2024-08-05T17:55:17-05:00 2023-09-30 923054870 MAVEN OAK CPAS A PROFESSIONAL CORP 3527 MT DIABLO BLVD SUITE 350 LAFAYETTE CA 94549 990 2022-10-01 943216393 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH FOUNDATION LAFA 9252838722 49 KNOX DRIVE LAFAYETTE CA 94549 JEN CROCKER CHIEF FINANCIAL OFFICER 9252838722 2024-07-30 1 0 CHARLES COWDEN P00052226 9259005320 2024-07-30 2022 2024-08-08 14:25:15Z JEN CROCKER 49 KNOX DRIVE LAFAYETTE CA 94549 861471 0 X LOPC.ORG X 1995 CA TO SUPPORT THE FACILITIES, MISSION AND MINISTRIES OF LAFAYETTE-ORINDA PRESBYTERIAN CHURCH. 9 9 0 0 0 0 229568 407299 0 0 192091 397575 333 18336 421992 823210 589421 579302 0 0 0 0 0 0 0 66480 72231 655901 651533 -233909 171677 10465309 11844332 489205 470255 9976104 11374077 TO SUPPORT THE LONG-TERM FINANCIAL HEALTH AND GROWTH OF LAFAYETTE-ORINDA PRESBYTERIAN CHURCH (LOPC). 0 0 437662 405237 244139 GRANTS MADE TO LAFAYETTE-ORINDA PRESBYTERIAN CHURCH (LOPC)FROM DONOR RESTRICTED FUNDS PRIMARILY TO SUPPORT THE MAINTENANCE, REPAIRS AND UPKEEP ON BUILDINGS AND FACILITIES. IN ADDITION, THESE FUNDS ALSO PROVIDED SUPPORT TO MISSION AND OTHER MINISTRIES AND OPERATIONS OF THE CHURCH. 48533 44642 29465 GRANTS MADE FROM BOARD DESIGNATED FUNDS TO SUPPORT DEACONS FUND, YOUTH AND ELDER FELLOWSHIP ACTIVITIES, MUSIC AND OTHER MINISTRIES OF THE CHURCH. 165338 129423 142307 GENERAL MINISTRY SUPPORT FROM UNRESTRICTED FUNDS AND ACCOUNTS FOR LAFAYETTE-ORINDA PRESBYTERIAN CHURCH MISSION, OUTREACH AND OPERATIONS. 651533 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X X JEN CROCKER 9252838722 49 KNOX DRIVE LAFAYETTE CA 94549 X LOIS BOYD SECRETARY 3.00 X X 0 0 0 JAMES BECKEMEYER PRESIDENT 3.00 X X 0 0 0 MICHAEL ROSS DIRECTOR 3.00 X 0 0 0 JEN CROCKER TREASURER 3.00 X X 0 0 0 DARA YOUNGDALE VICE-PRESIDENT 3.00 X X 0 0 0 STACI JOHNSTON DIRECTOR 3.00 X 0 0 0 ANDY GILL DIRECTOR 3.00 X 0 0 0 LINDA ROSENTHAL DIRECTOR 3.00 X 0 0 0 LINDA FODRINI-JOHNSON DIRECTOR 3.00 X 0 0 0 0 0 0 0 0 0 0 0 407299 407299 242221 242221 193615 38261 155354 155354 155354 NET LIFE INSURANCE PRO 524113 18336 18336 18336 823210 415911 0 0 579302 579302 52307 52307 TRUSTEE EXPENSES, NET O 19924 19924 651533 651533 0 0 156557 250179 10302088 11594153 6664 0 10465309 11844332 319734 275139 169471 195116 489205 470255 X 3758914 4527072 6217190 6847005 9976104 11374077 10465309 11844332 171677 1226296 0 X 0 0 0 X 273430 169803 25110 229568 407299 1105210 273430 169803 25110 229568 407299 1105210 1105210 368480 211792 189257 283271 242221 1295021 15544 29648 2471 333 18336 66332 2466563 0.44810 0.35230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: UNUSED GRANTS RETURNED TO FUND BALANCES - 2018 AMOUNT: $ 15,544. 2019 AMOUNT: $ 10,669. 2020 AMOUNT: $ 2,471. 2021 AMOUNT: $ 333. 2022 AMOUNT: $ 0. SURRENDER OF LIFE INSURANCE POLICY - 2019 AMOUNT: $ 18,979. 2022 AMOUNT: $ 18,336. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 169471 26509 864 195116 1 X 6988512 21750 1169431 449879 36318 7693496 9025095 22500 -1535161 470063 14500 39359 6988512 7675193 22500 1721863 355468 7 38986 9025095 7518927 9548 493413 319157 888 26650 7675193 7730155 28272 133305 317962 48789 6054 7518927 0 0 0 PART IV, LINE 2B: THE FOUNDATION MAINTAINS A CUSTODIAL ACCOUNT FOR THE CHURCH'S KURTH MEMORIAL GARDEN. THE FUNDS ARE MANAGED AS PART OF THE FOUNDATION'S OVERALL PORTFOLIO BUT THE FOUNDATION HAS NO AUTHORITY OVER THEIR USE OR DISPOSITION. FORM 990, PART IV, LINE 11B THE FOUNDATION'S INVESTMENTS ARE MANAGED BY OUTSIDE INVESTMENT COUNSELORS AND ARE INVESTED IN A VARIETY OF PUBLICLY TRADED MUTUAL FUNDS, ETFS AND SIMILAR INVESTMENTS. NO SINGLE INVESTMENT IS MORE THAN 5% OF THE OWNERSHIP OF ANY ENTITY. 1 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH 49 KNOX DRIVE LAFAYETTE CA 94549 941275252 501(C)(3) 579302 0 TO SUPPORT THE FACILITIES, MISSION AND MINISTRIES OF LOPC 1 0 PART I, LINE 2: THE FOUNDATION IS OPERATED BY A BOARD OF TRUSTEES COMPRISED OF MEMBERS OF THE LAFAYETTE-ORINDA PRESBYTERIAN CHURCH (LOPC). THE BOARD MEETS MONTHLY AND ANNUALLY APPROVES GRANT REQUESTS FROM VARIOUS MINISTRY AREAS OF THE CHURCH. THE CHURCH OVERSEES THE OPERATIONS AND SPENDING OF EACH MINISTRY AREA THROUGH THEIR OVERSIGHT BOARD, THE SESSION, WHICH IN TURN REPORTS TO THE CONGREGATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL RECORDS AND TAX RETURNS ARE PROVIDED TO AND REVIEWED BY THE MEMBERS OF THE BOARD OF TRUSTEES (THE GOVERNING BOARD) PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION INVESTS ONLY IN PUBLICLY TRADED SECURITIES OVERSEEN BY AN OUTSIDE FINANCIAL ADVISOR. THE GOVERNING BODY MEETS REGULARLY WITH THE INVESTMENT ADVISORS TO REVIEW AND APPROVE ACTIVITY AND INVESTMENT DECISIONS. NO TRUSTEE HAS ANY PROFESSIONAL CONNECTION WITH THE OUTSIDE ADVISORS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES A PRESENTATION ANNUALLY AT THE CHURCH'S CONGREGATIONAL MEETING AND HAS FINANCIAL DATA AVAILABLE FOR ANY INTERESTED CONGREGANT. THE CHURCH TREASURER ALSO KEEPS COPIES OF ALL FOUNDATION FINANCIAL AND ORGANIZATIONAL DOCUMENTS AND MAKES THEM AVAILABLE TO ANYONE WHO REQUESTS THEM. LAFAYETTE-ORINDA PRESBYTERIAN CHURCH 49 KNOX DR LAFAYETTE CA 94549 941275252 CHURCH CA 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH N 0 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH B 579302 LAFAYETTE-ORINDA PRESBYTERIAN CHURCH O 60075