2024-10-28T16:49:45-05:00 2023-12-31 942847272 DELUCCHI HAWN LLP 333 W SANTA CLARA ST STE 750 SAN JOSE CA 951131716 990 2023-01-01 830400149 THE CATHOLIC COMMUNITY FOUNDATION CATH 4089955219 777 N 1ST ST 490 SAN JOSE CA 95112 MARY QUILICI AUMACK CEO 4089955219 2024-10-28 1 0 PETER J MALUTTA P00445699 4082862200 2024-10-28 2023 2024-10-15 13:58:12Z MARY QUILICI AUMACK 777 N 1ST ST 490 SAN JOSE CA 95112 42563977 0 X WWW.CATHOLICCF.ORG X 2004 CA THE CATHOLIC COMMUNITY FOUNDATION FACILITATES IMPACTFUL GRANTMAKING AND COLLABORATION BY CONNECTING GENEROUS DONORS WITH EFFECTIVE MINISTRIES, PROGRAMS, AND ORGANIZATIONS. 15 15 6 16 0 0 6278735 13224395 0 0 -153475 1047933 -17969 -25702 6107291 14246626 6920338 10073507 0 0 773806 728898 0 0 440076 936860 1022142 8631004 11824547 -2523713 2422079 131022050 154485161 31880026 41940696 99142024 112544465 X THE CATHOLIC COMMUNITY FOUNDATION FACILITATES IMPACTFUL GRANTMAKING AND COLLABORATION BY CONNECTING GENEROUS DONORS WITH EFFECTIVE MINISTRIES, PROGRAMS, AND ORGANIZATIONS. 0 0 8002989 7444514 FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION 1409442 1311087 FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE 1007495 937188 SUPPORT OF CATHOLIC PARISHES AND MINISTRIES 409278 380718 OTHERS 409278 380718 10829204 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 6 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 4089955219 777 N 1ST ST 490 SAN JOSE CA 95112 JIM CASHMAN BOARD MEMBER 1.00 X 0 0 0 CHARMAINE WARMENHOVEN SECRETARY 1.00 X X 0 0 0 TOM CROTTY BOARD MEMBER 1.00 X 0 0 0 BERTHA MINNIHAN CHAIR 1.00 X X 0 0 0 DOUG HANSEN BOARD MEMBER 1.00 X 0 0 0 RAYMOND J TRIPLETT BOARD MEMBER 1.00 X 0 0 0 CS PARK BOARD MEMBER 1.00 X 0 0 0 STEVE BARONI BOARD MEMBER 1.00 X 0 0 0 JENNIFER CUNEEN BOARD MEMBER 1.00 X 0 0 0 BRAD BARON BOARD MEMBER 1.00 X 0 0 0 ANNE MILLIGAN BOARD MEMBER 1.00 X 0 0 0 PAUL NORMANDIN BOARD MEMBER 1.00 X 0 0 0 DON MCGOVERN BOARD MEMBER 1.00 X 0 0 0 PATRICK WAITE TREASURER 1.00 X X 0 0 0 PAUL GENTZKOW BOARD MEMBER 1.00 X 0 0 0 ANDY ALVES BOARD MEMBER 1.00 X 0 0 0 MARY QUILICI AUMACK CEO 40.00 X 279720 0 29396 279720 0 29396 1 0 1 0 0 14500 13209895 2084295 13224395 2343169 2343169 27010157 28305393 -1295236 -1295236 -1295236 0 14500 11958 -11958 -11958 K1-JPAS ILLIQUID ASSETS 900001 -13744 -13744 -13744 14246626 1034189 0 -11958 10073507 10073507 279720 97902 181818 333339 59310 164540 109489 74051 6699 35813 31539 41788 4043 17889 19856 16720 16720 43700 43700 519159 519159 118510 3880 102313 12317 39634 700 2436 36498 4437 509 2390 1538 52283 5065 31917 15301 39999 5333 18555 16111 2568 2568 25970 25970 13191 1693 6055 5443 K1-JPAS ILLIQUID ASSETS 120443 120443 MISCELLANEOUS 14929 12 9281 5636 PRINTING AND POSTAGE 8634 916 3188 4530 K1-JPAS SEMI LIQUID 1965 1965 11824547 10829204 555267 440076 530368 378320 7648556 13313403 16089 19746 102292 102292 0 0 103646767 118705335 19038985 21945318 141285 123039 131022050 154485161 133450 132491 3000 31746576 41805205 31880026 41940696 X 41025662 42731243 58116362 69813222 99142024 112544465 131022050 154485161 2422079 10980362 0 X X 0 1 X 1 0 X 10010395 36715610 16601243 6278735 13226420 82832403 10010395 36715610 16601243 6278735 13226420 82832403 82832403 1032271 1058556 1303399 1875049 2365266 7634541 90466944 0.91560 0.92140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96 18 5563249 101580 7444514 396600 17540540 14325193 1 1 59747282 1797748 7754675 2233493 67066212 61816491 9989714 -9361040 2697883 59747282 39189056 19015197 5727729 2115491 61816491 37131946 1282811 2109256 1334957 39189056 28105983 5087320 5083737 1145094 37131946 0.24800 0.75070 0.00130 0 0 102292 102292 0 0 JPAS EMERGING MARKET 5994534 F JPAS CREDIT 4265828 F JPAS STRAGEGIC 3606400 F JPAS PRIVATE EQUITY 1532546 F JPAS REAL ASSETS 2436490 F JPAS EARLY STAGE OPPORTUNITIES 418094 F JPAS VENTURE CAPITAL 425069 F JPAS IMPACT 3266357 F 21945318 BENEFICIAL ENDOWMENT 41552529 AGENCY FUNDS 144517 OPERATING LEASE LIABILITIES-ST 39958 OPERATING LEASE LIABILITIES-LT 68201 41805205 24559451 10980362 10980362 13579089 519159 148378 667537 14246626 11157010 0 11157010 519159 148378 667537 11824547 PART V, LINE 4: IN SUPPORT OF ORGANIZATIONS AND PROGRAMS IMPROVING COMMUNITY THROUGH RELIGIOUS, EDUCATIONAL AND CHARITABLE ACTIVITIES PART XI, LINE 4B - OTHER ADJUSTMENTS: K1 INCOME 148,378. PART XII, LINE 4B - OTHER ADJUSTMENTS: K1 EXPENSES 148,378. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENT IN PATNERSHIP N/A 6601000 0 0 0 0 0 0 6601000 0 6601000 0 0 0 0 0 0 1 DIOCESE OF SAN JOSE (AND ITS PARISHES) 1150 N 1ST ST STE 100 SAN JOSE CA 951124966 942734503 501(C)(3) 2042507 0 GENERAL SUPPORT ACE CHARTER SCHOOLS 1100 SHASTA AVE 250 SAN JOSE CA 95126 261570590 501(C)(3) 10000 0 GENERAL SUPPORT ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVE FLOOR 17 CHICAGO IL 606017633 133039601 501(C)(3) 5250 0 GENERAL SUPPORT AMERICAN LEADERSHIP FORUM - SILICON VALLEY 1400 PARKMOOR AVE STE 280 SAN JOSE CA 95126 943092396 501(C)(3) 5500 0 GENERAL SUPPORT BELLARMINE COLLEGE PREPARATORY 960 W HEDDING ST SAN JOSE CA 951261215 941160938 501(C)(3) 41900 0 GENERAL SUPPORT BOY SCOUTS OF AMERICA SILICON VALLEY MONTEREY BAY COUNCIL 970 W JULIAN ST SAN JOSE CA 95126 941156254 501(C)(3) 8850 0 GENERAL SUPPORT CANYON HEIGHTS ACADEMY 775 WALDO RD CAMPBELL CA 950084638 770540593 501(C)(3) 8750 0 GENERAL SUPPORT CARMELITE SISTERS 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SAN JOSE CA 951311115 941501265 501(C)(3) 6000 0 GENERAL SUPPORT CLEAR CREEK SERVICES INC 35525 NILES BLVD FREMONT CA 94536 943338685 501(C)(3) 358950 0 GENERAL SUPPORT COLUMBIA RIVER MARITIME MUSEUM 1792 MARINE DR ASTORIA OR 97103 930509906 501(C)(3) 5000000 0 GENERAL SUPPORT COUNCIL OF KOREAN AMERICANS 1100 15TH ST NW STE 400 WASHINGTON DC 20005 273496925 501(C)(3) 25000 0 GENERAL SUPPORT COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE HOLLYWOOD CA 90027 133391210 501(C)(3) 25000 0 GENERAL SUPPORT CRISTO REY SAN JOSE JESUIT HIGH SCHOOL PO BOX 5040 SAN JOSE CA 95150 462594689 501(C)(3) 148992 0 GENERAL SUPPORT CROSS CATHOLIC OUTREACH PO BOX 97168 WASHINGTON DC 200907168 651156061 501(C)(3) 7000 0 GENERAL SUPPORT DYNAMIC CATHOLIC INSTITUTE 5081 OLYMPIC BLVD ERLANGER KY 41018 264549213 501(C)(3) 5400 0 GENERAL SUPPORT FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS FOCUS PO BOX 17408 DENVER CO 80217 841522811 501(C)(3) 22000 0 GENERAL SUPPORT GOLDEN HEART FUND 4350 LA JOLLA VILLAGE DR STE 1000 SAN DIEGO CA 92122 814595320 501(C)(3) 20000 0 GENERAL SUPPORT GOOD COUNSEL 600 MEADOWLANDS PKWY STE 251 SECAUCUS NJ 07094 222831271 501(C)(3) 25000 0 GENERAL SUPPORT HARVEY MUDD COLLEGE 301 PLATT BLVD CLAREMONT CA 91711 951911219 501(C)(3) 10000 0 GENERAL SUPPORT HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 2000 P ST NW STE 310 WASHINGTON DC 20036 522050117 501(C)(3) 150000 0 GENERAL SUPPORT HOUSING INDUSTRY FOUNDATION SOBRATO CENTER FOR NONPROFITS 3460 W BAYSHORE RD STE 101 PALO ALTO CA 94303 943100671 501(C)(3) 25000 0 GENERAL SUPPORT HOWARD JARVIS TAXPAYERS FOUNDATION 23986 ALISO CREEK RD 214 LAGUNA NIGUEL CA 92677 521155794 501(C)(3) 10000 0 GENERAL SUPPORT HUNGER AT HOME 1560 BERGER DR SUITE 490 SAN JOSE CA 95112 475462753 501(C)(3) 11000 0 GENERAL SUPPORT IOLANI SCHOOL 563 KAMOKU ST HONOLULU HI 96826 990073502 501(C)(3) 10000 0 GENERAL SUPPORT JAMESTOWN COMMUNITY CENTER 2929 19TH ST SAN FRANCISCO CA 94110 943213124 501(C)(3) 78542 0 GENERAL SUPPORT JESUIT HIGH SCHOOL 1200 JACOB LANE CARMICHAEL CA 95608 941525873 501(C)(3) 14000 0 GENERAL SUPPORT JESUITS WEST PO BOX 68 LOS GATOS CA 950310068 941156486 501(C)(3) 26250 0 GENERAL SUPPORT LOAVES AND FISHES FAMILY KITCHEN 1500 BERGER DR SAN JOSE CA 95112 770370874 501(C)(3) 21350 0 GENERAL SUPPORT MARQUETTE UNIVERSITY PO BOX 7013 CAROL STREAM IL 601977013 390806251 501(C)(3) 22500 0 GENERAL SUPPORT MARTHA'S KITCHEN 311 WILLOW ST SAN JOSE CA 951103215 912091094 501(C)(3) 27800 0 GENERAL SUPPORT MISSION OF OUR LADY OF MERCY (MERCY HOME) 1140 W JACKSON BLVD CHICAGO IL 60607 362171726 501(C)(3) 25000 0 GENERAL SUPPORT NA KEIKI MAULOA 1411 OILI LOOP HONOLULU HI 96816 562673378 501(C)(3) 25000 0 GENERAL SUPPORT NOTRE DAME SAN JOSE 596 S 2ND ST SAN JOSE CA 951125707 941275235 501(C)(3) 14924 0 GENERAL SUPPORT OUR LADY OF THE ANGELS REGIONAL OFFICE 5835 W SLAUSON AVE CULVER CITY CA 902306505 951642382 501(C)(3) 25000 0 GENERAL SUPPORT PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL SUITE 1290 SACRAMENTO CA 95814 942197343 501(C)(3) 8000 0 GENERAL SUPPORT PALO ALTO MEDICAL FOUNDATION 795 EL CAMINO REAL PALO ALTO CA 94301 941156581 501(C)(3) 10000 0 GENERAL SUPPORT PRESENTATION HIGH SCHOOL 2281 PLUMMER AVE SAN JOSE CA 951254700 941562816 501(C)(3) 16400 0 GENERAL SUPPORT RELEVANT RADIO 680 BARCLAY BLVD LINCOLNSHIRE IL 60069 392003067 501(C)(3) 12200 0 GENERAL SUPPORT SACRED HEART CHURCH 529 I ST PATTERSON CA 95363 431989181 501(C)(3) 358950 0 GENERAL SUPPORT SACRED HEART NATIVITY SCHOOL 310 EDWARDS AVE SAN JOSE CA 951103005 952206754 501(C)(3) 203488 0 GENERAL SUPPORT SAINT LAWRENCE OF BRINDISI 10122 COMPTON AVE LOS ANGELES CA 90002 951781350 501(C)(3) 25000 0 GENERAL SUPPORT SAINT MARY'S COLLEGE OF CALIFORNIA 1928 SAINT MARYS RD PMB 3554 MORAGA CA 94575 941156599 501(C)(3) 6000 0 GENERAL SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 55992 0 GENERAL SUPPORT SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE CA 95134 942614101 501(C)(3) 25988 0 GENERAL SUPPORT SILICON VALLEY COMMUNITY FOUNDATION PO BOX 889235 LOS ANGELES CA 900889235 205205488 501(C)(3) 100000 0 GENERAL SUPPORT SISTERS OF THE HOLY FAMILY PO BOX 3248 FREMONT CA 945390324 941156657 501(C)(3) 10701 0 GENERAL SUPPORT SISTERS OF THE HOLY NAMES OF JESUS & MARY PO BOX 907 LOS GATOS CA 950310907 204366910 501(C)(3) 7500 0 GENERAL SUPPORT SOVEREIGN ORDER OF MALTA - WESTERN ASSOCIATION 610 16TH ST STE 410 OAKLAND CA 94612 237450840 501(C)(3) 9453 0 GENERAL SUPPORT SPARK SF PUBLIC SCHOOLS 135 VAN NESS AVE RM 119 SAN FRANCISCO CA 94102 474568396 501(C)(3) 50000 0 GENERAL SUPPORT ST FRANCIS HIGH SCHOOL 1885 MIRAMONTE AVE MOUNTAIN VIEW CA 940404098 941337628 501(C)(3) 13150 0 GENERAL SUPPORT ST RAYMONDS CATHOLIC CHURCH 1100 SANTA CRUZ AVE MENLO PARK CA 94025 941156739 501(C)(3) 6000 0 GENERAL SUPPORT ST JOSEPH FINANCIAL SERVICES 1400 E ANGELA BLVD 175 SOUTH BEND IN 46617 832660738 501(C)(3) 250000 0 GENERAL SUPPORT ST ROBERT CHURCH 1380 CRYSTAL SPRINGS RD SAN BRUNO CA 94066 941437729 501(C)(3) 15000 0 GENERAL SUPPORT ST VINCENT DE PAUL SANTA CLARA COUNTY PO BOX 5579 SAN JOSE CA 951505579 941358301 501(C)(3) 7250 0 GENERAL SUPPORT THE BASIC FUND 1301 CLAY STREET 70450 OAKLAND CA 94612 943290699 501(C)(3) 15000 0 GENERAL SUPPORT THE CATHOLIC COMMUNITY FOUNDATION 777 N FRIST STREET SUITE 490 SAN JOSE CA 95112 830400149 501(C)(3) 9540 0 GENERAL SUPPORT THE DALLAS FOUNDATION 3000 PEGASUS PARK DR STE 930 DALLAS TX 75247 752890371 501(C)(3) 20000 0 GENERAL SUPPORT THE JW HOUSE 3850 HOMESTEAD RD SANTA CLARA CA 95051 SANTA CLARA CA 95051 202034560 501(C)(3) 5800 0 GENERAL SUPPORT THE SAN JOSE SPORTS AUTHORITY PO BOX 350 SAN JOSE CA 95103 770269729 501(C)(3) 10000 0 GENERAL SUPPORT TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 10000 0 GENERAL SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION PO BOX 82555 LINCOLN NE 685012555 470379839 501(C)(3) 35000 0 GENERAL SUPPORT VIA REHABILITATION SERVICES INC 350 TWIN DOLPHIN DR STE 123 REDWOOD CITY CA 94065 941212130 501(C)(3) 5200 0 GENERAL SUPPORT WORLD AFFAIRS COUNCIL OF NORTHERN CALIFORNIA 312 SUTTER STREET SUITE 312 SAN FRANCISCO CA 94108 941156356 501(C)(3) 10000 0 GENERAL SUPPORT XAVIER MISSION FUND 6732 W COAL MINE AVE STE 733 LITTLETON CO 80123 873431369 501(C)(3) 6500 0 GENERAL SUPPORT YOUNG CATHOLIC PROFESSIONALS SILLICON VALLEY 1200 FRANKLIN MALL PO BOX 1213 SANTA CLARA CA 95050 813433923 501(C)(3) 7260 0 GENERAL SUPPORT PART I, LINE 2: THE FOUNDATION REQUIRES ANNUAL REPORTS FROM MOST GRANT RECIPIENTS TO CONFIRM HOW THE FUNDS WERE SPENT. MANY OF THE GRANTS ALSO REQUIRE A MID-YEAR REPORT TO CHECK THE PROGRESS OF THE PROGRAM. FOR DONOR ADVISED FUND GRANTS, THE FOUNDATION'S GRANTS PROGRAM MANAGER DOES RESEARCH AND DUE DILIGENCE BEFORE THE ISSUANCE OF A GRANT. 1 X X X X 0 0 0 0 0 0 0 0 0 MARY QUILICI AUMACK CEO 259000 0 20720 0 0 0 0 0 29396 0 309116 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION. X 19 2084295 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF SAN JOSE CAN APPOINT UP TO ONE BOARD MEMBER LESS THAN A MAJORITY. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES MAKE VERBAL AND WRITTEN REPORTS TO THE FULL BOARD. MINUTES ARE RECORDED FOR ALL BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE BEFORE PRESENTATION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES SIGN TO CONFIRM RECEIPT AND ACCEPTANCE OF THE EMPLOYEE MANUAL. THE BOARD MEMBERS SIGN A CONFLICT OF INTEREST ANNUAL DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD RESEARCHED SIMILAR ORGANIZATIONS IN THE AREA TO DETERMINE REASONABLE SALARIES IN ADDITION TO THE UTILIZATION OF SALARY SURVEYS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES THEIR FINANCIAL STATEMENTS ALONG WITH KEY POLICIES ON THEIR WEBSITE. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE IS APPOINTED BY THE BOARD TO ASSIST IT IN DISCHARGING ITS OVERSIGHT RESPONSIBILITIES. THE AUDIT COMMITTEE WILL OVERSEE THE FINANCIAL REPORTING PROCESS TO ENSURE THE BALANCE, TRANSPARENCY AND INTEGRITY OF PUBLISHED FINANCIAL INFORMATION. THE AUDIT COMMITTEE WILL ALSO REVIEW: 1) THE EFFECTIVENESS OF THE FOUNDATION'S INTERNAL FINANCIAL CONTROL AND RISK MANAGEMENT SYSTEM; 2) THE INDEPENDENT AUDIT PROCESS, INCLUDING RECOMMENDING THE APPOINTMENT AND ASSESSING THE PERFORMANCE OF THE EXTERNAL AUDITOR; 3) THE FOUNDATION'S PROCESS FOR MONITORING COMPLIANCE WITH LAWS AND REGULATIONS AFFECTING FINANCIAL REPORTING AND ITS CODE OF CONDUCT.