2024-11-08T19:05:12-06:00 2024-06-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2023-07-01 364777648 THE SAN BRUNO COMMUNITY FOUNDATION SANB 6507630775 901 SNEATH LANE 209 SAN BRUNO CA 94066 MALISSA NETANE-JONES PRESIDENT 6507630775 2024-11-08 1 0 LANCE SMITH P00696626 4152236130 2023 2024-10-15 13:58:12Z MALISSA NETANE-JONES 901 SNEATH LANE 209 SAN BRUNO CA 94066 13836211 0 X HTTP://WWW.SBCF.ORG X 2013 CA TO SERVE THE SAN BRUNO COMMUNITY BY INVESTING IN PROJECTS, PROGRAMS, SERVICES, AND FACILITIES THAT HAVE SIGNIFICANT AND LASTING BENEFITS. THROUGH MAKING GRANTS, LEVERAGING PARTNERSHIPS, AND TAKING ADVANTAGE OF OTHER RESOURCES, THE ORGANIZATION ASSISTS AND ENABLES THE COMMUNITY TO MAXIMIZE SHARED INVESTMENTS AND REALIZE THEIR SUBSEQUENT ENHANCEMENTS AND BENEFITS. 6 6 2 43 0 0 101736 2700 0 0 610999 1994716 0 30000 712735 2027416 2535000 812500 0 0 255209 266117 0 0 0 278538 224072 3068747 1302689 -2356012 724727 36779650 30599587 9654822 1685321 27124828 28914266 X TO SERVE THE SAN BRUNO COMMUNITY BY INVESTING IN PROJECTS, PROGRAMS, SERVICES, AND FACILITIES THAT HAVE SIGNIFICANT AND LASTING BENEFITS. THROUGH MAKING GRANTS, LEVERAGING PARTNERSHIPS, AND TAKING ADVANTAGE OF OTHER RESOURCES, THE ORGANIZATION ASSISTS AND ENABLES THE COMMUNITY TO MAXIMIZE SHARED INVESTMENTS AND REALIZE THEIR SUBSEQUENT ENHANCEMENTS AND BENEFITS. 0 0 225198 160000 THROUGH THE CRESTMOOR NEIGHBORHOOD MEMORIAL SCHOLARSHIP, THE FOUNDATION HONORS THE COMMUNITY MEMBERS WHO MOST DIRECTLY ENDURED THE DESTRUCTION OF THE SEPTEMBER 9, 2010, GAS PIPELINE EXPLOSION AND INVESTS IN SAN BRUNO'S NEXT GENERATION OF LEADERS. IN 2024, THE FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO TEN SAN BRUNO STUDENTS WHO HAVE DEMONSTRATED A STRONG COMMITMENT TO THE SAN BRUNO COMMUNITY. 434797 350000 AS PART OF ITS STRATEGIC GRANTMAKING EFFORTS, THE FOUNDATION IDENTIFIES AND PROACTIVELY ADDRESSES SPECIFIC COMMUNITY NEEDS THROUGH INVESTMENTS IN PROGRAMS, PROJECTS, AND COMMUNITY FACILITIES. IN 2023-2024, THE FOUNDATION AWARDED ONE STRATEGIC GRANT TO THE CITY OF SAN BRUNO RELATED TO DOWNTOWN BEAUTIFICATION. 385839 302500 THE COMMUNITY GRANTS FUND ENABLES LOCAL COMMUNITY ORGANIZATIONS TO APPLY FOR GRANTS OF UP TO $25,000 FOR PROJECTS AND PROGRAMS BENEFITING THE SAN BRUNO COMMUNITY. IN THE PROGRAM'S EIGHTH YEAR, THE FOUNDATION AWARDED 27 GRANTS TOTALING $302,500. 1045834 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X LESLIE HATAMIYA 6507630775 901 SNEATH LANE SUITE 209 SAN BRUNO CA 94066 MALISSA NETANE-JONES PRESIDENT 10.00 X X 0 0 0 JIM RUANE VICE PRESIDENT 7.00 X X 0 0 0 PAK LIN TREASURER 4.00 X X 0 0 0 RAUL GOMEZ SECRETARY 3.00 X X 0 0 0 SUPRIYA S PERRY BOARD MEMBER 3.00 X 0 0 0 IRVING TORRES BOARD MEMBER 3.00 X 0 0 0 BELINDA WONG BOARD MEMBER 3.00 X 0 0 0 LESLIE HATAMIYA EXECUTIVE DIRECTOR 40.00 X 206991 0 10607 206991 0 10607 1 0 1 0 0 2700 2700 1046947 1046947 12756564 11808795 947769 947769 947769 MISC REVENUE - CANCELLED GRANT 900099 30000 30000 30000 2027416 30000 0 1994716 652500 652500 160000 160000 212145 141338 70807 26731 26731 10607 6350 4257 214 128 86 16420 9831 6589 29349 11823 17526 32970 32970 85675 85675 10381 7307 3074 3364 2187 1177 2438 1691 747 17009 11797 5212 5280 196 5084 17793 17793 PRINTING AND POSTAGE 18399 13955 4444 1414 1414 1302689 1045834 256855 0 206708 184610 212014 51290 16605 14746 36314509 30335486 29814 13455 36779650 30599587 35730 23281 9590187 1649494 28905 12546 9654822 1685321 X 27023628 28913066 101200 1200 27124828 28914266 36779650 30599587 724727 1064711 0 X X 0 1 X 1 0 X X 1 CITY OF SAN BRUNO 946000414 6 1 352500 0 1 352500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: THE FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES (WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(C)(3)) BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT, OR TO CARRY OUT THE PURPOSES, OF ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO, THE CITY OF SAN BRUNO, THAT: (I) BENEFIT THE SAN BRUNO COMMUNITY, AND (II) ARE DESCRIBED IN EITHER (X) INTERNAL REVENUE CODE SECTIONS 501(C)(4), 501(C)(5), OR 501(C)(6) BUT ONLY IF THEY WOULD BE DESCRIBED IN INTERNAL REVENUE CODE SECTION 509(A)(2) WERE THEY ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3), OR (Y) INTERNAL REVENUE CODE SECTIONS 509(A)(1) OR (A)(2). 21212980 2486682 372843 23326819 19804108 1694809 285937 21212980 22908701 -2791661 312932 19804108 18346430 4857952 295681 22908701 17980690 683250 317510 18346430 1.00000 0 0 0 LEASE LIABILITY 12546 12546 3006452 1064711 1064711 1941741 85675 85675 2027416 1217014 0 1217014 85675 85675 1302689 PART V, LINE 4: INCOME FROM THE ORGANIZATION'S ENDOWMENT FUNDS IS TO BE USED ONLY TO SUPPLEMENT ITS OPERATING INCOME. THIS YEAR, INCOME FROM THE ORGANIZATION'S ENDOWMENT FUNDS WERE DESIGNATED TO FUND THE COMMUNITY GRANTS FUND AND THE CRESTMOOR SCHOLARSHIP. 1 ART IN ACTION 1755 EAST BAYSHORE RD STE 24A REDWOOD CITY CA 94063 943342383 501(C)(3) 12000 0 ARTS EDUCATION CASA OF SAN MATEO COUNTY 330 TWIN DOLPHIN DRIVE SUITE 139 REDWOOD CITY CA 94065 043849393 501(C)(3) 15000 0 SAN BRUNO FOSTER AND JUVENILE YOUTH CATALINO TAPIA SCHOLARSHIP FOUNDATION 727 INDUSTRIAL ROAD SUITE 117 SAN CARLOS CA 94064 810579134 501(C)(3) 10000 0 EDUPATH FOR SCHOLARS CITY OF SOUTH SAN FRANCISCO 840 WEST ORANGE SOUTH SAN FRANCISCO CA 94080 946000435 170(B)(1)(A) 6000 0 PROJECT READ'S LEARNING WHEELS ON THE ROAD TO SUCCESS CORA (COMMUNITY OVERCOMING RELATIONSHIP ABUSE) 2211 PALM AVENUE SAN MATEO CA 94403 942481188 501(C)(3) 25000 0 CRISIS SUPPORT SERVICES FOR DV VICTIMS/SURVIVORS EACH GREEN CORNER PO BOX 764 SAN CARLOS CA 94070 833320257 501(C)(3) 12500 0 LIVING CAMPUS - FOOD EXPLORERS JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA INC 1212 BROADWAY PLAZA SUITE 2100 WALNUT CREEK CA 94596 941322179 501(C)(3) 7500 0 INSPIRING ECONOMIC EMPOWERMENT FOR SB YOUTH LEGAL AID SOCIETY OF SAN MATEO COUNTY 330 TWIN DOLPHIN DRIVE SUITE 123 REDWOOD CITY CA 94065 941451894 501(C)(3) 10000 0 HOMESAVERS PROGRAM LIFEMOVES 181 CONSTITUTION DRIVE MENLO PARK CA 94025 770160469 501(C)(3) 12500 0 HOMELESS OUTREACH TEAM IN SB MINDFUL LIFE PROJECT 1001 CANAL BLVD SUITE A-0 RICHMOND CA 94804 475066819 501(C)(3) 20000 0 MENTAL HEALTH & WELLNESS PROGRAMMING FOR BELLE AIR & ALLEN ELEMENTARY SCHOOLS MUSIC FOR MINORS INC 200 INDUSTRIAL ROAD SUITE 195 SAN CARLOS CA 94070 942494433 501(C)(3) 15000 0 IN-SCHOOL MUSIC EDUCATION RENAISSANCE ENTREPRENUERSHIP CENTER 275 5TH STREET SAN FRANCISCO CA 94103 942793122 501(C)(3) 12500 0 BUILDING ECONOMIC VIBRANCY IN DOWNTOWN SB SAN BRUNO COMMUNITY GARDENS INC 2490 CRESTMOOR DR SAN BRUNO CA 94066 933492093 501(C)(3) 15000 0 COMMUNITY GARDEN CAPITAL IMPROVEMENT SAN BRUNO EDUCATION FOUNDATION PO BOX 175 SAN BRUNO CA 94066 201051818 501(C)(3) 16500 0 PARKSIDE DC TRIP SCHOLARSHIPS SAN BRUNO LIONS FOUNDATION PO BOX 242 SAN BRUNO CA 94066 453360544 501(C)(3) 7000 0 HOLIDAY FOOD BASKETS SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT 3401 CSM DR SAN MATEO CA 94402 201670207 170(B)(1)(A) 15000 0 BAEC OF SKYLINE COLLEGE ACCELERATE FELLOWSHIP SAN MATEO UNION HIGH SCHOOL DISTRICT 650 N DELAWARE STREET SAN MATEO CA 94401 942700919 170(B)(1)(A) 15000 0 CAPUCHINO SUMMER BRIDGE EXPANSION SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 942614101 501(C)(3) 15000 0 ALLEVIATING HUNGER IN SAN BRUNO SONRISAS DENTAL HEALTH INC 430 N EL CAMINO REAL SAN MATEO CA 94401 943390196 501(C)(3) 15000 0 ADULT ACCESS TO CARE STARVISTA 610 ELM STREET SUITE 212 SAN CARLOS CA 94070 943094966 501(C)(3) 10000 0 CRISIS INTERVENTION & SUICIDE PREVENTION SCHOOL PRESENTATIONS THE LOWEN SOCCER CLUB 851 CHERRY AVE SAN BRUNO CA 94066 812992304 501(C)(3) 6000 0 SOCCER SCHOLARSHIPS UPWARD SCHOLARS 855 JEFFERSON AVE BOX 506 REDWOOD CITY CA 94064 454128140 501(C)(3) 7500 0 ECONOMIC MOBILITY FOR ADULT IMMIGRANTS CITY OF SAN BRUNO 567 EL CAMINO REAL SAN BRUNO CA 94066 946000414 170(B)(1)(A) 350000 0 DOWNTOWN BEAUTIFICATION SCHOLARSHIP 10 160000 PART I, LINE 2: MOST GRANTEES ARE REQUIRED, WITHIN 60 DAYS OF THE END OF THE GRANT PERIOD, TO SUBMIT A GRANT REPORT FORM THAT REQUIRES GRANTEES TO CERTIFY COMPLIANCE WITH THE GRANT REQUIREMENTS, PROVIDE A STATEMENT OF REVENUES AND EXPENDITURES, AND PROVIDE A WRITTEN NARRATIVE EXPLAINING THE OUTCOMES AND ACCOMPLISHMENTS OF THE USE OF THE GRANT FUND. SOME STRATEGIC GRANTS, INCLUDING THOSE RELATED TO THE RECREATION AND AQUATIC CENTER PROJECT AND THE MUSIC EDUCATION STRATEGIC INITIATIVE, REQUIRE GRANTEES TO SUBMIT GRANT REPORTS ON A QUARTERLY OR ANNUAL BASIS. IN ADDITION, WITH REGARD TO GRANTS MADE TO THE CITY OF SAN BRUNO, SBCF STAFF HAS REGULAR MEETINGS WITH CITY STAFF TO RECEIVE UPDATES ON PROGRESS OF GRANT PROJECTS. X X X 0 0 0 0 0 0 0 0 0 LESLIE HATAMIYA EXECUTIVE DIRECTOR 206991 0 0 0 0 0 10607 0 0 0 217598 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE SAN BRUNO CITY COUNCIL CONSTITUTES "OTHER PERSONS" WHO HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B UNDER ARTICLE XVI OF THE FOUNDATION'S BYLAWS, IN ADDITION TO THE SAN BRUNO CITY COUNCIL HAVING THE AUTHORITY TO DESIGNATE AND REMOVE DIRECTORS PURSUANT TO ARTICLE V, THE FOLLOWING ACTIONS REQUIRE APPROVAL BY THE CITY COUNCIL: (A) ANY CHANGE IN THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (B) ADOPTION, AMENDMENT OR REPEAL OF THE CORPORATION'S INVESTMENT POLICY AND ITS SPENDING POLICY; (C) THE CORPORATION'S ANNUAL BUDGET; (D) ADOPTION, AMENDMENT OR REPEAL OF THE CORPORATION'S GRANT POLICIES; (E) ELECTION OF OFFICERS OF THE CORPORATION; (F) ANY AGREEMENT FOR THE MANAGEMENT OF THE AFFAIRS OF THE CORPORATION; (G) ACQUISITION OF REAL ESTATE OR OF ANY PROJECT THAT WOULD REQUIRE THE USE OF CITY PROPERTY OR RESOURCES; (H) INCURRENCE OF INDEBTEDNESS BY THE CORPORATION IN EXCESS OF $25,000; (I) AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY ("AFFILIATION" MEANING ANY ARRANGEMENT WHEREBY THE CORPORATION CONTROLS, IS CONTROLLED BY OR IS UNDER COMMON CONTROL WITH ANY OTHER ENTITY OR ANY OTHER SIMILAR ARRANGEMENT) FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND ACCOUNTING CONSULTANT PROVIDE ALL REQUESTED INFORMATION TO THE CERTIFIED PUBLIC ACCOUNTING FIRM RETAINED TO CONDUCT THE FOUNDATION'S ANNUAL AUDIT AND PREPARE ITS TAX FORMS. AFTER THE CPAS PREPARE A FIRST DRAFT OF THE FORM 990, THE EXECUTIVE DIRECTOR AND ACCOUNTING CONSULTANT CAREFULLY REVIEW THE COMPLETED FORM 990 AND PROVIDE THE CPAS WITH ANY CORRECTIONS, EDITS, OR CHANGES. ONCE THE EXECUTIVE DIRECTOR AND ACCOUNTING CONSULTANT SIGN OFF ON THE FORM 990, THE DRAFT IS CIRCULATED TO THE ENTIRE BOARD OF DIRECTORS. THE PRESIDENT AND AUDIT COMMITTEE CHAIR ARE ASKED TO CAREFULLY REVIEW THE FORM 990 AND PROVIDE ANY FEEDBACK. ONCE A FINAL DRAFT IS FINALIZED, THE PRESIDENT OR AUDIT COMMITTEE CHAIR SIGNS OFF ON THE FORM 990 ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AS PART OF THE FOUNDATION'S GRANT AND SCHOLARSHIP PROGRAMS, THE EXECUTIVE DIRECTOR AND OUTSIDE COUNSEL ASKED DIRECTORS TO DISCLOSE ANY POTENTIAL CONFLICTS AND, AS APPROPRIATE, INDIVIDUALLY SPOKE WITH EACH DIRECTOR TO DISCUSS POTENTIAL CONFLICTS TO PREVENT ACTUAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A IN DETERMINING THE COMPENSATION FOR THE FIRST EXECUTIVE DIRECTOR, THE BOARD OF DIRECTORS RETAINED THE SERVICES OF SULLIVAN COTTER & ASSOCIATES, AN EXECUTIVE COMPENSATION CONSULTING FIRM. THE COMPENSATION CONSULTANTS PREPARED AN INDEPENDENT REPORT AS REQUIRED BY STATE LAW THAT IDENTIFIED THE RANGE OF REASONABLE COMPENSATION FOR THE EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS. THE COMPENSATION PAID TO THE EXECUTIVE DIRECTOR WAS WITHIN THAT RANGE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION BOARD ADOPTED THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND APPROVED MONTHLY FINANCIAL STATEMENTS AND ANNUAL AUDITED FINANCIAL STATEMENTS IN OPEN SESSION UNDER THE BROWN ACT. ALL BOARD MEETING PACKETS AND MINUTES ARE POSTED AND REMAIN ON THE FOUNDATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND FORM 990S ARE ALSO INDIVIDUALLY POSTED ON THE FOUNDATION'S WEBSITE. PART XII, LINE 2C THE AUDIT COMMITTEE ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. CITY OF SAN BRUNO 567 EL CAMINO REAL SAN BRUNO CA 94066 946000414 TO SERVE THE SAN BRUNO COMMUNITY CA N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CITY OF SAN BRUNO B 352500 CASH