Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
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 $ 38,636,181
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 2020 (Part V, line 2a) ...... 5 27
6 Total number of volunteers (estimate if necessary) ............. 6 25
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -2,099
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,201,613 34,426,217
9 Program service revenue (Part VIII, line 2g) ......... 280,407 278,236
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,652,853 3,691,736
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 16,463 239,992
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 24,151,336 38,636,181
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,053,916 21,064,097
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,999,500 2,086,777
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet235,207    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,334,928 1,754,447
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 15,388,344 24,905,321
19 Revenue less expenses. Subtract line 18 from line 12....... 8,762,992 13,730,860
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 147,953,324 166,657,786
21 Total liabilities (Part X, line 26)............. 20,204,882 21,871,114
22 Net assets or fund balances. Subtract line 21 from line 20..... 127,748,442 144,786,672
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 (2020)
Form 990 (2020)
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 $ 23,483,350 including grants of $ 21,064,097 ) (Revenue $ 278,236 )
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 expensesMediumBullet23,483,350
Form 990 (2020)
Form 990 (2020)
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.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(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 (2020)
Form 990 (2020)
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
Yes
 
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
30
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 (2020)
Form 990 (2020)
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
27
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 (2020)
Form 990 (2020)
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 (2020)
Form 990 (2020)
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) DAVID DOOLIN......................................................................
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) JIM WEISENSTEIN......................................................................
TREASURER
1.00
.................
0.00
X   X       0 0 0
(5) MARILYN CALCIANO......................................................................
IMMEDIATE PAST PRESIDENT
1.00
.................
0.00
X           0 0 0
(6) EMILY J BUCHBINDER ESQ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(7) LILIANA S DIAZ ESQ......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(8) LARRY DONATONI......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(9) JUDY FRANICH......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(10) JANET HEIEN......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(11) FRED KEELEY......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(12) CHRIS MURPHY......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(13) TONEE PICARD......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(14) ROGELIO PONCE JR......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(15) KIRK SCHMIDT ESQ......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(16) SANDY SKEES......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
(17) TREVOR STRUDLEY CFP......................................................................
DIRECTOR
1.00
.................
0.00
X           0 0 0
Form 990 (2020)
Form 990 (2020)
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       232,950 0 21,328
(19) SUSAN FARRAR........................................................................
CHIEF OPERATING & FINANCIAL OFFICER
40.00
.......................1.00
    X       166,306 0 32,333
(20) SAM LEASK........................................................................
PHILANTHRPIC SERVICES DIRECTOR
40.00
.......................0.00
        X   142,867 0 18,856
(21) TIM CARSON........................................................................
PROGRAM DIRECTOR - RWMF
0.00
.......................40.00
        X   138,000 0 26,749


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 680,123 0 99,266
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 MediumBullet4
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
MARGARET LAPIZ

21 KEMP COURT
ALAMO,CA94507
CONSULTING SERVICES - COVID RESPONSE 120,000
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 376,479
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 34,049,738
g Noncash contributions included in lines 1a - 1f:$ 1g 9,933,537
h Total. Add lines 1a-1f.......MediumBullet 34,426,217
 Program Service RevenueAmt Business Code
2a FOUNDATION SERVICE FEES 541900 225,444 225,444    
b INTEREST INCOME - PRI 900099 52,792 52,792    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 278,236
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,649,815   -2,099 2,651,914
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   1,041,921 7a
b Less: cost or other basis and sales expenses   0 7b
c Gain or (loss)   1,041,921 7c
d Net gain or (loss).........MediumBullet 1,041,921     1,041,921
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 239,992     239,992
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 239,992
12 Total revenue. See instructions.....MediumBullet 38,636,181 278,236 -2,099 3,933,827
Form 990 (2020)
Form 990 (2020)
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 .... 20,511,727 20,511,727
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 80,000 80,000
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 472,370 472,370
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 452,917 326,100 95,113 31,704
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........ 1,196,586 861,542 251,283 83,761
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 68,770 49,514 14,442 4,814
9 Other employee benefits ....... 249,599 179,711 52,416 17,472
10 Payroll taxes ........... 118,905 85,612 24,970 8,323
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 34,658   34,658  
c Accounting ........... 58,034   58,034  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 338,661   338,661  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 433,510 312,127 91,037 30,346
12 Advertising and promotion .... 23,223 15,255 6,485 1,483
13 Office expenses ....... 21,456 15,448 4,506 1,502
14 Information technology ...... 213,752 153,901 44,888 14,963
15 Royalties ..        
16 Occupancy ........... 75,966 54,695 15,953 5,318
17 Travel ............ 882 635 185 62
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 18,656 5,430 12,698 528
20 Interest ........... 38,484 27,708 8,082 2,694
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 327,166 235,559 68,705 22,902
23 Insurance ... 36,654   36,654  
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 133,345 96,016 27,994 9,335
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 24,905,321 23,483,350 1,186,764 235,207
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 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,248,566 1 3,617,986
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 161,381 3 127,353
4 Accounts receivable, net ............. 11,181 4 129,883
5 Loans and other receivables from 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 ...... 34,138 9 33,818
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 12,791,231
b Less: accumulated depreciation 10b 2,924,657 10,059,745 10c 9,866,574
11 Investments—publicly traded securities . 132,136,171 11 147,125,121
12 Investments—other securities. See Part IV, line 11 ..... 171,060 12 184,542
13 Investments—program-related. See Part IV, line 11 .. 1,485,237 13 2,766,042
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 2,645,845 15 2,806,467
16 Total assets. Add lines 1 through 15 (must equal line 33)... 147,953,324 16 166,657,786
Liabilities 17 Accounts payable and accrued expenses ..... 245,746 17 871,711
18 Grants payable ... 1,441,177 18 804,425
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 915,728 20 930,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D 15,918,440 21 17,151,922
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 .. 0 23 328,038
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 1,683,791 25 1,785,018
26 Total liabilities. Add lines 17 through 25.. 20,204,882 26 21,871,114
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 .......... 7,736,471 27 144,786,672
28 Net assets with donor restrictions ........... 120,011,971 28 0
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 ........... 127,748,442 32 144,786,672
33 Total liabilities and net assets/fund balances ........ 147,953,324 33 166,657,786
Form 990 (2020)
Form 990 (2020)
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
38,636,181
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
24,905,321
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
13,730,860
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
127,748,442
5
Net unrealized gains (losses) on investments ...............
5
3,199,008
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
108,362
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
144,786,672
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 (2020)
Form 990 (2020)
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
2020
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 12,999,130 15,902,905 18,883,395 19,201,613 34,426,217 101,413,260
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 12,999,130 15,902,905 18,883,395 19,201,613 34,426,217 101,413,260
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).. 17,192,651
6 Public support. Subtract line 5 from line 4. 84,220,609
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4.. 12,999,130 15,902,905 18,883,395 19,201,613 34,426,217 101,413,260
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 2,592,469 2,900,947 3,337,002 2,979,407 2,651,914 14,461,739
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.).. 17,689 449,512 24,555 16,463 239,992 748,211
11 Total support. Add lines 7 through 10 116,623,210
12
12
660,901
13
First 5 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
72.220 %
15
15
64.430 %
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in 11a above?
11b
 
 
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 0.015 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 0.035 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2020
(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 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 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, 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 2020. 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 2021. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
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) 2020


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
2020
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
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
2020
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 ......... 160 343
2 Aggregate value of contributions to (during year) 21,357,369 13,212,751
3 Aggregate value of grants from (during year) 11,801,311 9,485,741
4 Aggregate value at end of year ........ 58,730,000 103,158,593
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) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 67,408,446 60,250,553 65,952,219 61,005,398 55,797,613
b Contributions ... 836,636 326,998 2,866,395 1,055,542 3,115,151
c Net investment earnings, gains, and losses 3,934,605 10,321,770 -5,366,748 7,730,225 4,155,663
d Grants or scholarships ... 1,902,719 2,497,740 2,203,004 2,854,422 1,168,961
e Other expenditures for facilities
and programs ...
         
f Administrative expenses .... 946,581 993,135 998,309 984,524 894,068
g End of year balance ...... 69,330,387 67,408,446 60,250,553 65,952,219 61,005,398
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet84.390 %
c
Term endowment SchDMd Bullet15.610 %
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 1,865,912 5,477,165
c Leasehold improvements        
d Equipment ....   1,262,052 897,389 364,663
e Other .....   317,498 161,356 156,142
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 9,866,574
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
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 1,785,018
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) 2020

Schedule D (Form 990) 2020
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 V, LINE 4: ENDOWMENTS FUNDS ARE INTENDED TO SUPPORT GRANTMAKING AND SCHOLARSHIPS FOR ORGANIZATIONS AND INDIVIDUALS TO CREATE A LASTING IMPACT AND MAKE SANTA CRUZ COUNTY THRIVE FOR ALL WHO CALL IT HOME, NOW AND IN THE FUTURE.
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) 2020


Additional Data


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SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
COMMUNITY FOUNDATION SANTA CRUZ COUNTY
 
Employer identification number

94-2808039
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
NORTH AMERICA 0 0 GRANTMAKING   472,370
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   354,782
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 827,152
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 827,152
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
NORTH AMERICA GENERAL SUPPORT 447,520 WIRE      
NORTH AMERICA GENERAL SUPPORT 20,100 WIRE      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
2
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference 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.
PART I, LINE 3: THE ORGANIZAITON IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES ON SCHEDULE F, PART I.
PART II, LINE 1 ACCOUNTING METHOD: THE ORGANIZATION IS UTILIZING THE ACCRUAL METHOD TO ACCOUNT FOR GRANT EXPENDITURES ON SCHEDULE F, PART II.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2020
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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
2020
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) ACTION FOR COMMUNITY TRANSFORMATION
4900 PROVIDENCE RD
CHARLOTTE,NC28226
26-3282259 501(C)(3) 43,923       COMMUNITY DEVELOPMENT
(2) AGRICULTURAL HISTORY PROJECT
PO BOX 1181
WATSONVILLE,CA950771181
77-0165945 501(C)(3) 9,165       COMMUNITY DEVELOPMENT
(3) AGRI-CULTURE
141 MONTE VISTA AVENUE
WATSONVILLE,CA950763271
77-0212413 501(C)(3) 48,091       COMMUNITY DEVELOPMENT
(4) AIKIDO OF SANTA CRUZ
306 MISSION STREET
SANTA CRUZ,CA95060
94-2796262 501(C)(3) 10,000       ARTS, HISTORY, AND CULTURE
(5) AMAH MUTSUN LAND TRUST
PO BOX 6915
ALBANY,CA94706
32-0447436 501(C)(3) 27,200       HUMAN SERVICES
(6) AMERICAN CANCER SOCIETY - SILICON VALLEYCENTRAL COAST REGION
747 CAMDEN AVENUE
CAMPBELL,CA95008
13-1788491 501(C)(3) 5,982       HEALTH
(7) AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOOR
NEW YORK,NY100042400
13-6213516 501(C)(3) 16,750       COMMUNITY DEVELOPMENT
(8) AMERICAN ONLINE GIVING FOUNDATION INC
200 MAIN STREET
SAFETY HARBOR,FL34695
81-0739440 501(C)(3) 167,544       COMMUNITY DEVELOPMENT
(9) AMERICAN RED CROSS OF THE CENTRAL COAST
PO BOX AR
CARMEL,CA93921
53-0196605 501(C)(3) 11,269       HUMAN SERVICES
(10) APTOS SPORTS FOUNDATION
PO BOX 2405
APTOS,CA95003
77-0345205 501(C)(3) 35,000       EDUCATION/YOUTH DEVELOPMENT
(11) ARTS COUNCIL SANTA CRUZ COUNTY
1070 RIVER STREET
SANTA CRUZ,CA95060
94-2600140 501(C)(3) 394,748       ARTS, HISTORY, AND CULTURE
(12) ASPIRE PUBLIC SCHOOLS
1001 22ND AVE
OAKLAND,CA94606
94-3311088 501(C)(3) 235,000       EDUCATION/YOUTH DEVELOPMENT
(13) ASSOCIATION OF FAITH COMMUNITIES OF SANTA CRUZ COUNTY
532 CENTER STREET
SANTA CRUZ,CA95060
81-3652622 501(C)(3) 8,366       HUMAN SERVICES
(14) AUDUBON CALIFORNIA SOCIETY
220 MONTGOMERY STREET
SAN FRANCISCO,CA94104
13-1624102 501(C)(3) 18,000       ENVIRONMENT
(15) AZTECAS YOUTH SOCCER ACADEMY
PO BOX 1028
WATSONVILLE,CA950771028
77-0269322 501(C)(3) 36,725       EDUCATION/YOUTH DEVELOPMENT
(16) BEAR YUBA LAND TRUST
PO BOX 1004
GRASS VALLEY,CA95945
68-0256981 501(C)(3) 26,000       ENVIRONMENT
(17) BELLARMINE COLLEGE PREPARATORY
960 WEST HEDDING STREET
SAN JOSE,CA95126
94-1160938 501(C)(3) 10,000       GENERAL SUPPORT
(18) BELLINGHAM FOOD BANK
1824 ELLIS STREET
BELLINGHAM,WA98225
91-0918619 501(C)(3) 10,000       GENERAL SUPPORT
(19) BIG SUR LAND TRUST
PO BOX 4071
MONTEREY,CA93942
94-2473415 501(C)(3) 5,250       ENVIRONMENT
(20) BIKE SANTA CRUZ COUNTY EDUCATION FUND
333 SOQUEL AVE
SANTA CRUZ,CA95062
82-1434326 501(C)(3) 27,000       GENERAL SUPPORT
(21) BIRCHBARK FOUNDATION
101 COOPER STREET
SANTA CRUZ,CA950604526
81-2531220 501(C)(3) 25,000       ENVIRONMENT
(22) BONNY DOON COMMUNITY SCHOOL FOUNDATION
PO BOX 8089
SANTA CRUZ,CA950618089
77-0412170 501(C)(3) 28,215       EDUCATION/YOUTH DEVELOPMENT
(23) BOULDER CREEK RECREATION AND PARK DISTRICT
PO BOX 325
BOULDER CREEK,CA95006
94-1693488 501(C)(3) 22,500       HUMAN SERVICES
(24) BOULDER CREEK VOLUNTEER FIRE DEPARTMENT
PO BOX 826
BOULDER CREEK,CA95006
94-6106801 501(C)(3) 19,000       GENERAL SUPPORT
(25) BOYS AND GIRLS CLUB OF SANTA CRUZ COUNTY
543 CENTER STREET
SANTA CRUZ,CA95060
94-6129075 501(C)(3) 41,100       GENERAL SUPPORT
(26) BRENNAN CENTER FOR JUSTICE
120 BROADWAY
NEW YORK,NY10271
13-3839293 501(C)(3) 9,000       COMMUNITY DEVELOPMENT
(27) BRUCE W WOOLPERT ALGEBRA ACADEMY
350 TECHNOLOGY DRIVE
WATSONVILLE,CA950762488
47-1116673 501(C)(3) 100,000       EDUCATION/YOUTH DEVELOPMENT
(28) CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DRIVE
APTOS,CA950033119
94-6121953 501(C)(3) 225,582       EDUCATION/YOUTH DEVELOPMENT
(29) CALIFORNIA AGRICULTURAL LEADERSHIP FOUNDATION
PO BOX 479
SALINAS,CA939020479
94-6069269 501(C)(3) 36,667       COMMUNITY DEVELOPMENT
(30) CALIFORNIA FARM LINK
335 SPRECKELS DRIVE
APTOS,CA95003
94-3332630 501(C)(3) 175,000       ENVIRONMENT
(31) CALIFORNIA STRAWBERRY GROWERS SCHOLARSHIP FUND
PO BOX 269
WATSONVILLE,CA950770269
77-0411386 501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(32) CALM
1236 CHAPALA STREET
SANTA BARBARA,CA93101
23-7097910 501(C)(3) 10,000       HEALTH
(33) CASA DE LA CULTURA CENTER
225 SALINAS RD
WATSONVILLE,CA95076
30-0586010 501(C)(3) 76,420       HUMAN SERVICES
(34) CATHOLIC CHARITIES DIOCESE OF MONTEREY
922 HILBY AVENUE
SEASIDE,CA93955
77-0042961 501(C)(3) 291,500       HUMAN SERVICES
(35) CATO INSTITUTE
1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001
23-7432162 501(C)(3) 10,000       COMMUNITY DEVELOPMENT
(36) CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD
LOS ANGELES,CA90048
95-1644600 501(C)(3) 13,000       GENERAL SUPPORT
(37) CEIBA PUBLIC SCHOOLS FOUNDATION
260 WEST RIVERSIDE DRIVE
WATSONVILLE,CA95076
20-5155858 501(C)(3) 68,500       GENERAL SUPPORT
(38) CENTER FOR BIOLOGICAL DIVERSITY INC
378 N MAIN AVE
TUCSON,AZ857020710
27-3943866 501(C)(3) 101,000       ENVIRONMENT
(39) CENTER FOR FARMWORKER FAMILIES
PO BOX 957
FELTON,CA95018
90-0800339 501(C)(3) 805,800       HUMAN SERVICES
(40) CENTRAL COAST YMCA
500 LINCOLN AVE
SALINAS,CA93901
77-0202335 501(C)(3) 55,000       GENERAL SUPPORT
(41) CHALLENGE SUCCESS
PO BOX 20053
STANFORD,CA94309
45-3767621 501(C)(3) 10,000       GENERAL SUPPORT
(42) CHILDREN'S DISCOVERY MUSEUM OF SAN JOSE
180 WOZ WAY
SAN JOSE,CA95110
94-2870828 501(C)(3) 10,000       ARTS, HISTORY, AND CULTURE
(43) CHURCH DIVINITY SCHOOL OF THE PACIFIC
2451 RIDGE ROAD
BERKELEY,CA947091211
94-1156508 501(C)(3) 6,000       GENERAL SUPPORT
(44) CITY OF CAPITOLA LIBRARY FUND
420 CAPITOLA AVENUE
CAPITOLA,CA95010
CITY OF CAPITOLA 32,259       COMMUNITY DEVELOPMENT
(45) CLINICA DE SALUD DEL VALLE DE SALINAS
40 AIRPORT BLVD
SALINAS,CA93905
94-2652757 501(C)(3) 250,000       HEALTH
(46) CLINICAS DEL CAMINO REAL INC
200 S WELLS ROAD
VENTURA,CA93004
95-2977147 501(C)(3) 250,000       HEALTH
(47) COASTAL COMMUNITY FOUNDATION
162 SOUTH RANCHO SANTA FE ROAD
ENCINITAS,CA92024
33-0216692 501(C)(3) 10,000       COMMUNITY DEVELOPMENT
(48) COASTAL KIDS HOME CARE
1172 SOUTH MAIN STREET
SALINAS,CA93901
20-2549984 501(C)(3) 35,000       HEALTH
(49) COMMUNITY ACTION BOARD OF SANTA CRUZ COUNTY
406 MAIN STREET
WATSONVILLE,CA95076
94-2523780 501(C)(3) 976,622       GENERAL SUPPORT
(50) COMMUNITY ARTS & EMPOWERMENT
240 MAPLE AVENUE
WATSONVILLE,CA950764815
83-4528109 501(C)(3) 20,000       ARTS, HISTORY, AND CULTURE
(51) COMMUNITY BRIDGES
519 MAIN STREET
WATSONVILLE,CA950764356
94-2460211 501(C)(3) 599,052       HUMAN SERVICES
(52) COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN ROAD
MONTEREY,CA939402453
94-1615897 501(C)(3) 30,250       HUMAN SERVICES
(53) COMMUNITY HEALTH CENTERS OF THE CENTRAL COAST
150 TEJAS PLACE
NIPOMO,CA93444
95-3253302 501(C)(3) 250,000       HEALTH
(54) COMMUNITY HEALTH TRUST OF THE PAJARO VALLEY
85 NIELSON STREET
WATSONVILLE,CA95076
94-1149702 501(C)(3) 6,500       GENERAL SUPPORT
(55) COMMUNITY INITIATIVES
1000 BROADWAY
OAKLAND,CA94607
94-3255070 501(C)(3) 10,000       COMMUNITY DEVELOPMENT
(56) COMPUTER HISTORY MUSEUM
1401 N SHORELINE BLVD
MOUNTAIN VIEW,CA94043
77-0507525 501(C)(3) 6,000       GENERAL SUPPORT
(57) CORNELL UNIVERSITY
130 EAST SENECA STREET
ITHACA,NY14850
15-0532082 501(C)(3) 15,500       EDUCATION/YOUTH DEVELOPMENT
(58) COUNTY OF SANTA CRUZ HUMAN SERVICES DEPARTMENT
1000 EMELINE AVENUE
SANTA CRUZ,CA95060
SANTA CRUZ COUNTY 56,062       HUMAN SERVICES
(59) COURT APPOINTED SPECIAL ADVOCATES OF SANTA CRUZ COUNTY - CASA
813 FREEDOM BLVD
WATSONVILLE,CA950763803
77-0305354 501(C)(3) 97,159       HEALTH
(60) CRISIS INTERVENTION SERVICES DBA SIERRA COMMUNITY HOUSE
948 INCLINE WAY
INCLINE VILLAGE,NV89451
94-2985554 501(C)(3) 72,196       GENERAL SUPPORT
(61) CSUMB FOUNDATION
100 CAMPUS CENTER
SEASIDE,CA93955
80-0494808 501(C)(3) 50,000       GENERAL SUPPORT
(62) CURIOSITY FOUNDATION
450 SUTARDJA DAI HALL
BERKELEY,CA94720
501(C)(3) 49,124       GENERAL SUPPORT
(63) DIENTES COMMUNITY DENTAL CARE
5300 SOQUEL AVENUE SUITE 103
SANTA CRUZ,CA950627806
77-0311752 501(C)(3) 143,750       HEALTH
(64) DIGITAL NEST
1961 MAIN STREET
WATSONVILLE,CA95076
46-5757256 501(C)(3) 86,300       EDUCATION/YOUTH DEVELOPMENT
(65) DIVERSITY CENTER
PO BOX 8280
SANTA CRUZ,CA950618280
77-0212967 501(C)(3) 104,800       HUMAN SERVICES
(66) DOMINICAN HOSPITAL FOUNDATION
1555 SOQUEL DRIVE
SANTA CRUZ,CA950651705
94-2450442 501(C)(3) 7,000       GENERAL SUPPORT
(67) EAST MEADOW ACTION COMMITTEE
217 DICKENS WAY
SANTA CRUZ,CA95064
52-2381905 501(C)(3) 10,000       ENVIRONMENT
(68) ECOLOGY ACTION
877 CEDAR STREET
SANTA CRUZ,CA95060
94-2584236 501(C)(3) 21,050       ENVIRONMENT
(69) ELKHORN SLOUGH FOUNDATION
PO BOX 267
MOSS LANDING,CA950390267
94-2823247 501(C)(3) 81,228       ENVIRONMENT
(70) EL SISTEMA SANTA CRUZ
235 SOUTH BRANCIFORTE AVE
SANTA CRUZ,CA95062
84-4998415 501(C)(3) 8,505       ARTS, HISTORY, AND CULTURE
(71) EL SISTEMA USA-SALINAS INC
820 PARK ROW
SALINAS,CA93901
27-2306206 501(C)(3) 15,000       COMMUNITY DEVELOPMENT
(72) EMERGENCY ASSISTANCE FOUNDATION INC
PO BOX 850001
ORLANDO,FL328859884
45-1813056 501(C)(3) 25,000       GENERAL SUPPORT
(73) ENCOMPASS COMMUNITY SERVICES
380 ENCINAL STREET
SANTA CRUZ,CA95060
23-7275290 501(C)(3) 18,840       HEALTH
(74) FAMILIES IN TRANSITION INC
406 MAIN ST
WATSONVILLE,CA95076
77-0327992 501(C)(3) 144,500       HUMAN SERVICES
(75) FAMILY SERVICE AGENCY OF THE CENTRAL COAST
104 WALNUT AVENUE SUITE 208
SANTA CRUZ,CA950603929
94-1716354 501(C)(3) 52,176       HUMAN SERVICES
(76) FARM DISCOVERY AT LIVE EARTH
PO BOX 3490
FREEDOM,CA95019
26-3728160 501(C)(3) 20,500       GENERAL SUPPORT
(77) FOOD BANK FOR MONTEREY COUNTY
353 W ROSSI STREET
SALINAS,CA93907
77-0270228 501(C)(3) 30,000       HUMAN SERVICES
(78) FOOD BANK OF CONTRA COSTA AND SOLANO
4010 NELSON AVE
CONCORD,CA94520
94-2418054 501(C)(3) 75,000       GENERAL SUPPORT
(79) FOOD BANK OF SANTA BARBARA COUNTY
490 W FOSTER RD
SANTA MARIA,CA93455
77-0169214 501(C)(3) 100,000       HUMAN SERVICES
(80) FOOD SHARE INC
4156 SOUTHBANK RD
OXNARD,CA93036
77-0018162 501(C)(3) 150,000       HUMAN SERVICES
(81) FOOD WHAT
1156 HIGH ST
SANTA CRUZ,CA95064
81-2590280 501(C)(3) 58,600       EDUCATION/YOUTH DEVELOPMENT
(82) FREE TO LIVE INC
PO BOX 5884
EDMOND,OK730835884
73-1199662 501(C)(3) 10,000       ENVIRONMENT
(83) FRIENDS OF LONG MARINE LAB - SEYMOUR CENTER
100 MCALLISTER WAY
SANTA CRUZ,CA950605794
23-7394590 501(C)(3) 5,700       GENERAL SUPPORT
(84) FRIENDS OF SANTA CRUZ COUNTY PARKS
870 17TH AVENUE SUITE 2
SANTA CRUZ,CA950624166
77-0209249 501(C)(3) 11,498       EDUCATION/YOUTH DEVELOPMENT
(85) FRIENDS OF SANTA CRUZ STATE PARKS
1543 PACIFIC AVENUE SUITE 206
SANTA CRUZ,CA950603903
51-0183410 501(C)(3) 36,128       ENVIRONMENT
(86) FRIENDS OF THE RAIL & TRAIL
PO BOX 1652
CAPITOLA,CA950601625
46-1323531 501(C)(3) 49,000       ENVIRONMENT
(87) FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARIES
PO BOX 8472
SANTA CRUZ,CA950618472
94-2612557 501(C)(3) 27,732       ARTS, HISTORY, AND CULTURE
(88) FRIENDS OF THE WATSONVILLE PUBLIC LIBRARIES
275 MAIN STREET SUITE 100
WATSONVILLE,CA950765133
23-7066840 501(C)(3) 13,803       ARTS, HISTORY, AND CULTURE
(89) GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST
1500 PALMA DRIVE 110
VENTURA,CA930036451
94-1567162 501(C)(3) 13,131       HUMAN SERVICES
(90) GIRLS INC OF THE CENTRAL COAST
318 CAYUGA ST
SALINAS,CA93901
20-5040398 501(C)(3) 35,750       EDUCATION/YOUTH DEVELOPMENT
(91) GLOBE INTERNATIONAL MINISTRIES
PO BOX 3040
PENSACOLA,FL32516
23-7453583 501(C)(3) 10,500       HUMAN SERVICES
(92) GREY BEARS
2710 CHANTICLEER AVENUE
SANTA CRUZ,CA950651812
94-2298681 501(C)(3) 203,700       HUMAN SERVICES
(93) GROUNDWORKS COLLABORATIVE
PO BOX 370
BRATTLEBORO,VT05302
03-0267404 501(C)(3) 10,000       HUMAN SERVICES
(94) HABITAT AND WATERSHED CARETAKERS (HAWC)
320 CAVE GULCH
SANTA CRUZ,CA95060
52-2381905 501(C)(3) 20,000       ENVIRONMENT
(95) HABITAT FOR HUMANITY MONTEREY BAY
108 MAGNOLIA STREET
SANTA CRUZ,CA95062
77-0206356 501(C)(3) 6,502       COMMUNITY DEVELOPMENT
(96) HAPPY VALLEY ELEMENTARY SCHOOL
3125 BRANCIFORTE DRIVE
SANTA CRUZ,CA950659661
94-6002633 501(C)(3) 28,202       EDUCATION/YOUTH DEVELOPMENT
(97) HEALTH IMPROVEMENT PARTNERSHIP OF SANTA CRUZ COUNTY
1800 GREEN HILLS ROAD SUITE 100
SCOTTS VALLEY,CA950664984
01-0826156 501(C)(3) 10,751       HEALTH
(98) HEALTH PROJECTS CENTER
1537 PACIFIC AVE
SANTA CRUZ,CA95060
94-2713281 501(C)(3) 25,300       HEALTH
(99) HOLY CROSS CHURCH FOOD PANTRY
210 HIGH STREET
SANTA CRUZ,CA95060
501(C)(3) 34,000       HUMAN SERVICES
(100) HOLY EUCHARIST CATHOLIC CHURCH
527 CORRALITOS ROAD
CORRALITOS,CA95076
94-1658203 501(C)(3) 5,500       HUMAN SERVICES
(101) HOMELESS GARDEN PROJECT
PO BOX 617
SANTA CRUZ,CA950610617
77-0475165 501(C)(3) 11,700       GENERAL SUPPORT
(102) HOOVER INSTITUTION - STANFORD UNIVERSITY
434 GALVEZ MALL
STANFORD,CA94305
94-1156365 501(C)(3) 150,000       EDUCATION/YOUTH DEVELOPMENT
(103) HOSPICE OF SANTA CRUZ COUNTY
940 DISC DRIVE
SCOTTS VALLEY,CA950664544
94-2497618 501(C)(3) 162,691       HEALTH
(104) HOUSING MATTERS
115-B CORAL STREET
SANTA CRUZ,CA950602143
77-0126783 501(C)(3) 537,200       HUMAN SERVICES
(105) IANGEL - INTERNATIONAL ACTION NETWORK FOR GENDER EQUITY AND LAW
1724 SANTA CLARA AVE
ALAMEDA,CA945012515
46-2316068 501(C)(3) 5,100       COMMUNITY DEVELOPMENT
(106) IMMIGRANT LEGAL SERVICES OF THE CENTRAL COAST
15 E BEACH ST
WATSONVILLE,CA95076
61-1807874 501(C)(3) 22,000       COMMUNITY DEVELOPMENT
(107) INSIGHT SANTA CRUZ
740 FRONT STREET
SANTA CRUZ,CA95060
77-0567516 501(C)(3) 8,000       HEALTH
(108) INSTITUTE FOR SECURITY AND TECHNOLOGY
5800 HARBORD DRIVE
OAKLAND,CA94611
47-5677755 501(C)(3) 10,000       GENERAL SUPPORT
(109) INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUE
NATIONAL CITY,CA91950
33-0457858 501(C)(3) 433,657       GENERAL SUPPORT
(110) ISTS
1321 MURFEESBORO PIKE 800
NASHVILLE,TN372172698
62-1247492   84,450       GENERAL SUPPORT
(111) JACOB'S HEART CHILDREN'S CANCER SUPPORT SERVICES
680 WEST BEACH STREET
WATSONVILLE,CA95076
68-0413822 501(C)(3) 94,350       HEALTH
(112) JEWEL THEATRE COMPANY
PO BOX 1080
SANTA CRUZ,CA950611080
22-3916870 501(C)(3) 14,500       ARTS, HISTORY, AND CULTURE
(113) JEWISH COMMUNITY FEDERATION
121 STEUART STREET
SAN FRANCISCO,CA94105
94-1156533 501(C)(3) 25,830       COMMUNITY DEVELOPMENT
(114) JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA
3003 OAK ROAD
WALNUT CREEK,CA94597
94-1322179 501(C)(3) 6,000       GENERAL SUPPORT
(115) JUNIOR ACHIEVEMENT WORLDWIDE
745 ATLANTIC AVENUE
BOSTON,MA02111
27-3666259 501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(116) KALAMAZOO COLLEGE
1200 ACADEMY STREET
KALAMAZOO,MI49006
38-1358014 501(C)(3) 30,000       EDUCATION/YOUTH DEVELOPMENT
(117) KAZU 903 FM
100 CAMPUS CTR
SEASIDE,CA93955
77-0387459 501(C)(3) 17,840       ARTS, HISTORY, AND CULTURE
(118) KIDPOWER TEENPOWER FULLPOWER
PO BOX 1212
SANTA CRUZ,CA950611212
77-0226712 501(C)(3) 13,000       HEALTH
(119) KQED - NORTHERN CALIFORNIA PUBLIC BROADCASTING INC
2601 MARIPOSA STREET
SAN FRANCISCO,CA94110
94-1241309 501(C)(3) 8,050       GENERAL SUPPORT
(120) KUUMBWA JAZZ CENTER
320-2 CEDAR STREET
SANTA CRUZ,CA95060
51-0159252 501(C)(3) 11,298       GENERAL SUPPORT
(121) LAND TRUST OF SANTA CRUZ COUNTY
617 WATER STREET
SANTA CRUZ,CA950604148
94-2431856 501(C)(3) 341,026       ENVIRONMENT
(122) LANDWATCH MONTEREY COUNTY
PO BOX 1876
SALINAS,CA939021876
91-1862145 501(C)(3) 5,500       ENVIRONMENT
(123) LAST CHANCE COMMUNITY CENTER
PO BOX 127
DAVENPORT,CA95017
501(C)(3) 30,000       HUMAN SERVICES
(124) LIFE LAB SCIENCE PROGRAM
1156 HIGH STREET
SANTA CRUZ,CA950641077
94-2778848 501(C)(3) 9,000       GENERAL SUPPORT
(125) LIVE OAK SCHOOL DISTRICT
984-1 BOSTWICK LANE
SANTA CRUZ,CA95062
94-6002632 501(C)(3) 1,231,313       EDUCATION/YOUTH DEVELOPMENT
(126) LOS ANGELES BALLET
11755 EXPOSITION BLVD
LOS ANGELES,CA90064
20-1819852 501(C)(3) 15,000       ARTS, HISTORY, AND CULTURE
(127) LOS ANGELES LGBT CENTER
1625 N SCHRADER BOULEVARD
LOS ANGELES,CA90028
95-3567895 501(C)(3) 10,000       HEALTH
(128) LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVENUE
CHICAGO,IL60611
36-1408475 501(C)(3) 7,000       GENERAL SUPPORT
(129) MAIA FOUNDATION
9055 SOQUEL DRIVE
APTOS,CA95003
94-2624585 501(C)(3) 9,318       EDUCATION/YOUTH DEVELOPMENT
(130) MENTORS DRIVING CHANGE FOR BOYS MEN AND DADS
PO BOX 1585
FREEDOM,CA950191585
82-2506285 501(C)(3) 21,500       HUMAN SERVICES
(131) MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 5014
HAGERSTOWN,MD217415014
13-4141945 501(C)(3) 12,909       HEALTH
(132) MONARCH SERVICES
233 EAST LAKE AVENUE
WATSONVILLE,CA950764716
94-2462783 501(C)(3) 150,091       HEALTH
(133) MONTANA LAND RELIANCE
PO BOX 355
HELENA,MT596240355
81-0369262 501(C)(3) 25,000       ENVIRONMENT
(134) MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROW
MONTEREY,CA93940
94-2487469 501(C)(3) 58,500       GENERAL SUPPORT
(135) MONTEREY BAY FISHERIES TRUST
256 FIGUEROA ST
MONTEREY,CA93940
47-1978379 501(C)(3) 32,500       GENERAL SUPPORT
(136) MONTEREY BAY SALMON AND TROUT PROJECT
101 COOPER STREET UNIT 246
SANTA CRUZ,CA950604526
94-2401308 501(C)(3) 10,000       ENVIRONMENT
(137) MORELAND NOTRE DAME SCHOOL
133 BRENNAN STREET
WATSONVILLE,CA95076
94-1347045 501(C)(3) 19,180       EDUCATION/YOUTH DEVELOPMENT
(138) MUSEUM OF ART AND HISTORY AT THE MCPHERSON CENTER
705 FRONT STREET
SANTA CRUZ,CA95060
94-2718861 501(C)(3) 113,666       ARTS, HISTORY, AND CULTURE
(139) MUSIC ACADEMY OF THE WEST
1070 FAIRWAY ROAD
SANTA BARBARA,CA93108
95-1525814 501(C)(3) 20,000       ARTS, HISTORY, AND CULTURE
(140) NATIONAL PARK FOUNDATION
1500 K STREET NW
WASHINGTON,DC20005
52-1086761 501(C)(3) 10,000       ENVIRONMENT
(141) NATIVE ANIMAL RESCUE
1855 17TH AVENUE
SANTA CRUZ,CA950621861
94-2711748 501(C)(3) 27,250       GENERAL SUPPORT
(142) NATURE CONSERVANCY
4245 N FAIRFAX DR
ARLINGTON,VA22203
53-0242652 501(C)(3) 25,250       ENVIRONMENT
(143) NEIGHBORS HELPING NEIGHBORS
PO BOX 126
AROMAS,CA95004
47-4328517 501(C)(3) 18,250       HUMAN SERVICES
(144) NORTHWESTERN UNIVERSITY
633 CLARK STREET
EVANSTON,IL60208
36-2167817 501(C)(3) 15,000       GENERAL SUPPORT
(145) NUCLEAR THREAT INITIATIVE
1776 EYE STREET NW
WASHINGTON,DC20006
52-2289435 501(C)(3) 10,000       GENERAL SUPPORT
(146) OHIO BIRD SANCTUARY
3774 ORWEILER ROAD
MANSFIELD,OH44903
34-1691325 501(C)(3) 50,000       ENVIRONMENT
(147) O'NEILL SEA ODYSSEY
2222 EAST CLIFF DRIVE
SANTA CRUZ,CA95062
77-0464784 501(C)(3) 50,447       ENVIRONMENT
(148) OXFAM AMERICA
226 CAUSEWAY ST
BOSTON,MA02114
23-7069110 501(C)(3) 12,000       HUMAN SERVICES
(149) PACHAMAMA ALLIANCE
PO BOX 29191
SAN FRANCISCO,CA94129
94-3249793 501(C)(3) 10,000       COMMUNITY DEVELOPMENT
(150) PAJARO VALLEY FIRE PROTECTION DISTRICT
562 CASSERLY ROAD
WATSONVILLE,CA95076
GOV'T AGENCY 25,000       ENVIRONMENT
(151) PAJARO VALLEY HISTORICAL ASSOCIATION
PO BOX 623
WATSONVILLE,CA950770623
94-1663161 501(C)(3) 41,471       ARTS, HISTORY, AND CULTURE
(152) PAJARO VALLEY LOAVES AND FISHES
150 SECOND STREET
WATSONVILLE,CA950764922
77-0319247 501(C)(3) 194,225       HUMAN SERVICES
(153) PAJARO VALLEY PREVENTION AND STUDENT ASSISTANCE INC
335 EAST LAKE AVENUE
WATSONVILLE,CA95076
77-0269322 501(C)(3) 82,569       HEALTH
(154) PAJARO VALLEY SHELTER SERVICES
115 BRENNAN STREET
WATSONVILLE,CA95076
94-1393418 501(C)(3) 141,330       HUMAN SERVICES
(155) PAJARO VALLEY UNIFIED SCHOOL DISTRICT
294 GREEN VALLEY ROAD
WATSONVILLE,CA95076
GOV'T AGENCY 122,700       EDUCATION/YOUTH DEVELOPMENT
(156) PLANET WOMEN
9720 COPPERTOP LOOP NE
BAINBRIDGE ISLAND,WA981103690
27-0726824 501(C)(3) 150,000       COMMUNITY DEVELOPMENT
(157) PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET
NEW YORK,NY10038
13-1644147 501(C)(3) 11,500       GENERAL SUPPORT
(158) PLANNED PARENTHOOD MAR MONTE
1691 THE ALAMEDA
SAN JOSE,CA95126
94-1583439 501(C)(3) 15,300       HEALTH
(159) PROACT FOUNDATION
40 RAGSDALE
MONTEREY,CA93940
41-2184519 501(C)(3) 500,000       GENERAL SUPPORT
(160) PROJECT OPEN HAND
730 POLK ST
SAN FRANCISCO,CA94109
94-3023551 501(C)(3) 9,800       HUMAN SERVICES
(161) QUEER YOUTH TASK FORCE
PO BOX 8280
SANTA CRUZ,CA95061
77-0212967 501(C)(3) 13,800       EDUCATION/YOUTH DEVELOPMENT
(162) RANCHO CIELO YOUTH CAMPUS
PO BOX 6948
SALINAS,CA93912
77-0555859 501(C)(3) 13,000       EDUCATION/YOUTH DEVELOPMENT
(163) RANCHO MIRAGE PUBLIC LIBRARY FOUNDATION
71-100 HWY 111
RANCHO MIRAGE,CA92270
27-3559025 501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(164) REDLANDS CHRISTIAN MIGRANT ASSOCIATION
402 WEST MAIN STREET
IMMOKALEE,FL34142
59-1221966 501(C)(3) 20,000       EDUCATION/YOUTH DEVELOPMENT
(165) REDWOOD EMPIRE FOOD BANK
3990 BRICKWAY BOULEVARD
SANTA ROSA,CA95403
68-0121855 501(C)(3) 25,000       GENERAL SUPPORT
(166) RESOURCE CONSERVATION DISTRICT OF SANTA CRUZ COUNTY
820 BAY AVENUE
CAPITOLA,CA95010
94-6000534 501(C)(3) 70,000       ENVIRONMENT
(167) RICE UNIVERSITY
6100 MAIN STREET
HOUSTON,TX77005
74-1109620 501(C)(3) 155,000       GENERAL SUPPORT
(168) ROAD RUNNERS OF AMERICA-TAMPA BAY RUNNERS
PO BOX 290372
TAMPA BAY,FL33687
59-2130553 501(C)(3) 8,000       GENERAL SUPPORT
(169) SALUD PARA LA GENTE
195 AVIATION WAY
WATSONVILLE,CA95076
94-2705747 501(C)(3) 315,500       HEALTH
(170) SALUD Y CARINO
1723 GREY SEAL RD
SANTA CRUZ,CA95062
46-1924115 501(C)(3) 28,000       EDUCATION/YOUTH DEVELOPMENT
(171) SALVATION ARMY SANTA CRUZ
721 LAUREL STREET
SANTA CRUZ,CA95060
94-1156347 501(C)(3) 123,732       HUMAN SERVICES
(172) SALVATION ARMY WATSONVILLE
214 UNION ST
WATSONVILLE,CA95076
95-3082788 501(C)(3) 159,000       HUMAN SERVICES
(173) SAN LORENZO VALLEY HISTORICAL SOCIETY
PO BOX 576
BOULDER CREEK,CA950060576
94-3240597 501(C)(3) 6,000       ARTS, HISTORY, AND CULTURE
(174) SANTA BARBARA EDUCATION FOUNDATION
1330 STATE ST
SANTA BARBARA,CA93101
77-0071544 501(C)(3) 25,000       GENERAL SUPPORT
(175) SANTA CLARA UNIVERSITY
500 EL CAMINO REAL
SANTA CLARA,CA95053
94-1156617 501(C)(3) 35,000       EDUCATION/YOUTH DEVELOPMENT
(176) SANTA CRUZ BARRIOS UNIDOS
1817 SOQUEL AVENUE
SANTA CRUZ,CA95060
77-0333450 501(C)(3) 56,500       HUMAN SERVICES
(177) SANTA CRUZ BREAKERS ACADEMY
1855 PLEASANT VALLEY ROAD
APTOS,CA950039573
27-2050160 501(C)(3) 15,000       GENERAL SUPPORT
(178) SANTA CRUZ CHILDREN'S MUSEUM OF DISCOVERY
PO BOX 1903
SOQUEL,CA95073
46-1699711 501(C)(3) 10,000       ARTS, HISTORY, AND CULTURE
(179) SANTA CRUZ CITY SCHOOL DISTRICT
133 MISSION STREET
SANTA CRUZ,CA95060
SANTA CRUZ CITY 23,000       EDUCATION/YOUTH DEVELOPMENT
(180) SANTA CRUZ COMMUNITY HEALTH CENTERS
125 WATER STREET A2
SANTA CRUZ,CA950602786
23-7428303 501(C)(3) 280,825       HUMAN SERVICES
(181) SANTA CRUZ COMMUNITY VENTURES
PO BOX 7808
SANTA CRUZ,CA950617808
77-0247648 501(C)(3) 107,000       COMMUNITY DEVELOPMENT
(182) SANTA CRUZ COUNTY ANIMAL SHELTER
2200 7TH AVENUE
SANTA CRUZ,CA95062
90-0039494 501(C)(3) 7,231       ENVIRONMENT
(183) SANTA CRUZ COUNTY ANIMAL SHELTER FOUNDATION
2200 7TH AVENUE
SANTA CRUZ,CA95060
51-0439604 501(C)(3) 70,500       ENVIRONMENT
(184) SANTA CRUZ COUNTY FAIRGROUNDS FOUNDATION
PO BOX 1806
FREEDOM,CA950191806
20-0385058 501(C)(3) 36,876       ARTS, HISTORY, AND CULTURE
(185) SANTA CRUZ COUNTY FARM BUREAU
141 MONTE VISTA AVENUE
WATSONVILLE,CA95076
94-0841720 501(C)(3) 65,000       COMMUNITY DEVELOPMENT
(186) SANTA CRUZ COUNTY OFFICE OF EDUCATION
400 ENCINAL STREET
SANTA CRUZ,CA95060
SANTA CRUZ COUNTY 140,000       EDUCATION/YOUTH DEVELOPMENT
(187) SANTA CRUZ COUNTY SYMPHONY
307 CHURCH STREET
SANTA CRUZ,CA95060
94-2373284 501(C)(3) 345,214       ARTS, HISTORY, AND CULTURE
(188) SANTA CRUZ HILLEL
222 CARDIFF PLACE
SANTA CRUZ,CA95060
77-0427628 501(C)(3) 7,000       COMMUNITY DEVELOPMENT
(189) SANTA CRUZ HOPE FOURSQUARE CHURCH
PO BOX 1715
CAPITOLA,CA95010
90-0652012 501(C)(3) 5,350       HUMAN SERVICES
(190) SANTA CRUZ MONTESSORI SCHOOL
6230 SOQUEL DRIVE
APTOS,CA95003
94-1573507 501(C)(3) 9,000       EDUCATION/YOUTH DEVELOPMENT
(191) SANTA CRUZ MOUNTAINS TRAIL STEWARDSHIP
PO BOX 331
SANTA CRUZ,CA950610331
77-0457425 501(C)(3) 25,000       ENVIRONMENT
(192) SANTA CRUZ MUSEUM OF NATURAL HISTORY
1305 EAST CLIFF DRIVE
SANTA CRUZ,CA950623722
94-2427733 501(C)(3) 45,500       ARTS, HISTORY, AND CULTURE
(193) SANTA CRUZ SHAKESPEARE
500 CHESTNUT STREET
SANTA CRUZ,CA95060
46-4635444 501(C)(3) 21,555       ARTS, HISTORY, AND CULTURE
(194) SANTA CRUZ SPCA
2685 CHANTICLEER AVENUE
SANTA CRUZ,CA950651809
94-6171565 501(C)(3) 63,020       ENVIRONMENT
(195) SANTA CRUZ TODDLER CARE CENTER
1738 16TH AVENUE
SANTA CRUZ,CA95062
94-2457539 501(C)(3) 11,000       EDUCATION/YOUTH DEVELOPMENT
(196) SANTA CRUZ WALDORF SCHOOL
2190 EMPIRE GRADE
SANTA CRUZ,CA950609702
94-2365874 SANTA CRUZ COUNTY 102,500       GENERAL SUPPORT
(197) SAVE OUR SHORES
345 LAKE AVENUE SUITE A
SANTA CRUZ,CA950624600
94-2745941 501(C)(3) 74,447       GENERAL SUPPORT
(198) SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825
06-0726487 501(C)(3) 35,000       HUMAN SERVICES
(199) SAVE THE REDWOODS LEAGUE
111 SUTTER STREET
SAN FRANCISCO,CA941043814
94-0843915 501(C)(3) 6,500       ENVIRONMENT
(200) SECOND HARVEST FOOD BANK SANTA CRUZ COUNTY
800 OHLONE PARKWAY
WATSONVILLE,CA950767005
77-0326685 501(C)(3) 1,092,083       HUMAN SERVICES
(201) SEMPERVIRENS FUND
419 S SAN ANTONIO RD
LOS ALTOS HILLS,CA940223640
94-2155097 501(C)(3) 5,250       ENVIRONMENT
(202) SENDEROS
840 NORTH BRANCIFORTE AVE
SANTA CRUZ,CA95062
80-0893412 501(C)(3) 572,760       HUMAN SERVICES
(203) SENECA FAMILY OF AGENCIES
124 RIVER ROAD
SALINAS,CA93908
94-2971761 501(C)(3) 10,000       HEALTH
(204) SENIOR NETWORK SERVICES
1777-A CAPITOLA RD
SANTA CRUZ,CA95062
94-2259716 501(C)(3) 40,500       HUMAN SERVICES
(205) SENIORS COUNCIL
234 SANTA CRUZ AVE
APTOS,CA95003
94-2662950 501(C)(3) 25,000       HUMAN SERVICES
(206) SERVE OUR WILLING WARRIORS (SOWW)
16013 WATERFALL ROAD
HAYMARKET,VA201692126
46-0683036 501(C)(3) 10,000       HEALTH
(207) SHEPHERD SCHOOL OF MUSIC-RICE UNIVERSITY
PO BOX 1892
HOUSTON,TX77251
74-1109620 501(C)(3) 6,000       GENERAL SUPPORT
(208) SIENA HOUSE
108 HIGH STREET
SANTA CRUZ,CA950603711
77-0518866 501(C)(3) 12,904       HUMAN SERVICES
(209) SIERRA SENIOR SERVICES
PO BOX 4152
TRUCKEE,CA96161
68-0484075 501(C)(3) 10,000       HUMAN SERVICES
(210) STANFORD UNIVERSITY-SCHOOL OF ENGINEERING
505 ESCONDIDO MALL 40
STANFORD,CA943090466
94-1156365 501(C)(3) 15,000       GENERAL SUPPORT
(211) ST ANTHONY FOUNDATION
150 GOLDEN GATE AVENUE
SAN FRANCISCO,CA941023899
94-1513140 501(C)(3) 25,245       HUMAN SERVICES
(212) STEM SCHOOL HIGHLANDS RANCH
8773 S RIDGELINE BLVD
HIGHLANDS RANCH,CO80129
501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(213) ST FRANCIS SOUP KITCHEN
205 MORA STREET
SANTA CRUZ,CA95060
94-2880883 501(C)(3) 49,900       HUMAN SERVICES
(214) STUDENT CONSERVATION ASSOCIATION
4601 N FAIRFAX DR
ARLINGTON,VA22203
91-0880684 501(C)(3) 6,500       ENVIRONMENT
(215) SUTTER CARE AT HOME - SANTA CRUZ (HOME HEALTH)VISITING NURSE ASSOCIATION O
2880 SOQUEL AVE 10
SANTA CRUZ,CA95062
94-1622036 501(C)(3) 13,130       GENERAL SUPPORT
(216) TAHOE EXPEDITION ACADEMY INC
8651 SPECKLED AVENUE
KINGS BEACH,CA96143
27-5379571 501(C)(3) 25,000       EDUCATION/YOUTH DEVELOPMENT
(217) TANNERY WORLD DANCE AND CULTURAL CENTER
1060 RIVER ST
SANTA CRUZ,CA95060
90-0826298 501(C)(3) 26,025       HUMAN SERVICES
(218) TEEN KITCHEN PROJECT
PO BOX 1853
SOQUEL,CA950731853
27-0524692 501(C)(3) 76,867       HEALTH
(219) TEMPLE BETH EL JEWISH COMMUNITY CENTER
3055 PORTER GULCH ROAD
APTOS,CA950032703
94-6139655 501(C)(3) 96,826       COMMUNITY DEVELOPMENT
(220) THE ANIMAL PAD
1526 MYRTLE AVE
SAN DIEGO,CA92103
45-4902841 501(C)(3) 6,000       GENERAL SUPPORT
(221) THE CHILDREN'S HOME SOCIETY OF NEW JERSEY
635 SOUTH CLINTON AVENUE
TRENTON,NJ08611
21-0634966 501(C)(3) 10,000       HUMAN SERVICES
(222) THE SAFINA CENTER AT STONY BROOK UNIVERSITY
80 NORTH COUNTRY RD
SETAUKET,NY11733
61-1406022 501(C)(3) 10,000       ENVIRONMENT
(223) THE UC HASTINGS FOUNDATION
200 MCALLISTER STREET
SAN FRANCISCO,CA94102
23-7135898 501(C)(3) 30,294       ENVIRONMENT
(224) THE VAIL JAZZ FOUNDATION
PO BOX 3035
VAIL,CO81658
84-1305072 501(C)(3) 10,000       GENERAL SUPPORT
(225) TOWER FOUNDATION - SAN JOSE STATE UNIVERSITY
ONE WASHINGTON SQUARE
SAN JOSE,CA95192
83-0403915 501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(226) TRUCKEE DONNER LAND TRUST
PO BOX 8816
TRUCKEE,CA96162
68-0245327 501(C)(3) 250,000       ENVIRONMENT
(227) TRUCKEE TRAILS FOUNDATION
PO BOX 1751
TRUCKEE,CA96106
01-0601303 501(C)(3) 46,000       ENVIRONMENT
(228) TRUST FOR PUBLIC LAND
101 MONTGOMERY ST
SAN FRANCISCO,CA94104
23-7222333 501(C)(3) 526,000       ENVIRONMENT
(229) UC DAVIS FOUNDATION
1477 DREW AVE
DAVIS,CA95616
94-6081352 501(C)(3) 10,000       ENVIRONMENT
(230) UC REGENTS-UCSC ARBORETUM
1156 HIGH ST
SANTA CRUZ,CA95064
STATE OF CA 70,827       EDUCATION/YOUTH DEVELOPMENT
(231) UC SAN FRANCISCO FOUNDATION
UCSF BOX 0248
SAN FRANCISCO,CA94143
94-2829914 501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(232) UC SANTA CRUZ FOUNDATION
1156 HIGH STREET
SANTA CRUZ,CA95064
23-7394590 501(C)(3) 58,740       ENVIRONMENT
(233) UNITED FOOD BANK OF PLANT CITY
702 E ALSOBROOK ST
PLANT CITY,FL33563
59-3069728 501(C)(3) 22,500       HUMAN SERVICES
(234) UNITED POLICYHOLDERS
381 BUSH STREET
SAN FRANCISCO,CA94104
94-3162024 501(C)(3) 100,000       GENERAL SUPPORT
(235) UNITED WAY OF SAN BENITO COUNTY
829 SAN BENITO STREET SUTIE 200
HOLLISTER,CA95023
94-1422471 501(C)(3) 50,000       GENERAL SUPPORT
(236) UNITED WAY WORLDWIDE
701 N FAIRFAX STREET
ALEXANDRIA,VA22314
13-1635294 501(C)(3) 31,200       HUMAN SERVICES
(237) UPWELL TURTLES
99 PACIFIC STREET
MONTEREY,CA93940
82-1309235 501(C)(3) 20,000       ENVIRONMENT
(238) UTAH FILM CENTER
50 WEST BROADWAY
SALT LAKE CITY,UT84101
75-3077559 501(C)(3) 30,000       GENERAL SUPPORT
(239) VALLEY CHURCHES UNITED
9400 HIGHWAY 9
BEN LOMOND,CA950050367
77-0163322 501(C)(3) 64,250       HUMAN SERVICES
(240) VALLEY OF THE SUN JCC
12701 NORTH SCOTTSDALE ROAD
SCOTTSDALE,AZ85254
86-0622258 501(C)(3) 10,000       EDUCATION/YOUTH DEVELOPMENT
(241) VANGUARD CHARITABLE ENDOWMENT PROGRAM
PO BOX 9509
WARWICK,RI028899509
23-2888152 501(C)(3) 100,014       GENERAL SUPPORT
(242) VENTANA WILDERNESS ALLIANCE
PO BOX 506
SANTA CRUZ,CA950610506
77-0532467 501(C)(3) 7,509       ENVIRONMENT
(243) VENTANA WILDLIFE SOCIETY
9699 BLUE LARKSPUR LANE
MONTEREY,CA93940
94-2795935 501(C)(3) 81,000       GENERAL SUPPORT
(244) VETS 4 VETS SANTA CRUZ
842 FRONT ST
SANTA CRUZ,CA95060
45-3697584 501(C)(3) 21,833       HUMAN SERVICES
(245) VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED
3315 MISSION DRIVE
SANTA CRUZ,CA95065
94-1196206 501(C)(3) 6,000       GENERAL SUPPORT
(246) VOLUNTEER CENTER OF SANTA CRUZ COUNTY
1740 17TH AVENUE
SANTA CRUZ,CA95062
94-1702678 501(C)(3) 124,253       HUMAN SERVICES
(247) WADDELL CREEK ASSOCIATION
3600 HIGHWAY 1
DAVENPORT,CA95017
77-0115302 501(C)(3) 5,500       ENVIRONMENT
(248) WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS
9390 N SANTA MONICA BLVD
BEVERLY HILLS,CA90210
95-4467830 501(C)(3) 8,500       ARTS, HISTORY, AND CULTURE
(249) WALNUT AVENUE FAMILY & WOMEN'S CENTER
303 WALNUT AVE
SANTA CRUZ,CA95060
94-1186197 501(C)(3) 51,750       HEALTH
(250) WARMING CENTER PROGRAM
PO BOX 462
SANTA CRUZ,CA95061
82-2706806 501(C)(3) 5,500       HUMAN SERVICES
(251) WATSONVILLE FILM FESTIVAL
PO BOX 172
WATSONVILLE,CA950770172
81-3138376 501(C)(3) 22,960       ARTS, HISTORY, AND CULTURE
(252) WATSONVILLE HIGH SCHOOL FOUNDATION
17 HAWTHORNE AVE
WATSONVILLE,CA95076
77-0008389 501(C)(3) 9,758       EDUCATION/YOUTH DEVELOPMENT
(253) WATSONVILLE LAW CENTER
315 MAIN STREET
WATSONVILLE,CA95076
20-8157214 501(C)(3) 35,900       HUMAN SERVICES
(254) WATSONVILLE ROTARY FOUNDATION
PO BOX 282
WATSONVILLE,CA950770282
94-2577900 501(C)(3) 5,500       COMMUNITY DEVELOPMENT
(255) WATSONVILLE WETLANDS WATCH
500 HARKINS SLOUGH ROAD
WATSONVILLE,CA950199453
77-0519882 501(C)(3) 32,929       ENVIRONMENT
(256) WEST VALLEY COMMUNITY SERVICES OF SANTA CLARA COUNTY INC
10104 VISTA DRIVE
CUPERTINO,CA95014
94-2211685 501(C)(3) 65,000       GENERAL SUPPORT
(257) WHARF TO WHARF RACE
PO BOX 307
CAPITOLA,CA950100307
77-0061106 501(C)(3) 9,000       EDUCATION/YOUTH DEVELOPMENT
(258) WILDAID INC
333 PINE STREET
SAN FRANCISCO,CA94104
20-3644441 501(C)(3) 50,000       ENVIRONMENT
(259) WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NW
WASHINGTON,DC20009
27-3521132 501(C)(3) 6,100       GENERAL SUPPORT
(260) WORLD WILDLIFE FUND
1250 24TH ST NW
WASHINGTON,DC200907180
52-1693387 501(C)(3) 51,000       ENVIRONMENT
(261) XERCES SOCIETY INC
PO BOX 97387
WASHINGTON,DC20090
51-0175253 501(C)(3) 10,000       COMMUNITY DEVELOPMENT
(262) Y360
PO BOX 26479
COLORADO SPRINGS,CO80936
84-1300954 501(C)(3) 13,750       HUMAN SERVICES
(263) YMCA OF THE REDWOODS CAMP CAMPBELL
16275 HWY 9
BOULDER CREEK,CA95006
94-1156318 501(C)(3) 20,000       EDUCATION/YOUTH DEVELOPMENT
(264) YOUR FUTURE IS OUR BUSINESS
400 ENCINAL STREET
SANTA CRUZ,CA95060
77-0563559 501(C)(3) 11,000       EDUCATION/YOUTH DEVELOPMENT
(265) YOUTH NOW
124 EAST LAKE AVENUE
WATSONVILLE,CA95076
27-0741964 501(C)(3) 47,900       EDUCATION/YOUTH DEVELOPMENT
(266) YWCA OF WATSONVILLE
340 EAST BEACH STREET
WATSONVILLE,CA95076
94-1212142 501(C)(3) 10,426       HEALTH
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
265
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
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) FELLOWSHIPS 4 80,000      
(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) 2020



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
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) 2020

Schedule J (Form 990) 2020
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)
232,950
-------------
0
0
-------------
0
0
-------------
0
14,100
-------------
0
7,228
-------------
0
254,278
-------------
0
0
-------------
0
2SUSAN FARRAR
CHIEF OPERATING & FINANCIAL OFFICER
(i)

(ii)
166,306
-------------
0
0
-------------
0
0
-------------
0
10,394
-------------
0
21,939
-------------
0
198,639
-------------
0
0
-------------
0
3TIM CARSON
PROGRAM DIRECTOR - RWMF
(i)

(ii)
138,000
-------------
0
0
-------------
0
0
-------------
0
8,280
-------------
0
18,469
-------------
0
164,749
-------------
0
0
-------------
0
4SAM LEASK
PHILANTHRPIC SERVICES DIRECTOR
(i)

(ii)
142,867
-------------
0
0
-------------
0
0
-------------
0
8,572
-------------
0
10,284
-------------
0
161,723
-------------
0
0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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) 2020

Additional Data


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Software Version:  

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
2020
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 2019, 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 2019, 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              
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2020

Schedule K (Form 990) 2020
Page 2
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            
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            
Schedule K (Form 990) 2020

Schedule K (Form 990) 2020
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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? ........                
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) 2020

Additional Data


Software ID:  
Software Version:  

SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
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 82 9,228,248 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which 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) (2020)
Schedule M (Form 990) (2020)
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) (2020)

Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
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 82,212. REFUND OF PRIOR YEAR GRANT EXPENSE 26,150.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


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
2020
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 155,306 2,786,665 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) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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 376,479 BOOK VALUE
(2) REGIONAL WATER MANAGEMENT FOUNDATION

D 232,463 BOOK VALUE




Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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) 2020

Additional Data


Software ID:  
Software Version: