2018-08-14T18:57:23-05:00 2017-09-30 946214841 Armanino LLP 11766 Wilshire Blvd 9th Floor Los Angeles CA 90025 990 2016-10-01 770165029 Ventura County Community Foundation VENT 8059880196 4001 Mission Oaks Blvd No A Camarillo CA 93012 Bonnie Gilles CFO 8059880196 2018-08-10 1 Renee Ordeneaux P00733066 3104784148 2016 2022-09-23 18:48:47Z Vanessa Bechtel 4001 Mission Oaks Blvd No A Camarillo CA 93012 19879796 0 X www.vccf.org X 1987 CA To promote and enable philanthropy to improve our community for good and for ever. 5 5 9 75 0 0 1547404 2843901 929981 952542 3392626 3367733 0 0 5870011 7164176 3338534 3627871 0 0 794470 764525 0 0 32791 2074659 2053645 6207663 6446041 -337652 718135 116208549 126510503 20859770 22100424 95348779 104410079 X The mission of the Ventura County Community Foundation (VCCF) is to improve the quality of life in Ventura County by increasing charitable giving, educating and connecting donors to community needs they care about, and leading on critical community issues. First and foremost, VCCF is a fiduciary, promoting and enabling philanthropy to improve our community. For Good. For Ever. 0 0 4198893 3627871 151302 Connecting donors to the community needs they care about, the Ventura County Community Foundation granted $2,630,811 to 286 public charities and $997,060 to more than four hundred local students via our scholarship program. 92.5 percent of total grants were to public charities in the Ventura County region. Recipient sectors included, animal welfare 1.7%, arts and culture 29.6%, education 6.2%, environment 3.5%, health medicines and science 16.3%, human services 14.1%, religion-related 7.7%, youth services 9.5%, social justice 10.9%, and other services 0.5%. 191108 Increasing charitable giving in 2017, $2.9 million was added to donor funds bringing the total charitable dollars under the stewardship of the Ventura County Community Foundation to $126 million. 853147 723060 The Ventura County Community Foundation is proud to offer below-market rent for sixteen nonprofits in Ventura County. Nonprofit tenants include, Big Brothers Big Sisters, Gold Coast Veterans Foundation, Kids and Families Together, Make-A-Wish Tri-Counties, New West Symphony, Interface Children and Family, Services/ 2-1-1 Ventura County, Congress of California Seniors, Ventura County Military Collaborative, Ventura Center for Dispute Settlement, United Way of Ventura County, Bethany Christian Services and Areas Christians Taking Initiative on Need (ACTION). 173040 78180 Other program work including supporting the Social Justice fund and the Ventura County Civic Alliance. 173040 78180 5416188 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 18 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Bonnie Gilles 8053306681 4001 Mission Oaks Blvd No A Camarillo CA 93012 SCOTT HANSEN Interim CHAIR 1.00 X X 0 0 0 MIKe Silacci VICE CHAIR & Treasurer 1.00 X X 0 0 0 Tim Gallagher Board member 1.00 X 0 0 0 Stan Mantooth Board Member 1.00 X 0 0 0 Charles Maxey PhD Board Member 1.00 X 0 0 0 Vanessa Bechtel President & CEO 40.00 X 160000 0 14152 Bonnie Gilles CPA CFO 40.00 X 135000 0 11264 Jim Rivera COO 40.00 X 135000 0 3000 430000 0 28416 3 0 1 0 Canturbury Consulting 610 Newport Center Drive 500 Newport Beach CA 92660 Consulting Services 214445 Armanino LLP PO Box 398285 San Francisco CA 94139 Accounting Services 130873 Rodriguez Horii Choi 777 S Figueroa St Suite 2150 Los Angeles CA 90017 Legal Services 109554 3 2843901 622711 2843901 Rental Income 531120 723060 723060 Management Fees 561000 151302 151302 Resource Cntr Workshop 611700 78180 78180 952542 1488639 1488639 14594714 12715620 1879094 1879094 1879094 7164176 952542 0 3367733 2630811 2630811 997060 997060 334417 90893 243524 365956 208506 132421 25029 2065 1745 320 13010 6565 5648 797 49077 18062 29218 1797 30219 30219 206413 136 206277 93350 281 93069 374394 370129 4265 157980 120165 37815 14179 8173 6006 112372 21796 88803 1773 38329 16381 19044 2904 336633 321538 15095 1856 1856 31998 6421 25577 235285 235285 295588 257365 38223 107998 66171 41656 171 Other Membership 8565 8565 Other program 8486 8486 6446041 5416188 997062 32791 150 150 6318816 5955084 2702000 2786434 140201 212357 10643719 1406750 9513911 9236969 54266874 64848987 42322101 42666077 944496 804445 116208549 126510503 171154 187898 1408321 1616040 5826 469 12100649 13189786 4546041 4489609 2150000 2150000 477779 466622 20859770 22100424 X 89666692 98909152 4536356 4355196 1145731 1145731 95348779 104410079 116208549 126510503 X 718135 8385964 -42799 X X 0 1 X 1 0 X 3333241 5184626 4252379 1547404 2843901 17161551 3333241 5184626 4252379 1547404 2843901 17161551 2256871 14904680 1549758 1738976 2536639 1035860 1488639 8349872 181834 150954 27458 360246 25871669 2534048 0.57610 0.62000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130 526 2231966 4864767 1202023 3606506 25505990 104410080 1 1 0 13488326 277150 575690 13189786 1 X 92251843 2339745 11662632 3425914 102828306 88458585 7128951 3335693 92251843 93355642 -1521554 3375503 88458585 76320576 5896306 6117051 3851058 84482875 72198289 2569862 8421457 6869032 76320576 0.95100 0.01200 0.03700 0 0 2185000 2185000 7866373 894916 6971457 122278 108447 13831 470068 403387 66681 9236969 Other Securities 42666077 F 42666077 Planned Giving Liability 414752 Security Deposits 51870 466622 15507341 8385964 -42799 8343165 7164176 0 7164176 6446041 0 6446041 0 6446041 Part IV, Line 2b: VCCF MAINTAINS AGENCY FUNDS FOR VARIOUS NONPROFIT ORGANIZATIONS AND LOCAL GOVERNMENT UNITS LOCATED IN VENTURA COUNTY. THE Agency Funds ARE INCLUDED WITHIN VCCF'S liabilities, BUT THE UNDERLYING FUNDS (NET ASSETS) BELONG TO THE OUTSIDE ENTITIES. AS OF 9/30/2017, VCCF MAINTAINED 95 AGENCY FUNDS WITH net ASSETS TOTALING $13,189,786. Part XI, Line 2d - Other Adjustments: Change in Value of Split Interest Agreements -42,799. 1 City of Thousand Oaks 2100 E Thousand Oaks Blvd Thousand Oaks CA 91362 952367314 Govt 221879 to provide support to the City of Thousand Oaks for the Civic Auditorium/Forum Theatre City of Camarillo PO Box 248 Camarillo CA 930110248 952313271 Govt 195000 for use at the Camarillo Library Branch located on Las Posas Road, only in the business section, to purchase books and/or subscriptions Santa Barbara Foundation 1111 Chapala Street Santa Barbara CA 93101 951866094 501(C)(3) 189926 to establish the "Social Justice Fund for Ventura County," a permanent endowment fund, to be held at the Santa Barbara Foundation Camarillo Health Care District 3639 E Las Posas Rd Suite 117 Camarillo CA 93010 952834854 Govt 147622 to be used for the CARE-A-VAN service in Camarillo only Livingston Memorial VNA 1996 Eastman Ave Ste 101 Ventura CA 930035768 951693538 501(C)(3) 105000 to be used for merger costs including marketing, California Department of Public Health Insurance, upgraded computer equipment, legal services, mail merger information to 6,000 Camarillo Hospice households, insurance rider, telephone lines, audit and accounting, alarm system installation, and transfer utilities FOOD Share Inc 4156 Southbank Road Oxnard CA 93036 770018162 501(C)(3) 79000 for general charitable purposes in response to Ventura County's current community needs Heifer Project International 1 World Avenue Little Rock AR 72202 351019477 501(C)(3) 63000 to support funding for Project ID: NP3137 - Nepal Empowering Women Farmers Odd Fellow-Rebekah Children's Home of California 290 IOOF Avenue Gilroy CA 95020 941167402 501(C)(3) 59208 for the ODD Fellows Children's Home at Gilroy California Ventura College Foundation 4667 Telegraph Road Ventura CA 93003 770037747 501(C)(3) 57000 to be used entirely for the granting of scholarships to students who have attended Ventura Community College, to help fund their education after graduating from Ventura Community College in any four year college or university, or graduate school, and for such period of time after graduating from Ventura Community College as the college determines the student may beneficially use funds for such advanced education. There shall be no restrictions of gender, race, religion, or county of national origin in selected the recipients for these scholarship awards. No repayment of the scholarship award shall be required City of Ventura PO Box 99 Ventura CA 930020099 956000807 Govt 54613 to support the City of Ventura Give An Hour Nonprofit Corporation PO Box 5918 Bethesda MD 208245918 611493378 501(C)(3) 50000 for Give an Hour California Casa Pacifica Centers for Children & Families 1722 South Lewis Road Camarillo CA 930128520 770195022 501(C)(3) 49740 a $100,000 pledge to the "Building New Foundation's of Hope" capital campaign payable over three years to secure naming opportunity in honor of Irene Morris. Ventura County Air Pollution Control District 669 County Square Drive Ventura CA 93003 956000944 Govt 39806 to provide support for the City of Ojai to convert gasoline and diesel powered landscaping equipment to battery electric models Temple Ner Simcha 5737 Kanan Road Agoura Hills CA 91301 472556081 Religious Organizati 30000 for general charitable purposes New West Symphony Association 2100 Thousand Oaks Blvd Suite D Thousand Oaks CA 91362 770406042 501(C)(3) 27825 to provide annual support for the salary only of the New West Symphony's Music Director/Conductor, so long as New West Symphony is located in West Ventura County Humane Society of Ventura County PO Box 297 Ojai CA 93024 952272598 501(C)(3) 26663 to provide grants solely and exclusively in support of HSVC, as indicated in the original Harry Valentine Bequest, for the support of charitable activities, including support for the HSVC spay and neuter program, and the operating and capital budgets Boys & Girls Club of Greater Oxnard & Port Hueneme 1900 West 5th Street Oxnard CA 93030 951785162 501(C)(3) 25000 to fund the costs of a feasibility study. This study will provide BGCOP with an assessment of its fundraising capacity and a clear path forward to embark on a necessary fundraising campaign to help sustain and enhance your important work FOOD Share Inc 4156 Southbank Road Oxnard CA 93036 770018162 501(C)(3) 25000 to sponsor the Blue Jean Ball to benefit unrestricted operations Museum of Ventura County 100 E Main Street Ventura CA 930012607 951942930 501(C)(3) 25000 to support the Museum's archival collections conservation Ventura Botanical Garden PO Box 3127 Ventura CA 930063127 208416864 501(C)(3) 25000 for general charitable purposes San Buenaventura Friends of the Library PO Box 403 Ventura CA 930020403 953152438 501(C)(3) 20346 to provide support to the San Buenaventura Friends of the Library in its role and mission Boys & Girls Club of Conejo & Las Virgenes 5142 Clareton Drive Suite 270 Agoura Hills CA 91301 912151731 501(C)(3) 20000 for general charitable purposes Cancer Support Community ValleyVenturaSanta Barbara 530 Hampshire Road Westlake Village CA 91361 770205691 501(C)(3) 20000 for unrestricted charitable use in supporting families affected by cancer Central Coast Alliance United for a Sustainable Economy (CAUSE) 2021 Sperry Avenue Suite 9 Ventura CA 93003 770578864 501(C)(3) 20000 for general charitable purposes to support efforts to create equality in access economic opportunity Crespi Carmelite High School 5031 Alonzo Avenue Encino CA 913163611 952148415 501(C)(3) 20000 for the Athletic Facility Enhancement Campaign HOME Inc dba Nico's de Baja 2390-C Las Posas Rd 169 Camarillo CA 93010 330119870 501(C)(3) 20000 for general charitable purposes New West Symphony Association 2100 Thousand Oaks Blvd Suite D Thousand Oaks CA 91362 770406042 501(C)(3) 20000 to support education and community engagement programs Ojai Music Festival PO Box 185 Ojai CA 93024 952122508 501(C)(3) 40000 for the Iyer/Sairam concert in its forthcoming "New perspectives on Indian music and culture" project at the 2017 Ojai Music Festival and to support the 2017 Ojai Music Festival Santa Paula Art Museum 117 North 10th Street Santa Paula CA 930602877 920179722 501(C)(3) 20000 to support the renovation of the Santa Paula Art Museum's new Education Center St John's Healthcare Foundation Oxnard & Pleasant Valley 1600 North Rose Avenue Oxnard CA 93030 202865781 501(C)(3) 20000 for support for community and regional projects, identified with the Roman Catholic Church New West Symphony Association 2100 Thousand Oaks Blvd Suite D Thousand Oaks CA 91362 770406042 501(C)(3) 18525 to support the Harmon Project Ventura County's Latin American Music Instruction YMCA - Southeast Ventura County 100 E Thousand Oaks Blvd Suite 187 Thousand Oaks CA 91360 952305501 501(C)(3) 16200 to support the construction and naming of a Special Needs Locker room, ensuring that all children and adults, regardless of physical and mental challenges, are able to access the YMCA programs and facilities Museum of Ventura County 100 E Main Street Ventura CA 930012607 951942930 501(C)(3) 15000 to support education and outreach program San Buenaventura Symphony Inc 676 W Highland Dr Camarillo CA 93010 770417189 501(C)(3) 15000 for general charitable purposes St John's Healthcare Foundation Oxnard & Pleasant Valley 1600 North Rose Avenue Oxnard CA 93030 202865781 501(C)(3) 15000 for the Humanitarian Gift Society* St Jude the Apostle Catholic Church 32032 West Lindero Canyon Road Westlake Village CA 913614270 952758216 Religious 30000 for unrestricted uses addressing local basic needs ands safety services. Please see the attached list of services/organizations Order of Malta Western Association 465 California St Suite 818 San Francisco CA 94104 237450840 501(C)(3) 14000 for the 2016 Annual Appeal Ball State University Foundation 2800 West Bethel Ave Muncie IN 47304 356024566 501(C)(3) 12500 to support the 4994 Journalism Scholarships for Student Recruitment (Bona Cress Press and Lawrence Press Journalism Scholarship) Padre Serra Parish 5205 Upland Road Camarillo CA 93012 770185669 Church 24000 for the Serra Center Capital Fund and to support the Capital Fund - Parish Center Social Justice Fund for Ventura County 4001 Mission Oaks Blvd Suite O Camarillo CA 93012 462569938 501(C)(3) 11395 to support and sustain Social Justice Fund for Ventura County's efforts as stated in its mission California Oil Museum PO Box 48 Santa Paula CA 930610048 453830307 501(C)(3) 10848 to support the California Oil Museum and its programs Museum of Ventura County 100 E Main Street Ventura CA 930012607 951942930 501(C)(3) 10410 to provide funds to enrich the Library programs and services. Funds are not to be used to defer the salaries of any persons or basic operating services of the Museum and/or the Library Boys & Girls Club of Conejo & Las Virgenes 5142 Clareton Drive Suite 270 Agoura Hills CA 91301 912151731 501(C)(3) 10000 for general charitable purposes Caring Hands for Children 6901 McLaren Ave West Hills CA 91307 912102436 501(C)(3) 10000 for general charitable purposes Community Memorial Health System 2674 E Main St Ste E 210 Ventura CA 93003 951683892 501(C)(3) 10000 for general charitable purposes Ducks Unlimited 1 Waterfowl Way Memphis TN 38120 135643799 501(C)(3) 10000 for general charitable purposes in memory of Paul Leavens Economic Development Collaborative of Ventura County 1601 Carmen Dr Ste 215 Camarillo CA 93010 770439585 501(C)(3) 10000 to fund the costs of a professional consultant Museum of Ventura County 100 E Main Street Ventura CA 930012607 951942930 501(C)(3) 20000 to support education programs for underserved children in Ventura County and for general charitable purposes New West Symphony Association 2100 Thousand Oaks Blvd Suite D Thousand Oaks CA 91362 770406042 501(C)(3) 10000 to support the Harmony Project of Ventura County Santa Paula Art Museum 117 North 10th Street Santa Paula CA 930602877 920179722 501(C)(3) 10000 for general charitable purposes The Smithfield Presbyterian Church 656 Smithfield Valley Road Amenia NY 12501 112014230 Religious Organizati 10000 for the music program Thomas Aquinas College 10000 N Ojai Road Santa Paula CA 93060 941698615 501(C)(3) 10000 for the Chapel Dept Retirement The Abundant Table PO Box 6295 Ventura CA 93006 262243787 501(C)(3) 10000 to support the Ventura County Farm to School Collaborative (VCF2SC) Ventura Music Festival Association 472 E Santa Clara Street Ventura CA 93001 770314562 501(C)(3) 10000 to support Ventura Music Festival Operations Boys & Girls Clubs of Greater Conejo Valley 30343 Canwood Street 200 Agoura Hills CA 91301 912151731 501(C)(3) 9400 for the capital campaign YMCA - Southeast Ventura County 100 E Thousand Oaks Blvd Suite 187 Thousand Oaks CA 91360 952305501 501(C)(3) 8800 to support the construction and naming of a Special Needs Locker room, ensuring that all children and adults, regardless of physical and mental challenges, are able to access the YMCA programs and facilities Ventura County Behavioral Health Department 1911 Williams Drive Suite 200 Oxnard CA 93036 956000944 Govt 8724 to provide support to Ventura County Mental Health for the purpose of education, research and development on behalf of Ventura County mental health services. Casa Pacifica Centers for Children & Families 1722 South Lewis Road Camarillo CA 930128520 770195022 501(C)(3) 8431 for educational purposes Performances to Grow On PO Box 212 Ojai CA 93024 770400314 501(C)(3) 8000 for inclusion of Samite, The Music of Uganda in Performance to Grow On's Ojai Storytelling Festival, September 7-10, 2017 Museum of Ventura County 100 E Main Street Ventura CA 930012607 951942930 501(C)(3) 7646 to provide support to VCMHA for the purchase, maintenance and restoration of the Museum's collection of George Stuart's Historical Figures and/or repairs and improvements to the Fred W. Smith Gallery. If the needs of the primary purpose are met and some funds remain in any year, these may be used for other activities/needs of the Museum Humane Society of the United States 700 Professional Drive Gaithersburg MD 20879 530225390 501(C)(3) 7000 to support the Pets for Life Program Thomas Aquinas College 10000 N Ojai Road Santa Paula CA 93060 941698615 501(C)(3) 7000 for the Our Lady of the Most Holy Trinity Chapel Channel Islands YMCA-Ventura Family Branch 3760 Telegraph Rd Ventura CA 93003 951643379 501(C)(3) 6463 to support the Channel Islands YMCA - Ventura Family Branch FOOD Share Inc 4156 Southbank Road Oxnard CA 93036 770018162 501(C)(3) 6460 for general charitable purposes KidSTREAM 5235 Mission Oaks Blvd Suite 356 Camarillo CA 93012 813055601 501(C)(3) 6000 to assist in raising funds, for a proposed study to document the economic and social impact that the establishment of a KidSTREAM Children's Museum will have not only in the community of Camarillo but for Ventura County as a whole. The importance of this effort was identified during your organization's feasibility study. Mary Health of the Sick Convalescent & Nursing Hospital 2929 Theresa Drive Newbury Park CA 91320 952299398 501(C)(3) 6000 $5,000.00 for the Angel Society and $1,000.00 for unrestricted use Temple Beth Torah 7620 Foothill Road Ventura CA 93004 952480517 Religious 6000 for general charitable purposes Casa Pacifica Centers for Children & Families 1722 South Lewis Road Camarillo CA 930128520 770195022 501(C)(3) 5824 for training of the drug and alcohol treatment counselors America Supporting Americans PO Box 574 Pacific Palisades CA 90272 954301378 501(C)(3) 5000 for mailing packages to servicemen Boys & Girls Club of Greater Conejo Valley 30343 Canwood Street Ste 200 Agoura Hills CA 91301 912151731 501(C)(3) 5000 a charitable contribution to the Capital Campaign Cancer Support Community ValleyVenturaSanta Barbara 530 Hampshire Road Westlake Village CA 91361 770205691 501(C)(3) 5000 for general charitable purposes Catholic Charities of Los Angeles 1531 James M Wood Blvd Los Angeles CA 900150095 951690973 501(C)(3) 5000 8 assistive devices, 5 home modifications, such as ramps, grab bars, etc. 25 hours FCRC staff time salary, benefits, over Center Theatre Group 601 W Temple Street Los Angeles CA 90012 952466183 501(C)(3) 5000 to support student activities Channel Islands Restoration 928 Carpinteria Street Santa Barbara CA 93103 611463876 501(C)(3) 5000 for general charitable purposes Community Action of Ventura County Inc 621 Richmond Ave Oxnard CA 93030 952408644 501(C)(3) 5000 to be used for the purchase of one industrial washer and one industrial dryer that will be used by the organization's Homeless Transition Center Community Memorial Health System 2674 E Main St Ste E 210 Ventura CA 93003 951683892 501(C)(3) 5000 to support the CHMS Building Fund, in memory of Betty and Joe Garrett Conejo Free Clinic 80 E Hillcrest Dr Suite 102 Thousand Oaks CA 913604219 953177953 501(C)(3) 5000 for Dental Clinic Cystic Fibrosis Foundation Rocky Mountain Chapter 400 South Colorado Blvd Denver CA 80246 131930701 501(C)(3) 5000 to support the Rocky Mountain Chapter. Gould Family response to 2016 Pelican mailing as a $5,000 Champion Donor Focus On the Masters 505 Poli Street Suite 405 Ventura CA 930014964 770498291 501(C)(3) 5000 for photo equipment FOOD Share Inc 4156 Southbank Road Oxnard CA 93036 770018162 501(C)(3) 5000 for general charitable purposes Interface Children Family Services 4001 Mission Oaks Blvd Suite I Camarillo CA 93012 952944459 501(C)(3) 5000 for general charitable purposes Manna Conejo Valley Food Distribution Center Inc PO Box 1114 Thousand Oaks CA 91358 953413415 501(C)(3) 5000 for refrigeration system in new house Mary Health of the Sick Convalescent & Nursing Hospital 2929 Theresa Drive Newbury Park CA 91320 952299398 501(C)(3) 5000 for general charitable purposes to support community and regional projects Museum of Ventura County 100 E Main Street Ventura CA 930012607 951942930 501(C)(3) 5000 for general charitable purposes, in honor of Mary Leavens Schwabauer's 90th birthday Natural Resource Defense Council 40 West 20th Street New York NY 10011 132654926 501(C)(3) 5000 for general charitable purposes, to the NRDC Trustee Matching campaign. Please note that the fund advisor and donor may not receive any tangible benefits and declines any associated sponsor level gifts such as dinner tickets, etc., for themselves, family members, or related parties due to the IRS restriction New West Symphony Association 2100 Thousand Oaks Blvd Suite D Thousand Oaks CA 91362 770406042 501(C)(3) 5000 to support High School leadership program and scholarships Performances to Grow On PO Box 212 Ojai CA 93024 770400314 501(C)(3) 5000 to support Ojai Story Telling Festival New Brochure and Student Outreach Rubicon Theatre Company 1006 East Main Street Ventura CA 930010048 770495901 501(C)(3) 5000 to support the Education and Outreach Program St John's Seminary 5012 Seminary Road Camarillo CA 930122500 951642384 501(C)(3) 5000 for support for community and regional projects identified with the Roman Catholic Church Stanford University Montag Hall 355 Galvez St Stanford CA 943056106 941156365 501(C)(3) 5000 to be used for any educational expenses included in the cost of Brian Nguyen's ( Student ID #06222930) attending your institution. We encourage its use for non-taxable purposes including tuition, books, fees, or equipment needed for course work. Please be aware that these funds are intended to be used to reduce student obligations or loans rather than reducing scholarships or grants given by the university (unless required by federal law) Temple Ner Simcha 5737 Kanan Road Agoura Hills CA 91301 472556081 Religious Organizati 5000 for general charitable purposes University of Washington Foundation 407 Gerberding Hall Seattle WA 981951210 943079432 501(C)(3) 5000 for general charitable purposes of the Bill holm Center Cultural department of the Burke Museum, in memory of Gordon J. Carlson. this gift is restricted to the Bill Holm Center Research Endowment Fund #HOLMBC-99-1074 Ventura County Housing Trust Fund 4001 Mission Oaks Blvd Suite O Camarillo CA 93012 453191747 501(C)(3) 5000 for VCHTF's Annual fundraising and social event on September 21st 2017. Please note that the fund advisor and donor may not receive any tangible benefits and declines any associated sponsor level gifts such as membership, dinner tickets, etc., for themselves, family members, or related parties due to the IRS restriction YMCA of Southeast Ventura County 100 E Thousand Oaks Blvd Suite 187 Thousand Oaks CA 91360 952305501 501(C)(3) 5000 for Sponsorship of the Joel and Frances McCrea Gala 83 12 Scholarships 421 997060 Part I, Line 2: All grantee organizations must be duly certified and recognized by the IRS as a valid 501(c)(3) organization for which it has a formal IRS determination letter. Any organization that deposits or cashes a grant check sent by VCCF certifies that the grant will be used to fulfill its charitable purpose. Some fund agreements require additional reporting. This includes a full financial accounting of the expenditure and a brief narrative report when the grant is completed or no later than 30 days after the grant period end date. Additionally, VCCF conducts further financial due diligence and program review of grantees when stipulated in fund agreements or donor requests. VCCF may initiate its own additional due diligence on any nonprofit at any time, even if it is not requested by the donor, if it becomes aware of potential risk factors that potentially compromise an organization's ability to adhere to donor intent. This additional due diligence process often includes, but is not limited to, the following questions: 1. Is the organization in good financial health and fiscally well managed? 2. Is the project proposed in the grant request well-conceived and likely to be successful and is the project budget presented in the grant request accurate and is a budget narrative attached which provides rational for expenses? 3. Does the prospective grantee demonstrate the full support of its organizational leadership and the community engaged in the proposed project budget? 4. Can we assure that all funding received (including grants and contracts awarded) to the potential grantee will be used for the proposed project in keeping with the foundation's mission to address unmet needs in the community? When an organization is determined to be in poor financial standing based on the additional due diligence required by the donor or fund agreement, more specifically when an organization has negative unrestricted net assets, VCCF will require them to submit a letter, signed by the Board President and Treasurer on how the nonprofit's leadership team (Board and Officers) is addressing the situation, including producing an 18-month operating budget forecast. An income statement will provide information on an organization's annual performance in terms of revenue and expenses while a balance sheet will provide information on organization's total assets and liabilities. When looking at these documents, VCCF will consider some of the following questions: 1. Has an organization's income been increasing at a similar rate to their expenses or not? 2. Are they generally bringing in more than they spend in order to grow the organization? 3. What is their current cash on hand, do they have enough to meet expenses next month or 3 months from now? 4. How many days/ months of reserves do they have in case expected funding doesn't come through? 5. What is the programmatic budget in relationship to organizational budget (i.e., does it represent a substantial proportion of the overall budget total)? VCCF then uses a financial assessment tool to answer these questions and provide for a visual representation of the financial health of an organization over time. While on their own these do not necessarily predict the success or failure of a particular project, they do help guide the right financial questions of current and prospective grantees to make sure they can put grant funds to good use and have a plan in mind to address any potential challenges. If an organization fails to be transparent and/ or provide satisfactory answers to questions asked, VCCF will likely deny any grant funding. Additionally, if VCCF becomes aware that an organization failed to adhere to the requirements of the grant purpose, VCCF will require the organization to repay all funding and will add them to a "Do Not Fund" list for any future consideration. If an organization is unable to use all grant awarded funds for the required charitable purpose, the organization is required to return all remaining funds to VCCF. All grants require approval by the VCCF Chief Compliance Officer and are signed by the President & CEO. VCCF Board of Director approval is required for all donor advised grantmaking and scholarship disbursements. Finally, all grant funds must be used in compliance with all applicable anti-terrorist financing and asset control laws, statutes and executive orders. X X 0 0 0 0 0 0 0 0 0 Vanessa Bechtel President & CEO 160000 0 0 0 0 0 8752 0 5400 0 174152 0 0 0 X 6 622711 FMV 0 0 1 0 Part I, Column (b): The number of contributions reported in column (B) is the number of donors that provided non-cash contributions and not the number of items contributed. Form 990, Part VI, Section B, line 11b The VCCF audit committee will review the form 990 in conjunction with the corresponding audited financial statements and submit them for approval to the full board of directors at its annual meeting as two separate votes. All VCCF board of directors and officers received the form 990 in its entirety immediately before filing. The tax return is signed by either the President & CEO or CFO at the time of submittal. Form 990, Part VI, Section B, line 12c The Board of Directors, VCCF Scholarship and Investment Committees, as recognized by the VCCF Board of Directors, Staff and any recurrent volunteers are required to sign and comply with the policy annually. The Board and Management regularly monitors for potential conflicts of interest. If a conflict is found to exist, the person with the conflict is asked to recuse him/herself from any voting on related matters. Form 990, Part VI, Section B, line 15 Newly retained VCCF Officers and Senior Management took self-imposed salary reductions of up to 20% in mid Fiscal Year 2015, which has continued throughout Fiscal Year 2017, in an effort to support the fiscal restructuring efforts of VCCF. VCCF intends to restore compensation to these Officers and Senior Management in Fiscal Year 2018, or as soon as financially possible. The starting compensation of these Officers and Senior Management were consistent with salary surveys provided by the Southern California Compensation Survey, League of California Community Foundations, and Council on Foundations national data when they were hired in Fiscal Year 2015. Form 990, Part VI, Section C, line 19 VCCF posted the Form 990 on its website and provided it upon request in either electronic or printed form. All governing documents are available upon request and provided within one business day. Requests can be made at www.vccf.org. Form 990, Part XI, line 9: Change in Value of Split Interest Trusts -42,799. Form 990, Part XII, Line 2c: The process has not changed from the prior year. VCCF Nonprofit Center LLC 4001 Mission Oaks Blvd Suite A Camarillo CA 93012 460705326 RENTAL OF OFFICE BUILDING TO LOCAL NON-PROFIT ORGANIZATIONS CA 578393 9441196 VENTURA COUNTY COMMUNITY FOUNDATION MARTIN V AND MARTHA K SMITH FOUNDATION 4001 Mission Oaks Blvd Suite A Camarillo CA 93012 770048451 TO ENHANCE THE QUALITY OF LIFE FOR RESIDENTS OF VENTURA CO, OXNARD PLAINS CA 501(c)(3) 509(a)(3) VENTURA COUNTY COMMUNITY FOUNDATION 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Martin V & Martha K Smith Foundation L 50000 CASH