PRESERVE COMMUNITY FOUNDATION: Form 990, tax year 2024
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- Organization
- PRESERVE COMMUNITY FOUNDATION (EIN 26-4732039)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-08
- IRS object ID
- 202542519349301404
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-08T11:21:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA STREET 3RD FL | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264732039 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESERVE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4159812966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222301 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA K EASTMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4159812966 | PhoneNum |
| Signature | 2025-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN BURRY | PreparerPersonNm |
| PTIN | P00394887 | PTIN |
| Phone | 4159818766 | PhoneNum |
| Preparation | 2025-09-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA K EASTMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 222301 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93922 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,030,385 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT EDUCATION SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED CHILDREN IN MONTEREY CNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,716,163 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,158,598 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,579 | PYInvestmentIncomeAmt |
| CY Investment Income | $367,603 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,838,953 | PYTotalRevenueAmt |
| CY Total Revenue | $2,526,201 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $198,588 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $346,904 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,343 | PYOtherExpensesAmt |
| CY Other Expenses | $19,717 | CYOtherExpensesAmt |
| PY Total Expenses | $226,931 | PYTotalExpensesAmt |
| CY Total Expenses | $366,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,612,022 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,159,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,321,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,480,927 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,321,347 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,480,927 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S PRIMARY MISSION IS TO PROVIDE FUNDS TO SUPPORT EDUCATIONAL SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED CHILDREN IN MONTEREY COUNTY. SCHOLARSHIP GRANTS WILL COVER TUITION AND FEES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $346,904 | ExpenseAmt |
| Grant | $346,904 | GrantAmt |
| Desc | PROVIDED SCHOLARSHIPS (BASED ON FINANCIAL NEED) TO HELP FAMILIES EDUCATE THEIR CHILDREN AT EDUCATIONAL INSTITUTIONS - $286,976BOYS & GIRLS CLUB OF MONTEREY COUNTY, COMMUNITY FOUNDATION AND RANCHO CIELO - GENERAL SUPPORT - $50,000EMERGENCY RELIEF FUND:EMERGENCY FINANCIAL AWARDS ARE GRANTED TO EMPLOYEES, THEIR SPOUSES AND THEIR CHILDREN IN CASES OF SERIOUS AND EXTRAORDINARY CIRCUMSTANCES SUCH AS MEDICAL EMERGENCIES, NATURAL DISASTERS OR OTHER UNFORSEEN LIFE-CHANGING EVENTS. THE FOUNDATION WILL NOT FUND CREDIT CARD EXPENSES, UTILITIY BILLS AND MINOR CAR/HOUSE REPAIRS, ABSENT EXCEPTIONAL CIRCUMSTANCES SUCH AS DISASTER RELIEF OR OTHER CATASTROPHIC EVENTS - $9,928 | Desc |
| Total Program Service Expenses | $346,904 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRAMER BLUM & ASSOCKEN BLUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4159812966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6106 | AddressLine1Txt |
| City | SAN RAFAEL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAT FORESTER | ||||||
| CHAIRMAN/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLYN BLATMAN | ||||||
| SECRETARY/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAT EASTMAN | ||||||
| TREASURER/DIRECTOR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAL GUTIERREZ | ||||||
| EMERITUS/DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF CHAMBERS | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINNEA GERBER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ZAN PEAT | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA THRASHER | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,158,598 | AllOtherContributionsAmt |
| Noncash Contributions | $467,896 | NoncashContributionsAmt |
| Total Contributions | $2,158,598 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $330,860 | TotalRevenueColumnAmt |
| Exclusion | $330,860 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,540,927 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,504,184 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,743 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,743 | TotalRevenueColumnAmt |
| Exclusion | $36,743 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,526,201 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $367,603 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,976 | TotalAmt |
| Program Services | $336,976 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,928 | TotalAmt |
| Program Services | $9,928 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,054 | TotalAmt |
| Management And General | $4,054 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,800 | TotalAmt |
| Management And General | $3,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,396 | TotalAmt |
| Management And General | $2,396 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,267 | TotalAmt |
| Management And General | $9,267 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,621 | TotalAmt |
| Program Services | $346,904 | ProgramServicesAmt |
| Management And General | $19,717 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,124 | BOYAmt |
| EOY | $1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,887 | BOYAmt |
| EOY | $119,667 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,538,336 | BOYAmt |
| EOY | $5,361,259 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,321,347 | BOYAmt |
| EOY | $5,480,927 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,321,347 | BOYAmt |
| EOY | $5,480,927 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,321,347 | BOYAmt |
| EOY | $5,480,927 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,321,347 | BOYAmt |
| EOY | $5,480,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,159,580 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $676,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,716,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,158,598 | CurrentTaxYearAmt |
| Total | $4,850,759 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $676,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $145,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,716,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,158,598 | CurrentTaxYearAmt |
| Total | $4,850,759 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,035,259 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,815,500 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,606 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,923 | CurrentTaxYearAmt |
| Total | $318,329 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $190,937 | CurrentTaxYearAmt |
| Total | $392,926 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,562,014 | TotalSupportAmt |
| Public Support CY170 | 0.68600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA INC | |||||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | 042296967 | 501(C)(3) | $231,520 | $0 | CASH | ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE |
| BOYS & GIRLS CLUB OF MONTEREY COUNTY | |||||||||
| 1332 LA SALLE AVE | SEASIDE | CA | 93955 | 941702753 | 501(C)(3) | $30,000 | $0 | CASH | GENERAL SUPPORT |
| COMMUNITY FOUNDATION OF MONTEREY COUNTY | |||||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | 941715897 | 501(C)(3) | $10,000 | $0 | CASH | GENERAL SUPPORT |
| UNIVERSITY OF PHOENIX | |||||||||
| 4035 S RIVERPOINT PKWY | PHOENIX | AZ | 85040 | 205964568 | 501(C)(3) | $5,456 | $0 | CASH | GENERAL SUPPORT |
| RANCHO CIELO | |||||||||
| 710 OLD STAGE ROAD | SALINAS | CA | 93908 | 770555859 | 501(C)(3) | $10,000 | $0 | CASH | GENERAL SUPPORT |
| CAL STATE UNIVERSITY SACRAMENTO | |||||||||
| 3000 STATE UNIVERSITY DR | SACRAMENTO | CA | 95819 | 680365325 | 501(C)(3) | $10,000 | $0 | CASH | ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE |
| CAL STATE UNIVERSITY DOMINGEE HILLS | |||||||||
| 1000 E VICTORIA ST | CARSON | CA | 90747 | 952543028 | 501(C)(3) | $10,000 | $0 | CASH | ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE |
| CAL STATE UNIVERSITY MONTEREY BAY | |||||||||
| 100 CAMPUS CTR | SEASIDE | CA | 93955 | 800494808 | 501(C)(3) | $10,000 | $0 | CASH | ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE |
| JOHN HOPKINS UNIVERSITY | |||||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | $15,000 | $0 | CASH | ASSIST IN ORGANIZATION'S CHARITABLE PURPOSE |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CASH AWARDS FOR WORKERS DIRECTLY IMPACTED BY COVID-19 AND OTHER EMERGENCIES. | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $9,928 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $467,896 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 8 | THE PRESERVE COMMUNITY FOUNDATION DID NOT PROVIDE ANY GOODS OR SERVICES IN EXCHANGE FOR OR IN CONSIDERATION OF ANY CONTRIBUTIONS IT RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 11B | BOARD MEETING HELD TO DISCUSS ANNUAL FINANCIAL RESULTS AND FILING OF FORM 990. |
| FORM 990, PART VI, SECTION C, LINE 19 | PRESERVE COMMUNITY FOUNDATION WILL MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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