2024-05-06T14:31:56-07:00 2023-06-30 010560769 WILLIAMS & OLDS PROFESSIONAL CORP 900 UNIVERSITY AVENUE SUITE 100 SACRAMENTO CA 95825 990 2022-07-01 680283878 James B McClatchy Foundation JAME 9169799166 740 University Avenue 150 Sacramento CA 95825 Alex Brown Past Chair 2024-05-06 true Alex Brown 999009999 true Steven J Olds CPA P01343979 9168581680 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Susanna Cooper 740 University Avenue 150 Sacramento CA 95825 19722204 false X jbmcclatchyfoundation.org X 1993 CA We stand with the people of the Central Valley by investing in education and active civic participation in our democracy. 9 9 11 1 0 0 0 13652508 -1544822 0 13652508 -1544822 7633862 5687276 0 911795 1050067 0 0 274172 593831 8819829 7331174 4832679 -8875996 43795484 38994873 734449 340924 43061035 38653949 We stand with the people of the Central Valley by investing in education and active civic participation in our democracy. false false 6970170 5687276 The Foundation is sunsetting and in 2023, the Foundation launched its sunset strategy called the Sunrise Plan. The Sunrise Plan is designed to dawn a new era of philanthropy primed to address the current and future needs of the Central Valley's multilingual and multiracial communities through leadership empowerment and support for local, nonprofit journalism. Embracing trust-based philanthropic values, the Foundation is committed to offering flexible opportunities through multi-year grants, forming deep relationships with these communities and learning from the people closest to their communities.The Foundation will focus on achieving three main goals by 2030:1. Multilingual education infrastructures that advocate for the youngest multilingual learners and their families as assets, empowering these learnersto become engaged decision-makers in their schools and communities.2. Community-powered local journalism where the Central Valleys multiracial andmultilingual residents are informed by and engaged in a diverse, vibrant free press that reflects local voices and activates equitable civic engagement3. Inclusive leadership for the next generation of diverse stakeholders as civic leaders and decision-makers in their community, visibly fueling local democracy, local news coverage, and forging the future of the region. 6970170 true false false false false false false false false true true true false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 7 0 true 11 true false false false false false false false 0 false false false false false false false X 9 9 false false false false false true false true true false false true true true true true true true false false CA X James B McClatchy Foundation 9169799166 740 University Avenue Sacramento CA 95825 Priscilla Enriquez CEO 40.00 0.00 X 218280 0 13500 Misty A Gereghty Chief Impact Offcr 40.00 0.00 146465 0 10200 Lisa Burke Operations Mg'r 40.00 0.00 136000 0 9300 Heather A Bernikoff Sr Program Officer 40.00 0.00 115434 0 800 Susanna Cooper Chair 1.00 0.00 X X 4000 0 0 Jason Bell Treasurer 1.00 0.00 X X 4000 0 0 Lucy Ruiz Director 1.00 0.00 X 4000 0 0 Joaquin Alvarado Director 1.00 0.00 X 4000 0 0 Alex Brown Past Chair 2.50 0.00 X 4000 0 0 Ashley Swearengin Director 1.00 0.00 X 3000 0 0 Geri Yang-Johnson Secretary 1.00 0.00 X X 3000 0 0 Susan B McClatchy Vice Chair 2.50 0.00 X X 0 0 0 Chris Nellum Director 1.00 0.00 X 0 0 0 642179 33800 4 false true false JP Morgan 270 Park Avenue New York NY 10017 Investment management 155031 1 0 0 817069 817069 0 0 0 18905135 21267026 -2361891 -2361891 -2361891 0 0 0 0 -1544822 -1544822 5687276 5687276 0 0 0 246651 177352 69299 0 693927 563816 130111 46484 37768 8716 0 63005 51192 11813 0 5397 339 5058 26128 1639 24489 0 0 0 38698 2427 36271 39752 32298 7454 0 14785 12013 2772 0 66834 54303 12531 0 0 27226 22121 5105 0 0 11473 11473 7854 6381 1473 Program Expenses 280808 280808 Board Meetings and Retreats 25107 25107 Supplies 18839 15307 3532 Fees and Registration 15814 12849 2965 15116 12281 2835 7331174 6970170 361004 0 0 3272762 3865345 0 7050 0 0 0 0 16811 2040 69685 38385 41266 31300 34193740 27462591 6270905 7455211 0 0 171336 43795484 38994873 79517 159331 654932 181593 734449 340924 X 40067020 35593854 2994015 3060095 43061035 38653949 43795484 38994873 -8875996 4623941 -155031 X false true X true false X X 2 Sacramento Region Community Fdn 942891517 8 false 75000 0 Central Valley Community Foundation 770478025 7 false 500000 0 2 575000 0 true false false false false true false false false false false false false false false true false Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination The Foundation obtained copies of the IRS Determination Letters. Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place The Foundation ensures grants are used exclusively for Section 170(c)(2)(B) purposes by requiring progress reports and final reports in which the supported organizations must provide the uses for the funds received. Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others The Foundation provides grants in the following manner to organizations in the Central Valley:Multi-year funding in multilingual, dual language, and English learner (MLL/DL/EL) efforts at the pre-K level to school districts Partnership grants to education research and practice organizations or to nonprofits that take a systems- or population- approach to MLL/DL/EL efforts and can serve multiple educational systems from schools to districts to county offices of education or to the students and their families that live in the communities served by these schoolsPartnership grants to nonprofits or nonprofit newsrooms to support local journalism efforts that foster reporting of local news, highlight stories from the ground that are not reported, and feature news from the people living in these communities and experiencing life there, by and from local reportersResponsive grants that preserve quality of life in the Central Valley of California. 2994015 260459 194379 3060095 3838204 -370636 473553 2994015 3378204 973727 505000 8727 3838204 3587837 -17818 183150 8665 3378204 3468503 134646 15312 3587837 1.00000 false false false 68011 36711 31300 1674 1674 31300 4802501 F 7455211 Operating Lease Liability 181593 181593 X 2924088 4623941 4623941 -1699853 155031 155031 -1544822 7331174 7331174 7331174 Part X : FIN48 Footnote Uncertainty in Income Taxes: The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires the Foundation to report information regarding its exposure to various tax positions taken. The Foundation has determined whether any tax positions have met the recognition threshold and have measured the exposure to those tax positions. Management believes that the Foundation has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the Foundation are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recorded in the accompanying financial statements. true American Heart Association 7272 Greenville Avenue Dallas TX 75231 135613797 10000 0 Sunrise Plan Asian American Journalists 53rd St San Francisco CA 94103 953755203 35000 0 Sunrise Plan Black Youth Leadership PO Box 1763 Sacramento CA 95812 320036076 130000 0 LIFT Breakbox Thought Collective 1245 Van Ness Ave Fresno CA 93721 942902674 200000 0 LIFT California Center for Civic P 455 Windward Way Sacramento CA 95831 237182049 125000 0 LIFT California Education Partners 1 Lombard St Ste 305 San Francisco CA 94111 800562254 200000 0 Sunrise Plan California Press Foundation 1517 H St 407 Sacramento CA 95814 680313934 35000 0 Sunrise Plan Californians Together 525 E 7th St 207 Long Beach CA 90813 311746604 80500 0 ELL Education Capital Public Radio 7055 Folsom Blvd Sacramento CA 95826 680223271 8000 0 Sunrise Plan Central Valley Community Foun 5260 N Palm Ave Ste 122 Fresno CA 93704 770478025 500000 0 Improve Quality of Life Central Valley Jouralism Coll 16040 NE 117th Way Redmond WA 98052 872960735 250000 0 LIFT Centro Binacional 744 N Abby Street Fresno CA 93701 770337939 128500 0 Improving quality of life Cesar Chavez Foundation PO Box 310 Keene CA 93531 952466747 10000 0 Sunrise Plan City Ministry Network 820 H Street Modesto CA 95354 260100683 35000 0 LIFT CMAC 1555 Van Ness Ave201 Fresno CA 93721 320251555 75000 0 Sunrise Plan CSU Fresno Foundation 2380 E Keats Avenue Fresno CA 93740 946003272 70000 0 Central Valley art exhibitions. Cutler-Orosi Joint Unified 12623 Avenue 416 Orosi CA 93647 770565326 100000 0 PreK and ELL Programs Delhi Unified School District 9716 Hinton Ave Delhi CA 95315 770572107 197714 0 ELL Education EdSource 436 14 Street Oakland CA 94612 942434900 161000 0 LIFT Faith in the Valley 2027 E Harding Way Stockton CA 95205 770635938 50000 0 LIFT Firebaugh-Las Deltas Unified 1976 Morris Kyle D Firebaugh CA 93622 770559742 100000 0 PreK and ELL Programs First Amendment Coalition 534 4th St Suite B San Rafael CA 94901 330308483 50000 0 Support of First Amendment. Freedom of the Press Foundati 601 Van Ness Ave San Francisco CA 94102 460967274 10000 0 LIFT Fresno Art Museum 2233 N First Street Fresno CA 93703 941358318 25000 0 Frida Kahlo Exhibit Fresno State Foundation 4910 N Chestnut Fresno CA 93726 201153098 10000 0 Central Valley art exhibitions. Fresnoland 532 E Terrace Ave Fresno CA 93704 830696156 155000 0 LIFT Galt Joint Union Elem School 1016 C Street Suite 210 Galt CA 95632 946002510 100000 0 PreK and ELL Programs Hmong Innovating Politics 4625 44th St Sacramento CA 95820 942161304 150000 0 First Amendment/LIFT Journalism Funding Partners 1731 Howe Ave 242 Sacramento CA 95825 842968843 35000 0 LIFT Lindsay Unified School Distri 211 Learning Lane Lindsay CA 93247 770565329 200000 0 ELL Education Little Manila Foundation 2154 S San Joaquin St Stockton CA 95206 202661354 10000 0 LIFT Mercy Pedalers 2419 L St 6 Sacramento CA 95816 830699074 10000 0 Sunrise Plan Northern California Grantmake 160 Spear St Ste 360 San Francisco CA 94105 942761355 15000 0 Sunrise Plan Parent Inst for Quality Educa 1625 E Shaw Ave Ste 128 Fresno CA 93710 770141148 150000 0 First Amendment/LIFT Public Health Advocates 6702 Inglewood Ave Stockton CA 95207 954723901 125000 0 Sunrise Plan Reading and Beyond 4670 E Butler Avenue Fresno CA 93702 770508471 10000 0 Sunrise Plan Reinvent Stockton 110 N San Joaquin St Stockton CA 95202 821005719 185000 0 Sunrise Plan RFDC 770 Darina Avenue Sacramento CA 95815 680470557 10000 0 Sunrise Plan Robla School District 5248 Rose Street Sacramento CA 95838 946002528 100000 0 PreK and ELL Programs Sac Region Comm Foundation 740 University Avenue Suite 110 Sacramento CA 95825 942891517 75000 0 Improving quality of life. Sacramento ACT 2324 L St Sacramento CA 95816 943146791 125000 0 First Amendment/LIFT San Joaquin CF 6731 Herndon Pl Stockton CA 95219 261476916 90000 0 First Amendment/LIFT Sobrato Foundation 350 Twin Dolphin Dr Redwood City CA 94065 821426126 300000 0 Sunrise Plan Social Good PO Box 5473 Richmond CA 94805 461323531 125000 0 LIFT South Kern Sol 1000 Broadway Ste 480 Oakland CA 94607 943255090 150000 0 First Amendment/LIFT Stanislaus CF 100 Sycamore Ave Modesto CA 95354 680483054 50000 0 Improving quality of life. State Center Comm College Fdn 1171 Fulton St 2nd Fl Fresno CA 93721 770190269 10000 0 Improving quality of life The Ivanhoe Sol N/A Ivanhoe CA 93235 852111352 35000 0 LIFT UC Merced 5200 N Lake Rd Merced CA 95343 943250114 12500 0 Sunrise Plan United Way of Merced County 531 W Main Street Merced CA 95340 942633265 10000 0 Sunrise Plan Washington Unified School 930 Westacre Road West Sacramento CA 95691 680343642 186030 0 ELL Programs Winters Joint Unified School 909 W Grant Ave Winters CA 95694 581944410 199971 0 ELL Education Woodlake Unified School Distr 300 W Whitney Ave Woodlake CA 93286 454699383 180073 0 ELL Education Youth Development Network 2801 Arden Way 661602 Sacramento CA 95825 261364376 150000 0 LIFT Youth Leadership Institute 209 9th St Ste 200 San Francisco CA 94103 680184712 20000 0 Sunrise Plan 9 46 X X X X false false false false false false false false false Misty A Gereghty Chief Impact Offcr 146465 10200 156665 Priscilla Enriquez CEO 218280 13500 231780 Part III, Additional Information Other reportable compensation comprises vacation leave and other leave benefits. Alex Brown Director 66834 Lease for office space false Form 990, Part VI, Section B, Line 11b After the accounting firm retained by the James B. McClatchy Foundation's staff and Board completes Form 990, it is distributed to the Audit Committee for review. The Committee's Members are given ample time and an opportunity to ask questions of the accounting firm about the Form 990. Afterwards, the Committee emails its review of the Form 990 to the Board. The Board reviews Form 990 before it is submitted to the IRS. Form 990, Part VI, Section B, Line 12c Annually, in the Spring, the James B. McClatchy Foundation has its Annual Board Meeting. At this Board Meeting, the Board Members and staff are asked to complete, sign and submit the conflict of interest statement by the end of the meeting. These statements are filed at the Foundation's office. Form 990, Part VI, Section B, Line 15a The Personnel & Board Compensation Committee reviews the Chief Executive Officer's (CEO) compensation (salary) and activities annually. The CEO submits an annual summary of accomplishments and new responsibilities. The Committee reviews the summary report. Form 990, Part VI, Section C, Line 19 Form 990, audited financial statements, governing documents and policies are available for public inspection at the Foundation's business office. Sac Region Community Foundation 740 University Avenue Ste 110 Sacramento CA 95825 942891517 Supported organization CA 501(c)(3) 8 N/A false Central Valley Community Foundation 5260 N Palm Avenue Ste 122 Fresno CA 93704 770478025 Supported organization CA 501(c)(3) 7 N/A false false false false false false false false false false false false false false false false false false false false