTA CRUZ,CA95061
77-0412170 501(C)(3) 5,994       OPERATING SUPPORT
(91) WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON,DC20090
52-1693387 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(92) YWCA OF WATSONVILLE
340 E BEACH ST
WATSONVILLE,CA95076
94-1212142 501(C)(3) 7,374       GENERAL OPERATING SUPPORT
(93) AUDUBON CALIFORNIA SOCIETY
220 MONTGOMERY ST STE 1000
SAN FRANCISCO,CA94104
13-1624102 501(C)(3) 18,000       GENERAL OPERATING SUPPORT
(94) ACADEMY OF MOTION PICTURE ARTS AND SCIENCE
8949 WILSHIRE BOULEVARD
BEVERLY HILLS,CA90211
95-2243698 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(95) AGRI-CULTURE
141 MONTE VISTA AVE
WATSONVILLE,CA95076
77-0212413 501(C)(3) 49,579       FARMWORKER HOUSING PROJECT, MAINTENANCE OF EQUIPMENT, AGRICULTURAL EDUCATION & OPERATING SUPPORT
(96) ADVOCACY INC
5274 SCOTTS VALLEY DR STE 203
SCOTTS VALLEY,CA95066
94-2400572 501(C)(3) 11,500       PROVIDE A PILOT LGBT SENSITIVITY TRAINING TO STAFF AT LONG-TERM CARE FACILITIES
(97) BIG BROTHERS BIG SISTERS OF SANTA CRUZ COUNTY
1500 41ST AVE STE 250
CAPITOLA,CA95010
94-2826754 501(C)(3) 26,097       GENERAL OPERATING SUPPORT, AND TO ASSIST CHILDREN AND YOUTH WITH THEIR EDUCATIONAL NEEDS
(98) CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION
PO BOX 479
SALINAS,CA93902
94-6069269 501(C)(3) 55,000       FELLOWSHIP SPONSORSHIP IN SUPPORT OF AG LEADERSHIP
(99) BOYS AND GIRLS CLUB OF SANTA CRUZ COUNTY
543 CENTER ST
SANTA CRUZ,CA95060
94-6129075 501(C)(3) 39,550       GENERAL OPERATING SUPPORT AND OUT-OF-SCHOOL PROGRAMS
(100) BOYS AND GIRLS CLUB OF COACHELLA VALLEY
42-600 COOK ST STE 120
PALM DESERT,CA92211
95-6122699 501(C)(3) 15,000       SUPPORT TUTORIAL PROGRAMS
(101) BERKELEY YOUTH ALTERNATIVES
1255 ALLSTON WAY
BERKELEY,CA94702
94-1711728 501(C)(3) 20,000       SUPPORT PROGRAMS THAT ASSIST CHILDREN AND YOUTH WITH THEIR EDUCATIONAL NEEDS
(102) BIKE SANTA CRUZ COUNTY EDUCATION FUND
333 SOQUEL AVE
SANTA CRUZ,CA95062
501(C)(3) 22,000       SUPPORT THE EDUCATION FUND AND DIVERSITY SCHOLARSHIP, EARN-A-BIKE PROGRAM AND ADVOCACY
(103) CALIFORNIA CERTIFIED ORGANIC FARMERS FOUNDATION
2155 DELAWARE AVE STE 150
SANTA CRUZ,CA95060
30-0106255 501(C)(3) 10,000       THE 2017 FUTURE ORGANIC FARMER GRANT FUND
(104) CALIFORNIA STRAWBERRY GROWERS SCHOLARSHIP FUND
PO BOX 269
WATSONVILLE,CA95077
77-0411386 501(C)(3) 10,000       THE CALIFORNIA STRAWBERRY COMMISSION'S SCHOLARSHIP
(105) CANERS FOUNDATION
1521 I STREET
SACRAMENTO,CA95814
94-2819022 501(C)(3) 10,000       THE SCALING UP CLIMATE SMART AGRICULTURE SPONSORSHIP
(106) BIONEERS COLLECTIVE HERITAGE INSTITUTE
1607 PASEO DE PERALTA STE 3
SANTA FE,NM87501
85-0432731 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(107) CENTER FOR GROWING TALENT BY PMA INC
1500 CASHO MILL RD
NEWARK,DE19711
51-0565938 501(C)(3) 15,000       OPERATING SUPPORT
(108) COACHELLA VALLEY RESCUE MISSION
47470 VAN BUREN
INDIO,CA92201
95-2684844 501(C)(3) 15,000       GENERAL OPERATING SUPPORT
(109) CERT AUXILIARY OF SANTA CRUZ COUNTY
308 PARK DR
APTOS,CA95003
47-3056484 501(C)(3) 8,000       EMERGENCY BACKPACKS FOR COMMUNITY EMERGENCY RESPONSE TEAM & HIRE A FEMA-CERTIFIED INSTRUCTOR
(110) COASTAL COMMUNITY FOUNDATION
162 S RANCHO SANTA FE RD STE F-50
ENCINITAS,CA92024
33-0216692 501(C)(3) 5,000       SOLANA BEACH FUND & DIGITAL MARKETING STRATEGIST
(111) CEIBA PUBLIC SCHOOLS FOUNDATION
260 WEST RIVERSIDE DRIVE
WATSONVILLE,CA95076
20-5155858   92,650       GENERAL OPERATING SUPPORT
(112) COASTAL WATERSHED COUNCIL
107 DAKOTA AVE STE 4
SANTA CRUZ,CA95060
68-0368798 501(C)(3) 55,000       GENERAL OPERATING SUPPORT
(113) COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVE
PALM DESERT,CA92260
95-3829219 501(C)(3) 25,000       SUPPORT THE PLEDGE PROGRAM FOR THE 2017 YEAR
(114) COLLEGE TRACK
112 LINDEN ST
OAKLAND,CA94607
94-3279613 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(115) CITY OF CAPITOLA LIBRARY FUND
420 CAPITOLA AVE
CAPITOLA,CA95010
501(C)(3) 9,317       SUPPORT CONSULTING FEES
(116) COMMUNITY ACTION BOARD OF SANTA CRUZ COUNTY
406 MAIN ST STE 207
WATSONVILLE,CA95076
94-2523780 501(C)(3) 9,250       GENERAL OPERATING SUPPORT AND SANTA CRUZ COUNTY IMMIGRATION PROJECT
(117) CITY OF WATSONVILLE ENVIRONMENTAL SCIENCE WORKSHOP
120 2ND ST
WATSONVILLE,CA95076
  70,000       SUPPORT ITS SATELLITE WORKSHOP SITES
(118) COMMUNITIES ORGANIZED FOR RELATIONAL POWER IN ACTION
95 ALTA VISTA AVE
WATSONVILLE,CA95076
77-0557460 501(C)(3) 20,000       EXPANDED ACCESS & EQUITY IN MENTAL HEALTH/SUBSTANCE USE
(119) DESERT BEST FRIEND'S CLOSET
74-040 HIGHWAY 111 STE F
PALM DESERT,CA92260
26-2388221 501(C)(3) 5,000       OPERATING SUPPORT
(120) EL SISTEMA SANTA CRUZ
235 SOUTH BRANCIFORTE AVE
SANTA CRUZ,CA95062
501(C)(3) 9,500       GENERAL OPERATING SUPPORT AND MUSIC PROGRAMS SUPPORT
(121) ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW STE 600
WASHINGTON,DC20009
11-6107128 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(122) FIRST CHRISTIAN CHURCH - WATSONVILLE
15 MADISON STREET WATSONVILLE
WATSONVILLE,CA95076
94-6001793 501(C)(3) 6,100       LGBTQ YOUTH PROGRAM
(123) COMMUNITY ALLIANCE WITH FAMILY FARMERS
PO BOX 363
DAVIS,CA95617
94-2914745 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(124) FRIENDS OF THE WATSONVILLE PUBLIC LIBRARIES
275 MAIN ST STE 100
WATSONVILLE,CA95076
23-7066840 501(C)(3) 15,157       GENERAL OPERATING SUPPORT
(125) FOODWHAT
1156 HIGH STREET
SANTA CRUZ,CA95064
81-2590280 501(C)(3) 6,850       GENERAL OPERATING SUPPORT
(126) GEORGIANA BRUCE KIRBY PREPATORY SCHOOL
425 ENCINAL ST
SANTA CRUZ,CA95060
501(C)(3) 31,000       GENERAL OPERATING SUPPORT
(127) GROWING UP WILD
2015 EUREKA CANYON RD
WATSONVILLE,CA95076
85-0409005 501(C)(3) 5,000       ORGANIZATIONAL INFRASTRUCTURE NECESSARY TO PROVIDE YEAR-ROUND ENVIRONMENTAL EDUCATION FOR YOUTH
(128) CONFLICT RESOLUTION CENTER
1414 SOQUEL AVE STE 218
SANTA CRUZ,CA95062
77-0557460 501(C)(3) 7,000       GENERAL OPERATING SUPPORT
(129) HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY
1800 GREEN HILLS RD STE 100
SCOTTS VALLEY,CA95066
01-0826156 501(C)(3) 25,000       INCREASE INFORMATIONAL SHARING AMONG COMMUNITY BASED CLINICS USING A WEB-BASED PLATFORM
(130) GROUNDSWELL COASTAL ECOLOGY
PO BOX 566
DAVENPORT,CA95017
95-4116679 501(C)(3) 11,000       GENERAL OPERATING SUPPORT
(131) HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036
52-1481896 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(132) JUNIOR ACHIEVEMENT WORLDWIDE
745 ATLANTIC AVE
BOSTON,MA02111
27-3666259 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(133) GATHERING PLACE
23300 COMMERCE PARK
BEACHWOOD,OH44122
34-1879035 501(C)(3) 5,000       THE ELLEN HEYMAN LEGACY FUND
(134) KIDPOWER TEENPOWER FULLPOWER
PO BOX 1212
SANTA CRUZ,CA95061
77-0226712 501(C)(3) 6,000       GENERAL OPERATING SUPPORT AND MIGRANT EDUCATION TEACHERS TRAINING PROGRAM
(135) MONARCH SERVICES
233 E LAKE AVE
WATSONVILLE,CA95076
94-2462783 501(C)(3) 11,515       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(136) LOS ANGELES COUNTY MUSEUM OF ART (LACMA)
5908 WILSHIRE BLVD
LOS ANGELES,CA90036
95-2264067 501(C)(3) 14,000       THE COLLECTORS COMMITTEE
(137) MEDIATORS FOUNDATION
2525 ARAPAHOE AVENUE STE E-4 509
BOULDER,CO80302
  10,000       SUPPORT ALL SIDES FOR SCHOOL
(138) NUCLEAR THREAT INITIATIVE
1747 PENNSYLVANIA AVE 7TH FLOOR
WASHINGTON,DC20006
52-2289435 501(C)(3) 10,000       GENERAL OPERATING SUPPORT AND PERRY PROJECT
(139) IMMIGRANT LEGAL SERVICES OF THE CENTRAL COAST
15 E BEACH ST STE 202
WATSONVILLE,CA95076
61-1807874 501(C)(3) 8,500       OPERATING SUPPORT & CENTRAL COAST IMMIGRATION PROJECT
(140) INSTITUTE FOR JUSTICE
901 N GLEBE RD 900
ARLINGTON,VA22203
52-1744337 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(141) PAJARO VALLEY HIGH SCHOOL
500 HARKINS ST
WATSONVILLE,CA95076
77-0319247 501(C)(3) 8,000       HIGH SCHOOL BASKETBALL TEAM & GSA CLUB
(142) KALAMAZOO COLLEGE
1200 ACADEMY
KALAMAZOO,MI49006
38-1358014 501(C)(3) 35,000       OPERATING SUPPORT & THE ANNUAL K'83 FOREIGN STUDY FUND
(143) SANTA CRUZ HILLEL
222 CARDIFF PLACE
SANTA CRUZ,CA95060
501(C)(3) 8,000       GENERAL OPERATING SUPPORT
(144) SANTA CRUZ BREAKERS ACADEMY
1855 PLEASANT VALLEY RD
APTOS,CA95003
27-2050160 501(C)(3) 5,000       PROGRAM SUPPORT
(145) SANTA CRUZ SPCA
2685 CHANTICLEER AVE
SANTA CRUZ,CA95065
94-6171565 501(C)(3) 7,276       GENERAL OPERATING SUPPORT, NEW BUILDING FUND, BLACKIE'S SENIOR PROGRAM
(146) SAVE THE WAVES COALITION
PO BOX 183
DAVENPORT,CA95017
36-4515216 501(C)(3) 13,000       GENERAL OPERATING SUPPORT AND SUPPORT SANTA CRUZ WORLD SURFING RESERVE
(147) SEMPERVIRENS FUND
419 S SAN ANTONIO RD STE 211
LOS ALTOS HILLS,CA94022
94-2155097 501(C)(3) 5,250       OPERATING SUPPORT
(148) SILICON VALLEY COMMUNITY FOUNDATION
2440 W EL CAMINO REAL STE 300
MOUNTAIN VIEW,CA94040
20-5205488 501(C)(3) 2,086,500       THE IMSS MOBILE CLINIC & FOR DRISCOLL'S GLOBAL CHARITABLE FUND
(149) SPECIAL PARENTS INFORMATION NETWORK (SPIN)
PO BOX 183
DAVENPORT,CA95063
77-0508686 501(C)(3) 5,000       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(150) SENIOR NETWORK SERVICES
1777-A CAPITOLA RD
SANTA CRUZ,CA95062
94-2259716 501(C)(3) 45,000       GENERAL OPERATING SUPPORT
(151) ST FRANCIS SOUP KITCHEN
205 MORA STREET
SANTA CRUZ,CA95060
94-2880883 501(C)(3) 6,000       GENERAL OPERATING SUPPORT AND ROOF REPLACEMENT
(152) SUSTAINABLE CONSERVATION
98 BATTERY ST STE 302
SAN FRANCISCO,CA94111
94-3232437 501(C)(3) 12,000       OPERATING SUPPORT
(153) ST ANTHONY FOUNDATION
150 GOLDEN GATE AVE
SAN FRANCISCO,CA941023899
94-1513140 501(C)(3) 26,661       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(154) TAHOE EXPEDITION ACADEMY INC
8651 SPECKLED AVENUE BOX 1272
KINGS BEACH,CA96143
27-5379571 501(C)(3) 1,017,900       THE NEW MODULAR UNITS & SCHOLARSHIP SUPPORT
(155) THE SAFINA CENTER AT STONY BROOK UNIVERSITY
80 NORTH COUNTRY RD
SETAUKET,NY11733
61-1406022 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(156) THE LEUKEMIA & LYMPHOMA SOCIETY
3055 PORTER GULCH ROAD
APTOS,CA95003
13-5644916 501(C)(3) 16,051       OPERATING SUPPORT
(157) THE UC HASTINGS FOUNDATION
UC HASTINGS FOUNDATION 200
MCALLISTER ST
SAN FRANCISCO,CA94102
23-7135898 501(C)(3) 31,994       JUDGE ROBERT H. SCHNACKE AWARD
(158) THE VAIL JAZZ FOUNDATION
PO BOX 3035
VAIL,CO81658
84-1305072 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(159) UNCHAINED INC
PO BOX 441
SOQUEL,CA95073
27-5502745 501(C)(3) 10,500       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(160) UNITED WAY OF SAN BENITO COUNTY
829 SAN BENITO STREET SUITE 200
HOLLISTER,CA95023
94-1422471   5,000       OPERATING SUPPORT
(161) UPWELL TURTLES
99 PACIFIC STREET SUITE 375-E
MONTEREY,CA93940
82-1309235 501(C)(3) 40,000       OPERATING SUPPORT
(162) VILLAGE SANTA CRUZ
1740 17TH AVE
SANTA CRUZ,CA95062
94-1702678 501(C)(3) 7,000       SUPPORT VILLAGE SANTA CRUZ'S MEMBERSHIP AND VOLUNTEER BASE
(163) VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
3315 MISION DR STE B
SANTA CRUZ,CA95065
94-2694801 501(C)(3) 5,000       GENERAL OPERATING SUPPORT FOR THE SANTA CRUZ LOCATION
(164) WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS
9390 SANTA MONICA BLVD
BEVERLY HILLS,CA90210
95-4467830 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(165) WALNUT AVENUE FAMILY & WOMEN'S CENTER
303 WALNUT AVE
SANTA CRUZ,CA95060
94-1186197 501(C)(3) 29,750       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(166) JEWISH THEATRE COMPANY
PO BOX 1080
SANTA CRUZ,CA95061
22-3916870 501(C)(3) 9,000       OPERATING SUPPORT
(167) LOS ANGELES BALLET
11755 EXPOSITION BLVD
LOS ANGELES,CA90064
20-1819852 501(C)(3) 6,000       GENERAL OPERATING SUPPORT
(168) LOTUSLAND
695 ASHLEY RD
SANTA BARBARA,CA93108
23-7082550 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(169) MENTORS DRIVING CHANGE FOR BOYS
PO BOX 1585
FREEDOM,CA95019
82-2506284 501(C)(3) 28,500       GENERAL OPERATING SUPPORT
(170) MISSION HILL MIDDLE SCHOOL PTA
425 KING STREET
SANTA CRUZ,CA95060
  22,000       SUPPORT THE PURCHASE OF COMPUTERS
(171) MONTEREY BAY ECONOMIC PARTNERSHIP
3180 IMJIN ROAD SUITE 104B
MARINA BAY,CA93933
47-1379810 501(C)(3) 9,500       THE MONTEREY BAY INTERNSHIP PROGRAM
(172) MCCALLUM THEATRE FOUNDATION
73000 FRED WARING DR
PALM DESERT,CA92260
33-0334165 501(C)(3) 15,000       SUPPORT EDUCATION AND OUTREACH PROGRAMS
(173) MONTEREY BAY FISHERIES TRUST
256 FIGUEROA ST 1
MONTEREY,CA93940
47-1978379 501(C)(3) 45,000       OPERATING SUPPORT
(174) SANTA CRUZ COMMUNITY VENTURES
324 FRONT STREET
SANTA CRUZ,CA95060
77-0247648 501(C)(3) 135,500       GENERAL OPERATING SUPPORT
(175) NATIVE ANIMAL RESCUE
1855 17TH AVE
SANTA CRUZ,CA95062
501(C)(3) 20,500       GENERAL OPERATING SUPPORT
(176) NATIONAL CONFLICT RESOLUTION CENTER
530 B STREET STE 1700
SAN DIEGO,CA92101
33-0433314 501(C)(3) 5,000       SOCIAL MEDIA CAMPAIGN & PEACEMAKER AWARDS
(177) NEPONSET RIVER WATERSHED ASSOCIATION
2173 WASHINGTON STREET
CANTON,MA02021
23-7135204 501(C)(3) 5,000       GENERAL OPERATING SUPPORT
(178) NORTH VALLEY COMMUNITY FOUNDATION
240 MAIN STREET STE 260
CHICO,CA95928
68-0161455 501(C)(3) 11,750       THE CAMP FIRE RECOVERY
(179) OPERATION SAFE HOUSE
9685 HAYES ST
RIVERSIDE,CA92503
33-0326090 501(C)(3) 25,000       SUPPORT THE SAFE HOUSE OF THE DESERT
(180) ORGANIC FARMING RESEARCH FOUNDATION
PO BOX 440
SANTA CRUZ,CA95061
77-0252545 501(C)(3) 11,805       THE ORGANIC FARMING RESEARCH FOUNDATION RESEARCH AND EDUCATION PROGRAM
(181) NOURISHING GENERATIONS EDUCATIONAL PROJECT
PO BOX 95
FELTON,CA95018
27-5363508 501(C)(3) 11,000       PROGRAM SUPPORT
(182) ONE STEP BEYOND
9299 W OLIVE AVE STE 311
PEORIA,AZ82345
86-1036448 501(C)(3) 50,000       PROGRAM SUPPORT
(183) PAJARO VALLEY UNIFIED SCHOOL DISTRICT
294 GREEN VALLEY ROAD
WATSONVILLE,CA95076
501(C)(3) 16,500       ROLLING HILLS MIDDLE, MAR VISTA ELEMNTARY & PROGRAM SUPPORT
(184) OPPORTUNITY FUND COMMUNITY DEVELOPMENT
111 W ST JOHN ST STE 800
SAN JOSE,CA95113
31-1719434 501(C)(3) 30,000       GENERAL OPERATING SUPPORT
(185) POSITIVE DISCIPLINE COMMUNITY RESOURCES
PO BOX 5365
SANTA CRUZ,CA96063
27-1364795 501(C)(3) 9,250       CONDUCT TWO POSITIVE DISCIPLINE TRAININGS
(186) PROLITERACY WORLDWIDE
104 MARCELLUS ST
SYRACUSE,NY13204
16-6076384 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(187) QUEER YOUTH TASK FORCE
PO BOX 8280 C/O DIVERSITY CENTER
SANTA CRUZ,CA95061
77-0212967   11,936       PROGRAM SUPPORT & QUEER YOUTH LEADERSHIP AWARDS
(188) RANCHO CIELO YOUTH CAMPUS
PO BOX 6948
SALINAS,CA93912
501(C)(3) 5,250       GENERAL OPERATING SUPPORT
(189) RANCHO MIRAGE PUBLIC LIBRARY FOUNDATION
71-100 HWY 111
RANCHO MIRAGE,CA92271
501(C)(3) 20,000       SUMMER PROGRAM SUPPORT
(190) READ TO ME PROJECT
PO BOX 6434
SALINAS,CA93912
47-1224251 501(C)(3) 15,000       PROGRAM SUPPORT
(191) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SANTA CRUZ
UC SANTA CRUZ OFFICE OF SPONSORED
PROJECTS 1156 HIGH STREET
SANTA CRUZ,CA95064
94-1539563 501(C)(3) 154,256       UCSC EDUCATIONAL PARTNERSHIP CENTER AND EVERETT PROGRAM
(192) REGENERATIONREGENERACION - PAJARO VALLEY CLIMATE ACTION
114 LAPIS DRIVE
WATSONVILLE,CA95067
46-1323531 501(C)(3) 5,250       PROGRAM SUPPORT
(193) SANTA CLARA UNIVERSITY
500 EL CAMINO REAL
SANTA CLARA,CA95053
94-1156617   50,000       PROGRAM SUPPORT
(194) REGENTS OF THE UNIVERSITY OF CALIFORNIA - DAVIS
202 COUSTEAU PL STE 185
DAVIS,CA95618
94-6036494 501(C)(3) 5,000       GIVING TUESDAY MATCHING FUND
(195) SANTA CRUZ COUNTY PARKS - OPEN SPACES AND CULTURAL SERVICES
979 17TH AVE
SANTA CRUZ,CA95062
94-6000534 501(C)(3) 12,989       GENERAL OPERATING SUPPORT, LABOR DAY FREE SWIM, PROGRAM SUPPORT
(196) REGGIE STEPHENS FOUNDATION
640 14TH AVENUE
SANTA CRUZ,CA95062
82-3969806   5,000       OPERATING SUPPORT
(197) SANTA CRUZ COUNTY ANIMAL SHELTER FOUNDATION
2200 7TH AVE
SANTA CRUZ,CA95060
51-0439604 501(C)(3) 44,100       OPERATING SUPPORT & PROGRAM SUPPORT
(198) SANTA CRUZ COUNTY COLLEGE COMMITMENT
400 ENCINAL STREET
SANTA CRUZ,CA95060
  275,000       PROGRAM SUPPORT
(199) SANTA CRUZ TODDLER CARE CENTER
1738 16TH AVENUE
SANTA CRUZ,CA95062
94-2457539 501(C)(3) 11,000       GENERAL OPERATING SUPPORT
(200) SENIORS COUNCIL
234 SANTA CRUZ AVE
APTOS,CA95003
94-2662950 501(C)(3) 30,000       GENERAL OPERATING SUPPORT AND PROGRAM SUPPORT
(201) SAMARITAN'S PURSE
PO BOX 3000
BOONE,NC28607
58-1437002 501(C)(3) 10,000       SUPPORT FOR HURRICANE FLORENCE PROGRAMS
(202) PROPUBLICA
155 AVENUE OF AMERICAS 13TH FLOOR
NEW YORK,NY10013
14-2007220 501(C)(3) 10,000       OPERATING SUPPORT
(203) SANTA BARBARA EDUCATION FOUNDATION
1330 STATE ST STE 201
SANTA BARBARA,CA93101
77-0071544 501(C)(3) 35,000       SUPPORT OF THE SANTA BARBARA UNIFIED SCHOOL DISTRICT TROMBONE COACH
(204) SANTA CRUZ DERBY GIRLS
PO BOX 2690
SANTA CRUZ,CA95063
26-4574917 501(C)(3) 5,000       PROGRAM SUPPORT
(205) THE LIVING DESERT
47900 PORTOLA AVE
PALM DESERT,CA92260
501(C)(3) 15,000       EDUCATIONAL PURPOSES AND PROGRAM SUPPORT
(206) WATSONVILLE LAW CENTER
315 MAIN STREET SUITE 207
WATSONVILLE,CA95076
20-8157214 501(C)(3) 5,500       OPERATING SUPPORT
(207) WATSONVILLE ROTARY FOUNDATION
PO BOX 282
WATSONVILLE,CA95077
94-2577900 501(C)(3) 6,500       PROGRAM SUPPORT AND DISASTER RELIEF
(208) WILDAID INC
333 PINE ST STE 300
SAN FRANCISCO,CA94104
20-3644441 501(C)(3) 50,000       GENERAL OPERATING SUPPORT
(209) WESPARK
13520 VENTURA BLVD
SHERMAN OAKS,CA91423
95-4785462 501(C)(3) 10,000       GENERAL OPERATING SUPPORT
(210) WOMEN FOR WOMEN INTERNATIONAL
2000 M ST SUITE 200
WASHINGTON,DC20036
52-1838756 501(C)(3) 5,000       PROGRAM SUPPORT
(211) WHOLE KIDS FOUNDATION
550 BOWIE ST
AUSTIN,TX78703
45-1761682 501(C)(3) 10,000       SCHOOL FOOD SUPPORT INITIATIVE
(212) DELTA SCHOOL
6500 SOQUEL DRIVE BLDG 1190
APTOS,CA95003
77-0384662 501(C)(3) 12,000       OPERATING SUPPORT & FOR QSA CLUB
(213) AZTECAS YOUTH SOCCER ACADEMY
PO BOX 1028
WATSONVILLE,CA95077
77-0269322   16,600       OPERATING SUPPORT
(214) JEWISH COMMUNITY FOUNDATION OF GREATER PHOENIX
12701 N SCOTTSDALE RD 202
SCOTTSDALE,AZ85254
47-0874376 501(C)(3) 5,000       OPERATING SUPPORT
(215) HABITAT AND WATERSHED CARETAKERS (HAWC)
320 CAVE GULCH
SANTA CRUZ,CA95060
52-2381905   22,000       OPERATING SUPPORT
(216) FRIENDS OF OLYMPIA STATION
PO BOX 633
SANTA CRUZ,CA95061
51-0187576 501(C)(3) 18,000       OPERATING SUPPORT
(217) PACHAMAMA ALLIANCE
PRESIDIO BLDG 1009 PO BOX 29191
SAN FRANCISCO,CA94129
94-3249793 501(C)(3) 5,000       2017 SCHOLARSHIP RECIPIENT
(218) CONSERVATION RESEARCH AND EDUCATION OPPORTUNITIES
6044 1ST AVENUE NW
SEATTLE,WA98107
20-3574087 501(C)(3) 100,000       SUPPORT PROJECT FUNDING
(219) CROHN'S AND COLITIS FOUNDATION
733 THIRD AVE STE 510
NEW YORK,NY10017
13-6193105 501(C)(3) 5,000       OPERATING SUPPORT & FOR QSA CLUB
(220) CSUMB FOUNDATION
UNIVERSITY DEVELOPMENT 100 CAMPUS
CENTER-AVC BLDG 97
SEASIDE,CA93955
80-0494808 501(C)(3) 200,000       FUTURE TEACHER MENTORSHIP, BRUCE W. WOOLPERT ENDOWED SCHOLARSHIP & MARINE PROGRAMS
(221) BIG TIMBER FIRE DEPARTMERN
PO BOX 264
BIG TIMBER,MT59011
81-0450348   5,000       OPERATING SUPPORT
(222) CALIFORNIA ALLIANCE OF CAREGIVERS INC
PO BOX 576
SACRAMENTO,CA95812
81-2865148   5,000       ESTABLISH A LEARNING COMMUNITY TO RECEIVE SUPPORT AND MENTORING
(223) CUPERTINO ROTAR ENDOWMENT FOUNDATION
PO BOX 1101
CUPERTINO,CA95015
77-0288042 501(C)(3) 5,000       OPERATING SUPPORT
(224) EL PAJARO COMMUNITY DEVELOPMENT CORPORATION
23 EAST BEACH ST STE 209
WATSONVILLE,CA95076
94-2656048 501(C)(3) 49,000       OPERATING SUPPORT
(225) ENLOE MEDICAL CENTER FOUNDATION
249 W 6TH AVENUE
CHICO,CA95926
94-2985552 501(C)(3) 10,000       THE CAMP FIRE RELIEF FUND
(226) EPISCOPAL DIOCESE OF EL CAMINO REAL
PO BOX 689
SALINAS,CA93902
94-2673950   10,000       OPERATING SUPPORT
(227) FRIENDS OF THE RAIL & TRAIL
877 CEDAR ST STE 240
SANTA CRUZ,CA95060
31-1748056 501(C)(3) 16,000       OPERATING SUPPORT
(228) JUNIOR LEAGUE OF PALO ALTO MID PENINSULA
555 RAVENSWOOD AVE
MENLO PARK,CA94025
94-1603047 501(C)(3) 10,000       THE ENDOWMENT FUND
(229) PAJARO VALLEY PREVENTION AND STUDENT ASSISTANCE
335 EAST LAKE AVENUE
WATSONVILLE,CA95076
77-0269322 501(C)(3) 101,881       OPERATING SUPPORT
(230) PARTNERSHIP FOR CHILDREN
342 PAJARO ST STE B
SALINAS,CA93901
02-0646450 501(C)(3) 15,300       OPERATING SUPPORT
(231) SALUD Y CARINO
1723 GREY SEAL RD
SANTA CRUZ,CA95062
46-1924115 501(C)(3) 5,000       PROGRAM SUPPORT
(232) SANTA CRUZ PLAYGROUND PROJECT
PO BOX 3709
SANTA CRUZ,CA95063
95-4760497   78,600       SUPPORT LEO'S HAVEN ALL INCLUSIVE PARK
(233) SANTA CRUZ SAILING FOUNDATION
244 4TH AVENUE
SANTA CRUZ,CA95062
77-0435662 501(C)(3) 7,490       PROGRAM SUPPORT
(234) STANFORD UNIVERSITY-SCHOOL OF ENGINEERING
DEVELOPMENT SERVICES PO BOX 20466
STANDFORD,CA94309
94-1156365 501(C)(3) 20,000       THE DEAN OF ENGINEERING DISCRETION FUND
(235) STANFORD UNIVERSITY-SCHOOL OF MEDICINE
DEVELOPMENT SERVICES PO BOX 20466
STANDFORD,CA94309
94-1156365 501(C)(3) 300,000       THE CROCKER STEM CELL FUND & CROCKER JOINT REPLACEMENT FUND
(236) TRUCKEE TRAILS FOUNDATION
PO BOX 1751
TRUCKEE,CA96106
01-0601303 501(C)(3) 25,000       A CREW VEHICLE AND EQUIPMENT
(237) UC REGENTS-UCSC ARBORETUM
1156 HIGH ST MAIL STOP - ABORETUM
SANTA CRUZ,CA95064
  56,648       OPERATING SUPPORT
(238) VALLEY CHURCHES UNITED MISSIONS
9400 HIGHWAY 9 PO BOX 367
BEN LOMOND,CA95005
77-0163322 501(C)(3) 15,250       OPERATING SUPPORT
(239) VENTANA WILDERNESS ALLIANCE
PO BOX 506
SANTA CRUZ,CA95061
77-0532467 501(C)(3) 6,990       OPERATING SUPPORT & PROGRAM SUPPORT
(240) WARMING CENTER PROGRAM
PO BOX 462
SANTA CRUZ,CA95061
82-2706806 501(C)(3) 9,000       PROGRAM SUPPORT
(241) WOMEN'S CENTER-YOUTH AND FAMILY SERVICES
620 N SAN JOAQUIN ST
STOCKTON,CA95202
94-2341360 501(C)(3) 5,000       OPERATING SUPPORT
(242) WOODLAND PARK ZOO
550 PHINNENY AVE N
SEATTLE,WA98103
91-6070005 501(C)(3) 45,000       RIVER OTTERS OF WESTERN WASHINGTON
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
225
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
17
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE FOUNDATION CONDUCTS A THOROUGH DUE DILIGENCE PROCESS IN REVIEWING AND MONITORING ALL GRANTS APPROVED AND AWARDED BY THE FOUNDATION'S BOARD OF DIRECTORS. STAFF REVIEWS ALL REQUESTS TO FIRST ENSURE THE APPLICANT ORGANIZATION IS ELIGIBLE TO RECEIVE A GRANT FROM THE FOUNDATION UNDER THE IRS GUIDELINES FOR CHARITIES AND NONPROFITS. DURING THIS INITIAL SCREENING, THE APPLICANT'S FINANCIAL INFORMATION, GOVERNANCE AND PROGRAMS ARE REVIEWED, AND A DETERMINATION IS MADE IF THE PROPOSAL IS CONSISTENT WITH THE FOUNDATION'S INTEREST AREAS AND STRATEGIC PRIORITIES. A BOARD-APPOINTED PROGRAM COMMITTEE, COMPOSED OF BOARD MEMBERS AND OTHER COMMUNITY VOLUNTEERS, REVIEWS ELIGIBLE REQUESTS AND RECOMMENDS AWARDS BASED ON AVAILABLE FUNDS AFTER SELECTED IN-PERSON SITE VISITS AND A MORE THOROUGH REVIEW OF EACH ORGANIZATION'S ELIGIBILITY AND PROPOSED USE OF FUNDS. THESE GRANT RECOMMENDATIONS ARE THEN REVIEWED AND VOTED ON BY THE FULL BOARD. GRANTS RECOMMENDED BY DONOR-ADVISORS FROM THEIR FUNDS HELD AT THE FOUNDATION SIMILARLY RECEIVE THE SAME DUE DILIGENCE IN THE INITIAL SCREENING, BUT DO NOT GO TO THE PROGRAM COMMITTEE FOR REVIEW. THEY ARE, HOWEVER, REVIEWED AND APPROVED BY THE BOARD. IN MONITORING THE USE OF GRANT FUNDS, THE FOUNDATION REQUIRES PERIODIC WRITTEN OR ORAL REPORTS AND/OR A FINAL REPORT (INCLUDING A FINANCIAL ACCOUNTING OF HOW THE GRANT WAS SPENT) FROM ALL GRANTEES, WITH THE EXCEPTION OF DONOR ADVISED GRANTS UNLESS SPECIFICALLY REQUESTED BY THE DONOR. FOUNDATION STAFF ALSO MAINTAINS REGULAR COMMUNICATION WITH GRANT RECIPIENTS, WHO ARE ENCOURAGED TO ALERT THE FOUNDATION ABOUT ANY SIGNIFICANT CHANGES OR ISSUES DURING THE GRANT PERIOD.
Schedule I (Form 990) 2018



Additional Data


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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
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 on 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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1SUSAN FARRAR
CHIEF FINANCIAL OFFICER
(i)

(ii)
146,667
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
26,876
-------------
0
173,543
-------------
0
0
-------------
0
2SUSAN TRUE
CHIEF EXECUTIVE OFFICER
(i)

(ii)
210,000
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
23,214
-------------
0
233,214
-------------
0
0
-------------
0
3CHRISTINA CUEVAS
PROGRAM DIRECTOR
(i)

(ii)
135,000
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
25,799
-------------
0
160,799
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2018
Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number
94-2808039
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY
 
68-0164610   01-01-2011 2,500,000     X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 1,520,000      
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 2,500,000      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds .............        
12 Other unspent proceeds .............        
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X            
15 Were the bonds issued as part of an advance refunding issue? .....   X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
  X            
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X            
b Exception to rebate? ........   X            
c No rebate due? .........   X            
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X            
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?   X            
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Schedule K (Form 990) 2018

Additional Data


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SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash 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 67 2,951,029 ACTIVE MARKET PRICE
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 ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
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
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2018)

Additional Data


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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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B STAFF IS RESPONSIBLE FOR COMPLETING AND FILING THE FORM 990, WHICH IS REVIEWED BY MANAGEMENT STAFF AND THE CEO. PRIOR TO ITS FILING, A DRAFT IS E-MAILED TO ALL BOARD MEMBERS. THEIR COMMENTS, QUESTIONS AND CONCERNS ARE SOLICITED AND CONSIDERED PRIOR TO BEING COMPLETED AND SUBMITTED.
FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION IS COMMITTED TO THE HIGHEST ETHICAL STANDARDS IN ALL POLICIES, PROCEDURES, AND PROGRAMS. THE ABILITY OF THE FOUNDATION TO CARRY OUT ITS MISSION IS ENHANCED BY THE INVOLVEMENT OF THE BOARD OF DIRECTORS, VOLUNTEER COMMITTEE MEMBERS, AND STAFF IN THE PHILANTHROPIC LIFE AND ECONOMIC AFFAIRS OF SANTA CRUZ COUNTY. GIVEN THE FOUNDATION SERVES THE ENTIRE COUNTY, IT IS TO BE EXPECTED THAT FROM TIME TO TIME BOARD MEMBERS, VOLUNTEER COMMUNITY MEMBERS OR STAFF MAY ALSO HAVE RELATIONS WITH EXISTING OR PROPOSED RECIPIENTS OF GRANTS, VENDORS OR SERVICE PROVIDERS. TO FOSTER PUBLIC CONFIDENCE IN ITS INTEGRITY AND TO REFLECT THE FOUNDATION'S INTENTION TO MAINTAIN THE HIGHEST ETHICAL STANDARDS BY AVOIDING ANY REAL OR PERCEIVED CONFLICTS OF INTEREST, THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY. THIS POLICY IS AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. A SUMMARY OF KEY ELEMENTS INCLUDE: ALL BOARD MEMBER, VOLUNTEER COMMITTEE MEMBERS, AND STAFF ARE ANNUALLY REQUIRED TO PROVIDE A LIST OF NONPROFIT AND PROFESSIONAL PHILANTHROPIC ORGANIZATIONS WITH WHICH THEY HAVE RELATIONSHIPS, AS WELL AS ANY RELATIONSHIPS OF IMMEDIATE FAMILY MEMBERS. THEY MUST DISCLOSE ANY MATERIAL OWNERSHIP OR INVESTMENT INTEREST WITH ANY ENTITY THAT HAS NEGOTIATED A TRANSACTION WITH THE FOUNDATION WITHIN THE PAST YEAR OR OF ANY TRANSACTIONS KNOWN TO BE CURRENTLY PENDING OR PROPOSED. THIS INFORMATION IS COLLECTED BY THE CEO AND REPORTED BACK TO THE BOARD. IN ALL SITUATIONS IN WHICH THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST, THOSE INDIVIDUALS MUST RECUSE THEMSELVES FROM DISCUSSION AND DECISION MAKING THAT INVOLVES THE PARTIES IN QUESTION. THIS INCLUDES THE REVIEW, DISCUSSION OR DECISION OF ANY AND ALL GRANT PROPOSALS AS WELL AS THE SELECTION OR CONTRACTING OF VENDORS OR SERVICE PROVIDERS. TO MONITOR THE NEED TO DO SO, A SCHEDULE OF BOARD MEMBER CONFLICTS IS INCLUDED IN EVERY BOARD PACKET FOR REFERENCE. EXAMPLES OF POTENTIAL CONFLICTS IN REGARDS TO THE FOUNDATION'S GRANTMAKING INCLUDE, BUT ARE NOT LIMITED TO, SERVING AS A BOARD MEMBER, EMPLOYEE, OR CONSULTANT TO A CURRENT OR POTENTIAL GRANTEE; DOING BUSINESS WITH A CURRENT OR POTENTIAL GRANTEE; OR HAVING IMMEDIATE FAMILY MEMBERS SERVING AS A BOARD MEMBER OF APPLICANT ORGANIZATIONS. ANYONE WITH SUCH CONFLICTS MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR DECISION INVOLVING THOSE PARTIES. IF IT IS UNCLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE CEO WILL MAKE THAT DETERMINATION IN REGARDS TO STAFF AND THE BOARD PRESIDENT IN REGARDS TO THE CEO. FOR BOARD MEMBER OR COMMITTEE MEMBER, THE BOARD PRESIDENT OR COMMITTEE CHAIR SHALL MAKE THAT DETERMINATION. WHEN A CONFLICT EXISTS THE COMMITTEE MEMBER SHALL EXCUSE THEMSELVES FROM THE MEETING WHILE THE IMPLICATIONS OF THE AFFILIATION ARE CONSIDERED. FOR ALL MATTERS BEFORE THE BOARD WHERE A REAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, THE STEPS TAKEN UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY SHALL BE NOTED AND RECORDED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION IS COMMITTED TO ATTRACTING AND RETAINING A QUALIFIED, DIVERSE WORKFORCE THROUGH A COMPETITIVE COMPENSATION PROGRAM WITHIN THE FOUNDATION'S LABOR MARKET. THE FOUNDATION PROVIDES A NON-DISCRIMINATORY MERIT-BASED COMPENSATION PROGRAM THAT IS CAREFUL TO BALANCE THESE OBJECTIVES WITH PRUDENT USE OF THE FINANCIAL RESOURCES WHICH HAVE BEEN ENTRUSTED TO THE FOUNDATION BY ITS DONORS. TO GUIDE THIS PROCESS, THE FOUNDATION HAS ADOPTED A COMPENSATION POLICY THAT ALSO ADDRESSES THE ANNUAL EVALUATION PROCESS FOR STAFF. THE FOUNDATION CONSIDERS BEST PRACTICES AS WELL AS THE FOLLOWING IN SETTING COMPENSATION FOR ITS KEY EMPLOYEES: INTERNAL EQUITY, WHICH STRIVES TO PROVIDE EQUIVALENT COMPENSATION FOR POSITIONS OF COMPARABLE SCOPE AND RESPONSIBILITY WITHIN THE FOUNDATION; AND EXTERNAL EQUITY, INCLUDING AN ANNUAL MARKET ANALYSIS OF COMPARABLE POSITIONS IN THE COMMUNITY FOUNDATION INDUSTRY, MARKET TRENDS AND EVALUATION OF SALARY SURVEYS. ATTENTION IS ALSO GIVEN TO THE CONSUMER PRICE INDEX, BUDGETARY RESTRICTIONS AND FINANCIAL STATUS OF THE FOUNDATION. EMPLOYEES RECEIVE AN ANNUAL SALARY REVIEW BY THEIR SUPERVISORS (OR BY THE BOARD IN THE CASE OF THE CEO) AS PART OF THE PERFORMANCE RECOGNITION PLAN ANNUAL ASSESSMENT. THESE REVIEWS MAY OR MAY NOT RESULT IN A SALARY INCREASE. SALARY INCREASES ARE PROVIDED ON THE BASIS OF MERIT, SUBJECT TO BUDGETARY RESTRICTIONS AND AT THE SOLE DISCRETION OF THE FOUNDATION. ALSO, AT THE FOUNDATION'S SOLE DISCRETION, A LUMP-SUM MERIT AWARD MAY BE GRANTED TO AN EMPLOYEE WHO HAS REMAINED IN THEIR POSITION FOR MANY YEARS, IN LIEU OF AN INCREASE IN SALARY. FOR THE CEO, AN ANNUAL PERFORMANCE EVALUATION IS ONE OF THE MAJOR RESPONSIBILITIES OF THE BOARD OF DIRECTORS. THE BOARD HAS ADOPTED EVALUATION PROCEDURES ESTABLISHED BY THE COUNCIL ON FOUNDATIONS AS PART OF ITS COMMUNITY FOUNDATIONS NATIONAL STANDARDS THAT PROVIDES FOR A CONSISTENT, FAIR, SUPPORTIVE AND WELL-DOCUMENTED PROCESS. SPECIFIC STEPS IN THE CEO EVALUATION PROCESS INCLUDE A REVIEW AND DISCUSSION OF A SELF-PERFORMANCE EVALUATION AND DEVELOPMENT PLAN WITH PRIOR YEAR'S GOALS AND OBJECTIVES; AN EXECUTIVE SESSION OF THE BOARD TO DISCUSS ANY ISSUES OR CONCERNS AND TO SET NEW GOALS AND OBJECTIVES FOR THE FOLLOWING YEAR; A BOARD SESSION WITH THE CEO PRESENT FOR AN OVERALL ASSESSMENT AND GOAL SETTING, AS WELL AS DISCUSSION OF SALARY COMPENSATION BASED ON A REVIEW OF COMPARABLE SALARIES FOR OTHER COMMUNITY FOUNDATIONS OF OUR SIZE; AND, FINALLY, A SUMMARY OF THE ASSESSMENT, PLAN AND ANY SALARY INCREASE TO BE SIGNED BY BOTH THE CEO AND BOARD PRESIDENT. THE FOUNDATION USES THIS EVALUATION TOOL AS A WAY TO ENHANCE THE COMMUNICATION BETWEEN THE BOARD AND THE CEO, MEASURES SPECIFIC, ANNUAL OBJECTIVES, GAUGE JOB PERFORMANCE AND LEADERSHIP AND SERVES AS A BASIS FOR SALARY COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION AS PART OF ITS DUE DILIGENCE, COMMITMENT TO TRANSPARENCY AND IN KEEPING WITH THE COUNCIL ON FOUNDATION'S COMMUNITY FOUNDATIONS NATIONAL STANDARDS MAKES AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. FINANCIAL STATEMENTS ARE ALSO AVAILABLE 24/7 ON THE FOUNDATION'S WEB SITE (WWW.CFSCC.ORG). IN ADDITION, THE FOUNDATION'S ANNUAL FINANCIAL STATEMENTS ARE PUBLISHED IN ITS ANNUAL REPORT.
FORM 990, PART XI, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT AND THIS PROCESS HAS REMAINED CONSISTENT WITH PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ
COUNTY
Employer identification number

94-2808039
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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

(1) NLMJ BORINA LAND LLC
7807 SOQUEL DRIVE
APTOS,CA95003
46-3734949
HOLDING TITLE TO AGRICULTURAL LAND; LEASING AGRICULTURAL LAND CA 150,600 2,787,500 COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 










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 entity?
Yes No
(1)REGIONAL WATER MANAGEMENT FOUNDATION
7807 SOQUEL DRIVE

APTOS,CA95003
38-3763365
MANAGE THE INTEGRATED REGIONAL WATER MGMNT PROGRAM-SANTA CRUZ COUNTY CA 501(C)(3) 170(B)(1)(A)(VI) COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) REGIONAL WATER MANAGEMENT FOUNDATION

C 422,517 AMT PAID OR REIMBURSED DIRECTLY





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(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 Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


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