MCCONNELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCCONNELL FOUNDATION (EIN 94-6102700)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349108791
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T18:53:44+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Market Street Suite 3300 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941055829 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946102700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McConnell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCO | BusinessNameControlTxt |
| Phone | 5302266200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SHASTA VIEW DRIVE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Mancasola | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Mancasola | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Diane Kirmaci | PreparerPersonNm |
| PTIN | P01578407 | PTIN |
| Phone | 4155761100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $514,237,162 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,955,766 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,809,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,066,619 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,719,281 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,719,281 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,719,281 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $24,242,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,597,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,789,717 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $6,187,734 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,119,863 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,915,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,696,391 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,234,132 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $213,581 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,020,551 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,530,877 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $443,710 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,087,167 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,513,026 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $265,262 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,247,764 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $493,469 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $360,827 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $132,642 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $145,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $86,135 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,835 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,296,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,296,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $330,560 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $330,560 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,945,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $493,421 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,374 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,519,330 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $860,187 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $360,613 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $46,001 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $314,612 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,911 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,912 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,999 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $71,002 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $999 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $70,003 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,607,935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,504,929 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,901,364 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,081,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,904,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,858,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,879,631 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,887,643 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,961,566 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,904,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,745,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,954,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,792,056 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,200 | CashBOYAmt |
| Cash EOY | $2,710 | CashEOYAmt |
| Cash EOYFMV | $2,710 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,719,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,270,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,270,670 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,091,566 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $17,535,072 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,091,566 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,878,653 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $265,473,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $281,982,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $388,768,150 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $51,319,202 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $11,045,093 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $34,602,419 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $40,274,109 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $40,274,109 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,687,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,479,919 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,479,919 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $97,791,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,547,631 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $65,247,525 | LandBOYAmt |
| Land EOY | $65,243,637 | LandEOYAmt |
| Land EOYFMV | $65,293,078 | LandEOYFMVAmt |
| Other Assets BOY | $1,893,715 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,317,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,269,873 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $396,162,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $410,662,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $514,237,162 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,793,140 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $112,845 | AccountsPayableEOYAmt |
| Grants Payable BOY | $17,848,783 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $1,738,610 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,479,231 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $3,001,627 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,020 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,382,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,642,096 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $344,599,225 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $384,559,879 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $27,180,670 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $23,460,624 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,779,895 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $408,020,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $396,162,055 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $410,662,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,779,895 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,954,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,286,451 | OtherIncreasesAmt |
| Subtotal | $408,020,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $408,020,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $100,417,040 | $91,007,173 | $9,409,867 | $0 | $9,409,867 |
| GAIN FROM ALTERNATIVE INVESTMENTS | $11,379,850 | $11,379,850 | $0 | $11,379,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,789,717 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $386,310 | SubtotalAmt |
| Tax Based On Investment Income | $386,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $505,072 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $52,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $557,072 | TotalPaymentsAndCreditsAmt |
| Overpayment | $170,762 | OverpaymentAmt |
| Applied To ES Tax | $170,762 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.mcconnellfoundation.org | WebsiteAddressTxt |
| Individual With Books | John Mancasola | IndividualWithBooksNm |
| Phone | 5302266200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Shasta View Drive | AddressLine1Txt |
| City | Redding | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John A Mancasola | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | President & CEO | 50.000 | $594,015 | $86,565 | $0 |
| Shannon Phillips | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chief Operating Officer | 50.000 | $329,220 | $81,140 | $0 |
| Lee W Salter | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Treasurer | 10.000 | $27,500 | $0 | $0 |
| Eva Jimenez | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Chair of the Board | 10.000 | $27,500 | $0 | $0 |
| William W Cox | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Director | 10.000 | $27,500 | $0 | $0 |
| Pamela Newman | ||||||||
| 800 SHASTA VIEW DRIVE | Redding | CA | 96003 | Secretary | 10.000 | $27,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Darin Sanders | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | IT Administrator | 50.000 | $176,690 | $73,463 | $0 |
| David Tanner | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Sr Program Officer | 40.000 | $157,930 | $47,273 | $0 |
| Alex Carter | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Dir Land Mgmt | 40.000 | $135,351 | $53,296 | $0 |
| Rebecca Andrews | ||||||||
| 800 SHASTA VIEW DRIVE | REDDING | CA | 96003 | Controller | 50.000 | $188,790 | $39,680 | $0 |
| Jessica Rhone | ||||||||
| 800 SHASTA VIEW DRIVE | Redding | CA | 96003 | Dir Int'l Pgms | 40.000 | $128,198 | $52,995 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 19 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Modern Building Inc | |||||
| PO Box 772 | chico | CA | 95927 | General contractor | $1,177,385 |
| LSV Asset Management | |||||
| One North Wacker Drive | chicago | IL | 60606 | investment management | $705,773 |
| Carr Kennedy Peterson & Frost | |||||
| 420 Redcliff Dr | Redding | CA | 96002 | Legal services | $356,280 |
| Vestra Resources Inc | |||||
| 5300 Aviation Drive | Redding | CA | 96002 | Engineer/GIS Services | $302,743 |
| Crowe LLP | |||||
| PO Box 51660 | Los Angeles | CA | 900515960 | Accounting Services | $239,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 9 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $2,429,978 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $842,783 | Expenses2Amt |
| Description3 | See Supplemental Information. | Description3Txt |
| Expenses3 | $654,871 | Expenses3Amt |
| Description4 | See Supplemental Information. | Description4Txt |
| Expenses4 | $485,802 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Supplemental Information. | Description1Txt |
| Expenses1 | $3,933,524 | Expenses1Amt |
| Description2 | See Supplemental Information. | Description2Txt |
| Expenses2 | $3,762,438 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $237,497 | AllOtherProgramRltdInvstTotAmt |
| Total | $7,933,459 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $406,551,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,055,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $61,412,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,019,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $474,019,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,110,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $466,909,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,345,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,345,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386,310 | TotalTaxAmt |
| Distributable Before Adj | $22,959,168 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,316,794 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,275,962 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,275,962 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,745,954 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $7,933,459 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,691,346 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $30,370,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,275,962 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,542,032 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,370,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,542,032 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,275,962 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $552,765 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $552,765 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $552,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $552,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVE TANNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SHASTA VIEW DRIVE | AddressLine1Txt |
| City | REDDING | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5302266233 | RecipientPhoneNum |
| Form And Info And Materials | PAPER APPLICATIONS AND SUBMISSION OF TRANSCRIPTS, STANDARDIZED TEST SCORES, AND STUDENT AID REPORTS (SAR) SHOWING EXPECTED FAMILY CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 05 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIP ELIGIBILITY IS RESTRICTED TO RESIDENTS OF MODOC, SHASTA, SISKIYOU, TEHAMA, AND TRINITY COUNTIES. OTHER ELIGIBILITY FACTORS INCLUDE BUT ARE NOT LIMITED TO FINANCIAL NEED AND ACADEMIC PERFORMANCE. RELATIVES OF MCCONNELL FOUNDATION DISQUALIFIED PERSONS ARE INELIGIBLE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (142 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alzheimers Disease And Related Disorders Association Inc | ||||||||||||||
| 2290 N First Street Suite 101 | San Jose | CA | 951312014 | None | PC | General donation in memory of Susan Greenberg | $786 | |||||||
| American Cancer Society Inc | ||||||||||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | None | PC | General donation in memory of Patricia Wilcox | $790 | |||||||
| American River College | ||||||||||||||
| 4700 College Oak Drive | Sacramento | CA | 95841 | None | GOV | 2020 McConnell Scholars | $3,500 | |||||||
| Arizona State University | ||||||||||||||
| PO Box 870412 | Tempe | AZ | 852870412 | None | GOV | 2019 McConnell Scholars | $11,494 | |||||||
| Asian Art Museum Foundation Of San Francisco | ||||||||||||||
| 200 Larkin Street | San Francisco | CA | 94102 | None | PC | Asian Art Museum membership renewal | $188 | |||||||
| Augusta University | ||||||||||||||
| 1120 15th Street Fanning Hall Room | Augusta | GA | 30912 | None | GOV | 2018 McConnell Scholars | $11,094 | 100A | ||||||
| Axiom Repertory Theatre | ||||||||||||||
| 2613 Bechelli Lane | Redding | CA | 96002 | None | PC | Sponsorship of Young Frankenstein, Sponsor Hamlet, General Support, Sponsorship of the Christmas Story | $10,500 | |||||||
| Best Friends Animal Society | ||||||||||||||
| 5001 Angel Canyon Rd | Kanab | UT | 847415000 | None | PC | general support | $309 | |||||||
| Boise State University | ||||||||||||||
| 1910 University Drive | Boise | ID | 837251315 | None | GOV | 2019 McConnell Scholars | $8,334 | |||||||
| Berklee College of Music | ||||||||||||||
| 921 Boylston Street | nd Floor | MA | 02215 | None | PC | 2021 McConnell Scholars | $5,000 | |||||||
| Boulder Creek Elementary School | ||||||||||||||
| 505 Springer Drive | Redding | CA | 96002 | None | GOV | Mrs. Brown's 3rd grade class, Miss West's 1st grade class | $150 | |||||||
| Butte Community College | ||||||||||||||
| 3536 Butte Campus Drive | Oroville | CA | 95965 | None | GOV | 2020 McConnell Scholars | $6,000 | |||||||
| Butte Valley Museum & Historical Society | ||||||||||||||
| PO Box 251 | Dorris | CA | 96023 | None | PC | general support | $5,000 | |||||||
| Shasta Living Streets | ||||||||||||||
| 1313 California Street Fiscal Agent | Redding | CA | 96001 | None | PC | Shasta living streets bike & walk downtown & California Bicycle Coalition Education Fund | $175,000 | Shasta Living Streets | ||||||
| California Polytechnic State University Humboldt | ||||||||||||||
| 1 Harpst Street Humboldt | Arcata | CA | 95521 | None | GOV | 2017 McConnell Scholars ($10,000) 2018 McConnell Scholars ($21,249) 2019 McConnell Scholars ($27,206) 2022 McConnell Scholars ($16,863) | $79,598 | |||||||
| California Polytechnic State University Pomona | ||||||||||||||
| 3801 West Temple Avenue | Pomona | CA | 91768 | None | GOV | 2022 McConnell Scholars | $7,500 | |||||||
| California Polytechnic State University San Luis Obispo | ||||||||||||||
| 1 Grand Avenue | San Luis Obispo | CA | 93407 | None | GOV | 2018 McConnell Scholars ($8,300) 2019 McConnell Scholars ($12,500) | $20,800 | |||||||
| California State University Chico | ||||||||||||||
| Kendall Hall 105 | Chico | CA | 959290722 | None | GOV | 2017 McConnell Scholars ($6,852) 2018 McConnell Scholars ($14,178) 2019 McConnell Scholars ($61,465) 2020 McConnell Scholars ($21,500) 2021 McConnell Scholars ($3,705) 2022 McConnell Scholarships($18,017) | $125,617 | |||||||
| California State University Fullerton | ||||||||||||||
| PO Box 6808 | Fullerton | CA | 928346808 | None | GOV | 2018 McConnell Scholars ($15,000) 2021 McConnell Scholars ($7,500) | $22,500 | |||||||
| California State University Long Beach | ||||||||||||||
| 1250 Bellflower Blvd Brotman Hall 1 | Long Beach | CA | 90840 | None | GOV | 2022 McConnell Scholars | $7,500 | 55 | ||||||
| California State University Northridge | ||||||||||||||
| 18111 Nordhoff Street | Northridge | CA | 913308307 | None | GOV | 2020 McConnell Scholars | $7,500 | |||||||
| California State University Sacramento | ||||||||||||||
| 6000 J Street | Sacramento | CA | 95819 | None | GOV | 2016 McConnell Scholars ($3,768) 2018 McConnell Scholars ($14,643) 2019 McConnell Scholars ($17,584) 2021 McConnell Scholars ($6,000) 2022 McConnell Scholars ($7,500) | $49,495 | |||||||
| California-Hawaii Elks Major Project Inc | ||||||||||||||
| 5450 E Lamona Ave | Fresno | CA | 937272224 | None | PC | general support, general donation - Purple Pig | $450 | |||||||
| Center for Lao Studies | ||||||||||||||
| PO Box 843 | South San Francisco | CA | 940830843 | None | PC | Between Two Worlds Exhibit: Merced and Sacramento | $61,390 | |||||||
| Chabot College | ||||||||||||||
| 25555 Hesperian Blvd | Hayward | CA | 94545 | None | GOV | 2022 McConnell Scholars | $700 | |||||||
| Children's Cancer Research Fund | ||||||||||||||
| 7301 Ohms Lane Suite 355 | Minneapolis | MN | 554392336 | None | PC | Great Cycle Challenge | $78 | |||||||
| Childrens Legacy Center | ||||||||||||||
| 1095 Hilltop Drive 369 | Redding | CA | 960033811 | None | PC | General Support | $30,000 | |||||||
| College of the Redwoods | ||||||||||||||
| 7351 Tompkins Hill Road | Eureka | CA | 95501 | None | GOV | 2021 McConnell Scholars | $4,000 | |||||||
| College of the Siskiyous | ||||||||||||||
| 800 College Avenue | Weed | CA | 96094 | None | GOV | 2021 McConnell Scholars | $7,000 | |||||||
| College OPTIONS Inc | ||||||||||||||
| 1321 Butte Street | Redding | CA | 96001 | None | PC | College OPTIONS | $567,614 | |||||||
| Community Conservation Nepal | ||||||||||||||
| None | NC | Environmental Justice in Nepal Book Project | $8,000 | Ward No 6 | Bachhauli | Chitwan | NP | 44200 | ||||||
| Cottonwood K-8 Parent Club | ||||||||||||||
| 20512 1st Street | Cottonwood | CA | 960228808 | None | PC | 2022-2023 Un-Fundraiser (credit to Mason Pope's class and Kinsley Pope's class) | $240 | |||||||
| Cypress Community College | ||||||||||||||
| 9200 Valley View Street Bursars Off | Cypress | CA | 90630 | None | GOV | 2022 McConnell Scholars | $7,500 | ice | ||||||
| Dartmouth College | ||||||||||||||
| 6024 McNutt Hall | Hanover | NH | 03755 | None | PC | 2022 McConnell Scholars | $3,750 | |||||||
| Elks National Foundation Inc | ||||||||||||||
| 2750 North Lakeview Avenue | Chicago | IL | 606142256 | None | PC | endowment | $450 | |||||||
| Evergreen Elementary School | ||||||||||||||
| 19500 Learning Way | Cottonwood | CA | 96022 | None | GOV | Ms. Abbadessa's class needs | $225 | |||||||
| Foothill High School | ||||||||||||||
| 9733 Deschutes Road | Palo Cedro | CA | 96073 | None | GOV | Mrs. Carpenter's Art 1 Class for supplies | $300 | |||||||
| Friends of the Smithsonian | ||||||||||||||
| PO Box 37012 MRC 712 | Washington | DC | 200137012 | None | PC | General Support | $750 | |||||||
| Girl Scouts of Northern California | ||||||||||||||
| 1670 Market Street Suite 248 | Redding | CA | 960011046 | None | PC | Support of Troop #70173 | $1,050 | |||||||
| Girls Incorporated of the Northern Sacramento Valley | ||||||||||||||
| PO Box 494081 | Redding | CA | 96049 | None | PC | Sponsorship of Gala; general support | $750 | |||||||
| Glioblastoma Foundation | ||||||||||||||
| 3512 Lochnora Pkwy | Durham | NC | 277055449 | None | PC | general support (credit to fundraiser Jeffrey Lindgren Campaign) | $1,575 | |||||||
| Golden State German Shepherd Rescue | ||||||||||||||
| PO Box 2956 | Alameda | CA | 945010956 | None | PC | General Support | $750 | |||||||
| Happy Camp Community Action Inc | ||||||||||||||
| PO Box 201 | Happy Camp | CA | 96039 | None | PC | Happy Camp Community Center Improvement Project | $33,750 | |||||||
| Haven Humane Society | ||||||||||||||
| P O Box 992202 | Redding | CA | 960992202 | None | PC | Bark Wine & Brew - Best Friend Sponsorship; Misty Lee Fund - Bark Wine & Brew; Staff Holiday Event; Spay and Neuter Fund | $9,505 | |||||||
| Henry L Stimson Center | ||||||||||||||
| 1211 Connecticut Ave NW 8th Floor | Washington | DC | 200362701 | None | PC | Nepal Early Warning Platform Scoping Study | $50,000 | |||||||
| Hill Country Community Clinic | ||||||||||||||
| 29632 Highway 299 East PO Box 228 | Round Mountain | CA | 96084 | None | PC | general support; Donation to Center of Hope in memory of Christopher (Chris) Andrews | $5,250 | |||||||
| Irvine Valley College | ||||||||||||||
| 5500 Irvine Center Drive Financial | Irvine | CA | 92168 | None | GOV | 2022 McConnell Scholars | $7,500 | Aid Office | ||||||
| IUCN International Union for Conservation Of Nature & Natural Resources | ||||||||||||||
| None | PC | Lao Ecology Small Grant Program (Second Amendment to MOA) | $75,000 | 63 Sukhumvit 39 | Soi Prompong | Bangkok | TH | 10110 | ||||||
| JPR Foundation | ||||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 975205001 | None | PC | Cascade Theatre membership and general support | $375 | |||||||
| Kinetic Universe | ||||||||||||||
| 518 A Street | Eureka | CA | 955010344 | None | PC | general support | $1,060 | |||||||
| Lambda Theta Nu Sorority Inc | ||||||||||||||
| 1220 Rosecrans Street | San Diego | CA | 921062674 | None | PC | Events and work to encourage and support Latina students to grow as students and succeed in higher education! | $3,000 | |||||||
| Lassen Community College | ||||||||||||||
| 478-200 Highway 139 Financial Aid D | Susanville | CA | 96130 | None | GOV | 2019 McConnell Scholars | $7,500 | epartment | ||||||
| Lassen Park Foundation | ||||||||||||||
| 310 Hemsted Drive Suite 210 | Redding | CA | 96002 | None | PC | General Support | $375 | |||||||
| Launchpad 4 Kids | ||||||||||||||
| 1095 Hilltop Drive 129 | Redding | CA | 96002 | None | PC | Support of any child request | $900 | |||||||
| Leukemia & Lymphoma Society Oregon SW Washington Idaho Montana Chapter | ||||||||||||||
| 9320 SW Barbur Blvd Suite 350 | Portland | OR | 97219 | None | PC | 31st Annual LLS Firefighter Stairclimb credit Bob Diaz, support of Kelley Forseth in the Kona Triathalon | $3,375 | |||||||
| Local Indians For Education | ||||||||||||||
| PO Box 686 | Shasta Lake | CA | 96019 | None | PC | Unrestricted | $750 | |||||||
| Mahila Shakti Bikash Kendra Nepal (MSBKN) | ||||||||||||||
| None | NC | Rural Women's Leadership Development Project: Phase VII | $650,000 | Ganesh Basti | Maharajgun | Kathmandu | NP | 44600 | ||||||
| Mendocino College | ||||||||||||||
| 1000 Hensley Creek Road Mendocino C | Ukiah | CA | 95482 | None | GOV | 2022 McConnell Scholars | $3,750 | ollege Fiscal Services | ||||||
| Mercy Foundation North | ||||||||||||||
| 2625 Edith Avenue Suite E | Redding | CA | 96001 | None | PC | Mercy Medical Center Mt. Shasta Emergency Department Expansion and Renovation Project | $304,125 | |||||||
| Missouri Valley College | ||||||||||||||
| 500 E College Street Office of Fina | Marshall | MO | 65340 | None | GOV | 2018 McConnell Scholars | $4,267 | ncial Aid | ||||||
| Modern Widows Club Inc | ||||||||||||||
| 127 W Fairbanks Ave 282 | Winter Park | FL | 32789 | None | PC | Pivot Program | $2,250 | |||||||
| MSI-US | ||||||||||||||
| 1730 Rhode Island Ave NW Suite 807 | Washington | DC | 200363101 | None | SO I | Continuing Women's Health Services During the Covid-19 Pandemic in Nepal | $40,000 | |||||||
| NAMI Shasta County | ||||||||||||||
| 1401 Gold Street | Redding | CA | 960011937 | None | PC | Christmas Gala Party | $375 | |||||||
| National Parks Conservation Association | ||||||||||||||
| 777 6th Street NW Suite 700 | Washington | DC | 200013723 | None | PC | General Support | $750 | |||||||
| Natural Resource Conflict Transformation Center - Nepal (NRCTC) | ||||||||||||||
| None | NC | NRCTP Phase VI: Sustainable Growth and Phase VII: Together for Peace | $365,000 | Madhyapurthimi Municipality | Madhyapur Thimi | Kausaltar | NP | 44600 | Ward No 3 | |||||
| NEO Philanthropy Inc | ||||||||||||||
| 45 West 36th Street 6th Floor | New York | NY | 100187635 | None | PC | General Support | $10,000 | |||||||
| Nepal Youth Foundation | ||||||||||||||
| 1016 Lincoln Blvd Suite 222 | San Francisco | CA | 94129 | None | PC | Educating Dalit Lawyers Project | $8,000 | |||||||
| NorCal OUTreach Project | ||||||||||||||
| PO Box 494761 | Redding | CA | 96049 | None | PC | General Support | $750 | |||||||
| North State Public Radio NSPR | ||||||||||||||
| 35 Main Street Suite 100 | Chico | CA | 95928 | None | GOV | General Support | $750 | |||||||
| CSU Chico | ||||||||||||||
| 400 West First Street | Chico | CA | 959290805 | None | GOV | Musician chair sponsorship of Li Yuan Ho for 2022-2023 season of North State Symphony | $750 | |||||||
| Northern Valley Catholic Social Service Inc | ||||||||||||||
| 2400 Washington Avenue | Redding | CA | 96001 | None | PC | Kohl's Cares for Kids 2022; general support | $3,000 | |||||||
| Oklahoma State University | ||||||||||||||
| 119 Student Union Office of Scholar | Stillwater | OK | 740785061 | None | GOV | 2021 McConnell Scholars ($7,500) 2022 McConnell Scholars ($7,500) | $15,000 | ships Financial | ||||||
| Open Collective Foundation | ||||||||||||||
| PO Box 808 | Bella Vista | CA | 96008 | None | PC | General Support | $750 | |||||||
| Oregon Institute of Technology | ||||||||||||||
| 3201 Campus Drive Financial Aid Off | Klamath Falls | OR | 97601 | None | GOV | 2019 McConnell Scholars | $4,785 | ice | ||||||
| Planned Parenthood Federation of America | ||||||||||||||
| 123 William Street 10th Floor | New York | NY | 10038 | None | PC | general support | $750 | |||||||
| Planned Parenthood Shasta Diablo Inc | ||||||||||||||
| 2185 Pacheco St | Concord | CA | 945202309 | None | PC | general support (Member: 29635 / DMFB22CDA5) | $1,125 | |||||||
| Raphael House of Portland | ||||||||||||||
| 4110 SE Hawthorne Blvd 503 | Portland | OR | 972145246 | None | PC | General Support | $750 | |||||||
| Redding Fashion Alliance Incorporated | ||||||||||||||
| 1698 Market Street | Redding | CA | 96001 | None | PC | Fashion Education & Production Studios Programming and Interim Operating Support | $161,500 | |||||||
| Redding Parks Foundation | ||||||||||||||
| 777 Cypress Ave | Redding | CA | 960012718 | None | PC | General Support | $750 | |||||||
| Redding Rancheria A Federally Recognized Indian Tribe | ||||||||||||||
| 2000 Redding Rancheria Road | Redding | CA | 96001 | None | PC | Redding Rancheria Tribal Health System in appreciation of services provided to community | $5,000 | |||||||
| Redding City of | ||||||||||||||
| 777 Cypress Avenue | Redding | CA | 96001 | None | GOV | 2018-2022 4th of july fireworks and city of redding block 7 hcd/ahsc funding | $3,035,315 | |||||||
| Reedley College | ||||||||||||||
| 995 N Reed Avenue Financial Aid Dep | Reedley | CA | 93654 | None | GOV | 2021 McConnell Scholars | $7,250 | artment | ||||||
| Rescued Animals in Need | ||||||||||||||
| 22123 Backbone Road | Redding | CA | 96003 | None | PC | Spay and neuter costs | $300 | |||||||
| Rotary Club of Redding Charitable Foundation | ||||||||||||||
| 1700 Pine Street Suite 210 | Redding | CA | 96001 | None | PC | Burks Scholarship; Club; Polio Program; Endowment; Paul Harris; Bowlathon to help fund youth services in 2022-2023 Rotary year | $2,700 | |||||||
| Rotary Club of Redding Sunrise Foundation | ||||||||||||||
| 2205 Hilltop Drive PMB 145 | Redding | CA | 960020511 | None | PC | General support; Scholarship Endowment Fund | $150 | |||||||
| Sacramento City College | ||||||||||||||
| 3835 Freeport Blvd Rodda Hall North | Sacramento | CA | 95822 | None | GOV | 2020 McConnell Scholars | $13,750 | |||||||
| Sam Houston State University | ||||||||||||||
| Box 2273 Attn Cashiers Office | Huntsville | TX | 773412273 | None | GOV | 2018 McConnell Scholars | $7,500 | |||||||
| San Diego State University | ||||||||||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | None | GOV | 2020 McConnell Scholars ($15,827) 2020 McConnell Scholars ($7,500) | $23,327 | |||||||
| San Jose State University | ||||||||||||||
| One Washington Square Financial Aid | San Jose | CA | 95192 | None | GOV | 2022 McConnell Scholars | $7,500 | Scholarships | ||||||
| Save the Children Federation Inc | ||||||||||||||
| 501 Kings Hwy E Ste 400 | Fairfield | CT | 068254861 | None | PC | Ukraine Crisis Children's Relief Fund | $307 | |||||||
| Schoolcraft College | ||||||||||||||
| 18600 Haggerty Road McDowell Studen | Livonia | MI | 48152 | None | GOV | 2020 McConnell Scholars | $12,829 | t Center | ||||||
| Schreder Planetarium | ||||||||||||||
| 1644 Magnolia Avenue | Redding | CA | 96001 | None | PC | General Support | $750 | |||||||
| Shasta College | ||||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | None | GOV | 2017 McConnell Scholars ($7,184) 2018 McConnell Scholars ($3,925) 2022 McConnell Scholars ($6,000) | $17,109 | |||||||
| Shasta College Foundation | ||||||||||||||
| PO Box 496006 | Redding | CA | 960496006 | None | PC | North State Together 2020-2027 | $864,524 | |||||||
| Shasta County Arts Council | ||||||||||||||
| 1313 Market Street | Redding | CA | 96001 | None | PC | Accelerating the Redding Cultural District | $25,000 | |||||||
| Shasta County Library | ||||||||||||||
| 1100 Parkview Avenue | Redding | CA | 96001 | None | GOV | General Support | $1,500 | |||||||
| Shasta County Office of Education | ||||||||||||||
| 2985 Innsbruck Drive | Redding | CA | 96003 | None | GOV | To facilitate the goals and activities of the American Indian Advisory, at the discretion and direction of Judy Flores and/or Kelly Rizzi | $3,625 | |||||||
| Shasta Historical Society | ||||||||||||||
| 1449 Market Street | Redding | CA | 960011026 | None | PC | General Support; membership | $2,250 | |||||||
| Shasta Library Foundation | ||||||||||||||
| PO Box 993366 | Redding | CA | 960993366 | None | PC | General Support | $750 | |||||||
| Shasta Regional Community Foundation | ||||||||||||||
| 1335 Arboretum Drive Suite B | Redding | CA | 96003 | None | PC | Operating Support for Occupancy Expenses 1335 Arboreum Drive, Suite B (2016-2020). (Extended through 2022), The McConnell Fund at the Community Foundation of the North State 2022, Operating Support 2022-2026 | $942,501 | |||||||
| Shriners Hospitals for Children | ||||||||||||||
| 2900 Rocky Point Dr | Tampa | FL | 33607 | None | PC | General support | $600 | |||||||
| Social Good Fund | ||||||||||||||
| PO Box 5473 | Richmond | CA | 94805 | None | PC | Donor Advised Fund - Liberated Capital | $75 | |||||||
| Sonoma State University | ||||||||||||||
| 1801 East Cotati Avenue | Rohnert Park | CA | 94928 | None | GOV | 2019 McConnell Scholars ($13,238) 2020 McConnell Scholars ($6,750) 2021 McConnell Scholars ($3,000) 2022 McConnell Scholars ($2,000) | $24,988 | |||||||
| Southern Oregon University | ||||||||||||||
| 1250 Siskiyou Blvd | Ashland | OR | 97520 | None | GOV | 2018 McConnell Scholars ($11,734) 2020 McConnell Scholars ($25,966) 2022 McConnell Scholars (5000) | $42,700 | |||||||
| St Jude Children's Research Hospital Inc | ||||||||||||||
| 262 Danny Thomas Place MS 271 Room | Memphis | TN | 381053678 | None | PC | as needed | $600 | C7045 | ||||||
| Tarleton State University | ||||||||||||||
| Box T-0760 Office of Scholarships | Stephenville | TX | 76402 | None | GOV | 2022 McConnell Scholars | $7,500 | |||||||
| The Asia Foundation | ||||||||||||||
| 465 California Street 9th Floor | San Francisco | CA | 94104 | None | PC | Improving Access to Justice for All Lao Citizens: Phase IV and River Basin Management Project | $300,000 | |||||||
| The Jefferson Pipe Band Inc | ||||||||||||||
| 2925 Pioneer Drive | Redding | CA | 960010204 | None | PC | Youth Scholarships | $1,500 | |||||||
| The Rotary Foundation of Rotary International | ||||||||||||||
| 1560 Sherman Avenue | Evanston | IL | 602014818 | None | PC | Disaster Response Fund for relief efforts in Ukraine; Annual Fund; Paul Harris | $825 | |||||||
| The Ryan O'Callaghan Foundation | ||||||||||||||
| 2654 Clover Creek Street | Redding | CA | 960021512 | None | PC | general support | $375 | |||||||
| The Salvation Army | ||||||||||||||
| PO Box 492528 | Redding | CA | 960492528 | None | PC | Project: Stay in Your Home | $1,500 | |||||||
| The Unyoke Foundation | ||||||||||||||
| None | NC | Peacebuilders' Unyoke Retreat | $5,736 | 79 Kommissaris Street | Welgemoed | Cape Town | SF | 7530 | ||||||
| Turtle Bay Exploration Park | ||||||||||||||
| 1335 Arboretum Drive Suite A | Redding | CA | 96003 | None | PC | Operating Support for Calendar Year 2022 and Sustainability Gardens - Site Maintenance 2022 | $4,887,887 | |||||||
| UNICEF USA | ||||||||||||||
| 125 Maiden Lane 10th Floor | New York | NY | 100384713 | None | PC | Children in Ukraine | $315 | |||||||
| United Way of Northern California | ||||||||||||||
| 3300 Churn Creek Road | Redding | CA | 96002 | None | PC | North State Equity Fund | $50,000 | |||||||
| University of California Davis | ||||||||||||||
| One Shields Avenue Davis | Davis | CA | 95616 | None | GOV | 2017 McConnell Scholars ($2,000) 2018 McConnell Scholars ($2,700) 2019 McConnell Scholars ($16,103) 2020 McConnell Scholars (16,000) 2021 McConnell Scholars ($12,233) 2022 McConnell Scholars ($6,872) | $55,908 | |||||||
| University of California Irvine | ||||||||||||||
| 102 Aldrich Hall Office of Financia | Irvine | CA | 926972825 | None | GOV | 2020 McConnell Scholars | $3,001 | l Aid and Scholar | ||||||
| University of California Los Angeles | ||||||||||||||
| 405 Hilgard Avenue Box 957089 1125 | Los Angeles | CA | 900959000 | None | GOV | 2022 McConnell Scholars | $333 | Murphy Hall | ||||||
| University of California Merced | ||||||||||||||
| 5200 N Lake Road Office of Financia | Merced | CA | 95343 | None | GOV | 2022 McConnell Scholars | $5,000 | l Aid and Scholar | ||||||
| University of California San Diego | ||||||||||||||
| 9500 Gilman Drive 0026 | La Jolla | CA | 920930026 | None | GOV | 2022 McConnell Scholars | $9,608 | |||||||
| University of California Santa Barbara | ||||||||||||||
| Mailcode 3180 Office of Financial A | Santa Barbara | CA | 93106 | None | GOV | 2018 McConnell Scholars ($7,500) 2019 McConnell Scholars ($10,450) 2020 McConnell Scholars ($11,697) | $29,647 | id and Scholar | ||||||
| University of California Santa Cruz | ||||||||||||||
| 1156 High Street 205 Hahn Student S | Santa Cruz | CA | 95064 | None | GOV | 2018 MCCONNELL SCHOLARS ($15,507) 2021 McConnell Scholars ($4,674) | $20,181 | ervices Building | ||||||
| University of Hawaii at Mnoa | ||||||||||||||
| 2600 Campus Road QLCSS 112 | Honolulu | HI | 96822 | None | GOV | 2022 McConnell Scholars | $3,750 | |||||||
| University of Nevada Reno | ||||||||||||||
| Mail Stop 0076 Student Fin Aid and | Reno | NV | 89557 | None | GOV | 2022 McConnell Scholars | $7,000 | Scholarship | ||||||
| University of Oregon | ||||||||||||||
| 1226 University of Oregon | Eugene | OR | 974031226 | None | GOV | 2018 McConnell Scholars ($9,724) 2021 McConnell Scholars ($5,704) | $15,428 | |||||||
| University of Portland | ||||||||||||||
| 5000 N Willamette Blvd Office of Fi | Portland | OR | 972035798 | None | GOV | 2021 McConnell Scholars | $7,500 | nancial Aid | ||||||
| University of the Pacific | ||||||||||||||
| 3601 Pacific Avenue Financial Aid O | Stockton | CA | 95211 | None | PC | 2016 McConnell Scholars | $11,250 | ffice | ||||||
| Viva Downtown Redding | ||||||||||||||
| 1725 Market Street | Redding | CA | 96001 | None | PC | Viva Downtown Butte Street Revitalization-Rent Subsidy and Operating Grant 2022-2025 | $202,065 | |||||||
| Watershed Research And Training Center | ||||||||||||||
| PO Box 356 | Hayfork | CA | 960410356 | None | PC | Weaver Basin Trails - Expansion & Improvement | $112,500 | |||||||
| Weed Recreation and Parks District | ||||||||||||||
| 161 E Lincoln Avenue | Weed | CA | 96094 | None | GOV | Pool | $1,500 | |||||||
| Western Oregon University | ||||||||||||||
| 345 Monmouth Ave N Lieuallen Admini | Monmouth | OR | 97361 | None | GOV | 2021 McConnell Scholars | $14,000 | stration 101 | ||||||
| Whiskeytown Environmental School Community | ||||||||||||||
| PO Box 3 | Whiskeytown | CA | 960950003 | None | PC | Grow Back Stronger Fund; Whiskeytown Environmental School rebuilding efforts | $7,875 | |||||||
| Whitmore Community Center | ||||||||||||||
| PO Box 287 | Whitmore | CA | 96096 | None | PC | Community Meetings | $4,000 | |||||||
| World Central Kitchen Incorporated | ||||||||||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | None | PC | Ukraine Refugee Response 22 | $158 | |||||||
| ALTERNATIVES TO VIOLENCE DBA EMPOWER TEHAMA | ||||||||||||||
| 1805 WALNUT STREET PO BOX 135 | RED BLUFF | CA | 960800135 | None | PC | Food donations | $6,126 | |||||||
| EMPIRE HOTEL EHARC INC DBA EMPIRE RECOVERY CENTER | ||||||||||||||
| 1237 CALIFORNIA STREET | REDDING | CA | 96001 | None | PC | Food donations | $6,112 | |||||||
| SHASTA SENIOR NUTRITION PROGRAM | ||||||||||||||
| 100MERCY OAKS DRIVE | Redding | CA | 96003 | None | PC | Food donations | $3,769 | |||||||
| TRINITY COUNTY FOOD ASSISTANCE PROGRAM | ||||||||||||||
| 105 CD CIRCLE PO BOX 1123 | WEAVERVILLE | CA | 960931123 | None | PC | Food donations | $6,168 | |||||||
| GREAT NORTHERN SERVICES | ||||||||||||||
| 780 SOUTH DAVIS STREET | WEED | CA | 96094 | None | PC | Food donations | $8,867 | |||||||
| SHASTA WOMEN'S REFUGE DBA ONE SAFE PLACE | ||||||||||||||
| 2280 BENTON DRIVE PO BOX 991060 | Redding | CA | 96099 | None | PC | Food donations | $4,745 | |||||||
| SHASTA TRINITY TEHAMA HIV FOOD BANK | ||||||||||||||
| 925 WALL STREET PO BOX 493283 | Redding | CA | 96049 | None | PC | Food donations | $5,916 | |||||||
| ANDERSON COTTONWOOD CHRISTIAN ASSISTANCE | ||||||||||||||
| 2979 E CENTER STREET | ANDERSON | CA | 96007 | None | PC | Food donations | $3,954 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,887,643 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $911 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,809,494 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,719,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,242,537 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| WATER RIGHTS INCOME | 1 | $1,608,569 | ||
| OTHER INCOME | 1 | $14,748 | ||
| PARTNERSHIP INCOME | 1 | $2,994,736 | 525990 | -$293,455 |
| Private Equity Income | 1 | $1,863,136 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$293,455 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,253,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,959,957 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Natural Resources Conservation Service for USDA | ||||||
| 1 | 3644 Avtech Pkwy | Redding | CA | 960029241 | $45,993 | Yes (X) |
| State of California Housing & Community Development | ||||||
| 2 | 2020 West El Camino Avenue Ste 330 | Sacramento | CA | 95833 | $3,796,867 | Yes (X) |
| California Department of Forestry & Forest Protection | ||||||
| 3 | 1416 Ninth Street A-45 | Sacramento | CA | 95814 | $112,906 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $145,620 | Amt |
| Net Investment Income | $86,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,835 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See Supplemental Information. | Desc |
| Amt | $237,497 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Depreciation Expense | $858,448 | $858,448 |
| Depreciation Expense - Charitable Use | $1,660,882 | |
| Depletion - Royalty Interest | $1,739 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mahila Shakti Bikash Kendra Nepal | ||||||||||||||||
| Ganesh Basti | Maharajgang | Chakrapath | Kathmandu | NP | 2021-01-01 | $433,500 | Women's Leadership Development Program - Phase VII(a) | $433,500 | 0 | 03/015/21 PROGRESS REPORT; 08/09/21 PROGRESS REPORT, 05/12/22 Final Completion report | 2022-05-18 | Project completed successfully, fully expended | ||||
| Mahila Shakti Bikash Kendra Nepal | ||||||||||||||||
| Ganesh Basti | Maharajgang | Chakrapath | Kathmandu | NP | 2022-01-01 | $890,000 | Women's Leadership Development Program - Phase VII(b) | $347,350 | 0 | 08/02/22 Progress Report | 2022-08-28 | Underway and on track | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2020-02-15 | $30,000 | Global Platform (b) | $14,717 | 0 | 07/04/22 Progress Report | 2022-07-06 | Proposed activities completed, total grant amount reduced due to slow implementation, remaining activities planned for early 2023 | ||||
| Natural Resource Conflict Transformation Center | ||||||||||||||||
| Madhyapur Thimi | Ward No 3 | Kausaltar | Bhaktipur | NP | 2020-10-01 | $690,000 | Natural Resource Conflict Transformation Project Phase VI - Sustainable Growth | $690,000 | 0 | 1/31/2022 Progress Report, 5/6/2022 Progress Report, 10/20/2022 NCE Proposal | 2022-10-29 | Project going well | ||||
| Community Conservation Nepal | ||||||||||||||||
| Sauraha | Ward No 6 | Ratnagar | Chitwan | NP | 2022-12-01 | $8,000 | Environmental Justice in Nepal Book Project | $1,940 | 0 | None | First event successfully held on Jan 9, 2023. Few expenditures in 2022. First progress report not due until June 2023 | |||||
| Block 7 Retail LLC | ||||||||||||||||
| 2019-06-19 | $4,000,000 | Pass through grant to convey IIG funds for parking garage construction to its development entity Block 7 Retail, LLC | $3,762,438 | 0 | 03/12/21 Expense sent. 05/24/21 Grant approved, funds rec'd; 05/25/21 TMF passed funds to B7 Retail | 2021-05-14 | Parking garage in operation. Construction costs billed by Modern Construction reconciled by TMF. Per HCD regs, awaiting close of construction of Affordable Housing project November 2023 to bill retention $237,562 to HCD | 1401 California Street | Redding | CA | 96001 | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Securities | $100,417,040 | $90,967,190 | $9,449,850 |
| Limited Partnerships | $85,797 | $97,616 | -$11,819 |
| Private Equities | $21,494,234 | $7,176,393 | $14,317,841 |
| Fixed Assets | $600,491 | $113,826 | $486,665 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (10 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Line 1 | Form 990-PF, Part VIII-A | Trails and Open Space - The McConnell Foundation has over 400 acres of public park land including 8 miles of maintained trails. Thousands of local residents and visitors use the parks annually. The Lema Ranch park space is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $2,429,978 |
| Line 2 | Form 990-PF, Part VIII-A | Meeting Facilities for Charitable Organizations - Lema Ranch provides approximately 10,000 square feet of meeting room space that is available at no charge to non-profit organizations, governmental agencies and public schools. In 2022 the Foundation hosted 65 of these groups with 1,982 attendees, just over half the activity prior to halting this activity during the pandemic. The Meeting Room Facility is funded by the release of temporarily restricted funds under the disposition of Leah F. McConnell's Estate. Expenses: $842,783 |
| Line 3 | Form 990-PF, Part VIII-A | Block 7: In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as development of a public park. Expenses: $654,871 |
| Line 4 | Form 990-PF, Part VIII-A | Cal Fire/FEMA Hazard Mitigation/Carr Fire: The McConnell Foundation received multiple Cal Fire and FEMA grants for hazardous fuel reduction treatments (removal of dead and dying trees and brush and resprouting brush) along specific locations identified in Shasta and Trinity Counties to mitigate wildfire danger. The value of the fuel treatments, both in terms of reduced fire behavior/intensity and in terms of impacts (i.e. promoting resprouting of desirable tree species through fuel reduction treatment of competing shrub and invasive species) will produce long-term benefits. These benefits include reductions in vertical and horizontal continuity of fuels and removing competition from many small, closely spaced, fire-vulnerable species into a smaller number of resilient larger trees, thereby improving overall fire resiliency and carbon stocks. This project will lessen the probability of subsequent moderate- to high-severity re-burns. Reducing the probability of re-burns will reduce loss of life and/or personal injury and protect critical facilities, essential services, infrastructure, continuity of government operations, and public and private property. Reducing the occurrence of re-burns will protect ecosystem services such as water quality, flood control, green infrastructure, wildlife habitat, soil structure, and carbon sequestration. Roadside removal of dead and dying trees combined with roadside hazard fuel mitigation efforts will decrease the risk of human caused fire starts by decreasing the volume of hazard fuels in close proximity to roadways. Vehicle-started fires are the second leading cause of fire starts in the CalFire Shasta-Trinity Unit and caused the Carr Fire. These fuel reduction treatments allow roadways to serve as safe ingress and egress for residents in the event of fire, as well as providing tactical areas for suppression activities by hampering fire's ability to 'jump' roadways. Reducing fuel loading around vital firefighting infrastructure will increase efficiency of local response efforts by promoting safe access to and use of fire hydrants, water drafting locations, staging areas, etc. Finally, the removal of hazardous trees and vegetation creates defensible space around habitable structures, both those still standing post-Carr Fire and those that will be rebuilt. This will slow the spread of fire either from direct flame contact or radiant heat and provide firefighters with a safe area from which to defend a threatened home." Expenses: $485,802 |
| Line 1 | Form 990-PF, Part VIII-B | In partnership with the City of Redding and a local developer, The McConnell Foundation is developing and building 78 units of affordable housing, a Community Leadership Center in conjunction with a community college, and supportive infrastructure. The Block 7 development also includes streetscape amenities to make downtown more bikeable and walkable, as well as development of a public park. |
| Line 3 | Form 990-PF, Part VIII-B | Center of Hope: In partnership with the City of Redding, Shasta County, and a local developer, The McConnell Foundation is developing and building 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. The Center of Hope Development will have case managed housing units operated by Hill Country Medical Clinic, which is adjacent to the housing site. Space on first floors will co-locate educational space for California Heritage Youth Build Academy, a local charter school which serves students ages 16-24 with job training and pre-apprenticeship opportunities in nursing and construction industries. |
| Line 2 | Form 990-PF, Part VIII-B | Capital contribution of State of California Housing and Community Development Infill Infrastructure grant proceeds to Block 7 Retail, LLC for parking garage costs (infrastructure to support Block 7 Affordable Housing project). |
| Line 5 | Form 990-PF, Part VIII-A | Bell Plaza Bike Depot, Cafe, and Courtyard - The McConnell Foundation is developing and building a sheltered waiting area proximate to the Downtown Transit Center, featuring a Bike Depot with bike storage room, classroom space for cycling encouragement classes, a bike repair stand and other cycling amenities, urban greening, bike racks, benches for seating and more. This site will feature a bikeshare station, and will be the home base for bikeshare operations. The Bell Plaza complex is sited within an Opportunity Zone. Expenses: $480,894 |
| Line 6 | Form 990-PF, Part VIII-A | Center of Hope: In partnership with the City of Redding, Shasta County, and a local developer, The McConnell Foundation is developing and building 49 units of affordable housing, a portion of which are targeted to at risk populations and those needing permanent supportive services. The Center of Hope Development will have case managed housing units operated by Hill Country Medical Clinic, which is adjacent to the housing site. Active negotiations are underway to co-locate educational space for California Heritage Youth Build Academy, a local charter school which serves students ages 16-24 with job training and pre-apprenticeship opportunities in nursing and construction industries. Expenses: $142,802 |
| Line 7 | Form 990-PF, Part VIII-A | Yosemite Program - The Yosemite Program is a five-day residential environmental education program provided by NatureBridge in Yosemite National Park. Each spring, The McConnell Foundation supports participation in the program by North State high school sophomores and juniors from public high schools and public charter schools in Modoc, Shasta, Siskiyou, Tehama and Trinity counties, and Big Valley High School in Lassen County. Groups of students, led by NatureBridge educators, explore the park and participate in discussions and activities designed to heighten awareness of the importance of our natural world. The goal of the program is to inspire students to develop a connection to the natural world and empower them to act as responsible stewards of natural resources. The Foundation provides full funding for student and chaperone tuition, covers the cost of transportation, and administers the program. In 2020 and 2021, after much planning, cancelations, restarts, and stops, the NatureBridge trips were canceled. Expenses: $56,758 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $141,188,881 | $247,974,389 |
| Fixed Income | $17,619,667 | $17,619,667 |
| Real Estate | $1,250,644 | $1,250,644 |
| Alternative Investments | $121,923,450 | $121,923,450 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Building | $18,474,963 | $10,854,267 | $7,620,696 | $7,620,696 |
| Land | $32,616,297 | $0 | $32,616,297 | $32,616,297 |
| Equipment | $227,942 | $190,826 | $37,116 | $37,116 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERVIEW | AT COST | $8,050 | $8,050 |
| ANTIQUE RANCH EQUIPMENT | AT COST | $72,020 | $72,020 |
| ART & COLLECTIBLES | AT COST | $655,796 | $655,796 |
| LIMITED PARTNERSHIP INTEREST | AT COST | $744,053 | $744,053 |
| STOCK SHARES - SSR VENTURES, INC. | AT COST | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $53,693,631 | $23,562,389 | $30,131,242 | $30,165,851 |
| Land | $34,316,044 | $0 | $34,316,044 | $34,330,876 |
| Equipment | $9,781,593 | $8,985,242 | $796,351 | $796,351 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $493,469 | LegalFeesAmt |
| Net Investment Income | $360,827 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $132,642 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Refundable Deposit/Rdg Water Agreement LRGC | $5,000 | $5,000 | $5,000 |
| LAND WATER RIGHTS LEASEHOLD CONTRACT | $439,890 | $439,890 | $439,890 |
| Program Related Investments | $1,445,800 | $8,864,111 | $4,816,638 |
| Advances Receivable from Daffodil LLC | $3,025 | $8,345 | $8,345 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Charitable activities costs | $286,172 | $286,172 | |
| Qualifying memberships | $35,700 | $35,700 | |
| Dues, Fees & Permits | $7,517 | $6,008 | $1,508 |
| Maintenance & Repairs | $500,182 | $441,120 | $59,062 |
| Computer | $215,440 | $151,994 | $63,447 |
| Gas, Oil, Fuel | $56,511 | $49,382 | $7,129 |
| Insurance Liab | $462,453 | $389,372 | $73,081 |
| Meals | $14,954 | $13,862 | $1,093 |
| Office Supplies & Expense | $59,088 | $49,098 | $9,990 |
| Outside Services and grant work contracts | $521,168 | $465,263 | $55,905 |
| Uniforms | $14,349 | $13,393 | $955 |
| Managed prop expenses | $1,434,401 | $1,434,401 | |
| Misc Investment Expenses | $2,798,358 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $1,863,136 | $418,582 |
| Private Equity Income | $2,701,281 | $2,701,281 |
| Miscellaneous Income | $14,748 | |
| Water Rights Income | $1,608,569 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain | $19,524,013 |
| Prior Period Adjustment | $3,762,438 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Loan Payable - KBK Foundation | $2,951,656 | $0 |
| Block 7 pass through liability | $49,550 | $49,550 |
| Taxes Payable - Sales Tax liability | $421 | $470 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|
| Line of Credit - Turtle Bay Exploration Park | ||||||||
| N/A | $1,656,842 | $0 | 2015-08 | 2022-12 | 6.0 | N/A | REAL ESTATE DEVELOPMENT | $0 |
| Note Receivable SSR Ventures Inc | ||||||||
| N/A | $6,184,000 | $0 | 2015-08 | 2032-01 | 6.0 | N/A | $0 | |
| Note Receivable - Turtle Bay Exploration Park | ||||||||
| N/A | $2,091,566 | $2,091,566 | 2022-11 | 2027-11 | 6.0 | N/A | REAL ESTATE DEVELOPMENT | $2,878,653 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT EXPENSE | $2,086,262 | $2,086,262 |
| INVESTMENT EXPENSE-LPS | $210,549 | $210,549 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $323,502 | ||
| FEDERAL EXCISE TAX | $1,366,751 | ||
| PROPERTY TAX - Investment Property | $204,026 | $204,026 | |
| FOREIGN TAX | $43,996 | $289,395 | |
| PROPERTY TAX - Charitable Property | $7,374 | $7,374 |
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