2024-02-06T16:01:10-06:00 2023-03-31 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-04-01 871782380 THREE VALLEYS COMMUNITY FOUNDATION THRE 9254374002 5960 INGLEWOOD DRIVE SUITE 201 PLEASANTON CA 94588 PATRICK O'BRIEN TREASURER 9256001966 2024-02-06 1 PATRICK OBRIEN 999009999 0 EDWARD FAHEY P00194561 4157774488 2024-02-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK O'BRIEN 5960 INGLEWOOD DRIVE SUITE 201 PLEASANTON CA 94588 1854928 0 X HTTPS://3VCF.ORG/ X 2021 CA THREE VALLEYS COMMUNITY FOUNDATION'S MISSION IS TO STRENGTHEN THE TRI VALLEY REGION THROUGH INCLUSIVE LEADERSHIP, THOUGHTFUL FUNDING, INFORMED GIVING, AND COLLABORATIVE ACTION. 10 10 1 9 0 0 313542 1809283 0 0 377 18736 -1617 26909 312302 1854928 80000 265394 0 0 10100 95417 0 0 0 33395 166645 123495 527456 188807 1327472 186804 1521793 0 0 186804 1521793 X THREE VALLEYS COMMUNITY FOUNDATION'S MISSION IS TO STRENGTHEN THE TRI VALLEY REGION THROUGH INCLUSIVE LEADERSHIP, THOUGHTFUL FUNDING, INFORMED GIVING, AND COLLABORATIVE ACTION. 0 0 265394 265394 3VCF PROVIDES DIRECT SUPPORT TO COMMUNITY ORGANIZATIONS. THREE VALLEY COMMUNITY FOUNDATION CONTINUED TO PROVIDE STRONG DONOR ENGAGEMENT, NONPROFIT CONNECTIONS AND COMMUNITY GRANTMAKING OPPORTUNITIES IN THE 2022/2023 TIMEFRAME. EXAMPLES INCLUDE: ONGOING FISCAL SUPPORT FOR THE WE ARE PLEASANTON COMMUNITY GROUP. 3VCF WORKED CLOSELY WITH THIS GRASSROOTS ORGANIZATION TO HELP SECURE MORE THAN $225,000 IN LOCAL DONATIONS FOR CAPITAL IMPROVEMENTS AT FOOTHILL HIGH SCHOOL IN PLEASANTON. ONGOING FISCAL SUPPORT FOR THE DANVILLE YOUTH MENTAL HEALTH OUTREACH INITIATIVE, LAUNCHED IN FALL 2022 TO SUPPORT ORGANIZATIONS ADDRESSING YOUTH MENTAL HEALTH ISSUES. ONGOING FISCAL SUPPORT FOR STORIES FROM PLEASANTON'S PAST: POWERING THE FUTURE, LAUNCHED BY LOCAL COMMUNITY LEADERS TO SUPPORT THE AMADOR VALLEY HIGH SCHOOL JOURNALISM PROGRAM. IN RESPONSE TO THE UNPRECEDENTED LOCAL FLOODS IN THE GREATER SUNOL AREA, 3VCF LAUNCHED AN EMERGENCY FUND - THE SUNOL RELIEF AND RECOVERY FUND, RAISING MORE THAN $25,000 IN DONATIONS AND GRANTS TO ASSIST LOCAL REBUILDING EFFORTS. 3VCF CONTINUED MANAGEMENT OF THE PLEASANTON WEEKLY HOLIDAY FUND, RAISING MORE THAN $83,000 FOR TEN LOCAL NONPROFIT ORGANIZATION. AS PART OF 3VCF'S COMMITMENT TO THE COMMUNITY, DIRECT FUND EXPENSES FOR EACH OF THESE CAMPAIGNS WAS ABSORBED BY THE ORGANIZATION SO THAT 100 PERCENT OF ALL INDIVIDUAL DONATIONS COULD GO DIRECTLY TO THE CAUSE. IN ADDITION, 77 UNIQUE DONORS, CORPORATIONS AND GOVERNMENT ENTITIES CONTRIBUTED TO 3VCF'S UNRESTRICTED 'FOUNDING CHAMPION' FUND TO PROVIDE ADDITIONAL SUPPORT FOR ADMINISTRATIVE AND ORGANIZATIONAL EXPENSES. 54774 IN ADDITION TO THE COMMUNITY GRANTMAKING IDENTIFIED ABOVE, 3VCF PARTNERS ON SEVERAL PRIVATE DONOR ADVISED FUNDS (DAFS) THESE INDIVIDUAL FUNDS PROVIDE DONORS WITH THE ABILITY TO SUPPORT LOCAL INTERESTS AND QUALIFIED NON-PROFIT ORGANIZATIONS. 3VCF PROVIDES THE DUE-DILIGENCE OVERSITE REQUIRED WITH THE FUND DISTRIBUTIONS, EVEN INCUBATION SERVICES TO TECHNOLOGY. 320168 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X COMMUNITY FOUNDATION OF SAN JOAQUIN 2099432375 6731 HERNDON PL STOCKTON CA 95219 JOHN SENSIBA BOARD CHAIRMAN 1.00 X X 0 0 0 SUSAN M HOUGHTON DIRECTOR/ SECRETARY 1.00 X X 0 0 0 PATRICK O'BRIEN TREASURER/ CFO 1.00 X X 0 0 0 KENNETH G COOPER DIRECTOR 0.50 X 0 0 0 JIEXING MARGARET LIANG DIRECTOR 0.50 X 0 0 0 CHRISTINE WENTE DIRECTOR 0.50 X 0 0 0 STEVE MCCOY-THOMPSON DIRECTOR 0.50 X 0 0 0 DR KELLY BOWERS CHIEF EXECUTIVE OFFICER 30.00 X X 26563 0 0 COLLEEN GREGERSON DIRECTOR 0.50 X 0 0 0 JUDY LLOYD DIRECTOR 0.50 X 0 0 0 NELSON FIALHO INTERIM CHIEF EXECUTIVE OFFICER 20.00 X 31600 0 0 58163 0 0 0 0 0 0 0 150000 1659283 1809283 18736 18736 GAIN ON POOLED INVESTM 900001 19540 19540 OTHER INCOME 900001 7369 7369 26909 1854928 0 0 45645 265394 265394 81330 81330 14087 14087 30603 30603 29231 29231 41630 41630 1325 1325 2156 2156 2153 2153 FISCAL SPONSORSHIP COST 54774 54774 CREDIT CARD FEES 4049 4049 BANK FEES 616 616 TAXES AND LICENSES 108 108 527456 320168 207288 0 56714 216159 33333 99999 96757 1205635 186804 1521793 0 0 X 177393 1394074 9411 127719 186804 1521793 186804 1521793 1327472 6610 907 0 X 0 0 0 X 313542 1851071 2164613 313542 1851071 2164613 2164613 377 18736 19113 2183726 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 12 1073518 670393 35600 231296 1172789 249004 1 1 0 0 PLEASANTON PARTNERS IN EDUCATION 4659-B BERNAL AVE PLEASANTON CA 94566 943046738 501C3 225679 0 TO SUPPORT THE ORGANIZATION CITY OF PLEASANTON PO BOX 520 PLEASANTON CA 94566 6500 0 TO SUPPORT THE ORGANIZATION COUNTY OF ALAMEDA 1221 OAK STREET OAKLAND CA 94612 5617 0 TO SUPPORT THE ORGANIZATION ROTARY CLUB OF PLEASANTON 1807 SANTA RITA RD UNIT H 352 PLEASANTON CA 94566 501C3 12665 0 TO SUPPORT THE ORGANIZATION ROTARY DAF 12 GILL STREET SUITE 2600 WOBURN MA 01801 501C3 5742 0 TO SUPPORT THE ORGANIZATION 3 2 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD TREASURER BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE STEPS ARE USED TO MONITOR THE CONFLICT OF INTEREST POLICY: 1. EACH MEMBER OF THE BOARD AND THE ADVISORS SIGNS THE POLICY UPON JOINING THE BOARD OR ADVISORS. 2. THE CONFLICT-OF-INTEREST DISCLOSURE FORM IS SUBMITTED ANNUALLY. 3. COMPLIANCE WITH POLICY IS DISCUSSED REGULARLY BY THE BOARD CHAIR AT BOARD MEETINGS AND MEETINGS WITH THE ADVISORS. 4. DIRECTORS AND ADVISORS ARE ENCOURAGED TO SEEK GUIDANCE WHEN POTENTIAL CONFLICTS ARISE. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY IS AVAILABLE.