2015-05-14T15:17:09-05:00 2014-12-31 943108253 NOVOGRADAC & COMPANY LLP PO BOX 7833 SAN FRANCISCO CA 941207833 990 2014-01-01 942808039 COMMUNITY FOUNDATION SANTA CRUZ COUNTY COMM 8316622000 7807 SOQUEL DRIVE APTOS CA 95003 SUSAN FARRAR CFO 8316622000 2015-05-14 1 KEVIN T WILSON P01313212 4153568000 2014 2016-02-25 16:41:14Z SUSAN FARRAR 7807 SOQUEL DRIVE APTOS CA 95003 75210668 0 X WWW.CFSCC.ORG X 1982 CA FOUNDED IN 1982, COMMUNITY FOUNDATION SANTA CRUZ COUNTY IS A PUBLIC, NONPROFIT ORGANIZATION CREATED BY AREA RESIDENTS AS A PERMANENT, LOCAL RESOURCE FOR CHARITABLE GIVING. THE MISSION IS TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE.TO FULFILL ITS MISSION, THE FOUNDATION:*BUILDS PERMANENTLY ENDOWED FUNDS CONTRIBUTED BY MANY INDIVIDUALS AND INSTITUTIONS;*ENGAGES DONORS AND PROFESSIONAL ADVISORS IN CHARITABLE GIVING;*PROVIDES GRANTS AND ASSISTANCE TO DEVELOP AND STRENGTHEN COMMUNITY ORGANIZATIONS;*ENCOURAGES PARTNERSHIPS WITH FOUNDATIONS, BUSINESSES, AND GOVERNMENT TO INCREASE FUNDS DISTRIBUTED TO THE COMMUNITY; AND*INSPIRES PHILANTHROPY AND COMMUNITY INVOLVEMENT 17 17 18 0 0 0 22673685 30600128 0 425847 2723946 3583713 96113 -66776 25493744 34542912 6224519 13506748 0 0 1220941 1294959 0 0 474159 847770 1003534 8293230 15805241 17200514 18737671 78872547 99108790 3723816 5279762 75148731 93829028 TO PROMOTE PHILANTHROPY TO MAKE SANTA CRUZ COUNTY A BETTER PLACE TO LIVE, NOW AND IN THE FUTURE. 0 0 14856923 13506748 359071 DONOR-ADVISED AND DISCRETIONARY FUNDS HELD AT THE FOUNDATION PROVIDED GRANTS TO TAX-EXEMPT 501(C)(3) NONPROFIT ORGANIZATIONS, CHARITABLE ORGANIZATIONS AND PUBLIC SECTOR SERVICE AGENCIES IN SANTA CRUZ COUNTY AND BEYOND IN SIX BROAD FIELDS OF INTEREST DESIGNATED BY OUR BOARD OF DIRECTORS AS CORE TO OUR MISSION. THESE ARE: ARTS, HISTORY AND CULTURE; COMMUNITY DEVELOPMENT; EDUCATION/YOUTH SERVICES; ENVIRONMENT; HEALTH, AND; HUMAN SERVICES. 14856923 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 31 0 18 0 0 0 0 0 0 0 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X X COMMUNITY FOUNDATION SANTA CRUZ COUNTY 8316622000 7807 SOQUEL DRIVE APTOS CA 95003 MICHAEL K O'FARRELL PRESIDENT 1.00 X X 0 0 0 DINA HOFFMAN VICE PRESIDENT 1.00 X X 0 0 0 LINDA FAWCETT SECRETARY 1.00 X X 0 0 0 MICHAEL F MEARA TREASURER 1.00 X X 0 0 0 CEIL CIRILLO DIRECTOR 1.00 X 0 0 0 MARILYN CALCIANO DIRECTOR 1.00 X 0 0 0 MARTIN M CHEMERS DIRECTOR 1.00 X 0 0 0 FRENY COOPER DIRECTOR 1.00 X 0 0 0 CYNTHIA DRULEY DIRECTOR 1.00 X 0 0 0 JANET HEIEN DIRECTOR 1.00 X 0 0 0 LEOLA LAPIDES DIRECTOR 1.00 X 0 0 0 JERRY LOPEZ DIRECTOR 1.00 X 0 0 0 CARLOS J PALACIOS DIRECTOR 1.00 X 0 0 0 RACHEL MAYO DIRECTOR 1.00 X 0 0 0 GINNY SOLARI MAZRY DIRECTOR 1.00 X 0 0 0 TERRY MEDINA DIRECTOR 1.00 X 0 0 0 ROBERT RIDINO DIRECTOR 1.00 X 0 0 0 SUSAN FARRAR CHIEF FINANCIAL OFFICER 40.00 X 115382 0 18688 LANCE LINARES CHIEF EXECUTIVE OFFICER 40.00 X 151803 0 21981 CHRISTINA CUEVAS PROGRAM DIRECTOR 40.00 X 114349 0 17188 381534 0 57857 3 0 1 0 0 30600128 2424356 30600128 FOUNDATION SERVICES FEES 900099 425847 425847 425847 2158418 2158418 42093051 40667756 1425295 1425295 1425295 OTHER INCOME 900099 14626 14626 CHANGE IN SPLIT INTEREST AGREEMEN 900099 -81402 -81402 -66776 34542912 440473 0 3502311 13506748 13506748 307854 180838 63508 63508 755884 444020 155932 155932 150104 88174 30965 30965 81117 47649 16734 16734 89968 52848 18560 18560 38319 22509 7905 7905 189822 111506 39158 39158 16993 9983 3505 3505 21340 12536 4402 4402 135538 79618 27960 27960 99711 58571 20570 20570 28344 16650 5847 5847 291049 170967 60041 60041 28745 16885 5930 5930 REPAIRS AND MAINTENANCE 37839 22227 7806 7806 GENERAL AND ADMINISTRAT 25866 15194 5336 5336 15805241 14856923 474159 474159 1844543 1244325 601892 250872 30502 0 82582 43358 9521992 1161154 8567319 8360838 67096210 87377307 93319 80144 556180 1751946 78872547 99108790 62276 59487 1004716 1874922 2656824 3345353 3723816 5279762 X 7551158 7694331 36600468 33428451 30997105 52706246 75148731 93829028 78872547 99108790 18737671 -57374 0 X X 0 1 X 1 0 X 5416590 4909608 10344010 15863685 9092957 45626850 5416590 4909608 10344010 15863685 9092957 45626850 15115738 30511112 1110196 1100292 1253028 1680379 2158418 7302313 123793 78444 101227 96113 359071 758648 53687811 0.56830 0.56730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85 281 6534990 23360433 9313520 4050036 31574839 62254189 1 1 35696777 21518116 2157415 982240 753695 57636373 26918618 5644832 4591166 982833 475006 35696777 24289474 1217533 2303814 497152 395051 26918618 25505021 657079 -650661 829676 392289 24289474 23896810 225923 2565873 749439 434146 25505021 0.86000 0.14000 0 1 1 1083604 1083604 7343077 764457 6578620 317498 66106 251392 777813 330591 447222 8360838 CHARITABLE GIFT ANNUITY LIABILITY 692104 TAX-EXEMPT BONDS 1750000 CHARITABLE TRUST LIABILITIES 903249 3345353 X 33573592 -57374 291978 234604 33338988 1203924 1203924 34542912 15776443 204641 204641 15571802 233439 233439 15805241 PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE 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 BY THE FOUNDATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE FOUNDATION'S 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 TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE FOUNDATION ARE RECORDED IN OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REGIONAL WATER MANAGEMENT FOUNDATION ACTIVITY 377,728. INTER-ENTITY ACTIVITY -85,750. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND ACTIVITY 1,203,924. PART XII, LINE 2D - OTHER ADJUSTMENTS: REGIONAL WATER MANAGEMENT FOUNDATION ACTIVITY 290,391. INTER-ENTITY ACTIVITY -85,750. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS ACTIVITY 233,439. 1 ABUNDANT TABLE PO BOX 6295 VENTURA CA 93006 262243787 501(C)(3) 10000 TO SUPPORT MY HEALTHY PLATE-FROM THE GROUND UP AG AGAINST HUNGER PO BOX 7051 SPRECKELS CA 93962 770311596 501(C)(3) 26500 TO SUPPORT WINTER PRODUCE PROGRAM, TRANSPORTATION UPGRADE AND AG WOMEN OF THE YEAR LUNCHEON AGRICULTURAL HISTORY PROJECT 2601 E LAKE AVE WATSONVILLE CA 95076 770165945 501(C)(3) 106500 TO SUPPORT OPERATIONS AND TO CONSTRUCT A TRACTOR SHED FOR THE PRESERVATION AND DISPLAY OF EQUIPMENT AND MACHINERY AT THE SANTA CRUZ COUNTY FAIRGROUNDS AGRICULTURE AND LAND BASED TRAINING ASSOCIATION PO BOX 6264 SALINAS CA 93912 770566055 501(C)(3) 10000 TO SUPPORT EDUCATIONAL ACTIVITIES FOR FARM WORKER FAMILIES ALISAL CENTER FOR THE FINE ARTS 1330 E ALISAL ST SALINAS CA 93905 770194560 501(C)(3) 10000 FOR EL MANIFESTO DE LA COMUNIDAD COMMUNITY-BASED WALL MURAL PROJECT ALLAN HANCOCK COLLEGE FOUNDATION 800 S COLLEGE DR SANTA MARIA CA 93454 953143396 501(C)(3) 7000 FOR THE ESL PROGRAM, INCLUDING OUTREACH ACTIVITIES TO PROMOTE THE EXPANDED AGRICULTURAL PROGRAM AMAZON WATCH 2201 BROADWAY SUITE 508 OAKLAND CA 94612 954604782 501(C)(3) 15000 A THREE YEAR GRANT OF $15,000 FOR GENERAL OPERATING SUPPORT AMERICAN MOUNTAIN GUIDES ASSOCIATION 207 CANYON BLVD SUITE 201N BOULDER CO 80302 841213723 501(C)(3) 18900 TO CREATE THE FRIENDS OF RICK GAUKEL EVERYWHERE "F.O.R.G.E." SPLITBOARD SKI GUIDE SCHOLARSHIP AMERICAN RED CROSS OF THE CENTRAL COAST 2960 SOQUEL AVENUE SANTA CRUZ CA 95062 530196605 501(C)(3) 12240 FOR GENERAL OPERATING SUPPORT AND INTERNATIONAL DISASTER RELIEF TO MATCH EMPLOYEE DONATIONS ARTS COUNCIL SANTA CRUZ COUNTY 1070 RIVER STREET SANTA CRUZ CA 95060 942600140 501(C)(3) 96000 FOR GENERAL OPERATING SUPPORT AND ARTS EDUCATION AND COMMUNITY ACTIVITIES ARTS COUNCIL FOR MONTEREY COUNTY SAN CARLOS ST 5 CARMELBYTHESEA CA 93923 942805076 501(C)(3) 10650 FOR THE PAJARO PARK MURAL AND THE CHAMPIONS EVENT, IN HONOR OF PREVIOUS MEMBER'S SERVICE ON THE BOARD OF DIRECTORS ATWATER POLICE ACTIVITIES LEAGUE 750 BELLEVUE ROAD ATWATER CA 95301 770451403 501(C)(3) 6200 FOR THE CASTLE AFTERSCHOOL PROJECT AZTECAS SOCCER ACADEMY N/A NA CA 99999 770269322 501(C)(3) 11035 FOR GENERAL OPERATING SUPPORT AND MENTORSHIP SOCCER PROGRAM FOR AT-RISK BOYS IN WATSONVILLE BIONEERS COLLECTIVE HERITAGE INSTITUTE 1014 TORNEY AVE SAN FRANCISCO CA 94129 850432731 501(C)(3) 10000 FOR GENERAL OPERATING SUPPORT BLUE OCEAN INSTITUTE AT STONY BROOK UNIVERSITY STONY BROOK UNIVERSITY STONY BROOK NY 11794 611406022 501(C)(3) 10000 FOR GENERAL OPERATING SUPPORT BOYS AND GIRLS CLUB OF SANTA MARIA VALLEY 901 N RAILROAD AVE SANTA MARIA CA 93458 952468116 501(C)(3) 7500 FOR HISPANIC HERITAGE PRIDE SEASON PROGRAMMING AND CLUB EVENTS BOYS AND GIRLS CLUB OF SANTA CRUZ 543 CENTER ST SANTA CRUZ CA 95060 946129075 501(C)(3) 7800 FOR GENERAL OPERATING SUPPORT AND BOYS AND GIRLS CLUB PROGRAMS BRAVOVAIL 2271 N FRONTAGE RD W STE C VAIL CO 81657 841074065 501(C)(3) 15000 FOR GENERAL OPERATING SUPPORT BRADEN HILL N/A NA CA 99999 8000 SCHOLARSHIP CABRILLO COLLEGE FOUNDATION 6500 SOQUEL DRIVE APTOS CA 95003 946121953 501(C)(3) 747401 FOR GENERAL OPERATING SUPPORT AND VARIOUS SCHOLARSHIP FUNDS, INCLUDING THE CABRILLO ADVANCEMENT PROGRAM (CAP) FOR LAKEVIEW MIDDLE SCHOOL CABRILLO FESTIVAL OF CONTEMPORARY MUSIC 147 S RIVER ST 232 SANTA CRUZ CA 95060 946123298 501(C)(3) 27500 FOR GENERAL OPERATING SUPPORT CALIFORNIA CERTIFIED ORGANIC FARMERS 2155 DELAWARE AVE SANTA CRUZ CA 95060 300106255 501(C)(3) 10000 FOR THE FUTURE ORGANIC FARMER GRANT FUND CALIFORNIA STATE PARKS FOUNDATION 50 FRANCISCO STREET SUITE 110 SAN FRANCISCO CA 94133 941707583 501(C)(3) 6000 FOR GENERAL OPERATING SUPPORTFOR GENERAL OPERATING SUPPORT CALIFORNIA STRAWBERRY GROWERS SCHOLARSHIP FUND PO BOX 269 WATSONVILLE CA 95077 770411386 501(C)(3) 10000 FOR SCHOLARSHIPS CASA DE LA CULTURA CENTER 1901 SAN PABLOA AVE BERKELEY CA 94702 300586010 501(C)(3) 6131 FOR GENERAL OPERATING SUPPORT, ON BEHALF OF DRISCOLL'S PHILANTHROPY WINTER WISHES CAMPAIGN CENTER FOR COMMUNITY ADVOCACY 22 W GABILAN ST SALINAS CA 93901 770192068 501(C)(3) 7760 FOR THE STRONG FAMILIES PROGRAM AND GRUPOS UNIDOS DE GONZALES CENTRAL CALIFORNIA ALLIANCE FOR HEALTH 530 W 16TH ST MERCED CA 95340 770395311 501(C)(3) 498283 FOR HEALTHY KIDS OF SANTA CRUZ COUNTY INSURANCE PREMIUM COSTS FOR KIDS 6 TO 18 YEARS OF AGE CENTRAL COAST ALLIANCE UNITED FOR SUSTAINABLE ECONOMY 2021 SPERRY AVE STE 18 VENTURA CA 93003 770578864 501(C)(3) 10000 FOR FARMWORKER LEADERSHIP CENTRAL COAST VISITING NURSE ASSOCIATION FOUNDATION PO BOX 2480 MONTEREY CA 93942 770441676 501(C)(3) 10000 TO EXPAND THE FAMILY WELLNESS PROGRAM (SALUD PARA TODOS) CENTRAL COAST LITERACY COUNCIL 421 S MCCLELLAND STREET SANTA MARIA CA 93454 770119386 501(C)(3) 6500 FOR GENERAL OPERATING SUPPORT CENTRAL COAST YMCA 500 LINCOLN AVE SALINAS CA 93901 770202335 501(C)(3) 370000 FOR RENOVATION AND RECONSTRUCTION OF YMCA FACILITIES AND VARIOUS PROGRAMS CESAR GARCIA LOPEZ N/A NA CA 99999 8000 SCHOLARSHIP CHILDREN'S HOSPICE AND PALLIATIVE CARE COALITION 65 NIELSON ST STE 108 WATSONVILLE CA 95076 020646450 501(C)(3) 5450 FOR GENERAL OPERATING SUPPORT CHISPA 295 MAIN ST SUITE 100 SALINAS CA 93901 942631608 501(C)(3) 7131 FOR THE COMMUNITY SERVICES DEPARTMENT AND CHISPA'S ANNUAL CELEBRATION COASTAL KIDS HOME CARE 1172 S MAIN STREET 125 SALINAS CA 93901 202549984 501(C)(3) 10000 TO SUPPORT CLINIC ON WHEELS AND BRING PEDIATRIC HOME HEALTH CARE TO CHILDREN COASTAL WATERSHED COUNCIL 345 LAKE AVE SANTA CRUZ CA 95062 680368798 501(C)(3) 14000 FOR GENERAL OPERATING AND EDUCATIONAL OPPORTUNITY SUPPORT COMMUNITY ACTION BOARD OF SANTA CRUZ COUNTY 406 MAIN STREET STE 207 WATSONVILLE CA 95076 942523780 501(C)(3) 6000 FOR GENERAL OPERATING SUPPORT CORNERSTONE THEATER COMPANY 708 TRACTION AVE LOS ANGELES CA 90013 954493498 501(C)(3) 10000 TO SUPPORT COMMUNITY ENGAGEMENT AND PRODUCTION OF THE PLAY CALIFORNIA: THE TEMPEST IN SALINAS, CALIFORNIA COMMUNITY BRIDGES 236 SANTA CRUZ AVE APTOS CA 95003 942460211 501(C)(3) 5750 FOR GENERAL OPERATING SUPPORT AND VARIOUS PROGRAMS AT VARIOUS RESOURCE CENTERS COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 941615897 501(C)(3) 10000 FOR GENERAL OPERATING SUPPORT COMMUNITY MUSIC SCHOOL OF SANTA CRUZ 112 PLATEAU AVE SANTA CRUZ CA 95060 770308416 501(C)(3) 5250 FOR GENERAL OPERATING SUPPORT COURT APPOINTED SPECIAL ADVOCATES OF SANTA CRUZ - CASA 813 FREEDOM BOULEVARD WATSONVILLE CA 95076 770305354 501(C)(3) 50500 FOR GENERAL OPERATING SUPPORT AND TO EXPAND TRAINING AND MENTORING OF CASA ADVOCATES DIGITAL NEST 17 ASPEN WAY WATSONVILLE CA 95076 770197150 501(C)(3) 6500 FOR GENERAL OPREATING SUPPORT DIENTES COMMUNITY DENTAL CARE 1830 COMMERCIAL WAY SANTA CRUZ CA 95065 770311752 501(C)(3) 59100 FOR GENERAL OPERATING SUPPORT DIVERSITY CENTER 1117 SOQUEL AVE SANTA CRUZ CA 95062 770212967 501(C)(3) 41312 FOR GENERAL OPERATING SUPPORT AND FISCAL SPONSOR FOR THE QUEER YOUTH LEADERSHIP TASK FORCE DOMINICAN HOSPITAL FOUNDATION 1555 SOQUEL DRIVE SANTA CRUZ CA 95065 942450442 501(C)(3) 6000 FOR GENERAL OPERATING SUPPORT AND OPERATIONS OF THE ACUTE REHABILITATION CENTER ELKHORN SLOUGH FOUNDATION 1700 ELKHORN ROAD WATSONVILLE CA 95076 942823247 501(C)(3) 22000 FOR GENERAL OPERATING SUPPORT ENCOMPASS COMMUNITY SERVICES 195 HARVEY WEST BLVD SANTA CRUZ CA 95060 237275290 501(C)(3) 27831 TO SUPPORT VARIOUS PROGRAMS AND SERVICES FRANCISCAN WORKERS OF JUNIPERO SERRA 30 SOLEDAD ST SALINAS CA 93901 770081240 501(C)(3) 6131 FOR DOROTHY'S PLACE, ON BEHALF OF DRISCOLL'S PHILANTHROPY WINTER WISHES CAMPAIGN FOOD SHARE INC 4156 SOUTHBANK RD OXNARD CA 93036 770018162 501(C)(3) 11500 FOR FARMWORKER HUNGER ALLEVIATION AND OTHER GENERAL OPERATING SUPPORT FAMILY SERVICE AGENCY OF THE CENTRAL COAST 104 WALNUT AVE 208 SANTA CRUZ CA 95060 941716354 501(C)(3) 12500 TO SUPPORT ENTRE NOSOTRAS (BETWEEN US) PROGRAM AND VARIOUS OTHER PROGRAMS FARMWORKERS SELF-HELP INC 37240 LOCK ST DADE CITY FL 33523 592382744 501(C)(3) 10000 FOR GENERAL OPERATING SUPPORT FILM BIZ RECYCLING 540 PRESIDENT ST BROOKLYN NY 11215 800313371 501(C)(3) 25000 FOR GENERAL OPERATING SUPPORT FOOD BANK FOR MONTEREY COUNTY 815 W MARKET STREET SALINAS CA 93901 770270228 501(C)(3) 6131 FOR GENERAL OPERATING SUPPORT, ON BEHALF OF DRISCOLL'S PHILANTHROPY WINTER WISHES CAMPAIGN FOOD BANK OF SANTA BARBARA COUNTY 1525 STATE ST STE 100 SANTA BARBARA CA 93101 770169214 501(C)(3) 5500 FOR GENERAL OPERATING SUPPORT, ANNUAL TURKEY DRIVE, AND HEALTHY SCHOOL PANTRY PROGRAM FRIENDS OF LONG MARINE LAB - SEYMOUR CENTER 100 SHAFFER RD SANTA CRUZ CA 95060 237394590 501(C)(3) 29500 FOR GENERAL OPERATING SUPPORT FRIENDS OF SANTA CRUZ STATE PARKS 144 SCHOOL STREET SANTA CRUZ CA 95060 510183410 501(C)(3) 7000 TO SUPPORT THE CASTRO ADOBE AND GENERAL SUPPORT FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARIES PO BOX 8472 SANTA CRUZ CA 95061 942612557 501(C)(3) 6250 FOR GENERAL OPERATING SUPPORT GAULT ELEMENTARY SCHOOL 1320 SEABRIGHT AVE SANTA CRUZ CA 95062 501(C)(3) 6500 TO PURCHASE AGRICULTURALLY FOCUSED MATERIALS FOR THE SCHOOL LIBRARY GEORGIANA BRUCE KIRBY PREPARATORY SCHOOL 425 ENCINAL ST SANTA CRUZ CA 95060 680413959 501(C)(3) 11000 FOR GENERAL OPERATING SUPPORT GIRLS INC OF THE CENTRAL COAST 318 CAYUGA ST STE 209 SALINAS CA 93901 205040398 501(C)(3) 10750 FOR THE ECHO PROGRAM TO INCREASE EXPOSURE TO AGRICULTURE AREAS OF STUDY AND AGRICULTURE RELATED CAREERS GREY BEARS 2710 CHANTICLEER AVE SANTA CRUZ CA 95065 942298681 501(C)(3) 30000 FOR GENERAL OPERATING SUPPORT AND PURCHASES FOR BROWN BAG PROGRAM GLIDE 330 ELLIS ST SAN FRANCISCO CA 94102 941156481 501(C)(3) 5300 TO SUPPORT BUILDING AFFORDABLE HOMES FOR QUALIFIED FAMILIES GOOD SHEPHERD CATHOLIC SCHOOL 2727 MATTISON LANE SANTA CRUZ CA 95065 941658139 501(C)(3) 25000 FOR THE EXCLUSIVE PURPOSE OF UPGRADING AND IMPROVING THE SCHOOL'S ATHLETIC AND PLAYGROUND FACILITIES AT 2727 MATTISON LANE, SANTA CRUZ, CA 95065 HEALING OUR FUTURE N/A NA CA 99999 680389973 501(C)(3) 20500 FOR GENERAL OPERATING SUPPORT HOMELESS SERVICES CENTER 115A CORAL ST SANTA CRUZ CA 95060 770334183 501(C)(3) 27150 FOR GENERAL OPERATING SUPPORT AND PROVIDE SHELTERS HOOVER INSTITUTION - STANFORD UNIVERSITY 434 GALVEZ MALL STANFORD CA 94305 941156365 501(C)(3) 100000 FOR STANFORD UNIVERSITY'S HOOVER INSTITUTION HOSPICE OF SANTA CRUZ COUNTY 940 DISC DRIVE SCOTTS VALLEY CA 95066 942497618 501(C)(3) 224500 FOR GENERAL OPERATING SUPPORT AND TO NAME HOSPICE OF SANTA CRUZ COUNTY'S WATSONVILLE FACILITY "THE BORINA FAMILY CENTER FOR COMPASSIONATE CARE" INDEPENDENT WORLD TELEVISION INC 235 HOLLIDAY ST BALTIMORE MD 21202 010808098 501(C)(3) 25000 TO SUPPORT THE REAL NEWS NETWORK INTERMOUNTAIN HEALTHCARE FOUNDATION 36 SOUTH STATE STREET SALT LAKE CITY UT 84111 911839151 501(C)(3) 10000 FOR DIETARY FOOD EQUIPMENT JACOB'S HEART CHILDREN'S CANCER ASSOCIATION 2007 FREEDOM BLVD FREEDOM CA 95019 680413822 501(C)(3) 11250 FOR GENERAL OPERATING SUPPORT AND TO SUPPORT THE FULL HEARTS GROCERY AND NUTRITION PROGRAM. JUNIOR ACHIEVEMENT WORLDWIDE ONE EDUCATION WAY COLORADO SPRINGS CO 80906 273666259 501(C)(3) 30000 FOR GENERAL OPERATING SUPPORT KARIMU INTERNATIONAL HELP FOUNDATION 155 ROWARDENNAN DR BEN LOMOND CA 95005 320227956 501(C)(3) 15000 FOR GENERAL OPERATING SUPPORT KAZU 903 FM 100 CAMPUS CENTER BUILDING 201 ROOM 317 SEASIDE CA 93955 770387459 501(C)(3) 7000 FOR GENERAL OPERATING SUPPORT AND UNDERWRITE SEVERAL PROGRAMS KIDPOWER TEENPOWER FULLPOWER PO BOX 1212 SANTA CRUZ CA 95061 770226712 501(C)(3) 7000 TO SUPPORT THE MIGRANT CHILDREN AND FAMILIES "EDUCATIONAL ASSISTANCE AND MIGRANT EDUCATION" TEACHERS TRAINING PROGRAM KUUMBWA JAZZ CENTER 320 CEDAR ST SANTA CRUZ CA 95060 510159252 501(C)(3) 12075 FOR GENERAL OPERATING SUPPORT AND VARIOUS PROGRAMS AND FUNDS LAND TRUST OF SANTA CRUZ COUNTY 617 WATER ST SANTA CRUZ CA 95060 942431856 501(C)(3) 26000 FOR GENERAL OPERATING SUPPORT, CONSTRUCTION OF THE RAIL TRAIL IN SANTA CRUZ COUNTY AND FOR THE CAPITAL CAMPAIGN LANDWATCH MONTEREY COUNTY 150 CAYUGA ST SALINAS CA 93901 911862145 501(C)(3) 5500 FOR GENERAL OPERATING SUPPORT LEUKEMIA & LYMPHOMA SOCIETY - GREATER BAY AREA CHAPTER 221 MAIN ST STE 1650 SAN FRANCISCO CA 94105 135644916 501(C)(3) 9951 TO SUPPORT THE BERRY ROCKIN' TEAM IN MONTEREY BAY'S MAN & WOMEN OF THE YEAR, TO MATCH VOLUNTEER AND MONETARY DONATIONS ON BEHALF OF EMPLOYEES LIFE LAB SCIENCE PROGRAM 1156 HIGH ST SANTA CRUZ CA 95064 942778848 501(C)(3) 29550 TO SUPPORT "FOOD,WHAT?!" PROGRAM AND FOR GENERAL OPERATING SUPPORT LIVE OAK SCHOOL DISTRICT 984-1 BOSTWICK LANE SANTA CRUZ CA 95062 24000 TO SUPPORT SUMMER WOODSHOP CLASSES AND SCHOLARSHIPS FOR SHORELINE MIDDLE SCHOOLS' 8TH GRADE STUDENTS MAR VISTA ELEMENTARY SCHOOL 6860 SOQUEL DR APTOS CA 95003 463398144 501(C)(3) 7000 FOR THE MAR VISTA PARENT AND SCHOOL CLUB'S IPAD PROJECT MONARCH SERVICES 1414 SOQUEL AVE STE 226 SANTA CRUZ CA 95062 942462783 501(C)(3) 20885 TO PROVIDE GENERAL OPERATING SUPPORT AND FOR CRISIS COUNSELING, SHELTER, LEGAL ASSISTANCE AND ADVOCACY TO HELP VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT REPAIR THEIR LIVES MONTANA LAND RELIANCE 324 FULLER AVE HELENA MT 59624 810369262 501(C)(3) 25000 FOR GENERAL OPERATING SUPPORT MARIAN MEDICAL CENTER FOUNDATION 1400 EAST CHURCH ST SANTA MARIA CA 93454 953818027 501(C)(3) 8500 TO EXPAND AND STRENGTHEN AN EDUCATIONAL AND SUPPORTIVE PROGRAM FOR PREGNANT WOMEN WHO ARE AT RISK OF CONTRACTING OR HAVE BEEN DIAGNOSED WITH GESTATIONAL DIABETES OR DIABETES AS WELL AS THEIR NEWBORNS MONTEREY PENINSULA FOUNDATION 1 LOWER RAGSDALE DR MONTEREY CA 93940 942541783 501(C)(3) 7100 TO SUPPORT PAJARO VALLEY SHELTER SERVICES FOR THE BIRDIES FOR CHARITY PROGRAM MOUNTAIN COMMUNITY RESOURCES 6134 HWY 9 FELTON CA 95018 770193866 501(C)(3) 6000 FOR BOARD DEVELOPMENT AND LONG-TERM STRATEGIC PLANNING MUSEUM OF ART AND HISTORY AT THE MCPHERSON CENTER 705 FRONT ST SANTA CRUZ CA 95060 942718861 501(C)(3) 94500 AS A MATCHING FUND GRANT TO REVITALIZE THE HISTORY GALLERY, SUPPORT CONSTRUCTION OF THE ABBOTT SQUARE PROJECT, AND VARIOUS OTHER PROJECT AND GENERAL OPERATING SUPPORT NATIVIDAD MEDICAL FOUNDATION 1441 CONSTITUTION BLVD BUILDING 300 SALINAS CA 93906 770194989 501(C)(3) 76000 A TWO YEAR GRANT FOR THE INDIGENOUS INTEREPRETING PROGRAM AND GENERAL OPERATING SUPPORT NATURE CONSERVANCY 201 MISSION STREET 4TH FLOOR SAN FRANCISCO CA 94105 530242652 501(C)(3) 25000 FOR GENERAL OPERATING SUPPORT AND FOR THE SEYCHELLES MARINE SPATIAL PLAN NORTH MONTEREY COUNTY UNIFIED SCHOOL DISTRICT 8142 MOSS LANDING ROAD MOSS LANDING CA 95039 770103997 501(C)(3) 6131 FOR THE CASTRO PLAZA FAMILY RESOURCE CENTER, ON BEHALF OF DRISCOLL'S PHILANTHROPY WINTER WISHES CAMPAIGN PACIFIC COLLEGIATE FOUNDATION PO BOX 8166 SANTA CRUZ CA 95061 455533548 501(C)(3) 5000000 FOR THE CAPITAL CAMPAIGN ONE STEP A LA VEZ 421 SESPE AVE FILLMORE CA 93015 454604852 501(C)(3) 10000 FOR PROJECT ONE STEP ADELANTE, TO EXPOSE FILLMORE/PIRU YOUTH TO EMPLOYMENT OPTIONS IN AGRICULTURE O'NEILL SEA ODYSSEY 2222 EAST CLIFF DR STE 222 SANTA CRUZ CA 95062 770464784 501(C)(3) 19750 FOR GENERAL OPERATING SUPPORT OXNARD SCHOOL DISTRICT 1051 SOUTH A STREET OXNARD CA 93030 956002318 501(C)(3) 10000 FOR MIGRANT HOLIDAY FOOD BASKETS AND BLANKETS PAJARO MIDDLE SCHOOL 250 SALINAS RD WATSONVILLE CA 95076 770375541 501(C)(3) 15000 FOR THE ANNUAL HOLIDAY BICYCLE PROGRAM FROM 2014-2018. PAJARO VALLEY YOUTH SOCCER CLUB PO BOX 3242 FREEDOM CA 95019 770420362 501(C)(3) 7000 FOR PV UNITED 02G RED TEAM, TO MATCH CONTRIBUTIONS PAJARO VALLEY COMMUNITY HEALTH TRUST 85 NEILSON ST WATSONVILLE CA 95076 941149702 501(C)(3) 6750 FOR THE DIABETES HEALTH CENTER, PHIL RATHER FUND AND GENERAL OPERATING SUPPORT PAJARO VALLEY LOAVES AND FISHES 150 2ND ST WATSONVILLE CA 95076 770319247 501(C)(3) 42561 FOR GENERAL OPERATING SUPPORT AND TO SUPPORT THE EMPTY BOWL EVENT PAJARO VALLEY SHELTER SERVICES 115 BRENNAN ST WATSONVILLE CA 95076 941393418 501(C)(3) 309381 FOR GENERAL OPERATING SUPPORT AND FOR THE ACQUISITION OF IMPROVED OR UNIMPROVED REAL PROPERTY TO BE USED FOR PVSS'S MISSION OF PROVIDING TEMPORARY AND TRANSITIONAL HOUSING FOR ABUSED WOMEN AND CHILDREN AND HOMELESS FAMILIES PLANNED PARENTHOOD MAR MONTE 27287 PATRICK AVE HAYWARD CA 94544 941583439 501(C)(3) 9000 FOR GENERAL OPERATING SUPPORT RICE UNIVERSITY 6100 MAIN ST HOUSTON TX 77005 741109620 501(C)(3) 150000 FOR GENERAL OPERATING SUPPORT SALUD PARA LA GENTE 204 E BEACH ST WATSONVILLE CA 95076 942705747 501(C)(3) 15000 A FIVE YEAR GRANT OF $15,000 FOR GENERAL OPERATING SUPPORT. SANTA CRUZ COMMUNITY HEALTH CENTERS 250 LOCUST STREET SANTA CRUZ CA 95060 237428303 501(C)(3) 24850 TO HELP RETIRE THE DEBT INCURRED BY BUILDING A NEW CLINIC IN THE EAST CLIFF VILLAGE SHOPPING CENTER, SANTA CRUZ, CA, IN 2014 AND GENERAL OPERATING SUPPORT SANTA CRUZ MONTESSORI SCHOOL 6230 SOQUEL DR APTOS CA 95003 941573507 501(C)(3) 6000 FOR GENERAL OPERATING SUPPORT AND FOR THE OHLONE CLASSROOM, TO MATCH HEIDI O'NEIL'S CONTRIBUTION SANTA CRUZ COUNTY SYMPHONY 307 CHURCH ST SANTA CRUZ CA 95060 942373284 501(C)(3) 9500 TO ENHANCE AUDIENCE FOR AND SUSTAINABILITY OF THE SYMPHONY AND GENERAL OPERATING SUPPORT SANTA CRUZ SHAKESPEARE 500 CHESTNUT ST STE 250 SANTA CRUZ CA 95060 464635444 501(C)(3) 8509 FOR GENERAL OPERATING SUPPORT SANTA CRUZ MUSEUM OF NATURAL HISTORY 1305 E CLIFF DR SANTA CRUZ CA 95062 942427733 501(C)(3) 15000 FOR GENERAL OPERATING SUPPORT SANTA CRUZ TODDLER CARE CENTER 1738 16TH AVE SANTA CRUZ CA 95062 942457539 501(C)(3) 16000 FOR GENERAL OPERATING SUPPORT SAVE OUR SHORES 345 LAKE AVE SANTA CRUZ CA 95062 942745941 501(C)(3) 6500 TO SUPPORT ITS APPLICATION FOR CERTIFICATION AS A MONTEREY BAY AREA GREEN BUSINESS AND GENERAL OPERATING SUPPORT SAVE THE REDWOODS LEAGUE 114 SANSOME STREET SUITE 1200 SAN FRANCISCO CA 94104 940843915 501(C)(3) 6000 FOR GENERAL OPERATING SUPPORT SECOND HARVEST FOOD BANK 1051 BING ST SAN CARLOS CA 94070 770326685 501(C)(3) 132632 FOR GENERAL OPERATING SUPPORT AND FOR CONSTRUCTION COSTS OF PHASE II OF THE FOOD BANK SERVICES EXPANSION PROJECT SEMPERVIRENS FUND 419 S SAN ANTONIO ROAD LOS ALTOS CA 94022 942155097 501(C)(3) 6500 FOR THE GREAT PARK CAMPAIGN AND FOR GENERAL OPERATING SUPPORT SISTERS SERVANTS OF THE IMMACULATE HEART OF MARY 2300 ADAMS AVENUE SCRANTON PA 18509 231576706 10000 FOR THE CAMILLA HALL EXPANSION PROJECT SPARTAN FOUNDATION 1 WASHINGTON SQ SAN JOSE CA 95192 946122504 501(C)(3) 14100 TO SUPPORT MEN'S AND WOMEN'S WATER POLO SPECIAL OLYMPICS 3480 BUSKIRK AVENUE 340 PLEASANT HILL CA 94523 520889518 501(C)(3) 10000 FOR ESPORTS INITIATIVES ST FRANCIS CENTRAL COAST CATHOLIC HIGH SCHOOL 2400 E LAKE AVE WATSONVILLE CA 95076 770553474 501(C)(3) 390000 FOR UPGRADING THE SCHOOL'S FOOTBALL/SOCCER FIELD AND THE BASEBALL INFIELD BY INSTALLING ALL WEATHER TURF AND RELATED IMPROVEMENTS AND EQUIPMENT STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 941156365 501(C)(3) 991060 FOR CONSTRUCTION OF THE BILL AND CLOY CODIGA RESOURCE RECOVERY CENTER SPECTORDANCE 3343 PAUL DAVIS DR MARINA CA 93933 931203319 501(C)(3) 7500 FOR FREE PERFORMANCES AND POST-PERFORMANCE COMMUNITY DISCUSSIONS OF "FIGURES IN THE DUST" STUDENT CONSERVATION ASSOCIATION 1230 PRESERVATION PARK WAY OAKLAND CA 94612 910880684 501(C)(3) 6000 FOR GENERAL OPERATING SUPPORT ST ANTHONY FOUNDATION 150 GOLDEN GATE AVE SAN FRANCISCO CA 94102 941513140 501(C)(3) 50000 TO SUPPORT ST. ANTHONY FOUNDATION'S CHARITABLE ACTIVITIES AND/OR PROGRAMS IN MEMORY OF JUDGE ROBERT H. SCHNACKE TANNERY ARTS CENTER 1050 RIVER STREET STUDIO 118 SANTA CRUZ CA 95060 753134282 501(C)(3) 44500 TO SUPPORT THE PERFORMING ARTS CENTER STANFORD UNIVERSITY-SCHOOL OF MEDICINE 291 CAMPUS DRIVE STANFORD CA 94305 941156365 501(C)(3) 10000 FOR HPV CANCER RESEARCH TEMPLE BETH ELJEWISH COMMUNITY CENTER 3055 PORTER GULCH ROAD APTOS CA 95003 946139655 501(C)(3) 5500 FOR MAINTENANCE OF BUILDINGS THAT ARE AVAILABLE FOR COMMUNITY USE AND TO SPONSOR THE "OUT IN OUR FAITH" 10TH ANNIVERSARY DINNER EVENT SUSAN G KOMEN 3-DAY FOR THE CURE 205 N MICHIGAN AVENUE SUITE 2630 CHICAGO IL 60601 751835298 501(C)(3) 7424 TO SUPPORT MULTIPLE PARTICIPANTS AND MATCH EMPLOYEE CONTRIBUTIONS THE BEAT WITHIN PO BOX 34310 SAN FRANCISCO CA 94134 941709509 501(C)(3) 12500 TO REDUCE RECIDIVISM BY TEACHING LITERACY AND CRITICAL THINKING SKILLS TO INCARCERATED YOUTH TRUST FOR PUBLIC LAND 101 MONTGOMERY ST 900 SAN FRANCISCO CA 94104 237222333 501(C)(3) 7000 FOR THE NORTHERN ROCKIES PROGRAM UC SANTA CRUZ FOUNDATION 1156 HIGH ST SANTA CRUZ CA 95064 237394590 501(C)(3) 292000 FOR VARIOUS PROGRAMS, CENTERS, AND GROUPS AT UCSC UNITED WAY OF SANTA CRUZ COUNTY 4450 CAPITOLA RD 106 CAPITOLA CA 95010 941422471 501(C)(3) 6500 FOR WOMEN IN PHILANTHROPY AND SUPPORT FOR OTHER PROGRAMS THE UC HASTINGS FOUNDATION 200 MCALLISTER STREET SAN FRANCISCO CA 94102 237135898 501(C)(3) 60000 FOR THE JUDGE ROBERT H. SCHNAKE JUDICIAL EXTERN SCHOLARSHIP PROGRAM TRUCKEE TRAILS FOUNDATION PO BOX 1751 TRUCKEE CA 96160 010601303 501(C)(3) 10000 FOR GENERAL OPERATING SUPPORT UNIVERSITY CORPORATION AT MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 770387459 501(C)(3) 10000 FOR UNIVERSITY VISITS, A LEADERSHIP CONFERENCE, AND THE CHICANA/O LATINA/O GRADUATION CEREMONY VANGUARD CHARITABLE ENDOWMENT PROGRAM PO BOX 55766 BOSTON MA 02205 232888152 501(C)(3) 31213 FOR MS. SHEILA M. BURKE'S PHILANTHROPIC ACCOUNT NAMED THE BURKE BORINA FUND WATSONVILLE WETLANDS WATCH PO BOX 1239 FREEDOM CA 95019 770519882 501(C)(3) 39000 A FIVE-YEAR GRANT TO PROTECT, RESTORE AND APPRECIATE THE WETLANDS OF PAJARO VALLEY, AND FOR GENERAL OPERATING SUPPORT VENTANA WILDLIFE SOCIETY 19045 PORTOLA DR STE F-1 SALINAS CA 93908 942795935 501(C)(3) 21000 FOR GENERAL OPERATING SUPPORT WALNUT AVENUE WOMEN'S CENTER 303 WALNUT AVE SANTA CRUZ CA 95060 941702678 501(C)(3) 6500 FOR GENERAL OPERATING SUPPORT WHOLE KIDS FOUNDATION 550 BOWIE ST AUSTIN TX 78703 451761682 501(C)(3) 10000 TO FUND FIVE SCHOOLS IN ORDER TO BUILD NEW OR EXPAND EXISTING GARDENS ON SCHOOL CAMPUSES IN AREAS WHERE DRISCOLL'S EMPLOYEES LIVE AND WORK WILDAID INC 744 MONTGOMERY ST SAN FRANCISCO CA 94111 203644441 501(C)(3) 50000 FOR GENERAL OPERATING SUPPORT WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 521693387 501(C)(3) 50000 FOR GENERAL OPERATING SUPPORT BONITA SCHOOL 1890 SANDALWOOD DR SANTA MARIA CA 93455 770072281 501(C)(3) 5000 FOR THE STUDENT TRIP TO BOOMERS AND FOR BICYCLE CERTIFICATES AS REWARD FOR EXCELLENCE IN ACADEMICS. BRUCE W WOOLPERT ALGEBRA ACADEMY 350 TECHNOLOGY WAY WATSONVILLE CA 95076 471116673 501(C)(3) 12500 TO SUPPORT THE BRUCE W. WOOLPERT ALGEBRA ACADEMY PROGRAM ACTIVITIES FOR THE 2014-15 PROGRAM YEAR CALIFORNIA FARM LINK 303 POTRERO STREET SUITE 29-201 SANTA CRUZ CA 95060 943332630 501(C)(3) 5000 FOR MICRO-LOANS TO ORGANIC FARMERS GIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST 10550 MERRITT ST CASTROVILLE CA 95012 941567162 501(C)(3) 10000 AS A 1:1 MATCH FOR THE GIRL SCOUTS LEADERSHIP EXPERIENCE PROGRAM. MERCED COUNTY FOOD BANK 2000 W OLIVE AVE MERCED CA 95348 800093563 501(C)(3) 11990 FOR GENERAL OPERATING SUPPORT AND FOR THE EMERGENCY FEEDING PROGRAM MESA VERDE GARDENS N/A NA CA 99999 770326685 501(C)(3) 9250 TOWARD CREATION OF ONE OF THREE NEW COMMUNITY GARDENS AND GENERAL OPERATING SUPPORT MIXTECOINDIGENA COMMUNITY ORGANIZING PROJECT 520 W 5TH ST OXNARD CA 93030 300045901 501(C)(3) 30000 TO SUPPORT TECHNICAL ASSISTANCE ACTIVITIES ALEXIS RODRIGUEZ-CAMACHO N/A NA CA 99999 8000 SCHOLARSHIP MOVEMBER INC 8599 HIGUERA ST CULVER CITY CA 90232 770714052 501(C)(3) 6131 FOR TEAM DRISCOLL'S MO BROS, ON BEHALF OF DRISCOLL'S PHILANTHROPY WINTER WISHES CAMPAIGN VERONICA PANTOJA N/A NA CA 99999 6000 SCHOLARSHIP 140 PART I, LINE 2: THE FOUNDATION CONDUCTS A THOROUGH DUE DILIGENCE PROCESS IN REVIEWING AND MONITORING ALL GRANTS APPROVED AND AWARDED BY THE FOUNDATION'S BOARD OF DIRECTORS. STAFF REVIEWS ALL REQUESTS TO FIRST ENSURE THE APPLICANT ORGANIZATION IS ELIGIBLE TO RECEIVE A GRANT FROM THE FOUNDATION UNDER THE IRS GUIDELINES FOR CHARITIES AND NONPROFITS. DURING THIS INITIAL SCREENING, THE APPLICANT'S FINANCIAL INFORMATION, GOVERNANCE AND PROGRAMS ARE REVIEWED, AND A DETERMINATION IS MADE IF THE PROPOSAL IS CONSISTENT WITH THE FOUNDATION'S INTEREST AREAS AND STRATEGIC PRIORITIES. A BOARD-APPOINTED PROGRAM COMMITTEE, COMPOSED OF BOARD MEMBERS AND OTHER COMMUNITY VOLUNTEERS, REVIEWS ELIGIBLE REQUESTS AND RECOMMENDS AWARDS BASED ON AVAILABLE FUNDS AFTER SELECTED IN-PERSON SITE VISITS AND A MORE THOROUGH REVIEW OF EACH ORGANIZATION'S ELIGIBILITY AND PROPOSED USE OF FUNDS. THESE GRANT RECOMMENDATIONS ARE THEN REVIEWED AND VOTED ON BY THE FULL BOARD. GRANTS RECOMMENDED BY DONOR-ADVISORS FROM THEIR FUNDS HELD AT THE FOUNDATION SIMILARLY RECEIVE THE SAME DUE DILIGENCE IN THE INITIAL SCREENING, BUT DO NOT GO TO THE PROGRAM COMMITTEE FOR REVIEW. THEY ARE, HOWEVER, REVIEWED AND APPROVED BY THE BOARD. IN MONITORING THE USE OF GRANT FUNDS, THE FOUNDATION REQUIRES PERIODIC WRITTEN OR ORAL REPORTS AND/OR A FINAL REPORT (INCLUDING A FINANCIAL ACCOUNTING OF HOW THE GRANT WAS SPENT) FROM ALL GRANTEES, WITH THE EXCEPTION OF DONOR ADVISED GRANTS UNDER $10,000. FOUNDATION STAFF ALSO MAINTAINS REGULAR COMMUNICATION WITH GRANT RECIPIENTS, WHO ARE ENCOURAGED TO ALERT THE FOUNDATION ABOUT ANY SIGNIFICANT CHANGES OR ISSUES DURING THE GRANT PERIOD. 0 0 0 0 0 0 0 0 0 LANCE LINARES CHIEF EXECUTIVE OFFICER 151803 0 0 0 0 0 8400 0 13581 0 173784 0 0 0 A COMMUNITY FOUNDATION SANTA CRUZ COUNTY 942808039 2011-01-01 2500000 0 0 0 A 2500000 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 45 2424356 ACTIVE MARKET PRICE 1 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 STAFF IS RESPONSIBLE FOR COMPLETING AND FILING THE FORM 990, WHICH IS REVIEWED BY MANAGEMENT STAFF AND THE CEO. PRIOR TO ITS FILING, A DRAFT IS E-MAILED TO ALL BOARD MEMBERS. THEIR COMMENTS, QUESTIONS AND CONCERNS ARE SOLICITED AND CONSIDERED PRIOR TO BEING COMPLETED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION IS COMMITTED TO THE HIGHEST ETHICAL STANDARDS IN ALL POLICIES, PROCEDURES, AND PROGRAMS. THE ABILITY OF THE FOUNDATION TO CARRY OUT ITS MISSION IS ENHANCED BY THE INVOLVEMENT OF THE BOARD OF DIRECTORS, VOLUNTEER COMMITTEE MEMBERS, AND STAFF IN THE PHILANTHROPIC LIFE AND ECONOMIC AFFAIRS OF SANTA CRUZ COUNTY. GIVEN THE FOUNDATION SERVES THE ENTIRE COUNTY, IT IS TO BE EXPECTED THAT FROM TIME TO TIME BOARD MEMBERS, VOLUNTEER COMMUNITY MEMBERS OR STAFF MAY ALSO HAVE RELATIONS WITH EXISTING OR PROPOSED RECIPIENTS OF GRANTS, VENDORS OR SERVICE PROVIDERS. TO FOSTER PUBLIC CONFIDENCE IN ITS INTEGRITY AND TO REFLECT THE FOUNDATION'S INTENTION TO MAINTAIN THE HIGHEST ETHICAL STANDARDS BY AVOIDING ANY REAL OR PERCEIVED CONFLICTS OF INTEREST, THE BOARD OF DIRECTORS HAS ADOPTED A CONFLICT OF INTEREST POLICY. THIS POLICY IS AVAILABLE FOR PUBLIC REVIEW ON OUR WEB SITE (WWW.CFSCC.ORG). A SUMMARY OF KEY ELEMENTS INCLUDE: ALL BOARD MEMBER, VOLUNTEER COMMITTEE MEMBERS, AND STAFF ARE ANNUALLY REQUIRED TO PROVIDE A LIST OF NONPROFIT AND PROFESSIONAL PHILANTHROPIC ORGANIZATIONS WITH WHICH THEY HAVE RELATIONSHIPS, AS WELL AS ANY RELATIONSHIPS OF IMMEDIATE FAMILY MEMBERS. THEY MUST DISCLOSE ANY MATERIAL OWNERSHIP OR INVESTMENT INTEREST WITH ANY ENTITY THAT HAS NEGOTIATED A TRANSACTION WITH THE FOUNDATION WITHIN THE PAST YEAR OR OF ANY TRANSACTIONS KNOWN TO BE CURRENTLY PENDING OR PROPOSED. THIS INFORMATION IS COLLECTED BY THE CEO AND REPORTED BACK TO THE BOARD. IN ALL SITUATIONS IN WHICH THERE IS A REAL OR PERCEIVED CONFLICT OF INTEREST, THOSE INDIVIDUALS MUST RECUSE THEMSELVES FROM DISCUSSION AND DECISION MAKING THAT INVOLVES THE PARTIES IN QUESTION. THIS INCLUDES THE REVIEW, DISCUSSION OR DECISION OF ANY AND ALL GRANT PROPOSALS AS WELL AS THE SELECTION OR CONTRACTING OF VENDORS OR SERVICE PROVIDERS. TO MONITOR THE NEED TO DO SO, A SCHEDULE OF BOARD MEMBER CONFLICTS IS INCLUDED IN EVERY BOARD PACKET FOR REFERENCE. EXAMPLES OF POTENTIAL CONFLICTS IN REGARDS TO THE FOUNDATION'S GRANTMAKING INCLUDE, BUT ARE NOT LIMITED TO, SERVING AS A BOARD MEMBER, EMPLOYEE, OR CONSULTANT TO A CURRENT OR POTENTIAL GRANTEE; DOING BUSINESS WITH A CURRENT OR POTENTIAL GRANTEE; OR HAVING IMMEDIATE FAMILY MEMBERS SERVING AS A BOARD MEMBER OF APPLICANT ORGANIZATIONS. ANYONE WITH SUCH CONFLICTS MUST RECUSE THEMSELVES FROM ANY DISCUSSION OR DECISION INVOLVING THOSE PARTIES. IF IT IS UNCLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE CEO WILL MAKE THAT DETERMINATION IN REGARDS TO STAFF AND THE BOARD PRESIDENT IN REGARDS TO THE CEO. FOR BOARD MEMBER OR COMMITTEE MEMBER, THE BOARD PRESIDENT OR COMMITTEE CHAIR SHALL MAKE THAT DETERMINATION. WHEN A CONFLICT EXISTS THE COMMITTEE MEMBER SHALL EXCUSE THEMSELVES FROM THE MEETING WHILE THE IMPLICATIONS OF THE AFFILIATION ARE CONSIDERED. FOR ALL MATTERS BEFORE THE BOARD WHERE A REAL OR PERCEIVED CONFLICT OF INTEREST EXISTS, THE STEPS TAKEN UNDER THE FOUNDATION'S CONFLICT OF INTEREST POLICY SHALL BE NOTED AND RECORDED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION IS COMMITTED TO ATTRACTING AND RETAINING A QUALIFIED, DIVERSE WORKFORCE THROUGH A COMPETITIVE COMPENSATION PROGRAM WITHIN THE FOUNDATION'S LABOR MARKET. THE FOUNDATION PROVIDES A NON-DISCRIMINATORY MERIT-BASED COMPENSATION PROGRAM THAT IS CAREFUL TO BALANCE THESE OBJECTIVES WITH PRUDENT USE OF THE FINANCIAL RESOURCES WHICH HAVE BEEN ENTRUSTED TO THE FOUNDATION BY ITS DONORS. TO GUIDE THIS PROCESS, THE FOUNDATION HAS ADOPTED A COMPENSATION POLICY THAT ALSO ADDRESSES THE ANNUAL EVALUATION PROCESS FOR STAFF. THE FOUNDATION CONSIDERS BEST PRACTICES AS WELL AS THE FOLLOWING IN SETTING COMPENSATION FOR ITS KEY EMPLOYEES: INTERNAL EQUITY, WHICH STRIVES TO PROVIDE EQUIVALENT COMPENSATION FOR POSITIONS OF COMPARABLE SCOPE AND RESPONSIBILITY WITHIN THE FOUNDATION; AND EXTERNAL EQUITY, INCLUDING AN ANNUAL MARKET ANALYSIS OF COMPARABLE POSITIONS IN THE COMMUNITY FOUNDATION INDUSTRY, MARKET TRENDS AND EVALUATION OF SALARY SURVEYS. ATTENTION IS ALSO GIVEN TO THE CONSUMER PRICE INDEX, BUDGETARY RESTRICTIONS AND FINANCIAL STATUS OF THE FOUNDATION. EMPLOYEES RECEIVE AN ANNUAL SALARY REVIEW BY THEIR SUPERVISORS (OR BY THE BOARD IN THE CASE OF THE CEO) AS PART OF THE PERFORMANCE RECOGNITION PLAN ANNUAL ASSESSMENT. THESE REVIEWS MAY OR MAY NOT RESULT IN A SALARY INCREASE. SALARY INCREASES ARE PROVIDED ON THE BASIS OF MERIT, SUBJECT TO BUDGETARY RESTRICTIONS AND AT THE SOLE DISCRETION OF THE FOUNDATION. ALSO, AT THE FOUNDATION'S SOLE DISCRETION, A LUMP-SUM MERIT AWARD MAY BE GRANTED TO AN EMPLOYEE WHO HAS REMAINED IN THEIR POSITION FOR MANY YEARS, IN LIEU OF AN INCREASE IN SALARY. FOR THE CEO, AN ANNUAL PERFORMANCE EVALUATION IS ONE OF THE MAJOR RESPONSIBILITIES OF THE BOARD OF DIRECTORS. THE BOARD HAS ADOPTED EVALUATION PROCEDURES ESTABLISHED BY THE COUNCIL ON FOUNDATIONS AS PART OF ITS COMMUNITY FOUNDATIONS NATIONAL STANDARDS THAT PROVIDES FOR A CONSISTENT, FAIR, SUPPORTIVE AND WELL-DOCUMENTED PROCESS. SPECIFIC STEPS IN THE CEO EVALUATION PROCESS INCLUDE A REVIEW AND DISCUSSION OF A SELF-PERFORMANCE EVALUATION AND DEVELOPMENT PLAN WITH PRIOR YEAR'S GOALS AND OBJECTIVES; AN EXECUTIVE SESSION OF THE BOARD TO DISCUSS ANY ISSUES OR CONCERNS AND TO SET NEW GOALS AND OBJECTIVES FOR THE FOLLOWING YEAR; A BOARD SESSION WITH THE CEO PRESENT FOR AN OVERALL ASSESSMENT AND GOAL SETTING, AS WELL AS DISCUSSION OF SALARY COMPENSATION BASED ON A REVIEW OF COMPARABLE SALARIES FOR OTHER COMMUNITY FOUNDATIONS OF OUR SIZE; AND, FINALLY, A SUMMARY OF THE ASSESSMENT, PLAN AND ANY SALARY INCREASE TO BE SIGNED BY BOTH THE CEO AND BOARD PRESIDENT. THE FOUNDATION USES THIS EVALUATION TOOL AS A WAY TO ENHANCE THE COMMUNICATION BETWEEN THE BOARD AND THE CEO, MEASURES SPECIFIC, ANNUAL OBJECTIVES, GAUGE JOB PERFORMANCE AND LEADERSHIP AND SERVES AS A BASIS FOR SALARY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION AS PART OF ITS DUE DILIGENCE, COMMITMENT TO TRANSPARENCY AND IN KEEPING WITH THE COUNCIL ON FOUNDATION'S COMMUNITY FOUNDATIONS NATIONAL STANDARDS MAKES AVAILABLE FOR PUBLIC INSPECTION AT ITS OFFICE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. THESE ARE ALSO AVAILABLE 24/7 ON THE FOUNDATION'S WEB SITE. IN ADDITION, THE FOUNDATION'S ANNUAL FINANCIAL STATEMENTS ARE PUBLISHED IN ITS ANNUAL REPORT. FORM 990, PART XI, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT AND THIS PROCESS HAS REMAINED CONSISTENT WITH PRIOR YEAR. NLMJ BORINA LAND LLC 7807 SOQUEL DRIVE APTOS CA 95003 463734949 HOLDING TITLE TO AGRICULTURAL LAND; LEASING AGRICULTURAL LAND CA 128987 2931529 COMMUNITY FOUNDATION SANTA CRUZ COUNTY REGIONAL WATER MANAGEMENT FOUNDATION 7807 SOQUEL DRIVE APTOS CA 95003 383763365 MANAGE THE INTEGRATED REGIONAL WATER MGMNT PROGRAM-SANTA CRUZ COUNTY CA 501(C)(3) 170(B)(1)(A)(VI) COMMUNITY FOUNDATION SANTA CRUZ COUNTY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 REGIONAL WATER MANAGEMENT FOUNDATION C 85750 AMT PAID OR REIMBURSED DIRECTLY