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)
MediumBullet Do not enter social security numbers on this form as it may be made public.
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 SONOMA COUNTY
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
120 STONY POINT ROAD NO 220
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA ROSA, CA95401
D Employer identification number

68-0003212
E Telephone number

G Gross receipts $ 80,871,201
F Name and address of principal officer:
ELIZABETH BROWN
120 STONY POINT ROAD NO 220
SANTA ROSA,CA95401
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.SONOMACF.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: 1983
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: WE CONNECT PEOPLE, IDEAS AND RESOURCES TO BENEFIT THE LIVES OF THOSE WHO LIVE IN SONOMA COUNTY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 21
6 Total number of volunteers (estimate if necessary) ............. 6 17
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) ......... 26,892,930 18,633,970
9 Program service revenue (Part VIII, line 2g) ......... 197,710 231,525
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,231,925 5,203,576
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,277 78
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 31,324,842 24,069,149
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 16,939,645 14,137,738
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) 1,377,166 1,616,609
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet798,385    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,456,234 1,930,517
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,773,045 17,684,864
19 Revenue less expenses. Subtract line 18 from line 12....... 11,551,797 6,384,285
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 168,859,657 163,843,026
21 Total liabilities (Part X, line 26)............. 5,368,355 6,101,559
22 Net assets or fund balances. Subtract line 21 from line 20..... 163,491,302 157,741,467
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
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: WE CONNECT PEOPLE, IDEAS AND RESOURCES TO BENEFIT THE LIVES OF THOSE WHO LIVE IN SONOMA COUNTY.
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 $ 15,372,947 including grants of $ 14,137,738 ) (Revenue $ 231,603 )
GRANTMAKING: AWARDED MORE THAN $13.368 MILLION IN SONOMA COUNTY, PRIMARILY IN THE FIELDS OF HEALTH & HUMAN SERVICES, ARTS & CULTURE, EDUCATION, AND THE ENVIRONMENT. PROMOTING PHILANTHROPY: PARTNERED WITH DONORS AND PROFESSIONAL ADVISORS TO BUILD RESOURCES THAT CREATE LONG-TERM PHILANTHROPIC SOLUTIONS. COMMUNITY LEADERSHIP: CONVENE INDIVIDUALS AND ORGANIZATIONS TO STIMULATE NEW IDEAS, FOSTER COLLABORATIONS, AND STRENGHTHEN COMMUNITY PHILANTHROPY. STEWARDING ASSETS: FULFILLED THE CHARITABLE LEGACIES OF OUR DONORS AND USED DIVERSIFIED INVESTMENT STRATEGIES TO MANAGE OVER 434 CHARITABLE FUNDS TO ENSURE FUTURE FUNDING FOR THE COMMUNITY.
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 expensesMediumBullet15,372,947
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 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
 
No
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
Yes
 
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 ...Click to see attachment
35b
 
No
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
35
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
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
21
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” 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
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
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
17
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
17
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
 
No
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
 
 
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
 
No
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:
MediumBulletANN BUTTERFIELD120 STONY POINT ROAD SUITE 220   SANTA ROSA,CA95401 (707) 579-4073
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) DEBERAH KELLEY......................................................................
CHAIR
1.00
.................
0.00
X   X       0 0 0
(2) BARRY WEITZENBERG......................................................................
IMMEDIATE PAST CHAIR
3.00
.................
0.00
X   X       0 0 0
(3) HARRIET DERWINGSON......................................................................
SECRETARY
3.00
.................
0.00
X   X       0 0 0
(4) CHRISTINA HOLLINGSWORTH......................................................................
TREASURER
1.00
.................
0.00
X   X       0 0 0
(5) KATIE JACKSON......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(6) LAWRENCE MILLS......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(7) LISA CARRENO......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(8) MATTHEW INGRAM......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(9) MICHELLE ZYGELBAUM......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(10) OSCAR CHAVEZ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(11) PATRICK EMERY......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(12) RICHARD DAVIS......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(13) STEVE GOLDBERG......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(14) STEVE RABINOWITSH......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(15) SUSAN LENTZ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(16) THELIA EAGAN......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(17) JANET RAMATICI......................................................................
DIRECTOR
1.00
.................
0.00
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) ELIZABETH BROWN........................................................................
PRESIDENT & CEO
45.00
.......................1.00
    X       237,736 0 19,930
(19) KARL GRIMM........................................................................
VP FINANCE AND OPS (THRU 2/15/18)
45.00
.......................1.00
    X       22,334 0 2,274
(20) ANN BUTTERFIELD........................................................................
VP FINANCE AND OPS (EFF. 5/31/18)
46.00
.......................1.00
    X       75,171 0 11,167
(21) W JOHN MULLINEAUX........................................................................
VP OF DEVELOPMENT
45.00
.......................1.00
        X   131,899 0 26,536
(22) KARIN DEMAREST........................................................................
VP OF COMMUNITY IMPACT
45.00
.......................0.00
        X   108,902 0 6,255
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 576,042 0 66,162
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 MediumBullet3
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
GRAYSTONE CONSULTING

3562 ROUND BARN CIRCLE 1ST FLOOR
SANTA ROSA,CA95403
INVESTMENT CONSULTING 107,274
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 1,566
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 270,000
f All other contributions, gifts, grants, and similar amounts not included above1f 18,362,404
g Noncash contributions included in lines 1a - 1f:$ 2,330,329
h Total. Add lines 1a-1f.......MediumBullet 18,633,970
 Program Service RevenueAmt Business Code
2a MANAGEMENT FEES 561000 231,525 231,525    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 231,525
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 4,056,268     4,056,268
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   57,949,360
b Less: cost or other basis and sales expenses   56,802,052
c Gain or (loss)   1,147,308
d Net gain or (loss).....MediumBullet 1,147,308     1,147,308
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 LITIGATION SETTLEMENT 900099 78 78    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 78
12 Total revenue. See Instructions......MediumBullet 24,069,149 231,603 0 5,203,576
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 14,137,738 14,137,738
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 .... 368,612 147,538 126,645 94,429
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 976,389 390,802 335,461 250,126
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 53,411 21,378 18,350 13,683
9 Other employee benefits ....... 116,600 46,670 40,060 29,870
10 Payroll taxes ........... 101,597 51,611 9,144 40,842
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 45,606 18,254 15,669 11,683
c Accounting ........... 62,139 24,871 21,350 15,918
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 488,400   488,400  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 644,780 258,075 221,528 165,177
12 Advertising and promotion .... 66,591 26,653 22,879 17,059
13 Office expenses ....... 108,294 43,345 37,207 27,742
14 Information technology ...... 114,843 45,966 39,457 29,420
15 Royalties ..        
16 Occupancy ........... 116,560 46,653 40,047 29,860
17 Travel ............ 10,067 4,029 3,459 2,579
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 63,804 25,538 21,921 16,345
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 39,518 15,817 13,577 10,124
23 Insurance ... 159,541 63,857 54,814 40,870
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 SPECIAL PROJECT EXPENSE 10,374 4,152 3,564 2,658
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 17,684,864 15,372,947 1,513,532 798,385
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 ........ 14,332,403 1 9,282,487
2 Savings and temporary cash investments ......... 2,259,873 2 2,081,545
3 Pledges and grants receivable, net ...... 7,954,460 3 7,996,943
4 Accounts receivable, net ............. 586,353 4 234,814
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 .... 1,031,289 7 1,001,289
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 78,022 9 94,631
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 355,240
b Less: accumulated depreciation 10b 252,276 106,794 10c 102,964
11 Investments—publicly traded securities . 138,739,466 11 140,638,953
12 Investments—other securities. See Part IV, line 11 ..... 368,500 12 368,500
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 3,402,497 15 2,040,900
16 Total assets. Add lines 1 through 15 (must equal line 34)... 168,859,657 16 163,843,026
Liabilities 17 Accounts payable and accrued expenses ..... 88,836 17 67,610
18 Grants payable ... 5,202,141 18 6,025,454
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
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 ..   23  
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 77,378 25 8,495
26 Total liabilities. Add lines 17 through 25.. 5,368,355 26 6,101,559
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 35,331,002 27 36,125,682
28 Temporarily restricted net assets ........... 35,407,525 28 28,327,675
29 Permanently restricted net assets 92,752,775 29 93,288,110
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 ........... 163,491,302 33 157,741,467
34 Total liabilities and net assets/fund balances ........ 168,859,657 34 163,843,026
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
24,069,149
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
17,684,864
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
6,384,285
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
163,491,302
5
Net unrealized gains (losses) on investments ...............
5
-11,651,224
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-82,229
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-400,667
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
157,741,467
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 SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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.") .. 9,763,207 14,404,710 16,537,057 26,892,930 18,633,970 86,231,874
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 9,763,207 14,404,710 16,537,057 26,892,930 18,633,970 86,231,874
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).. 8,103,466
6 Public support. Subtract line 5 from line 4. 78,128,408
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.. 9,763,207 14,404,710 16,537,057 26,892,930 18,633,970 86,231,874
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 4,491,508 2,755,061 2,178,927 3,001,983 4,056,268 16,483,747
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.)..            
11 Total support. Add lines 7 through 10 102,715,621
12
12
886,669
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
76.060 %
15
15
73.420 %
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 SONOMA COUNTY
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that 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 SONOMA COUNTY
 
Employer identification number
68-0003212
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 SONOMA COUNTY
 
Employer identification number

68-0003212
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 SONOMA COUNTY
 
Employer identification number

68-0003212
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 SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 178 56
2 Aggregate value of contributions to (during year) 11,067,869 717,725
3 Aggregate value of grants from (during year) 8,120,471 1,664,376
4 Aggregate value at end of year ........ 36,780,546 34,948,411
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 .... 84,598,098 74,627,859 73,086,044 75,573,899 71,685,198
b Contributions ... 1,233,069 492,843 1,152,647 3,600,496 6,299,330
c Net investment earnings, gains, and losses -5,390,715 11,633,914 3,655,451 -1,860,881 -1,300,312
d Grants or scholarships ... 2,229,581 2,156,518 3,266,283 4,227,470 1,110,317
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ...... 78,210,871 84,598,098 74,627,859 73,086,044 75,573,899
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0.980 %
b
Permanent endowment SchDMd Bullet90.680 %
c
Temporarily restricted endowment SchDMd Bullet8.340 %
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)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
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 .....      
b Buildings ....        
c Leasehold improvements   48,132 34,773 13,359
d Equipment ....   232,676 150,404 82,272
e Other .....   74,432 67,099 7,333
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 102,964
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  
LIABILITIES UNDER TRUST AGREEMENTS 8,495
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 8,495
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  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
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  
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  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
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 V, LINE 4: ENDOWMENT FUNDS SERVE A WIDE VARIETY OF CHARITABLE PURPOSES AND REFLECT THE INTENT OF OUR DONORS.
PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(I)(A)(VI) OF THE CODE. IN ADDITION, THE FOUNDATION COULD BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. THE FOUNDATION FOLLOWS THE GUIDANCE OF FASB ASC TOPIC 740 - ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS OF DECEMBER 31, 2018, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.
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 SONOMA COUNTY
 
Employer identification number
68-0003212
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to 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) PEPPERWOOD FOUNDATION
2130 PEPPERWOOD PRESERVE RD
SANTA ROSA,CA954047543
01-0817571 501(C)(3) 1,588,500       FOR GENERAL OPERATING SUPPORT
(2) SONOMA VALLEY HOSPITAL FOUNDATION
347 ANDRIEUX STREET
SONOMA,CA95476
94-2832488 501(C)(3) 1,070,000       TO HELP FUND THE NEW DIAGNOSTIC FACILITY WITHIN THE SONOMA VALLEY HOSPITAL
(3) SANTA ROSA COMMUNITY HEALTH
3569 ROUND BARN CIRCLE
SANTA ROSA,CA95403
68-0365296 501(C)(3) 805,000       TO SUPPORT SONOMA COMMUNITY RESILIENCE COLLABORATIVE - BUILDING A SELF-HEALING COMMUNITY
(4) CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA
PO BOX 4900
SANTA ROSA,CA95402
94-2479393 501(C)(3) 740,000       TO SUPPORT DEPORTATION LEGAL DEFENSE AND RELATED IMMIGRATION SERVICES
(5) ROSELAND UNIVERSITY PREP
1691 BURBANK AVE
SANTA ROSA,CA95407
43-2029144 501(C)(3) 425,200       THE PHALAROPE FUND BRIDGE GRANT ONLY
(6) SONOMA ACADEMY
2500 FARMERS LANE
SANTA ROSA,CA954047013
94-3343174 501(C)(3) 305,150       IN SUPPORT OF THE FUND FOR EXCELLENCE
(7) LEGAL AID OF SONOMA COUNTY
144 SOUTH E STREET SUITE 100
SANTA ROSA,CA95404
68-0008581 501(C)(3) 295,000       TO SUPPORT THE DISASTER LAW PROGRAM (DLP) TO PROVIDE LEGAL INFORMATION AND REPRESENTATION TO THOSE AFFECTED BY THE 2017 WILDFIRES
(8) UNITED POLICYHOLDERS
381 BUSH STREET 8TH FLOOR
SAN FRANCISCO,CA94104
94-3162024 501(C)(3) 220,000       TO SUPPORT THE ENHANCED LONG TERM RECOVERY SERVICES TO NORTH BAY WILDFIRE IMPACTED HOUSEHOLDS THROUGH UNITED POLICYHOLDERS' ROADMAP TO RECOVERY PROGRAM
(9) HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY
PO BOX 1025
HEALDSBURG,CA95448
68-0474109 501(C)(3) 220,000       TO SUPPORT THE WILDFIRE MENTAL HEALTH COLLABORATIVE PUBLIC AWARENESS CAMPAIGN
(10) WEST COUNTY HEALTH CENTERS INC
14045 MILL STREET
GUERNEVILLE,CA95446
23-7310613 501(C)(3) 250,000       TO SUPPORT THE CAPITAL CAMPAIGN FOR 2019
(11) SHARED HOUSING AND RESOURCE EXCHANGE CALIFORNIA
10 FOURTH STREET
PETALUMA,CA94952
81-3993230 501(C)(3) 150,000       TO PROVIDE FUNDING FOR AN ADDITIONAL HOME MATCHING SPECIALIST TO SHARE SONOMA COUNTY
(12) SONOMA COUNTY VINTNERS FOUNDATION
400 AVIATION BOULEVARD SUITE 500
SANTA ROSA,CA95403
68-0175790 501(C)(3) 125,000       FOR SONOMA COUNTY VINTNERS FOUNDATION EMERGENCY RELIEF FUND
(13) UNITED WAY OF THE WINE COUNTRY
975 CORPORATE CTR PKWY 160
SANTA ROSA,CA95407
94-1669646 501(C)(3) 140,000       TO PROVIDE GRANTS TO LAW ENFORCEMENT AND FIRE PERSONNEL WHO LOST HOMES IN THE 2017 WILDFIRE IN SONOMA COUNTY
(14) REDWOOD GOSPEL MISSION
PO BOX 493
SANTA ROSA,CA954020493
94-6122045 501(C)(3) 135,000       TO IMPROVE THE MISSION'S FACILITIES
(15) CENTRAL PACIFIC DISTRICT OF THE CHRISTIAN AND MISSIONARY ALLIANCE
715 LINCOLN AVE
WOODLAND,CA95695
13-1623940 501(C)(3) 120,000       TO SUPPORT THE BRIDGE CHURCH GENERAL OPERATING FUND
(16) UCSF FOUNDATION
PO BOX 45339
SAN FRANCISCO,CA94145
94-2829914 501(C)(3) 100,000       TO SUPPORT NUEROSCAPE AND THE GAZZALEY LAB
(17) IMMACULATE CONCEPTION ACADEMY
3625 - 24TH STREET
SAN FRANCISCO,CA94110
94-1156675 501(C)(3) 100,000       FOR SCHOLARSHIP ASSISTANCE FOR STUDENTS IN NEED
(18) SOCIAL ADVOCATES FOR YOUTH
2447 SUMMERFIELD ROAD
SANTA ROSA,CA95405
94-1711490 501(C)(3) 230,000       TO SUPPORT THE DREAM CENTER
(19) SWFL CHILDRENS CHARITIES INC
9736 COMMERCE CENTER CT
FT MEYERS,FL33908
26-2302491 501(C)(3) 100,000       IN SUPPORT OF SWFL CHILDREN'S CHARITIES INC.'S 2018 FUND-A-CAUSE
(20) 10000 DEGREES
1650 LOS GAMOS DRIVE SUITE 110
SAN RAFAEL,CA94903
95-3667812 501(C)(3) 360,100       2018-19 CFSC DAF SCHOLARSHIP FUND DISTRIBUTION
(21) SAMARITAN'S PURSE
PO BOX 3000
BOONE,NC28607
58-1437002 501(C)(3) 100,000       IN SUPPORT OF PARADISE FIRE RELIEF
(22) ON THE MOVE
780 LINCOLN AVE
NAPA,CA94558
75-3149095 501(C)(3) 85,000       TO SUPPORT THE LAUNCH AND IMPLEMENTATION OF LA PLAZA WHICH WILL IMPROVE ACCESS TO TRAUMA-INFORMED CARE AND COMMUNITY-LED MENTAL HEALTH SERVICES FOR LATINOS IN SONOMA COUNTY
(23) WOMEN'S RECOVERY SERVICES A UNIQUE PLACE
PO BOX 1356
SANTA ROSA,CA95402
51-0178620 501(C)(3) 76,500       FOR CAPITAL CAMPAIGN CONSTRUCTION FUND
(24) BURBANK HOUSING DEVELOPMENT CORPORATION
790 SONOMA AVENUE
SANTA ROSA,CA95404
94-2837785 501(C)(3) 75,000       TO SUPPORT THE DEVELOPMENT OF A CROSS-SECTOR LEADERSHIP GROUP TO ADVOCATE IN FAVOR OF HOUSING THROUGH SONOMA COUNTY
(25) CITY OF SANTA ROSA HOUSING AND COMMUNITY SERVICES
90 SANTA ROSA AVENUE
SANTA ROSA,CA95404
94-6000428 501(C)(3) 65,000       TO PROVIDE GENERAL OPERATING SUPPORT TO SAM JONES HALL
(26) SONOMA COUNTY ECONOMIC DEVELOPMENT BOARD FOUNDATION
141 STONY CIRCLE SUITE 110
SANTA ROSA,CA95401
94-3397043 501(C)(3) 62,000       TO SUPPORT THE COMMUNITY FOUNDATION AND CREATIVE SONOMA ARTS EDUCATION COLLABORATIVE GRANTS PROGRAM
(27) REDWOOD CREDIT UNION COMMUNITY FUND INC
3033 CLEVELAND AVENUE
SANTA ROSA,CA95403
47-5084832 501(C)(3) 60,085       TO SUPPORT THE NORTH BAY FIRE RELIEF FUND 2017
(28) WINDSOR ROTARY COMMUNITY FOUNDATION
414 AVIATION BLVD
SANTA ROSA,CA95403
68-0185065 501(C)(3) 65,000       TO SUPPORT FUND-A-NEED TO RISE UP SONOMA
(29) NORTH COAST BUILDERS EXCHANGE COMMUNITY FUND
1030 APOLLO WAY
SANTA ROSA,CA95407
68-0454441 501(C)(3) 50,000       IN SUPPORT OF THE WORKFORCE DEVELOPMENT PROGRAM
(30) SRJC FOUNDATION
1501 MENDOCINO AVENUE
SANTA ROSA,CA954014395
94-1735861 501(C)(3) 60,000       IN SUPPORT OF THE TRADE TECH DEPARTMENT
(31) SANTA ROSA MEMORIAL HOSPITAL FOUNDATION
101 BROOKWOOD AVE STE 202
SANTA ROSA,CA95404
94-1231005 501(C)(3) 110,000       IN SUPPORT OF THE NEW 3-D MAMMOGRAM MACHINE
(32) FOUNDATION FOR INTERDISCIPLINARY STUDIES
PO BOX 388
CARDIFF BY THE SEA,CA92007
77-0086554 501(C)(3) 50,000       IN SUPPORT OF STUDENT-CENTERED INTERDISCIPLINARY LEARNING SENIOR PROJECTS AND INDUSTRY AND PROFESSIONAL CONNECTED LEARNING IN THE SPIRIT OF CAL POLY'S CAED'S FOUNDING DEAN GEORGE HASSLEIN
(33) ROSELAND CHARTER SCHOOL
1691 BURBANK AVE
SANTA ROSA,CA95407
43-2029144 501(C)(3) 50,000       FOR THE FIVE RECIPIENTS OF THE GAINING GROUND GRADUATE EDUCATION SCHOLARSHIP
(34) CANINE COMPANIONS FOR INDEPENDENCE INC
PO BOX 446
SANTA ROSA,CA95402
94-2494324 501(C)(3) 75,000       IN SUPPORT OF THE NORTHWEST SERVICE CENTER
(35) SANTA ROSA SUNRISE ROTARY FOUNDATION
PO BOX 14953
SANTA ROSA,CA95402
68-0339109 501(C)(3) 60,000       FOR JAPAN RELIEF FUND ($25,000.00) AND ROTARY DISTRICT #5130 FIRE RELIEF FUND ($25,000.00)
(36) ONE CLIMB
5237 BISCHOFF AVE
SAINT LOUIS,MO63110
82-1959606 501(C)(3) 50,000       TO FUND THE INSTALLATION OF A CLIMBING WALL AT THE BOYS AND GIRLS CLUB OF GREATER SANTA ROSA IN 2019 AND IN HONOR OF THOMAS AND BRITTANY EAMES
(37) COMMUNITY ACTION PARTNERSHIP OF SONOMA COUNTY
141 STONY CIRCLE 210
SANTA ROSA,CA95401
94-1648949 501(C)(3) 195,000       TO FUND ADMINISTRATIVE SUPPORT FOR REBUILDING OUR COMMUNITY SONOMA COUNTY (ROC)
(38) YWCA OF SONOMA COUNTY
PO BOX 3506
SANTA ROSA,CA95402
94-2347428 501(C)(3) 70,000       TO SUPPORT THE REAL ESTATE ACQUISITION FOR THE PURCHASE OF 136 ORANGE STREET IN SANTA ROSA TO EXPAND THE SAFE HOUSE SHELTER
(39) SONOMA ECOLOGY CENTER
PO BOX 1486
ELDRIDGE,CA95431
94-3136500 501(C)(3) 64,000       TO SUPPORT RESTORING FULL ACCESS TO TRAILS AT SUGERLOAF RIDGE STATE PARK THAT WERE IMPACTED BY THE FIRES
(40) HEALDSBURG EDUCATION FOUNDATION
PO BOX 1668
HEALDSBURG,CA95448
68-0051242 501(C)(3) 47,000       TO COVER COSTS FOR AM/FM 17/18 AND LAST YEAR'S MEET THE MASTERS, PLUS 2018 AM/FM ($8,760) AND THIS YEAR'S MEET THE MASTERS ($10,000). REMAINING AMOUNT IS FOR GENERAL OPERATING SUPPORT
(41) MIRACLE LEAGUE NORTH BAY
40 FOURTH STREET
PETALUMA,CA94952
81-2922763 501(C)(3) 40,000       FOR MIRACLE LEAGUE PETALUMA BALLFIELD
(42) WARNECKE INSTITUTE INC
13427 CHALK HILL ROAD
HEALDSBURG,CA95448
20-4401473 501(C)(3) 40,000       FOR GENERAL OPERATING SUPPORT
(43) HUMANE SOCIETY OF SONOMA COUNTY
PO BOX 1296
SANTA ROSA,CA95402
94-6001315 501(C)(3) 45,000       TO SUPPORT SONOMA HUMANE SOCIETY'S LOW-INCOME SPAY NEUTER CLINIC
(44) COMPASSION WITHOUT BORDERS
PO BOX 14995
SANTA ROSA,CA95402
20-4698227 501(C)(3) 35,000       TO SUPPORT THE WELLNESS AND SPAY/NEUTER CLINICS TARGETED TO LOW-INCOME RESIDENTS IN THE ROSELAND COMMUNITY
(45) THE LIVING ROOM CENTER INC
1207 CLEVELAND AVENUE
SANTA ROSA,CA95401
58-2675876 501(C)(3) 81,000       FOR GENERAL OPERATING SUPPORT
(46) CENTER FOR CLIMATE PROTECTION
PO BOX 3785
SANTA ROSA,CA95402
45-0485495 501(C)(3) 45,000       TO SUPPORT GENERAL OPERATIONS ($20,000.00) AND TO SUPPORT THE SCHOOLS PROGRAM ($10,000.00)
(47) BECOMING INDEPENDENT
1425 CORPORATE CENTER PARKWAY
SANTA ROSA,CA95407
94-2641147 501(C)(3) 55,000       FOR GENERAL OPERATING SUPPORT
(48) LA LUZ CENTER
17560 GREGER STREET
SONOMA,CA95476
68-0228235 501(C)(3) 45,000       TO TRAIN LATINO AND OTHER LOW WAGE EARNERS WITH THE SKILLS NECESSARY TO ALLOW THEM TO SUCCESSFULLY WORK IN THE BUILDING TRADES (GRANT IS CONTINGENT ON HOUSING TRAINING PROJECT MOVING FORWARD)
(49) BUCK INSTITUTE
8001 REDWOOD BLVD
NOVATO,CA94945
94-3030609 501(C)(3) 30,000       FOR GENERAL OPERATING SUPPORT
(50) NORTHERN CALIFORNIA CENTER FOR WELL-BEING
101 BROOKWOOD AVENUE SUITE A
SANTA ROSA,CA95404
93-1144835 501(C)(3) 30,000       FOR GENERAL OPERATING SUPPORT
(51) FOREST UNLIMITED
PO BOX 506
FORESTVILLE,CA95436
94-3263110 501(C)(3) 40,000       FOR FRIENDS OF FELTA CREEK
(52) ROCKEFELLER PHILANTHROPY ADVISORS
6 WEST 48TH STREET 10TH FLOOR
NEW YORK,NY10036
13-3615533 501(C)(3) 30,000       TO SUPPORT THE FUND FOR SHARED INSIGHT'S LISTEN FOR GOOD INITIATIVE
(53) COMMITTEE ON THE SHELTERLESS
PO BOX 2744
PETALUMA,CA949532744
68-0176855 501(C)(3) 109,540       FOR GENERAL OPERATING SUPPORT
(54) LUTHERAN SOCIAL SERVICES OF NORTHERN CALIFORNIA
1465 CIVIC COURT BUILDING D SUITE
810
CONCORD,CA94520
94-1659687 501(C)(3) 30,000       TO SUPPORT THE UNMET NEEDS OF OUR MOST VULNERABLE COMMUNITY MEMBERS POST-FIRES
(55) WARREN COUNTY HISTORICAL SOCIETY
102 WEST WALTON ST
WARRENTON,MO63383
23-7331657 501(C)(3) 29,545       FOR DIGITAL AND AUDIOVISUAL MUSEUM SUPPORT
(56) POSITIVE IMAGES
200 MONTGOMERY DRIVE SUITE C
SANTA ROSA,CA95404
94-3137845 501(C)(3) 42,004       FOR GENERAL OPERATING SUPPORT
(57) NAPA VALLEY COMMUNITY FOUNDATION
3299 CLAREMONT WAY SUITE 2
NAPA,CA94558
68-0349777 501(C)(3) 41,458       FOR NAPA VALLEY DISASTER RELIEF FUND
(58) ANALY ALUMNI ASSOCIATION
8140 FRANKEL LANE
SEBASTOPOL,CA95472
37-1642167 501(C)(3) 36,167       TO SUPPORT ATHLETIC ENHANCEMENTS AT ANALY HIGH SCHOOL
(59) DOVETAIL LEARNING
825 GRAVENTEIN HWY N SUITE 2
SEBASTOPOL,CA95472
68-0673821 501(C)(3) 25,000       TO SUPPORT THE EXPANSION OF TOOLBOX PROJECT IN SONOMA COUNTY
(60) ROTARY DISTRICT 5130 FIRE RELIEF FUND
PO BOX 2921
CLEARLAKE,CA95422
46-1149482 501(C)(3) 25,000       FOR SONOMA COUNTY SMALL BUSINESS FIRE RECOVERY ASSISTANCE
(61) TLC CHILD AND FAMILY SERVICES
PO BOX 2079
SEBASTOPOL,CA954732079
68-0008634 501(C)(3) 50,000       TO PROVIDE UNRESTRICTED FUNDS
(62) KIDS FOR THE KINGDOM
PO BOX 85
GRATON,CA95444
68-0421846 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(63) REDWOOD EMPIRE FOOD BANK
3990 BRICKWAY BLVD
SANTA ROSA,CA95403
68-0121855 501(C)(3) 110,000       TO SUPPORT EMPTY BOWLS PROGRAM
(64) SONOMA COUNTY HORSE COUNCIL
PO BOX 7157
SANTA ROSA,CA95407
68-0400194 501(C)(3) 25,000       TO SUPPORT FIRE RECOVERY EFFORTS
(65) COURT APPOINTED SPECIAL ADVOCATES OF SONOMA COUNTY INC
PO BOX 1418
KENWOOD,CA95452
68-0404770 501(C)(3) 30,000       FOR GENERAL OPERATING SUPPORT
(66) ICVAW DBA EVERYWOMAN EVERYWHERE
3135 KENNEDY BLVD SUITE 191
NORTH BERGEN,NJ07047
47-3272024 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT AND IN HONOR OF CHARLES CLEMENTS MD
(67) RUSSIAN RIVERKEEPER
PO BOX 1335
HEALDSBURG,CA95448
68-0321117 501(C)(3) 35,000       FOR RECLAMATION PROJECT AND IN MEMORY OF MERRITT SHER
(68) SCHOOL FOR ADVANCED RESEARCH
PO BOX 2188
SANTA FE,NM87504
85-0125045 501(C)(3) 25,000       IN SUPPORT OF THE VOICES OF THE RAINFOREST PROJECT
(69) DAILY HOPE MINISTRIES
PO BOX 80448
RANCHO SANTA MARGARITA,CA92688
26-3854748 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(70) FOCUSING PHILANTHROPY
1637 16TH STREET
SANTA MONICA,CA90404
45-2405071 501(C)(3) 25,000       TOWARD SEVA FOUNDATION WORLD SIGHT DAY MATCHING DONATION
(71) NPR FOUNDATION
1111 NORTH CAPITOL STREET NE
WASHINGTON,DC20002
52-1795789 501(C)(3) 25,000       FOR 2019 GENERAL OPERATING EXPENSES
(72) LOMI SCHOOL FOUNDATION
534 B STREET
SANTA ROSA,CA95401
94-2495238 501(C)(3) 25,000       TO PROVIDE INDIVIDUAL AND FAMILY PSYCHOTHERAPY TO ADULTS AND CHILDREN IMPACTED BY THE WILDFIRE OF 2018
(73) CHILDREN'S MUSEUM OF SONOMA COUNTY
1835 WEST STEELE LANE
SANTA ROSA,CA95403
20-3496878 501(C)(3) 48,000       FOR GENERAL OPERATING SUPPORT
(74) PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HWY
MALIBU,CA90263
95-1644037 501(C)(3) 25,000       FOR PEPPERDINE STRONG FUND FOR FIRE RELIEF
(75) REBUILD NORTH BAY FOUNDATION
144 WEST NAPA ST
SONOMA,CA95476
82-3266893 501(C)(3) 25,000       FOR BERRY BROOK SUBDIVISION WALL REPAIR
(76) SWEETWATER SPECTRUM INC
369 FIFTH STREET WEST
SONOMA,CA95476
27-0184641 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(77) FAMILY JUSTICE CENTER OF SONOMA COUNTY FOUNDATION
2755 MENDOCINO AVE STE 100
SANTA ROSA,CA95403
45-3160831 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(78) SONOMA LAND TRUST
822 FIFTH STREET
SANTA ROSA,CA95404
51-0197006 501(C)(3) 42,500       FOR GENERAL OPERATING SUPPORT
(79) ROSELAND CINCO DE MAYO
PO BOX 15156
SANTA ROSA,CA95402
46-5236388 501(C)(3) 23,065       TO SUPPORT 2018 ROSELAND CINCO DE MAYO CELEBRATION
(80) MUSEUM OF SONOMA COUNTY
425 SEVENTH STREET
SANTA ROSA,CA95401
94-2506626 501(C)(3) 40,000       GENERAL OPERATING SUPPORT
(81) SONOMA VALLEY MENTORING ALLIANCE
PO BOX 721
SONOMA,CA95476
68-0429128 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(82) INSTITUTE OF ECOLOGICAL DESIGN
9890 BODEGA HWY
SEBASTOPOL,CA95472
46-3142317 501(C)(3) 20,000       TO PROVIDE SUPPORTIVE SERVICES TO THE MOSKITO PEOPLE OF NORTH EASTERN NICARAGUA TO FACILITATE A COMMUNITY DRIVEN COMPREHENSIVE FOOD SYSTEM ANALYSIS OF THE REGION; TO CONDUCT A PILOT PROJECT OF SUSTAINABLE DEVELOPMENT, ETC.
(83) THE LEATHERBACK TRUST
5736 KINLOCK PLACE
FORT WAYNE,IN46835
22-3741033 501(C)(3) 20,000       TO SUPPORT THE FIELD STATION AND THE TURTLE RESEARCH BEING DONE IN COSTA RICA
(84) HABITAT FOR HUMANITY OF SONOMA COUNTY
3273 AIRWAY DR STE E
SANTA ROSA,CA95403
68-0041170 501(C)(3) 15,500       TO ASSIST IN THE BUILDING OF A HOME IN GRATON
(85) FACE TO FACE SONOMA COUNTY AIDS NETWORK
873 SECOND STREET
SANTA ROSA,CA95404
68-0052664 501(C)(3) 20,000       TO SUPPORT FACE TO FACE'S AGING WITH HIV CASE MANAGEMENT SERVICES
(86) UC BERKELEY FOUNDATION - GIFT OPERATIONS
1995 UNIVERSITY AVE SUITE 401
BERKELEY,CA947041058
94-6090626 501(C)(3) 35,000       TO SUPPORT GRANTS TO ESTABLISH THE PURDOM FAMILY FUND AT THE UC BERKELEY FOUNDATION FOR SCHOLARSHIPS TO BE AWARDED TO STUDENTS FROM SONOMA COUNTY ATTENDING UC BERKELEY
(87) ST ANDREW PRESBYTERIAN CHURCH
16290 ARNOLD DR
SONOMA,CA95476
51-0158108 501(C)(3) 20,000       FOR CAPITAL CAMPAIGN
(88) BELLEVUE UNION SCHOOL DISTRICT
3150 EDUCATION DRIVE
SANTA ROSA,CA95407
58-2129727 GOV'T 62,240       FOR TECHNOLOGIST SALARY (3 MONTHS, $6,560/MO. X 3=$19,680.00)
(89) SANTA ROSA CHILDREN'S CHORUS
PO BOX 9389
SANTA ROSA,CA95405
68-0165953 501(C)(3) 33,700       FOR GENERAL OPERATING SUPPORT
(90) FARM BUREAU FOUNDATION OF SONOMA COUNTY
3589 WESTWIND BLVD
SANTA ROSA,CA95403
75-3187688 501(C)(3) 15,000       TO SUPPORT SCHOLARSHIP FUNDS
(91) BOYS AND GIRLS CLUBS OF SONOMA VALLEY
100 W VERANO AVENUE
SONOMA,CA95476
94-1579901 501(C)(3) 25,000       TO SPONSOR 2018 BOYS AND GIRLS CLUB GOLF TOURNAMENT.
(92) LANDPATHS
618 4TH ST 217
SANTA ROSA,CA95404
68-0328590 501(C)(3) 40,000       TO SUPPORT THE IN OUR OWN BACK YARDS PROGRAM
(93) BURBANK HOUSING MANAGEMENT CORPORATION
790 SONOMA AVENUE
SANTA ROSA,CA95404
68-0328717 501(C)(3) 15,000       TO COVER THE TEMPORARY HOUSING COSTS FOR JOURNEY'S END RESIDENTS AWAITING PERMANENT HOUSING
(94) SONOMA VALLEY MUSEUM OF ART
PO BOX 322
SONOMA,CA95476
68-0409459 501(C)(3) 15,000       TO SUPPORT THE ART REWARDS THE STUDENT PROGRAM
(95) SANTA ROSA SYMPHONY
50 SANTA ROSA AVENUE STE 410
SANTA ROSA,CA95404
94-6134075 501(C)(3) 50,000       TO SUPPORT THE SIMPLY STRINGS PROGRAM
(96) KNIGHTS OF INDULGENCE THEATRE UNITED STATES
461 SEBASTOPOL AVENUE
SANTA ROSA,CA95401
03-0461324 501(C)(3) 25,000       TO SUPPORT IMAGINISTS' ION PROJECT
(97) COMMUNITY SUPPORT NETWORK
1410 GUERNEVILLE RD SUITE 14
SANTA ROSA,CA95403
94-2159583 501(C)(3) 15,000       FOR GENERAL OPERATING SUPPORT
(98) TIDES FOUNDATION
THE PRESIDIO- PO BOX 29903
SAN FRANCISCO,CA94129
51-0198509 501(C)(3) 15,000       TO SUPPORT THE MOVEMENT VOTER FUND
(99) COMMUNITY HOUSING SONOMA COUNTY
131-A STONY CIRCLE SUITE 500
SANTA ROSA,CA95401
68-0336461 501(C)(3) 15,000       IN SUPPORT OF THE TINY HOMES PROJECT
(100) CHRIS 180 INC
1017 FAYETTEVILLE ROAD SUITE B
ATLANTA,GA30316
58-1430183 501(C)(3) 15,000       FOR GENERAL OPERATING SUPPORT AND IN HONOR OF KATHY COLBENSON
(101) ST JAMES BY-THE-SEA EPISCOPAL CHURCH
743 PROSPECT STREET
LA JOLLA,CA92037
95-1792756 501(C)(3) 14,000       FOR GENERAL OPERATING SUPPORT
(102) SUTTER MEDICAL CENTER OF SANTA ROSA
30 MARK WEST SPRINGS ROAD
SANTA ROSA,CA95403
94-6187756 501(C)(3) 13,807       TO PURCHASE TECHNOLOGY THAT WILL BE USED TO TEACH MEDICAL STUDENTS HOW TO DO ULTRASOUND
(103) LATINO SERVICE PROVIDERS
930 SHILOH RD BLDG 40 SUITE A
WINDSOR,CA95492
46-4107589 501(C)(3) 13,000       TO SUPPORT LSP TESTIMONIOS PROJECT AND REDUCE STIGMA IN THE LATINO COMMUNITY AROUND MENTAL HEALTH
(104) NORTH BAY CHILDRENS CENTER INC
932 C STREET
NOVATO,CA94949
94-3024246 501(C)(3) 13,000       TO SUPPORT THE PRESCHOOL ACCELERATED ENGLISH PROGRAM AT NBCC'S FITCH MOUNTAIN CAMPUS WITH TEACHER TRAINING AND IMPLEMENTATION
(105) REACH FOR HOME
443 HUDSON STREET
HEALDSBURG,CA95448
47-2692320 501(C)(3) 23,000       TO SUPPORT OUR PERMANENT SUPPORTIVE HOUSING PROGRAM
(106) VITAL IMMIGRANT DEFENSE ADVOCACY AND SERVICE
576 B STREET SUITE 1C
SANTA ROSA,CA95401
90-1019558 501(C)(3) 13,000       TO PROVIDE LOW/NO COST IMMIGRATION LEGAL SERVICES TO THOSE IN NEED
(107) BOYS AND GIRLS CLUBS OF GREATER SANTA ROSA INC
PO BOX 2392
SANTA ROSA,CA95405
94-1498233 501(C)(3) 20,372       IN SUPPORT OF CAFETERIA REMODEL
(108) GEYSERVILLE UNIFIED SCHOOL DISTRICT
1300 MOODY LANE
GEYSERVILLE,CA95441
37-1737941 GOV'T 12,000       TO SUPPORT THE CONSTRUCTION AND INDUSTRIAL ARTS PROGRAM AT GEYSERVILLE NEW TECH ACADEMY
(109) PFLAG NAPA
PO BOX 2661
NAPA,CA94558
95-3750694 501(C)(3) 11,400       FOR GENERAL OPERATING SUPPORT
(110) SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUE
MONTGOMERY,AL36104
63-0598743 501(C)(3) 20,000       TO SUPPORT ORGANIZATIONAL EFFORTS TO STOP HATE GROUPS IN THE US
(111) HAND FAN MUSEUM
309 HEALDSBURG AVE
HEALDSBURG,CA95448
51-0429747 501(C)(3) 50,000       FOR GENERAL OPERATING SUPPORT
(112) UNIVERSITY OF MAINE AT AUGUSTA
46 UNIVERSITY DRIVE
AUGUSTA,ME04330
26-2278252 501(C)(3) 10,000       TO SUPPORT STUDENT TRAVEL, ARCHITECTURE PROGRAM
(113) SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE INC
23532 CALABASAS ROAD SUITE A
CALABASAS,CA91302
95-4116679 501(C)(3) 10,000       TO SUPPORT THE FUND-A-NEED FOR THE SUSTAINABLE OCEAN ALLIANCE
(114) BISHOP JOHN T WALKER SCHOOL FOR BOYS
1801 MISSISSIPPI AVENUE SE
WASHINGTON,DC20020
53-0196608 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(115) PRESENTATION SCHOOL
20872 BROADWAY
SONOMA,CA95476
91-1829138 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(116) HEALDSBURG ELEMENTARY SCHOOL PARENTS CLUB
400 FIRST STREET
HEALDSBURG,CA95448
68-0289254 501(C)(3) 10,000       TO SUPPORT NOCHE DE FIESTA GENERAL OPERATING SUPPORT
(117) ST EUGENE'S CATHEDRAL SCHOOL
300 FARMERS LANE
SANTA ROSA,CA95405
94-1565933 501(C)(3) 10,000       FOR FINANCIAL ASSISTANCE FOR STUDENT FAMILIES
(118) EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
PO BOX 3886
NEW YORK,NY10017
26-1598353 501(C)(3) 20,000       TO SUPPORT THE MISSION GOALS OF THE EVERYTOWN FOR GUN SAFETY SUPPORT FUND 501C3 ORGANIZATION
(119) AUTISM TREE PROJECT INC
2845 NIMITZ BLVD SUITE C
SAN DIEGO,CA92106
71-0942573 501(C)(3) 10,000       TO SUPPORT THE GENERAL FUNDS
(120) BELOS CAVALOS INC
88 KING STREET 1205
SAN FRANCISCO,CA94107
47-3009464 501(C)(3) 15,000       IN SUPPORT OF THE EQUINE ASSISTED PROGRAMS
(121) CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGTON AKA CREW
455 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20001
03-0445391 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(122) ARCHIE BRAY FOUNDATION
2915 COUNTRY CLUB AVE
HELENA,MT59602
81-0284022 501(C)(3) 10,000       IN SUPPORT OF BUILDING AND MATERIALS FOR SODA FIRE KILN
(123) ST MARK LUTHERAN CHURCH
4325 MAYETTE AVENUE
SANTA ROSA,CA95405
94-1731992 501(C)(3) 10,000       TO SUPPORT THE NICARAGUA MISSION (2018)
(124) ILLINOIS INSTITUTE OF TECHNOLOGY
7565 SOLUTION CENTER
CHICAGO,IL606777005
36-2170136 501(C)(3) 10,000       FOR LUCAS DANIEL LECTURE ENDOWMENT. PLEASE NOTIFY JOHN LANKFORD ABOUT THIS GIFT SO IT CAN BE PROPERLY DIRECTED.
(125) ROSELAND SCHOOL DISTRICT
1691 BURBANK AVENUE
SANTA ROSA,CA95407
36-4766964 501(C)(3) 21,707       ROSELAND COLLEGIATE PREP
(126) FOUNDATION FOR NATIONAL PROGRESS DBA MOTHER JONES
222 SUTTER STREET STE 600
SAN FRANCISCO,CA94108
94-2282759 501(C)(3) 10,000       THIS GRANT MAY BE USED AS A CHALLENGE GRANT TO HELP MEET THE FUNDRAISING OBJECTIVES FOR THE DISINFORMATION CAMPAIGN. GOOD LUCK!
(127) MIDDLE EAST CHILDREN'S ALLIANCE
1101 8TH STREET
BERKELEY,CA94710
94-3074600 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT OR THE AREA MOST IN NEED
(128) SONOMA STATE UNIVERSITY
1801 E COTATI AVENUE STEVENSON HALL
ROOM 1054
ROHNERT PARK,CA94928
68-0338225 501(C)(3) 10,000       TO SUPPORT A PROFESSOR FELLOWSHIP IN THE DEPARTMENT OF ECONOMICS
(129) LUTHER BURBANK MEMORIAL FOUNDATION
50 MARK WEST SPRINGS ROAD
SANTA ROSA,CA95403
94-2581084 501(C)(3) 27,500       FOR THE MARIACHI PROGRAM FOR GENERAL OPERATING SUPPORT
(130) AMERICAN OVERSIGHT INC
1030 15TH ST NW SUITE B255
WASHINGTON,DC20005
81-5294830 501(C)(3) 15,000       FOR OPERATING SUPPORT
(131) CORAZON HEALDSBURG
PO BOX 1004
HEALDSBURG,CA95448
27-3044487 501(C)(3) 41,500       FOR GENERAL OPERATING SUPPORT
(132) CAREER TECHNICAL EDUCATION FOUNDATION SONOMA COUNTY
1030 APOLLO WAY SUITE 200
SANTA ROSA,CA95407
46-5607272 501(C)(3) 21,500       IN SUPPORT OF THE CONSTRUCTION SUSTAINABILITY PROGRAM AT HEALDSBURG HIGH
(133) WIKIMEDIA FOUNDATION INC
1 MONTGOMERY ST SUITE 1600
SAN FRANCISCO,CA94104
20-0049703 501(C)(3) 10,000       TO SUPPORT OPERATIONS
(134) CHOP'S TEEN CLUB AKA DEMEO TEEN CLUB INC
509 ADAMS STREET
SANTA ROSA,CA95401
91-1859251 501(C)(3) 20,500       FOR ANNUAL FUNDRAISER: GENERAL OPERATING SUPPORT
(135) KQED INC
2601 MARIPOSA STREET
SAN FRANCISCO,CA94110
94-1241309 501(C)(3) 10,000       FOR OUR ANNUAL GIFT FOR GENERAL OPERATING EXPENSES
(136) B-RAD FOUNDATION
295 MURPHY AVE
SEBASTOPOL,CA95472
47-3536926 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT TO AID B-RAD FOUNDATION IN EDUCATING YOUTH AND THEIR FAMILIES ABOUT STEWARDSHIP OF OUR LAND AND OUR SEAS, AND IN MEMORY OF BRAD PARKER
(137) AMBULATORY SURGERY ACCESS COALITION DBA OPERATION ACCESS
1119 MARKET STREET SUITE 400
SAN FRANCISCO,CA94103
94-3180356 501(C)(3) 10,000       TO PROVIDE SURGERIES AND SPECIALTY PROCEDURES FOR UNDOCUMENTED PEOPLE IN SONOMA COUNTY
(138) BUCKELEW PROGRAMS
1401 LOS GAMOS DRIVE SUITE 240
SAN RAFAEL,CA94903
23-7088977 501(C)(3) 10,000       TO EXPAND THE EMERGENCY RENTAL ASSISTANCE FUND FOR RENTS AND RENTAL DEPOSITS
(139) CALIFORNIA PARENTING INSTITUTE
3650 STANDISH AVENUE
SANTA ROSA,CA95407
94-2541640 501(C)(3) 22,500       TO PROVIDE EMERGENCY FUNDING FOR MEDICAL CO-PAYS, HOUSING AND RELATED EXPENSES FOR FAMILIES WITH CHILDREN
(140) CERES COMMUNITY PROJECT
7351 BODEGA AVENUE
SEBASTOPOL,CA95472
26-2250997 501(C)(3) 15,000       TO PROVIDE MEDICALLY TAILORED MEALS TO VERY LOW INCOME PATIENTS WITH SERIOUS ILLNESS
(141) COUNCIL ON AGING SERVICES FOR SENIORS
30 KAWANA SPRINGS RD
SANTA ROSA,CA95404
94-6138714 501(C)(3) 10,000       TO PROVIDE HOME DELIVERED MEALS TO FRAIL ISOLATED SENIORS
(142) COVIA COMMUNITIES
2185 N CALIFORNIA BLVD 215
WALNUT CREEK,CA94596
94-6130471 501(C)(3) 10,000       TO PROVIDE EMERGENCY FUNDING FOR LOW-INCOME SENIORS
(143) FISH OF THE SANTA ROSA AREA INC
PO BOX 4291
SANTA ROSA,CA95402
51-0159551 501(C)(3) 15,000       TO SUPPORT FISH'S FOOD PANTRY
(144) FOOD FOR THOUGHT
PO BOX 1608
FORESTVILLE,CA95436
68-0181095 501(C)(3) 10,000       TO PROVIDE NUTRITIOUS FOOD TO 50 LOW-INCOME SONOMA COUNTY RESIDENTS AFFECTED BY CONGESTIVE HEART FAILURE
(145) FRIENDS IN SONOMA HELPING
PO BOX 507
SONOMA,CA95476
23-7441289 501(C)(3) 10,000       TO PARTIALLY SUPPORT RENTAL ASSISTANCE TO NEEDY SONOMA VALLEY RESIDENTS
(146) HEALDSBURG SHARED MINISTRIES
PO BOX 1646
HEALDSBURG,CA95448
94-2838706 501(C)(3) 10,000       TO PROVIDE FREE FOOD TO NEEDY FAMILIES IN THE HEALDSBURG/GEYSERVILLE AREA
(147) INTERFAITH SHELTER NETWORK
3850 MONTGOMERY DR
SANTA ROSA,CA95405
68-0222942 501(C)(3) 10,000       TO PROVIDE INTERIM HOUSING AND PERMANENT HOUSING PLACEMENT FOR SONOMA COUNTY HOMELESS POPULATION
(148) JEWISH COMMUNITY FREE CLINIC OF SONOMA COUNTY
50 MONTGOMERY DR
SANTA ROSA,CA95404
94-3386103 501(C)(3) 15,000       TO SUPPORT THE JCFC'S FREE MEDICATIONS, VACCINES, AND LABS DIRECT AID PROGRAM
(149) PETALUMA ECUMENICAL PROPERTIES
951 PETALUMA BLVD SOUTH
PETALUMA,CA94952
94-2565270 501(C)(3) 10,000       TO PROVIDE EMERGENCY FUNDING TO RESIDENTS IN NEED OF FOOD, SHELTER, OR MEDICAL FINANCIAL AID
(150) PETALUMA PEOPLE SERVICES CENTER
1500 PETALUMA BLVD SOUTH
PETALUMA,CA94952
94-2271299 501(C)(3) 10,000       TO SUPPORT THE MEALS ON WHEELS PROGRAM FOR AT-RISK SENIORS
(151) RIVER TO COAST CHILDREN'S SERVICES
PO BOX 16
GUERNEVILLE,CA954460016
94-2378459 501(C)(3) 10,000       TO PROVIDE EMERGENCY FOOD, DIAPERS, AND HYGIENE ITEMS TO WEST COUNTY FAMILIES
(152) SONOMA OVERNIGHT SUPPORT
PO BOX 748
SONOMA,CA95476
03-0483033 501(C)(3) 10,000       TO PROVIDE FOOD AND SERVICES TO THE HOMELESS IN SONOMA AND SONOMA VALLEY
(153) SONOMA STATE UNIVERSITY SEAWOLF SCHOLARS PROGRAM
1801 EAST COTATI AVE
ROHNERT PARK,CA94928
68-0338225 501(C)(3) 10,000       TO PROVIDE ESSENTIAL SERVICES TO CURRENT AND FORMER FOSTER YOUTH ENROLLED AT SONOMA STATE UNIVERSITY
(154) SONOMA VALLEY COMMUNITY HEALTH CENTER
19270 SONOMA HWY
SONOMA,CA95476
68-0286382 501(C)(3) 10,000       TO PROVIDE MEDICAL TRANSPORTATION TO UNDERSERVED RESIDENTS OF SONOMA VALLEY
(155) SIDE BY SIDE FORMERLY SUNNY HILLS SERVICES
300 SUNNY HILLS DRIVE BLDG 5
SAN ANSELMO,CA94960
94-1156301 501(C)(3) 25,000       TO PROVIDE EMERGENCY FUNDING FOR OUR SONOMA CLIENTS RECEIVING MENTAL HEALTH SERVICES
(156) VOLUNTEER CENTER OF SONOMA COUNTY INC
153 STONY CIRCLE SUITE 100
SANTA ROSA,CA95401
94-1751375 501(C)(3) 10,000       TO SUPPORT THE 211 PROGRAM
(157) VERITY-COMPASSION SAFETY SUPPORT A CALIFORNIA CORPORATION
835 PINER RD SUITE D
SANTA ROSA,CA95403
94-2437947 501(C)(3) 10,000       TO ENABLE VICTIMS OF SEXUAL ASSAULT TO ACCESS EMERGENCY SHELTER, FOOD AND TRANSPORTATION
(158) WEST COUNTY COMMUNITY SERVICES
PO BOX 325
GUERNEVILLE,CA95446
94-2277740 501(C)(3) 15,000       TO PROVIDE BETTER AND MORE MEALS TO LOW-INCOME AND HOMELESS SENIORS
(159) SONOMA COUNTY REGIONAL PARKS FOUNDATION
2300 COUNTY CENTER DRIVE 120A
SANTA ROSA,CA95403
68-0421813 501(C)(3) 25,500       TO SUPPORT "SCIENCE, SCIENCE, EVERYWHERE" CUSTOM BUNDLES OF THREE ENVIRONMENTAL EDUCATION EXPERIENCES FOR 10 SCHOOLS
(160) PETALUMA HEALTH CENTER
1179 N MCDOWELL BLVD
PETALUMA,CA94954
68-0437840 501(C)(3) 10,000       TO SUPPORT TRAUMA-INFORMED BEHAVIORAL HEALTH CARE FOR LOW-INCOME, UNDERSERVED INDIVIDUALS IN SONOMA COUNTY
(161) LOS CIEN SONOMA COUNTY INC
POBOX 105
GUERNEVILLE,CA95446
47-4474273 501(C)(3) 15,000       FOR GENERAL OPERATING SUPPORT
(162) NORTH BAY ORGANIZING PROJECT
PO BOX 503
GRATON,CA95444
45-2369887 501(C)(3) 17,500       TO SUPPORT THE LATINX STUDENT CONGRESS
(163) LEONARDO DICAPRIO FOUNDATION
PO BOX 921
CULVER CITY,CA90232
81-2932097 501(C)(3) 10,000       IN SUPORT OF THEIR 20TH ANNIVERSARY CELEBRATION, TO FUND THEIR CRITICAL ENVIRONMENTAL WORK
(164) SONOMA COUNTY HUMAN SERVICES DEPARTMENT
PO BOX 1539
SANTA ROSA,CA95402
94-6000539 509(A)(1) 10,000       FOR CARE ACCESS FOR LGBTQI OLDER ADULTS PROJECT
(165) OUR FAMILY COALITION
1385 MISSION STREET
SAN FRANCISCO,CA94103
94-3261786 501(C)(3) 10,000       FOR NORTH BAY LGBTQI FAMILY FORMATION SYMPOSIUM AND PARENT LEADERSHIP PROGRAM
(166) UPVALLEY FAMILY CENTERS OF NAPA COUNTY
1500 CEDAR ST
CALISTOGA,CA94515
80-0023012 501(C)(3) 10,000       IN SUPPORT OF THE EARLY CHILDHOOD EDUCATION PROGRAM AT THE CALISTOGA CENTER AND IN LOVING MEMORY OF CLAIR AND CLAIRE DAVIS
(167) SALVATION ARMY - SANTA ROSA
93 STONY CIRCLE
SANTA ROSA,CA95401
94-1156347 501(C)(3) 10,000       IN SUPPORT OF THE DOUBLE PUNCHES BOXING CLUB ($5,000) AND THE TUTOR AND MENTORING PROGRAM AT THE SANTA ROSA CORP. ($5,000)
(168) WILD FARM ALLIANCE
PO BOX 2570
WATSONVILLE,CA95077
20-0195670 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(169) LIFEHOUSE INC
899 NORTHGATE DRIVE SUITE 500
SAN RAFAEL,CA94903
94-6050196 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(170) NORTH VALLEY COMMUNITY FOUNDATION
240 MAIN STREET SUITE 260
CHICO,CA95928
68-0161455 501(C)(3) 41,458       FOR THE CAMP FIRE EVACUATION RELIEF FUND
(171) THE EMERIL LAGASSE FOUNDATION
829 ST CHARLES AVE
NEW ORLEANS,LA70130
42-1536915 501(C)(3) 10,000       FOR CARNIVAL DU VIN
(172) SAVE THE REDWOODS LEAGUE
111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO,CA94104
94-0843915 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(173) PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST INC
1380 19TH HOLE DRIVE
WINDSOR,CA95492
34-2012430 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(174) BOYS & GIRLS CLUBS OF SONOMA-MARIN
1400 NORTH DUTTON AVENUE SUITE 24
SANTA ROSA,CA95401
68-0309534 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(175) ALZHEIMER'S ASSOCIATION NORTHERN CALIFORNIA CHAPTER
2290 NORTH FIRST STREET
SAN JOSE,CA95131
13-3039601 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(176) HOSPICE BY THE BAY FOUNDATION
17 E SIR FRANCIS DRAKE BLVD
LARKSPUR,CA94939
94-2890791 501(C)(3) 15,000       FOR GENERAL OPERATING SUPPORT
(177) TRACE MEDIA INC
PO BOX 24532
BROOKLYN,NY11202
47-4175513 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(178) INQUIRING SYSTEMS INC
101 BROOKWOOD AVE STE 204
SANTA ROSA,CA95404
94-2524840 501(C)(3) 9,500       FOR DISTRIBUTION OF FUNDS FOR NURSE-FAMILY PARTNERSHIP PROGRAM
(179) SONOMA COUNTY SHERIFF'S DEPARTMENT
2796 VENTURA AVE
SANTA ROSA,CA95403
94-6000539 GOV'T 8,700       TO SUPPORT THE PURCHASE OF MEDALS FOR STAFF IN RECOGNITION OF THEIR PERFORMANCE DURING THE FIRST HOURS OF THE OCTOBER 2017 FIRES
(180) ST HUBERT'S EPISCOPAL CHURCH
8870 BALDWIN ROAD
KIRTLAND HILLS,OH44060
31-1629166 501(C)(3) 8,200       FOR LIGHTING PROTECTION PACKAGE NEAR THE EVANS ROOM
(181) OCCIDENTAL ARTS AND ECOLOGY CENTER
15290 COLEMAN VALLEY ROAD
OCCIDENTAL,CA95465
68-0359676 501(C)(3) 13,000       WILDLANDS PROGRAM
(182) SEBASTOPOL CENTER FOR THE ARTS
282 S HIGH ST
SEBASTOPOL,CA95472
68-0168638 501(C)(3) 8,000       TO SUPPORT CHILDREN'S PROGRAMS SCA INCLUDING WAGES FOR HIGH SCHOOL STUDENT(S) TO WORK AS ASSISTANTS IN YOUTH PROGRAMS
(183) SONOMA WEST MEDICAL FOUNDATION
245 NORTH MAIN STREET
SEBASTOPOL,CA95472
94-3314210 501(C)(3) 8,000       FOR GENERAL OPERATING SUPPORT
(184) UNIVERSITY OF THE PACIFIC
3601 PACIFIC AVE
STOCKTON,CA95211
94-1156266 501(C)(3) 8,000       TO SUPPORT THE CONSERVATORY FOR PACIFIC HEAVY ENSEMBLE
(185) UNITED WAY OF NORTHERN CALIFORNIA
2280 BENTON DRIVE BUILDING B
REDDING,CA96003
94-1251675 501(C)(3) 13,000       FOR CAMP FIRE ASSISTANCE
(186) ARTSTART
716 BENNETT VALLEY ROAD
SANTA ROSA,CA95404
68-0468124 501(C)(3) 7,628       FOR TWO ART CLASSROOMS - ONE FOR MOSAICS AND ONE FOR PAINTING
(187) CSU SACRAMENTO-SCHOLARSHIPS
6000 J STREET LESSON HALL 1001
SACRAMENTO,CA95819
94-3001359 501(C)(3) 7,618       TO SUPPORT THE 'YES WE CAN' SCHOLARSHIP PROGRAM
(188) SUKHASIDDHI FOUNDATION
PO BOX 151327
SAN RAFAEL,CA94915
68-0395959 501(C)(3) 7,500       FOR GENERAL OPERATING SUPPORT
(189) SCRIPPS COLLEGE
1030 COLUMBIA AVE 2009
CLAREMONT,CA91711
95-1664123 501(C)(3) 7,500       FOR THE ANNUAL CAMPAIGN ($5000); FOR THE CLASS OF 1970 SCHOLARSHIP FUND ($2500)
(190) EXTENDED CHILD CARE COALITION OF SONOMA COUNTY INC
1745 COPPERHILL PARKWAY
SANTA ROSA,CA95403
94-2526630 501(C)(3) 7,500       TO SUPPORT THE COMMUNITY SOIL FOUNDATION'S GARDEN-BASED ENVIRONMENTAL EDUCATION OF THE LARKFIELD COMMUNITY GARDEN AND LEARNING CENTER
(191) POINT REYES NATIONAL SEASHORE ASSOCIATION
1 BEAR VALLEY ROAD BLDG 70
POINT REYES STATION,CA94956
94-2228894 501(C)(3) 7,500       TO SUPPORT A MULTI-DAY ENVIRONMENTAL EDUCATION PROGRAM IN PARTNERSHIP WITH LANDPATHS
(192) TRUST FOR CONSERVATION INNOVATION
405 14TH STREET SUITE 164
OAKLAND,CA94612
91-2166435 501(C)(3) 7,500       IN SUPPORT OF KITCHEN TABLE ADVISOR'S WORK IN SONOMA COUNTY
(193) EMPIRE COLLEGE FOUNDATION
3035 CLEVELAND AVENUE
SANTA ROSA,CA95403
68-0334006 501(C)(3) 7,500       TO SUPPORT SCHOLARSHIPS FOR DESERVING AND UNDERPRIVELEGED STUDENTS
(194) HEALDSBURG JAZZ FESTIVAL INC
PO BOX 266
HEALDSBURG,CA95448
71-0910474 501(C)(3) 7,000       FOR GENERAL OPERATING SUPPORT
(195) BEREA COLLEGE
CPO 2216
BEREA,KY40404
61-0444650 501(C)(3) 7,000       TO BE USED TOWARD THE PURCHASE OF A NEW ELECTRIC OVAL KILN
(196) CHILDREN'S HUMANITARIAN INTERNATIONAL
PO BOX 1735
SEBASTOPOL,CA95473
27-3280250 501(C)(3) 6,750       TO SUPPORT SCHOOL BUS ($3,300.00) TO SPONSOR ONE KENYAN CHILD - GIFT OF EDUCATION ($750.00) TO SUPPORT PARTIAL SCHOLARSHIPS FOR SUMMER ($2,700.00) AND IN MEMORY OF JULIA ROSE COUGHLAN
(197) HEALDSBURG CENTER FOR THE ARTS
130 PLAZA STREET
HEALDSBURG,CA95448
72-1571075 501(C)(3) 6,500       TO PROVIDE SCHOLARSHIPS FOR NEED-BASED CHILDREN DURING THE HCA SUMMER ART CAMP
(198) FARM TO PANTRY
PO BOX 191
HEALDSBURG,CA95448
46-5321538 501(C)(3) 6,500       TO EXPAND THE DELIVERY WITH DIGNITY PROGRAM: "FARMACY CART AND TO PROVIDE IMPORTANT OPERATIONAL SUPPORT
(199) JEWISH FAMILY & CHILDREN'S SERVICES
PO BOX 159004
SAN FRANCISCO,CA94115
94-1156528 501(C)(3) 10,500       FOR GENERAL OPERATING SUPPORT
(200) GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES
PO BOX 1100
SEBASTOPOL,CA95473
20-2559651 501(C)(3) 10,133       FOR GENERAL OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
200
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
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: FOR COMPETITIVE GRANTS, WE REQUIRE GRANTEES TO SIGN A CONTRACT THAT DESCRIBES THE USE OF THE FUNDS. THE CONTRACT ALSO REQUIRES GRANTEES TO SUBMIT BOTH A NARRATIVE AND FINANCIAL REPORT AT THE END OF THE GRANT PERIOD DOCUMENTING THE ORGANIZATION'S ACTIVITIES RELATED TO THE GRANT AND THE SPECIFIC USE OF GRANT FUNDS.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" 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 SONOMA COUNTY
 
Employer identification number

68-0003212
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed 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
1ELIZABETH BROWN
PRESIDENT & CEO
(i)

(ii)
207,736
-------------
0
30,000
-------------
0
0
-------------
0
12,464
-------------
0
7,466
-------------
0
257,666
-------------
0
0
-------------
0
2W JOHN MULLINEAUX
VP OF DEVELOPMENT
(i)

(ii)
125,399
-------------
0
6,500
-------------
0
0
-------------
0
7,524
-------------
0
19,012
-------------
0
158,435
-------------
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


Software ID:  
Software Version:  
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 SONOMA COUNTY
 
Employer identification number

68-0003212
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 28 2,330,329 FAIR MARKET VALUE
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
0
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
PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REFLECTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED.
Schedule M (Form 990) (2018)

Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or 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 SONOMA COUNTY
 
Employer identification number

68-0003212
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE VP OF FINANCE AND OPERATIONS. THE VP DISTRIBUTED THE FORM 990 TO THE AUDIT COMMITTEE, WHO DISCUSSED THE FORM AT AN IN-PERSON MEETING. A HARD COPY OF THE COMPLETE FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD ELECTRONICALLY BEFORE FILING. BOARD MEMBERS WERE ENCOURAGED TO FORWARD QUESTIONS AND COMMENTS TO THE VP.
FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF FILL OUT CONFLICT OF INTEREST FORMS ANNUALLY. THE VP OF FINANCE AND OPERATIONS REVIEWS THE FORMS FOR POTENTIAL CONFLICTS, AND BOARD MEMBERS OR STAFF DO NOT PARTICIPATE IN DECISIONS REGARDING MATTERS FOR WHICH THEY HAVE CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15A THE COMMUNITY FOUNDATION HIRED AN OUTSIDE CONSULTANT TO DETERMINE APPROPRIATE COMPENSATION FOR THE PRESIDENT & CEO BASED ON COMPARABLE SALARY DATA. THE BOARD APPOINTED A HIRING COMMITTEE TO SELECT THE COMPENSATION LEVEL, AND THE EXECUTIVE COMMITTEE APPROVED ANY SUBSEQUENT CHANGES TO THE COMPENSATION LEVEL. THE PRESIDENT & CEO SET COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES, BASED ON SALARY SURVEY DATA.
FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D).
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -400,667.
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


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

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" 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 SONOMA COUNTY
 
Employer identification number

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











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)DEMEO TEEN CLUB INC
509 ADAMS STREET

SANTA ROSA,CA95401
91-1859251
PROVIDE A TEEN CLUB FOR SANTA ROSA RESIDENTS CA 501(C)(3) LINE 12B, II COMMUNITY FOUNDATION SONOMA COUNTY
 
Yes
 
(2)SONOMA PARADISO FOUNDATION
120 STONY POINT ROAD SUITE 220

SANTA ROSA,CA95401
42-1728309
RAISE MONEY TO BENEFIT CHILDREN'S ORGANIZATIONS IN SONOMA COUNTY CA 501(C)(3) LINE 12B, II COMMUNITY FOUNDATION SONOMA COUNTY
 
Yes
 
(3)OLIVER RANCH FOUNDATION
120 STONY POINT ROAD SUITE 220

SANTA ROSA,CA95401
80-0513305
PROMOTE APPRECIATION FOR SITE-SPECIFIC SCULPTURE CA 501(C)(3) LINE 12B, II COMMUNITY FOUNDATION SONOMA COUNTY
 
Yes
 








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
(1) CHARITABLE LEAD TRUST (4)

 
 
INVESTMENTS CA COMMUNITY FOUNDATION SONOMA COUNTY
 
T       Yes  
(2) CHARITABLE REMAINDER TRUST (5)

 
 
INVESTMENTS CA COMMUNITY FOUNDATION SONOMA COUNTY
 
T       Yes  
(3) POOLED INCOME FUND

 
 
INVESTMENTS CA COMMUNITY FOUNDATION SONOMA COUNTY
 
T       Yes  








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
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
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
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
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
Yes
 
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





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


Software ID:  
Software Version: