2025-11-07T16:56:10-06:00 2025-06-30 943108253 NOVOGRADAC & COMPANY LLP 1435 N MCDOWELL BLVD SUITE 350 PETALUMA CA 94954 990 2024-07-01 364777648 THE SAN BRUNO COMMUNITY FOUNDATION SANB 6507630775 901 SNEATH LANE 209 SAN BRUNO CA 94066 MALISSA NETANE-JONES PRESIDENT 6507630775 2025-11-07 1 1 LANCE SMITH P00696626 4152236130 2024 2025-03-06 01:10:19Z MALISSA NETANE-JONES 901 SNEATH LANE 209 SAN BRUNO CA 94066 18832691 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. 7 7 2 44 0 0 2700 107298 0 0 1994716 4912049 30000 0 2027416 5019347 812500 6375200 0 0 266117 295830 0 0 0 224072 229612 1302689 6900642 724727 -1881295 30599587 32042853 1685321 6818027 28914266 25224826 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 240778 165000 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 2025, THE FOUNDATION AWARDED COLLEGE SCHOLARSHIPS TO ELEVEN SAN BRUNO STUDENTS WHO HAVE DEMONSTRATED A STRONG COMMITMENT TO THE SAN BRUNO COMMUNITY. 6005427 5910200 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 2024-2025, THE FOUNDATION AWARDED MULTIPLE STRATEGIC GRANTS TO THE CITY OF SAN BRUNO RELATED TO THE RECREATION AND AQUATIC CENTER, THE CRESTMOOR FIELDS PROJECT, SCHOOL ATHLETIC FIELD IMPROVEMENTS, AND THE SAN BRUNO-NARITA SISTER CITY PROGRAM. 387049 300000 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 NINTH YEAR, THE FOUNDATION AWARDED 29 GRANTS TOTALING $300,000. 6633254 1 1 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 7 7 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 7/24-8/24 3.00 X 0 0 0 BELINDA WONG BOARD MEMBER 3.00 X 0 0 0 JESSICA INGLIMA BOARD MEMBER 3/25-6/25 3.00 X 0 0 0 LESLIE HATAMIYA EXECUTIVE DIRECTOR 40.00 X 217341 0 15456 217341 0 15456 1 0 1 0 0 107298 107298 1006701 1006701 17718692 13813344 3905348 3905348 3905348 5019347 0 0 4912049 6210200 6210200 165000 165000 218207 138471 79736 39317 39317 15456 11869 3587 5389 4138 1251 17461 13408 4053 42415 12323 30092 32784 32784 85461 85461 8022 8022 3904 3188 716 2417 1700 717 17020 11741 5279 2506 196 2310 15189 15189 PRINTING AND POSTAGE 18032 13681 4351 1862 1862 6900642 6633254 267388 0 184610 18997 51290 944 14746 11435 30335486 31937024 13455 74453 30599587 32042853 23281 32369 1649494 6711784 12546 73874 1685321 6818027 X 28913066 25224826 1200 0 28914266 25224826 30599587 32042853 -1881295 -1808145 0 X X 0 1 X 1 0 X X 1 CITY OF SAN BRUNO 946000414 6 1 5701700 0 1 5701700 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23326819 2047115 352218 25021667 49 21212980 2486682 372843 23326819 19804108 1694809 285937 21212980 22908701 -2791661 312932 19804108 18346430 4857952 295681 22908701 1.00000 0 0 0 LEASE LIABILITY 73874 73874 3125741 -1808145 -1808145 4933886 85461 85461 5019347 6815181 0 6815181 85461 85461 6900642 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, THE CRESTMOOR SCHOLARSHIPS, CRESTMOOR FIELDS PROJECT, AND THE SAN BRUNO RECREATION AND AQUATIC CENTER. THE BOARD ELECTED TO REPURPOSE THE REMAINING ENDOWMENT FUNDS FROM THE QUASI-ENDOWMENT POOL TO THE STRATEGIC POOL TO USE FOR FUTURE PROGRAM EXPENDITURES. 1 CAPUCHINO HIGH SCHOOL ALUMNI ASSOCIATION 1501 MAGNOLIA AVE SAN BRUNO CA 940665451 320195260 501(C)(3) 10000 0 MUSIC PROGRAM CIRCUS BELLA 870 MARKET ST STE 982 SAN FRANCISCO CA 941024239 813385535 501(C)(3) 15000 0 CIRCUS IN THE PARK CITY OF SAN BRUNO 567 EL CAMINO REAL SAN BRUNO CA 94066 946000414 170(B)(1)(A) 5701700 0 EL CRYSTAL MEMORIAL BENCH, RECREATION AND AQUATIC CENTER PROGRAMMING AND OUTREACH, CRESTMOOR FIELDS PROJECT, NARITA SISTER CITY PROGRAM, LIBRARY SUMMER READING PROGRAM CORA (COMMUNITY OVERCOMING RELATIONSHIP ABUSE) 2211 PALM AVENUE SAN MATEO CA 94403 942481188 501(C)(3) 10000 0 SAFE HOUSE & SUPPORTIVE HOUSING EACH GREEN CORNER 1180 SAN CARLOS AVE SAN CARLOS CA 94070 833320257 501(C)(3) 20000 0 LIVING CAMPUS PROGRAM EDGEWOOD CENTER FOR CHILDREN AND FAMILIES 1801 VICENTE ST SAN FRANCISCO CA 941162923 941186168 501(C)(3) 10000 0 TRANSITION AGE YOUTH DROP-IN CENTER JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA INC 1212 BROADWAY PLAZA SUITE 2100 WALNUT CREEK CA 94596 941322179 501(C)(3) 9000 0 INSPIRING ECONOMIC EMPOWERMENT FOR SB YOUTH LATINO COMMISSION ON ALCOHOL & DRUG ABUSE SERVICES 1001 SNEATH LANE 307 SAN BRUNO CA 94066 943149136 501(C)(3) 15000 0 ENTRE FAMILIA OUTPATIENT SERVICES 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 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 MISSION HOSPICE & HOME CARE INC 66 BOVET RD SUITE 100 SAN MATEO CA 94402 942567162 501(C)(3) 6500 0 DROP-IN GRIEF SUPPORT AT SENIOR CENTER MUSIC FOR MINORS INC 200 INDUSTRIAL ROAD SUITE 195 SAN CARLOS CA 94070 942494433 501(C)(3) 15000 0 IN-SCHOOL MUSIC EDUCATION PARKSIDE BOOSTERS 1801 NILES AVE SAN BRUNO CA 940664109 942452367 501(C)(3) 6000 0 BUILDING A STRONG & DIVERSE PARKSIDE COMMUNITY SAN BRUNO EDUCATION FOUNDATION PO BOX 175 SAN BRUNO CA 94066 201051818 501(C)(3) 225000 0 NARITA SISTER CITY PROGRAM, ATHLETIC FIELD IMPROVEMENTS SAN BRUNO IMPROVEMENT GROUP INC 559 SAN MATEO AVE SAN BRUNO CA 940664324 992150186 501(C)(3) 10000 0 DOWNTOWN SAN BRUNO COMMUNITY EVENTS SAN BRUNO LIONS FOUNDATION PO BOX 232 SAN BRUNO CA 94066 453360544 501(C)(3) 8000 0 BELLE AIR CONTAINER SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT 3401 CSM DR SAN MATEO CA 94402 943084147 170(B)(1)(A) 20000 0 BAEC OF SKYLINE COLLEGE ACCELERATE FELLOWSHIP SECOND HARVEST OF SILICON VALLEY 4001 N FIRST ST SAN JOSE CA 95134 942614101 501(C)(3) 10000 0 ALLEVIATING HUNGER IN SAN BRUNO SOCIETY OF ST VINCENT DE PAUL PARTICULAR COUNCIL 50 N B ST SAN MATEO CA 944013917 941375883 501(C)(3) 10000 0 PENINSULA FAMILY RESOURCE CENTER SONRISAS DENTAL HEALTH INC 430 N EL CAMINO REAL SAN MATEO CA 94401 943390196 501(C)(3) 10000 0 ADULT ACCESS TO CARE SPINDRIFT SCHOOL OF PERFORMING ARTS INC 1053 CRESPI DR PACIFICA CA 94044 400000399 501(C)(3) 7000 0 TRAVEL STAGE LIGHTING SYSTEM FOR SB PARK SCHOOL DISTRICT STARVISTA 610 ELM STREET SUITE 212 SAN CARLOS CA 94070 943094966 501(C)(3) 9000 0 EARLY CHILDHOOD SERVICES VIA HEART PROJECT 1725 CLAY ST STE 100 SAN FRANCISCO CA 941098805 271530938 501(C)(3) 7500 0 HEART SAFE PROGRAM-CPR IN SCHOOLS WINGS LEARNING CENTER INC 2500 COTTONWOOD DR SAN BRUNO CA 940662618 943385745 501(C)(3) 12500 0 EMPOWERING AUTISTIC YOUTH & THEIR FAMILIES THROUGH MUSIC THERAPY YMCA OF SAN FRANCISCO 1486 HUNTINGTON AVE SUITE 100 SOUTH SAN FRANCISCO CA 94080 940997140 501(C)(3) 10000 0 BELLE AIR SATELLITE SITE 28 1 SCHOLARSHIP 11 165000 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 CRESTMOOR FIELDS PROJECT, 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 217341 0 0 0 0 0 15456 0 0 0 232797 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 AND STAFF TO DISCLOSE ANY POTENTIAL CONFLICTS AND, AS APPROPRIATE, INDIVIDUALLY SPOKE WITH EACH DIRECTOR TO DISCUSS POTENTIAL CONFLICTS TO PREVENT ACTUAL CONFLICTS. WHEN A DIRECTOR OR STAFF MEMBER IDENTIFIED POTENTIAL CONFLICTS OF INTEREST UNDER NONPROFIT AND EXEMPT ENTITY LAWS, THE BOARD OF DIRECTORS RECEIVED GUIDANCE FROM OUTSIDE COUNSEL AND DETERMINED WHETHER A CONFLICT OF INTEREST EXISTED PRIOR TO APPROVING THE GRANT IN QUESTION, IN ACCORDANCE WITH THE PROCEDURE SET FORTH IN THE CONFLICT OF INTEREST POLICY. 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 5701700 CASH