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
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
7807 SOQUEL DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
APTOS, CA95003
D Employer identification number

94-2808039
E Telephone number

G Gross receipts $ 24,151,336
F Name and address of principal officer:
SUSAN TRUE
7807 SOQUEL DRIVE
APTOS,CA95003
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CFSCC.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.
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 2019 (Part V, line 2a) ...... 5 26
6 Total number of volunteers (estimate if necessary) ............. 6 50
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -2,293
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b -2,293
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,883,395 19,201,613
9 Program service revenue (Part VIII, line 2g) ......... 75,173 280,407
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,131,485 4,652,853
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -119,804 16,463
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 22,970,249 24,151,336
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,266,331 12,053,916
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) 2,039,238 1,999,500
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet743,501    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,008,489 1,334,928
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 15,314,058 15,388,344
19 Revenue less expenses. Subtract line 18 from line 12....... 7,656,191 8,762,992
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 126,718,872 147,953,324
21 Total liabilities (Part X, line 26)............. 5,817,538 20,204,882
22 Net assets or fund balances. Subtract line 21 from line 20..... 120,901,334 127,748,442
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
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 BRING TOGETHER PEOPLE, IDEAS, AND RESOURCES TO INSPIRE PHILANTHROPY AND ACCOMPLISH GREAT THINGS.
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 $ 13,414,852 including grants of $ 12,053,916 ) (Revenue $ 280,407 )
DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH; AND HUMAN SERVICES.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet13,414,852
Form 990 (2019)
Form 990 (2019)
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
Yes
 
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 V......
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
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
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
Yes
 
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
18
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 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
26
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
9
Sponsoring organizations maintaining donor advised funds.
a
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 (2019)
Form 990 (2019)
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
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletSUSAN FARRAR7807 SOQUEL DRIVE   APTOS,CA95003 (831) 662-2020
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARILYN CALCIANO......................................................................
PRESIDENT
1.00
.................
0.00
X   X       0 0 0
(2) FRENY COOPER......................................................................
VICE PRESIDENT
1.00
.................
0.00
X   X       0 0 0
(3) JULIE HAFF......................................................................
SECRETARY
1.00
.................
0.00
X   X       0 0 0
(4) DAVID DOOLIN......................................................................
TREASURER
1.00
.................
0.00
X   X       0 0 0
(5) EMILY J BUCHBINDER ESQ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(6) LILIANA S DIAZ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(7) LARRY DONATONI......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(8) JUDY FRANICH......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(9) JANET HEIEN......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(10) FRED KEELEY......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(11) CARLOS J PALACIOS......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(12) TONEE PICARD......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(13) ROGELIO PONCE JR......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(14) KIRK SCHMIDT......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(15) SANDY SKEES......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(16) TREVOR STRUDLEY CFP......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(17) JIM WEISENSTEIN......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SUSAN TRUE........................................................................
CHIEF EXECUTIVE OFFICER
40.00
.......................0.00
    X       218,500 0 23,232
(19) SUSAN FARRAR........................................................................
CHIEF OPERATING & FINANCIAL OFFICER
40.00
.......................1.00
    X       156,695 0 30,419
(20) SAM LEASK........................................................................
PHILANTHROPIC SERVICES DIRECTOR
40.00
.......................0.00
        X   133,333 0 25,488
(21) TIM CARSON........................................................................
PROGRAM DIRECTOR - RWMF
0.00
.......................40.00
        X   131,333 0 17,328
(22) DARCELLE PRUITT........................................................................
SENIOR PLANNER
0.00
.......................40.00
        X   106,503 0 22,775
















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 746,364 0 119,242
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet5
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
GRAYSTONE CONSULTING

555 CALIFORNIA STREET 1400
SAN FRANCISCO,CA94104
INVESTMENT MANAGEMENT SERVICES 335,727
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 500,541
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 18,701,072
g Noncash contributions included in lines 1a - 1f:$ 1g 7,056,232
h Total. Add lines 1a-1f.......MediumBullet 19,201,613
 Program Service RevenueAmt Business Code
2a FOUNDATION SERVICE FEES 541900 220,718 220,718    
b INTEREST INCOME - PRI 900099 59,689 59,689    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 280,407
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,977,114   -2,293 2,979,407
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   1,675,739 7a
b Less: cost or other basis and sales expenses   0 7b
c Gain or (loss)   1,675,739 7c
d Net gain or (loss).........MediumBullet 1,675,739     1,675,739
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a OTHER REVENUE 900099 16,463     16,463
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 16,463
12 Total revenue. See instructions.....MediumBullet 24,151,336 280,407 -2,293 4,671,609
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 12,053,916 12,053,916
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, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 428,845 197,269 124,365 107,211
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 1,189,738 549,596 337,584 302,558
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 64,632 29,731 18,743 16,158
9 Other employee benefits ....... 184,772 84,995 53,584 46,193
10 Payroll taxes ........... 131,513 60,496 38,139 32,878
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 31,510 14,495 9,138 7,877
c Accounting ........... 42,678 19,632 12,377 10,669
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 380,907   380,907  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 79,156 36,412 22,955 19,789
12 Advertising and promotion .... 38,441 17,683 11,148 9,610
13 Office expenses ....... 78,115 35,933 22,653 19,529
14 Information technology ...... 116,016 53,367 33,645 29,004
15 Royalties ..        
16 Occupancy ........... 78,842 36,267 22,864 19,711
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 29,701 13,663 8,613 7,425
20 Interest ........... 51,633 23,751 14,974 12,908
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 314,989 144,895 91,347 78,747
23 Insurance ... 40,461 18,612 11,734 10,115
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a GENERAL & ADMINISTRATIV 52,479 24,139 15,221 13,119
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 15,388,344 13,414,852 1,229,991 743,501
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 (2019)
Form 990 (2019)
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 ........ 2,054,108 1 1,248,566
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 319,725 3 161,381
4 Accounts receivable, net .............   4 11,181
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 75,229 9 34,138
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,671,509
b Less: accumulated depreciation 10b 2,611,764 10,269,532 10c 10,059,745
11 Investments—publicly traded securities . 110,162,130 11 132,136,171
12 Investments—other securities. See Part IV, line 11 ..... 159,389 12 171,060
13 Investments—program-related. See Part IV, line 11 .. 1,459,600 13 1,459,600
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,219,159 15 2,671,482
16 Total assets. Add lines 1 through 15 (must equal line 33)... 126,718,872 16 147,953,324
Liabilities 17 Accounts payable and accrued expenses ..... 163,976 17 245,746
18 Grants payable ... 2,880,857 18 1,441,177
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 952,553 20 915,728
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21 15,918,440
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 128,137 23 0
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 1,692,015 25 1,683,791
26 Total liabilities. Add lines 17 through 25.. 5,817,538 26 20,204,882
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 7,403,865 27 7,736,471
28 Net assets with donor restrictions ........... 113,497,469 28 120,011,971
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 120,901,334 32 127,748,442
33 Total liabilities and net assets/fund balances ........ 126,718,872 33 147,953,324
Form 990 (2019)
Form 990 (2019)
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
24,151,336
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
15,388,344
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
8,762,992
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
120,901,334
5
Net unrealized gains (losses) on investments ...............
5
11,569,004
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-13,484,888
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
127,748,442
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 (2019)
Form 990 (2019)
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 instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 11,556,876 12,999,130 15,902,905 18,883,395 19,201,613 78,543,919
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 11,556,876 12,999,130 15,902,905 18,883,395 19,201,613 78,543,919
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).. 18,402,334
6 Public support. Subtract line 5 from line 4. 60,141,585
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 11,556,876 12,999,130 15,902,905 18,883,395 19,201,613 78,543,919
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,457,159 2,592,469 2,900,947 3,337,002 2,979,407 14,266,984
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.).. 19,154 17,689 449,512 24,555 16,463 527,373
11 Total support. Add lines 7 through 10 93,338,276
12
12
402,837
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
64.430 %
15
15
70.610 %
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, 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 2019. 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 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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) 2019


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
2019
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number
94-2808039
Part I
Contributors
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

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 instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 143 321
2 Aggregate value of contributions to (during year) 14,981,895 6,674,303
3 Aggregate value of grants from (during year) 8,702,507 61,645,117
4 Aggregate value at end of year ........ 54,166,691 89,500,197
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 FASB 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 FASB 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 FASB 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) 2019

Schedule D (Form 990) 2019
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 .... 61,199,269 67,015,357 61,005,398 55,797,613 57,636,373
b Contributions ... 4,578,244 2,866,575 1,055,542 3,115,151 1,664,789
c Net investment earnings, gains, and losses 10,789,325 -5,482,350 7,730,225 4,155,663 -1,352,399
d Grants or scholarships ... 2,660,531 2,202,004 1,791,284 1,168,961 1,275,198
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 1,047,864 998,309 984,524 894,068 875,952
g End of year balance ...... 72,858,443 61,199,269 67,015,357 61,005,398 55,797,613
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet3.800 %
b
Permanent endowment SchDMd Bullet82.410 %
c
Term endowment SchDMd Bullet13.790 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ..... 2,785,000 1,083,604 3,868,604
b Buildings ....   7,343,077 1,682,336 5,660,741
c Leasehold improvements        
d Equipment ....   1,142,329 783,947 358,382
e Other .....   317,499 145,481 172,018
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 10,059,745
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
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  
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,683,791
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) 2019

Schedule D (Form 990) 2019
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 IV, LINE 2B: THE FOUNDATION RECEIVES AND DISTRIBUTES ASSETS FOR THE BENEFIT OF VARIOUS OTHER NOT-FOR-PROFIT ORGANIZATIONS UNDER CERTAIN DONOR FUND AGREEMENTS. THE FOUNDATION ACCEPTS A CONTRIBUTION FROM A DONOR AND AGREES TO TRANSFER A PORTION OF THE RETURN ON INVESTMENT OF THOSE ASSETS, SUBJECT TO THE FOUNDATION'S SPENDING POLICY, TO ANOTHER ENTITY THAT IS SPECIFIED BY THE DONOR. THE FOUNDATION HOLDS SUCH FUNDS AS DESIGNATED FUNDS.
PART X, LINE 2: THE PREPARATION OF CONSOLIDATED FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION AND SUBSIDIARIES TO REPORT INFORMATION REGARDING THEIR EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE FOUNDATION AND SUBSIDIARIES. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE FOUNDATION AND SUBSIDIARIES' EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION AND SUBSIDIARIES HAVE ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEAR OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST AND PENALTIES ASSESSED TO THE FOUNDATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS.
Schedule D (Form 990) 2019


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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
2019
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number
94-2808039
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) A PLACE TO GO
PO BOX 204
MAPLE SHADE,NJ08052
45-1717185 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(2) ACADEMY OF MOTION PICTURE ARTS AND SCIENCE
8949 WILSHIRE BLVD
BEVERLY HILLS,CA90211
95-2243698 501(C)(3) 10,000       FOR THE CAPITAL CAMPAIGN
(3) ACTION FOR COMMUNITY TRANSFORMATION
4900 PROVIDENCE RD
CHARLOTTE,NC28226
26-3282259 501(C)(3) 21,000       FOR THE OASIS AFTERSCHOOL PROGRAM
(4) ADVOCACY INC
5274 SCOTTS VALLEY DR
SCOTTS VALLEY,CA95066
94-2400572 501(C)(3) 6,000       TO PROVIDE LGBT AGING AND CULTURAL SENSITIVITY TRAINING TO LONG TERM CARE FACILITY STAFF
(5) AGRICULTURAL HISTORY PROJECT
PO BOX 1181
WATSONVILLE,CA950771181
77-0165945 501(C)(3) 23,349       FOR GENERAL OPERATING SUPPORT
(6) AGRI-CULTURE
141 MONTE VISTA AVENUE
WATSONVILLE,CA950763271
77-0212413 501(C)(3) 37,101       FOR PROGRAMS, SERVICES, AND SCHOLARSHIPS THAT SUPPORT AGRICULTURE
(7) ALISAL UNION SCHOOL DISTRICT
155 BARDIN ROAD
SALINAS,CA93905
AUSD 7,667       FOR GENERAL OPERATING SUPPORT
(8) AMERICAN CANCER SOCIETY - SILICON VALLEYCENTRAL COAST REGION
747 CAMDEN AVENUE
CAMPBELL,CA95008
13-1788491 501(C)(3) 6,824       TO SUPPORT ACS PROGRAMS AND SERVICES IN SANTA CRUZ COUNTY
(9) AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD ST 18TH FL
NEW YORK,NY100042400
13-6213516 501(C)(3) 10,250       FOR GENERAL OPERATING SUPPORT AND IMMIGRANTS RIGHTS
(10) AMERICAN HEART ASSOCIATION NORTH BAY
1710 GILBRETH RD
BURLINGAME,CA94010
13-5613797 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT
(11) AMERICAN LUNG ASSOCIATION
55 W WACKER DRIVE
CHICAGO,IL60601
13-1632524 501(C)(3) 15,000       TO SUPPORT RESEARCH
(12) AMERICAN ONLINE GIVING FOUNDATION INC
200 MAIN STREET
SAFETY HARBOR,FL34695
81-0739440 501(C)(3) 153,950       FOR GENERAL OPERATING SUPPORT, IN RECOGNITION OF VOLUNTEERS' SERVICE HOURS
(13) AMERICAN RED CROSS OF THE CENTRAL COAST
PO BOX AR
CARMEL,CA93921
53-0196605 501(C)(3) 10,853       TO SUPPORT ARC PROGRAMS AND SERVICES IN SANTA CRUZ COUNTY
(14) AMNESTY INTERNATIONAL USA
5 PENN PLAZA
NEW YORK,NY10001
52-0851555 501(C)(3) 50,800       FOR GENERAL OPERATING SUPPORT
(15) APTOS CABRILLO SWIM CLUB
1557 DAY VALLEY ROAD
APTOS,CA95003
81-3697487 501(C)(3) 20,000       TO EXPAND OPPORTUNITIES FOR SWIMMERS FROM UNDERREPRESENTED COMMUNITIES
(16) ARTS COUNCIL SANTA CRUZ COUNTY
1070 RIVER STREET
SANTA CRUZ,CA95060
94-2600140 501(C)(3) 34,000       FOR GENERAL SUPPORT, MARIPOSA ARTS, AND OPEN STUDIOS
(17) ASPIRE PUBLIC SCHOOLS
1001 22ND AVE
OAKLAND,CA94606
94-3311088 501(C)(3) 30,000       FOR THE SHINING STARS SCHOLARSHIP
(18) AUDUBON CALIFORNIA SOCIETY
220 MONTGOMERY STREET
SAN FRANCISCO,CA94104
13-1624102 501(C)(3) 18,000       FOR GENERAL OPERATING SUPPORT
(19) BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STREET
SAN JOSE,CA95126
94-1160938 501(C)(3) 10,000       TO SUPPORT SCHOLARSHIPS
(20) BIG BROTHERS BIG SISTERS OF SANTA CRUZ COUNTY
1500 41ST AVENUE
CAPITOLA,CA95010
94-2826754 501(C)(3) 13,504       FOR GENERAL OPERATING SUPPORT AND THE TRANS MATCHING PROGRAM
(21) BIKE SANTA CRUZ COUNTY EDUCATION FUND
333 SOQUEL AVE
SANTA CRUZ,CA95062
82-1434326 501(C)(3) 10,275       FOR GENERAL OPERATING SUPPORT
(22) BONNY DOON COMMUNITY SCHOOL FOUNDATION
PO BOX 8089
SANTA CRUZ,CA950618089
77-0412170 501(C)(3) 7,398       TO SUPPORT LEARNING AND ACADEMIC EXCELLENCE IN BONNY DOON
(23) BOYS & GIRLS CLUB OF SANTA MARIA VALLEY
901 N RAILROAD AVE
SANTA MARIA,CA93458
95-2468116 501(C)(3) 31,800       FOR GENERAL OPERATING SUPPORT, IN RECOGNITION OF VOLUNTEERS' SERVICE HOURS
(24) BOYS AND GIRLS CLUB OF SANTA CRUZ COUNTY
543 CENTER STREET
SANTA CRUZ,CA95060
94-6129075 501(C)(3) 17,750       FOR GENERAL OPERATING SUPPORT
(25) BOYS AND GIRLS CLUBS OF GREATER OXNARD AND PORT HUENEME
1900 WEST 5TH STREET
OXNARD,CA93030
95-1785162 501(C)(3) 18,950       FOR THE NYELAND ACRES FACILITY
(26) BRENNAN CENTER FOR JUSTICE
120 BROADWAY
NEW YORK,NY10271
13-3839293 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT
(27) CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DRIVE
APTOS,CA95003
94-6121953 501(C)(3) 106,574       FOR PROGRAMS INCLUDING WES, CAP, ENGINEERING ABROAD, ATHLETICS, AND FOSTER YOUTH
(28) CABRILLO FESTIVAL OF CONTEMPORARY MUSIC
147 SOUTH RIVER STREET
SANTA CRUZ,CA95060
94-6123298 501(C)(3) 10,500       FOR GENERAL OPERATING SUPPORT, WHEN WE ARE NINE, AND FREE FAMILY CONCERTS
(29) CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION
PO BOX 479
SALINAS,CA939020479
94-6069269 501(C)(3) 37,667       FOR THE AG LEADERSHIP FELLOWSHIP AND RECOGNITION OF VOLUNTEERS' SERVICE HOURS
(30) CALIFORNIA CERTIFIED ORGANIC FARMERS FOUNDATION
2155 DELAWARE AVENUE
SANTA CRUZ,CA95060
30-0106255 501(C)(3) 21,500       FOR THE FUTURE ORGANIC FARMER GRANT FUND AND FOR STRATEGIC PLANNING
(31) CALIFORNIA STRAWBERRY GROWERS SCHOLARSHIP FUND
PO BOX 269
WATSONVILLE,CA950770269
77-0411386 501(C)(3) 10,000       FOR CALIFORNIA STRAWBERRY COMMISSION 2019 SCHOLARSHIPS
(32) CASA DE LA CULTURA CENTER
225 SALINAS RD
WATSONVILLE,CA95076
30-0586010 501(C)(3) 11,232       FOR GENERAL OPERATING SUPPORT
(33) CATHOLIC CHARITIES DIOCESE OF MONTEREY
922 HILBY AVENUE
SEASIDE,CA93955
77-0042961 501(C)(3) 45,400       FOR GENERAL OPERATING SUPPORT
(34) CATO INSTITUTE
1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
23-7432162 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(35) CEDARS-SINAI MEDICAL CENTER
GIFT ADMINISTRATION 8700 BEVERLY
BLVD
LOS ANGELES,CA90048
95-1644600 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT AND THE REGENERATIVE INNOVATION CENTER
(36) CEIBA PUBLIC SCHOOLS FOUNDATION
260 WEST RIVERSIDE DRIVE
WATSONVILLE,CA95076
20-5155858 501(C)(3) 57,350       FOR GENERAL OPERATING SUPPORT
(37) CENTRAL COAST YMCA
500 LINCOLN AVE
SALINAS,CA93901
77-0202335 501(C)(3) 96,250       FOR GENERAL OPERATING SUPPORT, PAJARO PARK SUMMER CAMP, AND DIABETES PREVENTION
(38) CERT AUXILIARY OF SANTA CRUZ COUNTY
308 PARK DR
APTOS,CA95003
47-3056484 501(C)(3) 7,000       FOR GENERAL OPERATING SUPPORT
(39) CITY OF CAPITOLA LIBRARY FUND
420 CAPITOLA AVENUE
CAPITOLA,CA95010
CITY OF CAPITOLA 317,941       FOR GENERAL OPERATING SUPPORT
(40) CITY OF SANTA CRUZ
809 CENTER STREET ROOM 8
SANTA CRUZ,CA95060
94-6000427 CITY OF SANTA CRUZ 14,100       FOR THE COMMISSION FOR THE PREVENTION OF VIOLENCE AGAINST WOMEN NEEDS ASSESSMENT
(41) CITY OF WATSONVILLE
275 MAIN STREET
WATSONVILLE,CA95076
CITY OF WATSONVILLE 37,500       FOR 2020 CENSUS OUTREACH
(42) COASTAL KIDS HOME CARE
1172 SOUTH MAIN STREET
SALINAS,CA93901
20-2549984 501(C)(3) 40,000       FOR GENERAL OPERATING SUPPORT
(43) COASTAL WATERSHED COUNCIL
107 DAKOTA AVENUE
SANTA CRUZ,CA95060
68-0368798 501(C)(3) 51,520       FOR GENERAL OPERATING SUPPORT AND THE WATERSHED RANGER PROGRAM
(44) COLLEGE OF THE DESERT FOUNDATION
43-500 MONTEREY AVENUE
PALM DESERT,CA92260
95-3829219 501(C)(3) 7,000       FOR SCHOLARSHIP AND FINANCIAL AID FOR STUDENTS IN NEED
(45) COMMUNITY ACTION BOARD OF SANTA CRUZ COUNTY
406 MAIN STREET SUITE 207
WATSONVILLE,CA95076
94-2523780 501(C)(3) 50,750       FOR GENERAL OPERATING SUPPORT, 2020 CENSUS OUTREACH, AND SUPPORT FOR IMMIGRANT COMMUNITIES
(46) COMMUNITY ARTS & EMPOWERMENT
240 MAPLE AVENUE
WATSONVILLE,CA95076
94-2600140 501(C)(3) 23,000       FOR GENERAL OPERATING SUPPORT AND WATSONVILLE BRILLIANTE
(47) COMMUNITY BRIDGES
519 MAIN STREET
WATSONVILLE,CA95076
94-2460211 501(C)(3) 104,397       TO SUPPORT SAFE DRINKING WATER PROJECTS IN VULNERABLE COMMUNITIES
(48) COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN ROAD
MONTEREY,CA939402453
94-1615897 501(C)(3) 15,500       FOR GENERAL OPERATING SUPPORT AND MONTEREY COUNTY GIVES
(49) COMMUNITY INITIATIVES
1000 BROADWAY
OAKLAND,CA94607
94-3255070 501(C)(3) 15,000       FOR THE FUND FOR PEOPLE IN PARKS
(50) COMPASSION & CHOICES
GIFT PROCESSING CENTER
ENTA,NH037500485
84-1328829 501(C)(3) 22,550       FOR GENERAL OPERATING SUPPORT
(51) CONSERVATION RESEARCH AND EDUCATION OPPORTUNITIES
6044 1ST AVENUE NW
SEATTLE,WA98107
20-3574087 501(C)(3) 100,000       FOR GENERAL OPERATING SUPPORT
(52) CORNELL UNIVERSITY
130 EAST SENECA STREET
ITHACA,NY14850
15-0532082 501(C)(3) 45,500       FOR SUSTAINABLE POWER RESEARCH AND SOLUTIONS TO CLIMATE CHANGE
(53) COURT APPOINTED SPECIAL ADVOCATES OF SANTA CRUZ COUNTY - CASA
813 FREEDOM BLVD
WATSONVILLE,CA95076
77-0305354 501(C)(3) 138,506       FOR GENERAL OPERATING SUPPORT
(54) DIENTES COMMUNITY DENTAL CARE
1830 COMMERCIAL WAY
SANTA CRUZ,CA95065
77-0311752 501(C)(3) 50,000       FOR GENERAL OPERATING SUPPORT
(55) DIGITAL NEST
1961 MAIN STREET
WATSONVILLE,CA95076
46-5757256 501(C)(3) 58,200       FOR GENERA OPERATING SUPPORT AND NESTFLIGHT,
(56) DIVERSITY CENTER
PO BOX 8280
SANTA CRUZ,CA95061
77-0212967 501(C)(3) 41,500       FOR GENERAL OPERATING SUPPORT, THE CAPITAL CAMPAIGN, QUEER YOUTH TASK FORCE
(57) DOCTORS WITHOUT BORDERS USA
333 7TH AVE
NEW YORK,NY10001
13-3433452 501(C)(3) 6,600       FOR GENERAL OPERATING SUPPORT
(58) DOMINICAN HOSPITAL FOUNDATION
1555 SOQUEL DRIVE
SANTA CRUZ,CA95065
94-2450442 501(C)(3) 40,500       FOR THE CARDIAC OPERATING SUITE, WOMEN OF WELLNESS, AND BREAST CANCER TREATMENT
(59) EAST MEADOW ACTION COMMITTEE
217 DICKENS WAY
SANTA CRUZ,CA95064
52-2381905 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(60) EL PAJARO COMMUNITY DEVELOPMENT CORPORATION
23 EAST BEACH ST
WATSONVILLE,CA95076
94-2656048 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(61) EL SISTEMA SANTA CRUZ
235 SOUTH BRANCIFORTE AVE
SANTA CRUZ,CA95062
94-2600140 501(C)(3) 17,000       FOR GENERAL OPERATING SUPPORT
(62) EL SISTEMA USA-SALINAS INC
820 PARK ROW
SALINAS,CA93901
27-2306206 501(C)(3) 10,000       FOR THE YOSAL YOUTH ORCHESTRA
(63) ELKHORN SLOUGH FOUNDATION
PO BOX 267
MOSS LANDING,CA950390267
94-2823247 501(C)(3) 199,392       FOR GENERAL SUPPORT, AMPHIBIAN RESEARCH AND MONITORING, AND HISTORIC PRESERVATION
(64) ENCOMPASS COMMUNITY SERVICES
380 ENCINAL STREET
SANTA CRUZ,CA95060
23-7275290 501(C)(3) 1,384,770       FOR GENERAL SUPPORT, 2ND STORY, TRANSITION AGE YOUTH, AND EARLY INTERVENTION PROGRAMS
(65) ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW
WASHINGTON,DC20009
11-6107128 501(C)(3) 6,500       FOR GENERAL OPERATING SUPPORT
(66) FAMILY SERVICE AGENCY OF THE CENTRAL COAST
104 WALNUT AVENUE
SANTA CRUZ,CA95060
94-1716354 501(C)(3) 53,760       FOR GENERAL OPERATING SUPPORT AND WOMENCARE
(67) FAUNA AND FLORA INTERNATIONAL
1720 N STREET NW
WASHINGTON,DC20036
81-3967095 501(C)(3) 10,000       FOR THE CAMBODIA MARINE PROGRAM
(68) FINAL EXIT NETWORK
PO BOX 10071
TALLAHASSEE,FL32302
80-0119137 501(C)(3) 22,050       FOR GENERAL OPERATING SUPPORT
(69) FIRST 5 SANTA CRUZ COUNTY
PO BOX 1457
CAPITOLA,CA95010
COUNTY OF SANTA CRUZ 48,950       FOR GENERAL SUPPORT, SEEDS OF LEARNING, AND CENSUS OUTREACH
(70) FOOD SHARE INC
4156 SOUTHBANK RD
OXNARD,CA93036
77-0018162 501(C)(3) 12,200       FOR GENERAL OPERATING SUPPORT
(71) FOOD WHAT
1156 HIGH ST
SANTA CRUZ,CA95064
81-2590280 501(C)(3) 40,250       FOR GENERAL OPERATING SUPPORT
(72) FRIENDS OF HOPKINS MARINE STATION
120 OCEANVIEW BLVD
PACIFIC GROVE,CA93950
94-1156365 501(C)(3) 7,500       FOR GENERAL OPERATING SUPPORT
(73) FRIENDS OF LONG MARINE LAB - SEYMOUR CENTER
100 SHAFFER RD
SANTA CRUZ,CA95060
23-7394590 501(C)(3) 28,450       FOR GENERAL OPERATING SUPPORT
(74) FRIENDS OF OLYMPIA STATION
PO BOX 633
SANTA CRUZ,CA950610633
51-0187576 501(C)(3) 10,800       FOR GENERAL OPERATING SUPPORT
(75) FRIENDS OF SANTA CRUZ COUNTY PARKS
870 17TH AVE STE 2
SANTA CRUZ,CA95062
77-0209249 501(C)(3) 33,512       FOR GENERAL SUPPORT, SIMPKINS SWIM CENTER, SEACLIFF PARK, AND QUAIL HOLLOW
(76) FRIENDS OF SANTA CRUZ STATE PARKS
1543 PACIFIC AVENUE SUITE 206
SANTA CRUZ,CA95060
51-0183410 501(C)(3) 17,899       FOR GENERAL SUPPORT, CASTRO ADOBE, EVENTS AND FESTIVALS, AND DOCENT TRAINING
(77) FRIENDS OF THE RAIL & TRAIL
PO BOX 1652
CAPITOLA,CA950601625
46-1323531 501(C)(3) 7,250       FOR GENERAL OPERATING SUPPORT
(78) FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARIES
PO BOX 8472
SANTA CRUZ,CA950618472
94-2612557 501(C)(3) 142,965       FOR GENERAL SUPPORT AND THE FELTON BRANCH LIBRARY & NATURE DISCOVERY PARK
(79) FRIENDS OF THE WATSONVILLE PUBLIC LIBRARIES
275 MAIN ST
WATSONVILLE,CA95076
23-7066840 501(C)(3) 44,440       FOR GENERAL OPERATING SUPPORT
(80) FRIENDS OF WWOZ-FM
1008 N PETERS STREET
NEW ORLEANS,LA70116
58-1702220 501(C)(3) 10,200       TO SUPPORT "TAKIN' IT TO THE STREETS AND "NEW ORLEANS CALLING"
(81) GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL
425 ENCINAL ST
SANTA CRUZ,CA95060
68-0413959 501(C)(3) 21,500       FOR GENERAL SUPPORT AND OUTDOOR RECREATION AREA DEVELOPMENT
(82) GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST
1500 PALMA DRIVE SUITE 110
VENTURA,CA93003
94-1567162 501(C)(3) 18,950       FOR GENERAL OPERATING SUPPORT
(83) GIRLS INC OF THE CENTRAL COAST
318 CAYUGA ST
SALINAS,CA93901
20-5040398 501(C)(3) 37,250       FOR GENERAL SUPPORT AND SANTA CRUZ COUNTY PROGRAMS
(84) GREY BEARS
2710 CHANTICLEER AVENUE
SANTA CRUZ,CA95065
94-2298681 501(C)(3) 59,025       FOR GENERAL SUPPORT, HEALTHY FOOD FOR SENIORS, AND CENSUS OUTREACH
(85) HABITAT FOR HUMANITY MONTEREY BAY
108 MAGNOLIA STREET
SANTA CRUZ,CA95062
77-0206356 501(C)(3) 7,836       FOR GENERAL OPERATING SUPPORT
(86) HAPPY VALLEY ELEMENTARY SCHOOL
3125 BRANCIFORTE DRIVE
SANTA CRUZ,CA95065
94-6002633 501(C)(3) 30,547       FOR GENERAL OPERATING SUPPORT
(87) HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY
1800 GREEN HILLS RD
SCOTTS VALLEY,CA95066
01-0826156 501(C)(3) 17,000       FOR GENERAL OPERATING SUPPORT
(88) HEALTH PROJECTS CENTER
1537 PACIFIC AVE
SANTA CRUZ,CA95060
94-2713281 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(89) HILLSIDE CHILDREN'S FOUNDATION
PO BOX 1901
ALBANY,NY12201
16-1493404 501(C)(3) 12,500       FOR THE HILLSIDE WORK-SCHOLARSHIP CONNECTION
(90) HOMELESS GARDEN PROJECT
PO BOX 617
SANTA CRUZ,CA950610617
77-0475165 501(C)(3) 36,575       FOR GENERAL SUPPORT, BUILD THE FARM AND FEED TWO BIRDS
(91) HOOVER INSTITUTION - STANFORD UNIVERSITY
434 GALVEZ MALL STANFORD UNIVERSITY
UNIVERSITY
STANFORD,CA94305
94-1156365 501(C)(3) 150,000       FOR GENERAL OPERATING SUPPORT
(92) HOSPICE OF SANTA CRUZ COUNTY
940 DISC DRIVE
SCOTTS VALLEY,CA95066
94-2497618 501(C)(3) 46,523       FOR GENERAL SUPPORT, ANGEL PROGRAM, CONCURRENT CARE FOR CHILDREN AND TREE OF LIGHTS
(93) HOUSING MATTERS
115-B CORAL STREET
SANTA CRUZ,CA95060
77-0126783 501(C)(3) 22,250       FOR GENERAL SUPPORT, THE 180/2020 HOUSING PROJECT AND SOUPLINE SUPPER
(94) HUMAN RIGHTS WATCH
350 FIFTH AVE
NEW YORK,NY10118
13-2875808 501(C)(3) 15,000       FOR GENERAL OPERATING SUPPORT
(95) IANGEL - INTERNATIONAL ACTION NETWORK FOR GENDER EQUITY AND LAW
660 13TH STREET
OAKLAND,CA94612
46-2316068 501(C)(3) 5,600       FOR GENERAL OPERATING SUPPORT
(96) IMMIGRANT LEGAL SERVICES OF THE CENTRAL COAST
15 E BEACH ST
WATSONVILLE,CA95076
61-1807874 501(C)(3) 11,000       FOR GENERAL OPERATING SUPPORT
(97) INDEPENDENT WORLD TELEVISION INC
231 N HOLLIDAY ST
BALTIMORE,MD21202
01-0808098 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(98) INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD
LOS ANGELES,CA90025
95-3949646 501(C)(3) 90,000       FOR GENERAL OPERATING SUPPORT
(99) INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES INC ISTS
1321 MURFREESBORO PIKE SUITE 800
NASHVILLE,TN372172698
62-1247492 501(C)(3) 26,050       FOR GENERAL OPERATING SUPPORT
(100) JACOB'S HEART CHILDREN'S CANCER SUPPORT SERVICES
680 WEST BEACH STREET
WATSONVILLE,CA95076
68-0413822 501(C)(3) 51,800       FOR GENERAL SUPPORT AND ADOPT-A-FAMILY
(101) JEWEL THEATRE COMPANY
PO BOX 1080
SANTA CRUZ,CA950611080
22-3916870 501(C)(3) 7,000       FOR GENERAL OPERATING SUPPORT
(102) JEWISH FAMILY SERVICE OF ROCHESTER
441 EAST AVENUE
ROCHESTER,NY14607
16-0743059 501(C)(3) 7,500       FOR THE PENCILS AND PAPER PROGRAM
(103) JUNIOR ACHIEVEMENT WORLDWIDE
745 ATLANTIC AVENUE
BOSTON,MA02111
27-3666259 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(104) KALAMAZOO COLLEGE
1200 ACADEMY STREET
KALAMAZOO,MI49006
38-1358014 501(C)(3) 30,000       FOR GENERAL OPERATING SUPPORT
(105) KIDPOWER TEENPOWER FULLPOWER
PO BOX 1212
SANTA CRUZ,CA95061
77-0226712 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT
(106) KITCHEN TABLE ADVISORS
405 14TH STREET
OAKLAND,CA94162
91-2166435 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(107) KQED - NORTHERN CALIFORNIA PUBLIC BROADCASTING INC
2601 MARIPOSA STREET
SAN FRANCISCO,CA94110
94-1241309 501(C)(3) 16,450       FOR GENERAL OPERATING SUPPORT
(108) KUUMBWA JAZZ CENTER
320-2 CEDAR STREET
SANTA CRUZ,CA95060
51-0159252 501(C)(3) 30,844       FOR GENERAL OPERATING SUPPORT AND STUDENT SUMMER MUSIC PROGRAMS
(109) LAND TRUST OF SANTA CRUZ COUNTY
617 WATER STREET
SANTA CRUZ,CA95060
94-2431856 501(C)(3) 1,075,232       FOR GENERAL SUPPORT, CIRCLE P RANCH, WILDLIFE CROSSING, AND WATSONVILLE SLOUGH FARMS
(110) LANDWATCH MONTEREY COUNTY
PO BOX 1876
SALINAS,CA939021876
91-1862145 501(C)(3) 6,500       FOR GENERAL SUPPORT AND THE RANCHO LOS ROBLES PROJECT
(111) LATINO COMMUNITY FOUNDATION
235 MONTGOMERY STREET
SAN FRANCISCO,CA94104
81-0564400 501(C)(3) 10,000       FOR THE CENTRAL COAST GIVING CIRCLE
(112) LIFE LAB SCIENCE PROGRAM
1156 HIGH STREET
SANTA CRUZ,CA95064
94-2778848 501(C)(3) 38,800       FOR GENERAL OPERATING SUPPORT
(113) LIVE OAK SCHOOL DISTRICT
984-1BOSTWICK LANE
SANTA CRUZ,CA95062
LOSD 694,982       FOR GENERAL SUPPORT, WOOD SHOP CLUB, SHORELINE SOCCER FIELD, AND WASHINGTON DC TRIPS
(114) LOS ANGELES COUNTY MUSEUM OF ART (LACMA)
5908 WILSHIRE BLVD
LOS ANGELES,CA90036
95-2264067 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT
(115) LOS ANGELES LGBT CENTER
1625 N SCHRADER BOULEVARD
LOS ANGELES,CA90028
95-3567895 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(116) LOTUSLAND
695 ASHLEY RD
SANTA BARBARA,CA93108
23-7082550 501(C)(3) 10,000       FOR THE JAPANESE GARDEN PROJECT
(117) LOUIS ARMSTRONG HOUSE MUSEUM
34-56 107TH STREET
CORONA,NY11368
26-4178283 501(C)(3) 14,700       FOR GENERAL OPERATING SUPPORT
(118) LOUISIANA MUSEUM FOUNDATIONNEW ORLEANS JAZZ MUSEUM
400 ESPLANADE AVENUE
NEW ORLEANS,LA70116
72-0954712 501(C)(3) 20,000       TO SUPPORT THE NEW ORLEANS JAZZ MUSEUM
(119) MENTORS DRIVING CHANGE FOR BOYS MEN AND DADS
PO BOX 1585
FREEDOM,CA95019
82-2506285 501(C)(3) 16,550       FOR GENERAL OPERATING SUPPORT
(120) MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 5014
HAGERSTOWN,MD217415014
13-4141945 501(C)(3) 10,693       FOR GENERAL OPERATING SUPPORT
(121) MONARCH SERVICES
233 EAST LAKE AVENUE
WATSONVILLE,CA95076
94-2462783 501(C)(3) 17,386       FOR GENERAL SUPPORT AND THE "L.O.V.E" EVENT
(122) MONTANA LAND RELIANCE
PO BOX 355
HELENA,MT596240355
81-0369262 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(123) MONTEREY BAY SALMON AND TROUT PROJECT
101 COOPER STREET
SANTA CRUZ,CA95060
94-2401308 501(C)(3) 8,250       FOR GENERAL OPERATING SUPPORT
(124) MORELAND NOTRE DAME SCHOOL
133 BRENNAN STREET
WATSONVILLE,CA95076
94-1347045 501(C)(3) 28,862       FOR GENERAL SUPPORT AND SCHOLARSHIPS
(125) MOUNTAINS 2 SEA
1245 EUREKA CANYON ROAD
WATSONVILLE,CA95076
83-0697842 501(C)(3) 15,000       FOR GENERAL OPERATING SUPPORT
(126) MUSEUM OF ART AND HISTORY AT THE MCPHERSON CENTER
705 FRONT STREET
SANTA CRUZ,CA95060
94-2718861 501(C)(3) 179,666       FOR GENERAL SUPPORT, EVERGREEN CEMETERY, HISTORY AWARDS, SPACEMAKER FUND AND EXHIBITS
(127) MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROAD
SANTA BARBARA,CA93108
95-1525814 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(128) NAMI SANTA CRUZ COUNTY
542 OCEAN STREET
SANTA CRUZ,CA95060
77-0002878 501(C)(3) 25,500       FOR GENERAL OPERATING SUPPORT
(129) NATIONAL PARK FOUNDATION
1110 VERMONT AVE NW
WASHINGTON,DC20005
52-1086761 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(130) NATIVE ANIMAL RESCUE
1855 17TH AVENUE
SANTA CRUZ,CA95062
94-2711748 501(C)(3) 48,500       FOR GENERAL OPERATING SUPPORT
(131) NATIVIDAD MEDICAL FOUNDATION
PO BOX 4427
SALINAS,CA93912
77-0194989 501(C)(3) 8,200       FOR GENERAL SUPPORT, NEONATAL AND PEDIATRIC CARE
(132) NATURE CONSERVANCY
4245 N FAIRFAX DR
ARLINGTON,VA22203
53-0242652 501(C)(3) 36,000       FOR GENERAL OPERATING SUPPORT AND PROGRAMS IN CALIFORNIA AND HAWAII
(133) NEW MUSIC WORKS
PO BOX 2266
SANTA CRUZ,CA950632266
77-0450511 501(C)(3) 6,779       FOR GENERAL OPERATING SUPPORT
(134) NEW ORLEANS JAZZ AND HERITAGE FOUNDATION INC
1205 NORTH RAMPART STREET
NEW ORLEANS,LA70116
72-0692744 501(C)(3) 25,350       FOR EDUCATIONAL PROGRAMS AND THE ARCHIVES
(135) NUCLEAR THREAT INITIATIVE
1776 EYE STREET NW
WASHINGTON,DC20006
52-2289435 501(C)(3) 60,000       FOR GENERAL OPERATING SUPPORT AND THE PERRY PROJECT
(136) OHIO BIRD SANCTUARY
3774 ORWEILER ROAD
MANSFIELD,OH44903
34-1691325 501(C)(3) 50,000       FOR THE ACCESSIBLE TREEHOUSE PROJECT
(137) O'NEILL SEA ODYSSEY
2222 EAST CLIFF DRIVE
SANTA CRUZ,CA95062
77-0464784 501(C)(3) 75,643       FOR GENERAL SUPPORT AND WATERSHED EDUCATION ALLIANCE TRAINING
(138) ORGANIC FARMING RESEARCH FOUNDATION
PO BOX 440
SANTA CRUZ,CA950610440
77-0252545 501(C)(3) 15,000       TO SUPPORT RESEARCH ON ORGANIC FARMING TECHNIQUES APPLICABLE TO BERRY PRODUCTION
(139) OTIS REDDING FOUNDATION
339 COTTON AVENUE
MACON,GA31201
58-2435617 501(C)(3) 7,350       FOR GENERAL OPERATING SUPPORT
(140) OVEREATERS ANONYMOUS
PO BOX 44727
RIO RANCHO,NM871744727
23-7016806 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT, DELEGATE SUPPORT FUND, TRANSLATIONS FUND AND PROFESSIONAL EXHIBITS
(141) OXFAM AMERICA
226 CAUSEWAY ST
BOSTON,MA02114
23-7069110 501(C)(3) 114,250       FOR GENERAL OPERATING SUPPORT
(142) PAJARO VALLEY ARTS (PVA)
37 SUDDEN STREET
WATSONVILLE,CA95076
77-0107201 501(C)(3) 14,100       FOR GENERAL OPERATING SUPPORT AND THE SYMPHONY/PVA PROJECT
(143) PAJARO VALLEY HISTORICAL ASSOCIATION
PO BOX 623
WATSONVILLE,CA950770623
94-1663161 501(C)(3) 79,181       FOR GENERAL SUPPORT, THE YOUNG HISTORIANS AWARD, AND THE BOCKIUS-ORR PROPERTY
(144) PAJARO VALLEY LOAVES AND FISHES
150 SECOND STREET
WATSONVILLE,CA95076
77-0319247 501(C)(3) 29,166       FOR GENERAL OPERATING SUPPORT
(145) PAJARO VALLEY PREVENTION AND STUDENT ASSISTANCE INC
335 EAST LAKE AVENUE
WATSONVILLE,CA95076
77-0269322 501(C)(3) 256,300       FOR GENERAL SUPPORT, CENSUS OUTREACH, CAPITAL CAMPAIGN, GOLDEN GOALS EVENT, AND EMPOWER YOUTH
(146) PAJARO VALLEY SHELTER SERVICES
115 BRENNAN STREET
WATSONVILLE,CA95076
94-1393418 501(C)(3) 53,949       FOR GENERAL OPERATING SUPPORT AND THE MOTHER'S DAY RUN
(147) PAJARO VALLEY UNIFIED SCHOOL DISTRICT
294 GREEN VALLEY ROAD
WATSONVILLE,CA95076
PVUSD 97,500       FOR GENERAL SUPPORT, COMPUTER SCIENCE, RAISING A READER
(148) PAJARO VALLEY YOUTH SOCCER CLUB
PO BOX 3242
FREEDOM,CA95019
77-0420362 501(C)(3) 10,670       FOR GENERAL OPERATING SUPPORT
(149) PARTNERS IN HEALTH
PO BOX 996
FREDERICK,MD21705
04-3567502 501(C)(3) 92,000       FOR GENERAL OPERATING SUPPORT
(150) PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET
NEW YORK,NY10038
13-1644147 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT
(151) PLANNED PARENTHOOD MAR MONTE
1691 THE ALAMEDA
SAN JOSE,CA95126
94-1583439 501(C)(3) 59,300       FOR GENERAL OPERATING SUPPORT AND CENSUS OUTREACH
(152) PRESERVATION HALL FOUNDATION INC
726 SAINT PETER ST
NEW ORLEANS,LA70116
27-2910626 501(C)(3) 40,000       FOR GENERAL OPERATING SUPPORT
(153) PROLITERACY WORLDWIDE
104 MARCELLUS ST
SYRACUSE,NY13204
16-6076384 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(154) PUBLIC POLICY INSTITUTE OF CALIFORNIA
500 WASHINGTON STREET
SAN FRANCISCO,CA94111
94-3207299 501(C)(3) 15,000       FOR PRIORITIES FOR CALIFORNIA WATER POLICY BRIEF AND THE CALIFORNIA WATER BRIEFING KIT
(155) QUEER YOUTH TASK FORCE OF SANTA CRUZ COUNTY
PO BOX 8280
SANTA CRUZ,CA95061
77-0212967 COUNTY OF SANTA CRUZ 5,500       FOR GENERAL SUPPORT AND THE QUEER YOUTH LEADERSHIP AWARDS
(156) RANCHO MIRAGE PUBLIC LIBRARY FOUNDATION
71-100 HWY 111
RANCHO MIRAGE,CA92270
27-3559025 501(C)(3) 20,000       FOR SUMMER READING PROGRAMS
(157) REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SANTA CRUZ
1156 HIGH STREET MS OSP
SANTA CRUZ,CA95064
94-1539563 501(C)(3) 198,571       FOR EDUCATIONAL PARTNERSHIP CENTER'S GIRLS PAVING THE WAY
(158) RESOURCE CONSERVATION DISTRICT OF SANTA CRUZ COUNTY
820 BAY AVENUE
CAPITOLA,CA95010
94-6000534 COUNTY OF SANTA CRUZ 45,000       FOR GENERAL OPERATING SUPPORT
(159) RICE UNIVERSITY
OFFICE OF DEVELOPMENT MS-81 PO BOX
1892
HOUSTON,TX772511892
74-1109620 501(C)(3) 150,000       FOR GENERAL OPERATING SUPPORT
(160) SALUD PARA LA GENTE
195 AVIATION WAY
WATSONVILLE,CA95076
94-2705747 501(C)(3) 212,250       FOR GENERAL SUPPORT, THE SUNDAY CLINIC AND SCHOOL CLINICS
(161) SALUD Y CARINO
1723 GREY SEAL RD
SANTA CRUZ,CA95062
46-1924115 501(C)(3) 34,000       FOR GENERAL OPERATING SUPPORT
(162) SALVATION ARMY SANTA CRUZ
721 LAUREL STREET
SANTA CRUZ,CA95060
94-1156347 501(C)(3) 6,824       FOR GENERAL OPERATING SUPPORT
(163) SALVATION ARMY WATSONVILLE
214 UNION ST
WATSONVILLE,CA95076
95-3082788 501(C)(3) 13,795       FOR GENERAL OPERATING SUPPORT
(164) SAN ANDREAS REGIONAL CENTER
6203 SAN IGNACIO AVEUNE
SAN JOSE,CA95119
94-2591195 501(C)(3) 7,667       FOR GENERAL OPERATING SUPPORT
(165) SAN BENITO AGRICULTURAL LAND TRUST
PO BOX 1066
TRES PINOS,CA95075
77-0338085 501(C)(3) 150,000       FOR GENERAL OPERATING SUPPORT
(166) SAN LORENZO VALLEY HISTORICAL SOCIETY
PO BOX 576
BOULDER CREEK,CA95006
94-3240597 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT AND THE BELARDI MEMORIAL BUILDING
(167) SANTA CLARA UNIVERSITY
500 EL CAMINO REAL
SANTA CLARA,CA95053
94-1156617 501(C)(3) 59,510       FOR THE BUCK SHAW STADIUM RENOVATION FUND
(168) SANTA CRUZ ART LEAGUE
526 BROADWAY
SANTA CRUZ,CA95060
94-1561380 501(C)(3) 10,200       FOR GENERAL OPERATING SUPPORT
(169) SANTA CRUZ CHILDREN'S MUSEUM OF DISCOVERY
PO BOX 1903
SOQUEL,CA95073
46-1699711 501(C)(3) 15,650       FOR GENERAL OPERATING SUPPORT AND MEMBER SCHOLARSHIPS
(170) SANTA CRUZ CITY SCHOOL DISTRICT
133 MISSION STREET
SANTA CRUZ,CA95060
SCUSD 68,500       TO SUPPORT HANDS ON AND EXPERIENTIAL LEARNING AT MISSION HILL MIDDLE SCHOOL
(171) SANTA CRUZ COMMUNITY HEALTH CENTERS
125 WATER STREET
SANTA CRUZ,CA95060
23-7428303 501(C)(3) 109,750       FOR GENERAL SUPPORT, CENSUS OUTREACH, PATIENT EDUCATION, AND CRADLE TO CAREER
(172) SANTA CRUZ COMMUNITY VENTURES
PO BOX 8708
SANTA CRUZ,CA95061
77-0247648 501(C)(3) 20,500       FOR GENERAL OPERATING SUPPORT
(173) SANTA CRUZ COUNTY ANIMAL SHELTER
2200 7TH AVENUE
SANTA CRUZ,CA95062
90-0039494 COUNTY OF SANTA CRUZ 14,459       FOR GENERAL OPERATING SUPPORT
(174) SANTA CRUZ COUNTY ANIMAL SHELTER FOUNDATION
2200 7TH AVENUE
SANTA CRUZ,CA95060
51-0439604 501(C)(3) 45,620       FOR GENERAL SUPPORT, UPGRADES TO THE WATSONVILLE SITE, AND IMPROVED COMPUTER SERVICES
(175) SANTA CRUZ COUNTY COLLEGE COMMITMENT
400 ENCINAL STREET
SANTA CRUZ,CA95060
SLVUSD 250,000       FOR THE MATH NETWORK IMPROVEMENT COMMUNITY
(176) SANTA CRUZ COUNTY SYMPHONY
307 CHURCH STREET
SANTA CRUZ,CA95060
94-2373284 501(C)(3) 21,218       FOR GENERAL OPERATING SUPPORT
(177) SANTA CRUZ COUNTY TRIAL LAWYERS ASSOCIATION
9200 SOQUEL DRIVE
APTOS,CA95003
77-0218857 501(C)(3) 10,000       FOR THE HIGH SCHOOL MOCK TRIAL PROGRAM
(178) SANTA CRUZ MUSEUM OF NATURAL HISTORY
1305 EAST CLIFF DRIVE
SANTA CRUZ,CA95062
94-2427733 501(C)(3) 55,750       FOR GENERAL OPERATING SUPPORT
(179) SANTA CRUZ PLAYGROUND PROJECT
PO BOX 3709
SANTA CRUZ,CA95063
95-4760497 501(C)(3) 104,612       TO SUPPORT LEO'S HAVEN ALL INCLUSIVE PARK
(180) SANTA CRUZ SHAKESPEARE
500 CHESTNUT STREET
SANTA CRUZ,CA95060
46-4635444 501(C)(3) 71,811       FOR GENERAL OPERATING SUPPORT
(181) SANTA CRUZ SPCA
2685 CHANTICLEER AVENUE
SANTA CRUZ,CA95065
94-6171565 501(C)(3) 31,047       FOR GENERAL SUPPORT AND BLACKIE'S SENIOR FRIENDS PROGRAM
(182) SANTA CRUZ TODDLER CARE CENTER
1738 16TH AVENUE
SANTA CRUZ,CA95062
94-2457539 501(C)(3) 11,000       FOR GENERAL OPERATING SUPPORT
(183) SAVE OUR SHORES
345 LAKE AVENUE
SANTA CRUZ,CA95062
94-2745941 501(C)(3) 52,042       FOR GENERAL OPERATING SUPPORT
(184) SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825
06-0726487 501(C)(3) 30,000       FOR THE AVAYA CHARITY GOLF TOURNAMENT AND THE DEVICES FOR DIVERSITY PROGRAM
(185) SAVE THE REDWOODS LEAGUE
111 SUTTER STREET
SAN FRANCISCO,CA941043814
94-0843915 501(C)(3) 6,500       FOR GENERAL OPERATING SUPPORT
(186) SAVE THE WAVES COALITION
PO BOX 183
DAVENPORT,CA950170183
36-4515216 501(C)(3) 16,720       FOR GENERAL OPERATING SUPPORT
(187) SECOND HARVEST FOOD BANK SANTA CRUZ COUNTY
800 OHLONE PARKWAY
WATSONVILLE,CA950767005
77-0326685 501(C)(3) 246,497       FOR GENERAL SUPPORT, THE HOLIDAY FOOD DRIVE, PARTNER & PROGRAMS LOCATIONS
(188) SEMPERVIRENS FUND
419 S SAN ANTONIO RD
LOS ALTOS HILLS,CA940223640
94-2155097 501(C)(3) 5,250       FOR GENERAL OPERATING SUPPORT
(189) SENDEROS
840 NORTH BRANCIFORTE AVE
SANTA CRUZ,CA95062
80-0893412 501(C)(3) 12,650       FOR GENERAL SUPPORT AND THE LATINO ROLE MODELS CONFERENCE
(190) SENIOR NETWORK SERVICES
1777-A CAPITOLA RD
SANTA CRUZ,CA95062
94-2259716 501(C)(3) 6,000       FOR GENERAL OPERATING SUPPORT
(191) SHARED ADVENTURES
PO BOX 396
SANTA CRUZ,CA95061
77-0366565 501(C)(3) 11,000       FOR GENERAL OPERATING SUPPORT AND DAY ON THE BEACH
(192) SHARSHERET
1086 TEANECK RD
TEANECK,NJ07666
13-4198529 501(C)(3) 5,500       FOR GENERAL OPERATING SUPPORT
(193) ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA941023899
94-1513140 501(C)(3) 26,872       FOR GENERAL OPERATING SUPPORT
(194) STANFORD UNIVERSITY-SCHOOL OF ENGINEERING
PO BOX 20466
STANFORD,CA943090466
94-1156365 501(C)(3) 10,000       FOR THE DEAN OF ENGINEERING DISCRETIONARY FUND
(195) STUDENT CONSERVATION ASSOCIATION
4601 N FAIRFAX DR
ARLINGTON,VA22203
91-0880684 501(C)(3) 6,500       FOR GENERAL OPERATING SUPPORT
(196) TEEN KITCHEN PROJECT
PO BOX 1853
SOQUEL,CA950731853
27-0524692 501(C)(3) 25,500       FOR GENERAL OPERATING SUPPORT
(197) TEMPLE BETH EL JEWISH COMMUNITY CENTER
3055 PORTER GULCH ROAD
APTOS,CA950032703
94-6139655 501(C)(3) 47,819       FOR GENERAL SUPPORT, THE FILM FESTIVAL, SECURITY FUND, PIANO FUND, AND CEMETERY FUND
(198) THE CHILDREN'S HOME SOCIETY OF NEW JERSEY
635 SOUTH CLINTON AVENUE
TRENTON,NJ08611
21-0634966 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(199) THE SAFINA CENTER AT STONY BROOK UNIVERSITY
80 NORTH COUNTRY RD
SETAUKET,NY11733
61-1406022 501(C)(3) 10,000       FOR GENERAL OPERATING SUPPORT
(200) THE TEACHER'S DESK INC
22 NORTHAMPTON STREET
BUFFALO,NY14209
47-2033964 501(C)(3) 7,500       FOR GENERAL OPERATING SUPPORT
(201) THE UC HASTINGS FOUNDATION
200 MCALLISTER STREET
SAN FRANCISCO,CA94102
23-7135898 501(C)(3) 32,246       TO SUPPORT THE JUDGE ROBERT H. SCHNACKE AWARD PROGRAM
(202) TLC FOUNDATION FOR BODY-FOCUSED REPETITIVE BEHAVIORS
716 SOQUEL AVE
SANTA CRUZ,CA95062
77-0266587 501(C)(3) 44,100       FOR GENERAL OPERATING SUPPORT
(203) TRUCKEE TRAILS FOUNDATION
PO BOX 1751
TRUCKEE,CA96106
01-0601303 501(C)(3) 25,000       FOR A YEAR ROUND TRAILS MANAGER
(204) TRUST FOR PUBLIC LAND
101 MONTGOMERY ST
SAN FRANCISCO,CA94104
23-7222333 501(C)(3) 16,000       FOR GENERAL OPERATING SUPPORT AND CALIFORNIA AND NORTHERN ROCKIES PROGRAMS
(205) UC REGENTS-UCSC ARBORETUM
1156 HIGH ST
SANTA CRUZ,CA95064
STATE OF CA 71,343       FOR GENERAL OPERATING SUPPORT BUT MAY NOT BE USED TO RETIRE DEBT, NOR REPLACE FUNDING FROM UCSC
(206) UC SAN FRANCISCO FOUNDATION
UCSF BOX 0248
SAN FRANCISCO,CA94143
94-2829914 501(C)(3) 15,250       FOR SCHOOL OF DENTISTRY ANNUAL FUND, BENIOFF CHILDREN'S HOSPITAL, AND OTHER CAMPAIGNS
(207) UC SANTA CRUZ FOUNDATION
1156 HIGH STREET MS OSP
SANTA CRUZ,CA95064
23-7394590 501(C)(3) 33,900       FOR CENTER FOR NATURAL HISTORY, STEM DIVERSITY, ACE, NATURALIST PROGRAM, QUEER CENTER
(208) UNITED WAY OF SAN BENITO COUNTY
829 SAN BENITO STREET SUTIE 200
HOLLISTER,CA95023
94-1422471 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(209) UNITED WAY OF SANTA CRUZ COUNTY
PO BOX 1458
CAPITOLA,CA950101458
94-1422471 501(C)(3) 7,000       FOR WOMEN IN PHILANTHROPY, 2-1-1, AND CENSUS OUTREACH
(210) UNITED WAY WORLDWIDE
701 N FAIRFAX STREET
ALEXANDRIA,VA22314
13-1635294 501(C)(3) 22,100       FOR PROPOSED DONATIONS TO INTERNATIONAL CHARITIES: RURAL AID AUSTRALIA, PATHWAYS TO EDUCATION CANADA AND STROKE ASSOCIATION UK
(211) UNTERMYER GARDENS CONSERVANCY
945 N BROADWAY
YONKERS,NY10701
27-4323490 501(C)(3) 58,800       FOR GENERAL OPERATING SUPPORT
(212) UPWELL TURTLES
99 PACIFIC STREET
MONTEREY,CA93940
82-1309235 501(C)(3) 20,000       FOR GENERAL OPERATING SUPPORT
(213) US FUND FOR UNICEF
125 MAIDEN LANE
NEW YORK,NY10038
13-1760110 501(C)(3) 7,500       FOR GENERAL OPERATING SUPPORT
(214) VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 9509
WARWICK,RI028899509
23-2888152 501(C)(3) 106,593       FOR THE BURKE BORINA VANGUARD CHARITABLE FUND
(215) VENTANA WILDERNESS ALLIANCE
PO BOX 506
SANTA CRUZ,CA950610506
77-0532467 501(C)(3) 7,310       FOR GENERAL OPERATING SUPPORT AND THE YOUTH IN WILDERNESS PROGRAM
(216) VENTANA WILDLIFE SOCIETY
9699 BLUE LARKSPUR LANE
MONTEREY,CA93940
94-2795935 501(C)(3) 21,000       FOR GENERAL OPERATING SUPPORT
(217) VISITING NURSE ASSOCIATION OF SANTA CRUZ COUNTY
2880 SOQUEL AVENUE
SANTA CRUZ,CA95062
94-1622036 501(C)(3) 13,949       FOR GENERAL OPERATING SUPPORT
(218) VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
3315 MISSION DRIVE
SANTA CRUZ,CA95065
94-1196206 501(C)(3) 13,000       FOR GENERAL OPERATING SUPPORT AND SANTA CRUZ PROGRAMS
(219) VOLUNTEER CENTER OF SANTA CRUZ COUNTY
1740 17TH AVENUE
SANTA CRUZ,CA95062
94-1702678 501(C)(3) 71,199       FOR SANTA CRUZ GIVES, HUMAN RACE, PEI AND LITERACY PROGRAMS
(220) WADDELL CREEK ASSOCIATION
3600 HIGHWAY 1
DAVENPORT,CA95017
77-0115302 501(C)(3) 12,000       FOR THE RANCHO DEL OSO VISITOR CENTER
(221) WALNUT AVENUE FAMILY & WOMEN'S CENTER
303 WALNUT AVE
SANTA CRUZ,CA95060
94-1186197 501(C)(3) 28,020       FOR GENERAL OPERATING SUPPORT AND CENSUS OUTREACH
(222) WATSONVILLE CHARTER SCHOOL OF THE ARTS
75 WHITING ROAD
WATSONVILLE,CA95076
PVUSD 7,000       FOR COMPUTER SCIENCE EDUCATION AND GSA CLUB
(223) WATSONVILLE FILM FESTIVAL
PO BOX 172
WATSONVILLE,CA950770172
81-3138376 501(C)(3) 8,500       FOR GENERAL OPERATING SUPPORT
(224) WATSONVILLE HIGH SCHOOL FOUNDATION
17 HAWTHORNE AVE
WATSONVILLE,CA95076
77-0008389 501(C)(3) 10,305       FOR GENERAL OPERATING SUPPORT
(225) WATSONVILLE LAW CENTER
315 MAIN STREET
WATSONVILLE,CA95076
20-8157214 501(C)(3) 25,000       FOR GENERAL OPERATING SUPPORT
(226) WATSONVILLE ROTARY FOUNDATION
PO BOX 282
WATSONVILLE,CA950770282
94-2577900 501(C)(3) 6,500       FOR YOUTH PROGRAMS, MINE AND MARTY INTERNATIONAL FUND, AND THE LOBSTER FEST
(227) WATSONVILLE WETLANDS WATCH
500 HARKINS SLOUGH ROAD
WATSONVILLE,CA95019
77-0519882 501(C)(3) 32,943       FOR GENERAL OPERATING SUPPORT
(228) WATSONVILLE WOMEN'S CLUB FOUNDATION
PO BOX 1084
FREEDOM,CA950191084
77-0327817 501(C)(3) 55,700       FOR GENERAL OPERATING SUPPORT AND CAPITAL IMPROVEMENTS
(229) WHARF TO WHARF RACE
PO BOX 307
CAPITOLA,CA950100307
77-0061106 501(C)(3) 6,000       TO SUPPORT THE OTIS CHANDLER SCHOLARSHIP
(230) WHOLE KIDS FOUNDATION
550 BOWIE ST
AUSTIN,TX78703
45-1761682 501(C)(3) 10,000       FOR THE LIFELAB'S BLOOMING CLASSROOM PROGRAM IN THE PAJARO VALLEY
(231) WILDAID INC
333 PINE STREET
SAN FRANCISCO,CA94104
20-3644441 501(C)(3) 50,000       FOR GENERAL OPERATING SUPPORT
(232) WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON,DC200907180
52-1693387 501(C)(3) 50,000       FOR GENERAL OPERATING SUPPORT
(233) YORK SCHOOL
9501 YORK ROAD
MONTEREY,CA939406530
94-1461062 501(C)(3) 7,500       FOR THE CHUCK HARMON AND ELIZABETH MILES FINANCIAL AID ENDOWMENT AND ANNUAL FUND
(234) YWCA OF WATSONVILLE
340 EAST BEACH STREET
WATSONVILLE,CA95076
94-1212142 501(C)(3) 12,358       FOR GENERAL OPERATING SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
234
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) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE FOUNDATION CONDUCTS A THOROUGH DUE DILIGENCE PROCESS IN REVIEWING AND MONITORING ALL GRANTS APPROVED AND AWARDED BY THE FOUNDATION'S BOARD OF DIRECTORS. STAFF REVIEWS ALL REQUESTS TO FIRST ENSURE THE APPLICANT ORGANIZATION IS ELIGIBLE TO RECEIVE A GRANT FROM THE FOUNDATION UNDER THE IRS GUIDELINES FOR CHARITIES AND NONPROFITS. DURING THIS INITIAL SCREENING, THE APPLICANT'S FINANCIAL INFORMATION, GOVERNANCE, AND PROGRAMS ARE REVIEWED, AND A DETERMINATION IS MADE IF THE PROPOSAL IS CONSISTENT WITH THE FOUNDATION'S INTEREST AREAS AND STRATEGIC PRIORITIES. A BOARD-APPOINTED PROGRAM COMMITTEE, COMPOSED OF BOARD MEMBERS AND OTHER COMMUNITY VOLUNTEERS, REVIEWS ELIGIBLE REQUESTS AND RECOMMENDS AWARDS BASED ON AVAILABLE FUNDS AFTER SELECTED IN-PERSON SITE VISITS AND A MORE THOROUGH REVIEW OF EACH ORGANIZATION'S ELIGIBILITY AND PROPOSED USE OF FUNDS. THESE GRANT RECOMMENDATIONS ARE THEN REVIEWED AND VOTED ON BY THE FULL BOARD. GRANTS RECOMMENDED BY DONOR-ADVISORS FROM THEIR FUNDS HELD AT THE FOUNDATION SIMILARLY RECEIVE THE SAME DUE DILIGENCE IN THE INITIAL SCREENING, BUT DO NOT GO TO THE PROGRAM COMMITTEE FOR REVIEW. THEY ARE, HOWEVER, REVIEWED AND APPROVED BY THE BOARD. IN MONITORING THE USE OF GRANT FUNDS, THE FOUNDATION REQUIRES PERIODIC WRITTEN OR ORAL REPORTS AND/OR A FINAL REPORT (INCLUDING A FINANCIAL ACCOUNTING OF HOW THE GRANT WAS SPENT) FROM ALL GRANTEES, WITH THE EXCEPTION OF DONOR ADVISED GRANTS (UNLESS SPECIFICALLY REQUESTED BY THE DONOR). FOUNDATION STAFF ALSO MAINTAINS REGULAR COMMUNICATION WITH GRANT RECIPIENTS, WHO ARE ENCOURAGED TO ALERT THE FOUNDATION ABOUT ANY SIGNIFICANT CHANGES OR ISSUES DURING THE GRANT PERIOD.
Schedule I (Form 990) 2019



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on 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 on 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) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1SUSAN TRUE
CHIEF EXECUTIVE OFFICER
(i)

(ii)
218,500
-------------
0
0
-------------
0
0
-------------
0
13,230
-------------
0
10,002
-------------
0
241,732
-------------
0
10,002
-------------
0
2SUSAN FARRAR
CHIEF OPERATING & FINANCIAL OFFICER
(i)

(ii)
156,695
-------------
0
0
-------------
0
0
-------------
0
9,760
-------------
0
20,659
-------------
0
187,114
-------------
0
20,659
-------------
0
3SAM LEASK
PHILANTHROPIC SERVICES DIRECTOR
(i)

(ii)
133,333
-------------
0
0
-------------
0
0
-------------
0
8,000
-------------
0
17,488
-------------
0
158,821
-------------
0
17,488
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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) 2019

Additional Data


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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number
94-2808039
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY
 
68-0164610   01-01-2011 2,500,000 REFINANCE BANK LOAN DATED 9/2/2009   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 1,570,000      
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 2,500,000      
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds ............. 2,500,000      
12 Other unspent proceeds .............        
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
  X            
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........
  X            
16 Has the final allocation of proceeds been made? .......... X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X              
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %      
6 Total of lines 4 and 5 ............. 0 %      
7 Does the bond issue meet the private security or payment test? ...   X            
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X            
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X              
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X            
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X            
b Exception to rebate? ........   X            
c No rebate due? ......... X              
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X            
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X            
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X            
7 Has the organization established written procedures to monitor the requirements of section 148? ... X              
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 04/15/2016
Schedule K (Form 990) 2019

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SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 46 6,018,503 FMV
10 Securities—Closely held stock . X 1 1,037,729 FMV
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 isn't 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 didn't 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) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental 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 ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED (DEFINED AS EACH SEPARATE GIFT) IN SCHEDULE M, PART I, COLUMN (B).
Schedule M (Form 990) (2019)

Additional Data


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SCHEDULE O
(Form 990 or 990-EZ)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. A DRAFT FORM 990 IS THEN REVIEWED BY THE CHIEF OPERATING & FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO THE VOTING MEMBER OF THE GOVERNING BODY AFTER FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION IS COMMITTED TO THE HIGHEST ETHICAL STANDARDS IN ALL POLICIES, PROCEDURES, AND PROGRAMS. THE ABILITY OF THE FOUNDATION TO CARRY OUT ITS MISSION IS ENHANCED BY THE INVOLVEMENT OF THE BOARD OF DIRECTORS, VOLUNTEER COMMITTEE MEMBERS, AND STAFF IN THE PHILANTHROPIC LIFE AND ECONOMIC AFFAIRS OF SANTA CRUZ COUNTY. GIVEN THE FOUNDATION SERVES THE ENTIRE COUNTY, IT IS TO BE EXPECTED THAT FROM TIME TO TIME BOARD MEMBERS, VOLUNTEER COMMUNITY MEMBERS, OR STAFF MAY ALSO HAVE RELATIONS WITH EXISTING OR PROPOSED RECIPIENTS OF GRANTS, VENDORS, OR SERVICE PROVIDERS. TO FOSTER PUBLIC CONFIDENCE IN ITS INTEGRITY AND TO REFLECT THE FOUNDATION'S INTENTION TO MAINTAIN THE HIGHEST ETHICAL STANDARDS BY AVOIDING ANY REAL OR PERCEIVED CONFLICTS OF INTEREST, THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY. THIS POLICY IS AVAILABLE FOR PUBLIC REVIEW UPON REQUEST. A SUMMARY OF THE KEY ELEMENTS INCLUDES: ALL BOARD MEMBERS, VOLUNTEER COMMITTEE MEMBERS, AND STAFF ARE ANNUALLY REQUIRED TO PROVIDE A LIST OF NONPROFIT AND PROFESSIONAL PHILANTHROPIC ORGANIZATIONS WITH WHICH THEY HAVE RELATIONSHIPS, AS WELL AS ANY RELATIONSHIPS OF IMMEDIATE FAMILY MEMBERS. THEY MUST DISCLOSE ANY MATERIAL OWNERSHIP OR INVESTMENT INTEREST WITH ANY ENTITY THAT HAS NEGOTIATED A TRANSACTION WITH THE FOUNDATION WITHIN THE PAST YEAR OR OF ANY TRANSACTIONS KNOW TO BE CURRENTLY PENDING OR PROPOSED. THIS INFORMATION IS COLLECTED BY THE CEO AND REPORTED BACK TO BOARD. IN ALL SITUATIONS IN WHICH THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST, THOSE INDIVIDUALS MUST RECUSE THEMSELVES FROM DISCUSSION AND DECISION MAKING THAT INVOLVES THE PARTIES IN QUESTION. THIS INCLUDES THE REVIEW, DISCUSSION OR DECISION OF ANY AND ALL GRANTS PROPOSALS AS WELL AS THE SELECTION OR CONTRACTING OF VENDORS OR SERVICE PROVIDERS. TO MONITOR THE NEED TO DO SO, A SCHEDULE OF BOARD MEMBER CONFLICTS IS INCLUDED IN EVERY BOARD PACKET FOR REFERENCE. IF IT IS UNCLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE CEO WILL MAKE THAT DETERMINATION IN REGARDS TO STAFF AND THE BOARD PRESIDENT IN REGARDS TO THE CEO. FOR BOARD MEMBERS OR COMMITTEE MEMBERS, THE BOARD PRESIDENT OR COMMITTEE CHAIR SHALL MAKE THAT DETERMINATION. WHEN A CONFLICT EXISTS, THE COMMITTEE MEMBER SHALL RECUSE THEMSELVES FROM THE MEETING WHILE THE IMPLICATIONS OF THE AFFILIATION ARE CONSIDERED. FOR ALL MATTERS BEFORE THE BOARD WHERE A REAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, THE STEPS TAKEN UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY SHALL BE NOTED AND RECORDED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION IS COMMITTED TO ATTRACTING AND RETAINING A QUALIFIED, DIVERSE WORKFORCE THROUGH A COMPETITIVE COMPENSATION PROGRAM WITHIN THE FOUNDATION'S LABOR MARKET. THE FOUNDATION PROVIDES A NON-DISCRIMINATORY MERIT-BASED COMPENSATION PROGRAM THAT IS CAREFUL TO BALANCE THESE OBJECTIVES WITH PRUDENT USE OF THE FINANCIAL RESOURCES WHICH HAVE BEEN ENTRUSTED TO THE FOUNDATION BY ITS DONORS. TO GUIDE THIS PROCESS, THE FOUNDATION HAS ADOPTED A COMPENSATION POLICY THAT ALSO ADDRESSES THE ANNUAL EVALUATION PROCESS FOR STAFF. EMPLOYEES RECEIVE AN ANNUAL SALARY REVIEW BY THEIR SUPERVISORS (OR BY THE BOARD IN THE CASE OF THE CEO) AS PART OF THE PERFORMANCE RECOGNITION PLAN ANNUAL ASSESSMENT. THESE REVIEWS MAY OR MAY NOT RESULT IN A SALARY INCREASE. SALARY INCREASES ARE PROVIDED ON THE BASIS OF MERIT, SUBJECT TO BUDGETARY RESTRICTIONS AND AT THE SOLE DISCRETION OF THE FOUNDATION. ALSO, AT THE FOUNDATION'S SOLE DISCRETION, A LUMP-SUM MERIT AWARD MAY BE GRANTED TO AN EMPLOYEE WHO HAS REMAINED IN THEIR POSITION FOR MANY YEARS, IN LIEU OF AN INCREASE IN SALARY. FOR THE CEO, AN ANNUAL PERFORMANCE EVALUATION IS ONE OF THE MAJOR RESPONSIBILITIES OF THE BOARD OF DIRECTORS. THE BOARD HAS ADOPTED EVALUATION PROCEDURES ESTABLISHED BY THE COUNCIL ON FOUNDATIONS AS PART OF ITS COMMUNITY FOUNDATIONS NATIONAL STANDARDS THAT PROVIDES FOR A CONSISTENT, FAIR, SUPPORTIVE, AND WELL-DOCUMENTED PROCESS. SPECIFIC STEPS IN THE CEO EVALUATION PROCESS INCLUDE A REVIEW AND DISCUSSION OF A SELF-PERFORMANCE EVALUATION AND DEVELOPMENT PLAN WITH PRIOR YEAR'S GOALS AND OBJECTIVES; AN EXECUTIVE SESSION OF THE BOARD TO DISCUSS ANY ISSUES OR CONCERNS AND TO SET NEW GOALS AND OBJECTIVES FOR THE FOLLOWING YEAR; A BOARD SESSION WITH THE CEO PRESENT FOR AN OVERALL ASSESSMENT AND GOAL SETTING, AS WELL AS DISCUSSION OF SALARY COMPENSATION BASED ON A REVIEW OF COMPARABLE SALARIES FOR OTHER COMMUNITY FOUNDATIONS OF OUR SIZE; AND FINALLY, A SUMMARY OF THE ASSESSMENT, PLAN, AND ANY SALARY INCREASE TO BE SIGNED BY BOTH THE CEO AND THE BOARD PRESIDENT. THE FOUNDATION USES THIS EVALUATION TOOL AS A WAY TO ENHANCE THE COMMUNICATION BETWEEN THE BOARD AND THE CEO; MEASURES SPECIFIC, ANNUAL OBJECTIVES; GAUGE JOB PERFORMANCE AND LEADERSHIP; AND SERVE AS A BASIS FOR SALARY COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE. FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE (WWW.CFSCC.ORG) IN ADDITIONAL TO BEING PUBLISHED WITHIN ITS ANNUAL REPORT.
FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS 176,615. ADJUSTMENT TO INCLUDE AGENCY FUND LIABILITIES IN FORM 990 -13,661,503.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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
2019
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) NLMJ BORINA LAND LLC
7807 SOQUEL DRIVE
APTOS,CA95003
46-3734949
HOLDING TITLE TO AGRICULTURAL LAND; LEASING AGRICULTURAL LAND CA 164,798 2,787,500 COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 










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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)REGIONAL WATER MANAGEMENT FOUNDATION
7807 SOQUEL DRIVE

APTOS,CA95003
38-3763365
MANAGE THE INTEGRATED REGIONAL WATER MGMT PROGRAM-SANTA CRUZ COUNTY CA 501(C)(3) LINE 12A, I COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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 (1)

 
 
CHARITABLE GIVING CA CFSCC
 
        Yes  
(2) CHARITABLE REMAINDER TRUST (4)

 
 
CHARITABLE GIVING CA CFSCC
 
        Yes  










Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
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
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) REGIONAL WATER MANAGEMENT FOUNDATION

C 500,541 BOOK VALUE
(2) REGIONAL WATER MANAGEMENT FOUNDATION

D 341,366 BOOK VALUE




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
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) 2019

Additional Data


Software ID:  
Software Version: