Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 875,557 | 919,553 | 1,083,569 | 1,315,863 | 1,389,966 | 5,584,508 |
| 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 | 875,557 | 919,553 | 1,083,569 | 1,315,863 | 1,389,966 | 5,584,508 |
| 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) .. | 1,738,330 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,846,178 | |||||
Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 875,557 | 919,553 | 1,083,569 | 1,315,863 | 1,389,966 | 5,584,508 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 10,772 | 8,476 | 72,258 | 76,486 | 75,759 | 243,751 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 5,828,259 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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 on 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2021 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-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE CALIFORNIA 4-H FOUNDATION IS TO STRENGTHEN THE IMPACT OF LOCAL 4-H EFFORTS THROUGHOUT CALIFORNIA BY RAISING FUNDS FOR ACTIVITIES OF THE UNIVERSITY OF CALIFORNIA 4-H YOUTH DEVELOPMENT PROGRAM STATEWIDE, AND IN COUNTIES AND CITIES ACROSS CALIFORNIA. THE UNIVERSITY OF CALIFORNIA 4-H YOUTH DEVELOPMENT PROGRAM ENGAGES YOUTH IN REACHING THEIR FULLEST POTENTIAL WHILE ADVANCING THE FIELD OF POSITIVE YOUTH DEVELOPMENT. |
| FORM 990 | OTHER INFORMATION RELATING TO DESIGNATED DONATIONS AND OPERATING COSTS: A MAJORITY OF THE OF DONATIONS MADE TO THE CALIFORNIA 4-H FOUNDATION GO BACK TO THE 4-H COUNTY, PROGRAM, COUNCIL, OR CLUB WHERE THE DONOR DESIGNATES. THE CALIFORNIA 4-H FOUNDATION IS AN OFFICIAL SUPPORT GROUP OF THE UNIVERSITY OF CALIFORNIA. THE UNIVERSITY OF CALIFORNIA SUBSIDIZES A PORTION OF THE CALIFORNIA 4-H FOUNDATION'S OVERHEAD COSTS INCLUDING STAFF SALARIES AND OPERATING COSTS. THIS SUBSIDY IS A PERCENTAGE OF THE ESTIMATED OPERATING COSTS OF THE FOUNDATION. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE FOUNDATION RAISES PRIVATE FUNDS TO SUPPORT, STRENGTHEN, AND GROW THE UNIVERSITY OF CALIFORNIA 4-H YOUTH DEVELOPMENT PROGRAM OFFERED IN COMMUNITIES ACROSS THE STATE. THE FOUNDATION ALSO WORKS WITH 4-H STAFF AND VOLUNTEERS TO STRENGTHEN FUNDRAISING CAPACITY STATEWIDE AND IN LOCAL COMMUNITIES BY PROVIDING TRAINING AND ASSISTANCE IN FUNDRAISING AND FUND DEVELOPMENT PLANNING. THE FOUNDATION PROVIDES MARKETING SUPPORT TO INCREASE AWARENESS ABOUT THE DEPTH AND BREADTH OF 4-H PROGRAMING AND THE IMPACTS ACHIEVED BY 4-H FOR INDIVIDUAL CHILDREN, FAMILIES, AND COMMUNITIES IN CALIFORNIA. THE MISSION OF THE UNIVERSITY OF CALIFORNIA 4-H YOUTH DEVELOPMENT PROGRAM IS TO ENGAGE YOUTH IN REACHING THEIR FULLEST POTENTIAL WHILE ADVANCING THE FIELD OF YOUTH DEVELOPMENT. APPROXIMATELY 50,000 YOUTH BETWEEN THE AGES OF 5 TO 19 SUPPORTED BY OVER 6,000 TEEN AND ADULT VOLUNTEERS PARTICIPATE IN 4-H THROUGH A VARIETY OF PROGRAMS INCLUDING CLUB-BASED PROJECTS, COMMUNITY SERVICE ACTIVITIES, CAMPS, CONFERENCES, AND SCHOOL ENRICHMENT PROGRAMS TAILORED TO MEET THE NEEDS OF DIVERSE COMMUNITIES AND POPULATIONS ACROSS CALIFORNIA. ALL 4-H PROGRAMS ARE DESIGNED TO CREATE LARGE AND DIVERSE CORPS OF ARTICULATE AND COMPASSIONATE YOUNG LEADERS GROUNDED IN RESEARCH-BASED KNOWLEDGE OF THE ISSUES AFFECTING OUR WORLD TODAY, SUCH AS CLIMATE CHANGE, WATER USAGE, ALTERNATIVE ENERGY, FOOD SAFETY, AGRICULTURAL AND ENVIRONMENTAL SCIENCE, TECHNOLOGY, AND COMMUNITY ENGAGEMENT. 4-H DEVELOPS LEADERSHIP, CITIZENSHIP, AND LIFE SKILLS IN ITS PARTICIPANTS AT EVERY LEVEL FROM THE CHILDREN WHO PARTICIPATE TO THE TEENS AND ADULT VOLUNTEERS WHO SUPPORT THEM. THE FOCUS OF ALL 4-H PROGRAMS IS POSITIVE YOUTH DEVELOPMENT THROUGH ACTIVITIES IN SCIENCE, TECHNOLOGY, ENGINEERING, MATH, HEALTHY LIVING, AND CITIZENSHIP. 4-H PROGRAMS ARE DISTINGUISHED BY A COMBINATION OF ESSENTIAL ELEMENTS: -PROVIDING OPPORTUNITIES FOR YOUTH AND YOUNG ADULTS TO PRACTICE LEADERSHIP BY BEING A LEADER IN A VARIETY OF CONTEXTS AND SETTINGS; -PROMOTING POSITIVE YOUTH-ADULT PARTNERSHIPS THAT FOSTER SHARED DECISION MAKING; -LEARNING-BY-DOING THROUGH RESEARCH-BASED ACTIVITIES THAT PROMOTE INQUIRY AND EXPERIENTIAL LEARNING; AND -PROMOTING AND SUPPORTING CIVIC ENGAGEMENT AND CONTRIBUTION TO ONE'S SELF, COMMUNITY, AND THE WORLD. |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE CALIFORNIA 4-H FOUNDATION, AN INDEPENDENT 501(C)(3) ENTITY, IS AN OFFICIALLY RECOGNIZED SUPPORT GROUP OF THE UNIVERSITY OF CALIFORNIA AND OPERATES WITHIN THE DIVISION OF AGRICULTURE AND NATURAL RESOURCES (UCANR). FOUNDATION STAFF MEMBERS ARE PART OF THE LARGER UCANR DEVELOPMENT SERVICES TEAM,AND THEREFORE THE UNIVERSITY PROVIDES FUNDING TO SUPPORT THE OPERATIONS AND FUNDRAISING COSTS OF THE FOUNDATION. THE FOUNDATION'S PRIMARY ROLE IS TO RAISE PRIVATE SUPPORT FOR THE STATEWIDE AND LOCAL COUNTY UNIVERSITY OF CALIFORNIA 4-H PROGRAMS. THE FOUNDATION HAS A BOARD OF DIRECTORS WHO WORKS CLOSELY WITH FOUNDATION DIRECTOR TO HELP RAISE RESOURCES FOR AND AWARENESS ABOUT THE CALIFORNIA 4-H PROGRAM. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY THE BOARD OF DIRECTORS REVIEWS THE POLICY TO VERIFY THERE ARE NO CONFLICTS AND SIGNS THE POLICY. IF A MEMBER OF THE BOARD HAS A CONFLICT WITH RESPECT TO A TRANSACTION THEY ARE NOT ALLOWED TO VOTE ON THE TRANSACTION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | ADDITIONAL SUPPORT 204,317 REVIEW OF THE PRESENTATION OF RESTRICTED DONATIONS REVEALED THAT RESTRICTED DONATIONS HAD BEEN IMPROPERLY PRESENTED IN THE PRIOR YEAR. PREVIOUSLY,RESTRICTED DONATIONS WERE PRESENTED AS ACCOUNTS PAYABLE RATHER THAN RESTRICTED NET ASSETS AS REQUIRED BY GAAP. ACCORDINGLY, THE ORGANIZATION RESTATED ITS RESULTS FOR THE YEAR ENDED JUNE 30, 2021. THE EFFECT OF THE RESTATEMETN WAS TO DECREASE NET INCOME FOR FYE 2021 BY 52,994. NET ASSETS AT THE END OF FY 2021 INCREASED BY 204,317 FOR THE EFFECTS OF THE RESTATEMENT. |
| Software ID: | |
| Software Version: |